West Financial Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 21, 2025), West Financial Advisors, LLC reported 207 stock positions worth $574.7 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 13.9% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 11.4%) and Vanguard Ftse Developed ETF (VEA, 11.2%). Compared with Q1 2025, it opened 11 new positions, sold out of 7, added to 44 and reduced 30. The biggest buy was Dimensional US High Profi Et (DUHP, shares +57%) and the biggest sale Vanguard Total Bond Market (BND, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- DES MOINES, IA
- CIK
- 0001843684
- Portfolio Value
- $574.7M (Q2 2025)
- SEC Filing
- 0001843684-25-000005 ↗ filed Jul 21, 2025
Holdings Value
Holdings 207 stocks · $574.7M
| VOO Vanguard S&P 500 ETF | 13.90% | 140,606 | $79.9M | Add +6.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 11.40% | 106,085 | $65.5M | Reduce -1.6% |
| VEA Vanguard Ftse Developed ETF | 11.20% | 1,129,493 | $64.4M | Add +2.0% |
| BND Vanguard Total Bond Market | 10.60% | 827,589 | $60.9M | Reduce -4.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 9.71% | 1,137,702 | $55.8M | Add +4.8% |
| DFAE Dimensional Emerging Core Eq | 4.95% | 982,286 | $28.4M | Add +3.0% |
| IJH iShares Core S&P Midcap ETF | 4.19% | 388,037 | $24.1M | Reduce -3.7% |
| IEFA iShares Core MSCI Eafe ETF | 4.15% | 285,430 | $23.8M | Add +3.0% |
| DUHP Dimensional US High Profi Et | 3.80% | 613,956 | $21.8M | Add +57.3% |
| VCIT Vanguard Int-Term Corporate | 2.80% | 194,018 | $16.1M | Reduce -0.9% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 2.39% | 144,408 | $13.7M | Add +1.3% |
| DFAS Dimensional US Small Cap ETF | 2.35% | 212,084 | $13.5M | Reduce -8.9% |
| VXF Vanguard Extended Market ETF | 2.24% | 66,907 | $12.9M | Add +8.1% |
| VIG Vanguard Dividend Apprec ETF | 1.64% | 46,172 | $9.5M | Reduce -0.9% |
| DFNM Dimensional National Muni BD | 1.55% | 187,521 | $8.9M | Add +2.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.28% | 80,337 | $7.4M | Reduce -0.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.97% | 10,094 | $5.6M | Reduce -0.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.89% | 16,802 | $5.1M | Reduce -8.3% |
| AAPL Apple Inc. | 0.65% | 18,194 | $3.7M | Add +0.0% |
| XLC SS Comm Select Sector SPDR | 0.61% | 32,209 | $3.5M | Reduce -2.2% |
| XLF SS Financial Select Sector | 0.61% | 66,672 | $3.5M | Reduce -0.5% |
| XLI SS Industrial Select Sector | 0.60% | 23,192 | $3.4M | New |
| XLK SS Technology Select Sector | 0.60% | 13,508 | $3.4M | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.57% | 13,722 | $3.3M | Reduce -1.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.44% | 9,094 | $2.5M | Add +2.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.43% | 5,613 | $2.5M | Add +7.3% |
| ESGV Vanguard ESG US Stock ETF | 0.38% | 20,029 | $2.2M | Add +2.8% |
| VSGX Vanguard ESG Intl Stock ETF | 0.37% | 32,301 | $2.1M | Add +0.1% |
| VXUS Vanguard Total Intl Stock | 0.34% | 28,610 | $2.0M | Add +2.1% |
| VWO Vanguard Ftse Emerging Marke | 0.34% | 39,706 | $2.0M | Add +5.3% |
| MSFT Microsoft Corp. | 0.31% | 3,541 | $1.8M | Add +0.1% |
| PRF Invesco Rafi US 1000 ETF | 0.27% | 36,980 | $1.6M | No change |
| VNQ Vanguard Real Estate ETF | 0.25% | 16,087 | $1.4M | Add +3.8% |
| SCHW Schwab (charles) Corp. | 0.20% | 12,600 | $1.1M | No change |
| TYL Tyler Technologies Inc. | 0.15% | 1,440 | $854K | Add +0.8% |
| VCEB Vanguard ESG US Corp. Bond | 0.15% | 13,394 | $849K | Add +0.1% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.15% | 3,730 | $839K | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.13% | 1 | $729K | No change |
| SUSA iShares ESG Optimized MSCI U | 0.12% | 5,213 | $661K | No change |
| LNT Alliant Energy Corp. | 0.11% | 10,768 | $651K | No change |
| MUB iShares National Muni Bond E | 0.10% | 5,582 | $583K | Reduce -17.9% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.10% | 4,971 | $577K | Add +0.3% |
| ORCL Oracle Corp. | 0.09% | 2,289 | $500K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.09% | 2,765 | $489K | Add +73.6% |
| GOOGL Alphabet Inc. Class A | 0.08% | 2,601 | $458K | No change |
| SCHB Schwab US Broad Market ETF | 0.08% | 19,203 | $458K | Reduce -26.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.08% | 2,325 | $453K | Add +25.1% |
| GOOG Alphabet Inc. Class C | 0.07% | 2,403 | $426K | No change |
| TSLA Tesla Inc. | 0.07% | 1,333 | $423K | Add +4.5% |
| IWF iShares Russell 1000 Growth | 0.07% | 893 | $379K | Add +51.1% |
| CASY Casey's General Stores Inc. | 0.06% | 712 | $363K | Add +1.1% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.06% | 3,385 | $327K | No change |
| QCOM Qualcomm Inc. | 0.05% | 1,674 | $267K | No change |
| GL Globe Life Inc. | 0.04% | 2,000 | $249K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.04% | 766 | $226K | No change |
| NSC Norfolk Southern Corp. | 0.04% | 846 | $217K | No change |
| AMGN Amgen Inc. | 0.04% | 764 | $213K | No change |
| IWD iShares Russell 1000 Value E | 0.04% | 1,070 | $208K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.03% | 386 | $188K | No change |
| HEDJ Wisdomtree Europe Hedged Equ | 0.03% | 3,714 | $179K | Reduce -3.4% |
| CHD Church & Dwight Co. Inc. | 0.03% | 1,808 | $174K | No change |
| USB US Bancorp | 0.03% | 3,725 | $169K | No change |
| JPM JPMorgan Chase & Co. | 0.03% | 566 | $164K | No change |
| WFC Wells Fargo & Co. | 0.03% | 2,024 | $162K | Reduce -34.8% |
| HON Honeywell International Inc. | 0.03% | 695 | $162K | No change |
| ITOT iShares Core S&P Total U.S. | 0.03% | 1,175 | $159K | No change |
| UNP Union Pacific Corp. | 0.03% | 667 | $153K | Reduce -6.6% |
| SCHD Schwab US DVD Equity ETF | 0.03% | 5,651 | $150K | Reduce -14.9% |
| PFG Principal Financial Group | 0.03% | 1,830 | $145K | Reduce -2.1% |
| IEMG iShares Core MSCI Emerging | 0.03% | 2,414 | $145K | No change |
| BA The Boeing Co. | 0.02% | 633 | $133K | No change |
| CVX Chevron Corp. | 0.02% | 886 | $127K | No change |
| ABBV Abbvie Inc. | 0.02% | 657 | $122K | Reduce -14.2% |
| IWM iShares Russell 2000 ETF | 0.02% | 521 | $112K | Reduce -30.7% |
| XOM Exxon Mobil Corp. | 0.02% | 1,017 | $110K | Add +3.8% |
| ADM Archer-Daniels-Midland Co. | 0.02% | 2,000 | $106K | No change |
| CTVA Corteva Inc. | 0.02% | 1,303 | $97K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.02% | 1,040 | $96K | No change |
| AVGO Broadcom Inc. | 0.02% | 345 | $95K | No change |
| MRK Merck & Co. Inc. | 0.02% | 1,159 | $92K | Reduce -0.4% |
| AMZN Amazon.com Inc. | 0.02% | 400 | $88K | No change |
| DE Deere & Co. | 0.02% | 172 | $87K | Reduce -8.5% |
| ABT Abbott Laboratories | 0.01% | 616 | $84K | No change |
| KO The Coca-Cola Co. | 0.01% | 1,179 | $83K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.01% | 1,004 | $82K | Reduce -97.7% |
| TECH Bio-Techne Corp. | 0.01% | 1,556 | $80K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.01% | 1,228 | $75K | No change |
| XLY SS Consumer Disc Select Sect | 0.01% | 341 | $74K | Reduce -97.7% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.01% | 254 | $70K | New |
| DGRO iShares Core Dividend Growth | 0.01% | 1,098 | $70K | No change |
| EEM iShares MSCI Emerging Market | 0.01% | 1,418 | $68K | No change |
| VIGI Vanguard Int Div App Indx FD | 0.01% | 716 | $65K | No change |
| META Meta Platforms Inc. Class A | 0.01% | 85 | $63K | No change |
| HD Home Depot Inc. | 0.01% | 162 | $59K | Reduce -12.9% |
| QCRH QCR Holdings Inc. | 0.01% | 870 | $59K | No change |
| VYM Vanguard High DVD Yield ETF | 0.01% | 427 | $57K | No change |
| LOW Lowe's Cos Inc. | 0.01% | 256 | $57K | No change |
| PIO Invesco Global Water ETF | 0.01% | 1,250 | $56K | No change |
| NVDA Nvidia Corp. | 0.01% | 343 | $54K | No change |
| HOLX Hologic Inc. | 0.01% | 816 | $53K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| BND Vanguard Total Bond Market | Reduce -4.8% | 10.60% | −1.53 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -97.7% | 0.01% | −0.64 |
| XLY SS Consumer Disc Select Sect | Reduce -97.7% | 0.01% | −0.54 |
| DFAS Dimensional US Small Cap ETF | Reduce -8.9% | 2.35% | −0.29 |
| IJH iShares Core S&P Midcap ETF | Reduce -3.7% | 4.19% | −0.28 |
| VCIT Vanguard Int-Term Corporate | Reduce -0.9% | 2.80% | −0.24 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -0.8% | 1.28% | −0.13 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.9% | 1.64% | −0.07 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -8.3% | 0.89% | −0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.6% | 11.40% | −0.05 |
| MUB iShares National Muni Bond E | Reduce -17.9% | 0.10% | −0.03 |
| SCHB Schwab US Broad Market ETF | Reduce -26.6% | 0.08% | −0.03 |
| XLF SS Financial Select Sector | Reduce -0.5% | 0.61% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.5% | 0.57% | −0.02 |
| WFC Wells Fargo & Co. | Reduce -34.8% | 0.03% | −0.01 |
| BX Blackstone Inc. | Reduce -74.3% | 0.00% | −0.01 |
| SCHF Schwab Intl Equity ETF | Reduce -92.1% | 0.00% | −0.01 |
| ABBV Abbvie Inc. | Reduce -14.2% | 0.02% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Reduce -14.9% | 0.03% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -30.7% | 0.02% | −0.01 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.01 |
| UNP Union Pacific Corp. | Reduce -6.6% | 0.03% | −0.01 |
| SU Suncor Energy Inc. | Sold out | 0.00% | −0.00 |
| PFG Principal Financial Group | Reduce -2.1% | 0.03% | −0.00 |
| MRK Merck & Co. Inc. | Reduce -0.4% | 0.02% | −0.00 |
| HEDJ Wisdomtree Europe Hedged Equ | Reduce -3.4% | 0.03% | −0.00 |
| WM Waste Management Inc. | Sold out | 0.00% | −0.00 |
| HD Home Depot Inc. | Reduce -12.9% | 0.01% | −0.00 |
| TEL Te Connectivity PLC | Sold out | 0.00% | −0.00 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.00 |
| DE Deere & Co. | Reduce -8.5% | 0.02% | −0.00 |
| RF Regions Financial Corp. | Sold out | 0.00% | −0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -36.8% | 0.00% | −0.00 |
| CUBE Cubesmart | Sold out | 0.00% | −0.00 |
| PSEC Prospect Capital Corp. | Reduce -47.2% | 0.00% | −0.00 |
| XLC SS Comm Select Sector SPDR | Reduce -2.2% | 0.61% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.3% | 0.97% | +0.07 |
Portfolio Buys Q1 2025 → Q2 2025
| DUHP Dimensional US High Profi Et | Add +57.3% | 3.80% | +1.34 |
| VOO Vanguard S&P 500 ETF | Add +6.7% | 13.90% | +1.03 |
| XLI SS Industrial Select Sector | New | 0.60% | +0.60 |
| XLK SS Technology Select Sector | New | 0.60% | +0.60 |
| VEA Vanguard Ftse Developed ETF | Add +2.0% | 11.20% | +0.50 |
| DFAE Dimensional Emerging Core Eq | Add +3.0% | 4.95% | +0.26 |
| VXF Vanguard Extended Market ETF | Add +8.1% | 2.24% | +0.22 |
| IEFA iShares Core MSCI Eafe ETF | Add +3.0% | 4.15% | +0.16 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +7.3% | 0.43% | +0.06 |
| MSFT Microsoft Corp. | Add +0.1% | 0.31% | +0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +73.6% | 0.09% | +0.03 |
| IWF iShares Russell 1000 Growth | Add +51.1% | 0.07% | +0.03 |
| ESGV Vanguard ESG US Stock ETF | Add +2.8% | 0.38% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +5.3% | 0.34% | +0.02 |
| VXUS Vanguard Total Intl Stock | Add +2.1% | 0.34% | +0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +25.1% | 0.08% | +0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | New | 0.01% | +0.01 |
| TSLA Tesla Inc. | Add +4.5% | 0.07% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +2.9% | 0.44% | +0.01 |
| EFG iShares MSCI Eafe Growth ETF | New | 0.01% | +0.01 |
| VSGX Vanguard ESG Intl Stock ETF | Add +0.1% | 0.37% | +0.01 |
| CASY Casey's General Stores Inc. | Add +1.1% | 0.06% | +0.01 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +0.3% | 0.10% | +0.00 |
| GRNY Fundstr Gran SH US LRG Cap | New | 0.00% | +0.00 |
| AJG Arthur J Gallagher & Co. | New | 0.00% | +0.00 |
| ARQQ Arqit Quantum Inc. | New | 0.00% | +0.00 |
| TIP iShares Tips Bond ETF | New | 0.00% | +0.00 |
| SMCI Super Micro Computer Inc. | New | 0.00% | +0.00 |
| SAR Saratoga Investment Corp. | New | 0.00% | +0.00 |
| PANL Pangaea Logistics Solutions | New | 0.00% | +0.00 |
| AFCG Advanced Flower Capital Inc. | Add +4.5% | 0.00% | 0.00 |
| CTRE Caretrust REIT Inc. | Add +1.3% | 0.00% | 0.00 |
| DMLP Dorchester Minerals LP | Add +3.7% | 0.00% | 0.00 |
| PFFA Virtus Infracap US Pref STCK | Add +4.0% | 0.00% | 0.00 |
| BEN Franklin Templeton Inc. | Add +1.9% | 0.00% | 0.00 |
| LAND Gladstone Land Corp. | Add +1.5% | 0.00% | 0.00 |
| HTGC Hercules Capital Inc. | Add +2.0% | 0.00% | 0.00 |
| NOG Northern Oil and Gas Inc. | Add +1.9% | 0.00% | 0.00 |
| PNNT Pennantpark Investment Corp. | Add +3.5% | 0.00% | 0.00 |
| PMT Pennymac Mortgage Investment | Add +2.8% | 0.00% | 0.00 |
| UGI Ugi Corp. | Add +1.0% | 0.00% | 0.00 |
| NAT Nordic American Tankers Ltd. | Add +2.5% | 0.00% | 0.00 |
| ABR Arbor Realty Trust Inc. | Add +2.9% | 0.00% | −0.00 |
| KMI Kinder Morgan Inc. | Add +0.9% | 0.00% | −0.00 |
| REPX Riley Exploration Permian Inc. | Add +2.0% | 0.00% | −0.00 |
| VLO Valero Energy Corp. | Add +2.0% | 0.00% | −0.00 |
| WES Western Midstream Partners L | Add +2.8% | 0.00% | −0.00 |
| XOM Exxon Mobil Corp. | Add +3.8% | 0.02% | −0.00 |
| TYL Tyler Technologies Inc. | Add +0.8% | 0.15% | −0.01 |
| VCEB Vanguard ESG US Corp. Bond | Add +0.1% | 0.15% | −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 |