Institutional Manager · CIK 0001843684
West Financial Advisors, LLC
DES MOINES, IA · File #028-20531
Latest AUM
$592.7M
Positions
236
Top-10 Concentration
77.9%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025236 pos · $592.7M
- 13F HOLDINGS REPORTQ/E Sep 2025193 pos · $605.0M
- 13F HOLDINGS REPORTQ/E Jun 2025207 pos · $574.7M
- 13F HOLDINGS REPORTQ/E Mar 2025203 pos · $526.2M
- 13F HOLDINGS REPORTQ/E Dec 2024205 pos · $518.6M
- 13F HOLDINGS REPORTQ/E Sep 2024188 pos · $518.5M
- 13F HOLDINGS REPORTQ/E Jun 2024160 pos · $481.6M
- 13F HOLDINGS REPORTQ/E Mar 2024154 pos · $466.2M
- 13F HOLDINGS REPORTQ/E Dec 2023208 pos · $398.6M
- 13F HOLDINGS REPORTQ/E Sep 2023187 pos · $406.4M
- 13F HOLDINGS REPORTQ/E Jun 2023162 pos · $382.1M
- 13F HOLDINGS REPORTQ/E Mar 2023164 pos · $358.2M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 149,519 | $93.8M | 16.02% |
| 2 | VANGUARD TAX-MANAGED FDS | 921943858 | 1,101,503 | $68.8M | 11.76% |
| 3 | SPDR S&P 500 ETF TR | SPY | 98,305 | $67.0M | 11.46% |
| 4 | VANGUARD MUN BD FDS | 922907746 | 1,074,039 | $54.0M | 9.23% |
| 5 | VANGUARD BD INDEX FDS | 921937835 | 712,921 | $52.8M | 9.02% |
| 6 | DIMENSIONAL ETF TRUST | 25434V302 | 890,148 | $29.0M | 4.95% |
| 7 | ISHARES TR | 46432F842 | 288,939 | $25.8M | 4.42% |
| 8 | ISHARES TR | 464287507 | 362,749 | $23.9M | 4.09% |
| 9 | VANGUARD SCOTTSDALE FDS | 92206C870 | 255,295 | $21.4M | 3.65% |
| 10 | ISHARES TR | 464287176 | 176,285 | $19.4M | 3.31% |
| 11 | VANGUARD INDEX FDS | 922908553 | 168,126 | $14.9M | 2.54% |
| 12 | DIMENSIONAL ETF TRUST | 25434V500 | 212,021 | $14.8M | 2.52% |
| 13 | VANGUARD INDEX FDS | 922908652 | 63,139 | $13.2M | 2.26% |
| 14 | DIMENSIONAL ETF TRUST | 25434V849 | 189,836 | $9.1M | 1.56% |
| 15 | VANGUARD SPECIALIZED FUNDS | 921908844 | 37,960 | $8.3M | 1.43% |
| 16 | SPDR SERIES TRUST | 78468R663 | 79,153 | $7.2M | 1.24% |
| 17 | INVESCO QQQ TR | IVZ | 9,021 | $5.5M | 0.95% |
| 18 | VANGUARD INDEX FDS | 922908769 | 15,914 | $5.3M | 0.91% |
| 19 | APPLE INC | AAPL | 15,876 | $4.3M | 0.74% |
| 20 | SELECT SECTOR SPDR TR | 81369Y803 | 27,490 | $4.0M | 0.68% |