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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 11 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SYF Synchrony Financial Financial Services 5,582.0 $380K 0.08% $68.02 +10.6%
202 GCOW Pacer Global Cash Cows Dividend ETF 8,150.0 $377K 0.08% +3K +67.9% $46.24 -5.6%
203 PM Philip Morris International Incorporated Consumer Defensive 2,218.0 $370K 0.08% NEW $166.81 +6.9%
204 ACN Accenture PLC F Class A Technology 1,841.0 $365K 0.08% +559.0 +43.6% $198.29 -35.5%
205 SDY SPDR S&P Dividend ETF 2,466.0 $360K 0.08% +97.0 +4.1% $145.96 +3.1%
206 IEMG iShares Incorporated Core MSCI Emkt 5,004.0 $349K 0.08% +290.0 +6.2% $69.76 +22.8%
207 Monarch Volume Factor Dividnd ETF 11,888.0 $348K 0.08% +4K +55.4% $29.31
208 LMBS FRST TRT Low DTN Opnts ETF IV 6,943.0 $346K 0.08% +210.0 +3.1% $49.81 +0.1%
209 TMUS T-Mobile US Incorporated Communication Services 1,640.0 $344K 0.08% -100.0 -5.8% $210.03 -13.5%
210 TFI SPDR Nuveen Bloomberg Municipal Bond ETF 7,382.0 $335K 0.07% -143.0 -1.9% $45.34 +0.7%
211 PNC PNC Finl Services Financial Services 1,606.0 $334K 0.07% -1K -43.8% $208.09 +11.5%
212 AVLV Avantis US Large Cap Value ETF 4,132.0 $333K 0.07% NEW $80.61 +12.8%
213 IWM iShares TR Russell 2000 ETF 1,341.0 $333K 0.07% -478.0 -26.3% $248.00 +19.2%
214 FSK FS KKR Capital Corp Financial Services 31,106.0 $332K 0.07% -8K -19.6% $10.66 -3.7%
215 PDO PIMCO Dynamic Income Financial Services 25,000.0 $326K 0.07% NEW $13.06 -0.7%
216 DGRO iShares TR Core DIV GRWTH 4,643.0 $326K 0.07% -3K -38.9% $70.18 +6.6%
217 VO Vanguard Mid Cap ETF 1,134.0 $326K 0.07% $287.12 -72.1%
218 EQIX Equinix Inc REIT Real Estate 330.0 $323K 0.07% +64.0 +24.1% $979.88 +11.5%
219 ET Energy Transfer L P LP Energy 16,739.0 $323K 0.07% +2K +10.4% $19.30 -2.8%
220 AZN Astrazeneca PLC Healthcare 1,638.0 $323K 0.07% NEW $197.22 -11.3%
Page 11 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%