West Financial Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 14, 2025), West Financial Advisors, LLC reported 205 stock positions worth $518.6 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 13.3% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 12.3%) and Vanguard Total Bond Market (BND, 11.9%). Compared with Q3 2024, it opened 38 new positions, sold out of 21, added to 57 and reduced 24. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +498%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −51%).
- Most Recent 13F
- Q2 2026
- Location
- DES MOINES, IA
- CIK
- 0001843684
- Portfolio Value
- $518.6M (Q4 2024)
- SEC Filing
- 0001843684-25-000001 ↗ filed Jan 14, 2025
Holdings Value
Holdings 205 stocks · $518.6M
| VOO Vanguard S&P 500 ETF | 13.26% | 127,577 | $68.7M | Add +498.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 12.28% | 108,647 | $63.7M | Reduce -51.4% |
| BND Vanguard Total Bond Market | 11.89% | 857,544 | $61.7M | Add +19.0% |
| VEA Vanguard Ftse Developed ETF | 9.89% | 1,072,874 | $51.3M | Add +7.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 9.69% | 1,002,462 | $50.3M | Add +3.6% |
| IJH iShares Core S&P Midcap ETF | 4.70% | 391,412 | $24.4M | Reduce -0.1% |
| DFAE Dimensional Emerging Core Eq | 4.54% | 927,328 | $23.5M | Add +1.8% |
| IEFA iShares Core MSCI Eafe ETF | 3.72% | 274,546 | $19.3M | Add +5.9% |
| VCIT Vanguard Int-Term Corporate | 2.95% | 190,306 | $15.3M | Add +1.1% |
| DFAS Dimensional US Small Cap ETF | 2.81% | 223,962 | $14.6M | Add +0.6% |
| DUHP Dimensional US High Profi Et | 2.57% | 393,846 | $13.3M | Reduce -1.3% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 2.54% | 140,353 | $13.1M | Add +1.2% |
| VXF Vanguard Extended Market ETF | 2.26% | 61,732 | $11.7M | Reduce -0.9% |
| VIG Vanguard Dividend Apprec ETF | 1.80% | 47,788 | $9.4M | Reduce -3.7% |
| DFNM Dimensional National Muni BD | 1.59% | 173,115 | $8.3M | Reduce -6.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.33% | 75,210 | $6.9M | Reduce -7.9% |
| VTI VG Morningstar TS MKT ETF-US | 1.04% | 18,653 | $5.4M | Reduce -4.3% |
| QQQ Invesco QQQ Trust Series 1 | 1.00% | 10,120 | $5.2M | Reduce -2.2% |
| AAPL Apple Inc. | 0.89% | 18,429 | $4.6M | Add +35.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.64% | 13,707 | $3.3M | Add +0.6% |
| XLY SS Consumer Disc Select Sect | 0.58% | 13,371 | $3.0M | New |
| XLF SS Financial Select Sector | 0.57% | 61,635 | $3.0M | Add +11.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.53% | 36,252 | $2.7M | Add +9.3% |
| XLRE SS Real Estate Select Sector | 0.52% | 66,005 | $2.7M | Add +13.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.44% | 8,682 | $2.3M | Reduce -0.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.43% | 5,470 | $2.2M | Add +5.9% |
| ESGV Vanguard ESG US Stock ETF | 0.39% | 19,290 | $2.0M | Reduce -9.9% |
| VSGX Vanguard ESG Intl Stock ETF | 0.35% | 32,458 | $1.8M | Add +5.6% |
| VXUS Vanguard Total Intl Stock | 0.32% | 28,218 | $1.7M | Add +0.5% |
| VWO Vanguard Ftse Emerging Marke | 0.32% | 37,670 | $1.7M | Add +3.9% |
| PRF Invesco Rafi US 1000 ETF | 0.29% | 36,980 | $1.5M | No change |
| MSFT Microsoft Corp. | 0.29% | 3,537 | $1.5M | Add +87.8% |
| VNQ Vanguard Real Estate ETF | 0.28% | 16,316 | $1.5M | Add +2.3% |
| SCHW Schwab (charles) Corp. | 0.18% | 12,600 | $933K | No change |
| VCEB Vanguard ESG US Corp. Bond | 0.16% | 13,396 | $830K | Add +4.0% |
| TYL Tyler Technologies Inc. | 0.16% | 1,418 | $818K | Add +0.8% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.15% | 3,730 | $793K | Reduce -1.8% |
| MUB iShares National Muni Bond E | 0.14% | 6,718 | $716K | Add +0.1% |
| SUSA iShares ESG Optimized MSCI U | 0.12% | 5,283 | $642K | Add +2.8% |
| LNT Alliant Energy Corp. | 0.12% | 10,768 | $637K | No change |
| SCHB Schwab US Broad Market ETF | 0.11% | 26,154 | $594K | Reduce -1.0% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.11% | 5,003 | $552K | Add +2.7% |
| TSLA Tesla Inc. | 0.10% | 1,275 | $515K | Add +466.7% |
| GOOGL Alphabet Inc. Class A | 0.09% | 2,601 | $492K | Add +30.1% |
| GOOG Alphabet Inc. Class C | 0.09% | 2,403 | $458K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.08% | 1,980 | $392K | Reduce -4.8% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.07% | 3,385 | $383K | Reduce -5.6% |
| ORCL Oracle Corp. | 0.07% | 2,289 | $381K | Add +66.2% |
| CASY Casey's General Stores Inc. | 0.06% | 725 | $287K | Add +228.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.05% | 1,589 | $269K | Add +0.3% |
| QCOM Qualcomm Inc. | 0.05% | 1,674 | $257K | No change |
| IWF iShares Russell 1000 Growth | 0.05% | 635 | $255K | New |
| GL Globe Life Inc. | 0.04% | 2,000 | $223K | No change |
| HEDJ Wisdomtree Europe Hedged Equ | 0.04% | 5,051 | $221K | Reduce -1.9% |
| WFC Wells Fargo & Co. | 0.04% | 3,101 | $218K | Add +7.2% |
| USB US Bancorp | 0.04% | 4,329 | $207K | New |
| AMGN Amgen Inc. | 0.04% | 764 | $199K | No change |
| NSC Norfolk Southern Corp. | 0.04% | 846 | $199K | No change |
| IWD iShares Russell 1000 Value E | 0.04% | 1,070 | $198K | Add +204.8% |
| CHD Church & Dwight Co. Inc. | 0.04% | 1,808 | $189K | No change |
| SCHD Schwab US DVD Equity ETF | 0.04% | 6,644 | $182K | Reduce -34.0% |
| IWM iShares Russell 2000 ETF | 0.03% | 805 | $178K | Add +28.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.03% | 386 | $175K | Add +35.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.03% | 766 | $168K | New |
| HON Honeywell International Inc. | 0.03% | 695 | $157K | No change |
| ITOT iShares Core S&P Total U.S. | 0.03% | 1,175 | $151K | No change |
| PFG Principal Financial Group | 0.03% | 1,870 | $145K | Reduce -23.6% |
| JPM JPMorgan Chase & Co. | 0.03% | 603 | $145K | Add +244.6% |
| ABBV Abbvie Inc. | 0.03% | 766 | $136K | No change |
| BX Blackstone Inc. | 0.03% | 766 | $132K | Add +335.2% |
| IEMG iShares Core MSCI Emerging | 0.02% | 2,414 | $126K | No change |
| MRK Merck & Co. Inc. | 0.02% | 1,261 | $125K | Reduce -6.5% |
| BA The Boeing Co. | 0.02% | 633 | $112K | Add +46.2% |
| ADM Archer-Daniels-Midland Co. | 0.02% | 2,201 | $111K | Add +10.1% |
| XOM Exxon Mobil Corp. | 0.02% | 980 | $105K | Add +32.3% |
| VYM Vanguard High DVD Yield ETF | 0.02% | 823 | $105K | Reduce -11.9% |
| DGRO iShares Core Dividend Growth | 0.02% | 1,638 | $100K | Reduce -4.9% |
| EEM iShares MSCI Emerging Market | 0.02% | 2,370 | $99K | Add +67.1% |
| IWR iShares Russell Mid-Cap ETF | 0.02% | 1,040 | $92K | No change |
| AMZN Amazon.com Inc. | 0.02% | 400 | $88K | New |
| AVGO Broadcom Inc. | 0.02% | 345 | $80K | No change |
| ABT Abbott Laboratories | 0.02% | 691 | $78K | Add +12.2% |
| CTVA Corteva Inc. | 0.01% | 1,303 | $74K | No change |
| DE Deere & Co. | 0.01% | 174 | $74K | Add +1.2% |
| KO The Coca-Cola Co. | 0.01% | 1,179 | $73K | Add +934.2% |
| HD Home Depot Inc. | 0.01% | 186 | $72K | Add +675.0% |
| SCHF Schwab Intl Equity ETF | 0.01% | 3,808 | $70K | No change |
| QCRH QCR Holdings Inc. | 0.01% | 870 | $70K | No change |
| EFA iShares MSCI Eafe ETF | 0.01% | 870 | $66K | Add +141.0% |
| IBIT iShares Bitcoin Trust ETF | 0.01% | 1,228 | $65K | Add +10.6% |
| LOW Lowe's Cos Inc. | 0.01% | 256 | $63K | No change |
| VIGI Vanguard Int Div App Indx FD | 0.01% | 716 | $57K | No change |
| META Meta Platforms Inc. Class A | 0.01% | 85 | $50K | No change |
| COO The Cooper Cos Inc. | 0.01% | 533 | $49K | New |
| PIO Invesco Global Water ETF | 0.01% | 1,250 | $49K | No change |
| NVDA Nvidia Corp. | 0.01% | 343 | $46K | Add +14.3% |
| V Visa Inc. Class A | 0.01% | 145 | $46K | No change |
| NKE Nike Inc. Class B | 0.01% | 600 | $45K | No change |
| SBUX Starbucks Corp. | 0.01% | 497 | $45K | No change |
| XEL Xcel Energy Inc. | 0.01% | 662 | $45K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -51.4% | 12.28% | −12.45 |
| XLI SS Industrial Select Sector | Sold out | 0.00% | −0.50 |
| DFNM Dimensional National Muni BD | Reduce -6.0% | 1.59% | −0.13 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -7.9% | 1.33% | −0.12 |
| VIG Vanguard Dividend Apprec ETF | Reduce -3.7% | 1.80% | −0.09 |
| DUHP Dimensional US High Profi Et | Reduce -1.3% | 2.57% | −0.06 |
| FIBK First Interstate Bancsys-A | Sold out | 0.00% | −0.04 |
| ESGV Vanguard ESG US Stock ETF | Reduce -9.9% | 0.39% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.3% | 1.04% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Reduce -34.0% | 0.04% | −0.02 |
| PFG Principal Financial Group | Reduce -23.6% | 0.03% | −0.01 |
| TIP iShares Tips Bond ETF | Sold out | 0.00% | −0.01 |
| DVY iShares Select Dividend ETF | Sold out | 0.00% | −0.01 |
| FVD First Trust Value Line DVD | Sold out | 0.00% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -6.5% | 0.02% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.1% | 4.70% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -4.8% | 0.08% | −0.00 |
| TTE Totalenergies SE -Spon ADR | Sold out | 0.00% | −0.00 |
| LLY Eli Lilly & Co. | Reduce -29.2% | 0.01% | −0.00 |
| IBB iShares Biotechnology ETF | Sold out | 0.00% | −0.00 |
| CE Celanese Corp. | Sold out | 0.00% | −0.00 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.00 |
| FMC FMC Corp. | Sold out | 0.00% | −0.00 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.00 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Reduce -11.9% | 0.02% | −0.00 |
| CNP Centerpoint Energy Inc. | Sold out | 0.00% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.7% | 0.44% | −0.00 |
| HEDJ Wisdomtree Europe Hedged Equ | Reduce -1.9% | 0.04% | −0.00 |
| BAX Baxter International Inc. | Sold out | 0.00% | −0.00 |
| TROW T Rowe Price Group Inc. | Reduce -5.6% | 0.07% | −0.00 |
| DGRO iShares Core Dividend Growth | Reduce -4.9% | 0.02% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -39.0% | 0.00% | −0.00 |
| LUMO Lumos Pharma Inc. | Sold out | 0.00% | −0.00 |
| ASAN Asana Inc. Class A | Sold out | 0.00% | −0.00 |
| PROP Prairie Operating Co. | Sold out | 0.00% | −0.00 |
| ABSI Absci Corp. | Sold out | 0.00% | −0.00 |
| DFAU Dimensional US Core Equity M | Reduce -22.2% | 0.00% | −0.00 |
| EPD Enterprise Products Partners | Sold out | 0.00% | −0.00 |
| QUIK Quicklogic Corp. | Sold out | 0.00% | −0.00 |
| VUZI Vuzix Corp. | Sold out | 0.00% | 0.00 |
| SCHB Schwab US Broad Market ETF | Reduce -1.0% | 0.11% | +0.00 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Reduce -1.8% | 0.15% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.2% | 1.00% | +0.02 |
| VXF Vanguard Extended Market ETF | Reduce -0.9% | 2.26% | +0.08 |
Portfolio Buys Q3 2024 → Q4 2024
| VOO Vanguard S&P 500 ETF | Add +498.4% | 13.26% | +11.09 |
| BND Vanguard Total Bond Market | Add +19.0% | 11.89% | +1.45 |
| XLY SS Consumer Disc Select Sect | New | 0.58% | +0.58 |
| AAPL Apple Inc. | Add +35.2% | 0.89% | +0.28 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +3.6% | 9.69% | +0.15 |
| MSFT Microsoft Corp. | Add +87.8% | 0.29% | +0.13 |
| XLF SS Financial Select Sector | Add +11.4% | 0.57% | +0.09 |
| TSLA Tesla Inc. | Add +466.7% | 0.10% | +0.09 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +5.9% | 0.43% | +0.05 |
| IWF iShares Russell 1000 Growth | New | 0.05% | +0.05 |
| USB US Bancorp | New | 0.04% | +0.04 |
| CASY Casey's General Stores Inc. | Add +228.1% | 0.06% | +0.04 |
| IBM Intl Business Machines Corp. | New | 0.03% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +30.1% | 0.09% | +0.03 |
| ORCL Oracle Corp. | Add +66.2% | 0.07% | +0.03 |
| DFAS Dimensional US Small Cap ETF | Add +0.6% | 2.81% | +0.03 |
| IWD iShares Russell 1000 Value E | Add +204.8% | 0.04% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +244.6% | 0.03% | +0.02 |
| BX Blackstone Inc. | Add +335.2% | 0.03% | +0.02 |
| XLRE SS Real Estate Select Sector | Add +13.6% | 0.52% | +0.02 |
| AMZN Amazon.com Inc. | New | 0.02% | +0.02 |
| KO The Coca-Cola Co. | Add +934.2% | 0.01% | +0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +9.3% | 0.53% | +0.01 |
| HD Home Depot Inc. | Add +675.0% | 0.01% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.6% | 0.64% | +0.01 |
| WFC Wells Fargo & Co. | Add +7.2% | 0.04% | +0.01 |
| COO The Cooper Cos Inc. | New | 0.01% | +0.01 |
| BA The Boeing Co. | Add +46.2% | 0.02% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +35.0% | 0.03% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +28.8% | 0.03% | +0.01 |
| BLK BlackRock Inc. | New | 0.01% | +0.01 |
| EFA iShares MSCI Eafe ETF | Add +141.0% | 0.01% | +0.01 |
| EEM iShares MSCI Emerging Market | Add +67.1% | 0.02% | +0.01 |
| INTC Intel Corp. | New | 0.01% | +0.01 |
| MDY State Street SPDR S&P Midcap | New | 0.01% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | Add +10.6% | 0.01% | +0.00 |
| SUSA iShares ESG Optimized MSCI U | Add +2.8% | 0.12% | +0.00 |
| BAC Bank of America Corp. | New | 0.00% | +0.00 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +2.7% | 0.11% | +0.00 |
| XOM Exxon Mobil Corp. | Add +32.3% | 0.02% | +0.00 |
| RSP Invesco S&P 500 Equal Weight | New | 0.00% | +0.00 |
| LRCX Lam Research Corp. | New | 0.00% | +0.00 |
| GILD Gilead Sciences Inc. | New | 0.00% | +0.00 |
| EVRG Evergy Inc. | New | 0.00% | +0.00 |
| NVDA Nvidia Corp. | Add +14.3% | 0.01% | +0.00 |
| JNJ Johnson & Johnson | New | 0.00% | +0.00 |
| ABT Abbott Laboratories | Add +12.2% | 0.02% | +0.00 |
| K Kellanova | New | 0.00% | +0.00 |
| DLR Digital Realty Trust Inc. | New | 0.00% | +0.00 |
| DIS The Walt Disney Co. | Add +16.3% | 0.00% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 223 | $658.5M | VOO, VEA, SPY, BND, VTEB |
| Q1 2026 | 192 | $589.1M | VOO, VEA, SPY, VTEB, BND |
| Q4 2025 | 236 | $592.7M | VOO, VEA, SPY, VTEB, BND |
| Q3 2025 | 193 | $605.0M | VOO, SPY, VEA, BND, VTEB |
| Q2 2025 | 207 | $574.7M | VOO, SPY, VEA, BND, VTEB |
| Q1 2025 | 203 | $526.2M | VOO, BND, SPY, VEA, VTEB |
| Q4 2024 | 205 | $518.6M | VOO, SPY, BND, VEA, VTEB |
| Q3 2024 | 188 | $518.5M | SPY, BND, VEA, VTEB, DFAE |
| Q2 2024 | 160 | $481.6M | SPY, BND, VEA, VTEB, DFAE |
| Q1 2024 | 154 | $466.2M | SPY, BND, VEA, VTEB, DFAE |