West Financial Advisors, LLC

13F filer · CIK 0001843684

Reported Jul 8, 2026

Net buyer this quarter

13F portfolio value$659MU.S. long equity reported on 13F

Positions15327 new · 3 closed

Net flow last quarter+$1.01MBuys minus sells

Top 10 positions weight13.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 8, 2026153 positions
SPYSPDR S&P 500 ETF Trust	$72.7M	11.05%	Not reported	+0.5%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$6.74M	1.02%	Not reported	+4.3%	Q4 2020
AAPLApple Inc.	$4.82M	0.73%	0.00%	+5.7%	Q4 2020
CASYCaseys General Stores Inc	$1.7M	0.26%	0.01%	-1.9%	Q4 2020
MSFTMicrosoft Corp	$1M	0.15%	0.00%	-3.6%	Q4 2020
SCHWSchwab Charles Corp	$830K	0.13%	0.00%	Not reported	Q3 2021
LNTAlliant Energy Corp	$821K	0.12%	0.00%	Not reported	Q4 2020
BRK.ABerkshire Hathaway Inc	$749K	0.11%	Not reported	Not reported	Q4 2020
SUSASouthern USA Resources Inc.	$703K	0.11%	Not reported	-0.8%	Q4 2020
IBITiShares Bitcoin Trust ETF	$626K	0.10%	0.00%	+8.7%	Q3 2024
TSLATesla, Inc.	$561K	0.09%	0.00%	Not reported	Q4 2020
TYLTyler Technologies Inc	$491K	0.07%	0.00%	+15.9%	Q4 2020
GLGlobe Life Inc.	$357K	0.05%	0.00%	Not reported	Q2 2024
ORCLOracle Corp	$335K	0.05%	0.00%	Not reported	Q4 2020
QCOMQualcomm Inc	$296K	0.04%	0.00%	Not reported	Q4 2020
AMGNAmgen Inc	$277K	0.04%	0.00%	Not reported	Q4 2021
NSCNorfolk Southern Corp	$266K	0.04%	0.00%	Not reported	Q3 2022
JPMJPMorgan Chase & Co	$226K	0.03%	0.00%	+21.7%	Q4 2020
USBUS Bancorp \de\	$225K	0.03%	0.00%	Not reported	Q4 2021
INTCIntel Corp	$217K	0.03%	0.00%	Not reported	Q4 2020
IBMInternational Business Machines Corp	$215K	0.03%	0.00%	Not reported	Q1 2021
GOOGLAlphabet Inc.	$215K	0.03%	0.00%	Not reported	Q4 2020
GOOGAlphabet Inc.	$185K	0.03%	Not reported	+23.6%	Q4 2020
BRK.BBerkshire Hathaway Inc	$182K	0.03%	Not reported	-4.2%	Q3 2022
UNPUnion Pacific Corp	$181K	0.03%	0.00%	Not reported	Q3 2024
CHDChurch & Dwight Co Inc	$175K	0.03%	0.00%	Not reported	Q4 2020
PFGPrincipal Financial Group Inc	$163K	0.02%	0.00%	-16.3%	Q4 2020
ADMArcher-Daniels-Midland Co	$153K	0.02%	0.00%	Not reported	Q3 2021
CVXChevron Corp	$147K	0.02%	0.00%	Not reported	Q1 2022
MRKMerck & Co., Inc.	$143K	0.02%	0.00%	Not reported	Q4 2020
AVGOBroadcom Inc.	$130K	0.02%	0.00%	Not reported	Q3 2024
WFCWells Fargo & Company	$121K	0.02%	0.00%	+51.1%	Q1 2023
AMZNAmazon Com Inc	$119K	0.02%	0.00%	+25.0%	Q4 2020
TECHBIO-TECHNE Corp	$110K	0.02%	0.00%	Not reported	Q1 2025
LRCXLam Research Corp	$108K	0.02%	0.00%	Not reported	Q4 2024
METAMeta Platforms, Inc.	$104K	0.02%	Not reported	Not reported	Q4 2020
BABoeing Co	$93.7K	0.01%	0.00%	Not reported	Q3 2021
CMICummins Inc	$89.9K	0.01%	0.00%	Not reported	Q3 2022
NVDANvidia Corp	$88.6K	0.01%	0.00%	+29.2%	Q4 2020
KOCoca Cola Co	$86.6K	0.01%	0.00%	Not reported	Q4 2020
TROWPrice T Rowe Group Inc	$83.7K	0.01%	0.00%	Not reported	Q1 2023
JBLJabil Inc	$77.1K	0.01%	0.00%	Not reported	Q4 2020
CTVACorteva, Inc.	$73.5K	0.01%	0.00%	Not reported	Q4 2020
WELLWelltower Inc.	$72.6K	0.01%	0.00%	Not reported	Q3 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$67.5K	0.01%	Not reported	+113.5%	Q4 2020
HDHome Depot, Inc.	$57.1K	0.01%	0.00%	Not reported	Q1 2023
LLYELI LILLY & Co	$55.2K	0.01%	0.00%	Not reported	Q3 2024
AONAon plc	$53.7K	0.01%	0.00%	Not reported	Q3 2025
EDConsolidated Edison Inc	$52.2K	0.01%	0.00%	Not reported	Q4 2020
MARMarriott International Inc	$50K	0.01%	0.00%	Not reported	Q3 2022

Q1 2026Reported Apr 8, 2026129 positions
SPYSPDR S&P 500 ETF Trust	$63M	10.70%	Not reported	-1.4%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$5.06M	0.86%	Not reported	-2.8%	Q4 2020
AAPLApple Inc.	$4M	0.68%	0.00%	-0.7%	Q4 2020
CASYCaseys General Stores Inc	$1.58M	0.27%	0.01%	+204.9%	Q4 2020
MSFTMicrosoft Corp	$1.03M	0.17%	0.00%	-1.7%	Q4 2020
SCHWSchwab Charles Corp	$846K	0.14%	0.00%	-28.6%	Q3 2021
LNTAlliant Energy Corp	$773K	0.13%	0.00%	Not reported	Q4 2020
BRK.ABerkshire Hathaway Inc	$718K	0.12%	Not reported	Not reported	Q4 2020
IBITiShares Bitcoin Trust ETF	$664K	0.11%	0.00%	+1.7%	Q3 2024
SUSASouthern USA Resources Inc.	$607K	0.10%	Not reported	-0.6%	Q4 2020
TYLTyler Technologies Inc	$496K	0.08%	0.00%	Not reported	Q4 2020
TSLATesla, Inc.	$496K	0.08%	0.00%	Not reported	Q4 2020
ORCLOracle Corp	$337K	0.06%	0.00%	Not reported	Q4 2020
GLGlobe Life Inc.	$278K	0.05%	0.00%	Not reported	Q2 2024
AMGNAmgen Inc	$269K	0.05%	0.00%	-2.6%	Q4 2021
NSCNorfolk Southern Corp	$243K	0.04%	0.00%	Not reported	Q3 2022
QCOMQualcomm Inc	$206K	0.03%	0.00%	-1.5%	Q4 2020
USBUS Bancorp \de\	$194K	0.03%	0.00%	-3.1%	Q4 2021
IBMInternational Business Machines Corp	$186K	0.03%	0.00%	-2.8%	Q1 2021
CVXChevron Corp	$183K	0.03%	0.00%	-5.0%	Q1 2022
BRK.BBerkshire Hathaway Inc	$182K	0.03%	Not reported	-3.3%	Q3 2022
GOOGLAlphabet Inc.	$173K	0.03%	0.00%	-11.6%	Q4 2020
CHDChurch & Dwight Co Inc	$169K	0.03%	0.00%	Not reported	Q4 2020
JPMJPMorgan Chase & Co	$166K	0.03%	0.00%	-3.3%	Q4 2020
PFGPrincipal Financial Group Inc	$163K	0.03%	0.00%	Not reported	Q4 2020
UNPUnion Pacific Corp	$162K	0.03%	0.00%	Not reported	Q3 2024
ADMArcher-Daniels-Midland Co	$145K	0.02%	0.00%	Not reported	Q3 2021
MRKMerck & Co., Inc.	$134K	0.02%	0.00%	-6.9%	Q4 2020
GOOGAlphabet Inc.	$121K	0.02%	Not reported	Not reported	Q4 2020
AVGOBroadcom Inc.	$107K	0.02%	0.00%	-9.0%	Q3 2024
METAMeta Platforms, Inc.	$106K	0.02%	Not reported	-8.4%	Q4 2020
XOMExxonMobil Holdings Corp	$97K	0.02%	0.00%	-30.8%	Q4 2020
BABoeing Co	$86.2K	0.01%	0.00%	Not reported	Q3 2021
AMZNAmazon Com Inc	$83.3K	0.01%	0.00%	-15.8%	Q4 2020
TECHBIO-TECHNE Corp	$81.3K	0.01%	0.00%	Not reported	Q1 2025
KOCoca Cola Co	$81K	0.01%	0.00%	Not reported	Q4 2020
WFCWells Fargo & Company	$77.4K	0.01%	0.00%	-1.1%	Q1 2023
CTVACorteva, Inc.	$72.6K	0.01%	0.00%	Not reported	Q4 2020
INTCIntel Corp	$68.7K	0.01%	0.00%	Not reported	Q4 2020
CMICummins Inc	$67.8K	0.01%	0.00%	Not reported	Q3 2022
TROWPrice T Rowe Group Inc	$66.3K	0.01%	0.00%	-6.8%	Q1 2023
WELLWelltower Inc.	$63.3K	0.01%	0.00%	Not reported	Q3 2022
HOLXHologic Inc	$61.7K	0.01%	0.00%	Not reported	Q1 2025
NVDANvidia Corp	$59.8K	0.01%	0.00%	-26.1%	Q4 2020
EDConsolidated Edison Inc	$53.4K	0.01%	0.00%	Not reported	Q4 2020
LRCXLam Research Corp	$53.4K	0.01%	0.00%	Not reported	Q4 2024
HDHome Depot, Inc.	$53.3K	0.01%	0.00%	Not reported	Q1 2023
JBLJabil Inc	$53.1K	0.01%	0.00%	Not reported	Q4 2020
AONAon plc	$52.3K	0.01%	0.00%	Not reported	Q3 2025
GLDSPDR Gold Trust	$47.8K	0.01%	0.00%	Not reported	Q4 2020

Q4 2025Reported Jan 13, 2026173 positions
SPYSPDR S&P 500 ETF Trust	$67M	11.31%	Not reported	-6.0%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$5.54M	0.94%	Not reported	-10.2%	Q4 2020
AAPLApple Inc.	$4.32M	0.73%	0.00%	-14.2%	Q4 2020
MSFTMicrosoft Corp	$1.37M	0.23%	0.00%	-20.6%	Q4 2020
SCHWSchwab Charles Corp	$1.26M	0.21%	0.00%	Not reported	Q3 2021
IBITiShares Bitcoin Trust ETF	$844K	0.14%	0.00%	+20.4%	Q3 2024
BRK.ABerkshire Hathaway Inc	$755K	0.13%	Not reported	Not reported	Q4 2020
LNTAlliant Energy Corp	$700K	0.12%	0.00%	Not reported	Q4 2020
TYLTyler Technologies Inc	$658K	0.11%	0.00%	Not reported	Q4 2020
SUSASouthern USA Resources Inc.	$644K	0.11%	Not reported	-0.7%	Q4 2020
TSLATesla, Inc.	$599K	0.10%	0.00%	Not reported	Q4 2020
ORCLOracle Corp	$446K	0.08%	0.00%	Not reported	Q4 2020
CASYCaseys General Stores Inc	$394K	0.07%	0.00%	+0.1%	Q4 2020
GLGlobe Life Inc.	$280K	0.05%	0.00%	Not reported	Q2 2024
QCOMQualcomm Inc	$278K	0.05%	0.00%	+1.6%	Q4 2020
AMGNAmgen Inc	$257K	0.04%	0.00%	+2.6%	Q4 2021
NSCNorfolk Southern Corp	$244K	0.04%	0.00%	Not reported	Q3 2022
IBMInternational Business Machines Corp	$233K	0.04%	0.00%	+2.9%	Q1 2021
GOOGLAlphabet Inc.	$213K	0.04%	0.00%	-73.9%	Q4 2020
USBUS Bancorp \de\	$205K	0.03%	0.00%	+3.2%	Q4 2021
BRK.BBerkshire Hathaway Inc	$197K	0.03%	Not reported	Not reported	Q3 2022
JPMJPMorgan Chase & Co	$188K	0.03%	0.00%	+3.4%	Q4 2020
PFGPrincipal Financial Group Inc	$159K	0.03%	0.00%	Not reported	Q4 2020
UNPUnion Pacific Corp	$154K	0.03%	0.00%	Not reported	Q3 2024
CHDChurch & Dwight Co Inc	$152K	0.03%	0.00%	Not reported	Q4 2020
ABBVAbbVie Inc.	$148K	0.02%	0.00%	-1.4%	Q3 2021
CVXChevron Corp	$142K	0.02%	0.00%	+5.3%	Q1 2022
METAMeta Platforms, Inc.	$133K	0.02%	Not reported	+9.2%	Q4 2020
GOOGAlphabet Inc.	$133K	0.02%	Not reported	-82.5%	Q4 2020
AVGOBroadcom Inc.	$131K	0.02%	0.00%	+9.9%	Q3 2024
MRKMerck & Co., Inc.	$126K	0.02%	0.00%	+7.4%	Q4 2020
ADMArcher-Daniels-Midland Co	$115K	0.02%	0.00%	Not reported	Q3 2021
AMZNAmazon Com Inc	$110K	0.02%	0.00%	+18.8%	Q4 2020
XOMExxonMobil Holdings Corp	$99.5K	0.02%	0.00%	+2.9%	Q4 2020
BABoeing Co	$94K	0.02%	0.00%	-31.6%	Q3 2021
WFCWells Fargo & Company	$91.6K	0.02%	0.00%	-51.5%	Q1 2023
TECHBIO-TECHNE Corp	$91.5K	0.02%	0.00%	Not reported	Q1 2025
NVDANvidia Corp	$86.5K	0.01%	0.00%	+35.3%	Q4 2020
TROWPrice T Rowe Group Inc	$80.9K	0.01%	0.00%	-76.7%	Q1 2023
KOCoca Cola Co	$74.5K	0.01%	0.00%	Not reported	Q4 2020
CMICummins Inc	$64.3K	0.01%	0.00%	Not reported	Q3 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$61.3K	0.01%	Not reported	Not reported	Q4 2020
HOLXHologic Inc	$60.8K	0.01%	0.00%	Not reported	Q1 2025
WELLWelltower Inc.	$59.4K	0.01%	0.00%	Not reported	Q3 2022
CTVACorteva, Inc.	$58.1K	0.01%	0.00%	-45.3%	Q4 2020
INTCIntel Corp	$57.5K	0.01%	0.00%	Not reported	Q4 2020
AONAon plc	$57.2K	0.01%	0.00%	Not reported	Q3 2025
HDHome Depot, Inc.	$55.7K	0.01%	0.00%	Not reported	Q1 2023
VVisa Inc.	$50.9K	0.01%	0.00%	Not reported	Q3 2022
LLYELI LILLY & Co	$49.4K	0.01%	0.00%	Not reported	Q3 2024

Q3 2025Reported Oct 14, 2025131 positions
SPYSPDR S&P 500 ETF Trust	$69.7M	11.51%	Not reported	-1.4%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$6.03M	1.00%	Not reported	-0.5%	Q4 2020
AAPLApple Inc.	$4.71M	0.78%	0.00%	+1.7%	Q4 2020
MSFTMicrosoft Corp	$1.85M	0.31%	0.00%	+0.7%	Q4 2020
SCHWSchwab Charles Corp	$1.2M	0.20%	0.00%	Not reported	Q3 2021
IBITiShares Bitcoin Trust ETF	$918K	0.15%	0.00%	+1050.2%	Q3 2024
TYLTyler Technologies Inc	$758K	0.13%	0.00%	+0.6%	Q4 2020
BRK.ABerkshire Hathaway Inc	$754K	0.12%	Not reported	Not reported	Q4 2020
LNTAlliant Energy Corp	$726K	0.12%	0.00%	Not reported	Q4 2020
ORCLOracle Corp	$644K	0.11%	0.00%	Not reported	Q4 2020
GOOGLAlphabet Inc.	$632K	0.10%	0.00%	Not reported	Q4 2020
SUSASouthern USA Resources Inc.	$631K	0.10%	Not reported	-10.7%	Q4 2020
TSLATesla, Inc.	$593K	0.10%	0.00%	Not reported	Q4 2020
GOOGAlphabet Inc.	$590K	0.10%	Not reported	+0.8%	Q4 2020
CASYCaseys General Stores Inc	$403K	0.07%	0.00%	+0.1%	Q4 2020
TROWPrice T Rowe Group Inc	$347K	0.06%	0.00%	Not reported	Q1 2023
GLGlobe Life Inc.	$286K	0.05%	0.00%	Not reported	Q2 2024
QCOMQualcomm Inc	$266K	0.04%	0.00%	-4.4%	Q4 2020
NSCNorfolk Southern Corp	$254K	0.04%	0.00%	Not reported	Q3 2022
IBMInternational Business Machines Corp	$216K	0.04%	0.00%	Not reported	Q1 2021
AMGNAmgen Inc	$216K	0.04%	0.00%	Not reported	Q4 2021
BRK.BBerkshire Hathaway Inc	$197K	0.03%	Not reported	+1.6%	Q3 2022
USBUS Bancorp \de\	$180K	0.03%	0.00%	Not reported	Q4 2021
JPMJPMorgan Chase & Co	$179K	0.03%	0.00%	Not reported	Q4 2020
WFCWells Fargo & Company	$170K	0.03%	0.00%	+0.1%	Q1 2023
CHDChurch & Dwight Co Inc	$158K	0.03%	0.00%	Not reported	Q4 2020
UNPUnion Pacific Corp	$158K	0.03%	0.00%	Not reported	Q3 2024
ABBVAbbVie Inc.	$152K	0.03%	0.00%	Not reported	Q3 2021
PFGPrincipal Financial Group Inc	$150K	0.02%	0.00%	-1.3%	Q4 2020
HONHoneywell International Inc	$140K	0.02%	0.00%	-4.5%	Q4 2020
CVXChevron Corp	$138K	0.02%	0.00%	Not reported	Q1 2022
BABoeing Co	$137K	0.02%	0.00%	Not reported	Q3 2021
METAMeta Platforms, Inc.	$136K	0.02%	Not reported	+117.7%	Q4 2020
ADMArcher-Daniels-Midland Co	$119K	0.02%	0.00%	Not reported	Q3 2021
AVGOBroadcom Inc.	$114K	0.02%	0.00%	Not reported	Q3 2024
CTVACorteva, Inc.	$107K	0.02%	0.00%	+21.6%	Q4 2020
MRKMerck & Co., Inc.	$93.5K	0.02%	0.00%	-3.9%	Q4 2020
XOMExxonMobil Holdings Corp	$90.7K	0.01%	0.00%	-20.9%	Q4 2020
AMZNAmazon Com Inc	$87.8K	0.01%	0.00%	Not reported	Q4 2020
TECHBIO-TECHNE Corp	$86.6K	0.01%	0.00%	Not reported	Q1 2025
ABTAbbott Laboratories	$82.5K	0.01%	0.00%	Not reported	Q2 2023
DEDeere & Co	$79.5K	0.01%	0.00%	+1.2%	Q4 2020
KOCoca Cola Co	$70.6K	0.01%	0.00%	-9.7%	Q4 2020
HDHome Depot, Inc.	$65.6K	0.01%	0.00%	Not reported	Q1 2023
LOWLowes Companies Inc	$64.3K	0.01%	0.00%	Not reported	Q4 2020
NVDANvidia Corp	$64K	0.01%	0.00%	Not reported	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$60.2K	0.01%	Not reported	Not reported	Q4 2020
AONAon plc	$57.8K	0.01%	0.00%	New	Q3 2025
WELLWelltower Inc.	$57K	0.01%	0.00%	Not reported	Q3 2022
HOLXHologic Inc	$55.1K	0.01%	0.00%	Not reported	Q1 2025

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