West Financial Advisors, LLC
CIK 0001843684 · DES MOINES, IA · Quarter end: 2026-06-30 · Filed on: 2026-07-08 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$658.5M
2026 Q2
Positions
224
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
74.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VOO
VANGUARD INDEX FDS
13.2%
VEA
VANGUARD TAX-MANAGED FDS
11.1%
SPY
STATE STR SPDR S&P 500 ETF T
11.0%
BND
VANGUARD BD INDEX FDS
9.1%
VTEB
VANGUARD MUN BD FDS
8.5%
DFAE
DIMENSIONAL ETF TRUST
6.0%
IJH
ISHARES TR
4.5%
IEFA
ISHARES TR
4.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.