West Financial Advisors, LLC holds a focused book of 223 stocks worth $658.5M as of Q2 2026 (disclosed Jul 8, 2026, a ~45-day 13F lag). This quarter they opened SS Technology Select Sector and trimmed Vanguard Ftse Developed ETF. Their largest long position is Vanguard S&P 500 ETF at 13% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1843684/holdings"
Use Arkolith to show West Financial Advisors, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
3% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $87.2M | 126.9K | 13.2% | ▲+4.3% Added · +5K sh | |
| 2 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $73.1M | 1.03M | 11.1% | ▼−4.0% Reduced · −43K sh | |
| 3 | State STR SPDR S&P 500 ETF T TR UNIT | $72.7M | 97.4K | 11.0% | ▲+0.5% Added · +469 sh | |
| 4 | Vanguard BD Index FDS TOTAL BND MRKT | $59.6M | 812.4K | 9.1% | ▲+13% Added · +93K sh | |
| 5 | Vanguard Mun BD FDS TAX EXEMPT BD | $56.2M | 1.11M | 8.5% | ▲+1.4% Added · +16K sh | |
| 6 | Dimensional ETF Trust EMGR CRE EQT MNG | $39.7M | 987.0K | 6.0% | ▲+14% Added · +125K sh | |
| 7 | Ishares TR CORE S&P MCP ETF | $29.6M | 384.3K | 4.5% | ▲+3.0% Added · +11K sh | |
| 8 | Ishares TR CORE MSCI EAFE | $28.0M | 290.1K | 4.3% | ▲+1.4% Added · +4K sh | |
| 9 | Vanguard Scottsdale FDS INT-TERM CORP | $22.6M | 273.7K | 3.4% | ▲+6.1% Added · +16K sh | |
| 10 | Ishares TR TIPS BD ETF | $20.9M | 191.3K | 3.2% | ▲+5.3% Added · +10K sh | |
| 11 | Dimensional ETF Trust US LARG VALU ETF | $18.6M | 471.4K | 2.8% | ▼−18% Reduced · −100K sh | |
| 12 | Dimensional ETF Trust US SMALL CAP ETF | $18.5M | 224.3K | 2.8% | ▲+5.1% Added · +11K sh | |
| 13 | Vanguard Index FDS REAL ESTATE ETF | $16.8M | 174.6K | 2.6% | ▲+2.5% Added · +4K sh | |
| 14 | Vanguard Index FDS EXTEND MKT ETF | $15.7M | 63.6K | 2.4% | ▼−0.6% Reduced · −412 sh | |
| 15 | Dimensional ETF Trust NATL MUN BD ETF | $10.4M | 215.7K | 1.6% | ▲+6.8% Added · +14K sh | |
| 16 | Vanguard Specialized Funds DIV APP ETF | $8.2M | 34.5K | 1.2% | ▼−7.2% Reduced · −3K sh | |
| 17 | Invesco QQQ TR UNIT SER 1 | $6.7M | 9.2K | 1.0% | ▲+4.3% Added · +377 sh | |
| 18 | Vanguard Index FDS TOTAL STK MKT | $6.1M | 16.5K | 0.9% | ▲+5.9% Added · +916 sh | |
| 19 | Select Sector SPDR TR ST STR TECHN ETF | $4.9M | 25.6K | 0.7% | ▲New New position | |
| 20 | Apple Inc COM | $4.8M | 16.7K | 0.7% | ▲+5.7% Added · +900 sh | |
| 21 | Select Sector SPDR TR ST STR INDL ETF | $4.4M | 23.9K | 0.7% | ▲+2.8% Added · +649 sh | |
| 22 | Select Sector SPDR TR ST STR MATER ETF | $4.1M | 81.3K | 0.6% | ▲+5.5% Added · +4K sh | |
| 23 | Vanguard Index FDS SMALL CP ETF | $3.9M | 12.8K | 0.6% | ▼−2.4% Reduced · −317 sh | |
| 24 | Select Sector SPDR TR ST STR ENERG ETF | $3.7M | 69.8K | 0.6% | ▼−2.5% Reduced · −2K sh | |
| 25 | SPDR Series Trust ST STR BLO 1 ETF | $3.0M | 32.6K | 0.5% | ▼−59% Reduced · −46K sh | |
| 26 | Vanguard Index FDS MID CAP ETF | $3.0M | 36.7K | 0.4% | ▲+288% Added · +27K sh | |
| 27 | Vanguard World FD ESG INTL STK ETF | $2.5M | 30.3K | 0.4% | ▲+0.1% Added · +37 sh | |
| 28 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $2.5M | 41.3K | 0.4% | ▼−1.3% Reduced · −552 sh | |
| 29 | Vanguard World FD ESG US STK ETF | $2.4M | 18.4K | 0.4% | ▼−1.5% Reduced · −274 sh | |
| 30 | Vanguard Star FDS VG TL INTL STK F | $2.2M | 26.2K | 0.3% | ▼−3.5% Reduced · −947 sh | |
| 31 | Vanguard Index FDS GROWTH ETF | $2.0M | 23.6K | 0.3% | ▲+501% Added · +20K sh | |
| 32 | Invesco Exchange Traded FD T RAFI US 1000 ETF | $1.9M | 35.7K | 0.3% | ▼−0.2% Reduced · −67 sh | |
| 33 | Caseys Gen Stores Inc COM | $1.7M | 2.1K | 0.3% | ▼−1.9% Reduced · −41 sh | |
| 34 | Ishares TR MSCI USA MMENTM | $1.1M | 3.2K | 0.2% | ▲New New position | |
| 35 | Microsoft Corp COM | $1000K | 2.7K | 0.2% | ▼−3.6% Reduced · −100 sh | |
| 36 | Vanguard World FD MEGA CAP INDEX | $992K | 3.6K | 0.2% | ▼−2.8% Reduced · −103 sh | |
| 37 | Schwab Charles Corp COM | $830K | 9.0K | 0.1% | —Held | |
| 38 | Alliant Energy Corp COM | $821K | 10.8K | 0.1% | —Held | |
| 39 | Berkshire Hathaway Inc Del CL A | $749K | 1 | 0.1% | —Held | |
| 40 | Ishares TR ESG OPTIMIZED | $703K | 4.6K | 0.1% | ▼−0.8% Reduced · −37 sh | |
| 41 | Ishares TR ESG MSCI KLD ETF | $635K | 4.5K | 0.1% | ▼−1.7% Reduced · −76 sh | |
| 42 | Ishares Bitcoin Trust ETF SHS BEN INT | $626K | 18.8K | 0.1% | ▲+8.7% Added · +2K sh | |
| 43 | Vanguard World FD ESG US CORP BD | $624K | 9.9K | 0.1% | ▲+2.0% Added · +199 sh | |
| 44 | Vanguard Index FDS VALUE ETF | $595K | 2.7K | 0.1% | ▲+1.8% Added · +49 sh | |
| 45 | Tesla Inc COM | $561K | 1.3K | 0.1% | —Held | |
| 46 | Vanguard Index FDS SM CP VAL ETF | $560K | 2.3K | 0.1% | —Held | |
| 47 | Tyler Technologies Inc COM | $491K | 1.7K | 0.1% | ▲+16% Added · +231 sh | |
| 48 | Schwab Strategic TR US BRD MKT ETF | $483K | 16.7K | 0.1% | —Held | |
| 49 | Vanguard Intl Equity Index F TT WRLD ST ETF | $398K | 2.5K | 0.1% | ▼−9.1% Reduced · −254 sh | |
| 50 | Ishares TR RUS 1000 GRW ETF | $368K | 3.0K | 0.1% | ▲+288% Added · +2K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 8, 2026 | 224 | $658.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 8, 2026 | 193 | $589.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 13, 2026 | 236 | $592.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 193 | $605.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 21, 2025 | 207 | $574.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 9, 2025 | 203 | $526.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 205 | $518.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 8, 2024 | 188 | $518.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.