West Financial Advisors, LLC
West Financial Advisors, LLC reported 224 positions worth $658.5M as of June 30, 2026 (13F filed July 8, 2026). Largest holding: VOO (13.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $87.2M | 13.23% | 126,894 | — | — | |
| ▸ 2 | VEA | SH | $73.1M | 11.11% | 1,026,448 | — | — | |
| ▸ 3 | SPY | SH | $72.7M | 11.05% | 97,397 | — | — | |
| ▸ 4 | BND | SH | $59.6M | 9.06% | 812,403 | — | — | |
| ▸ 5 | VTEB | SH | $56.2M | 8.53% | 1,110,601 | — | — | |
| ▸ 6 | DFAE | SH | $39.7M | 6.03% | 986,974 | — | — | |
| ▸ 7 | IJH | SH | $29.6M | 4.50% | 384,262 | — | — | |
| ▸ 8 | IEFA | SH | $28.0M | 4.25% | 290,065 | — | — | |
| ▸ 9 | VCIT | SH | $22.6M | 3.44% | 273,712 | — | — | |
| ▸ 10 | TIP | SH | $20.9M | 3.18% | 191,290 | — | — |
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Frequently Asked Questions
What stocks does West Financial Advisors, LLC hold as of Q2 2026?
West Financial Advisors, LLC reported 224 positions worth $658.5M in its Q2 2026 13F filing. Largest positions: VOO (13.2%), VEA (11.1%), SPY (11.0%), BND (9.1%) and VTEB (8.5%).
What did West Financial Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did West Financial Advisors, LLC 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.