West Michigan Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 21, 2026), West Michigan Advisors, LLC reported 295 stock positions worth $526.1 million. Its top holding was Gentex (GNTX) at 8.7% of the portfolio, followed by Amplify CWP Enhanced DIV Inm ETF (3.0%) and Defender Risk Adotv 500 ETF (SPDF, 2.7%). Compared with Q1 2026, it opened 56 new positions, sold out of 59, added to 114 and reduced 108. The biggest buy was a new position in Amplify CWP Enhanced DIV Inm ETF and the biggest sale an exit from Amplify CWP Enhan Divid ETF (DIVO).
- Most Recent 13F
- Q2 2026
- Location
- HOLLAND, MI
- CIK
- 0001909879
- Portfolio Value
- $526.1M (Q2 2026)
- SEC Filing
- 0001765380-26-000412 ↗ filed Aug 21, 2026
Holdings Value
Holdings 295 stocks · $526.1M
| GNTX Gentex Corp. | 8.68% | 1,807,608 | $45.7M | Add +0.8% |
| Amplify CWP Enhanced DIV Inm ETF | 2.96% | 340,800 | $15.6M | New |
| SPDF Defender Risk Adotv 500 ETF | 2.71% | 519,876 | $14.3M | New |
| Apple Inc | 2.51% | 45,583 | $13.2M | New |
| NVDA Nvidia Corp. | 2.36% | 62,075 | $12.4M | Add +2.1% |
| MSFT Microsoft Corp. | 1.91% | 26,883 | $10.0M | Reduce -5.1% |
| BOXX Alpha Architect 1-3 MNTH Box | 1.47% | 65,868 | $7.7M | Add +52.8% |
| VOO Vanguard S&P 500 ETF | 1.37% | 10,509 | $7.2M | Reduce -0.8% |
| SGOV iShares 0-3 Month Treasury B | 1.35% | 70,665 | $7.1M | Add +43.7% |
| INTC Intel Corp. | 1.29% | 48,685 | $6.8M | Reduce -22.9% |
| AVGO Broadcom Inc. | 1.27% | 17,706 | $6.7M | Reduce -5.8% |
| QQQ Invesco QQQ Trust Series 1 | 1.23% | 8,796 | $6.5M | Add +46.4% |
| JPM JPMorgan Chase & Co. | 1.19% | 19,178 | $6.3M | Add +1.8% |
| Advanced Micro Device In | 1.16% | 10,509 | $6.1M | New |
| MRK Merck & Co. Inc. | 1.09% | 44,438 | $5.7M | Add +1.5% |
| SNDK Sandisk Corp. | 1.06% | 2,462 | $5.6M | Add +91.3% |
| MU Micron Technology Inc. | 1.06% | 4,825 | $5.6M | Add +131.1% |
| Apple | 1.02% | 18,600 | $5.4M | No change |
| COHR Coherent Corp. | 1.01% | 13,477 | $5.3M | Add +158.6% |
| American Express Co. | 1.01% | 15,671 | $5.3M | New |
| WDC Western Digital Corp. | 1.00% | 8,277 | $5.3M | Add +165.5% |
| RVMD Revolution Medicines Inc. | 0.97% | 27,348 | $5.1M | Add +232.8% |
| ITW Illinois Tool Works | 0.96% | 18,636 | $5.1M | Add +24.0% |
| HBAN Huntington Bancshares Inc. | 0.95% | 279,653 | $5.0M | Reduce -11.1% |
| GILD Gilead Sciences Inc. | 0.95% | 39,458 | $5.0M | Add +32.4% |
| CMCSA Comcast Corp. Class A | 0.95% | 202,825 | $5.0M | Add +37.7% |
| QCOM Qualcomm Inc. | 0.95% | 26,922 | $5.0M | Reduce -26.3% |
| ALLE Allegion PLC | 0.94% | 35,150 | $4.9M | Add +33.0% |
| MO Altria Group Inc. | 0.91% | 65,314 | $4.8M | Add +10.9% |
| BMY Bristol-Myers Squibb Co. | 0.90% | 82,237 | $4.7M | Add +23.4% |
| EOG EOG Resources Inc. | 0.89% | 36,089 | $4.7M | Add +17.6% |
| NEM Newmont Corp. | 0.86% | 48,690 | $4.5M | Add +14.1% |
| HAS Hasbro Inc. | 0.86% | 54,474 | $4.5M | Add +32.0% |
| ETN Eaton Corp. PLC | 0.85% | 10,521 | $4.5M | Reduce -3.5% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.83% | 103,584 | $4.4M | Add +2.4% |
| Amazon.Com Inc | 0.82% | 18,192 | $4.3M | New |
| QQQI Neos Nasdaq-100 High Inc. ETF | 0.82% | 76,126 | $4.3M | Add +14.6% |
| GLD SPDR Gold Shares | 0.82% | 11,669 | $4.3M | Add +31.5% |
| ABBV Abbvie Inc. | 0.81% | 16,983 | $4.3M | Reduce -0.3% |
| LITE Lumentum Holdings Inc. | 0.79% | 4,843 | $4.2M | Add +327.4% |
| CIEN Ciena Corp. | 0.78% | 8,375 | $4.1M | Add +229.7% |
| MPC Marathon Petroleum Corp. | 0.78% | 16,002 | $4.1M | Add +2.5% |
| WMT Walmart Inc. | 0.77% | 35,924 | $4.1M | Reduce -1.8% |
| RKLB Rocket Lab Corp. | 0.73% | 37,719 | $3.8M | Add +245.9% |
| LDOS Leidos Holdings Inc. | 0.72% | 36,848 | $3.8M | Add +57.8% |
| SPYI Neos S&P 500 High Income ETF | 0.72% | 71,133 | $3.8M | Add +56.6% |
| Analog Devices Inc | 0.63% | 8,367 | $3.3M | New |
| EFA iShares MSCI Eafe ETF | 0.58% | 29,299 | $3.0M | Add +10.8% |
| QDPL Pacer Met US LRG Cap DVD 400 | 0.56% | 65,419 | $2.9M | Reduce -3.0% |
| GOOGL Alphabet Inc. Class A | 0.53% | 7,740 | $2.8M | Reduce -52.4% |
| CB Chubb Ltd. | 0.50% | 7,781 | $2.7M | Reduce -0.5% |
| JCI Johnson Controls Internation | 0.49% | 17,728 | $2.6M | Reduce -4.3% |
| JNJ Johnson & Johnson | 0.49% | 10,207 | $2.6M | Add +0.8% |
| LLY Eli Lilly & Co. | 0.49% | 2,160 | $2.6M | Reduce -5.0% |
| VZ Verizon Communications Inc. | 0.49% | 60,822 | $2.6M | Reduce -4.9% |
| CRM Salesforce Inc. | 0.49% | 16,367 | $2.6M | Reduce -1.0% |
| Applied Matls Incorporated | 0.48% | 3,465 | $2.5M | New |
| IWF iShares Russell 1000 Growth | 0.47% | 19,929 | $2.5M | Reduce -11.6% |
| NEE Nextera Energy Inc. | 0.46% | 27,394 | $2.4M | Reduce -7.8% |
| MSI Motorola Solutions Inc. | 0.45% | 5,733 | $2.4M | Add +6.4% |
| META Meta Platforms Inc. Class A | 0.45% | 4,170 | $2.3M | Reduce -9.9% |
| HD Home Depot Inc. | 0.44% | 6,592 | $2.3M | Add +7.3% |
| JCPB JPMorgan Core Plus Bond ETF | 0.43% | 48,686 | $2.3M | Reduce -0.7% |
| UNP Union Pacific Corp. | 0.42% | 8,091 | $2.2M | Add +1.1% |
| JPST JPMorgan Ultra-Short Income | 0.42% | 43,311 | $2.2M | Reduce -3.8% |
| IMTM iShares MSCI Intl Momentum F | 0.41% | 40,860 | $2.2M | Add +15.3% |
| AGG iShares Core U.S. Aggregate | 0.41% | 21,808 | $2.2M | Add +3.7% |
| SPHQ Invesco S&P 500 Quality ETF | 0.41% | 23,865 | $2.2M | Reduce -11.8% |
| LRCX Lam Research Corp. | 0.39% | 4,738 | $2.1M | Reduce -6.3% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 0.37% | 24,689 | $1.9M | Add +5.8% |
| TSLA Tesla Inc. | 0.36% | 4,452 | $1.9M | Add +50.5% |
| CAT Caterpillar Inc. | 0.35% | 1,739 | $1.9M | Reduce -67.2% |
| GLW Corning Inc. | 0.35% | 7,216 | $1.8M | Reduce -2.2% |
| SCHD Schwab US DVD Equity ETF | 0.35% | 57,864 | $1.8M | Add +6.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.34% | 2,372 | $1.8M | Add +33.4% |
| CME Cme Group Inc. | 0.34% | 8,009 | $1.8M | Add +4.1% |
| GOOG Alphabet Inc. Class C | 0.34% | 4,990 | $1.8M | Add +1.0% |
| XHLF Bondbloxx BBG 6 MTH US Treas | 0.32% | 33,836 | $1.7M | New |
| Air Prod & Chemicals | 0.32% | 5,743 | $1.7M | New |
| IWD iShares Russell 1000 Value E | 0.31% | 6,728 | $1.6M | Reduce -2.3% |
| MKSI MKS Inc. | 0.30% | 3,561 | $1.6M | Add +5.5% |
| UNH Unitedhealth Group Inc. | 0.30% | 3,783 | $1.6M | Add +22.7% |
| MRVL Marvell Technology Inc. | 0.30% | 5,257 | $1.6M | New |
| SYK Stryker Corp. | 0.29% | 4,905 | $1.5M | Reduce -12.9% |
| ALAB Astera Labs Inc. | 0.29% | 3,195 | $1.5M | New |
| JIRE JPMorgan Int Res Enh Eqty | 0.29% | 18,607 | $1.5M | Add +7.9% |
| DELL Dell Technologies -C | 0.29% | 3,539 | $1.5M | New |
| VTI VG Morningstar TS MKT ETF-US | 0.29% | 4,103 | $1.5M | Reduce -1.6% |
| Berkshire Hathaway Class B | 0.28% | 2,974 | $1.5M | New |
| FLEX Flex Ltd. | 0.28% | 9,107 | $1.5M | New |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.28% | 23,986 | $1.5M | Reduce -10.2% |
| Avantis US Small Cap Value ETF | 0.28% | 11,783 | $1.5M | New |
| Amplify Intrntnl Enhnc Divi Incm ETF | 0.28% | 34,485 | $1.4M | New |
| TER Teradyne Inc. | 0.27% | 2,978 | $1.4M | Add +11.6% |
| CSCO Cisco Systems Inc. | 0.27% | 12,020 | $1.4M | Reduce -80.1% |
| FIX Comfort Systems USA Inc. | 0.27% | 708 | $1.4M | Add +68.6% |
| SCI Service Corp. International | 0.26% | 18,172 | $1.4M | New |
| RODM Hartford Multifact Dev MRKT | 0.26% | 34,054 | $1.4M | Add +4.3% |
| TFIN Triumph Financial Inc. | 0.26% | 17,600 | $1.3M | No change |
| QTPI NRTH Squr Rcim Tax-Ad Is ETF filed as EXCHANGE PLACE ADVISORS TRUS | 0.25% | 52,428 | $1.3M | Add +31.9% |
Portfolio Sells Q1 2026 → Q2 2026
| DIVO Amplify CWP Enhan Divid ETF | Sold out | 0.00% | −3.34 |
| AAPL Apple Inc. | Sold out | 0.00% | −2.56 |
| PJAN Innovator U.S. Equity Power | Sold out | 0.00% | −1.73 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −1.16 |
| AXP American Express Co. | Sold out | 0.00% | −0.94 |
| FTI Technipfmc PLC | Sold out | 0.00% | −0.80 |
| CSCO Cisco Systems Inc. | Reduce -80.1% | 0.27% | −0.76 |
| IONS Ionis Pharmaceuticals Inc. | Sold out | 0.00% | −0.74 |
| FTAI Ftai Aviation Ltd. | Sold out | 0.00% | −0.71 |
| FIVE Five Below | Reduce -89.8% | 0.05% | −0.69 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −0.67 |
| WFRD Weatherford International PL | Sold out | 0.00% | −0.58 |
| ELAN Elanco Animal Health Inc. | Sold out | 0.00% | −0.58 |
| TIGO Millicom Intl Cellular S.A. | Sold out | 0.00% | −0.58 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.54 |
| GOOGL Alphabet Inc. Class A | Reduce -52.4% | 0.53% | −0.50 |
| CAT Caterpillar Inc. | Reduce -67.2% | 0.35% | −0.47 |
| MSFT Microsoft Corp. | Reduce -5.1% | 1.91% | −0.40 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −0.36 |
| IDVO Amplify CWP Intl Enh DVD Inc. | Sold out | 0.00% | −0.27 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.27 |
| AVUV Avantis US Small Cap Value | Sold out | 0.00% | −0.27 |
| JEPI JPMorgan Equity Premium Inco | Reduce -60.5% | 0.14% | −0.27 |
| BBY Best Buy Co. Inc. | Sold out | 0.00% | −0.24 |
| MINT PIMCO Enhanced Short Maturit | Reduce -50.8% | 0.17% | −0.23 |
| WMT Walmart Inc. | Reduce -1.8% | 0.77% | −0.23 |
| DVN Devon Energy Corp. | Reduce -38.0% | 0.18% | −0.22 |
| VZ Verizon Communications Inc. | Reduce -4.9% | 0.49% | −0.22 |
| TLT iShares 20+ Year Treasury BD | Reduce -63.2% | 0.09% | −0.20 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.19 |
| ALB Albemarle Corp. | Sold out | 0.00% | −0.19 |
| CRM Salesforce Inc. | Reduce -1.0% | 0.49% | −0.19 |
| UNIY WT Voya YLD Enh Usd Univ BND | Sold out | 0.00% | −0.19 |
| JPIE JPMorgan Income ETF | Reduce -70.0% | 0.06% | −0.19 |
| ECG Everus Construction Group | Sold out | 0.00% | −0.18 |
| MRNA Moderna Inc. | Sold out | 0.00% | −0.18 |
| ROIV Roivant Sciences Ltd. | Sold out | 0.00% | −0.17 |
| WBD Warner Bros Discovery Inc. | Sold out | 0.00% | −0.16 |
| NFLX Netflix Inc. | Reduce -12.0% | 0.21% | −0.16 |
| ATI Ati Inc. | Sold out | 0.00% | −0.16 |
| AU Anglogold Ashanti PLC | Sold out | 0.00% | −0.16 |
| SCCO Southern Copper Corp. | Sold out | 0.00% | −0.16 |
| AMKR Amkor Technology Inc. | Sold out | 0.00% | −0.15 |
| AEM Agnico Eagle Mines Ltd. | Sold out | 0.00% | −0.15 |
| NEE Nextera Energy Inc. | Reduce -7.8% | 0.46% | −0.15 |
| KRMN Karman Holdings Inc. | Sold out | 0.00% | −0.15 |
| HBAN Huntington Bancshares Inc. | Reduce -11.1% | 0.95% | −0.14 |
| ADPV Adaptiv Select ETF | Sold out | 0.00% | −0.14 |
| META Meta Platforms Inc. Class A | Reduce -9.9% | 0.45% | −0.14 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.13 |
Portfolio Buys Q1 2026 → Q2 2026
| Amplify CWP Enhanced DIV Inm ETF | New | 2.96% | +2.96 |
| SPDF Defender Risk Adotv 500 ETF | New | 2.71% | +2.71 |
| Apple Inc | New | 2.51% | +2.51 |
| Advanced Micro Device In | New | 1.16% | +1.16 |
| American Express Co. | New | 1.01% | +1.01 |
| MU Micron Technology Inc. | Add +131.1% | 1.06% | +0.90 |
| SNDK Sandisk Corp. | Add +91.3% | 1.06% | +0.88 |
| Amazon.Com Inc | New | 0.82% | +0.82 |
| WDC Western Digital Corp. | Add +165.5% | 1.00% | +0.82 |
| RVMD Revolution Medicines Inc. | Add +232.8% | 0.97% | +0.80 |
| COHR Coherent Corp. | Add +158.6% | 1.01% | +0.74 |
| Analog Devices Inc | New | 0.63% | +0.63 |
| LITE Lumentum Holdings Inc. | Add +327.4% | 0.79% | +0.61 |
| RKLB Rocket Lab Corp. | Add +245.9% | 0.73% | +0.57 |
| CIEN Ciena Corp. | Add +229.7% | 0.78% | +0.56 |
| Applied Matls Incorporated | New | 0.48% | +0.48 |
| QQQ Invesco QQQ Trust Series 1 | Add +46.4% | 1.23% | +0.47 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +52.8% | 1.47% | +0.36 |
| XHLF Bondbloxx BBG 6 MTH US Treas | New | 0.32% | +0.32 |
| Air Prod & Chemicals | New | 0.32% | +0.32 |
| MRVL Marvell Technology Inc. | New | 0.30% | +0.30 |
| ALAB Astera Labs Inc. | New | 0.29% | +0.29 |
| DELL Dell Technologies -C | New | 0.29% | +0.29 |
| Berkshire Hathaway Class B | New | 0.28% | +0.28 |
| FLEX Flex Ltd. | New | 0.28% | +0.28 |
| Avantis US Small Cap Value ETF | New | 0.28% | +0.28 |
| Amplify Intrntnl Enhnc Divi Incm ETF | New | 0.28% | +0.28 |
| SGOV iShares 0-3 Month Treasury B | Add +43.7% | 1.35% | +0.26 |
| SCI Service Corp. International | New | 0.26% | +0.26 |
| Amkor Technology Inc | New | 0.25% | +0.25 |
| IRDM Iridium Communications Inc. | New | 0.24% | +0.24 |
| LSCC Lattice Semiconductor Corp. | New | 0.23% | +0.23 |
| MTSI Macom Technology Solutions H | New | 0.23% | +0.23 |
| SPYI Neos S&P 500 High Income ETF | Add +56.6% | 0.72% | +0.23 |
| XONE Bondbloxx BBG 1 Dur US Treas | New | 0.21% | +0.21 |
| GFS Globalfoundries Inc. | New | 0.20% | +0.20 |
| ON On Semiconductor | New | 0.17% | +0.17 |
| HPE Hewlett Packard Enterprise | Add +126.6% | 0.23% | +0.17 |
| ABBOTT LABS | New | 0.14% | +0.14 |
| Alcoa Corporation | New | 0.14% | +0.14 |
| FIX Comfort Systems USA Inc. | Add +68.6% | 0.27% | +0.14 |
| IGV iShares Expanded Tech-Softwa | New | 0.13% | +0.13 |
| MKSI MKS Inc. | Add +5.5% | 0.30% | +0.13 |
| XTWO Bondbloxx BBG 2Y US TSY ETF | New | 0.13% | +0.13 |
| UNH Unitedhealth Group Inc. | Add +22.7% | 0.30% | +0.12 |
| TSLA Tesla Inc. | Add +50.5% | 0.36% | +0.11 |
| Amgen Inc. | New | 0.11% | +0.11 |
| FMTM Mrktdsk Foc US Mmntm ETF | New | 0.10% | +0.10 |
| TER Teradyne Inc. | Add +11.6% | 0.27% | +0.10 |
| ITW Illinois Tool Works | Add +24.0% | 0.96% | +0.10 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026Amended | 295 | $526.1M | GNTX, Amplify CWP Enhanced DIV Inm ETF, SPDF, Apple Inc, NVDA |
| Q1 2026 | 298 | $455.2M | GNTX, DIVO, AAPL, NVDA, MSFT |
| Q4 2025 | 271 | $435.6M | GNTX, DIVO, MSFT, AAPL, NVDA |
| Q3 2025 | 261 | $416.0M | GNTX, DIVO, MSFT, AAPL, NVDA |
| Q2 2025 | 235 | $354.5M | GNTX, SGOV, DIVO, MSFT, AAPL |
| Q1 2025 | 212 | $301.6M | GNTX, DIVO, AAPL, PDEC, MSFT |
| Q4 2024 | 228 | $331.2M | GNTX, DIVO, Tommys Express Holdings Inc, AAPL, MSFT |
| Q3 2024 | 191 | $331.3M | GNTX, DIVO, MSFT, AAPL, PSEP |
| Q2 2024 | 179 | $314.3M | GNTX, DIVO, AAPL, MSFT, BIL |
| Q1 2024 | 176 | $307.7M | GNTX, DIVO, JEPQ, CGGO, MSFT |