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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 3 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GS Goldman Sachs Group Financial Services 1,103.0 $933K 0.20% -151.0 -12.0% $845.99 +29.6%
42 DUK Duke Energy Corp Utilities 6,934.0 $908K 0.20% -552.0 -7.4% $130.94 -5.4%
43 IEFA iShares TR Core MSCI EAFE 9,861.0 $893K 0.20% -465.0 -4.5% $90.53 +7.5%
44 ABT Abbott Laboratories Healthcare 8,643.0 $887K 0.20% -163.0 -1.9% $102.67 -13.9%
45 UNIY The Wisdomtree Trust Voya Yield Enhanced Usd 17,752.0 $860K 0.19% -668.0 -3.6% $48.44 +0.2%
46 WDC Western Digital Corporation. Technology 3,117.0 $843K 0.18% -598.0 -16.1% $270.49 +175.9%
47 LITE Lumentum HLDGS Incorporated Technology 1,133.0 $796K 0.17% -725.0 -39.0% $702.76 +21.0%
48 ROIV Roivant Sciences LTD F Healthcare 28,596.0 $792K 0.17% -483.0 -1.7% $27.70 +13.5%
49 TER Teradyne Incorporate Technology 2,669.0 $791K 0.17% -485.0 -15.4% $296.46 +47.7%
50 IVV iShares TR Core S&P500 ETF 1,189.0 $777K 0.17% -60.0 -4.8% $653.21 +14.8%
51 QQQM Invesco Nasdaq 100 ETF 3,194.0 $759K 0.17% -1K -30.2% $237.62 +28.2%
52 USMV iShares MSCI USA Min Vol FCTR ETF 7,965.0 $739K 0.16% -476.0 -5.6% $92.74 +1.6%
53 SLV iShares Silver TR iShares Financial Services 10,820.0 $737K 0.16% -69.0 -0.6% $68.14 -12.7%
54 WBD Warner Brothers Discover Communication Services 26,833.0 $737K 0.16% -103K -79.3% $27.46 -4.6%
55 VEA Vanguard FTSE Developed Markets ETF 11,351.0 $727K 0.16% -368.0 -3.1% $64.08 +12.8%
56 MU Micron Technology Incorporated Technology 2,088.0 $706K 0.15% -467.0 -18.3% $337.99 +235.5%
57 MDT Medtronic PLC F Healthcare 8,074.0 $705K 0.15% -142.0 -1.7% $87.36 -9.2%
58 FSCO FS Credit Opportunit Financial Services 134,657.0 $687K 0.15% -23K -14.8% $5.10 -3.3%
59 PLTR Palantir Technologies Incorporated Class A Technology 4,662.0 $682K 0.15% -17K -78.5% $146.28 -12.2%
60 KRMN Karman HLDGS Incorporated Common Stock Industrials 8,277.0 $663K 0.15% -19K -69.6% $80.05 -37.1%
Page 3 of 5  ·  100 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 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%