BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 6 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FIXD First Trust TCW Opportunistic Fi ETF 25,097.0 $1.1M 0.24% -1K -4.6% $43.59 +0.3%
102 LRCX Lam Research Corporation Com New Technology 5,058.0 $1.1M 0.24% -1K -20.0% $213.91 +81.9%
103 TFIN Triumph Finl Inc Financial Services 17,600.0 $1.1M 0.23% $59.66 +20.8%
104 IBM IBM Technology 4,315.0 $1.0M 0.23% -334.0 -7.2% $242.38 +2.8%
105 RTX RTX Corporation Industrials 5,378.0 $1.0M 0.23% -954.0 -15.1% $192.90 -3.8%
106 RJF Raymond James Finl Financial Services 7,140.0 $1.0M 0.23% $144.79 +7.6%
107 RCL Royal Caribbean Cruises Consumer Cyclical 3,744.0 $1.0M 0.23% $275.20 +13.6%
108 IYR iShares US Real Estate ETF 10,878.0 $1.0M 0.23% NEW $94.56 +6.2%
109 V Visa Inc Class A Financial Services 3,355.0 $1.0M 0.22% +485.0 +16.9% $302.23 +8.3%
110 North SQR Rcim Tax Adv Pre In ETF 39,747.0 $1.0M 0.22% +9K +31.3% $25.39
111 GLW Corning Incorporated Technology 7,375.0 $1.0M 0.22% +3K +52.6% $135.97 +43.4%
112 CIEN Ciena Corporation Com New Technology 2,540.0 $986K 0.22% -576.0 -18.5% $388.23 +10.3%
113 FTCS First Trust Capital Strength ETF 10,355.0 $960K 0.21% $92.76 +0.2%
114 GS Goldman Sachs Group Financial Services 1,103.0 $933K 0.20% -151.0 -12.0% $845.99 +29.6%
115 BIL SPDR Bloomberg 1 3 MNTH T BLL ETF 10,040.0 $920K 0.20% +917.0 +10.1% $91.64 -0.1%
116 SHY iShares 1-3 Year Treasry Bond ETF 11,001.0 $908K 0.20% +2K +28.8% $82.57 -0.7%
117 DUK Duke Energy Corp Utilities 6,934.0 $908K 0.20% -552.0 -7.4% $130.94 -5.4%
118 XSMO Invesco S&P Smallcap Momentum ETF 11,770.0 $895K 0.20% NEW $76.02 +18.4%
119 IEFA iShares TR Core MSCI EAFE 9,861.0 $893K 0.20% -465.0 -4.5% $90.53 +7.5%
120 ABT Abbott Laboratories Healthcare 8,643.0 $887K 0.20% -163.0 -1.9% $102.67 -13.9%
Page 6 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%