West Michigan Advisors, LLC holds a diversified book of 295 reported positions worth $526.1M as of Q2 2026 (disclosed Aug 21, 2026, a ~52-day 13F lag). This quarter they opened Amplify CWP Enhanced DIV Inm ETF and trimmed Microsoft Corp. Their largest long position is Gentex Corp at 9% of the reported non-option book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
61% mapped to company sectors
+5 sectors below the cut, 7% 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 Michigan Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Trans-Canada Capital Inc. | 9 / 80 | $1.6B |
| Ramsey Quantitative Systems | 8 / 80 | $95.4M |
| Marest Capital, LLC | 10 / 80 | $167.8M |
| Wallace Hart LLC | 14 / 80 | $123.2M |
| Oriental Harbor Investment Master Fund | 8 / 80 | $1.2B |
| Fortune 45 LLC | 12 / 80 | $174.1M |
| Trust Asset Management LLC | 32 / 80 | $1.2B |
| 180 GPS Investments IC Ltd | 13 / 80 | $92.6M |
Ranked by the share of each fund's own book sitting in the names it shares with West Michigan 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 | Gentex Corp Common Stock | $45.7M | 1.81M | 8.7% | ▲+0.8% Added · +15K sh | |
| 2 | Amplify CWP Enhanced DIV Inm ETF ETF | $15.6M | 340.8K | 3.0% | ▲New New position | |
| 3 | Defender Risk Adaptive 500 ETF ETF | $14.3M | 519.9K | 2.7% | ▲New New position | |
| 4 | Apple Inc Common Stock | $13.2M | 45.6K | 2.5% | ▲New New position | |
| 5 | Nvidia Corp Common Stock | $12.4M | 62.1K | 2.4% | ▲+2.1% Added · +1K sh | |
| 6 | Microsoft Common Stock | $10.0M | 26.9K | 1.9% | ▼−5.1% Reduced · −1K sh | |
| 7 | Alpha Architect 1-3 Month Box ETF ETF | $7.7M | 65.9K | 1.5% | ▲+53% Added · +23K sh | |
| 8 | Vanguard S&P 500 ETF ETF | $7.2M | 10.5K | 1.4% | ▼−0.8% Reduced · −82 sh | |
| 9 | iShares TR 0-3 MNTH Treasry ETF | $7.1M | 70.7K | 1.4% | ▲+44% Added · +21K sh | |
| 10 | Intel Common Stock | $6.8M | 48.7K | 1.3% | ▼−23% Reduced · −14K sh | |
| 11 | Broadcom Inc Common Stock | $6.7M | 17.7K | 1.3% | ▼−5.8% Reduced · −1K sh | |
| 12 | Invesco QQQ ETF | $6.5M | 8.8K | 1.2% | ▲+46% Added · +3K sh | |
| 13 | JPMorgan Chase Common Stock | $6.3M | 19.2K | 1.2% | ▲+1.8% Added · +334 sh | |
| 14 | Advanced Micro Device In Common Stock | $6.1M | 10.5K | 1.2% | ▲New New position | |
| 15 | Merck & Co. Inc. Common Stock | $5.7M | 44.4K | 1.1% | ▲+1.5% Added · +648 sh | |
| 16 | Sandisk Corporation Common Stock | $5.6M | 2.5K | 1.1% | ▲+91% Added · +1K sh | |
| 17 | Micron Technology Incorporated Common Stock | $5.6M | 4.8K | 1.1% | ▲+131% Added · +3K sh | |
| 18 | Apple Common Stock | $5.4M | 18.6K | 1.0% | —Held | |
| 19 | Coherent Corporation Common Stock | $5.3M | 13.5K | 1.0% | ▲+159% Added · +8K sh | |
| 20 | American Express Co Common Stock | $5.3M | 15.7K | 1.0% | ▲New New position | |
| 21 | Western Digital Corporation. Common Stock | $5.3M | 8.3K | 1.0% | ▲+166% Added · +5K sh | |
| 22 | Revolution Medicines Inc Common Stock | $5.1M | 27.3K | 1.0% | ▲+233% Added · +19K sh | |
| 23 | Illinois Tool Works Common Stock | $5.1M | 18.6K | 1.0% | ▲+24% Added · +4K sh | |
| 24 | Huntington Bancshs Common Stock | $5.0M | 279.7K | 1.0% | ▼−11% Reduced · −35K sh | |
| 25 | Gilead Sciences Incorporated Common Stock | $5.0M | 39.5K | 0.9% | ▲+32% Added · +10K sh | |
| 26 | Comcast Corp Class A Common Stock | $5.0M | 202.8K | 0.9% | ▲+38% Added · +56K sh | |
| 27 | Qualcomm Incorporated Common Stock | $5.0M | 26.9K | 0.9% | ▼−26% Reduced · −10K sh | |
| 28 | Allegion PLC Ord SHS Common Stock | $4.9M | 35.1K | 0.9% | ▲+33% Added · +9K sh | |
| 29 | Altria Group Incorporated Common Stock | $4.8M | 65.3K | 0.9% | ▲+11% Added · +6K sh | |
| 30 | Bristol-Myers Squibb Company Common Stock | $4.7M | 82.2K | 0.9% | ▲+23% Added · +16K sh | |
| 31 | Eog Res Incorporated Common Stock | $4.7M | 36.1K | 0.9% | ▲+18% Added · +5K sh | |
| 32 | Newmont Corp Common Stock | $4.5M | 48.7K | 0.9% | ▲+14% Added · +6K sh | |
| 33 | Hasbro Incorporated Common Stock | $4.5M | 54.5K | 0.9% | ▲+32% Added · +13K sh | |
| 34 | Eaton Corp PLC F Common Stock | $4.5M | 10.5K | 0.9% | ▼−3.5% Reduced · −385 sh | |
| 35 | Capital Group Global GRWT Eqy ETF ETF | $4.4M | 103.6K | 0.8% | ▲+2.4% Added · +2K sh | |
| 36 | Amazon.Com Inc Common Stock | $4.3M | 18.2K | 0.8% | ▲New New position | |
| 37 | Neos Nasdaq 100 High Income ETF ETF | $4.3M | 76.1K | 0.8% | ▲+15% Added · +10K sh | |
| 38 | SPDR Gold Shares ETF ETF | $4.3M | 11.7K | 0.8% | ▲+32% Added · +3K sh | |
| 39 | Abbvie Inc Common Stock | $4.3M | 17.0K | 0.8% | ▼−0.3% Reduced · −49 sh | |
| 40 | Lumentum HLDGS Incorporated Common Stock | $4.2M | 4.8K | 0.8% | ▲+327% Added · +4K sh | |
| 41 | Ciena Corporation Com New Common Stock | $4.1M | 8.4K | 0.8% | ▲+230% Added · +6K sh | |
| 42 | Marathon Pete Corp Common Stock | $4.1M | 16.0K | 0.8% | ▲+2.5% Added · +385 sh | |
| 43 | Wal-Mart Common Stock | $4.1M | 35.9K | 0.8% | ▼−1.8% Reduced · −640 sh | |
| 44 | Rocket Lab Corporation Common Stock | $3.8M | 37.7K | 0.7% | ▲+246% Added · +27K sh | |
| 45 | Leidos Holdings Incorporated Common Stock | $3.8M | 36.8K | 0.7% | ▲+58% Added · +14K sh | |
| 46 | Neos S&P 500 High Income ETF ETF | $3.8M | 71.1K | 0.7% | ▲+57% Added · +26K sh | |
| 47 | Analog Devices Inc Common Stock | $3.3M | 8.4K | 0.6% | ▲New New position | |
| 48 | iShares Msci Eafe ETF ETF | $3.0M | 29.3K | 0.6% | ▲+11% Added · +3K sh | |
| 49 | Pacer FDS Trust Metaurus US Large Cap ETF | $2.9M | 65.4K | 0.6% | ▼−3.0% Reduced · −2K sh | |
| 50 | Alphabet Inc. Class A Common Stock | $2.8M | 7.7K | 0.5% | ▼−52% Reduced · −9K sh |
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/1909879/holdings"
Use Arkolith to show WEST MICHIGAN 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 | Aug 21, 2026 | 52d | 295 | $526.1M | 13F-HR/A |
| Q1 2026 | Mar 31, 2026 | May 5, 2026 | 35d | 298 | $455.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 28d | 271 | $435.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 44d | 261 | $416.0M | 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.