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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 1 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GNTX Gentex Corp Consumer Cyclical 1,792,935.0 $39.2M 8.61% $21.85 +18.8%
2 DIVO Amplify CWP Enhanced DIV Inm ETF 339,021.0 $15.2M 3.34% $44.85 +2.3%
3 AAPL Apple Inc Technology 45,869.0 $11.6M 2.56% +4K +10.7% $253.79 +17.4%
4 NVDA Nvidia Corp Technology 60,813.0 $10.6M 2.33% +3K +5.7% $174.41 +20.8%
5 MSFT Microsoft Technology 28,328.0 $10.5M 2.30% +4K +15.2% $370.17 +2.5%
6 PJAN Innovator U.S. Equity Power Buffer ETF - January 171,045.0 $7.9M 1.73% NEW $46.13 +7.2%
7 VOO Vanguard S&P 500 ETF 10,591.0 $6.3M 1.39% +388.0 +3.8% $597.53 +15.2%
8 AVGO Broadcom Inc Technology 18,798.0 $5.8M 1.28% +299.0 +1.6% $309.50 +32.9%
9 JPM JPMorgan Chase Financial Services 18,844.0 $5.5M 1.22% $294.16 +10.6%
10 MRK Merck & Co. Inc. Healthcare 43,790.0 $5.3M 1.17% +35K +390.4% $121.11 -6.0%
11 AMZN Amazon.Com Inc Consumer Cyclical 25,272.0 $5.3M 1.16% +1K +5.2% $208.27 +17.3%
12 BOXX Alpha Architect 1-3 Month Box ETF 43,106.0 $5.0M 1.10% +26K +152.1% $116.29 +0.7%
13 HBAN Huntington Bancshs Financial Services 314,682.0 $5.0M 1.09% -29K -8.6% $15.81 +6.7%
14 SGOV iShares TR 0-3 MNTH Treasry 49,179.0 $5.0M 1.09% +1K +2.8% $100.66 -0.1%
15 Apple 18,600.0 $4.7M 1.04% $253.79
16 QCOM Qualcomm Incorporated Technology 36,522.0 $4.7M 1.03% +12K +46.0% $128.78 +75.6%
17 CSCO Cisco Systems Technology 60,514.0 $4.7M 1.03% +10K +19.8% $77.59 +54.1%
18 GOOGL Alphabet Inc. Class A Communication Services 16,244.0 $4.7M 1.03% +7K +77.7% $287.55 +28.0%
19 NEM Newmont Corp Basic Materials 42,687.0 $4.6M 1.01% +3K +6.7% $108.25 -4.1%
20 WMT Wal-Mart Consumer Defensive 36,564.0 $4.6M 1.00% +2K +5.0% $124.53 -5.9%
Page 1 of 15  ·  298 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%