Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
West Financial Advisors, LLC (CIK 1843684) reported $589.1M across 190 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($72.7M, 12.34%), VEA ($68.5M, 11.63%), SPY ($63.0M, 10.70%), VTEB ($54.6M, 9.27%), BND ($53.0M, 8.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $72.7M | 12.34% | 121,611 | Trimmed |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $68.5M | 11.63% | 1.1M | Trimmed |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $63.0M | 10.70% | 96,928 | Trimmed |
| 4 | VTEB | VANGUARD MUN BD FDS | $54.6M | 9.27% | 1.1M | Added |
| 5 | BND | VANGUARD BD INDEX FDS | $53.0M | 8.99% | 719,344 | Added |
| 6 | DFAE | DIMENSIONAL ETF TRUST | $29.2M | 4.96% | 862,196 | Trimmed |
| 7 | IEFA | ISHARES TR | $25.9M | 4.39% | 285,970 | Trimmed |
| 8 | IJH | ISHARES TR | $25.2M | 4.28% | 373,150 | Added |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | $21.3M | 3.62% | 257,997 | Added |
| 10 | DFLV | DIMENSIONAL ETF TRUST | $20.4M | 3.47% | 571,794 | New |
| 11 | TIP | ISHARES TR | $20.1M | 3.40% | 181,745 | Added |
| 12 | DFAS | DIMENSIONAL ETF TRUST | $15.2M | 2.58% | 213,380 | Added |
| 13 | VNQ | VANGUARD INDEX FDS | $15.1M | 2.57% | 170,379 | Added |
| 14 | VXF | VANGUARD INDEX FDS | $13.2M | 2.24% | 64,060 | Added |
| 15 | DFNM | DIMENSIONAL ETF TRUST | $9.7M | 1.64% | 201,939 | Added |
| 16 | VIG | VANGUARD SPECIALIZED FUNDS | $8.0M | 1.36% | 37,203 | Trimmed |
| 17 | BIL | SPDR SERIES TRUST | $7.2M | 1.23% | 78,965 | Trimmed |
| 18 | QQQ | INVESCO QQQ TR | $5.1M | 0.86% | 8,773 | Trimmed |
| 19 | VTI | VANGUARD INDEX FDS | $5.0M | 0.85% | 15,593 | Trimmed |
| 20 | XLE | SELECT SECTOR SPDR TR | $4.4M | 0.74% | 71,576 | New |
| 21 | AAPL | APPLE INC | $4.0M | 0.68% | 15,762 | Trimmed |
| 22 | XLB | SELECT SECTOR SPDR TR | $3.9M | 0.65% | 77,066 | New |
| 23 | XLI | SELECT SECTOR SPDR TR | $3.8M | 0.64% | 23,246 | Trimmed |
| 24 | XLV | SELECT SECTOR SPDR TR | $3.7M | 0.63% | 25,165 | New |
| 25 | VB | VANGUARD INDEX FDS | $3.4M | 0.58% | 13,113 | Added |
Source: SEC Form 13F filings · as of 2026-03-31