West Financial Advisors, LLC

CIK: 0001843684SEC EDGAR →

Portfolio Value

$592.7M

Holdings

236

As of

Q4 2025

New Positions

5

Closed Positions

19

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VANGUARD INDEX FDS

149,519$93.8M
15.82%
2

VANGUARD TAX-MANAGED FDS

1,101,503$68.8M
11.61%
3

SPDR S&P 500 ETF TR

98,305$67.0M
11.31%
4

VANGUARD MUN BD FDS

1,074,039$54.0M
9.11%
5

VANGUARD BD INDEX FDS

712,921$52.8M
8.91%
6

DIMENSIONAL ETF TRUST

890,148$29.0M
4.89%
7

ISHARES TR

288,939$25.8M
4.36%
8

ISHARES TR

362,749$23.9M
4.04%
9

VANGUARD SCOTTSDALE FDS

255,295$21.4M
3.61%
10

ISHARES TR

176,285$19.4M
3.27%

Quarterly Changes

Top Buys

VCIT↑ Increased
$4.7M
TIP↑ Increased
$4.5M
DFAS↑ Increased
$720K
VTNEW
$369K
XLK↑ Increased
$176K

Top Sells

BND↓ Decreased
$7.2M
VOO↓ Decreased
$4.8M
VTEB↓ Decreased
$2.9M
SPY↓ Decreased
$2.6M
VIG↓ Decreased
$1.5M

New Positions (49)

$369K · 3K shares
$20K · 19 shares
$20K · 82 shares
$17K · 375 shares
$14K · 1K shares
$12K · 19 shares
$10K · 87 shares
$9K · 16 shares
$9K · 69 shares
$8K · 170 shares
$8K · 30 shares
$8K · 45 shares
$7K · 97 shares
$7K · 207 shares
$7K · 25 shares
$7K · 73 shares
$7K · 90 shares
$7K · 56 shares
$6K · 54 shares
$6K · 38 shares
$6K · 12 shares
$6K · 37 shares
$6K · 10 shares
$6K · 6 shares
$6K · 54 shares
$5K · 13 shares
$5K · 80 shares
$5K · 58 shares
$5K · 40 shares
$5K · 102 shares
$4K · 39 shares
$4K · 64 shares
$4K · 40 shares
$4K · 177 shares
$4K · 43 shares
$3K · 115 shares
$3K · 146 shares
$2K · 32 shares
$2K · 105 shares
$2K · 10 shares
$2K · 24 shares
$1K · 40 shares
$1K · 140 shares
$1K · 19 shares
$1K · 170 shares
$1K · 19 shares
$1K · 35 shares
$1K · 13 shares
$1K · 23 shares

Closed Positions (6)

$140K · 664 shares
$88K · 1K shares
$83K · 2K shares
$83K · 616 shares
$38K · 41 shares
$35K · 519 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services98$547.2M92.3%
Unknown9$32.6M5.5%
Technology27$7.8M1.3%
Consumer Cyclical15$1.4M0.2%
Utilities7$801K0.1%
Healthcare14$790K0.1%
Industrials18$687K0.1%
Communication Services11$485K0.1%
Consumer Defensive14$374K0.1%
Energy14$313K0.1%
Real Estate7$73K0.0%
Basic Materials2$60K0.0%