West Financial Advisors, LLC holds a focused book of 223 reported positions worth $658.5M as of Q2 2026 (disclosed Jul 8, 2026, a ~8-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; 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 reported non-option book. Cloning the disclosed picks since 2024 would be +17% (+8.3%/yr). That is a simulation of the disclosed long book, not audited returns.
West Financial Advisors, LLC is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +22.3%, a 5.7-point gap that is the cost of the ~8-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning West Financial Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~8 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
+10 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as West Financial Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 52 / 80 | $275.9B |
| Tenon Financial LLC | 30 / 80 | $281.9M |
| Kearns & Associates LLC | 18 / 80 | $194.1M |
| Vista Capital Partners, Inc. | 44 / 80 | $1.0B |
| Prosperity Advisers, LLC | 22 / 80 | $122.9M |
| Stembrook Asset Management, LLC | 19 / 80 | $101.9M |
| Cerity Partners Retirement Plan Advisors LLC | 10 / 80 | $206.6M |
| GuidedMoney, LLC | 16 / 80 | $184.1M |
Ranked by the share of each fund's own book sitting in the names it shares with West Financial Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show West Financial Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 8, 2026 | 8d | 224 | $658.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 8, 2026 | 8d | 193 | $589.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 13, 2026 | 13d | 236 | $592.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 14d | 193 | $605.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 21, 2025 | 21d | 207 | $574.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 9, 2025 | 9d | 203 | $526.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 14d | 205 | $518.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 8, 2024 | 8d | 188 | $518.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.