West Family Investments, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 10, 2026), West Family Investments, Inc. reported 468 stock positions worth $345.0 million. Its top holding was Nvidia (NVDA) at 4.5% of the portfolio, followed by iShares Core MSCI Emerging (IEMG, 3.8%) and Apple (AAPL, 3.7%). Compared with Q1 2026, it opened 234 new positions, sold out of 26, added to 172 and reduced 51. The biggest buy was a new position in iShares Core MSCI Emerging (IEMG) and the biggest sale an exit from iShares Gold Trust (IAU).
- Most Recent 13F
- Q2 2026
- Location
- CARLSBAD, CA
- CIK
- 0001568303
- Portfolio Value
- $345.0M (Q2 2026)
- SEC Filing
- 0001568303-26-000007 ↗ filed Aug 10, 2026
Holdings Value
Holdings 468 stocks · $345.0M
| NVDA Nvidia Corp. | 4.46% | 76,955 | $15.4M | Add +18.5% |
| IEMG iShares Core MSCI Emerging | 3.83% | 159,437 | $13.2M | New |
| AAPL Apple Inc. | 3.72% | 44,337 | $12.8M | Add +5.3% |
| MSFT Microsoft Corp. | 2.61% | 24,135 | $9.0M | Add +26.2% |
| GOOGL Alphabet Inc. Class A | 2.58% | 24,935 | $8.9M | Add +1.9% |
| TSM Taiwan Semiconductor-SP ADR | 2.12% | 15,323 | $7.3M | Add +0.5% |
| AMZN Amazon.com Inc. | 1.92% | 27,814 | $6.6M | Add +6.7% |
| MU Micron Technology Inc. | 1.69% | 5,055 | $5.8M | Reduce -4.2% |
| IEFA iShares Core MSCI Eafe ETF | 1.63% | 58,233 | $5.6M | New |
| AVGO Broadcom Inc. | 1.59% | 14,519 | $5.5M | Add +21.0% |
| TSLA Tesla Inc. | 1.10% | 8,985 | $3.8M | Add +26.0% |
| META Meta Platforms Inc. Class A | 1.09% | 6,654 | $3.7M | Add +20.5% |
| LLY Eli Lilly & Co. | 0.97% | 2,795 | $3.4M | Add +8.1% |
| AMD Advanced Micro Devices | 0.83% | 4,922 | $2.9M | Add +98.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.82% | 5,634 | $2.8M | Add +2.3% |
| JPM JPMorgan Chase & Co. | 0.78% | 8,256 | $2.7M | Add +92.0% |
| CSCO Cisco Systems Inc. | 0.77% | 22,743 | $2.7M | Add +0.7% |
| UMC United Microelectron-SP ADR | 0.73% | 92,392 | $2.5M | Reduce -26.3% |
| JNJ Johnson & Johnson | 0.72% | 9,824 | $2.5M | Add +0.3% |
| GOOG Alphabet Inc. Class C | 0.65% | 6,361 | $2.2M | New |
| INTC Intel Corp. | 0.63% | 15,594 | $2.2M | Add +81.3% |
| V Visa Inc. Class A | 0.63% | 6,337 | $2.2M | Add +9.4% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.63% | 1,090 | $2.2M | Add +12.6% |
| AMAT Applied Materials Inc. | 0.52% | 2,463 | $1.8M | Add +53.1% |
| GE General Electric filed as GE AEROSPACE | 0.51% | 4,721 | $1.8M | Add +86.8% |
| XOM Exxon Mobil Corp. | 0.51% | 12,810 | $1.8M | Add +10.3% |
| KO The Coca-Cola Co. | 0.49% | 21,005 | $1.7M | Add +8.9% |
| LRCX Lam Research Corp. | 0.48% | 3,787 | $1.6M | Add +20.9% |
| MRK Merck & Co. Inc. | 0.47% | 12,703 | $1.6M | Add +1.5% |
| CAT Caterpillar Inc. | 0.45% | 1,461 | $1.6M | Add +18.8% |
| WMT Walmart Inc. | 0.45% | 13,700 | $1.6M | Reduce -13.0% |
| WM Waste Management Inc. | 0.45% | 6,903 | $1.5M | Add +0.2% |
| CHT Chunghwa Telecom LT-Spon ADR | 0.44% | 34,531 | $1.5M | Reduce -1.6% |
| MA Mastercard Inc. Class A | 0.44% | 2,951 | $1.5M | Add +1.5% |
| PG The Procter & Gamble Co. | 0.40% | 9,405 | $1.4M | Reduce -7.2% |
| STX Seagate Technology Holdings | 0.39% | 1,397 | $1.3M | Add +82.8% |
| IBN Icici Bank Ltd.-Spon ADR | 0.39% | 45,820 | $1.3M | Add +0.5% |
| UNH Unitedhealth Group Inc. | 0.37% | 3,100 | $1.3M | Add +214.7% |
| CVX Chevron Corp. | 0.37% | 7,766 | $1.3M | Add +68.8% |
| MCD McDonald's Corp. | 0.37% | 4,739 | $1.3M | Reduce -0.6% |
| WDC Western Digital Corp. | 0.37% | 1,986 | $1.3M | Add +70.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.36% | 4,412 | $1.2M | Add +20.8% |
| HD Home Depot Inc. | 0.36% | 3,490 | $1.2M | Add +59.2% |
| RTX RTX Corp. | 0.34% | 6,207 | $1.2M | Add +103.0% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.34% | 12,240 | $1.2M | Add +29.5% |
| ASX Ase Technology Holding -ADR | 0.33% | 25,571 | $1.2M | Reduce -3.4% |
| PEP Pepsico Inc. | 0.32% | 8,267 | $1.1M | Add +55.5% |
| MAA Mid-America Apartment Comm | 0.31% | 7,697 | $1.1M | New |
| VZ Verizon Communications Inc. | 0.31% | 25,209 | $1.1M | Add +1.7% |
| RY Royal Bank of Canada | 0.30% | 5,078 | $1.1M | Add +1.7% |
| LIN Linde PLC | 0.30% | 2,025 | $1.1M | Add +1.6% |
| KLAC KLA Corp. | 0.30% | 3,450 | $1.0M | Add +35.8% |
| ED Consolidated Edison Inc. | 0.30% | 9,376 | $1.0M | Add +3.6% |
| WCN Waste Connections Inc. | 0.30% | 6,187 | $1.0M | Add +56.2% |
| BAC Bank of America Corp. | 0.29% | 17,738 | $1.0M | Add +3.4% |
| SO The Southern Co. | 0.29% | 10,508 | $1.0M | Reduce -1.2% |
| ABBV Abbvie Inc. | 0.29% | 3,970 | $999K | Reduce -18.5% |
| PM Philip Morris International | 0.29% | 5,474 | $990K | Add +0.9% |
| MS Morgan Stanley | 0.28% | 4,702 | $983K | Add +62.9% |
| APH Amphenol Corp. Class A | 0.28% | 5,527 | $975K | Add +41.6% |
| TRV The Travelers Cos Inc. | 0.28% | 2,901 | $958K | Add +84.9% |
| SHEL Shell PLC-ADR | 0.27% | 12,116 | $939K | Add +63.5% |
| NVS Novartis AG-Sponsored ADR | 0.27% | 5,931 | $930K | Reduce -4.4% |
| KB KB Financial Group Inc.-ADR filed as KB FINL GROUP INC | 0.27% | 8,811 | $925K | Add +40.5% |
| SAN Banco Santander SA-Spon ADR | 0.27% | 66,897 | $923K | Add +119.3% |
| COST Costco Wholesale Corp. | 0.27% | 984 | $921K | Reduce -17.0% |
| EOG EOG Resources Inc. | 0.26% | 7,000 | $908K | New |
| DUK Duke Energy Corp. | 0.26% | 7,168 | $907K | Add +1.1% |
| C Citigroup Inc. | 0.26% | 6,429 | $900K | Add +124.8% |
| ABNB Airbnb Inc. Class A | 0.26% | 6,148 | $880K | New |
| GEV GE Vernova Inc. | 0.25% | 748 | $879K | Add +2.3% |
| GS Goldman Sachs Group Inc. | 0.25% | 866 | $876K | Add +91.2% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.25% | 43,037 | $856K | Add +17.8% |
| JCI Johnson Controls Internation | 0.25% | 5,791 | $846K | Add +255.3% |
| VRTX Vertex Pharmaceuticals Inc. | 0.24% | 1,695 | $842K | Add +33.0% |
| ORCL Oracle Corp. | 0.24% | 5,736 | $841K | Add +11.2% |
| MRSH Marsh & McLennan Cos | 0.24% | 5,036 | $839K | Add +9.2% |
| COF Capital One Financial Corp. | 0.24% | 4,181 | $839K | Add +219.4% |
| PCG P G & E Corp. | 0.24% | 49,832 | $838K | New |
| TXN Texas Instruments Inc. | 0.24% | 2,787 | $831K | New |
| WFC Wells Fargo & Co. | 0.24% | 10,007 | $827K | Add +2.7% |
| XYL Xylem Inc. | 0.24% | 6,957 | $822K | New |
| MRVL Marvell Technology Inc. | 0.24% | 2,759 | $822K | New |
| EWBC East West Bancorp Inc. | 0.23% | 6,242 | $806K | New |
| RDY Dr. Reddy's Laboratories-ADR | 0.23% | 55,161 | $799K | Reduce -13.5% |
| ANET Arista Networks Inc. | 0.23% | 4,700 | $798K | Add +1.6% |
| ATO Atmos Energy Corp. | 0.23% | 4,629 | $797K | New |
| BLK BlackRock Inc. | 0.23% | 828 | $796K | New |
| COR Cencora Inc. | 0.23% | 2,805 | $794K | Reduce -14.0% |
| MCK McKesson Corp. | 0.23% | 1,036 | $783K | Reduce -0.9% |
| SHG Shinhan Financial Group-ADR | 0.23% | 12,364 | $782K | Add +45.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.23% | 5,145 | $779K | Add +37.7% |
| NNN NNN REIT Inc. | 0.23% | 16,746 | $779K | New |
| ROST Ross Stores Inc. | 0.22% | 3,592 | $765K | New |
| TMUS T-Mobile US Inc. | 0.22% | 4,534 | $760K | Add +11.4% |
| CB Chubb Ltd. | 0.22% | 2,214 | $754K | Add +26.7% |
| PKX Posco Holdings Inc. -Spon ADR | 0.22% | 14,641 | $752K | Reduce -3.9% |
| NDSN Nordson Corp. | 0.22% | 2,463 | $743K | New |
| ABT Abbott Laboratories | 0.21% | 8,104 | $735K | Add +286.1% |
| BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED | 0.21% | 8,817 | $735K | Add +24.6% |
Portfolio Sells Q1 2026 → Q2 2026
| IAU iShares Gold Trust | Sold out | 0.00% | −11.94 |
| SCHP Schwab U.S. Tips ETF | Sold out | 0.00% | −5.96 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −5.84 |
| MBB iShares MBS ETF | Sold out | 0.00% | −2.70 |
| VT Vanguard Tot World STK ETF | Sold out | 0.00% | −0.94 |
| CVS CVS Health Corp. | Reduce -1.3% | 0.05% | −0.53 |
| AZN Astrazeneca PLC | Reduce -54.6% | 0.18% | −0.31 |
| ACWV iShares MSCI Global Min Vol | Sold out | 0.00% | −0.28 |
| INFY Infosys Ltd.-SP ADR | Reduce -63.6% | 0.07% | −0.24 |
| WMT Walmart Inc. | Reduce -13.0% | 0.45% | −0.24 |
| CAM AB California Inter Muni ETF | Sold out | 0.00% | −0.21 |
| BABA Alibaba Group Holding-SP ADR | Reduce -34.7% | 0.13% | −0.18 |
| NFLX Netflix Inc. | Reduce -29.1% | 0.13% | −0.17 |
| PLTR Palantir Technologies Inc. Class A | Reduce -23.7% | 0.17% | −0.17 |
| AU Anglogold Ashanti PLC | Sold out | 0.00% | −0.16 |
| MCD McDonald's Corp. | Reduce -0.6% | 0.37% | −0.15 |
| COST Costco Wholesale Corp. | Reduce -17.0% | 0.27% | −0.15 |
| KT KT Corp.-SP ADR | Sold out | 0.00% | −0.13 |
| COR Cencora Inc. | Reduce -14.0% | 0.23% | −0.13 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.12 |
| CRM Salesforce Inc. | Reduce -50.7% | 0.06% | −0.12 |
| AWK American Water Works Co. Inc. | Sold out | 0.00% | −0.12 |
| TTE Totalenergies SE | Sold out | 0.00% | −0.12 |
| PG The Procter & Gamble Co. | Reduce -7.2% | 0.40% | −0.11 |
| PDD PDD Holdings Inc. | Sold out | 0.00% | −0.11 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.11 |
| GILD Gilead Sciences Inc. | Reduce -26.2% | 0.13% | −0.10 |
| TM Toyota Motor Corp. -Spon ADR | Reduce -33.8% | 0.08% | −0.10 |
| TLK Telkom Indonesia Persero-ADR | Sold out | 0.00% | −0.10 |
| CNQ Canadian Natural Resources | Sold out | 0.00% | −0.10 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.10 |
| GIB Cgi Inc. | Sold out | 0.00% | −0.10 |
| PKX Posco Holdings Inc. -Spon ADR | Reduce -3.9% | 0.22% | −0.09 |
| MCK McKesson Corp. | Reduce -0.9% | 0.23% | −0.09 |
| DSGX The Descartes Systems Grp | Sold out | 0.00% | −0.09 |
| WMB Williams Cos Inc. | Sold out | 0.00% | −0.09 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.08 |
| CME Cme Group Inc. | Reduce -0.4% | 0.13% | −0.08 |
| RSG Republic Services Inc. | Reduce -22.1% | 0.14% | −0.08 |
| ABBV Abbvie Inc. | Reduce -18.5% | 0.29% | −0.08 |
| RRC Range Resources Corp. | Sold out | 0.00% | −0.08 |
| RDY Dr. Reddy's Laboratories-ADR | Reduce -13.5% | 0.23% | −0.08 |
| SNY Sanofi-ADR | Sold out | 0.00% | −0.08 |
| CHT Chunghwa Telecom LT-Spon ADR | Reduce -1.6% | 0.44% | −0.08 |
| D Dominion Energy Inc. | Sold out | 0.00% | −0.07 |
| WDS Woodside Energy Group-ADR | Sold out | 0.00% | −0.07 |
| SO The Southern Co. | Reduce -1.2% | 0.29% | −0.07 |
| NVS Novartis AG-Sponsored ADR | Reduce -4.4% | 0.27% | −0.06 |
| WIT Wipro Ltd.-ADR | Reduce -32.0% | 0.08% | −0.06 |
| MSI Motorola Solutions Inc. | Reduce -1.4% | 0.19% | −0.05 |
Portfolio Buys Q1 2026 → Q2 2026
| IEMG iShares Core MSCI Emerging | New | 3.83% | +3.83 |
| IEFA iShares Core MSCI Eafe ETF | New | 1.63% | +1.63 |
| AMD Advanced Micro Devices | Add +98.8% | 0.83% | +0.65 |
| GOOG Alphabet Inc. Class C | New | 0.65% | +0.65 |
| INTC Intel Corp. | Add +81.3% | 0.63% | +0.50 |
| NVDA Nvidia Corp. | Add +18.5% | 4.46% | +0.49 |
| JPM JPMorgan Chase & Co. | Add +92.0% | 0.78% | +0.34 |
| AMAT Applied Materials Inc. | Add +53.1% | 0.52% | +0.32 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.5% | 2.12% | +0.31 |
| MAA Mid-America Apartment Comm | New | 0.31% | +0.31 |
| AVGO Broadcom Inc. | Add +21.0% | 1.59% | +0.29 |
| STX Seagate Technology Holdings | Add +82.8% | 0.39% | +0.29 |
| UNH Unitedhealth Group Inc. | Add +214.7% | 0.37% | +0.28 |
| EOG EOG Resources Inc. | New | 0.26% | +0.26 |
| GE General Electric | Add +86.8% | 0.51% | +0.26 |
| WDC Western Digital Corp. | Add +70.9% | 0.37% | +0.26 |
| ABNB Airbnb Inc. Class A | New | 0.26% | +0.26 |
| PCG P G & E Corp. | New | 0.24% | +0.24 |
| LRCX Lam Research Corp. | Add +20.9% | 0.48% | +0.24 |
| TXN Texas Instruments Inc. | New | 0.24% | +0.24 |
| XYL Xylem Inc. | New | 0.24% | +0.24 |
| MRVL Marvell Technology Inc. | New | 0.24% | +0.24 |
| EWBC East West Bancorp Inc. | New | 0.23% | +0.23 |
| ATO Atmos Energy Corp. | New | 0.23% | +0.23 |
| BLK BlackRock Inc. | New | 0.23% | +0.23 |
| NNN NNN REIT Inc. | New | 0.23% | +0.23 |
| ROST Ross Stores Inc. | New | 0.22% | +0.22 |
| NDSN Nordson Corp. | New | 0.22% | +0.22 |
| MKL Markel Group Inc. | New | 0.21% | +0.21 |
| FTNT Fortinet Inc. | New | 0.21% | +0.21 |
| PSX Phillips 66 | New | 0.21% | +0.21 |
| LHX L3HARRIS Technologies Inc. | New | 0.20% | +0.20 |
| HAL Halliburton Co. | New | 0.20% | +0.20 |
| ES Eversource Energy | New | 0.20% | +0.20 |
| AYI Acuity Inc. | New | 0.20% | +0.20 |
| VEEV Veeva Systems Inc. Class A | New | 0.19% | +0.19 |
| DTE DTE Energy Company | New | 0.19% | +0.19 |
| CUBE Cubesmart | New | 0.19% | +0.19 |
| CR Crane Co. | New | 0.19% | +0.19 |
| FRT Federal Realty Invs Trust | New | 0.18% | +0.18 |
| FNB FNB Corp. | New | 0.18% | +0.18 |
| ASML ASML Holding NV-NY Reg SHS | Add +12.6% | 0.63% | +0.18 |
| A Agilent Technologies Inc. | New | 0.18% | +0.18 |
| PNC PNC Financial Services Group | New | 0.18% | +0.18 |
| TXRH Texas Roadhouse Inc. | New | 0.18% | +0.18 |
| AIG American International Group | New | 0.18% | +0.18 |
| CNC Centene Corp. | New | 0.17% | +0.17 |
| OC Owens Corning | New | 0.17% | +0.17 |
| NVR NVR Inc. | New | 0.17% | +0.17 |
| WAL Western Alliance Bancorp | New | 0.17% | +0.17 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 468 | $345.0M | NVDA, IEMG, AAPL, MSFT, GOOGL |
| Q1 2026 | 259 | $285.2M | IAU, SCHP, TLT, NVDA, AAPL |
| Q4 2025 | 351 | $425.9M | IAU, NVDA, AAPL, MSFT, SCHP |
| Q3 2025Amended | 378 | $447.8M | IAU, NVDA, AAPL, MSFT, TLT |
| Q2 2025 | 368 | $383.2M | IAU, NVDA, MSFT, AAPL, TLT |
| Q1 2025 | 272 | $265.5M | IAU, SCHP, TLT, AAPL, LGO |
| Q4 2024 | 284 | $287.0M | IAU, AAPL, SCHP, TLT, NVDA |
| Q3 2024 | 293 | $293.7M | IAU, LGO, TLT, SCHP, AAPL |
| Q2 2024 | 252 | $333.5M | IAU, SCHP, TLT, NEM, LGO |
| Q1 2024 | 259 | $322.3M | IAU, RRC, SCHP, LGO, NEM |