West Financial Advisors, LLC

CIK: 0001843684SEC EDGAR →

Portfolio Value

$592.7B

Holdings

236

As of

Q4 2025

New Positions

5

Closed Positions

19

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	VOO VANGUARD INDEX FDS	149,519	$93.8B	15.82%
2	VEA VANGUARD TAX-MANAGED FDS	1,101,503	$68.8B	11.61%
3	SPY SPDR S&P 500 ETF TR	98,305	$67.0B	11.31%
4	VTEB VANGUARD MUN BD FDS	1,074,039	$54.0B	9.11%
5	BND VANGUARD BD INDEX FDS	712,921	$52.8B	8.91%
6	DFAE DIMENSIONAL ETF TRUST	890,148	$29.0B	4.89%
7	AQLT ISHARES TR	288,939	$25.8B	4.36%
8	IJH ISHARES TR	362,749	$23.9B	4.04%
9	VCIT VANGUARD SCOTTSDALE FDS	255,295	$21.4B	3.61%
10	TIP ISHARES TR	176,285	$19.4B	3.27%

Quarterly Changes

Top Buys

VCIT↑ Increased

$4.7B

TIP↑ Increased

$4.5B

DFAS↑ Increased

$719.9M

VTNEW

$369.0M

XLK↑ Increased

$176.4M

Top Sells

BND↓ Decreased

$7.2B

VOO↓ Decreased

$4.8B

VTEB↓ Decreased

$2.9B

SPY↓ Decreased

$2.6B

VIG↓ Decreased

$1.5B

New Positions (49)

$369.0M · 3K shares

$20.0M · 19 shares

$20.0M · 82 shares

$17.0M · 375 shares

$14.0M · 1K shares

$12.0M · 19 shares

$10.0M · 87 shares

$9.0M · 16 shares

$9.0M · 69 shares

$8.0M · 170 shares

$8.0M · 30 shares

$8.0M · 45 shares

$7.0M · 97 shares

$7.0M · 207 shares

$7.0M · 25 shares

$7.0M · 73 shares

$7.0M · 90 shares

$7.0M · 56 shares

$6.0M · 54 shares

$6.0M · 38 shares

$6.0M · 12 shares

$6.0M · 37 shares

$6.0M · 10 shares

$6.0M · 6 shares

$6.0M · 54 shares

$5.0M · 13 shares

$5.0M · 80 shares

$5.0M · 58 shares

$5.0M · 40 shares

$5.0M · 102 shares

$4.0M · 39 shares

$4.0M · 64 shares

$4.0M · 40 shares

$4.0M · 177 shares

$4.0M · 43 shares

$3.0M · 115 shares

$3.0M · 146 shares

$2.0M · 32 shares

$2.0M · 105 shares

$2.0M · 10 shares

$2.0M · 24 shares

$1.0M · 40 shares

$1.0M · 140 shares

$1.0M · 19 shares

$1.0M · 170 shares

$1.0M · 19 shares

$1.0M · 35 shares

$1.0M · 13 shares

$1.0M · 23 shares

Closed Positions (6)

$139.8M · 664 shares

$87.6M · 1K shares

$82.6M · 2K shares

$82.5M · 616 shares

$38.0M · 41 shares

$35.0M · 519 shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	98	$547.2B	92.3%
Unknown	9	$32.6B	5.5%
Technology	27	$7.8B	1.3%
Consumer Cyclical	15	$1.4B	0.2%
Utilities	7	$801.0M	0.1%
Healthcare	14	$790.0M	0.1%
Industrials	18	$687.0M	0.1%
Communication Services	11	$485.0M	0.1%
Consumer Defensive	14	$374.0M	0.1%
Energy	14	$313.0M	0.1%
Real Estate	7	$73.0M	0.0%
Basic Materials	2	$60.0M	0.0%