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Portfolio (Quarterly) Guide ↗

WEST MICHIGAN ADVISORS, LLC

· CIK 0001909879
13F Portfolio $436M AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 271 New
Page 12 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 WM Waste Management Inc Industrials 1,273.0 $280K 0.06% NEW $219.64 -2.3%
222 FFA First TR Enhanced Equity Incom Financial Services 12,641.0 $278K 0.06% NEW $22.02 +2.7%
223 MDLZ Mondelez Intl Class A Consumer Defensive 5,111.0 $278K 0.06% NEW $54.33 +10.7%
224 DE Deere & Company Industrials 591.0 $276K 0.06% NEW $467.35 +26.1%
225 JBL Jabil Incorporated Technology 1,190.0 $271K 0.06% NEW $228.02 +63.1%
226 IEF iShares 7-10 Year Treasury Bond ETF 2,772.0 $267K 0.06% NEW $96.16 -1.9%
227 IMTM iShares TR MSCI Intl Moment 5,497.0 $264K 0.06% NEW $47.97 +12.0%
228 COST Costco Wholesale Co Consumer Defensive 302.0 $260K 0.06% NEW $862.34 +10.3%
229 EMR Emerson Elec Company Industrials 1,960.0 $260K 0.06% NEW $132.72 +13.5%
230 MMM 3M Industrials 1,601.0 $256K 0.06% NEW $160.10 +0.3%
231 WAB Wabtec Industrials 1,186.0 $253K 0.06% NEW $213.38 +28.3%
232 IWP iShares TR Rus MD CP GR ETF 1,840.0 $252K 0.06% NEW $136.92 +3.7%
233 PFE Pfizer Healthcare 10,076.0 $251K 0.06% NEW $24.90 +1.2%
234 ET Energy Transfer L P LP Energy 15,157.0 $250K 0.06% NEW $16.49 +13.7%
235 ADM Archer-Daniels-Midln Consumer Defensive 4,341.0 $250K 0.06% NEW $57.49 +30.6%
236 CGUS Capital Group Core Equity ETF SHS Creation Unit 6,174.0 $248K 0.06% NEW $40.23 +10.1%
237 PRU Prudential Finl Financial Services 2,188.0 $247K 0.06% NEW $112.89 -5.6%
238 AHR American Healthcare REIT Incorporated Com SHS REIT Real Estate 5,129.0 $243K 0.06% NEW $47.31 -1.7%
239 VISN Commscope HLDG Co Inc Technology 13,258.0 $240K 0.06% NEW $18.13 -30.2%
240 UHS Universal HLTH SVCS Incorporated Class B Healthcare 1,091.0 $238K 0.06% NEW $218.05 -35.3%
Page 12 of 14  ·  271 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.4%
Consumer Cyclical 19.9%
Financial Services 14.4%
Healthcare 10.7%
Industrials 8.0%
Communication Services 7.3%
Consumer Defensive 4.1%
Energy 3.3%
Basic Materials 2.6%
Utilities 1.2%