Q2 2026 13F · SEC CIK 1909879

West Michigan Advisors, LLC

Wealth managerFiled 2026-08-21 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $526.1M
Reported positions: 295
Top holdings a year, 3 yrs: +7.9%
Assets under management: $781.3M

West Michigan Advisors, LLC is a wealth manager that reported 295 positions worth $526.1M in its Q2 2026 13F, filed 2026-08-21. Its largest holdings were Gentex Corp (GNTX, 8.7%), Amplify CWP Enhanced DIV Inm ETF (3.0%), Defender Risk Adaptive 500 ETF (SPDF, 2.7%). A portfolio copying its top holdings returned 7.9% a year over the last 3 years, against 20.4% for the S&P 500.

West Michigan Advisors, LLC holdings largest 50 of 295 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 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 Michigan Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GNTXGentex Corp	8.7%	8.6%	1,807,608	+0.8%	$45.7M
321084090Amplify CWP Enhanced DIV Inm ETF	3.0%	—	340,800	—	$15.6M
SPDFDefender Risk Adaptive 500 ETF	2.7%	—	519,876	—	$14.3M
AAPLApple Inc	2.5%	—	45,583	—	$13.2M
NVDANvidia Corporation	2.4%	2.3%	62,075	+2.1%	$12.4M
MSFTMicrosoft Corp	1.9%	2.3%	26,883	-5.1%	$10.0M
BOXXEa Series Trust	1.5%	1.1%	65,868	+52.8%	$7.7M
VOOVanguard Index Fds	1.4%	1.4%	10,509	-0.8%	$7.2M
SGOVIshares Tr	1.4%	1.1%	70,665	+43.7%	$7.1M
INTCIntel Corp	1.3%	0.6%	48,685	-22.8%	$6.8M
AVGOBroadcom Inc	1.3%	1.3%	17,706	-5.8%	$6.7M
QQQInvesco Qqq Tr	1.2%	0.8%	8,796	+46.4%	$6.5M
JPMJpmorgan Chase & Co	1.2%	1.2%	19,178	+1.8%	$6.3M
790310700Advanced Micro Device In	1.2%	—	10,509	—	$6.1M
MRKMerck & Co Inc	1.1%	1.2%	44,438	+1.5%	$5.7M
SNDKSandisk Corp	1.1%	—	2,462	—	$5.6M
MUMicron Technology Inc	1.1%	—	4,825	—	$5.6M
AAPLApple	1.0%	1.0%	18,600	+0.0%	$5.4M
COHRCoherent Corp	1.0%	—	13,477	—	$5.3M
AXPAmerican Express Co	1.0%	—	15,671	—	$5.3M
WDCWestern Digital Corp Com	1.0%	—	8,277	—	$5.3M
RVMDRevolution Medicines Inc	1.0%	—	27,348	—	$5.1M
ITWIllinois Tool Wks Inc	1.0%	0.9%	18,636	+24.0%	$5.1M
HBANHuntington Bancshares Inc	1.0%	1.1%	279,653	-11.1%	$5.0M
GILDGilead Sciences Inc	0.9%	0.9%	39,458	+32.4%	$5.0M
CMCSAComcast Corp New	0.9%	0.9%	202,825	+37.7%	$5.0M
QCOMQualcomm Inc	0.9%	1.0%	26,922	-26.3%	$5.0M
ALLEAllegion PLC	0.9%	0.8%	35,150	+33.0%	$4.9M
MOAltria Group Inc	0.9%	0.9%	65,314	+10.9%	$4.8M
BMYBristol-Myers Squibb Co	0.9%	0.9%	82,237	+23.4%	$4.7M
EOGEog Res Inc	0.9%	1.0%	36,089	+17.6%	$4.7M
NEMNewmont Corp	0.9%	1.0%	48,690	+14.1%	$4.5M
HASHasbro Inc	0.9%	0.8%	54,474	+32.0%	$4.5M
ETNEaton Corp PLC	0.9%	0.9%	10,521	-3.5%	$4.5M
CGGOCapital Group Gbl Growth Eqt	0.8%	0.7%	103,584	+2.4%	$4.4M
AMZNAmazon.Com Inc	0.8%	—	18,192	—	$4.3M
QQQINeos ETF Trust	0.8%	0.7%	76,126	+14.6%	$4.3M
GLDSpdr Gold Tr	0.8%	0.8%	11,669	+31.5%	$4.3M
ABBVAbbvie Inc	0.8%	0.8%	16,983	-0.3%	$4.3M
LITELumentum Hldgs Inc	0.8%	—	4,843	—	$4.2M
CIENCiena Corp	0.8%	—	8,375	—	$4.1M
MPCMarathon Petroleum	0.8%	0.8%	16,002	+2.5%	$4.1M
WMTWalmart Inc	0.8%	1.0%	35,924	-1.8%	$4.1M
RKLBRocket Lab Corp	0.7%	—	37,719	—	$3.8M
LDOSLeidos Holdings Inc	0.7%	0.8%	36,848	+57.8%	$3.8M
SPYINeos ETF Trust	0.7%	—	71,133	—	$3.8M
326541050Analog Devices Inc	0.6%	—	8,367	—	$3.3M
EFAIshares Tr	0.6%	—	29,299	—	$3.0M
QDPLPacer Fds Tr	0.6%	0.6%	65,419	-3.0%	$2.9M
GOOGLAlphabet Inc	0.5%	1.0%	7,740	-52.4%	$2.8M

What West Michigan Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

LDOS Leidos Holdings Inc+57.8% shares
BOXX Ea Series Trust+52.8% shares
QQQ Invesco Qqq Tr+46.4% shares
SGOV Ishares Tr+43.7% shares
CMCSA Comcast Corp New+37.7% shares
ALLE Allegion PLC+33.0% shares
GILD Gilead Sciences Inc+32.4% shares
HAS Hasbro Inc+32.0% shares

Reduced

GOOGL Alphabet Inc-52.4% shares
QCOM Qualcomm Inc-26.3% shares
INTC Intel Corp-22.8% shares
HBAN Huntington Bancshares Inc-11.1% shares
AVGO Broadcom Inc-5.8% shares
MSFT Microsoft Corp-5.1% shares

Left the top 50

Share counts compared with the Q1 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: +9.5% /yr; S&P 500 +20.1%
3 years: +7.9% /yr; S&P 500 +20.4%
5 years: +6.8% /yr; S&P 500 +16.8%

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
Q2 2026	$526.1M	295
Q1 2026	$455.2M	298
Q4 2025	$435.6M	271
Q3 2025	$416.0M	261
Q2 2025	$354.5M	235
Q1 2025	$301.6M	212
Q4 2024	$331.2M	228
Q3 2024	$331.3M	191
Q2 2024	$314.3M	179
Q1 2024	$307.7M	176
Q4 2023	$263.9M	154
Q3 2023	$187.1M	151

Questions about West Michigan Advisors, LLC's portfolio

What stocks does West Michigan Advisors, LLC own?

West Michigan Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 21, 2026, lists 295 positions worth $526.1M. The largest are Gentex Corp (GNTX) at 8.7%, Amplify CWP Enhanced DIV Inm ETF at 3.0%, Defender Risk Adaptive 500 ETF (SPDF) at 2.7%, Apple Inc (AAPL) at 2.5% and Nvidia Corporation (NVDA) at 2.4%.

What did West Michigan Advisors, LLC buy last quarter?

In Q2 2026, West Michigan Advisors, LLC added Leidos Holdings Inc (LDOS) (+57.8% shares), Ea Series Trust (BOXX) (+52.8% shares) and Invesco Qqq Tr (QQQ) (+46.4% shares), compared with its Q1 2026 filing.

What did West Michigan Advisors, LLC sell last quarter?

In Q2 2026, West Michigan Advisors, LLC cut from its top 50 Amplify ETF Tr (DIVO), cut from its top 50 Apple Inc (AAPL), cut from its top 50 Innovator Etfs Trust (PJAN), cut from its top 50 Amazon Com Inc (AMZN), cut from its top 50 Cisco Sys Inc (CSCO), Alphabet Inc (GOOGL) (-52.4% shares), Qualcomm Inc (QCOM) (-26.3% shares) and Intel Corp (INTC) (-22.8% shares), compared with its Q1 2026 filing.

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

A portfolio copying West Michigan Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +7.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +9.5% against +20.1%. Over 5 years: +6.8% a year against +16.8%.

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

13F filings are due 45 days after each quarter ends. West Michigan Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does West Michigan Advisors, LLC manage?

West Michigan Advisors, LLC reported $781.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $526.1M.