Portfolio (Quarterly) Guide ↗

WEST MICHIGAN ADVISORS, LLC

· CIK 0001909879

13F Portfolio $455M AUM 298 positions Filed May 5, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 63 New 99 Added 100 Reduced 36 Exited

Page 1 of 2 · 36 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	POCT	Innovator U.S. Equity Power Bffer ETF - October	—	186,976	$8.2M	1.89%	SOLD
2	EPAM	Epam Systems Incorporated	Technology	18,241	$3.7M	0.86%	SOLD
3	TPR	Tapestry Incorporated	Consumer Cyclical	26,840	$3.4M	0.79%	SOLD
4	APH	Amphenol Corporation New Class A	Technology	21,381	$2.9M	0.67%	SOLD
5	INSM	Insmed Incorporated Com Par $.01	Healthcare	15,418	$2.7M	0.62%	SOLD
6	KVUE	Kenvue Incorporated	Consumer Defensive	140,446	$2.4M	0.56%	SOLD
7	NET	Cloudflare Inc Class A	Technology	12,225	$2.4M	0.55%	SOLD
8	ALNY	Alnylam Pharmaceuticals Incorporated	Healthcare	4,999	$2.0M	0.46%	SOLD
9	BWXT	BWX Technologies Incorporated	Industrials	10,859	$1.9M	0.43%	SOLD
10	PSEP	Innovator US Eqy Power Buffer ETF	—	13,853	$606K	0.14%	SOLD
11	HOOD	Robinhood MKTS Incorporated Com Class A	Financial Services	4,912	$556K	0.13%	SOLD
12	MEDP	Medpace HLDGS Incorporated	Healthcare	984	$553K	0.13%	SOLD
13	W	Wayfair Inc Class A	Consumer Cyclical	5,379	$540K	0.12%	SOLD
14	XLP	SPDR Consumer Staples Select Sector Fund	—	6,469	$503K	0.12%	SOLD
15	SOFI	Sofi Technologies Incorporated	Financial Services	17,466	$457K	0.10%	SOLD
16	MP	MP Matls Corp Class A	Basic Materials	8,899	$450K	0.10%	SOLD
17	QS	Quantumscape Corporation Com Class A	Consumer Cyclical	39,112	$408K	0.09%	SOLD
18	—	Astrazeneca PLC F Sponsored ADR	—	4,085	$376K	0.09%	SOLD
19	MBWM	Mercantile BK Corporation	Financial Services	6,887	$331K	0.08%	SOLD
20	MLN	Vaneck Long Muni ETF	—	17,316	$304K	0.07%	SOLD

Page 1 of 2 · 36 positions

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Sector Allocation

Technology 24.2%

Consumer Cyclical 19.2%

Financial Services 12.9%

Healthcare 11.5%

Industrials 9.8%

Communication Services 7.1%

Energy 6.1%

Consumer Defensive 3.9%

Basic Materials 3.4%

Utilities 1.4%