West Family Investments, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), West Family Investments, Inc. reported 378 stock positions worth $447.8 million. Its top holding was iShares Gold Trust (IAU) at 7.4% of the portfolio, followed by Nvidia (NVDA, 4.6%) and Apple (AAPL, 4.0%). Compared with Q2 2025, it opened 30 new positions, sold out of 20, added to 241 and reduced 51. The biggest buy was Eqt (EQT, shares +0%) and the biggest sale Netflix (NFLX, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- CARLSBAD, CA
- CIK
- 0001568303
- Portfolio Value
- $447.8M (Q3 2025)
- SEC Filing
- 0001568303-25-000008 ↗ filed Nov 12, 2025
Holdings Value
Holdings 378 stocks · $447.8M
| IAU iShares Gold Trust | 7.44% | 455,786 | $33.3M | Reduce 0.0% |
| NVDA Nvidia Corp. | 4.65% | 111,533 | $20.8M | Add +3.0% |
| AAPL Apple Inc. | 3.98% | 69,921 | $17.8M | Add +1.7% |
| MSFT Microsoft Corp. | 3.92% | 33,861 | $17.5M | Add +2.5% |
| TLT iShares 20+ Year Treasury BD | 3.08% | 122,410 | $13.8M | No change |
| SCHP Schwab U.S. Tips ETF | 3.06% | 486,068 | $13.7M | Add +1.3% |
| GOOGL Alphabet Inc. Class A | 2.62% | 48,211 | $11.7M | Add +1.5% |
| AMZN Amazon.com Inc. | 2.15% | 43,836 | $9.6M | Add +2.6% |
| TSM Taiwan Semiconductor-SP ADR | 1.88% | 30,078 | $8.4M | Add +2.7% |
| MBB iShares MBS ETF | 1.72% | 80,697 | $7.7M | No change |
| META Meta Platforms Inc. Class A | 1.61% | 9,809 | $7.2M | Add +2.3% |
| LGO Largo Inc. | 1.46% | 4,371,571 | $6.6M | Reduce -21.6% |
| AVGO Broadcom Inc. | 1.46% | 19,835 | $6.5M | Add +4.7% |
| TSLA Tesla Inc. | 1.40% | 14,142 | $6.3M | Add +3.0% |
| EQT Eqt Corp. | 1.29% | 106,510 | $5.8M | Add +0.1% |
| EXE Expand Energy Corp. | 1.19% | 50,000 | $5.3M | No change |
| JPM JPMorgan Chase & Co. | 1.08% | 15,288 | $4.8M | Add +0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.88% | 7,795 | $3.9M | Add +0.1% |
| GDXJ Vaneck Junior Gold Miners | 0.76% | 34,500 | $3.4M | No change |
| LLY Eli Lilly & Co. | 0.75% | 4,421 | $3.4M | Add +0.6% |
| WMT Walmart Inc. | 0.75% | 32,528 | $3.4M | Reduce -1.1% |
| V Visa Inc. Class A | 0.67% | 8,844 | $3.0M | Add +0.6% |
| HTFL Heartflow Inc. | 0.66% | 87,773 | $3.0M | New |
| XOM Exxon Mobil Corp. | 0.65% | 25,938 | $2.9M | Add +2.5% |
| MA Mastercard Inc. Class A | 0.62% | 4,908 | $2.8M | Add +0.9% |
| VT Vanguard Tot World STK ETF | 0.62% | 19,288 | $2.8M | Reduce -0.0% |
| JNJ Johnson & Johnson | 0.61% | 14,803 | $2.7M | Add +14.4% |
| NFLX Netflix Inc. | 0.58% | 2,151 | $2.6M | Reduce -2.3% |
| PG The Procter & Gamble Co. | 0.54% | 15,643 | $2.4M | Add +1.4% |
| ABBV Abbvie Inc. | 0.52% | 10,050 | $2.3M | Add +0.9% |
| CRSP Crispr Therapeutics AG | 0.51% | 35,500 | $2.3M | No change |
| CSCO Cisco Systems Inc. | 0.50% | 32,640 | $2.2M | Add +1.3% |
| COST Costco Wholesale Corp. | 0.49% | 2,356 | $2.2M | Add +2.2% |
| CHT Chunghwa Telecom LT-Spon ADR | 0.47% | 48,077 | $2.1M | Add +0.4% |
| ORCL Oracle Corp. | 0.46% | 7,375 | $2.1M | Add +7.7% |
| MCD McDonald's Corp. | 0.44% | 6,527 | $2.0M | Add +2.6% |
| ASML ASML Holding NV-NY Reg SHS | 0.42% | 1,960 | $1.9M | Add +1.1% |
| BABA Alibaba Group Holding-SP ADR | 0.42% | 10,441 | $1.9M | Add +1.3% |
| CVS CVS Health Corp. | 0.42% | 24,664 | $1.9M | No change |
| PLTR Palantir Technologies Inc. Class A | 0.41% | 10,096 | $1.8M | Add +4.4% |
| SHEL Shell PLC-ADR | 0.40% | 24,921 | $1.8M | Add +2.1% |
| KO The Coca-Cola Co. | 0.40% | 26,670 | $1.8M | Add +6.8% |
| WM Waste Management Inc. | 0.39% | 8,003 | $1.8M | Add +1.3% |
| HDB HDFC Bank Ltd.-ADR | 0.39% | 51,418 | $1.8M | Add +0.8% |
| SAP Sap SE-Sponsored ADR | 0.39% | 6,516 | $1.7M | Reduce -5.5% |
| APH Amphenol Corp. Class A | 0.38% | 13,871 | $1.7M | Add +1.1% |
| RSG Republic Services Inc. | 0.38% | 7,470 | $1.7M | Reduce -5.5% |
| NVS Novartis AG-Sponsored ADR | 0.37% | 12,920 | $1.7M | Add +1.2% |
| IBN Icici Bank Ltd.-Spon ADR | 0.37% | 54,572 | $1.6M | Add +1.4% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.37% | 23,057 | $1.6M | Add +0.9% |
| CVX Chevron Corp. | 0.36% | 10,345 | $1.6M | Add +10.4% |
| VZ Verizon Communications Inc. | 0.36% | 36,319 | $1.6M | Add +0.4% |
| MCK McKesson Corp. | 0.35% | 2,042 | $1.6M | Add +5.0% |
| HD Home Depot Inc. | 0.35% | 3,880 | $1.6M | Add +6.9% |
| MSI Motorola Solutions Inc. | 0.35% | 3,414 | $1.6M | Add +1.2% |
| MRK Merck & Co. Inc. | 0.34% | 17,886 | $1.5M | Reduce -9.7% |
| AZN Astrazeneca PLC-Spons ADR | 0.33% | 19,351 | $1.5M | Add +1.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.33% | 28,735 | $1.5M | Add +1.1% |
| TMUS T-Mobile US Inc. | 0.33% | 6,178 | $1.5M | Add +0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.33% | 5,211 | $1.5M | Add +0.5% |
| WIT Wipro Ltd.-ADR | 0.32% | 540,951 | $1.4M | Add +1.5% |
| ABT Abbott Laboratories | 0.32% | 10,582 | $1.4M | Add +11.5% |
| LIN Linde PLC | 0.31% | 2,940 | $1.4M | Add +1.1% |
| KR Kroger Co. | 0.31% | 20,481 | $1.4M | Add +1.4% |
| INFY Infosys Ltd.-SP ADR | 0.31% | 84,488 | $1.4M | Add +10.0% |
| GILD Gilead Sciences Inc. | 0.31% | 12,362 | $1.4M | Add +1.4% |
| WFC Wells Fargo & Co. | 0.30% | 16,279 | $1.4M | Reduce -2.6% |
| T AT&T Inc. | 0.30% | 47,702 | $1.3M | Add +0.8% |
| PM Philip Morris International | 0.30% | 8,214 | $1.3M | Add +0.7% |
| UMC United Microelectron-SP ADR | 0.29% | 173,246 | $1.3M | Reduce -7.7% |
| RDY Dr. Reddy's Laboratories-ADR | 0.29% | 92,821 | $1.3M | Add +4.8% |
| COR Cencora Inc. | 0.28% | 4,065 | $1.3M | Add +8.2% |
| GE General Electric filed as GE AEROSPACE | 0.28% | 4,199 | $1.3M | Add +5.7% |
| AZO AutoZone Inc. | 0.28% | 294 | $1.3M | Add +0.7% |
| UNH Unitedhealth Group Inc. | 0.28% | 3,628 | $1.3M | Reduce -15.0% |
| MU Micron Technology Inc. | 0.27% | 7,350 | $1.2M | Reduce -14.5% |
| ANET Arista Networks Inc. | 0.27% | 8,364 | $1.2M | Add +0.9% |
| RTX RTX Corp. | 0.27% | 7,272 | $1.2M | Add +1.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.27% | 21,712 | $1.2M | Add +1.6% |
| SO The Southern Co. | 0.27% | 12,709 | $1.2M | Add +2.2% |
| DUK Duke Energy Corp. | 0.27% | 9,668 | $1.2M | Add +16.3% |
| SHOP Shopify Inc. Class A | 0.26% | 7,953 | $1.2M | Reduce -1.6% |
| MRSH Marsh & McLennan Cos | 0.26% | 5,834 | $1.2M | Reduce -0.4% |
| PEP Pepsico Inc. | 0.26% | 8,304 | $1.2M | Add +102.2% |
| CAT Caterpillar Inc. | 0.25% | 2,365 | $1.1M | Add +9.4% |
| ORLY O'reilly Automotive Inc. | 0.24% | 9,777 | $1.1M | Add +10.5% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.23% | 65,742 | $1.0M | No change |
| ED Consolidated Edison Inc. | 0.23% | 10,343 | $1.0M | Reduce -0.3% |
| RY Royal Bank of Canada | 0.23% | 7,034 | $1.0M | Add +1.3% |
| NOW ServiceNow Inc. | 0.23% | 1,119 | $1.0M | Add +18.3% |
| GS Goldman Sachs Group Inc. | 0.23% | 1,283 | $1.0M | Add +1.7% |
| C Citigroup Inc. | 0.23% | 10,017 | $1.0M | Add +0.8% |
| PGR Progressive Corp. | 0.23% | 4,090 | $1.0M | Add +24.5% |
| WF Woori Financial-Spon ADR | 0.22% | 17,792 | $999K | Add +1.0% |
| AMD Advanced Micro Devices | 0.22% | 6,147 | $995K | Add +13.4% |
| CRM Salesforce Inc. | 0.22% | 4,163 | $987K | Add +7.4% |
| SONY Sony Group Corp. - SP ADR | 0.22% | 34,228 | $985K | Add +1.1% |
| KB KB Financial Group Inc.-ADR filed as KB FINL GROUP INC | 0.22% | 11,674 | $968K | Add +1.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.21% | 6,507 | $941K | Reduce -3.9% |
| CB Chubb Ltd. | 0.21% | 3,292 | $929K | Reduce -7.2% |
Portfolio Sells Q2 2025 → Q3 2025
| NFLX Netflix Inc. | Reduce -2.3% | 0.58% | −0.19 |
| SAP Sap SE-Sponsored ADR | Reduce -5.5% | 0.39% | −0.16 |
| RSG Republic Services Inc. | Reduce -5.5% | 0.38% | −0.13 |
| LRCX Lam Research Corp. | Reduce -57.8% | 0.10% | −0.12 |
| WMT Walmart Inc. | Reduce -1.1% | 0.75% | −0.09 |
| CNI Canadian Natl Railway Co. | Sold out | 0.00% | −0.08 |
| GDDY GoDaddy Inc. Class A | Sold out | 0.00% | −0.08 |
| UMC United Microelectron-SP ADR | Reduce -7.7% | 0.29% | −0.08 |
| KDP Keurig Dr Pepper Inc. | Sold out | 0.00% | −0.08 |
| FISV Fiserv Inc. | Reduce -22.4% | 0.07% | −0.07 |
| MRK Merck & Co. Inc. | Reduce -9.7% | 0.34% | −0.07 |
| MDLZ Mondelez International Inc. Class A | Reduce -28.2% | 0.10% | −0.07 |
| MRSH Marsh & McLennan Cos | Reduce -0.4% | 0.26% | −0.07 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -1.7% | 0.20% | −0.07 |
| ROP Roper Technologies Inc. | Reduce -12.9% | 0.13% | −0.07 |
| CNC Centene Corp. | Sold out | 0.00% | −0.07 |
| UNH Unitedhealth Group Inc. | Reduce -15.0% | 0.28% | −0.07 |
| TW Tradeweb Markets Inc. Class A | Sold out | 0.00% | −0.07 |
| ACGL Arch Capital Group Ltd. | Sold out | 0.00% | −0.07 |
| CMCSA Comcast Corp. Class A | Reduce -22.6% | 0.09% | −0.07 |
| MKL Markel Group Inc. | Sold out | 0.00% | −0.06 |
| HRL Hormel Foods Corp. | Sold out | 0.00% | −0.06 |
| BMY Bristol-Myers Squibb Co. | Reduce -37.4% | 0.07% | −0.06 |
| CB Chubb Ltd. | Reduce -7.2% | 0.21% | −0.06 |
| JNPR Juniper Networks Inc. | Sold out | 0.00% | −0.06 |
| ODFL Old Dominion Freight Line | Sold out | 0.00% | −0.06 |
| AMED Amedisys Inc. | Sold out | 0.00% | −0.06 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.06 |
| AMP Ameriprise Financial Inc. | Sold out | 0.00% | −0.06 |
| QCOM Qualcomm Inc. | Reduce -13.9% | 0.19% | −0.06 |
| MNDY Monday.com Ltd. | Sold out | 0.00% | −0.06 |
| VT Vanguard Tot World STK ETF | Reduce -0.0% | 0.62% | −0.06 |
| MKC McCormick & Co.-Non VTG SHRS | Sold out | 0.00% | −0.05 |
| ANSS Ansys Inc. | Sold out | 0.00% | −0.05 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.05 |
| JD Jd.com Inc.-ADR | Sold out | 0.00% | −0.05 |
| FICO Fair Isaac Corp. | Reduce -12.9% | 0.08% | −0.05 |
| WFC Wells Fargo & Co. | Reduce -2.6% | 0.30% | −0.04 |
| CI The Cigna Group | Reduce -7.2% | 0.09% | −0.04 |
| MELI MercadoLibre Inc. | Reduce -1.2% | 0.13% | −0.04 |
| CL Colgate-Palmolive Co. | Reduce -12.4% | 0.08% | −0.04 |
| ED Consolidated Edison Inc. | Reduce -0.3% | 0.23% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -32.9% | 0.09% | −0.04 |
| VST Vistra Corp. | Reduce -14.3% | 0.11% | −0.04 |
| COP Conocophillips | Reduce -18.7% | 0.10% | −0.04 |
| GIS General Mills Inc. | Reduce -30.9% | 0.05% | −0.04 |
| AJG Arthur J Gallagher & Co. | Reduce -12.8% | 0.09% | −0.03 |
| NXPI NXP Semiconductors NV | Reduce -13.6% | 0.11% | −0.03 |
| FTNT Fortinet Inc. | Reduce -11.9% | 0.05% | −0.03 |
| VALE Vale SA-SP ADR | Reduce -49.1% | 0.02% | −0.03 |
Portfolio Buys Q2 2025 → Q3 2025
| EQT Eqt Corp. | Add +0.1% | 1.29% | +1.24 |
| HTFL Heartflow Inc. | New | 0.66% | +0.66 |
| GOOGL Alphabet Inc. Class A | Add +1.5% | 2.62% | +0.43 |
| AAPL Apple Inc. | Add +1.7% | 3.98% | +0.29 |
| TSLA Tesla Inc. | Add +3.0% | 1.40% | +0.27 |
| NVDA Nvidia Corp. | Add +3.0% | 4.65% | +0.18 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.7% | 1.88% | +0.15 |
| PEP Pepsico Inc. | Add +102.2% | 0.26% | +0.12 |
| BABA Alibaba Group Holding-SP ADR | Add +1.3% | 0.42% | +0.11 |
| HOOD Robinhood Markets Inc. Class A | New | 0.10% | +0.10 |
| AVGO Broadcom Inc. | Add +4.7% | 1.46% | +0.10 |
| JNJ Johnson & Johnson | Add +14.4% | 0.61% | +0.10 |
| ELV Elevance Health Inc. | New | 0.09% | +0.09 |
| ORCL Oracle Corp. | Add +7.7% | 0.46% | +0.07 |
| NKE Nike Inc. Class B | New | 0.07% | +0.07 |
| PLTR Palantir Technologies Inc. Class A | Add +4.4% | 0.41% | +0.07 |
| TEL Te Connectivity PLC | New | 0.06% | +0.06 |
| IDXX Idexx Laboratories Inc. | New | 0.05% | +0.05 |
| WDC Western Digital Corp. | New | 0.05% | +0.05 |
| ZM Zoom Communications Inc. | New | 0.05% | +0.05 |
| RCI Rogers Communications Inc. Class B | New | 0.05% | +0.05 |
| HOLX Hologic Inc. | New | 0.05% | +0.05 |
| ANET Arista Networks Inc. | Add +0.9% | 0.27% | +0.05 |
| ROST Ross Stores Inc. | New | 0.05% | +0.05 |
| BIDU Baidu Inc. - Spon ADR | New | 0.05% | +0.05 |
| DHI D.R. Horton Inc. | New | 0.05% | +0.05 |
| GFI Gold Fields Ltd.-Spons ADR | New | 0.05% | +0.05 |
| HUM Humana Inc. | New | 0.05% | +0.05 |
| D Dominion Energy Inc. | New | 0.05% | +0.05 |
| CARR Carrier Global Corp. | New | 0.05% | +0.05 |
| ING ING Groep N.V.-Sponsored ADR | New | 0.05% | +0.05 |
| KEYS Keysight Technologies Inc. | New | 0.05% | +0.05 |
| WIX Wix.com Ltd. | New | 0.05% | +0.05 |
| ECHO Echostar Corp. Class A | New | 0.05% | +0.05 |
| ITW Illinois Tool Works | New | 0.05% | +0.05 |
| MGA Magna International Inc. | New | 0.05% | +0.05 |
| XYZ Block Inc. | New | 0.05% | +0.05 |
| UTHR United Therapeutics Corp. | New | 0.05% | +0.05 |
| MLM Martin Marietta Materials | New | 0.05% | +0.05 |
| PSX Phillips 66 | New | 0.05% | +0.05 |
| L Loews Corp. | New | 0.04% | +0.04 |
| GLW Corning Inc. | Add +13.6% | 0.12% | +0.04 |
| NIO Nio Inc. - ADR | Add +10.8% | 0.07% | +0.04 |
| SPG Simon Property Group Inc. | New | 0.04% | +0.04 |
| ABBV Abbvie Inc. | Add +0.9% | 0.52% | +0.04 |
| B Barrick Mining Corp. | Add +0.6% | 0.13% | +0.03 |
| CAT Caterpillar Inc. | Add +9.4% | 0.25% | +0.03 |
| KGC Kinross Gold Corp. | Add +17.1% | 0.08% | +0.03 |
| APH Amphenol Corp. Class A | Add +1.1% | 0.38% | +0.03 |
| RBLX Roblox Corp. Class A | Add +30.6% | 0.09% | +0.03 |
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 |