West Financial Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 9, 2025), West Financial Advisors, LLC reported 203 stock positions worth $526.2 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 12.9% of the portfolio, followed by Vanguard Total Bond Market (BND, 12.1%) and SS SPDR S&P 500 ETF Trust-US (SPY, 11.5%). Compared with Q4 2024, it opened 21 new positions, sold out of 23, added to 37 and reduced 34. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +3%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- DES MOINES, IA
- CIK
- 0001843684
- Portfolio Value
- $526.2M (Q1 2025)
- SEC Filing
- 0001843684-25-000003 ↗ filed Apr 9, 2025
Holdings Value
Holdings 203 stocks · $526.2M
| VOO Vanguard S&P 500 ETF | 12.87% | 131,770 | $67.7M | Add +3.3% |
| BND Vanguard Total Bond Market | 12.13% | 869,015 | $63.8M | Add +1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 11.46% | 107,770 | $60.3M | Reduce -0.8% |
| VEA Vanguard Ftse Developed ETF | 10.70% | 1,107,719 | $56.3M | Add +3.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 10.24% | 1,086,022 | $53.9M | Add +8.3% |
| DFAE Dimensional Emerging Core Eq | 4.69% | 953,368 | $24.7M | Add +2.8% |
| IJH iShares Core S&P Midcap ETF | 4.47% | 403,084 | $23.5M | Add +3.0% |
| IEFA iShares Core MSCI Eafe ETF | 3.98% | 277,088 | $21.0M | Add +0.9% |
| VCIT Vanguard Int-Term Corporate | 3.04% | 195,698 | $16.0M | Add +2.8% |
| DFAS Dimensional US Small Cap ETF | 2.64% | 232,842 | $13.9M | Add +4.0% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 2.54% | 142,590 | $13.4M | Add +1.6% |
| DUHP Dimensional US High Profi Et | 2.46% | 390,424 | $12.9M | Reduce -0.9% |
| VXF Vanguard Extended Market ETF | 2.03% | 61,870 | $10.7M | Add +0.2% |
| VIG Vanguard Dividend Apprec ETF | 1.72% | 46,597 | $9.0M | Reduce -2.5% |
| DFNM Dimensional National Muni BD | 1.66% | 183,677 | $8.7M | Add +6.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.41% | 80,971 | $7.4M | Add +7.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.96% | 18,317 | $5.0M | Reduce -1.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.90% | 10,121 | $4.7M | Add +0.0% |
| AAPL Apple Inc. | 0.77% | 18,193 | $4.0M | Reduce -1.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.65% | 43,329 | $3.4M | Add +19.5% |
| XLF SS Financial Select Sector | 0.63% | 66,985 | $3.3M | Add +8.7% |
| XLC SS Comm Select Sector SPDR | 0.60% | 32,938 | $3.2M | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.59% | 13,929 | $3.1M | Add +1.6% |
| XLY SS Consumer Disc Select Sect | 0.55% | 14,746 | $2.9M | Add +10.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.43% | 8,838 | $2.3M | Add +1.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.37% | 5,231 | $1.9M | Reduce -4.4% |
| ESGV Vanguard ESG US Stock ETF | 0.36% | 19,492 | $1.9M | Add +1.1% |
| VSGX Vanguard ESG Intl Stock ETF | 0.36% | 32,271 | $1.9M | Reduce -0.6% |
| VXUS Vanguard Total Intl Stock | 0.33% | 28,011 | $1.7M | Reduce -0.7% |
| VWO Vanguard Ftse Emerging Marke | 0.32% | 37,724 | $1.7M | Add +0.1% |
| PRF Invesco Rafi US 1000 ETF | 0.28% | 36,980 | $1.5M | No change |
| VNQ Vanguard Real Estate ETF | 0.27% | 15,494 | $1.4M | Reduce -5.0% |
| MSFT Microsoft Corp. | 0.25% | 3,537 | $1.3M | No change |
| SCHW Schwab (charles) Corp. | 0.19% | 12,600 | $986K | No change |
| VCEB Vanguard ESG US Corp. Bond | 0.16% | 13,387 | $842K | Reduce -0.1% |
| TYL Tyler Technologies Inc. | 0.16% | 1,428 | $830K | Add +0.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.15% | 1 | $798K | New |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.14% | 3,730 | $751K | No change |
| MUB iShares National Muni Bond E | 0.14% | 6,795 | $716K | Add +1.1% |
| LNT Alliant Energy Corp. | 0.13% | 10,768 | $693K | No change |
| SUSA iShares ESG Optimized MSCI U | 0.11% | 5,213 | $599K | Reduce -1.3% |
| SCHB Schwab US Broad Market ETF | 0.11% | 26,154 | $563K | No change |
| DSI iShares ESG MSCI KLD 400 ETF | 0.10% | 4,956 | $508K | Reduce -0.9% |
| GOOGL Alphabet Inc. Class A | 0.08% | 2,601 | $402K | No change |
| GOOG Alphabet Inc. Class C | 0.07% | 2,403 | $375K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.07% | 1,858 | $346K | Reduce -6.2% |
| TSLA Tesla Inc. | 0.06% | 1,275 | $330K | No change |
| ORCL Oracle Corp. | 0.06% | 2,289 | $320K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.06% | 3,385 | $311K | No change |
| CASY Casey's General Stores Inc. | 0.06% | 704 | $306K | Reduce -2.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.05% | 1,593 | $275K | Add +0.3% |
| GL Globe Life Inc. | 0.05% | 2,000 | $263K | No change |
| QCOM Qualcomm Inc. | 0.05% | 1,674 | $257K | No change |
| AMGN Amgen Inc. | 0.05% | 764 | $238K | No change |
| WFC Wells Fargo & Co. | 0.04% | 3,106 | $223K | Add +0.2% |
| IWF iShares Russell 1000 Growth | 0.04% | 591 | $213K | Reduce -6.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.04% | 386 | $206K | No change |
| IWD iShares Russell 1000 Value E | 0.04% | 1,070 | $201K | No change |
| NSC Norfolk Southern Corp. | 0.04% | 846 | $200K | No change |
| CHD Church & Dwight Co. Inc. | 0.04% | 1,808 | $199K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.04% | 766 | $190K | No change |
| SCHD Schwab US DVD Equity ETF | 0.04% | 6,644 | $186K | No change |
| HEDJ Wisdomtree Europe Hedged Equ | 0.03% | 3,844 | $183K | Reduce -23.9% |
| UNP Union Pacific Corp. | 0.03% | 714 | $169K | Add +1419.2% |
| ABBV Abbvie Inc. | 0.03% | 766 | $160K | No change |
| PFG Principal Financial Group | 0.03% | 1,870 | $158K | No change |
| USB US Bancorp | 0.03% | 3,725 | $157K | Reduce -13.9% |
| IWM iShares Russell 2000 ETF | 0.03% | 752 | $150K | Reduce -6.6% |
| CVX Chevron Corp. | 0.03% | 886 | $148K | New |
| HON Honeywell International Inc. | 0.03% | 695 | $147K | No change |
| ITOT iShares Core S&P Total U.S. | 0.03% | 1,175 | $143K | No change |
| JPM JPMorgan Chase & Co. | 0.03% | 566 | $139K | Reduce -6.1% |
| IEMG iShares Core MSCI Emerging | 0.02% | 2,414 | $130K | No change |
| XOM Exxon Mobil Corp. | 0.02% | 980 | $117K | No change |
| BA The Boeing Co. | 0.02% | 633 | $108K | No change |
| MRK Merck & Co. Inc. | 0.02% | 1,164 | $104K | Reduce -7.7% |
| ADM Archer-Daniels-Midland Co. | 0.02% | 2,000 | $96K | Reduce -9.1% |
| BX Blackstone Inc. | 0.02% | 684 | $96K | Reduce -10.7% |
| TECH Bio-Techne Corp. | 0.02% | 1,556 | $91K | New |
| IWR iShares Russell Mid-Cap ETF | 0.02% | 1,040 | $88K | No change |
| DE Deere & Co. | 0.02% | 188 | $88K | Add +8.1% |
| KO The Coca-Cola Co. | 0.02% | 1,179 | $84K | No change |
| CTVA Corteva Inc. | 0.02% | 1,303 | $82K | No change |
| ABT Abbott Laboratories | 0.02% | 616 | $82K | Reduce -10.8% |
| AMZN Amazon.com Inc. | 0.01% | 400 | $76K | No change |
| SCHF Schwab Intl Equity ETF | 0.01% | 3,815 | $75K | Add +0.2% |
| HD Home Depot Inc. | 0.01% | 186 | $68K | No change |
| DGRO iShares Core Dividend Growth | 0.01% | 1,098 | $68K | Reduce -33.0% |
| QCRH QCR Holdings Inc. | 0.01% | 870 | $62K | No change |
| EEM iShares MSCI Emerging Market | 0.01% | 1,418 | $62K | Reduce -40.2% |
| LOW Lowe's Cos Inc. | 0.01% | 256 | $60K | No change |
| VIGI Vanguard Int Div App Indx FD | 0.01% | 716 | $59K | No change |
| AVGO Broadcom Inc. | 0.01% | 345 | $58K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.01% | 1,228 | $57K | No change |
| VYM Vanguard High DVD Yield ETF | 0.01% | 427 | $55K | Reduce -48.1% |
| ED Consolidated Edison Inc. | 0.01% | 472 | $52K | No change |
| V Visa Inc. Class A | 0.01% | 145 | $51K | No change |
| HOLX Hologic Inc. | 0.01% | 816 | $50K | New |
| PIO Invesco Global Water ETF | 0.01% | 1,250 | $50K | No change |
| WELL Welltower Inc. | 0.01% | 320 | $49K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.8% | 11.46% | −0.82 |
| XLRE SS Real Estate Select Sector | Sold out | 0.00% | −0.52 |
| AAPL Apple Inc. | Reduce -1.3% | 0.77% | −0.12 |
| DUHP Dimensional US High Profi Et | Reduce -0.9% | 2.46% | −0.11 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.5% | 1.72% | −0.09 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.8% | 0.96% | −0.09 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -4.4% | 0.37% | −0.06 |
| VNQ Vanguard Real Estate ETF | Reduce -5.0% | 0.27% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -85.5% | 0.00% | −0.01 |
| SUSA iShares ESG Optimized MSCI U | Reduce -1.3% | 0.11% | −0.01 |
| USB US Bancorp | Reduce -13.9% | 0.03% | −0.01 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -0.9% | 0.10% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -6.2% | 0.07% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -48.1% | 0.01% | −0.01 |
| COO The Cooper Cos Inc. | Sold out | 0.00% | −0.01 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -6.9% | 0.04% | −0.01 |
| HEDJ Wisdomtree Europe Hedged Equ | Reduce -23.9% | 0.03% | −0.01 |
| BX Blackstone Inc. | Reduce -10.7% | 0.02% | −0.01 |
| EEM iShares MSCI Emerging Market | Reduce -40.2% | 0.01% | −0.01 |
| DGRO iShares Core Dividend Growth | Reduce -33.0% | 0.01% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -6.6% | 0.03% | −0.01 |
| MDY State Street SPDR S&P Midcap | Sold out | 0.00% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -7.7% | 0.02% | −0.00 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.00 |
| ADM Archer-Daniels-Midland Co. | Reduce -9.1% | 0.02% | −0.00 |
| BLK BlackRock Inc. | Reduce -31.6% | 0.00% | −0.00 |
| EA Electronic Arts Inc. | Sold out | 0.00% | −0.00 |
| EVRG Evergy Inc. | Sold out | 0.00% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -6.1% | 0.03% | −0.00 |
| K Kellanova | Sold out | 0.00% | −0.00 |
| DLR Digital Realty Trust Inc. | Sold out | 0.00% | −0.00 |
| MCD McDonald's Corp. | Reduce -13.8% | 0.01% | −0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -12.8% | 0.00% | −0.00 |
| KDP Keurig Dr Pepper Inc. | Sold out | 0.00% | −0.00 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.00 |
| ESGD iShares Trust iShares ESG Aw | Sold out | 0.00% | −0.00 |
| VZ Verizon Communications Inc. | Reduce -26.3% | 0.00% | −0.00 |
| DIS The Walt Disney Co. | Reduce -9.0% | 0.00% | −0.00 |
| SPTN Spartannash Co. | Sold out | 0.00% | −0.00 |
| ACRE Ares Commercial Real Estate | Sold out | 0.00% | −0.00 |
| AGNC AGNC Investment Corp. | Sold out | 0.00% | −0.00 |
| BTG B2GOLD Corp. | Sold out | 0.00% | −0.00 |
| PMT Pennymac Mortgage Investment | Reduce -73.3% | 0.00% | −0.00 |
| ESGE iShares Inc. iShares ESG Awar | Sold out | 0.00% | −0.00 |
| NUMG Nuveen ESG Mid-Cap Grow ETF | Sold out | 0.00% | −0.00 |
| NUMV Nuveen ESG Mid-Cap Value ETF | Sold out | 0.00% | −0.00 |
| PJT PJT Partners Inc. Class A | Sold out | 0.00% | −0.00 |
| VCEB Vanguard ESG US Corp. Bond | Reduce -0.1% | 0.16% | −0.00 |
| KLG WK Kellogg Co. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| VEA Vanguard Ftse Developed ETF | Add +3.3% | 10.70% | +0.81 |
| XLC SS Comm Select Sector SPDR | New | 0.60% | +0.60 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +8.3% | 10.24% | +0.55 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.9% | 3.98% | +0.26 |
| BND Vanguard Total Bond Market | Add +1.3% | 12.13% | +0.24 |
| DFAE Dimensional Emerging Core Eq | Add +2.8% | 4.69% | +0.15 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.15% | +0.15 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +19.5% | 0.65% | +0.12 |
| VCIT Vanguard Int-Term Corporate | Add +2.8% | 3.04% | +0.10 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +7.7% | 1.41% | +0.09 |
| DFNM Dimensional National Muni BD | Add +6.1% | 1.66% | +0.07 |
| XLF SS Financial Select Sector | Add +8.7% | 0.63% | +0.06 |
| UNP Union Pacific Corp. | Add +1419.2% | 0.03% | +0.03 |
| CVX Chevron Corp. | New | 0.03% | +0.03 |
| TECH Bio-Techne Corp. | New | 0.02% | +0.02 |
| HOLX Hologic Inc. | New | 0.01% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +0.1% | 0.32% | +0.00 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Add +1.6% | 2.54% | +0.00 |
| DE Deere & Co. | Add +8.1% | 0.02% | +0.00 |
| VLO Valero Energy Corp. | New | 0.00% | +0.00 |
| CTRE Caretrust REIT Inc. | New | 0.00% | +0.00 |
| KD Kyndryl Holdings Inc. | New | 0.00% | +0.00 |
| SCHF Schwab Intl Equity ETF | Add +0.2% | 0.01% | +0.00 |
| TU Telus Corp. | New | 0.00% | +0.00 |
| CUBE Cubesmart | New | 0.00% | +0.00 |
| REPX Riley Exploration Permian Inc. | New | 0.00% | +0.00 |
| SYM Symbotic Inc. | New | 0.00% | +0.00 |
| UGI Ugi Corp. | New | 0.00% | +0.00 |
| ABR Arbor Realty Trust Inc. | New | 0.00% | +0.00 |
| LAND Gladstone Land Corp. | New | 0.00% | +0.00 |
| XIFR XPLR Infrastructure LP | New | 0.00% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.3% | 0.05% | +0.00 |
| WFC Wells Fargo & Co. | Add +0.2% | 0.04% | +0.00 |
| ATMU Atmus Filtration Technologie | New | 0.00% | +0.00 |
| BASE Couchbase Inc. | New | 0.00% | +0.00 |
| AFCG Advanced Flower Capital Inc. | New | 0.00% | +0.00 |
| NVTS Navitas Semiconductor Corp. | New | 0.00% | +0.00 |
| PSEC Prospect Capital Corp. | Add +102.7% | 0.00% | +0.00 |
| TYL Tyler Technologies Inc. | Add +0.7% | 0.16% | +0.00 |
| WES Western Midstream Partners L | Add +1.9% | 0.00% | +0.00 |
| DMLP Dorchester Minerals LP | Add +3.9% | 0.00% | 0.00 |
| BEN Franklin Templeton Inc. | Add +2.0% | 0.00% | 0.00 |
| HTGC Hercules Capital Inc. | Add +2.0% | 0.00% | 0.00 |
| KMI Kinder Morgan Inc. | Add +1.4% | 0.00% | 0.00 |
| LUMN Lumen Technologies Inc. | New | 0.00% | 0.00 |
| PNNT Pennantpark Investment Corp. | Add +3.4% | 0.00% | 0.00 |
| PR Permian Resources Corp. Class A | Add +1.5% | 0.00% | 0.00 |
| NAT Nordic American Tankers Ltd. | Add +3.8% | 0.00% | 0.00 |
| MUB iShares National Muni Bond E | Add +1.1% | 0.14% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.8% | 0.43% | −0.01 |
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 |