13FBOX
West Financial Advisors, LLC · 13F Holdings
Options Calculator Rankings
September Rewards Event: invite 5 friends to register as members — no payment required — and get a 1-year PRO membership upgrade. So easy!

West Financial Advisors, LLC

No.3597 Data as of 2026Q2
Latest AUM (Q2 2026)
$658.5M
QoQ Change Q1 2026
+$69.4M+11.8%
Holdings
222
New Buys
35
Adds
57
Reduces
24
Exits
4
Unchanged
106
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VVANGUARD INDEX FDSVOO
13.23%12.34%$87.2M126,894$72.7M121,611+5,283+4.34%Add
VVANGUARD FTSEVEA
11.11%11.63%$73.1M1.0M$68.5M1.1M-42,643-3.99%Reduce
SSTATE STR SPDR S&P 500 ETF TSPY
11.05%10.7%$72.7M97,397$63.0M96,928+469+0.48%Add
VVANGUARD TOTALBND
9.06%8.99%$59.6M812,403$53.0M719,344+93,059+12.94%Add
VVANGUARD MUN BD FDSVTEB
8.53%9.27%$56.2M1.1M$54.6M1.1M+15,756+1.44%Add
DDIMENSIONAL EMERGING CORE EQUITY MARKET ETFDFAE
6.03%4.96%$39.7M986,974$29.2M862,196+124,778+14.47%Add
IISHARES COREIJH
4.5%4.28%$29.6M384,262$25.2M373,150+11,112+2.98%Add
IISHARES TRIEFA
4.25%4.39%$28.0M290,065$25.9M285,970+4,095+1.43%Add
VVANGUARD SCOTTSDALE FDSVCIT
3.44%3.62%$22.6M273,712$21.3M257,997+15,715+6.09%Add
IISHARES TRTIP
3.18%3.4%$20.9M191,290$20.1M181,745+9,545+5.25%Add
DDIMENSIONAL ETF TRUSTDFLV
2.83%3.47%$18.6M471,407$20.4M571,794-100,387-17.56%Reduce
DDIMENSIONAL U.S. SMALL CAP ETFDFAS
2.81%2.58%$18.5M224,344$15.2M213,380+10,964+5.14%Add
VVANGUARD INDEX FDSVNQ
2.56%2.57%$16.8M174,613$15.1M170,379+4,234+2.49%Add
VVANGUARD INDEX FDSVXF
2.38%2.24%$15.7M63,648$13.2M64,060-412-0.64%Reduce
DDIMENSIONAL ETF TRUSTDFNM
1.58%1.64%$10.4M215,661$9.7M201,939+13,722+6.80%Add
VVANGUARD SPECIALIZED FUNDSVIG
1.24%1.36%$8.2M34,525$8.0M37,203-2,678-7.20%Reduce
IINVESCO QQQ TRVOO
1.02%0.86%$6.7M9,150$5.1M8,773+377+4.30%Add
GGENERAL DYNAMICS CORPVTI
0.93%0.85%$6.1M16,509$5.0M15,593+916+5.87%Add
SSELECT SECTOR SPDR TRXLK
0.74%$4.9M25,574$00+25,574New Buy
APPLE INCAAPL
0.73%0.68%$4.8M16,662$4.0M15,762+900+5.71%Add
SSTATE STREETXLI
0.67%0.64%$4.4M23,895$3.8M23,246+649+2.79%Add
SSTATE STREET MATERIALS SELECT SECTOR SPDR ETFXLB
0.63%0.65%$4.1M81,267$3.9M77,066+4,201+5.45%Add
VVANGUARD INDEX FDSVB
0.59%0.58%$3.9M12,796$3.4M13,113-317-2.42%Reduce
SSELECT SECTOR SPDR TRXLE
0.56%0.74%$3.7M69,771$4.4M71,576-1,805-2.52%Reduce
SSPDR SERIES TRUSTBIL
0.45%1.23%$3.0M32,615$7.2M78,965-46,350-58.70%Reduce
VVANGUARD MIDVO
0.45%0.46%$3.0M36,700$2.7M9,466+27,234+287.70%Add
VVANGUARD WORLD FDVSGX
0.38%0.37%$2.5M30,336$2.2M30,299+37+0.12%Add
VVANGUARD FSTEVWO
0.37%0.38%$2.5M41,309$2.3M41,861-552-1.32%Reduce
VVANGUARD WORLD FDESGV
0.37%0.36%$2.4M18,386$2.1M18,660-274-1.47%Reduce
VVANGUARD STAR FDSVXUS
0.34%0.36%$2.2M26,224$2.1M27,171-947-3.49%Reduce
VVANGUARD INDEX FDSVUG
0.31%0.29%$2.0M23,639$1.7M3,935+19,704+500.74%Add
IINVESCO RAFI US 1000 ETFPRF
0.29%0.29%$1.9M35,724$1.7M35,791-67-0.19%Reduce
CASEYS GEN STORES INCCASY
0.26%0.27%$1.7M2,136$1.6M2,177-41-1.88%Reduce
IISHARES TRMTUM
0.17%$1.1M3,191$00+3,191New Buy
MICROSOFT CORPMSFT
0.15%0.17%$999,9692,681$1.0M2,781-100-3.60%Reduce
VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC
0.15%0.15%$992,4573,627$881,5863,730-103-2.76%Reduce
SCHWAB CHARLES CORPSCHW
0.13%0.14%$830,4309,000$845,8209,00000.00%Unchanged
ALLIANT ENERGY CORP COMLNT
0.12%0.13%$821,49110,768$772,71210,76800.00%Unchanged
BERKSHIRE HATHAWAY INC CL ABRK.A
0.11%0.12%$748,8501$718,140100.00%Unchanged
IISHARES MSCI ACWI ETFTOK
0.11%0.1%$703,4544,559$607,1324,596-37-0.81%Reduce
IISHARES TRDSI
0.1%0.09%$635,4874,463$550,0824,539-76-1.67%Reduce
IISHARES BITCOIN TRUST ETFIBIT
0.1%0.11%$625,85218,800$664,39817,293+1,507+8.71%Add
VVANGUARD WORLD FDVCEB
0.09%0.1%$624,0569,944$612,2809,745+199+2.04%Add
VVANGUARD INDEX FDSVTV
0.09%0.09%$595,4162,732$526,4362,683+49+1.83%Add
TESLA INCTSLA
0.09%0.08%$560,6601,333$495,5431,33300.00%Unchanged
VVANGUARD SMALLVBR
0.08%0.08%$559,5712,303$500,2962,30300.00%Unchanged
TTYLER TECHNOLOGIES INCTYL
0.07%0.08%$491,2181,680$496,2121,449+231+15.94%Add
SSCHWAB U.S. BROAD MARKET ETFSCHB
0.07%0.07%$483,08216,681$418,69416,68100.00%Unchanged
VVANGUARD INTL EQUITY INDEX FVT
0.06%0.07%$397,8692,535$385,7752,789-254-9.11%Reduce
IISHARES RUSSELLIWF
0.06%0.06%$368,0252,964$325,717764+2,200+287.96%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow