West Financial Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 13, 2026), West Financial Advisors, LLC reported 236 stock positions worth $592.7 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 15.8% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 11.6%) and SS SPDR S&P 500 ETF Trust-US (SPY, 11.3%). Compared with Q3 2025, it opened 49 new positions, sold out of 6, added to 56 and reduced 37. The biggest buy was Vanguard Int-Term Corporate (VCIT, shares +29%) and the biggest sale Vanguard Total Bond Market (BND, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- DES MOINES, IA
- CIK
- 0001843684
- Portfolio Value
- $592.7M (Q4 2025)
- SEC Filing
- 0001843684-26-000001 ↗ filed Jan 13, 2026
Holdings Value
Holdings 236 stocks · $592.7M
| VOO Vanguard S&P 500 ETF | 15.82% | 149,519 | $93.8M | Reduce -7.1% |
| VEA Vanguard Ftse Developed ETF | 11.61% | 1,101,503 | $68.8M | Reduce -2.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 11.31% | 98,305 | $67.0M | Reduce -6.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 9.11% | 1,074,039 | $54.0M | Reduce -5.4% |
| BND Vanguard Total Bond Market | 8.91% | 712,921 | $52.8M | Reduce -11.7% |
| DFAE Dimensional Emerging Core Eq | 4.89% | 890,148 | $29.0M | Reduce -3.4% |
| IEFA iShares Core MSCI Eafe ETF | 4.36% | 288,939 | $25.8M | Reduce -0.8% |
| IJH iShares Core S&P Midcap ETF | 4.04% | 362,749 | $23.9M | Reduce -2.1% |
| VCIT Vanguard Int-Term Corporate | 3.61% | 255,295 | $21.4M | Add +29.1% |
| TIP iShares Tips Bond ETF | 3.27% | 176,285 | $19.4M | Add +31.7% |
| VNQ Vanguard Real Estate ETF | 2.51% | 168,126 | $14.9M | Add +2.6% |
| DFAS Dimensional US Small Cap ETF | 2.49% | 212,021 | $14.8M | Add +3.3% |
| VXF Vanguard Extended Market ETF | 2.23% | 63,139 | $13.2M | Reduce -4.2% |
| DFNM Dimensional National Muni BD | 1.54% | 189,836 | $9.1M | Reduce -2.0% |
| VIG Vanguard Dividend Apprec ETF | 1.41% | 37,960 | $8.3M | Reduce -16.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.22% | 79,153 | $7.2M | Reduce -5.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.94% | 9,021 | $5.5M | Reduce -10.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.90% | 15,914 | $5.3M | Reduce -4.6% |
| AAPL Apple Inc. | 0.73% | 15,876 | $4.3M | Reduce -14.2% |
| XLK SS Technology Select Sector | 0.67% | 27,490 | $4.0M | Add +2.5% |
| XLI SS Industrial Select Sector | 0.66% | 25,182 | $3.9M | Add +3.3% |
| XLC SS Comm Select Sector SPDR | 0.66% | 33,008 | $3.9M | Add +1.5% |
| XLY SS Consumer Disc Select Sect | 0.66% | 32,508 | $3.9M | Add +1.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.57% | 13,034 | $3.4M | Reduce -5.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.45% | 9,219 | $2.7M | Add +1.8% |
| ESGV Vanguard ESG US Stock ETF | 0.38% | 18,718 | $2.3M | Reduce -1.6% |
| VSGX Vanguard ESG Intl Stock ETF | 0.37% | 30,957 | $2.2M | Reduce -1.3% |
| VXUS Vanguard Total Intl Stock | 0.37% | 29,284 | $2.2M | Add +0.6% |
| VWO Vanguard Ftse Emerging Marke | 0.37% | 40,466 | $2.2M | Add +2.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.32% | 3,944 | $1.9M | Reduce -29.3% |
| PRF Invesco Rafi US 1000 ETF | 0.28% | 35,824 | $1.7M | Reduce -1.9% |
| MSFT Microsoft Corp. | 0.23% | 2,829 | $1.4M | Reduce -20.6% |
| SCHW Schwab (charles) Corp. | 0.21% | 12,600 | $1.3M | No change |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.16% | 3,730 | $937K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.14% | 17,002 | $844K | Add +20.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.13% | 1 | $755K | No change |
| LNT Alliant Energy Corp. | 0.12% | 10,768 | $700K | No change |
| TYL Tyler Technologies Inc. | 0.11% | 1,449 | $658K | No change |
| SUSA iShares ESG Optimized MSCI U | 0.11% | 4,622 | $644K | Reduce -0.7% |
| VCEB Vanguard ESG US Corp. Bond | 0.11% | 9,793 | $623K | Add +8.9% |
| TSLA Tesla Inc. | 0.10% | 1,333 | $599K | No change |
| DSI iShares ESG MSCI KLD 400 ETF | 0.10% | 4,572 | $589K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.09% | 2,680 | $512K | Add +0.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.08% | 2,303 | $488K | No change |
| SCHB Schwab US Broad Market ETF | 0.08% | 17,308 | $454K | Reduce -5.9% |
| ORCL Oracle Corp. | 0.08% | 2,289 | $446K | No change |
| CASY Casey's General Stores Inc. | 0.07% | 714 | $394K | Add +0.1% |
| IWF iShares Russell 1000 Growth | 0.06% | 812 | $384K | Reduce -9.1% |
| VT Vanguard Tot World STK ETF | 0.06% | 2,620 | $370K | New |
| GL Globe Life Inc. | 0.05% | 2,000 | $280K | No change |
| QCOM Qualcomm Inc. | 0.05% | 1,625 | $278K | Add +1.6% |
| AMGN Amgen Inc. | 0.04% | 784 | $257K | Add +2.6% |
| NSC Norfolk Southern Corp. | 0.04% | 846 | $244K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.04% | 788 | $233K | Add +2.9% |
| IWD iShares Russell 1000 Value E | 0.04% | 1,070 | $225K | No change |
| GOOGL Alphabet Inc. Class A | 0.04% | 680 | $213K | Reduce -73.9% |
| USB US Bancorp | 0.03% | 3,843 | $205K | Add +3.2% |
| HEDJ Wisdomtree Europe Hedged Equ | 0.03% | 3,714 | $197K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.03% | 392 | $197K | No change |
| JPM JPMorgan Chase & Co. | 0.03% | 585 | $188K | Add +3.4% |
| ITOT iShares Core S&P Total U.S. | 0.03% | 1,175 | $175K | No change |
| IEMG iShares Core MSCI Emerging | 0.03% | 2,432 | $163K | Add +0.8% |
| PFG Principal Financial Group | 0.03% | 1,806 | $159K | No change |
| SCHD Schwab US DVD Equity ETF | 0.03% | 5,651 | $155K | No change |
| UNP Union Pacific Corp. | 0.03% | 667 | $154K | No change |
| CHD Church & Dwight Co. Inc. | 0.03% | 1,808 | $152K | No change |
| ABBV Abbvie Inc. | 0.03% | 648 | $148K | Reduce -1.4% |
| CVX Chevron Corp. | 0.02% | 933 | $142K | Add +5.3% |
| META Meta Platforms Inc. Class A | 0.02% | 202 | $133K | Add +9.2% |
| GOOG Alphabet Inc. Class C | 0.02% | 423 | $133K | Reduce -82.5% |
| AVGO Broadcom Inc. | 0.02% | 379 | $131K | Add +9.9% |
| MRK Merck & Co. Inc. | 0.02% | 1,196 | $126K | Add +7.4% |
| IWM iShares Russell 2000 ETF | 0.02% | 498 | $123K | Reduce -2.4% |
| ADM Archer-Daniels-Midland Co. | 0.02% | 2,000 | $115K | No change |
| AMZN Amazon.com Inc. | 0.02% | 475 | $110K | Add +18.8% |
| IWR iShares Russell Mid-Cap ETF | 0.02% | 1,043 | $100K | Add +0.3% |
| XOM Exxon Mobil Corp. | 0.02% | 827 | $100K | Add +2.9% |
| BA The Boeing Co. | 0.02% | 433 | $94K | Reduce -31.6% |
| WFC Wells Fargo & Co. | 0.02% | 983 | $92K | Reduce -51.5% |
| TECH Bio-Techne Corp. | 0.02% | 1,556 | $92K | No change |
| NVDA Nvidia Corp. | 0.01% | 464 | $87K | Add +35.3% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.01% | 790 | $81K | Reduce -76.7% |
| EEM iShares MSCI Emerging Market | 0.01% | 1,418 | $78K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.01% | 254 | $77K | No change |
| DGRO iShares Core Dividend Growth | 0.01% | 1,098 | $76K | No change |
| KO The Coca-Cola Co. | 0.01% | 1,065 | $74K | No change |
| CMI Cummins Inc. | 0.01% | 126 | $64K | No change |
| VYM Vanguard High DVD Yield ETF | 0.01% | 427 | $61K | No change |
| HOLX Hologic Inc. | 0.01% | 816 | $61K | No change |
| WELL Welltower Inc. | 0.01% | 320 | $59K | No change |
| CTVA Corteva Inc. | 0.01% | 867 | $58K | Reduce -45.3% |
| INTC Intel Corp. | 0.01% | 1,557 | $57K | No change |
| AON Aon PLC Class A | 0.01% | 162 | $57K | No change |
| HD Home Depot Inc. | 0.01% | 162 | $56K | No change |
| PIO Invesco Global Water ETF | 0.01% | 1,250 | $55K | No change |
| V Visa Inc. Class A | 0.01% | 145 | $51K | No change |
| LLY Eli Lilly & Co. | 0.01% | 46 | $49K | No change |
| ED Consolidated Edison Inc. | 0.01% | 472 | $47K | No change |
| JBL Jabil Inc. | 0.01% | 200 | $46K | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.01% | 386 | $44K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| BND Vanguard Total Bond Market | Reduce -11.7% | 8.91% | −1.02 |
| VOO Vanguard S&P 500 ETF | Reduce -7.1% | 15.82% | −0.48 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -5.4% | 9.11% | −0.29 |
| VIG Vanguard Dividend Apprec ETF | Reduce -16.9% | 1.41% | −0.22 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -6.0% | 11.31% | −0.20 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -29.3% | 0.32% | −0.12 |
| GOOG Alphabet Inc. Class C | Reduce -82.5% | 0.02% | −0.08 |
| MSFT Microsoft Corp. | Reduce -20.6% | 0.23% | −0.07 |
| GOOGL Alphabet Inc. Class A | Reduce -73.9% | 0.04% | −0.07 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Reduce -96.4% | 0.00% | −0.07 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -10.2% | 0.94% | −0.06 |
| VXF Vanguard Extended Market ETF | Reduce -4.2% | 2.23% | −0.05 |
| AAPL Apple Inc. | Reduce -14.2% | 0.73% | −0.05 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -5.5% | 1.22% | −0.05 |
| TROW T Rowe Price Group Inc. | Reduce -76.7% | 0.01% | −0.04 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Sold out | 0.00% | −0.01 |
| XLF SS Financial Select Sector | Sold out | 0.00% | −0.01 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -5.6% | 0.57% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -51.5% | 0.02% | −0.01 |
| CTVA Corteva Inc. | Reduce -45.3% | 0.01% | −0.01 |
| DE Deere & Co. | Reduce -58.0% | 0.01% | −0.01 |
| CAT Caterpillar Inc. | Reduce -87.4% | 0.00% | −0.01 |
| BA The Boeing Co. | Reduce -31.6% | 0.02% | −0.01 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.01 |
| KR Kroger Co. | Sold out | 0.00% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.6% | 0.90% | −0.00 |
| IWF iShares Russell 1000 Growth | Reduce -9.1% | 0.06% | −0.00 |
| LOW Lowe's Cos Inc. | Reduce -33.6% | 0.01% | −0.00 |
| SCHB Schwab US Broad Market ETF | Reduce -5.9% | 0.08% | −0.00 |
| ABBV Abbvie Inc. | Reduce -1.4% | 0.03% | −0.00 |
| SCHF Schwab Intl Equity ETF | Reduce -7.9% | 0.00% | 0.00 |
| IWM iShares Russell 2000 ETF | Reduce -2.4% | 0.02% | +0.00 |
| SUSA iShares ESG Optimized MSCI U | Reduce -0.7% | 0.11% | +0.00 |
| DFNM Dimensional National Muni BD | Reduce -2.0% | 1.54% | +0.01 |
| ESGV Vanguard ESG US Stock ETF | Reduce -1.6% | 0.38% | +0.01 |
| PRF Invesco Rafi US 1000 ETF | Reduce -1.9% | 0.28% | +0.01 |
| VSGX Vanguard ESG Intl Stock ETF | Reduce -1.3% | 0.37% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.1% | 4.04% | +0.04 |
| DFAE Dimensional Emerging Core Eq | Reduce -3.4% | 4.89% | +0.09 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.8% | 4.36% | +0.16 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.1% | 11.61% | +0.47 |
Portfolio Buys Q3 2025 → Q4 2025
| VCIT Vanguard Int-Term Corporate | Add +29.1% | 3.61% | +0.86 |
| TIP iShares Tips Bond ETF | Add +31.7% | 3.27% | +0.81 |
| DFAS Dimensional US Small Cap ETF | Add +3.3% | 2.49% | +0.17 |
| VT Vanguard Tot World STK ETF | New | 0.06% | +0.06 |
| XLK SS Technology Select Sector | Add +2.5% | 0.67% | +0.04 |
| XLI SS Industrial Select Sector | Add +3.3% | 0.66% | +0.04 |
| VNQ Vanguard Real Estate ETF | Add +2.6% | 2.51% | +0.03 |
| VXUS Vanguard Total Intl Stock | Add +0.6% | 0.37% | +0.02 |
| XLC SS Comm Select Sector SPDR | Add +1.5% | 0.66% | +0.02 |
| XLY SS Consumer Disc Select Sect | Add +1.2% | 0.66% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +2.4% | 0.37% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.8% | 0.45% | +0.01 |
| VCEB Vanguard ESG US Corp. Bond | Add +8.9% | 0.11% | +0.01 |
| AMGN Amgen Inc. | Add +2.6% | 0.04% | +0.01 |
| MRK Merck & Co. Inc. | Add +7.4% | 0.02% | +0.01 |
| USB US Bancorp | Add +3.2% | 0.03% | +0.00 |
| AMZN Amazon.com Inc. | Add +18.8% | 0.02% | +0.00 |
| NVDA Nvidia Corp. | Add +35.3% | 0.01% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.2% | 0.09% | +0.00 |
| IBM Intl Business Machines Corp. | Add +2.9% | 0.04% | +0.00 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.00% | +0.00 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.00% | +0.00 |
| AVGO Broadcom Inc. | Add +9.9% | 0.02% | +0.00 |
| BN Brookfield Corp. | New | 0.00% | +0.00 |
| QCOM Qualcomm Inc. | Add +1.6% | 0.05% | +0.00 |
| FSSL FS Specialty Lending Fund | New | 0.00% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +3.4% | 0.03% | +0.00 |
| GEV GE Vernova Inc. | New | 0.00% | +0.00 |
| CSCO Cisco Systems Inc. | Add +34.6% | 0.01% | +0.00 |
| DELL Dell Technologies -C | New | 0.00% | +0.00 |
| XOM Exxon Mobil Corp. | Add +2.9% | 0.02% | +0.00 |
| ABNB Airbnb Inc. Class A | New | 0.00% | +0.00 |
| GILD Gilead Sciences Inc. | Add +49.2% | 0.00% | +0.00 |
| LNG Cheniere Energy Inc. | New | 0.00% | +0.00 |
| ISRG Intuitive Surgical Inc. | New | 0.00% | +0.00 |
| PRU Prudential Financial Inc. | Add +51.9% | 0.00% | +0.00 |
| ENB Enbridge Inc. | New | 0.00% | +0.00 |
| ACN Accenture PLC Class A | New | 0.00% | +0.00 |
| CVX Chevron Corp. | Add +5.3% | 0.02% | +0.00 |
| IEMG iShares Core MSCI Emerging | Add +0.8% | 0.03% | +0.00 |
| SLB SLB Ltd. | New | 0.00% | +0.00 |
| WEC WEC Energy Group Inc. | New | 0.00% | +0.00 |
| CB Chubb Ltd. | New | 0.00% | +0.00 |
| IVV iShares Core S&P 500 ETF | New | 0.00% | +0.00 |
| MA Mastercard Inc. Class A | New | 0.00% | +0.00 |
| PLD Prologis Inc. | New | 0.00% | +0.00 |
| STT State Street Corp. | New | 0.00% | +0.00 |
| UBER Uber Technologies Inc. | New | 0.00% | +0.00 |
| XEL Xcel Energy Inc. | New | 0.00% | +0.00 |
| BLK BlackRock Inc. | New | 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 |