West Family Investments, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), West Family Investments, Inc. reported 351 stock positions worth $425.9 million. Its top holding was iShares Gold Trust (IAU) at 8.1% of the portfolio, followed by Nvidia (NVDA, 4.7%) and Apple (AAPL, 4.2%). Compared with Q3 2025, it opened 16 new positions, sold out of 43, added to 53 and reduced 168. The biggest buy was Schwab U.S. Tips ETF (SCHP, shares +11%) and the biggest sale Largo (LGO, shares −50%).
- Most Recent 13F
- Q2 2026
- Location
- CARLSBAD, CA
- CIK
- 0001568303
- Portfolio Value
- $425.9M (Q4 2025)
- SEC Filing
- 0001568303-26-000004 ↗ filed Feb 11, 2026
Holdings Value
Holdings 351 stocks · $425.9M
| IAU iShares Gold Trust | 8.08% | 422,171 | $34.4M | Reduce -7.4% |
| NVDA Nvidia Corp. | 4.70% | 107,374 | $20.0M | Reduce -3.7% |
| AAPL Apple Inc. | 4.17% | 65,355 | $17.8M | Reduce -6.5% |
| MSFT Microsoft Corp. | 3.60% | 31,687 | $15.3M | Reduce -6.4% |
| SCHP Schwab U.S. Tips ETF | 3.53% | 540,734 | $15.1M | Add +11.3% |
| TLT iShares 20+ Year Treasury BD | 3.51% | 133,337 | $14.9M | Add +8.9% |
| GOOGL Alphabet Inc. Class A | 3.28% | 44,644 | $14.0M | Reduce -7.4% |
| AMZN Amazon.com Inc. | 2.22% | 40,997 | $9.5M | Reduce -6.5% |
| TSM Taiwan Semiconductor-SP ADR | 2.03% | 28,455 | $8.6M | Reduce -5.4% |
| MBB iShares MBS ETF | 1.81% | 80,697 | $7.7M | No change |
| AVGO Broadcom Inc. | 1.57% | 19,374 | $6.7M | Reduce -2.3% |
| META Meta Platforms Inc. Class A | 1.43% | 9,207 | $6.1M | Reduce -6.1% |
| TSLA Tesla Inc. | 1.40% | 13,216 | $5.9M | Reduce -6.5% |
| EQT Eqt Corp. | 1.34% | 106,510 | $5.7M | No change |
| EXE Expand Energy Corp. | 1.30% | 50,000 | $5.5M | No change |
| LLY Eli Lilly & Co. | 1.12% | 4,439 | $4.8M | Add +0.4% |
| JPM JPMorgan Chase & Co. | 0.98% | 12,998 | $4.2M | Reduce -15.0% |
| GDXJ Vaneck Junior Gold Miners | 0.92% | 34,500 | $3.9M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.86% | 7,293 | $3.7M | Reduce -6.4% |
| WMT Walmart Inc. | 0.79% | 30,391 | $3.4M | Reduce -6.6% |
| V Visa Inc. Class A | 0.72% | 8,784 | $3.1M | Reduce -0.7% |
| XOM Exxon Mobil Corp. | 0.72% | 25,376 | $3.1M | Reduce -2.2% |
| JNJ Johnson & Johnson | 0.69% | 14,100 | $2.9M | Reduce -4.8% |
| MA Mastercard Inc. Class A | 0.65% | 4,866 | $2.8M | Reduce -0.9% |
| VT Vanguard Tot World STK ETF | 0.64% | 18,570 | $2.7M | Reduce -3.7% |
| HTFL Heartflow Inc. | 0.60% | 87,773 | $2.6M | No change |
| CSCO Cisco Systems Inc. | 0.55% | 30,228 | $2.3M | Reduce -7.4% |
| ABBV Abbvie Inc. | 0.49% | 9,085 | $2.1M | Reduce -9.6% |
| LGO Largo Inc. | 0.48% | 2,200,845 | $2.1M | Reduce -49.7% |
| CVS CVS Health Corp. | 0.45% | 24,318 | $1.9M | Reduce -1.4% |
| NFLX Netflix Inc. | 0.45% | 20,560 | $1.9M | Reduce -4.4% |
| COST Costco Wholesale Corp. | 0.45% | 2,225 | $1.9M | Reduce -5.6% |
| MU Micron Technology Inc. | 0.44% | 6,577 | $1.9M | Reduce -10.5% |
| ASML ASML Holding NV-NY Reg SHS | 0.44% | 1,749 | $1.9M | Reduce -10.8% |
| CRSP Crispr Therapeutics AG | 0.44% | 35,500 | $1.9M | No change |
| PLTR Palantir Technologies Inc. Class A | 0.43% | 10,230 | $1.8M | Add +1.3% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.43% | 23,057 | $1.8M | No change |
| HDB HDFC Bank Ltd.-ADR | 0.42% | 49,139 | $1.8M | Reduce -4.4% |
| AZN Astrazeneca PLC-Spons ADR | 0.42% | 19,351 | $1.8M | No change |
| NVS Novartis AG-Sponsored ADR | 0.41% | 12,722 | $1.8M | Reduce -1.5% |
| WM Waste Management Inc. | 0.41% | 7,917 | $1.7M | Reduce -1.1% |
| SAP Sap SE-Sponsored ADR | 0.41% | 7,126 | $1.7M | Add +9.4% |
| CHT Chunghwa Telecom LT-Spon ADR | 0.40% | 41,331 | $1.7M | Reduce -14.0% |
| RSG Republic Services Inc. | 0.40% | 8,059 | $1.7M | Add +7.9% |
| MCD McDonald's Corp. | 0.40% | 5,534 | $1.7M | Reduce -15.2% |
| PG The Procter & Gamble Co. | 0.38% | 11,337 | $1.6M | Reduce -27.5% |
| KO The Coca-Cola Co. | 0.38% | 23,112 | $1.6M | Reduce -13.3% |
| MRK Merck & Co. Inc. | 0.37% | 15,156 | $1.6M | Reduce -15.3% |
| MCK McKesson Corp. | 0.37% | 1,918 | $1.6M | Reduce -6.1% |
| IBN Icici Bank Ltd.-Spon ADR | 0.37% | 52,750 | $1.6M | Reduce -3.3% |
| APH Amphenol Corp. Class A | 0.36% | 11,483 | $1.6M | Reduce -17.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.36% | 5,159 | $1.5M | Reduce -1.0% |
| SHEL Shell PLC-ADR | 0.36% | 20,722 | $1.5M | Reduce -16.9% |
| GILD Gilead Sciences Inc. | 0.36% | 12,362 | $1.5M | No change |
| WFC Wells Fargo & Co. | 0.36% | 16,279 | $1.5M | No change |
| BABA Alibaba Group Holding-SP ADR | 0.35% | 10,267 | $1.5M | Reduce -1.7% |
| UNH Unitedhealth Group Inc. | 0.35% | 4,547 | $1.5M | Add +25.3% |
| CVX Chevron Corp. | 0.35% | 9,714 | $1.5M | Reduce -6.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.33% | 25,193 | $1.4M | Reduce -12.3% |
| AMD Advanced Micro Devices | 0.32% | 6,435 | $1.4M | Add +4.7% |
| GE General Electric filed as GE AEROSPACE | 0.32% | 4,419 | $1.4M | Add +5.2% |
| PM Philip Morris International | 0.31% | 8,156 | $1.3M | Reduce -0.7% |
| WIT Wipro Ltd.-ADR | 0.31% | 460,362 | $1.3M | Reduce -14.9% |
| SHOP Shopify Inc. Class A | 0.30% | 8,028 | $1.3M | Add +0.9% |
| COR Cencora Inc. | 0.30% | 3,823 | $1.3M | Reduce -6.0% |
| CAT Caterpillar Inc. | 0.30% | 2,227 | $1.3M | Reduce -5.8% |
| KR Kroger Co. | 0.30% | 20,292 | $1.3M | Reduce -0.9% |
| MSI Motorola Solutions Inc. | 0.30% | 3,306 | $1.3M | Reduce -3.2% |
| GS Goldman Sachs Group Inc. | 0.29% | 1,420 | $1.2M | Add +10.7% |
| UMC United Microelectron-SP ADR | 0.28% | 152,579 | $1.2M | Reduce -11.9% |
| RY Royal Bank of Canada | 0.28% | 7,034 | $1.2M | No change |
| ABT Abbott Laboratories | 0.27% | 9,012 | $1.1M | Reduce -14.8% |
| RTX RTX Corp. | 0.26% | 6,116 | $1.1M | Reduce -15.9% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.26% | 69,674 | $1.1M | Add +6.0% |
| INFY Infosys Ltd.-SP ADR | 0.26% | 61,929 | $1.1M | Reduce -26.7% |
| ANET Arista Networks Inc. | 0.26% | 8,364 | $1.1M | No change |
| RDY Dr. Reddy's Laboratories-ADR | 0.25% | 77,253 | $1.1M | Reduce -16.8% |
| VRTX Vertex Pharmaceuticals Inc. | 0.25% | 2,328 | $1.1M | Add +0.2% |
| LRCX Lam Research Corp. | 0.25% | 6,156 | $1.1M | Add +66.1% |
| WF Woori Financial-Spon ADR | 0.25% | 17,770 | $1.0M | Reduce -0.1% |
| VZ Verizon Communications Inc. | 0.24% | 25,209 | $1.0M | Reduce -30.6% |
| TMUS T-Mobile US Inc. | 0.24% | 4,958 | $1.0M | Reduce -19.8% |
| DUK Duke Energy Corp. | 0.24% | 8,566 | $1.0M | Reduce -11.4% |
| LIN Linde PLC | 0.24% | 2,349 | $1.0M | Reduce -20.1% |
| MS Morgan Stanley | 0.23% | 5,638 | $1.0M | Reduce -17.1% |
| T AT&T Inc. | 0.23% | 39,440 | $980K | Reduce -17.3% |
| ORCL Oracle Corp. | 0.23% | 4,957 | $966K | Reduce -32.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.22% | 18,671 | $950K | Reduce -14.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.22% | 6,177 | $949K | Reduce -5.1% |
| KB KB Financial Group Inc.-ADR filed as KB FINL GROUP INC | 0.22% | 10,815 | $931K | Reduce -7.4% |
| SO The Southern Co. | 0.21% | 10,470 | $913K | Reduce -17.6% |
| CBOE Cboe Global Markets Inc. | 0.21% | 3,632 | $912K | Add +6.7% |
| ED Consolidated Edison Inc. | 0.21% | 8,994 | $893K | Reduce -13.0% |
| ORLY O'reilly Automotive Inc. | 0.21% | 9,768 | $891K | Reduce -0.1% |
| AZO AutoZone Inc. | 0.21% | 262 | $889K | Reduce -10.9% |
| BBVA Banco Bilbao Vizcaya-SP ADR | 0.21% | 38,085 | $888K | Add +9.1% |
| WCN Waste Connections Inc. | 0.21% | 5,059 | $887K | Reduce -1.8% |
| HD Home Depot Inc. | 0.21% | 2,576 | $886K | Reduce -33.6% |
| BKNG Booking Holdings Inc. | 0.21% | 164 | $878K | Reduce -0.6% |
| SONY Sony Group Corp. - SP ADR | 0.21% | 34,228 | $876K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| LGO Largo Inc. | Reduce -49.7% | 0.48% | −0.98 |
| MSFT Microsoft Corp. | Reduce -6.4% | 3.60% | −0.32 |
| ORCL Oracle Corp. | Reduce -32.8% | 0.23% | −0.24 |
| META Meta Platforms Inc. Class A | Reduce -6.1% | 1.43% | −0.18 |
| PG The Procter & Gamble Co. | Reduce -27.5% | 0.38% | −0.16 |
| HD Home Depot Inc. | Reduce -33.6% | 0.21% | −0.14 |
| NFLX Netflix Inc. | Reduce -4.4% | 0.45% | −0.12 |
| K Kellanova | Sold out | 0.00% | −0.12 |
| VZ Verizon Communications Inc. | Reduce -30.6% | 0.24% | −0.12 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.10 |
| TMUS T-Mobile US Inc. | Reduce -19.8% | 0.24% | −0.09 |
| JPM JPMorgan Chase & Co. | Reduce -15.0% | 0.98% | −0.09 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.09 |
| PEP Pepsico Inc. | Reduce -38.4% | 0.17% | −0.09 |
| STM Stmicroelectronics NV-NY SHS | Sold out | 0.00% | −0.08 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.08 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −0.08 |
| LIN Linde PLC | Reduce -20.1% | 0.24% | −0.08 |
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −0.08 |
| P Everpure Inc. Class A | Sold out | 0.00% | −0.08 |
| GIB Cgi Inc. | Sold out | 0.00% | −0.08 |
| AZO AutoZone Inc. | Reduce -10.9% | 0.21% | −0.07 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.07 |
| CP Canadian Pacific Kansas City | Sold out | 0.00% | −0.07 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.07 |
| NOW ServiceNow Inc. | Reduce -21.4% | 0.16% | −0.07 |
| T AT&T Inc. | Reduce -17.3% | 0.23% | −0.07 |
| TAK Takeda Pharmaceutic-SP ADR | Reduce -60.4% | 0.05% | −0.07 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.07 |
| ACN Accenture PLC Class A | Reduce -53.9% | 0.07% | −0.07 |
| O Realty Income Corp. | Sold out | 0.00% | −0.07 |
| VICI Vici Properties Inc. | Sold out | 0.00% | −0.07 |
| RELX Relx PLC - Spon ADR | Sold out | 0.00% | −0.06 |
| CHT Chunghwa Telecom LT-Spon ADR | Reduce -14.0% | 0.40% | −0.06 |
| BABA Alibaba Group Holding-SP ADR | Reduce -1.7% | 0.35% | −0.06 |
| ALL Allstate Corp. | Sold out | 0.00% | −0.06 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.06 |
| HON Honeywell International Inc. | Reduce -36.2% | 0.10% | −0.06 |
| FWONA Liberty Media Corp. Class A | Sold out | 0.00% | −0.06 |
| TYL Tyler Technologies Inc. | Sold out | 0.00% | −0.06 |
| MRSH Marsh & McLennan Cos | Reduce -19.8% | 0.20% | −0.06 |
| ADP Automatic Data Processing | Reduce -35.3% | 0.09% | −0.06 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −0.06 |
| DLR Digital Realty Trust Inc. | Sold out | 0.00% | −0.06 |
| AXON Axon Enterprise Inc. | Sold out | 0.00% | −0.06 |
| PGR Progressive Corp. | Reduce -22.8% | 0.17% | −0.06 |
| VEEV Veeva Systems Inc. Class A | Sold out | 0.00% | −0.06 |
| SO The Southern Co. | Reduce -17.6% | 0.21% | −0.05 |
| ABT Abbott Laboratories | Reduce -14.8% | 0.27% | −0.05 |
| MSI Motorola Solutions Inc. | Reduce -3.2% | 0.30% | −0.05 |
Portfolio Buys Q3 2025 → Q4 2025
| SCHP Schwab U.S. Tips ETF | Add +11.3% | 3.53% | +0.48 |
| TLT iShares 20+ Year Treasury BD | Add +8.9% | 3.51% | +0.42 |
| LLY Eli Lilly & Co. | Add +0.4% | 1.12% | +0.37 |
| LRCX Lam Research Corp. | Add +66.1% | 0.25% | +0.15 |
| CAM AB California Inter Muni ETF | New | 0.14% | +0.14 |
| AMD Advanced Micro Devices | Add +4.7% | 0.32% | +0.10 |
| UNH Unitedhealth Group Inc. | Add +25.3% | 0.35% | +0.07 |
| TMO Thermo Fisher Scientific Inc. | Add +46.2% | 0.16% | +0.07 |
| CAG Conagra Brands Inc. | New | 0.07% | +0.07 |
| FLO Flowers Foods Inc. | New | 0.07% | +0.07 |
| GS Goldman Sachs Group Inc. | Add +10.7% | 0.29% | +0.06 |
| CNI Canadian Natl Railway Co. | New | 0.06% | +0.06 |
| BBVA Banco Bilbao Vizcaya-SP ADR | Add +9.1% | 0.21% | +0.06 |
| LPLA LPL Financial Holdings Inc. | New | 0.06% | +0.06 |
| SCCO Southern Copper Corp. | New | 0.05% | +0.05 |
| NWG Natwest Group PLC -Spon ADR | New | 0.05% | +0.05 |
| SMFG Sumitomo Mitsui-Spons ADR | Add +30.3% | 0.14% | +0.05 |
| PUK Prudential PLC-ADR | New | 0.05% | +0.05 |
| AME Ametek Inc. | New | 0.05% | +0.05 |
| CHRW C.H. Robinson Worldwide Inc. | New | 0.05% | +0.05 |
| ODFL Old Dominion Freight Line | New | 0.05% | +0.05 |
| CVNA Carvana Co. | New | 0.05% | +0.05 |
| PWR Quanta Services Inc. | New | 0.05% | +0.05 |
| ESLT Elbit Systems Ltd. | Add +14.2% | 0.18% | +0.05 |
| VRTX Vertex Pharmaceuticals Inc. | Add +0.2% | 0.25% | +0.04 |
| WDC Western Digital Corp. | Add +20.6% | 0.10% | +0.04 |
| COLD Americold Realty Trust Inc. | New | 0.04% | +0.04 |
| SHOP Shopify Inc. Class A | Add +0.9% | 0.30% | +0.04 |
| BCS Barclays PLC-Spons ADR | Add +17.0% | 0.11% | +0.04 |
| GE General Electric | Add +5.2% | 0.32% | +0.04 |
| GIS General Mills Inc. | Add +79.3% | 0.09% | +0.04 |
| SAN Banco Santander SA-Spon ADR | Add +11.9% | 0.15% | +0.04 |
| MFG Mizuho Financial Group-ADR | Add +10.3% | 0.17% | +0.04 |
| FICO Fair Isaac Corp. | Add +18.5% | 0.11% | +0.03 |
| STX Seagate Technology Holdings | Add +17.1% | 0.11% | +0.03 |
| MNST Monster Beverage Corp. | Add +8.5% | 0.14% | +0.03 |
| ELPC Cia Paranaense DE Ener-ADR | New | 0.03% | +0.03 |
| PLD Prologis Inc. | Add +25.7% | 0.09% | +0.03 |
| CAH Cardinal Health Inc. | Add +6.2% | 0.09% | +0.03 |
| CBOE Cboe Global Markets Inc. | Add +6.7% | 0.21% | +0.03 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | Add +6.0% | 0.26% | +0.03 |
| UBS UBS Group AG-Reg | Add +10.3% | 0.11% | +0.03 |
| ARGX Argenx SE - ADR | Add +6.0% | 0.11% | +0.02 |
| CRH CRH PLC | Add +19.3% | 0.09% | +0.02 |
| WEN The Wendy's Co. | New | 0.02% | +0.02 |
| INTC Intel Corp. | Add +2.8% | 0.14% | +0.02 |
| HWM Howmet Aerospace Inc. | Add +23.1% | 0.08% | +0.02 |
| AWK American Water Works Co. Inc. | Add +22.7% | 0.12% | +0.02 |
| RSG Republic Services Inc. | Add +7.9% | 0.40% | +0.02 |
| ROP Roper Technologies Inc. | Add +21.0% | 0.15% | +0.02 |
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 |