Arkolith/Funds/West Michigan Advisors, LLC

West Michigan Advisors, LLC

CIK 1909879
Holdings as of Jun 30, 2026·disclosed Jul 24, 2026·~24-day 13F lag·13F-HR
Active Filer

West Michigan Advisors, LLC holds a diversified book of 298 stocks worth $455.2M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). Their largest long position is Gentex Corp at 9% of the equity book. Cloning the disclosed picks since 2025 would be +9% (+13.1%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show WEST MICHIGAN ADVISORS, LLC's latest
holdings, largest changes, and filing provenance.
Opened
0
new positions
Added to
0
existing
Trimmed
0
reduced
Sold out
0
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+9.0%
+13.1%/yr · since Nov '25
Their reported book
+6.9%
held from quarter-end
S&P 500
+10.6%
same window
$9K$10K$10K$11K$11KNov '25Jan '26Feb '26Apr '26Jun '26Jul '26
West Michigan Advisors, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.1 points over this window.

Growth of $10,000 cloning West Michigan Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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.

Concentration

Top-heavy: diversified book

Top 5 holdings
19%
Top 10 holdings
26%
Top 20 holdings
37%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

71% mapped to company sectors

ETF / fund or unclassified
29%
Information Technology
18%
Consumer Discretionary
14%
Industrials
9%
Health Care
8%
Financials
8%
Communication Services
5%
Energy
3%

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.

Funds with the most overlap

Other tracked managers holding the same core names as West Michigan Advisors, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY79 / 80$535.0B
JPMORGAN CHASE & CO79 / 80$484.6B
WELLS FARGO & COMPANY/MN79 / 80$145.2B
RAYMOND JAMES FINANCIAL INC79 / 80$114.5B
LPL Financial LLC79 / 80$65.7B
ENVESTNET ASSET MANAGEMENT INC79 / 80$59.1B
HighTower Advisors, LLC79 / 80$25.8B
Cetera Investment Advisers79 / 80$19.3B

Ranked by how many of West Michigan Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

298 positions
#SecurityValueShares% PortLast moveHistory
1Gentex Corp
Common Stock
$39.2M1.79M
8.6%
Held
2Amplify CWP Enhanced DIV Inm ETF
ETF
$15.2M339.0K
3.3%
Held
3Apple Inc
Common Stock
$11.6M45.9K
2.6%
Held
4Nvidia Corp
Common Stock
$10.6M60.8K
2.3%
Held
5Microsoft
Common Stock
$10.5M28.3K
2.3%
Held
6Innovator U.S. Equity Power Buffer ETF - January
ETF
$7.9M171.0K
1.7%
Held
7Vanguard S&P 500 ETF
ETF
$6.3M10.6K
1.4%
Held
8Broadcom Inc
Common Stock
$5.8M18.8K
1.3%
Held
9JPMorgan Chase
Common Stock
$5.5M18.8K
1.2%
Held
10Merck & Co. Inc.
Common Stock
$5.3M43.8K
1.2%
Held
11Amazon.Com Inc
Common Stock
$5.3M25.3K
1.2%
Held
12Alpha Architect 1-3 Month Box ETF
ETF
$5.0M43.1K
1.1%
Held
13Huntington Bancshs
Common Stock
$5.0M314.7K
1.1%
Held
14iShares TR 0-3 MNTH Treasry
ETF
$5.0M49.2K
1.1%
Held
15Apple
Common Stock
$4.7M18.6K
1.0%
Held
16Qualcomm Incorporated
Common Stock
$4.7M36.5K
1.0%
Held
17Cisco Systems
Common Stock
$4.7M60.5K
1.0%
Held
18Alphabet Inc. Class A
Common Stock
$4.7M16.2K
1.0%
Held
19Newmont Corp
Common Stock
$4.6M42.7K
1.0%
Held
20Wal-Mart
Common Stock
$4.6M36.6K
1.0%
Held
21Eog Res Incorporated
Common Stock
$4.4M30.7K
1.0%
Held
22American Express Co
Common Stock
$4.3M14.1K
0.9%
Held
23Comcast Corp Class A
Common Stock
$4.2M147.3K
0.9%
Held
24Gilead Sciences Incorporated
Common Stock
$4.2M29.8K
0.9%
Held
25Bristol-Myers Squibb Company
Common Stock
$4.0M66.7K
0.9%
Held
26Altria Group Incorporated
Common Stock
$3.9M58.9K
0.9%
Held
27Illinois Tool Works
Common Stock
$3.9M15.0K
0.9%
Held
28Eaton Corp PLC F
Common Stock
$3.9M10.9K
0.9%
Held
29Hasbro Incorporated
Common Stock
$3.9M41.3K
0.8%
Held
30Allegion PLC Ord SHS
Common Stock
$3.8M26.4K
0.8%
Held
31SPDR Gold Shares ETF
ETF
$3.8M8.9K
0.8%
Held
32Marathon Pete Corp
Common Stock
$3.8M15.6K
0.8%
Held
33Caterpillar
Common Stock
$3.8M5.3K
0.8%
Held
34Abbvie Inc
Common Stock
$3.7M17.0K
0.8%
Held
35Leidos Holdings Incorporated
Common Stock
$3.6M23.3K
0.8%
Held
36Technipfmc PLC
Common Stock
$3.6M52.3K
0.8%
Held
37Invesco QQQ
ETF
$3.5M6.0K
0.8%
Held
38Five Below Incorporated
Common Stock
$3.4M14.8K
0.7%
Held
39Capital Group Global GRWT Eqy ETF
ETF
$3.4M101.1K
0.7%
Held
40Ionis Pharmaceuticals Incorporated
Common Stock
$3.4M44.6K
0.7%
Held
41Neos Nasdaq 100 High Income ETF
ETF
$3.3M66.4K
0.7%
Held
42Ftai Aviation Limited SHS
Common Stock
$3.2M13.1K
0.7%
Held
43Verizon
Common Stock
$3.2M63.9K
0.7%
Held
44Salesforce
Common Stock
$3.1M16.5K
0.7%
Held
45Analog Devices Inc
Common Stock
$3.1M9.6K
0.7%
Held
46Intel
Common Stock
$2.8M63.1K
0.6%
Held
47Nextera Energy Inc
Common Stock
$2.8M29.7K
0.6%
Held
48Pacer FDS Trust Metaurus US Large Cap
ETF
$2.7M67.5K
0.6%
Held
49Meta Platforms Inc Class A
Common Stock
$2.6M4.6K
0.6%
Held
50Weatherford International PLC Ord SHS
Common Stock
$2.6M28.0K
0.6%
Held
Showing 50 of 298 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 24, 2026298$455.2M13F-HR
Q1 2026Mar 31, 2026May 5, 2026298$455.2M13F-HR
Q4 2025Dec 31, 2025Jan 28, 2026271$435.6M13F-HR
Q3 2025Sep 30, 2025Nov 13, 2025261$416.0M13F-HR

Data source

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. The performance line is a simulation of the disclosed long book, not an audited return.