West Family Investments, Inc.

CIK 0001568303 · CARLSBAD, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source

West Family Investments, Inc. reported 468 positions worth $345.0M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: NVDA (4.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$345.0M
2026 Q2
Positions
468
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
26.2%
Est. Net Flow (Q)
2026 Q2
10 / 468 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$15.4M4.46%76,955
2IEMGISHARES INCSH$13.2M3.83%159,437
3AAPLAPPLE INCSH$12.8M3.72%44,337
4MSFTMICROSOFT CORPSH$9.0M2.61%24,135
5GOOGLALPHABET INCSH$8.9M2.58%24,935
6TSMTAIWAN SEMICONDUCTOR MANUFACSH$7.3M2.12%15,323
7AMZNAMAZON COM INCSH$6.6M1.92%27,814
8MUMICRON TECHNOLOGY INCSH$5.8M1.69%5,055
9IEFAISHARES TRSH$5.6M1.63%58,233
10AVGOBROADCOM INCSH$5.5M1.59%14,519

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does West Family Investments, Inc. hold as of Q2 2026?

West Family Investments, Inc. reported 468 positions worth $345.0M in its Q2 2026 13F filing. Largest positions: NVDA (4.5%), IEMG (3.8%), AAPL (3.7%), MSFT (2.6%) and GOOGL (2.6%).

What did West Family Investments, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did West Family Investments, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.