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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 5 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GOOG Alphabet Inc. Class C Communication Services 4,939.0 $1.4M 0.31% +217.0 +4.6% $286.86 +28.1%
82 FS Specialty Lending FD Shares Of Ben 111,482.0 $1.4M 0.31% -1K -1.3% $12.51
83 VTI Vanguard Total Stock Market ETF 4,168.0 $1.3M 0.29% +74.0 +1.8% $320.83 +15.3%
84 TLT iShares TR 20 YR TR BD ETF 15,318.0 $1.3M 0.29% +2K +14.0% $86.69 +0.1%
85 JIRE J P Morgan Exchange-Traded International Resh Enhanced 17,245.0 $1.3M 0.29% -14K -45.0% $75.74 +9.2%
86 RODM Hartford MLTFCTR DVLPD MRKTS ETF 32,653.0 $1.3M 0.28% NEW $39.42 +4.1%
87 FTGS First Trust Growth Strength ETF IV 37,002.0 $1.3M 0.28% -38K -50.7% $34.05 +8.6%
88 PG Procter & Gamble Consumer Defensive 8,717.0 $1.3M 0.28% -838.0 -8.8% $144.44 +4.1%
89 IDVO Amplify Intrntnl Enhnc Divi Incm ETF 30,902.0 $1.3M 0.28% +7K +31.9% $40.47 +4.7%
90 AMAT Applied Matls Incorporated Technology 3,649.0 $1.2M 0.27% +2K +132.4% $341.79 +80.6%
91 AVUV Avantis US Small Cap Value ETF 11,252.0 $1.2M 0.27% NEW $110.47 +10.4%
92 COHR Coherent Corporation Technology 5,211.0 $1.2M 0.27% -1K -17.3% $238.21 +63.5%
93 MCD McDonalds Consumer Cyclical 3,919.0 $1.2M 0.27% +383.0 +10.8% $310.76 -10.3%
94 SPY SPDR S&P 500 ETF Financial Services 1,778.0 $1.2M 0.26% +243.0 +15.8% $652.27 +14.5%
95 TJX TJX Companies Incorporated New Consumer Cyclical 7,245.0 $1.2M 0.25% -238.0 -3.2% $159.70 +2.6%
96 JPIE JPMorgan Income ETF 24,745.0 $1.1M 0.25% +3K +11.8% $46.07 -0.3%
97 KO Coca-Cola Consumer Defensive 14,637.0 $1.1M 0.25% $76.55 +3.7%
98 PDBC Invsc Actvly MNG Optm YD DVRS ETF 64,105.0 $1.1M 0.24% +7K +13.2% $17.32 -4.7%
99 BBY Best Buy Co Inc Consumer Cyclical 16,900.0 $1.1M 0.24% -5K -22.1% $65.16 +14.7%
100 TSLA Tesla Motors Consumer Cyclical 2,958.0 $1.1M 0.24% $371.75 +7.7%
Page 5 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%