Portfolio (Quarterly) Guide ↗

WEST MICHIGAN ADVISORS, LLC

· CIK 0001909879

13F Portfolio $455M AUM 298 positions Filed May 5, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 63 New 99 Added 100 Reduced 36 Exited

Page 5 of 5 · 99 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
81	SDY	SPDR S&P Dividend ETF	—	2,466.0	$360K	0.08%	+97.0	+4.1%	$145.96	+2.8%
82	IEMG	iShares Incorporated Core MSCI Emkt	—	5,004.0	$349K	0.08%	+290.0	+6.2%	$69.76	+17.4%
83	—	Monarch Volume Factor Dividnd ETF	—	11,888.0	$348K	0.08%	+4K	+55.4%	$29.31	—
84	LMBS	FRST TRT Low DTN Opnts ETF IV	—	6,943.0	$346K	0.08%	+210.0	+3.1%	$49.81	+0.1%
85	EQIX	Equinix Inc REIT	Real Estate	330.0	$323K	0.07%	+64.0	+24.1%	$979.88	+14.5%
86	ET	Energy Transfer L P LP	Energy	16,739.0	$323K	0.07%	+2K	+10.4%	$19.30	-1.5%
87	JBL	Jabil Incorporated	Technology	1,196.0	$318K	0.07%	+6.0	+0.5%	$265.64	+39.7%
88	SBUX	Starbucks Corp	Consumer Cyclical	3,465.0	$310K	0.07%	+104.0	+3.1%	$89.59	+12.6%
89	EMR	Emerson Elec Company	Industrials	2,315.0	$303K	0.07%	+355.0	+18.1%	$131.02	+10.2%
90	IEF	iShares 7-10 Year Treasury Bond ETF	—	3,075.0	$293K	0.06%	+303.0	+10.9%	$95.44	-1.3%
91	C	Citigroup Incorporated Com New	Financial Services	2,509.0	$285K	0.06%	+37.0	+1.5%	$113.39	+28.2%
92	CGUS	Capital Group Core Equity ETF SHS Creation Unit	—	6,542.0	$252K	0.06%	+368.0	+6.0%	$38.51	+13.4%
93	IWS	iShares TR Rus MDCP Val ETF	—	1,692.0	$247K	0.05%	+9.0	+0.5%	$145.71	+11.8%
94	PRU	Prudential Finl	Financial Services	2,474.0	$242K	0.05%	+286.0	+13.1%	$97.70	+10.8%
95	IWP	iShares TR Rus MD CP GR ETF	—	1,853.0	$237K	0.05%	+13.0	+0.7%	$128.13	+10.1%
96	SPIB	SPDR Portfolio Intermediate Term Corporate Bond ETF	—	6,951.0	$233K	0.05%	+444.0	+6.8%	$33.54	-0.4%
97	SUB	iShares TR SHRT Nat Mun ETF	—	2,133.0	$227K	0.05%	+36.0	+1.7%	$106.50	-0.1%
98	F	Ford Motor Co	Consumer Cyclical	17,687.0	$204K	0.04%	+91.0	+0.5%	$11.54	+22.2%
99	EAD	Allspring Income Opportunit Inc Oppty FD	Financial Services	13,676.0	$89K	0.02%	+317.0	+2.4%	$6.53	-2.0%

Page 5 of 5 · 99 positions

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① 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

Technology 24.2%

Consumer Cyclical 19.2%

Financial Services 12.9%

Healthcare 11.5%

Industrials 9.8%

Communication Services 7.1%

Energy 6.1%

Consumer Defensive 3.9%

Basic Materials 3.4%

Utilities 1.4%