StockDriftsStockDriftsTop 50 West Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 13.23% | 126.9K | $87.2M | +4.34%(+5.28K) | $527.59(+35.08%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 11.11% | 1.03M | $73.1M | -3.99%(-42.64K) | $46.40(+59.52%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 11.05% | 97.4K | $72.7M | +0.48%(+469) | $392.35(+97.62%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 9.06% | 812.4K | $59.6M | +12.94%(+93.06K) | $79.04(-8.59%) | 2026-06-30 | |
| VTEB | VANGUARD MUN BD FDS | 8.53% | 1.11M | $56.2M | +1.44%(+15.76K) | $49.26(+0.92%) | 2026-06-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 6.03% | 987.0K | $39.7M | +14.47%(+124.78K) | $25.67(+53.32%) | 2026-06-30 | |
| IJH | ISHARES TR | 4.5% | 384.3K | $29.6M | +2.98%(+11.11K) | $47.99(+63.68%) | 2026-06-30 | |
| IEFA | ISHARES TR | 4.25% | 290.1K | $28.0M | +1.43%(+4.09K) | $61.68(+64.27%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 3.44% | 273.7K | $22.6M | +6.09%(+15.71K) | $88.12(-7.92%) | 2026-06-30 | |
| TIP | ISHARES TR | 3.18% | 191.3K | $20.9M | +5.25%(+9.54K) | $110.57(-3.37%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.73% | +39.48% | +5.38% | +29.98% |
| Top 20 Holdings Unweighted | +11.34% | +38.03% | +5.14% | +28.51% |
West Financial Advisors, LLC reports $658.51M in US-listed equity holdings across 224 positions in its most recent 13F filing. Its largest disclosed positions are VOO (13.2%), VEA (11.1%) and SPY (11.1%). The top 20 holdings account for 91.2% of reported assets. Its disclosed equity book has returned +39.48% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from West Financial Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1843684). View West Financial Advisors, LLC’s 13F filings on SEC