Institutional Manager · CIK 0001909879
WEST MICHIGAN ADVISORS, LLC
HOLLAND, MI · File #028-22214
Latest AUM
$435.6M
Positions
271
Top-10 Concentration
46.5%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | Innovator US Eqy Power Buffer ETF | INHD | -195,826 | -$8.6M | +$161,117 |
| NEW | Innovator U.S. Equity Power Bffer ETF - October | INHD | +186,976 | +$8.2M | $0 |
| NEW | Warner Brothers Discover | WBD | +129,742 | +$3.7M | $0 |
| EXITED | Talen Energy Corporation | 87422Q109 | -7,417 | -$3.2M | $0 |
| NEW | Ionis Pharmaceuticals Incorporated | IONS | +38,413 | +$3.0M | $0 |
| NEW | Amphenol Corporation New Class A | 032095101 | +21,381 | +$2.9M | $0 |
| REDUCE | Anglogold Ashanti PLC F | AU | -33,886 | -$2.9M | +$613,894 |
| REDUCE | GE Vernova Incorporated | GEV | -4,202 | -$2.7M | +$181,622 |
| ADD | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | 72201R833 | +24,487 | +$2.5M | +$78 |
| ADD | Palantir Technologies Incorporated Class A | PLTR | +12,362 | +$2.2M | -$43,366 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025271 pos · $435.6M
- 13F HOLDINGS REPORTQ/E Sep 2025261 pos · $416.0M
- 13F HOLDINGS REPORTQ/E Jun 2025235 pos · $354.5M
- 13F HOLDINGS REPORTQ/E Mar 2025212 pos · $301.6M
- 13F HOLDINGS REPORTQ/E Dec 2024228 pos · $331.2M
- 13F HOLDINGS REPORTQ/E Sep 2024191 pos · $331.3M
- 13F HOLDINGS REPORTQ/E Jun 2024179 pos · $314.3M
- 13F HOLDINGS REPORTQ/E Mar 2024176 pos · $307.7M
- 13F HOLDINGS REPORTQ/E Dec 2023151 pos · $187.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Gentex Corp | GNTX | 1,792,684 | $41.7M | 15.66% |
| 2 | Amplify CWP Enhanced DIV Inm ETF | 032108409 | 339,081 | $15.1M | 5.67% |
| 3 | Microsoft | MSFT | 24,599 | $11.9M | 4.47% |
| 4 | Apple Inc | AAPL | 41,425 | $11.3M | 4.23% |
| 5 | Nvidia Corp | NVDA | 57,513 | $10.7M | 4.03% |
| 6 | Innovator U.S. Equity Power Bffer ETF - October | INHD | 186,976 | $8.2M | 3.08% |
| 7 | Broadcom Inc | AVGO | 18,499 | $6.4M | 2.40% |
| 8 | Vanguard S&P 500 ETF | 922908363 | 10,203 | $6.4M | 2.40% |
| 9 | JPMorgan Chase | VYLD | 18,835 | $6.1M | 2.28% |
| 10 | Huntington Bancshs | HBANZ | 344,099 | $6.0M | 2.26% |
| 11 | J P Morgan Nasdaq EQT PRM Inc ETF IV | 46654Q203 | 99,471 | $5.8M | 2.19% |
| 12 | Amazon.Com Inc | AMZN | 24,027 | $5.5M | 2.08% |
| 13 | Capital Group Global GRWT Eqy ETF | 14020X104 | 158,054 | $5.5M | 2.06% |
| 14 | Apple | AAPL | 18,600 | $5.1M | 1.90% |
| 15 | iShares TR 0-3 MNTH Treasry | 46436E718 | 47,837 | $4.8M | 1.80% |
| 16 | Johnson & Johnson | JNJ | 22,345 | $4.6M | 1.74% |
| 17 | Qualcomm Incorporated | QCOM | 25,021 | $4.3M | 1.61% |
| 18 | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | 72201R833 | 40,826 | $4.1M | 1.54% |
| 19 | Newmont Corp | NEMCL | 40,015 | $4.0M | 1.50% |
| 20 | Abbvie Inc | ABBV | 17,246 | $3.9M | 1.48% |