Q3 2026 13F · SEC CIK 1843684

West Financial Advisors, LLC

Wealth managerFiled 2026-10-22 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $665.0M
Reported positions: 274
Top holdings a year, 3 yrs: +12.8%
Average holding period: 5.0 yrs

West Financial Advisors, LLC is a wealth manager that reported 274 positions worth $665.0M in its Q3 2026 13F, filed 2026-10-22. Its largest holdings were Vanguard Index Fds (VOO, 13.4%), State Str Spdr S&p 500 ETF T (SPY, 10.9%), Vanguard Ftse Developed Markets Index Fu (VEA, 10.7%). A portfolio copying its top holdings returned 12.8% a year over the last 3 years, against 20.4% for the S&P 500.

West Financial Advisors, LLC holdings largest 50 of 274 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

West Financial Advisors, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VOOVanguard Index Fds	13.4%	13.2%	127,161	+0.2%	$89.1M
SPYState Str Spdr S&p 500 ETF T	10.9%	11.0%	95,028	-2.4%	$72.5M
VEAVanguard Ftse Developed Markets Index Fu	10.7%	11.1%	1,011,908	-1.4%	$71.5M
BNDVanguard Bd Index Fds	7.9%	9.1%	744,834	-8.3%	$52.3M
VTEBVanguard Mun Bd Fds	6.9%	8.5%	963,176	-13.3%	$45.6M
DFAEDimensional ETF Trust	6.2%	6.0%	1,046,059	+6.0%	$41.1M
IEFAIshares Tr	4.3%	4.3%	293,334	+1.1%	$28.4M
IJHIshares Tr	4.1%	4.5%	381,582	-0.7%	$27.5M
VCSHVanguard Scottsdale Fds	3.6%	—	314,016	—	$24.3M
VTIPVanguard Malvern Fds	3.6%	—	488,357	—	$24.0M
DFLVDimensional ETF Trust	2.8%	2.8%	462,061	-2.0%	$18.6M
DFASDimensional ETF Trust	2.7%	2.8%	234,287	+4.4%	$18.1M
DFNMDimensional ETF Trust	2.6%	1.6%	377,379	+75.0%	$17.4M
VNQVanguard Index Fds	2.4%	2.6%	178,583	+2.3%	$16.0M
VXFVanguard Index Fds	2.2%	2.4%	63,400	-0.4%	$14.7M
VTIVanguard Index Fds	2.0%	0.9%	35,403	+114.4%	$13.2M
BILSpdr Series Trust	1.4%	0.5%	98,496	+202.0%	$9.0M
VIGVanguard Specialized Funds	1.2%	1.2%	33,185	-3.9%	$7.7M
QQQInvesco Qqq Tr	1.0%	1.0%	8,588	-6.1%	$6.4M
AAPLApple Inc	0.8%	0.7%	16,675	+0.1%	$5.6M
XLKSelect Sector Spdr Tr	0.7%	0.7%	22,772	-11.0%	$4.5M
XLVSelect Sector Spdr Tr	0.6%	—	24,470	—	$4.1M
XLESelect Sector Spdr Tr	0.6%	0.6%	64,961	-6.9%	$4.0M
XLFSelect Sector Spdr Tr	0.6%	—	73,095	—	$3.9M
VBVanguard Index Fds	0.5%	0.6%	12,845	+0.4%	$3.7M
VOVanguard Index Fds	0.4%	0.4%	37,093	+1.1%	$2.9M
VSGXVanguard World Fd	0.4%	0.4%	30,535	+0.7%	$2.5M
VWOVanguard Intl Equity Index F	0.4%	0.4%	41,430	+0.3%	$2.5M
ESGVVanguard World Fd	0.4%	0.4%	17,888	-2.7%	$2.4M
VXUSVanguard Star Fds	0.3%	0.3%	25,507	-2.7%	$2.2M
VUGVanguard Index Fds	0.3%	0.3%	23,248	-1.7%	$2.1M
PRFInvesco Exchange Traded Fd T	0.3%	0.3%	35,202	-1.5%	$1.9M
MTUMIshares Tr	0.2%	0.2%	5,092	+59.6%	$1.6M
VBRVanguard Index Fds	0.2%	0.1%	6,897	+199.5%	$1.6M
MSFTMicrosoft Corp	0.2%	0.2%	2,681	+0.0%	$1.4M
CASYCaseys Gen Stores Inc	0.2%	0.3%	2,081	-2.6%	$1.3M
MGCVanguard World Fd	0.2%	0.2%	3,559	-1.9%	$1.0M
IWFIshares Tr	0.1%	0.1%	6,857	+131.3%	$859K
IBITIshares Bitcoin Trust ETF	0.1%	0.1%	17,508	-6.9%	$829K
BRK-ABerkshire Hathaway Inc Del	0.1%	0.1%	1	+0.0%	$747K
SUSAIshares Tr	0.1%	0.1%	4,472	-1.9%	$696K
LNTAlliant Energy Corp	0.1%	0.1%	10,768	+0.0%	$682K
DSIIshares Tr	0.1%	0.1%	4,457	-0.1%	$652K
VTVVanguard Index Fds	0.1%	0.1%	2,737	+0.2%	$591K
IWDIshares Tr	0.1%	—	2,309	—	$572K
DFAIDimensional ETF Trust	0.1%	—	12,883	—	$534K
SCHBSchwab Strategic Tr	0.1%	0.1%	16,492	-1.1%	$483K
TSLATesla Inc	0.1%	0.1%	1,333	+0.0%	$473K
IDMOInvesco Exch Traded Fd Tr II	0.1%	—	7,095	—	$433K
TYLTyler Technologies Inc	0.1%	0.1%	1,344	-20.0%	$428K

What West Financial Advisors, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.2% /yr; S&P 500 +20.1%
3 years: +12.8% /yr; S&P 500 +20.4%
5 years: +5.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$665.0M	274
Q2 2026	$658.5M	223
Q1 2026	$589.1M	192
Q4 2025	$592.7M	235
Q3 2025	$605.0M	192
Q2 2025	$574.7M	206
Q1 2025	$526.2M	202
Q4 2024	$518.6M	204
Q3 2024	$518.5M	187
Q2 2024	$481.6M	159
Q1 2024	$466.2M	154
Q4 2023	$438.7M	157

Questions about West Financial Advisors, LLC's portfolio

What stocks does West Financial Advisors, LLC own?

West Financial Advisors, LLC's latest 13F, for Q3 2026 and filed Oct 22, 2026, lists 274 positions worth $665.0M. The largest are Vanguard Index Fds (VOO) at 13.4%, State Str Spdr S&p 500 ETF T (SPY) at 10.9%, Vanguard Ftse Developed Markets Index Fu (VEA) at 10.7%, Vanguard Bd Index Fds (BND) at 7.9% and Vanguard Mun Bd Fds (VTEB) at 6.9%.

What did West Financial Advisors, LLC buy last quarter?

In Q3 2026, West Financial Advisors, LLC added Spdr Series Trust (BIL) (+202.0% shares), Vanguard Index Fds (VBR) (+199.5% shares) and Ishares Tr (IWF) (+131.3% shares), compared with its Q2 2026 filing.

What did West Financial Advisors, LLC sell last quarter?

In Q3 2026, West Financial Advisors, LLC cut from its top 50 Vanguard Scottsdale Fds (VCIT), cut from its top 50 Ishares Tr (TIP), cut from its top 50 Select Sector Spdr Tr (XLI), cut from its top 50 Select Sector Spdr Tr (XLB), cut from its top 50 Charles Schwab Corp (the) (SCHW), Tyler Technologies Inc (TYL) (-20.0% shares), Vanguard Mun Bd Fds (VTEB) (-13.3% shares) and Select Sector Spdr Tr (XLK) (-11.0% shares), compared with its Q2 2026 filing.

How has West Financial Advisors, LLC's portfolio performed?

A portfolio copying West Financial Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.2% against +20.1%. Over 5 years: +5.6% a year against +11.6%.

When is West Financial Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. West Financial Advisors, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.