West Financial Advisors, LLC Q3 2025 Filing
Filed October 14, 2025
Portfolio Value
$605.0M
Holdings
193
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (193 positions)
| Stock | Value |
|---|---|
VOOVANGUARD INDEX FDS | $98.6M |
SPYSPDR S&P 500 ETF TR | $69.7M |
VEAVANGUARD TAX-MANAGED FDS | $67.4M |
BNDVANGUARD BD INDEX FDS | $60.0M |
VTEBVANGUARD MUN BD FDS | $56.9M |
DFAEDIMENSIONAL ETF TRUST | $29.1M |
AQLTISHARES TR | $25.4M |
IJHISHARES TR | $24.2M |
VCITVANGUARD SCOTTSDALE FDS | $16.6M |
VNQVANGUARD INDEX FDS | $15.0M |
TIPISHARES TR | $14.9M |
DFASDIMENSIONAL ETF TRUST | $14.1M |
VXFVANGUARD INDEX FDS | $13.8M |
VIGVANGUARD SPECIALIZED FUNDS | $9.9M |
DFNMDIMENSIONAL ETF TRUST | $9.3M |
BILSPDR SERIES TRUST | $7.7M |
NDQINVESCO QQQ TR | $6.0M |
VTIVANGUARD INDEX FDS | $5.5M |
AAPLAPPLE INC | $4.7M |
XLCSELECT SECTOR SPDR TR | $3.9M |
XLYSELECT SECTOR SPDR TR | $3.9M |
XLKSELECT SECTOR SPDR TR | $3.8M |
XLISELECT SECTOR SPDR TR | $3.8M |
VBVANGUARD INDEX FDS | $3.5M |
VUGVANGUARD INDEX FDS | $2.7M |
VOVANGUARD INDEX FDS | $2.7M |
ESGVVANGUARD WORLD FD | $2.3M |
VSGXVANGUARD WORLD FD | $2.2M |
VWOVANGUARD INTL EQUITY INDEX F | $2.1M |
VXUSVANGUARD STAR FDS | $2.1M |
MSFTMICROSOFT CORP | $1.8M |
PRFINVESCO EXCHANGE TRADED FD T | $1.7M |
SCHWSCHWAB CHARLES CORP | $1.2M |
IBITISHARES BITCOIN TRUST ETF | $918K |
MGCVANGUARD WORLD FD | $910K |
TYLTYLER TECHNOLOGIES INC | $758K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $754K |
LNTALLIANT ENERGY CORP | $726K |
ORCLORACLE CORP | $644K |
GOOGLALPHABET INC | $632K |
SUSAISHARES TR | $631K |
TSLATESLA INC | $593K |
GOOGALPHABET INC | $590K |
VCEBVANGUARD WORLD FD | $578K |
DSIISHARES TR | $576K |
VTVVANGUARD INDEX FDS | $499K |
VBRVANGUARD INDEX FDS | $481K |
SCHBSCHWAB STRATEGIC TR | $473K |
HYSPIMCO ETF TR | $422K |
IWFISHARES TR | $418K |
CASYCASEYS GEN STORES INC | $403K |
TROWPRICE T ROWE GROUP INC | $347K |
GLGLOBE LIFE INC | $286K |
QCOMQUALCOMM INC | $266K |
NSCNORFOLK SOUTHN CORP | $254K |
IWDISHARES TR | $218K |
IBMINTERNATIONAL BUSINESS MACHS | $216K |
AMGNAMGEN INC | $216K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $197K |
HEDJWISDOMTREE TR | $187K |
USBUS BANCORP DEL | $180K |
JPMJPMORGAN CHASE & CO. | $179K |
ITOTISHARES TR | $171K |
WFCWELLS FARGO CO NEW | $170K |
IEMGISHARES INC | $159K |
CHDCHURCH & DWIGHT CO INC | $158K |
UNPUNION PAC CORP | $158K |
SCHDSCHWAB STRATEGIC TR | $154K |
ABBVABBVIE INC | $152K |
PG4PRINCIPAL FINANCIAL GROUP IN | $150K |
HONHONEYWELL INTL INC | $140K |
CVXCHEVRON CORP NEW | $138K |
BABOEING CO | $137K |
METAMETA PLATFORMS INC | $136K |
IWMISHARES TR | $123K |
ADMARCHER DANIELS MIDLAND CO | $119K |
AVGOBROADCOM INC | $114K |
CTVACORTEVA INC | $107K |
IWRISHARES TR | $100K |
MRKMERCK & CO INC | $93K |
XOMEXXON MOBIL CORP | $91K |
AMZNAMAZON COM INC | $88K |
XLUSELECT SECTOR SPDR TR | $88K |
TECHBIO-TECHNE CORP | $87K |
XLFSELECT SECTOR SPDR TR | $83K |
ABTABBOTT LABS | $83K |
DEDEERE & CO | $79K |
EEMISHARES TR | $76K |
VBKVANGUARD INDEX FDS | $76K |
DGROISHARES TR | $75K |
KOCOCA COLA CO | $71K |
HDHOME DEPOT INC | $66K |
LOWLOWES COS INC | $64K |
NVDANVIDIA CORPORATION | $64K |
VYMVANGUARD WHITEHALL FDS | $60K |
AONAON PLC | $58K |
WELLWELLTOWER INC | $57K |
PIOINVESCO EXCH TRADED FD TR II | $56K |
HOLXHOLOGIC INC | $55K |
CMICUMMINS INC | $53K |
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