West Financial Advisors, LLC: 13F holdings
CIK 18436842026Q2
| Positions | 224 |
|---|
| Reported value | $658.5m |
|---|
| Filed | 2026-07-08 |
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Change since last quarter
| Positions | 224 (+31 vs prior quarter) |
|---|
| Reported value | $658.5m (+11.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 126,894 | $87.2m | 13.2% |
| VEA VANGUARD TAX-MANAGED FDS | 1,026,448 | $73.1m | 11.1% |
| SPY STATE STR SPDR S&P 500 ETF T | 97,397 | $72.7m | 11.0% |
| BND VANGUARD BD INDEX FDS | 812,403 | $59.6m | 9.1% |
| VTEB VANGUARD MUN BD FDS | 1,110,601 | $56.2m | 8.5% |
| DFAE DIMENSIONAL ETF TRUST | 986,974 | $39.7m | 6.0% |
| IJH ISHARES TR | 384,262 | $29.6m | 4.5% |
| IEFA ISHARES TR | 290,065 | $28.0m | 4.3% |
| VCIT VANGUARD SCOTTSDALE FDS | 273,712 | $22.6m | 3.4% |
| TIP ISHARES TR | 191,290 | $20.9m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1843684")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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