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Portfolio (Quarterly) Guide ↗

West Financial Advisors, LLC

· CIK 0001843684
13F Portfolio $593M AUM 236 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 236 New
Page 3 of 12  ·  236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TSLA TESLA INC Consumer Cyclical 1,333.0 $599K 0.10% NEW $449.72 -10.6%
42 DSI ISHARES TR 4,572.0 $589K 0.10% NEW $128.83 +8.8%
43 VTV VANGUARD INDEX FDS 2,680.0 $512K 0.09% NEW $191.00 +8.0%
44 VBR VANGUARD INDEX FDS 2,303.0 $488K 0.08% NEW $211.78 +6.9%
45 SCHB SCHWAB STRATEGIC TR 17,308.0 $454K 0.08% NEW $26.23 +7.6%
46 ORCL ORACLE CORP Technology 2,289.0 $446K 0.07% NEW $194.91 -5.2%
47 CASY CASEYS GEN STORES INC Consumer Cyclical 714.0 $394K 0.07% NEW $552.35 +54.1%
48 IWF ISHARES TR 812.0 $384K 0.07% NEW $473.23 -73.9%
49 VT VANGUARD INTL EQUITY INDEX F 2,620.0 $370K 0.06% NEW $141.06 +8.2%
50 GL GLOBE LIFE INC Financial Services 2,000.0 $280K 0.05% NEW $139.86 +11.4%
51 QCOM QUALCOMM INC Technology 1,625.0 $278K 0.05% NEW $171.05 +15.6%
52 AMGN AMGEN INC Healthcare 784.0 $257K 0.04% NEW $327.31 -1.4%
53 NSC NORFOLK SOUTHN CORP Industrials 846.0 $244K 0.04% NEW $288.72 +9.6%
54 IBM INTERNATIONAL BUSINESS MACHS Technology 788.0 $233K 0.04% NEW $296.21 -24.5%
55 IWD ISHARES TR 1,070.0 $225K 0.04% NEW $210.34 +9.9%
56 GOOGL ALPHABET INC Communication Services 680.0 $213K 0.04% NEW $313.00 +25.5%
57 USB US BANCORP DEL Financial Services 3,843.0 $205K 0.04% NEW $53.36 -1.0%
58 HEDJ WISDOMTREE TR 3,714.0 $197K 0.03% NEW $53.06 +3.7%
59 BERKSHIRE HATHAWAY INC DEL 392.0 $197K 0.03% NEW $502.65
60 JPM JPMORGAN CHASE & CO. Financial Services 585.0 $188K 0.03% NEW $322.22 -6.8%
Page 3 of 12  ·  236 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 85.6%
Technology 8.8%
Consumer Cyclical 1.5%
Utilities 0.9%
Healthcare 0.8%
Industrials 0.8%
Communication Services 0.6%
Consumer Defensive 0.4%
Energy 0.4%
Real Estate 0.1%