West Financial Advisors, LLC Q2 2025 Filing

Filed July 21, 2025

Portfolio Value

$574.7B

Holdings

207

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (207 positions)

#StockSharesValue% PortfolioType
201
TAT&T INC
14$406K0.00%
202
DFAIDIMENSIONAL ETF TRUST
9$312K0.00%
203
UAUNDER ARMOUR INC
12$78K0.00%
204
OGNORGANON & CO
5$49K0.00%
205
LUMNLUMEN TECHNOLOGIES INC
9$40K0.00%
206
WBDWARNER BROS DISCOVERY INC
2$23K0.00%
207
WESTWESTROCK COFFEE CO
31$00.00%
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