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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 4 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FIX Comfort Systems USA Incorporated Industrials 420.0 $579K 0.13% -348.0 -45.3% $1378.99 +42.7%
62 XOM ExxonMobil Energy 3,406.0 $578K 0.13% -197.0 -5.5% $169.66 -18.8%
63 WMB Williams Cos Inc Energy 7,770.0 $566K 0.12% -411.0 -5.0% $72.78 +0.5%
64 HTAB Hartford Schroders Tax-Aware Bond ETF 28,634.0 $546K 0.12% -233.0 -0.8% $19.06 +0.6%
65 QDF Flexshares Quality Dividend Index Fund 6,893.0 $545K 0.12% -222.0 -3.1% $79.09 +13.0%
66 VTEB Vanguard Tax-Exempt Bond ETF 10,594.0 $529K 0.12% -2K -17.2% $49.89 +1.1%
67 AMD Advanced Micro Device In Technology 2,183.0 $444K 0.10% -2K -46.1% $203.43 +164.2%
68 TECL Direxion Daily Technology Bull 3X Shares 5,000.0 $433K 0.10% -100.0 -2.0% $86.55 +173.2%
69 SHW Sherwin Williams Co Basic Materials 1,325.0 $425K 0.09% -76.0 -5.4% $320.55 +0.1%
70 COWZ Pacer US Cash Cows 100 ETF 6,404.0 $401K 0.09% -3K -30.6% $62.56 -1.2%
71 IWB iShares Russell 1000 ETF 1,117.0 $398K 0.09% -597.0 -34.8% $356.56 +14.5%
72 TMUS T-Mobile US Incorporated Communication Services 1,640.0 $344K 0.08% -100.0 -5.8% $210.03 -13.5%
73 TFI SPDR Nuveen Bloomberg Municipal Bond ETF 7,382.0 $335K 0.07% -143.0 -1.9% $45.34 +0.7%
74 PNC PNC Finl Services Financial Services 1,606.0 $334K 0.07% -1K -43.8% $208.09 +11.5%
75 IWM iShares TR Russell 2000 ETF 1,341.0 $333K 0.07% -478.0 -26.3% $248.00 +19.2%
76 FSK FS KKR Capital Corp Financial Services 31,106.0 $332K 0.07% -8K -19.6% $10.66 -3.7%
77 DGRO iShares TR Core DIV GRWTH 4,643.0 $326K 0.07% -3K -38.9% $70.18 +6.6%
78 PEP Pepsico Inc Consumer Defensive 2,056.0 $319K 0.07% -93.0 -4.3% $155.29 -8.5%
79 IJH iShares TR Core S&P MCP ETF 4,713.0 $318K 0.07% -466.0 -9.0% $67.54 +12.2%
80 ECL Ecolab Incorporated Basic Materials 1,143.0 $305K 0.07% -6.0 -0.5% $266.74 +0.9%
Page 4 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%