West Financial Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 8, 2026), West Financial Advisors, LLC reported 192 stock positions worth $589.1 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 12.3% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 11.6%) and SS SPDR S&P 500 ETF Trust-US (SPY, 10.7%). Compared with Q4 2025, it opened 9 new positions, sold out of 54, added to 36 and reduced 51. The biggest buy was a new position in Dim US Large Cap Value ETF (DFLV) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −19%).
- Most Recent 13F
- Q2 2026
- Location
- DES MOINES, IA
- CIK
- 0001843684
- Portfolio Value
- $589.1M (Q1 2026)
- SEC Filing
- 0001843684-26-000002 ↗ filed Apr 8, 2026
Holdings Value
Holdings 192 stocks · $589.1M
| VOO Vanguard S&P 500 ETF | 12.34% | 121,611 | $72.7M | Reduce -18.7% |
| VEA Vanguard Ftse Developed ETF | 11.63% | 1,069,091 | $68.5M | Reduce -2.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 10.70% | 96,928 | $63.0M | Reduce -1.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 9.27% | 1,094,845 | $54.6M | Add +1.9% |
| BND Vanguard Total Bond Market | 8.99% | 719,344 | $53.0M | Add +0.9% |
| DFAE Dimensional Emerging Core Eq | 4.96% | 862,196 | $29.2M | Reduce -3.1% |
| IEFA iShares Core MSCI Eafe ETF | 4.39% | 285,970 | $25.9M | Reduce -1.0% |
| IJH iShares Core S&P Midcap ETF | 4.28% | 373,150 | $25.2M | Add +2.9% |
| VCIT Vanguard Int-Term Corporate | 3.62% | 257,997 | $21.3M | Add +1.1% |
| DFLV Dim US Large Cap Value ETF | 3.47% | 571,794 | $20.4M | New |
| TIP iShares Tips Bond ETF | 3.40% | 181,745 | $20.1M | Add +3.1% |
| DFAS Dimensional US Small Cap ETF | 2.58% | 213,380 | $15.2M | Add +0.6% |
| VNQ Vanguard Real Estate ETF | 2.57% | 170,379 | $15.1M | Add +1.3% |
| VXF Vanguard Extended Market ETF | 2.24% | 64,060 | $13.2M | Add +1.5% |
| DFNM Dimensional National Muni BD | 1.64% | 201,939 | $9.7M | Add +6.4% |
| VIG Vanguard Dividend Apprec ETF | 1.36% | 37,203 | $8.0M | Reduce -2.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.23% | 78,965 | $7.2M | Reduce -0.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.86% | 8,773 | $5.1M | Reduce -2.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.85% | 15,593 | $5.0M | Reduce -2.0% |
| XLE SS Energy Select Sector | 0.74% | 71,576 | $4.4M | New |
| AAPL Apple Inc. | 0.68% | 15,762 | $4.0M | Reduce -0.7% |
| XLB SS Materials Select Sector | 0.65% | 77,066 | $3.9M | New |
| XLI SS Industrial Select Sector | 0.64% | 23,246 | $3.8M | Reduce -7.7% |
| XLV SS Health Care Select Sector | 0.63% | 25,165 | $3.7M | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.58% | 13,113 | $3.4M | Add +0.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.46% | 9,466 | $2.7M | Add +2.7% |
| VWO Vanguard Ftse Emerging Marke | 0.38% | 41,861 | $2.3M | Add +3.5% |
| VSGX Vanguard ESG Intl Stock ETF | 0.37% | 30,299 | $2.2M | Reduce -2.1% |
| VXUS Vanguard Total Intl Stock | 0.36% | 27,171 | $2.1M | Reduce -7.2% |
| ESGV Vanguard ESG US Stock ETF | 0.36% | 18,660 | $2.1M | Reduce -0.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.29% | 3,935 | $1.7M | Reduce -0.2% |
| PRF Invesco Rafi US 1000 ETF | 0.29% | 35,791 | $1.7M | Reduce -0.1% |
| CASY Casey's General Stores Inc. | 0.27% | 2,177 | $1.6M | Add +204.9% |
| MSFT Microsoft Corp. | 0.17% | 2,781 | $1.0M | Reduce -1.7% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.15% | 3,730 | $882K | No change |
| SCHW Schwab (charles) Corp. | 0.14% | 9,000 | $846K | Reduce -28.6% |
| LNT Alliant Energy Corp. | 0.13% | 10,768 | $773K | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.12% | 1 | $718K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.11% | 17,293 | $664K | Add +1.7% |
| VCEB Vanguard ESG US Corp. Bond | 0.10% | 9,745 | $612K | Reduce -0.5% |
| SUSA iShares ESG Optimized MSCI U | 0.10% | 4,596 | $607K | Reduce -0.6% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.09% | 4,539 | $550K | Reduce -0.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.09% | 2,683 | $526K | Add +0.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.08% | 2,303 | $500K | No change |
| TYL Tyler Technologies Inc. | 0.08% | 1,449 | $496K | No change |
| TSLA Tesla Inc. | 0.08% | 1,333 | $496K | No change |
| SCHB Schwab US Broad Market ETF | 0.07% | 16,681 | $419K | Reduce -3.6% |
| VT Vanguard Tot World STK ETF | 0.07% | 2,789 | $386K | Add +6.5% |
| ORCL Oracle Corp. | 0.06% | 2,289 | $337K | No change |
| IWF iShares Russell 1000 Growth | 0.06% | 764 | $326K | Reduce -5.9% |
| GL Globe Life Inc. | 0.05% | 2,000 | $278K | No change |
| AMGN Amgen Inc. | 0.05% | 764 | $269K | Reduce -2.5% |
| NSC Norfolk Southern Corp. | 0.04% | 846 | $243K | No change |
| IWD iShares Russell 1000 Value E | 0.04% | 1,070 | $229K | No change |
| QCOM Qualcomm Inc. | 0.04% | 1,600 | $206K | Reduce -1.5% |
| USB US Bancorp | 0.03% | 3,725 | $194K | Reduce -3.1% |
| HEDJ Wisdomtree Europe Hedged Equ | 0.03% | 3,558 | $186K | Reduce -4.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.03% | 766 | $186K | Reduce -2.8% |
| CVX Chevron Corp. | 0.03% | 886 | $183K | Reduce -5.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.03% | 379 | $182K | Reduce -3.3% |
| SCHD Schwab US DVD Equity ETF | 0.03% | 5,651 | $173K | No change |
| GOOGL Alphabet Inc. Class A | 0.03% | 601 | $173K | Reduce -11.6% |
| IEMG iShares Core MSCI Emerging | 0.03% | 2,432 | $170K | No change |
| CHD Church & Dwight Co. Inc. | 0.03% | 1,808 | $169K | No change |
| ITOT iShares Core S&P Total U.S. | 0.03% | 1,175 | $167K | No change |
| JPM JPMorgan Chase & Co. | 0.03% | 566 | $166K | Reduce -3.3% |
| PFG Principal Financial Group | 0.03% | 1,806 | $163K | No change |
| UNP Union Pacific Corp. | 0.03% | 667 | $162K | No change |
| ADM Archer-Daniels-Midland Co. | 0.02% | 2,000 | $145K | No change |
| MRK Merck & Co. Inc. | 0.02% | 1,114 | $134K | Reduce -6.9% |
| IWM iShares Russell 2000 ETF | 0.02% | 498 | $124K | No change |
| GOOG Alphabet Inc. Class C | 0.02% | 423 | $121K | No change |
| AVGO Broadcom Inc. | 0.02% | 345 | $107K | Reduce -9.0% |
| META Meta Platforms Inc. Class A | 0.02% | 185 | $106K | Reduce -8.4% |
| IWR iShares Russell Mid-Cap ETF | 0.02% | 1,043 | $101K | No change |
| XOM Exxon Mobil Corp. | 0.02% | 572 | $97K | Reduce -30.8% |
| BA The Boeing Co. | 0.01% | 433 | $86K | No change |
| AMZN Amazon.com Inc. | 0.01% | 400 | $83K | Reduce -15.8% |
| TECH Bio-Techne Corp. | 0.01% | 1,556 | $81K | No change |
| KO The Coca-Cola Co. | 0.01% | 1,065 | $81K | No change |
| EEM iShares MSCI Emerging Market | 0.01% | 1,418 | $81K | No change |
| WFC Wells Fargo & Co. | 0.01% | 972 | $77K | Reduce -1.1% |
| DGRO iShares Core Dividend Growth | 0.01% | 1,098 | $77K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.01% | 254 | $77K | No change |
| CTVA Corteva Inc. | 0.01% | 867 | $73K | No change |
| INTC Intel Corp. | 0.01% | 1,557 | $69K | No change |
| CMI Cummins Inc. | 0.01% | 126 | $68K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.01% | 736 | $66K | Reduce -6.8% |
| WELL Welltower Inc. | 0.01% | 320 | $63K | No change |
| HOLX Hologic Inc. | 0.01% | 816 | $62K | No change |
| NVDA Nvidia Corp. | 0.01% | 343 | $60K | Reduce -26.1% |
| PIO Invesco Global Water ETF | 0.01% | 1,250 | $54K | No change |
| ED Consolidated Edison Inc. | 0.01% | 472 | $53K | No change |
| LRCX Lam Research Corp. | 0.01% | 250 | $53K | No change |
| HD Home Depot Inc. | 0.01% | 162 | $53K | No change |
| JBL Jabil Inc. | 0.01% | 200 | $53K | No change |
| AON Aon PLC Class A | 0.01% | 162 | $52K | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.01% | 430 | $48K | Add +11.4% |
| GLD SPDR Gold Shares | 0.01% | 111 | $48K | New |
| MAR Marriott International Class A | 0.01% | 135 | $44K | No change |
Lines left out (1) · $1 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| PLTR Palantir Technologies Inc. Class A | CL A | 0 | $1 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $589.1M.
Portfolio Sells Q4 2025 → Q1 2026
| VOO Vanguard S&P 500 ETF | Reduce -18.7% | 12.34% | −3.49 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −0.67 |
| XLC SS Comm Select Sector SPDR | Sold out | 0.00% | −0.66 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −0.66 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.4% | 10.70% | −0.61 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.8% | 0.86% | −0.08 |
| SCHW Schwab (charles) Corp. | Reduce -28.6% | 0.14% | −0.07 |
| MSFT Microsoft Corp. | Reduce -1.7% | 0.17% | −0.06 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.0% | 0.85% | −0.05 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.0% | 1.36% | −0.05 |
| AAPL Apple Inc. | Reduce -0.7% | 0.68% | −0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.2% | 0.29% | −0.03 |
| ESGV Vanguard ESG US Stock ETF | Reduce -0.3% | 0.36% | −0.03 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.03 |
| XLI SS Industrial Select Sector | Reduce -7.7% | 0.64% | −0.02 |
| VXUS Vanguard Total Intl Stock | Reduce -7.2% | 0.36% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -1.5% | 0.04% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -5.9% | 0.06% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -2.8% | 0.03% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -11.6% | 0.03% | −0.01 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -0.7% | 0.09% | −0.01 |
| SUSA iShares ESG Optimized MSCI U | Reduce -0.6% | 0.10% | −0.01 |
| SCHB Schwab US Broad Market ETF | Reduce -3.6% | 0.07% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -53.2% | 0.01% | −0.01 |
| VSGX Vanguard ESG Intl Stock ETF | Reduce -2.1% | 0.37% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -8.4% | 0.02% | −0.00 |
| AMZN Amazon.com Inc. | Reduce -15.8% | 0.01% | −0.00 |
| NVDA Nvidia Corp. | Reduce -26.1% | 0.01% | −0.00 |
| AVGO Broadcom Inc. | Reduce -9.0% | 0.02% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -3.3% | 0.03% | −0.00 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.00 |
| BN Brookfield Corp. | Sold out | 0.00% | −0.00 |
| SBUX Starbucks Corp. | Reduce -40.2% | 0.00% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.3% | 0.03% | −0.00 |
| TROW T Rowe Price Group Inc. | Reduce -6.8% | 0.01% | −0.00 |
| PRU Prudential Financial Inc. | Reduce -58.8% | 0.00% | −0.00 |
| WFC Wells Fargo & Co. | Reduce -1.1% | 0.01% | −0.00 |
| GEV GE Vernova Inc. | Sold out | 0.00% | −0.00 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.00 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -50.0% | 0.00% | −0.00 |
| USB US Bancorp | Reduce -3.1% | 0.03% | −0.00 |
| HEDJ Wisdomtree Europe Hedged Equ | Reduce -4.2% | 0.03% | −0.00 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.00 |
| LNG Cheniere Energy Inc. | Sold out | 0.00% | −0.00 |
| DE Deere & Co. | Reduce -39.7% | 0.00% | −0.00 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.00 |
| ENB Enbridge Inc. | Sold out | 0.00% | −0.00 |
| FSSL FS Specialty Lending Fund | Reduce -50.1% | 0.00% | −0.00 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.00 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| DFLV Dim US Large Cap Value ETF | New | 3.47% | +3.47 |
| XLE SS Energy Select Sector | New | 0.74% | +0.74 |
| XLB SS Materials Select Sector | New | 0.65% | +0.65 |
| XLV SS Health Care Select Sector | New | 0.63% | +0.63 |
| IJH iShares Core S&P Midcap ETF | Add +2.9% | 4.28% | +0.24 |
| CASY Casey's General Stores Inc. | Add +204.9% | 0.27% | +0.20 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +1.9% | 9.27% | +0.16 |
| TIP iShares Tips Bond ETF | Add +3.1% | 3.40% | +0.14 |
| DFNM Dimensional National Muni BD | Add +6.4% | 1.64% | +0.10 |
| DFAS Dimensional US Small Cap ETF | Add +0.6% | 2.58% | +0.08 |
| BND Vanguard Total Bond Market | Add +0.9% | 8.99% | +0.08 |
| VNQ Vanguard Real Estate ETF | Add +1.3% | 2.57% | +0.06 |
| VWO Vanguard Ftse Emerging Marke | Add +3.5% | 0.38% | +0.02 |
| VCIT Vanguard Int-Term Corporate | Add +1.1% | 3.62% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.6% | 0.58% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +2.7% | 0.46% | +0.01 |
| VXF Vanguard Extended Market ETF | Add +1.5% | 2.24% | +0.01 |
| GLD SPDR Gold Shares | New | 0.01% | +0.01 |
| VT Vanguard Tot World STK ETF | Add +6.5% | 0.07% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.1% | 0.09% | +0.00 |
| MUB iShares National Muni Bond E | Add +159.6% | 0.00% | +0.00 |
| EFG iShares MSCI Eafe Growth ETF | Add +11.4% | 0.01% | +0.00 |
| NAT Nordic American Tankers Ltd. | Add +3.0% | 0.00% | +0.00 |
| BKSY Blacksky Technology Inc. | New | 0.00% | +0.00 |
| SCHF Schwab Intl Equity ETF | Add +31.5% | 0.00% | +0.00 |
| PFFA Virtus Infracap US Pref STCK | Add +374.1% | 0.00% | +0.00 |
| GTBP GT Biopharma Inc. | New | 0.00% | +0.00 |
| KMI Kinder Morgan Inc. | Add +0.9% | 0.00% | +0.00 |
| REPX Riley Exploration Permian Inc. | Add +0.9% | 0.00% | +0.00 |
| SPIR Spire Global Inc. | New | 0.00% | +0.00 |
| PANL Pangaea Logistics Solutions | Add +100.0% | 0.00% | +0.00 |
| MCK McKesson Corp. | New | 0.00% | +0.00 |
| NOG Northern Oil and Gas Inc. | Add +1.8% | 0.00% | +0.00 |
| SIRI Sirius XM Holdings Inc. | Add +1.3% | 0.00% | +0.00 |
| WES Western Midstream Partners L | Add +1.7% | 0.00% | +0.00 |
| DMLP Dorchester Minerals LP | Add +3.5% | 0.00% | 0.00 |
| LAND Gladstone Land Corp. | Add +1.4% | 0.00% | 0.00 |
| HTGC Hercules Capital Inc. | Add +1.8% | 0.00% | 0.00 |
| IMMR Immersion Corporation | Add +1.0% | 0.00% | 0.00 |
| PMT Pennymac Mortgage Investment | Add +2.5% | 0.00% | 0.00 |
| SAR Saratoga Investment Corp. | Add +3.7% | 0.00% | 0.00 |
| UGI Ugi Corp. | Add +1.0% | 0.00% | 0.00 |
| PNNT Pennantpark Investment Corp. | Add +4.5% | 0.00% | −0.00 |
| AJG Arthur J Gallagher & Co. | Add +6.0% | 0.00% | −0.00 |
| IBIT iShares Bitcoin Trust ETF | Add +1.7% | 0.11% | −0.03 |
Notes & Other Activity Q4 2025 → Q1 2026
| PLTR Palantir Technologies Inc. Class A | CL A | New | 0 | $1 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |