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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 14 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CGUS Capital Group Core Equity ETF SHS Creation Unit 6,542.0 $252K 0.06% +368.0 +6.0% $38.51 +15.1%
262 LYB Lyondellbasell Industries N V SHS - A - Basic Materials 3,120.0 $251K 0.06% NEW $80.56 -25.4%
263 FCX Freeport-Mcmoran Incorporated Class B Basic Materials 4,242.0 $249K 0.06% -65.0 -1.5% $58.78 +16.8%
264 IWS iShares TR Rus MDCP Val ETF 1,692.0 $247K 0.05% +9.0 +0.5% $145.71 +11.8%
265 BP BP PLC F Sponsored ADR Energy 5,228.0 $246K 0.05% NEW $47.00 -16.8%
266 AHR American Healthcare REIT Incorporated Com SHS REIT Real Estate 5,129.0 $243K 0.05% $47.41 -1.9%
267 VWO Vanguard MSCI Emerging Markets ETF 13,000.0 $243K 0.05% NEW $18.69 +225.1%
268 PRU Prudential Finl Financial Services 2,474.0 $242K 0.05% +286.0 +13.1% $97.70 +9.0%
269 CF CF Industries HLDGS Incorporated Basic Materials 1,860.0 $242K 0.05% -2K -55.3% $129.84 -20.7%
270 VISN Commscope HLDG Co Inc Technology 13,258.0 $241K 0.05% $18.20 -30.4%
271 IWP iShares TR Rus MD CP GR ETF 1,853.0 $237K 0.05% +13.0 +0.7% $128.13 +10.8%
272 VLO Valero Energy Corp Energy 954.0 $236K 0.05% NEW $247.08 -4.4%
273 SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF 6,951.0 $233K 0.05% +444.0 +6.8% $33.54 -0.4%
274 IGSB iShares TR Is 1-5 YR In GR CR BD ETF 4,408.0 $232K 0.05% -1K -22.7% $52.56 -0.5%
275 MMM 3M Industrials 1,591.0 $231K 0.05% -10.0 -0.6% $145.23 +10.6%
276 FIS Fidelity Natl Information SVCS Technology 4,865.0 $228K 0.05% NEW $46.91 -18.5%
277 PLD Prologis Inc. REIT Real Estate 1,723.0 $228K 0.05% NEW $132.18 +6.3%
278 SUB iShares TR SHRT Nat Mun ETF 2,133.0 $227K 0.05% +36.0 +1.7% $106.50 +0.1%
279 DBMF Imgp Dbi Managed Futures STRTGY ETF 7,479.0 $226K 0.05% -41.0 -0.6% $30.27 +2.2%
280 FDX Fedex Corp Industrials 633.0 $226K 0.05% NEW $357.63 -8.8%
Page 14 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%