West Coast Financial LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), West Coast Financial LLC reported 0 stock positions worth $0.

Most Recent 13F
Q2 2025
Location
SANTA BARBARA, CA
CIK
0001511985
Portfolio Value
$0 (Q2 2025)
SEC Filing
0001085146-25-005117 ↗ filed Aug 14, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $824.2M Q1 2024 Q2 2024: $844.0M Q2 2024 Q3 2024: $909.1M Q3 2024 Q4 2024: $907.6M Q4 2024 Q1 2025: $876.0M Q1 2025 Q2 2025: $0 $0 Q2 2025

Holdings 0 stocks · $0

None this quarter.

Portfolio Sells Q2 2025

No earlier filing to compare with.

Portfolio Buys Q2 2025

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2025 0$0
Q1 2025 162$876.0MIJR, SCHO, IVV, SCHR, AAPL
Q4 2024 165$907.6MIJR, IVV, SCHO, AAPL, SCHR
Q3 2024 172$909.1MIJR, IVV, SCHO, AAPL, SCHR
Q2 2024 166$844.0MIJR, IVV, SCHO, AAPL, SCHR
Q1 2024 162$824.2MIJR, IVV, SCHO, AAPL, SCHR