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West Michigan Advisors 13F Portfolio

Portfolio Manager
West Michigan Advisors LLC
Performance
+11.48% (2026 Q2)
AUM (13F)
$455.19M
# of Holdings
298
Performance Rank
Allocation (Top 20)
36.45%
Latest filing
Q2 2026

West Michigan Advisors LLC Holdings Map

Top 50 West Michigan Advisors LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GNTX
Gentex Corp
8.61%1.79M$39.2M
+0.00%(+0)
2025-Q2: 1.79M shares2025-Q3: 1.79M shares2025-Q4: 1.79M shares2026-Q1: 1.79M shares2026-Q2: 1.79M shares
$31.68(-24.93%)
2026-06-30
DIVO
Amplify CWP Enhanced DIV Inm ETF
3.34%339.0K$15.2M
+0.00%(+0)
2025-Q2: 349.7K shares2025-Q3: 340.8K shares2025-Q4: 339.1K shares2026-Q1: 339.0K shares2026-Q2: 339.0K shares
$36.40(+33.09%)
2026-06-30
AAPL
Apple Inc
2.56%45.9K$11.6M
+0.00%(+0)
2025-Q2: 46.1K shares2025-Q3: 45.6K shares2025-Q4: 41.4K shares2026-Q1: 45.9K shares2026-Q2: 45.9K shares
$172.17(+77.37%)
2026-06-30
NVDA
Nvidia Corp
2.33%60.8K$10.6M
+0.00%(+0)
2025-Q2: 56.0K shares2025-Q3: 57.3K shares2025-Q4: 57.5K shares2026-Q1: 60.8K shares2026-Q2: 60.8K shares
$43.34(+421.56%)
2026-06-30
MSFT
Microsoft
2.3%28.3K$10.5M
+0.00%(+0)
2025-Q2: 25.2K shares2025-Q3: 24.0K shares2025-Q4: 24.6K shares2026-Q1: 28.3K shares2026-Q2: 28.3K shares
$370.09(+31.34%)
2026-06-30
PJAN
Innovator U.S. Equity Power Buffer ETF - January
1.73%171.0K$7.9M
+0.00%(+0)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 171.0K shares2026-Q2: 171.0K shares
$31.24(+61.73%)
2026-06-30
VOO
Vanguard S&P 500 ETF
1.39%10.6K$6.3M
+0.00%(+0)
2025-Q2: 10.3K shares2025-Q3: 10.0K shares2025-Q4: 10.2K shares2026-Q1: 10.6K shares2026-Q2: 10.6K shares
$448.75(+58.81%)
2026-06-30
AVGO
Broadcom Inc
1.28%18.8K$5.8M
+0.00%(+0)
2025-Q2: 22.3K shares2025-Q3: 23.3K shares2025-Q4: 18.5K shares2026-Q1: 18.8K shares2026-Q2: 18.8K shares
$83.90(+369.34%)
2026-06-30
JPM
JPMorgan Chase
1.22%18.8K$5.5M
+0.00%(+0)
2025-Q2: 23.0K shares2025-Q3: 19.3K shares2025-Q4: 18.8K shares2026-Q1: 18.8K shares2026-Q2: 18.8K shares
$151.72(+140.39%)
2026-06-30
MRK
Merck & Co. Inc.
1.17%43.8K$5.3M
+0.00%(+0)
2025-Q2: 5.4K shares2025-Q3: 7.5K shares2025-Q4: 8.9K shares2026-Q1: 43.8K shares2026-Q2: 43.8K shares
$109.69(+24.18%)
2026-06-30

About West Michigan Advisors LLCโ€™s portfolio

West Michigan Advisors LLC reports $455.19M in US-listed equity holdings across 298 positions in its most recent 13F filing. Its largest disclosed positions are GNTX (8.6%), DIVO (3.3%) and AAPL (2.6%). The top 20 holdings account for 36.45% of reported assets. Its disclosed equity book has returned +23.01% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
GNTX โ€” 14.5% ($39.18M)DIVO โ€” 5.6% ($15.21M)AAPL โ€” 4.3% ($11.64M)NVDA โ€” 3.9% ($10.61M)MSFT โ€” 3.9% ($10.49M)PJAN โ€” 2.9% ($7.89M)VOO โ€” 2.3% ($6.33M)AVGO โ€” 2.2% ($5.82M)JPM โ€” 2.1% ($5.54M)MRK โ€” 2.0% ($5.30M)Other โ€” 56.3% ($152.05M)
44%in top 10
  • GNTX14.5%
  • DIVO5.6%
  • AAPL4.3%
  • NVDA3.9%
  • MSFT3.9%
  • PJAN2.9%
  • VOO2.3%
  • AVGO2.2%
  • JPM2.1%
  • MRK2.0%
  • Other56.3%

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Source filings

Holdings on this page are parsed from West Michigan Advisors LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1909879). View West Michigan Advisors LLCโ€™s 13F filings on SEC

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