West Financial Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 14, 2025), West Financial Advisors, LLC reported 193 stock positions worth $605.0 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 16.3% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 11.5%) and Vanguard Ftse Developed ETF (VEA, 11.1%). Compared with Q2 2025, it opened 5 new positions, sold out of 19, added to 42 and reduced 43. The biggest buy was iShares Tips Bond ETF (TIP, shares +669275%) and the biggest sale Dimensional US High Profi Et (DUHP, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- DES MOINES, IA
- CIK
- 0001843684
- Portfolio Value
- $605.0M (Q3 2025)
- SEC Filing
- 0001843684-25-000007 ↗ filed Oct 14, 2025
Holdings Value
Holdings 193 stocks · $605.0M
| VOO Vanguard S&P 500 ETF | 16.30% | 161,020 | $98.6M | Add +14.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 11.51% | 104,554 | $69.7M | Reduce -1.4% |
| VEA Vanguard Ftse Developed ETF | 11.14% | 1,125,129 | $67.4M | Reduce -0.4% |
| BND Vanguard Total Bond Market | 9.93% | 807,414 | $60.0M | Reduce -2.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 9.40% | 1,135,745 | $56.9M | Reduce -0.2% |
| DFAE Dimensional Emerging Core Eq | 4.80% | 921,548 | $29.1M | Reduce -6.2% |
| IEFA iShares Core MSCI Eafe ETF | 4.21% | 291,385 | $25.4M | Add +2.1% |
| IJH iShares Core S&P Midcap ETF | 4.00% | 370,691 | $24.2M | Reduce -4.5% |
| VCIT Vanguard Int-Term Corporate | 2.75% | 197,795 | $16.6M | Add +1.9% |
| VNQ Vanguard Real Estate ETF | 2.48% | 163,903 | $15.0M | Add +918.9% |
| TIP iShares Tips Bond ETF | 2.46% | 133,875 | $14.9M | Add +669275.0% |
| DFAS Dimensional US Small Cap ETF | 2.32% | 205,245 | $14.1M | Reduce -3.2% |
| VXF Vanguard Extended Market ETF | 2.28% | 65,935 | $13.8M | Reduce -1.4% |
| VIG Vanguard Dividend Apprec ETF | 1.63% | 45,656 | $9.9M | Reduce -1.1% |
| DFNM Dimensional National Muni BD | 1.54% | 193,740 | $9.3M | Add +3.3% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.27% | 83,743 | $7.7M | Add +4.2% |
| QQQ Invesco QQQ Trust Series 1 | 1.00% | 10,042 | $6.0M | Reduce -0.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.91% | 16,685 | $5.5M | Reduce -0.7% |
| AAPL Apple Inc. | 0.78% | 18,498 | $4.7M | Add +1.7% |
| XLC SS Comm Select Sector SPDR | 0.64% | 32,534 | $3.9M | Add +1.0% |
| XLY SS Consumer Disc Select Sect | 0.64% | 16,066 | $3.9M | Add +4611.4% |
| XLK SS Technology Select Sector | 0.62% | 13,413 | $3.8M | Reduce -0.7% |
| XLI SS Industrial Select Sector | 0.62% | 24,385 | $3.8M | Add +5.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.58% | 13,811 | $3.5M | Add +0.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.44% | 5,578 | $2.7M | Reduce -0.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.44% | 9,057 | $2.7M | Reduce -0.4% |
| ESGV Vanguard ESG US Stock ETF | 0.37% | 19,030 | $2.3M | Reduce -5.0% |
| VSGX Vanguard ESG Intl Stock ETF | 0.36% | 31,372 | $2.2M | Reduce -2.9% |
| VWO Vanguard Ftse Emerging Marke | 0.35% | 39,520 | $2.1M | Reduce -0.5% |
| VXUS Vanguard Total Intl Stock | 0.35% | 29,101 | $2.1M | Add +1.7% |
| MSFT Microsoft Corp. | 0.31% | 3,564 | $1.8M | Add +0.7% |
| PRF Invesco Rafi US 1000 ETF | 0.27% | 36,527 | $1.7M | Reduce -1.2% |
| SCHW Schwab (charles) Corp. | 0.20% | 12,600 | $1.2M | No change |
| IBIT iShares Bitcoin Trust ETF | 0.15% | 14,125 | $918K | Add +1050.2% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.15% | 3,730 | $910K | No change |
| TYL Tyler Technologies Inc. | 0.13% | 1,449 | $758K | Add +0.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.12% | 1 | $754K | No change |
| LNT Alliant Energy Corp. | 0.12% | 10,768 | $726K | No change |
| ORCL Oracle Corp. | 0.11% | 2,289 | $644K | No change |
| GOOGL Alphabet Inc. Class A | 0.10% | 2,601 | $632K | No change |
| SUSA iShares ESG Optimized MSCI U | 0.10% | 4,654 | $631K | Reduce -10.7% |
| TSLA Tesla Inc. | 0.10% | 1,333 | $593K | No change |
| GOOG Alphabet Inc. Class C | 0.10% | 2,423 | $590K | Add +0.8% |
| VCEB Vanguard ESG US Corp. Bond | 0.10% | 8,996 | $578K | Reduce -32.8% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.10% | 4,572 | $576K | Reduce -8.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.08% | 2,675 | $499K | Reduce -3.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.08% | 2,303 | $481K | Reduce -0.9% |
| SCHB Schwab US Broad Market ETF | 0.08% | 18,390 | $473K | Reduce -4.2% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.07% | 4,406 | $422K | Reduce -97.0% |
| IWF iShares Russell 1000 Growth | 0.07% | 893 | $418K | No change |
| CASY Casey's General Stores Inc. | 0.07% | 713 | $403K | Add +0.1% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.06% | 3,385 | $347K | No change |
| GL Globe Life Inc. | 0.05% | 2,000 | $286K | No change |
| QCOM Qualcomm Inc. | 0.04% | 1,600 | $266K | Reduce -4.4% |
| NSC Norfolk Southern Corp. | 0.04% | 846 | $254K | No change |
| IWD iShares Russell 1000 Value E | 0.04% | 1,070 | $218K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.04% | 766 | $216K | No change |
| AMGN Amgen Inc. | 0.04% | 764 | $216K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.03% | 392 | $197K | Add +1.6% |
| HEDJ Wisdomtree Europe Hedged Equ | 0.03% | 3,714 | $187K | No change |
| USB US Bancorp | 0.03% | 3,725 | $180K | No change |
| JPM JPMorgan Chase & Co. | 0.03% | 566 | $179K | No change |
| ITOT iShares Core S&P Total U.S. | 0.03% | 1,175 | $171K | No change |
| WFC Wells Fargo & Co. | 0.03% | 2,026 | $170K | Add +0.1% |
| IEMG iShares Core MSCI Emerging | 0.03% | 2,414 | $159K | No change |
| CHD Church & Dwight Co. Inc. | 0.03% | 1,808 | $158K | No change |
| UNP Union Pacific Corp. | 0.03% | 667 | $158K | No change |
| SCHD Schwab US DVD Equity ETF | 0.03% | 5,651 | $154K | No change |
| ABBV Abbvie Inc. | 0.03% | 657 | $152K | No change |
| PFG Principal Financial Group | 0.02% | 1,806 | $150K | Reduce -1.3% |
| HON Honeywell International Inc. | 0.02% | 664 | $140K | Reduce -4.5% |
| CVX Chevron Corp. | 0.02% | 886 | $138K | No change |
| BA The Boeing Co. | 0.02% | 633 | $137K | No change |
| META Meta Platforms Inc. Class A | 0.02% | 185 | $136K | Add +117.7% |
| IWM iShares Russell 2000 ETF | 0.02% | 510 | $123K | Reduce -2.1% |
| ADM Archer-Daniels-Midland Co. | 0.02% | 2,000 | $119K | No change |
| AVGO Broadcom Inc. | 0.02% | 345 | $114K | No change |
| CTVA Corteva Inc. | 0.02% | 1,585 | $107K | Add +21.6% |
| IWR iShares Russell Mid-Cap ETF | 0.02% | 1,040 | $100K | No change |
| MRK Merck & Co. Inc. | 0.02% | 1,114 | $93K | Reduce -3.9% |
| XOM Exxon Mobil Corp. | 0.01% | 804 | $91K | Reduce -20.9% |
| AMZN Amazon.com Inc. | 0.01% | 400 | $88K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.01% | 1,004 | $88K | No change |
| TECH Bio-Techne Corp. | 0.01% | 1,556 | $87K | No change |
| XLF SS Financial Select Sector | 0.01% | 1,533 | $83K | Reduce -97.7% |
| ABT Abbott Laboratories | 0.01% | 616 | $83K | No change |
| DE Deere & Co. | 0.01% | 174 | $79K | Add +1.2% |
| EEM iShares MSCI Emerging Market | 0.01% | 1,418 | $76K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.01% | 254 | $76K | No change |
| DGRO iShares Core Dividend Growth | 0.01% | 1,098 | $75K | No change |
| KO The Coca-Cola Co. | 0.01% | 1,065 | $71K | Reduce -9.7% |
| HD Home Depot Inc. | 0.01% | 162 | $66K | No change |
| LOW Lowe's Cos Inc. | 0.01% | 256 | $64K | No change |
| NVDA Nvidia Corp. | 0.01% | 343 | $64K | No change |
| VYM Vanguard High DVD Yield ETF | 0.01% | 427 | $60K | No change |
| AON Aon PLC Class A | 0.01% | 162 | $58K | New |
| WELL Welltower Inc. | 0.01% | 320 | $57K | No change |
| PIO Invesco Global Water ETF | 0.01% | 1,250 | $56K | No change |
| HOLX Hologic Inc. | 0.01% | 816 | $55K | No change |
| CMI Cummins Inc. | 0.01% | 126 | $53K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| DUHP Dimensional US High Profi Et | Reduce -100.0% | 0.00% | −3.80 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Reduce -97.0% | 0.07% | −2.32 |
| BND Vanguard Total Bond Market | Reduce -2.4% | 9.93% | −0.68 |
| XLF SS Financial Select Sector | Reduce -97.7% | 0.01% | −0.59 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -0.2% | 9.40% | −0.31 |
| IJH iShares Core S&P Midcap ETF | Reduce -4.5% | 4.00% | −0.19 |
| DFAE Dimensional Emerging Core Eq | Reduce -6.2% | 4.80% | −0.15 |
| MUB iShares National Muni Bond E | Reduce -99.9% | 0.00% | −0.10 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.4% | 11.14% | −0.06 |
| VCEB Vanguard ESG US Corp. Bond | Reduce -32.8% | 0.10% | −0.05 |
| DFAS Dimensional US Small Cap ETF | Reduce -3.2% | 2.32% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.1% | 1.63% | −0.02 |
| VIGI Vanguard Int Div App Indx FD | Sold out | 0.00% | −0.01 |
| SUSA iShares ESG Optimized MSCI U | Reduce -10.7% | 0.10% | −0.01 |
| QCRH QCR Holdings Inc. | Sold out | 0.00% | −0.01 |
| ESGV Vanguard ESG US Stock ETF | Reduce -5.0% | 0.37% | −0.01 |
| VSGX Vanguard ESG Intl Stock ETF | Reduce -2.9% | 0.36% | −0.01 |
| XEL Xcel Energy Inc. | Sold out | 0.00% | −0.01 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -8.0% | 0.10% | −0.01 |
| HON Honeywell International Inc. | Reduce -4.5% | 0.02% | −0.01 |
| BALL Ball Corp. | Sold out | 0.00% | −0.00 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.00 |
| XOM Exxon Mobil Corp. | Reduce -20.9% | 0.01% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -46.2% | 0.00% | −0.00 |
| D Dominion Energy Inc. | Sold out | 0.00% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.4% | 0.44% | −0.00 |
| KO The Coca-Cola Co. | Reduce -9.7% | 0.01% | −0.00 |
| JCI Johnson Controls Internation | Sold out | 0.00% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -3.3% | 0.08% | −0.00 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.00 |
| KR Kroger Co. | Reduce -20.9% | 0.01% | −0.00 |
| QCOM Qualcomm Inc. | Reduce -4.4% | 0.04% | −0.00 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.00 |
| EFA iShares MSCI Eafe ETF | Sold out | 0.00% | −0.00 |
| AFL Aflac Inc. | Sold out | 0.00% | −0.00 |
| DIS The Walt Disney Co. | Reduce -94.5% | 0.00% | −0.00 |
| YUM Yum! Brands Inc. | Sold out | 0.00% | −0.00 |
| SCHB Schwab US Broad Market ETF | Reduce -4.2% | 0.08% | −0.00 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.00 |
| CLX Clorox Company | Sold out | 0.00% | −0.00 |
| MCD McDonald's Corp. | Reduce -16.8% | 0.01% | −0.00 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -48.8% | 0.00% | −0.00 |
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −0.00 |
| MRK Merck & Co. Inc. | Reduce -3.9% | 0.02% | −0.00 |
| PFG Principal Financial Group | Reduce -1.3% | 0.02% | −0.00 |
| BASE Couchbase Inc. | Sold out | 0.00% | −0.00 |
| IYY iShares Dow Jones U.S. ETF | Reduce -8.8% | 0.00% | −0.00 |
| XIFR XPLR Infrastructure LP | Sold out | 0.00% | −0.00 |
| DFAU Dimensional US Core Equity M | Reduce -4.3% | 0.00% | 0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| TIP iShares Tips Bond ETF | Add +669275.0% | 2.46% | +2.46 |
| VOO Vanguard S&P 500 ETF | Add +14.5% | 16.30% | +2.40 |
| VNQ Vanguard Real Estate ETF | Add +918.9% | 2.48% | +2.23 |
| XLY SS Consumer Disc Select Sect | Add +4611.4% | 0.64% | +0.62 |
| IBIT iShares Bitcoin Trust ETF | Add +1050.2% | 0.15% | +0.14 |
| AAPL Apple Inc. | Add +1.7% | 0.78% | +0.13 |
| IEFA iShares Core MSCI Eafe ETF | Add +2.1% | 4.21% | +0.06 |
| XLC SS Comm Select Sector SPDR | Add +1.0% | 0.64% | +0.03 |
| XLI SS Industrial Select Sector | Add +5.1% | 0.62% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +0.8% | 0.10% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.7% | 0.58% | +0.01 |
| META Meta Platforms Inc. Class A | Add +117.7% | 0.02% | +0.01 |
| AON Aon PLC Class A | New | 0.01% | +0.01 |
| VXUS Vanguard Total Intl Stock | Add +1.7% | 0.35% | +0.01 |
| CASY Casey's General Stores Inc. | Add +0.1% | 0.07% | +0.00 |
| CTVA Corteva Inc. | Add +21.6% | 0.02% | +0.00 |
| SIRI Sirius XM Holdings Inc. | New | 0.00% | +0.00 |
| FCX Freeport-McMoran Inc. | New | 0.00% | +0.00 |
| FSM Fortuna Mining Corp. | New | 0.00% | +0.00 |
| CTRE Caretrust REIT Inc. | Add +0.7% | 0.00% | +0.00 |
| AFCG Advanced Flower Capital Inc. | Add +3.4% | 0.00% | 0.00 |
| ABR Arbor Realty Trust Inc. | Add +2.8% | 0.00% | 0.00 |
| PFFA Virtus Infracap US Pref STCK | Add +3.9% | 0.00% | 0.00 |
| BEN Franklin Templeton Inc. | Add +1.9% | 0.00% | 0.00 |
| AJG Arthur J Gallagher & Co. | Add +9.1% | 0.00% | 0.00 |
| LAND Gladstone Land Corp. | Add +1.5% | 0.00% | 0.00 |
| HTGC Hercules Capital Inc. | Add +1.9% | 0.00% | 0.00 |
| IMMR Immersion Corporation | Add +1.0% | 0.00% | 0.00 |
| NOG Northern Oil and Gas Inc. | Add +1.9% | 0.00% | 0.00 |
| PNNT Pennantpark Investment Corp. | Add +4.9% | 0.00% | 0.00 |
| PMT Pennymac Mortgage Investment | Add +2.7% | 0.00% | 0.00 |
| PR Permian Resources Corp. Class A | Add +1.5% | 0.00% | 0.00 |
| PSEC Prospect Capital Corp. | Add +4.7% | 0.00% | 0.00 |
| REPX Riley Exploration Permian Inc. | Add +1.0% | 0.00% | 0.00 |
| SAR Saratoga Investment Corp. | Add +2.0% | 0.00% | 0.00 |
| S Sentinelone Inc. Class A | New | 0.00% | 0.00 |
| WES Western Midstream Partners L | Add +1.8% | 0.00% | 0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.6% | 0.03% | −0.00 |
| KMI Kinder Morgan Inc. | Add +0.9% | 0.00% | −0.00 |
| UGI Ugi Corp. | Add +1.0% | 0.00% | −0.00 |
| WFC Wells Fargo & Co. | Add +0.1% | 0.03% | −0.00 |
| MSFT Microsoft Corp. | Add +0.7% | 0.31% | −0.00 |
| DE Deere & Co. | Add +1.2% | 0.01% | −0.00 |
| DFNM Dimensional National Muni BD | Add +3.3% | 1.54% | −0.01 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +4.2% | 1.27% | −0.01 |
| TYL Tyler Technologies Inc. | Add +0.6% | 0.13% | −0.02 |
| VCIT Vanguard Int-Term Corporate | Add +1.9% | 2.75% | −0.05 |
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 |