West Financial Advisors, LLC

Est. AUM

$589.1M

13F long equity, this entity only

Positions

193

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$72.7M	121611	12.34%	SOLE
2	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$68.5M	1069091	11.63%	SOLE
3	STATE STR SPDR S&P 500 ETF T	TR UNIT	$63.0M	96928	10.70%	SOLE
4	VANGUARD MUN BD FDS	TAX EXEMPT BD	$54.6M	1094845	9.27%	SOLE
5	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$53.0M	719344	8.99%	SOLE
6	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$29.2M	862196	4.96%	SOLE
7	ISHARES TR	CORE MSCI EAFE	$25.9M	285970	4.39%	SOLE
8	ISHARES TR	CORE S&P MCP ETF	$25.2M	373150	4.28%	SOLE
9	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$21.3M	257997	3.62%	SOLE
10	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$20.4M	571794	3.47%	SOLE
11	ISHARES TR	TIPS BD ETF	$20.1M	181745	3.40%	SOLE
12	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$15.2M	213380	2.58%	SOLE
13	VANGUARD INDEX FDS	REAL ESTATE ETF	$15.1M	170379	2.57%	SOLE
14	VANGUARD INDEX FDS	EXTEND MKT ETF	$13.2M	64060	2.24%	SOLE
15	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$9.7M	201939	1.64%	SOLE
16	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$8.0M	37203	1.36%	SOLE
17	SPDR SERIES TRUST	STATE STREET SPD	$7.2M	78965	1.23%	SOLE
18	INVESCO QQQ TR	UNIT SER 1	$5.1M	8773	0.86%	SOLE
19	VANGUARD INDEX FDS	TOTAL STK MKT	$5.0M	15593	0.85%	SOLE
20	SELECT SECTOR SPDR TR	STATE STREET ENE	$4.4M	71576	0.74%	SOLE
21	APPLE INC	COM	$4.0M	15762	0.68%	SOLE
22	SELECT SECTOR SPDR TR	STATE STREET MAT	$3.9M	77066	0.65%	SOLE
23	SELECT SECTOR SPDR TR	STATE STREET IND	$3.8M	23246	0.64%	SOLE
24	SELECT SECTOR SPDR TR	STATE STREET HEA	$3.7M	25165	0.63%	SOLE
25	VANGUARD INDEX FDS	SMALL CP ETF	$3.4M	13113	0.58%	SOLE
26	VANGUARD INDEX FDS	MID CAP ETF	$2.7M	9466	0.46%	SOLE
27	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.3M	41861	0.38%	SOLE
28	VANGUARD WORLD FD	ESG INTL STK ETF	$2.2M	30299	0.37%	SOLE
29	VANGUARD STAR FDS	VG TL INTL STK F	$2.1M	27171	0.36%	SOLE
30	VANGUARD WORLD FD	ESG US STK ETF	$2.1M	18660	0.36%	SOLE
31	VANGUARD INDEX FDS	GROWTH ETF	$1.7M	3935	0.29%	SOLE
32	INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$1.7M	35791	0.29%	SOLE
33	CASEYS GEN STORES INC	COM	$1.6M	2177	0.27%	SOLE
34	MICROSOFT CORP	COM	$1.0M	2781	0.17%	SOLE
35	VANGUARD WORLD FD	MEGA CAP INDEX	$882K	3730	0.15%	SOLE
36	SCHWAB CHARLES CORP	COM	$846K	9000	0.14%	SOLE
37	ALLIANT ENERGY CORP	COM	$773K	10768	0.13%	SOLE
38	BERKSHIRE HATHAWAY INC DEL	CL A	$718K	1	0.12%	SOLE
39	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$664K	17293	0.11%	SOLE
40	VANGUARD WORLD FD	ESG US CORP BD	$612K	9745	0.10%	SOLE
41	ISHARES TR	ESG OPTIMIZED	$607K	4596	0.10%	SOLE
42	ISHARES TR	ESG MSCI KLD 400	$550K	4539	0.09%	SOLE
43	VANGUARD INDEX FDS	VALUE ETF	$526K	2683	0.09%	SOLE
44	VANGUARD INDEX FDS	SM CP VAL ETF	$500K	2303	0.08%	SOLE
45	TYLER TECHNOLOGIES INC	COM	$496K	1449	0.08%	SOLE
46	TESLA INC	COM	$496K	1333	0.08%	SOLE
47	SCHWAB STRATEGIC TR	US BRD MKT ETF	$419K	16681	0.07%	SOLE
48	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$386K	2789	0.07%	SOLE
49	ORACLE CORP	COM	$337K	2289	0.06%	SOLE
50	ISHARES TR	RUS 1000 GRW ETF	$326K	764	0.06%	SOLE

1–50 of 193

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.