West Family Investments, Inc.

Name: West Family Investments, Inc. 13F holdings, Q2 2025
Creator: West Family Investments, Inc.
Published: 2025-08-13

Q2 2026Q1 2026Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), West Family Investments, Inc. reported 368 stock positions worth $383.2 million. Its top holding was iShares Gold Trust (IAU) at 7.5% of the portfolio, followed by Nvidia (NVDA, 4.5%) and Microsoft (MSFT, 4.3%). Compared with Q1 2025, it opened 107 new positions, sold out of 11, added to 220 and reduced 19. The biggest buy was Nvidia (NVDA, shares +180%) and the biggest sale iShares Gold Trust (IAU, shares −7%).

Most Recent 13F: Q2 2026
Location: CARLSBAD, CA
CIK: 0001568303
Portfolio Value: $383.2M (Q2 2025)
SEC Filing: 0001568303-25-000007 ↗ filed Aug 13, 2025

Holdings Value

Holdings 368 stocks · $383.2M


IAU iShares Gold Trust	7.45%	455,804	$28.6M	Reduce -7.2%
NVDA Nvidia Corp.	4.46%	108,257	$17.1M	Add +180.3%
MSFT Microsoft Corp.	4.29%	33,050	$16.4M	Add +48.7%
AAPL Apple Inc.	3.68%	68,775	$14.1M	Add +46.8%
TLT iShares 20+ Year Treasury BD	3.53%	122,410	$13.5M	Add +11.4%
SCHP Schwab U.S. Tips ETF	3.48%	479,787	$13.4M	Add +8.3%
AMZN Amazon.com Inc.	2.45%	42,737	$9.4M	Add +47.7%
GOOGL Alphabet Inc. Class A	2.18%	47,497	$8.4M	Add +52.8%
MBB iShares MBS ETF	1.99%	80,697	$7.6M	No change
META Meta Platforms Inc. Class A	1.85%	9,586	$7.1M	Add +126.5%
TSM Taiwan Semiconductor-SP ADR	1.73%	29,285	$6.6M	Add +57.2%
AVGO Broadcom Inc.	1.36%	18,945	$5.2M	Add +93.3%
JPM JPMorgan Chase & Co.	1.15%	15,150	$4.4M	Add +53.4%
TSLA Tesla Inc.	1.14%	13,730	$4.4M	Add +54.3%
BRK.B Berkshire Hathaway Inc. Class B	0.99%	7,788	$3.8M	Add +43.6%
LLY Eli Lilly & Co.	0.89%	4,395	$3.4M	Add +193.4%
WMT Walmart Inc.	0.84%	32,899	$3.2M	Add +18.4%
V Visa Inc. Class A	0.81%	8,788	$3.1M	Add +52.5%
NFLX Netflix Inc.	0.77%	2,202	$2.9M	Add +265.2%
MA Mastercard Inc. Class A	0.71%	4,864	$2.7M	Add +64.9%
XOM Exxon Mobil Corp.	0.71%	25,298	$2.7M	Add +87.9%
VT Vanguard Tot World STK ETF	0.67%	19,290	$2.6M	No change
PG The Procter & Gamble Co.	0.64%	15,426	$2.5M	Add +39.8%
COST Costco Wholesale Corp.	0.60%	2,306	$2.3M	Add +260.9%
CSCO Cisco Systems Inc.	0.58%	32,237	$2.2M	Add +35.5%
CHT Chunghwa Telecom LT-Spon ADR	0.58%	47,872	$2.2M	Reduce -0.3%
SAP Sap SE-Sponsored ADR	0.55%	6,893	$2.1M	Add +238.9%
JNJ Johnson & Johnson	0.52%	12,934	$2.0M	Add +9.6%
HDB HDFC Bank Ltd.-ADR	0.51%	25,494	$2.0M	Add +53.7%
RSG Republic Services Inc.	0.51%	7,902	$1.9M	Add +78.5%
MCD McDonald's Corp.	0.48%	6,359	$1.9M	Add +30.1%
ABBV Abbvie Inc.	0.48%	9,960	$1.8M	Add +40.3%
IBN Icici Bank Ltd.-Spon ADR	0.47%	53,802	$1.8M	Add +13.5%
WM Waste Management Inc.	0.47%	7,897	$1.8M	Add +12.2%
KO The Coca-Cola Co.	0.46%	24,983	$1.8M	Add +35.1%
SHEL Shell PLC-ADR	0.45%	24,418	$1.7M	Add +26.0%
WIT Wipro Ltd.-ADR	0.42%	533,167	$1.6M	Add +37.4%
MRK Merck & Co. Inc.	0.41%	19,796	$1.6M	Add +18.6%
VZ Verizon Communications Inc.	0.41%	36,172	$1.6M	Add +26.7%
ASML ASML Holding NV-NY Reg SHS	0.41%	1,939	$1.6M	Add +49.5%
NVS Novartis AG-Sponsored ADR	0.40%	12,766	$1.5M	Add +27.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.40%	5,183	$1.5M	Add +39.0%
ORCL Oracle Corp.	0.39%	6,847	$1.5M	Add +26.2%
PM Philip Morris International	0.39%	8,154	$1.5M	Add +47.2%
NVO Novo-Nordisk A/S-Spons ADR	0.38%	21,362	$1.5M	Add +34.6%
TMUS T-Mobile US Inc.	0.38%	6,163	$1.5M	Add +14.8%
KR Kroger Co.	0.38%	20,193	$1.4M	Add +8.8%
UMC United Microelectron-SP ADR	0.37%	187,696	$1.4M	Add +37.2%
MCK McKesson Corp.	0.37%	1,945	$1.4M	Add +36.3%
INFY Infosys Ltd.-SP ADR	0.37%	76,813	$1.4M	Add +29.4%
MSI Motorola Solutions Inc.	0.37%	3,375	$1.4M	Add +120.4%
HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC	0.36%	22,850	$1.4M	Add +94.6%
T AT&T Inc.	0.36%	47,328	$1.4M	Add +24.7%
LIN Linde PLC	0.36%	2,908	$1.4M	Add +44.3%
APH Amphenol Corp. Class A	0.35%	13,719	$1.4M	Add +29.1%
GILD Gilead Sciences Inc.	0.35%	12,197	$1.4M	Add +26.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.35%	28,437	$1.3M	Add +49.5%
CVX Chevron Corp.	0.35%	9,374	$1.3M	Add +101.5%
WFC Wells Fargo & Co.	0.35%	16,721	$1.3M	Add +61.9%
AZN Astrazeneca PLC-Spons ADR	0.35%	19,119	$1.3M	Add +35.9%
UNH Unitedhealth Group Inc.	0.35%	4,269	$1.3M	Add +11.6%
RDY Dr. Reddy's Laboratories-ADR	0.35%	88,565	$1.3M	Add +37.1%
HD Home Depot Inc.	0.35%	3,630	$1.3M	Add +65.6%
PLTR Palantir Technologies Inc. Class A	0.34%	9,672	$1.3M	Add +65.5%
ABT Abbott Laboratories	0.34%	9,494	$1.3M	Add +63.9%
MRSH Marsh & McLennan Cos	0.33%	5,858	$1.3M	Add +20.1%
BABA Alibaba Group Holding-SP ADR	0.30%	10,304	$1.2M	Add +54.7%
SO The Southern Co.	0.30%	12,440	$1.1M	Add +21.3%
COR Cencora Inc.	0.29%	3,758	$1.1M	Add +20.1%
AZO AutoZone Inc.	0.28%	292	$1.1M	Add +220.9%
MU Micron Technology Inc.	0.28%	8,596	$1.1M	Add +200.1%
CRM Salesforce Inc.	0.28%	3,876	$1.1M	Add +37.6%
VRTX Vertex Pharmaceuticals Inc.	0.27%	2,363	$1.1M	Add +75.3%
RTX RTX Corp.	0.27%	7,199	$1.1M	Add +39.5%
ED Consolidated Edison Inc.	0.27%	10,377	$1.0M	Add +12.2%
CB Chubb Ltd.	0.27%	3,546	$1.0M	Add +16.9%
GE General Electric filed as GE AEROSPACE	0.27%	3,971	$1.0M	Add +95.6%
DUK Duke Energy Corp.	0.26%	8,313	$981K	Add +25.3%
NOW ServiceNow Inc.	0.25%	946	$973K	Add +32.1%
LGO Largo Inc.	0.25%	5,572,637	$955K	No change
KB KB Financial Group Inc.-ADR filed as KB FINL GROUP INC	0.25%	11,486	$949K	Add +20.7%
QCOM Qualcomm Inc.	0.25%	5,924	$943K	Add +115.4%
WCN Waste Connections Inc.	0.25%	5,045	$942K	Add +23.1%
SHOP Shopify Inc. Class A	0.24%	8,082	$932K	Add +272.1%
BKNG Booking Holdings Inc.	0.24%	161	$932K	Add +75.0%
RY Royal Bank of Canada	0.24%	6,947	$914K	Add +33.4%
MUFG Mitsubishi Ufj Finl-Spon ADR	0.24%	65,742	$902K	Add +252.5%
GS Goldman Sachs Group Inc.	0.23%	1,261	$892K	Add +117.0%
SONY Sony Group Corp. - SP ADR	0.23%	33,843	$881K	Add +26.6%
PGR Progressive Corp.	0.23%	3,284	$876K	Add +90.2%
WF Woori Financial-Spon ADR	0.23%	17,614	$876K	Add +42.9%
TRI Thomson Reuters Corp.	0.22%	4,260	$857K	Add +2.9%
LRCX Lam Research Corp.	0.22%	8,791	$856K	Add +63.7%
ANET Arista Networks Inc.	0.22%	8,288	$848K	New
C Citigroup Inc.	0.22%	9,941	$846K	Add +41.8%
CAT Caterpillar Inc.	0.22%	2,162	$839K	Add +30.1%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.22%	6,769	$836K	Add +61.4%
CME Cme Group Inc.	0.22%	3,025	$834K	Add +41.2%
UL Unilever PLC	0.22%	13,520	$827K	Add +43.6%
HON Honeywell International Inc.	0.21%	3,478	$810K	Add +57.7%

Show all 368 holdings

Portfolio Sells Q1 2025 → Q2 2025


IAU iShares Gold Trust	Reduce -7.2%	7.45%	−3.50
PEP Pepsico Inc.	Reduce -49.9%	0.14%	−0.32
TSN Tyson Foods Inc. Class A	Sold out	0.00%	−0.16
REGN Regeneron Pharmaceuticals	Reduce -14.1%	0.13%	−0.14
CHT Chunghwa Telecom LT-Spon ADR	Reduce -0.3%	0.58%	−0.13
ROP Roper Technologies Inc.	Reduce -2.9%	0.21%	−0.11
LYB Lyondellbasell Indu Class A	Sold out	0.00%	−0.10
CARR Carrier Global Corp.	Sold out	0.00%	−0.08
NOC Northrop Grumman Corp.	Reduce -4.8%	0.15%	−0.08
LMT Lockheed Martin Corp.	Reduce -18.4%	0.11%	−0.08
CMS CMS Energy Corp.	Sold out	0.00%	−0.08
KEYS Keysight Technologies Inc.	Sold out	0.00%	−0.08
HSY The Hershey Co.	Reduce -8.8%	0.12%	−0.08
NKE Nike Inc. Class B	Sold out	0.00%	−0.08
SJM The JM Smucker Co.	Sold out	0.00%	−0.08
PSX Phillips 66	Sold out	0.00%	−0.08
EOG EOG Resources Inc.	Reduce -27.8%	0.06%	−0.07
CHD Church & Dwight Co. Inc.	Reduce -2.7%	0.10%	−0.07
CJPRY Central Japan Rai-Unspon ADR	Sold out	0.00%	−0.07
WDS Woodside Energy Group-ADR	Sold out	0.00%	−0.06
WEC WEC Energy Group Inc.	Reduce -0.0%	0.11%	−0.06
FANG Diamondback Energy Inc.	Reduce -14.4%	0.05%	−0.05
KMB Kimberly-Clark Corp.	Reduce -6.8%	0.07%	−0.05
PHI PLDT Inc.-Spon ADR	Reduce -16.9%	0.07%	−0.05
UBS UBS Group AG-Reg	Reduce -28.6%	0.06%	−0.05
YUM Yum! Brands Inc.	Reduce -0.1%	0.09%	−0.05
CSANY Cosan SA -ADR	Sold out	0.00%	−0.04
KDP Keurig Dr Pepper Inc.	Reduce -4.3%	0.08%	−0.04
GIB Cgi Inc.	Reduce -7.4%	0.05%	−0.03
HLN Haleon PLC-ADR	Reduce -6.9%	0.04%	−0.02

Portfolio Buys Q1 2025 → Q2 2025


NVDA Nvidia Corp.	Add +180.3%	4.46%	+2.89
MSFT Microsoft Corp.	Add +48.7%	4.29%	+1.15
META Meta Platforms Inc. Class A	Add +126.5%	1.85%	+0.93
AVGO Broadcom Inc.	Add +93.3%	1.36%	+0.74
TSM Taiwan Semiconductor-SP ADR	Add +57.2%	1.73%	+0.57
NFLX Netflix Inc.	Add +265.2%	0.77%	+0.56
LLY Eli Lilly & Co.	Add +193.4%	0.89%	+0.43
GOOGL Alphabet Inc. Class A	Add +52.8%	2.18%	+0.37
AMZN Amazon.com Inc.	Add +47.7%	2.45%	+0.37
COST Costco Wholesale Corp.	Add +260.9%	0.60%	+0.37
SAP Sap SE-Sponsored ADR	Add +238.9%	0.55%	+0.34
TSLA Tesla Inc.	Add +54.3%	1.14%	+0.27
JPM JPMorgan Chase & Co.	Add +53.4%	1.15%	+0.23
ANET Arista Networks Inc.	New	0.22%	+0.22
MU Micron Technology Inc.	Add +200.1%	0.28%	+0.18
GEV GE Vernova Inc.	New	0.17%	+0.17
SHOP Shopify Inc. Class A	Add +272.1%	0.24%	+0.17
PLTR Palantir Technologies Inc. Class A	Add +65.5%	0.34%	+0.16
COF Capital One Financial Corp.	New	0.16%	+0.16
AZO AutoZone Inc.	Add +220.9%	0.28%	+0.15
VST Vistra Corp.	New	0.15%	+0.15
MUFG Mitsubishi Ufj Finl-Spon ADR	Add +252.5%	0.24%	+0.14
BBVA Banco Bilbao Vizcaya-SP ADR	New	0.14%	+0.14
NXPI NXP Semiconductors NV	New	0.14%	+0.14
FICO Fair Isaac Corp.	New	0.13%	+0.13
GOOG Alphabet Inc. Class C	New	0.13%	+0.13
AWK American Water Works Co. Inc.	New	0.13%	+0.13
TT Trane Technologies PLC	New	0.12%	+0.12
MSI Motorola Solutions Inc.	Add +120.4%	0.37%	+0.12
NET Cloudflare Inc. Class A	New	0.12%	+0.12
GE General Electric	Add +95.6%	0.27%	+0.11
RACE Ferrari NV	New	0.11%	+0.11
GS Goldman Sachs Group Inc.	Add +117.0%	0.23%	+0.11
PH Parker Hannifin Corp.	New	0.11%	+0.11
MPC Marathon Petroleum Corp.	New	0.11%	+0.11
XOM Exxon Mobil Corp.	Add +87.9%	0.71%	+0.11
HSBC HSBC Holdings PLC-Spons ADR	Add +94.6%	0.36%	+0.11
SKM SK Telecom Co. Ltd.-Spon ADR	New	0.11%	+0.11
DASH DoorDash Inc. Class A	New	0.11%	+0.11
GRMN Garmin Ltd.	New	0.11%	+0.11
ORCL Oracle Corp.	Add +26.2%	0.39%	+0.11
RSG Republic Services Inc.	Add +78.5%	0.51%	+0.10
MA Mastercard Inc. Class A	Add +64.9%	0.71%	+0.10
MSTR Strategy Inc.	New	0.10%	+0.10
RCL Royal Caribbean Cruises Ltd.	New	0.10%	+0.10
STM Stmicroelectronics NV-NY SHS	New	0.10%	+0.10
DB Deutsche Bank AG-Registered	New	0.10%	+0.10
ADI Analog Devices Inc.	New	0.10%	+0.10
B Barrick Mining Corp.	New	0.10%	+0.10
HDB HDFC Bank Ltd.-ADR	Add +53.7%	0.51%	+0.10

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