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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 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JPMorgan Ultra-Short Income ETF 45,023.0 $2.3M 0.50% -11K -19.3% $50.61
62 CME Cme Group Inc Class A Financial Services 7,695.0 $2.3M 0.50% -591.0 -7.1% $295.35 -16.6%
63 SPYI Neos S&P 500 High Income ETF 45,423.0 $2.2M 0.49% NEW $49.37 +7.5%
64 LLY Eli Lilly & Company Healthcare 2,274.0 $2.1M 0.46% +120.0 +5.6% $919.77 +19.4%
65 AGG iShares Core US Aggregate Bond ETF 21,027.0 $2.1M 0.46% -390.0 -1.8% $99.27 -0.4%
66 SPHQ Invesco S&P 500 Quality ETF 27,054.0 $2.0M 0.45% -12K -30.0% $75.19 +18.8%
67 HD Home Depot Consumer Cyclical 6,142.0 $2.0M 0.44% +110.0 +1.8% $328.90 +1.6%
68 UNP Union Pacific Corp Industrials 8,006.0 $1.9M 0.43% -681.0 -7.8% $242.62 +5.9%
69 SYK Stryker Corporation Healthcare 5,631.0 $1.9M 0.41% -2K -24.6% $329.45 -6.6%
70 JEPI JPMorgan Equity Premium Income ETF 32,546.0 $1.8M 0.41% -26K -44.4% $56.68 -1.0%
71 MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 18,189.0 $1.8M 0.40% -23K -55.5% $100.57 +0.1%
72 DVN Devon Energy Corp Energy 36,038.0 $1.8M 0.40% -11K -23.9% $50.32 -16.3%
73 IMTM iShares TR MSCI Intl Moment 35,430.0 $1.7M 0.37% +30K +544.5% $48.02 +11.9%
74 NFLX Netflix Inc Communication Services 17,614.0 $1.7M 0.37% -388.0 -2.2% $96.15 -19.5%
75 SCHD Schwab US Dividend Equity ETF 54,494.0 $1.7M 0.37% +6K +12.5% $30.68 +3.8%
76 APD Air Prod & Chemicals Basic Materials 5,687.0 $1.7M 0.36% -276.0 -4.6% $290.49 -3.5%
77 JMEE JP Morgan ETF Trust MKT Expansion Enhanced 23,327.0 $1.6M 0.34% -13K -36.5% $66.77 +14.4%
78 JEPQ J P Morgan Nasdaq EQT PRM Inc ETF IV 26,723.0 $1.5M 0.33% -73K -73.1% $55.52 +10.5%
79 IWD iShares Russell 1000 Value ETF 6,889.0 $1.5M 0.32% $213.66 +13.4%
80 CVX Chevron Corp. Energy 6,932.0 $1.4M 0.32% +513.0 +8.0% $206.90 -16.1%
Page 4 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%