West Financial Advisors, LLC Q4 2025 Filing
Filed January 13, 2026
Portfolio Value
$592.7B
Holdings
236
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (236 positions)
| Stock | Value |
|---|---|
BYRNBYRNA TECHNOLOGIES INC | $1.0M |
RTORENTOKIL INITIAL PLC | $1.0M |
SOFISOFI TECHNOLOGIES INC | $1.0M |
RDWREDWIRE CORPORATION | $1.0M |
NOGNORTHERN OIL & GAS INC | $1.0M |
SARSARATOGA INVT CORP | $1.0M |
ALCALCON AG | $1.0M |
HLNHALEON PLC | $1.0M |
SMCISUPER MICRO COMPUTER INC | $1.0M |
ULUNILEVER PLC | $1.0M |
GSKGSK PLC | $1.0M |
ABRARBOR REALTY TRUST INC | $1.0M |
PANLPANGAEA LOGISTICS SOLUTION L | $1.0M |
FVIFORTUNA MNG CORP | $1.0M |
BENFRANKLIN RESOURCES INC | $1.0M |
LANDGLADSTONE LD CORP | $1.0M |
HTGCHERCULES CAPITAL INC | $1.0M |
DEODIAGEO PLC | $1.0M |
TTETOTALENERGIES SE | $1.0M |
AFCGADVANCED FLOWER CAP INC | $0 |
PFFAETFIS SER TR I | $0 |
TAT&T INC | $0 |
DMLPDORCHESTER MINERALS LP | $0 |
IMMRIMMERSION CORP | $0 |
LUMNLUMEN TECHNOLOGIES INC | $0 |
PRPERMIAN RESOURCES CORP | $0 |
CMCSACOMCAST CORP NEW | $0 |
UAUNDER ARMOUR INC | $0 |
WESTWESTROCK COFFEE CO | $0 |
WBDWARNER BROS DISCOVERY INC | $0 |
PSECPROSPECT CAP CORP | $0 |
PMTPENNYMAC MTG INVT TR | $0 |
WHRWHIRLPOOL CORP | $0 |
DISDISNEY WALT CO | $0 |
DFAIDIMENSIONAL ETF TRUST | $0 |
SSENTINELONE INC | $0 |
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