West Michigan Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 31, 2025), West Michigan Advisors, LLC reported 235 stock positions worth $354.5 million. Its top holding was Gentex (GNTX) at 11.1% of the portfolio, followed by iShares 0-3 Month Treasury B (SGOV, 4.7%) and Amplify CWP Enhan Divid ETF (DIVO, 4.2%). Compared with Q1 2025, it opened 39 new positions, sold out of 16, added to 105 and reduced 79. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +201%) and the biggest sale Merck (MRK, shares −87%).
- Most Recent 13F
- Q2 2026
- Location
- HOLLAND, MI
- CIK
- 0001909879
- Portfolio Value
- $354.5M (Q2 2025)
- SEC Filing
- 0001765380-25-000275 ↗ filed Jul 31, 2025
Holdings Value
Holdings 235 stocks · $354.5M
| GNTX Gentex Corp. | 11.13% | 1,794,798 | $39.5M | Add +0.1% |
| SGOV iShares 0-3 Month Treasury B | 4.71% | 165,785 | $16.7M | Add +201.3% |
| DIVO Amplify CWP Enhan Divid ETF | 4.20% | 349,745 | $14.9M | Add +0.8% |
| MSFT Microsoft Corp. | 3.54% | 25,229 | $12.5M | Add +28.6% |
| AAPL Apple Inc. | 2.67% | 46,145 | $9.5M | Add +5.3% |
| PDEC Innovator U.S. Equity Power | 2.55% | 225,796 | $9.0M | Add +0.9% |
| NVDA Nvidia Corp. | 2.50% | 55,996 | $8.8M | Add +1.4% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 2.22% | 144,432 | $7.9M | Add +6.2% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 2.08% | 230,900 | $7.4M | Add +2.8% |
| JPM JPMorgan Chase & Co. | 1.88% | 22,980 | $6.7M | Add +1.7% |
| AVGO Broadcom Inc. | 1.74% | 22,327 | $6.2M | Add +1.6% |
| HBAN Huntington Bancshares Inc. | 1.67% | 349,540 | $5.9M | Reduce -1.9% |
| VOO Vanguard S&P 500 ETF | 1.65% | 10,289 | $5.9M | Reduce -0.3% |
| FTGS First Trust Grwth Strgth ETF | 1.48% | 153,141 | $5.2M | Reduce -3.9% |
| SPHQ Invesco S&P 500 Quality ETF | 1.32% | 65,712 | $4.7M | Reduce -0.9% |
| VZ Verizon Communications Inc. | 1.30% | 106,540 | $4.6M | Reduce -2.4% |
| JIRE JPMorgan Int Res Enh Eqty | 1.29% | 64,506 | $4.6M | Add +0.3% |
| ETN Eaton Corp. PLC | 1.25% | 12,406 | $4.4M | Add +2.5% |
| WMT Walmart Inc. | 1.21% | 44,002 | $4.3M | Add +0.3% |
| ABBV Abbvie Inc. | 1.20% | 23,004 | $4.3M | Add +177.4% |
| AMZN Amazon.com Inc. | 1.16% | 18,684 | $4.1M | Add +2.3% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 1.15% | 69,047 | $4.1M | Add +1.0% |
| Apple | 1.08% | 18,600 | $3.8M | New |
| JCPB JPMorgan Core Plus Bond ETF | 1.06% | 79,912 | $3.8M | Add +0.2% |
| CRM Salesforce Inc. | 1.03% | 13,419 | $3.7M | Add +551.1% |
| JEPI JPMorgan Equity Premium Inco | 1.00% | 62,312 | $3.5M | Add +2.7% |
| SYK Stryker Corp. | 0.99% | 8,877 | $3.5M | Reduce -0.1% |
| JCI Johnson Controls Internation | 0.99% | 33,157 | $3.5M | Reduce -1.4% |
| MSI Motorola Solutions Inc. | 0.93% | 7,796 | $3.3M | Add +0.9% |
| MPC Marathon Petroleum Corp. | 0.91% | 19,419 | $3.2M | Reduce -0.2% |
| CB Chubb Ltd. | 0.88% | 10,675 | $3.1M | Add +0.7% |
| QDPL Pacer Met US LRG Cap DVD 400 | 0.86% | 75,928 | $3.0M | Add +5.5% |
| JPST JPMorgan Ultra-Short Income | 0.84% | 58,668 | $3.0M | Add +0.9% |
| MINT PIMCO Enhanced Short Maturit | 0.74% | 26,151 | $2.6M | Add +9.0% |
| BBY Best Buy Co. Inc. | 0.74% | 38,465 | $2.6M | Reduce -10.5% |
| META Meta Platforms Inc. Class A | 0.73% | 3,499 | $2.6M | Add +3.1% |
| ADI Analog Devices Inc. | 0.73% | 10,818 | $2.6M | Reduce -2.8% |
| NEE Nextera Energy Inc. | 0.69% | 35,256 | $2.4M | Reduce -0.2% |
| CME Cme Group Inc. | 0.69% | 8,875 | $2.4M | Add +2.4% |
| HD Home Depot Inc. | 0.65% | 6,317 | $2.3M | Add +33.1% |
| UNP Union Pacific Corp. | 0.65% | 10,055 | $2.3M | Add +0.8% |
| IWF iShares Russell 1000 Growth | 0.62% | 5,169 | $2.2M | Reduce -1.6% |
| DVN Devon Energy Corp. | 0.59% | 65,902 | $2.1M | Add +1.5% |
| AGG iShares Core U.S. Aggregate | 0.55% | 19,753 | $2.0M | Reduce -1.7% |
| APD Air Products & Chemicals Inc. | 0.55% | 6,856 | $1.9M | Add +4.3% |
| LLY Eli Lilly & Co. | 0.55% | 2,480 | $1.9M | Reduce -6.1% |
| GLD SPDR Gold Shares | 0.48% | 5,571 | $1.7M | Add +21.4% |
| PG The Procter & Gamble Co. | 0.47% | 10,444 | $1.7M | Add +3.7% |
| GOOGL Alphabet Inc. Class A | 0.46% | 9,236 | $1.6M | Add +22.9% |
| SCHD Schwab US DVD Equity ETF | 0.42% | 55,672 | $1.5M | Add +3.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.41% | 4,903 | $1.4M | Reduce -0.1% |
| FIXD First Trust Smith Opportunis | 0.40% | 32,038 | $1.4M | Add +0.1% |
| IWD iShares Russell 1000 Value E | 0.38% | 6,902 | $1.3M | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.34% | 2,496 | $1.2M | Add +4.4% |
| NFLX Netflix Inc. | 0.34% | 905 | $1.2M | Add +16.8% |
| TSLA Tesla Inc. | 0.34% | 3,782 | $1.2M | Add +140.1% |
| RCL Royal Caribbean Cruises Ltd. | 0.33% | 3,722 | $1.2M | New |
| ABT Abbott Laboratories | 0.33% | 8,507 | $1.2M | Reduce -2.2% |
| KO The Coca-Cola Co. | 0.32% | 15,940 | $1.1M | Add +42.7% |
| FSCO FS Credit Opportunities Corp. | 0.32% | 154,777 | $1.1M | Add +0.5% |
| RJF Raymond James Financial Inc. | 0.32% | 7,290 | $1.1M | No change |
| CSCO Cisco Systems Inc. | 0.31% | 15,845 | $1.1M | Add +66.2% |
| JNJ Johnson & Johnson | 0.30% | 7,054 | $1.1M | Add +38.9% |
| FTCS First Trust Capital Strength | 0.29% | 11,253 | $1.0M | Add +2.1% |
| IBIT iShares Bitcoin Trust ETF | 0.28% | 16,403 | $1.0M | Add +17.3% |
| MCD McDonald's Corp. | 0.28% | 3,404 | $994K | Reduce -8.7% |
| PLTR Palantir Technologies Inc. Class A | 0.28% | 7,261 | $990K | Reduce -1.6% |
| CAT Caterpillar Inc. | 0.28% | 2,534 | $984K | Add +11.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.27% | 3,159 | $963K | Add +5.7% |
| V Visa Inc. Class A | 0.26% | 2,627 | $933K | Reduce -1.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.26% | 10,115 | $928K | Reduce -5.7% |
| GE General Electric filed as GE AEROSPACE | 0.26% | 3,554 | $915K | Add +8.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 1,465 | $908K | Reduce -9.7% |
| GOOG Alphabet Inc. Class C | 0.26% | 5,100 | $905K | Reduce -0.0% |
| CVX Chevron Corp. | 0.25% | 6,260 | $896K | Reduce -9.4% |
| FSK FS KKR Capital Corp. | 0.25% | 41,194 | $884K | Add +1.5% |
| GS Goldman Sachs Group Inc. | 0.25% | 1,248 | $883K | Reduce -14.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.25% | 7,117 | $879K | Add +67.3% |
| DUK Duke Energy Corp. | 0.25% | 7,446 | $879K | Add +13.8% |
| RTX RTX Corp. | 0.25% | 5,986 | $874K | Add +26.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.24% | 10,163 | $848K | Add +1.7% |
| GEV GE Vernova Inc. | 0.24% | 1,592 | $842K | Add +95.6% |
| JPIE JPMorgan Income ETF | 0.23% | 17,889 | $829K | Add +53.0% |
| UNIY WT Voya YLD Enh Usd Univ BND | 0.23% | 16,890 | $822K | Add +55.9% |
| CDTX Cidara Therapeutics Inc. | 0.23% | 16,500 | $804K | Add +22.2% |
| USMV iShares MSCI USA Min Vol Fac | 0.22% | 8,417 | $790K | Add +3.6% |
| ORCL Oracle Corp. | 0.21% | 3,409 | $745K | Reduce -5.9% |
| MDT Medtronic PLC | 0.21% | 8,314 | $730K | Add +7.8% |
| QCOM Qualcomm Inc. | 0.20% | 4,398 | $700K | Add +6.8% |
| QQQM Invesco Nasdaq 100 ETF | 0.20% | 3,083 | $700K | Reduce -5.0% |
| Alcoa | 0.20% | 3,750 | $698K | New |
| UNH Unitedhealth Group Inc. | 0.19% | 2,187 | $682K | Reduce -0.8% |
| IDVO Amplify CWP Intl Enh DVD Inc. | 0.19% | 19,279 | $662K | Add +7.5% |
| IVV iShares Core S&P 500 ETF | 0.19% | 1,061 | $659K | Add +1.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.19% | 13,888 | $657K | Add +154.8% |
| PFFV Global X Variable Rate Pref | 0.18% | 28,325 | $646K | Add +13.5% |
| VEA Vanguard Ftse Developed ETF | 0.18% | 11,227 | $640K | Reduce -0.9% |
| SHW The Sherwin-Williams Co. | 0.17% | 1,777 | $610K | New |
| SHY iShares 1-3 Year Treasury Bo | 0.17% | 7,268 | $602K | Reduce -3.6% |
| SPOT Spotify Technology SA | 0.17% | 784 | $602K | Reduce -15.2% |
Portfolio Sells Q1 2025 → Q2 2025
| MRK Merck & Co. Inc. | Reduce -87.0% | 0.12% | −1.12 |
| VZ Verizon Communications Inc. | Reduce -2.4% | 1.30% | −0.34 |
| BBY Best Buy Co. Inc. | Reduce -10.5% | 0.74% | −0.32 |
| FOXA Fox Corp. Class A | Sold out | 0.00% | −0.24 |
| UNH Unitedhealth Group Inc. | Reduce -0.8% | 0.19% | −0.19 |
| LLY Eli Lilly & Co. | Reduce -6.1% | 0.55% | −0.18 |
| UAL United Airlines Holdings Inc. | Sold out | 0.00% | −0.15 |
| DOCS Doximity Inc. Class A | Sold out | 0.00% | −0.14 |
| NEE Nextera Energy Inc. | Reduce -0.2% | 0.69% | −0.14 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -0.9% | 1.32% | −0.14 |
| CVX Chevron Corp. | Reduce -9.4% | 0.25% | −0.13 |
| HBAN Huntington Bancshares Inc. | Reduce -1.9% | 1.67% | −0.12 |
| MO Altria Group Inc. | Sold out | 0.00% | −0.12 |
| VFC VF Corp. | Sold out | 0.00% | −0.11 |
| AGG iShares Core U.S. Aggregate | Reduce -1.7% | 0.55% | −0.11 |
| SYK Stryker Corp. | Reduce -0.1% | 0.99% | −0.11 |
| MCD McDonald's Corp. | Reduce -8.7% | 0.28% | −0.11 |
| VOO Vanguard S&P 500 ETF | Reduce -0.3% | 1.65% | −0.10 |
| FTGS First Trust Grwth Strgth ETF | Reduce -3.9% | 1.48% | −0.10 |
| MVFD Monarch Vol Fact DVD Ti ETF | Sold out | 0.00% | −0.09 |
| ADPV Adaptiv Select ETF | Sold out | 0.00% | −0.09 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.09 |
| HWM Howmet Aerospace Inc. | Reduce -60.4% | 0.08% | −0.08 |
| FANG Diamondback Energy Inc. | Sold out | 0.00% | −0.08 |
| GILD Gilead Sciences Inc. | Reduce -25.2% | 0.13% | −0.08 |
| SFLR Innovator Eqty MGD Floor ETF | Sold out | 0.00% | −0.08 |
| EMN Eastman Chemical Co. | Sold out | 0.00% | −0.08 |
| AS Amer Sports Inc. | Reduce -59.0% | 0.08% | −0.07 |
| CGGR Cap Group Growth Equity | Sold out | 0.00% | −0.07 |
| TRGP Targa Resources Corp. | Sold out | 0.00% | −0.07 |
| MLN Vaneck Long Muni ETF | Reduce -39.8% | 0.07% | −0.07 |
| ADP Automatic Data Processing | Reduce -46.8% | 0.06% | −0.07 |
| HPQ HP Inc. | Sold out | 0.00% | −0.07 |
| PCAR Paccar Inc. | Sold out | 0.00% | −0.07 |
| ITCI Intra-Cellular Therapies Inc. | Sold out | 0.00% | −0.07 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -5.7% | 0.26% | −0.06 |
| BKR Baker Hughes Co. | Reduce -15.2% | 0.10% | −0.06 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -26.5% | 0.16% | −0.06 |
| DGRO iShares Core Dividend Growth | Reduce -21.9% | 0.13% | −0.06 |
| IWD iShares Russell 1000 Value E | Reduce -1.1% | 0.38% | −0.06 |
| ABT Abbott Laboratories | Reduce -2.2% | 0.33% | −0.06 |
| BROS Dutch Bros Inc. Class A | Reduce -35.5% | 0.08% | −0.05 |
| IWB iShares Russell 1000 ETF | Reduce -19.7% | 0.15% | −0.05 |
| TMUS T-Mobile US Inc. | Reduce -0.7% | 0.15% | −0.05 |
| V Visa Inc. Class A | Reduce -1.5% | 0.26% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -9.7% | 0.26% | −0.05 |
| AMGN Amgen Inc. | Reduce -5.1% | 0.11% | −0.04 |
| EQIX Equinix Inc. | Reduce -21.8% | 0.08% | −0.04 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -3.6% | 0.17% | −0.04 |
| RBLX Roblox Corp. Class A | Reduce -49.9% | 0.12% | −0.04 |
Portfolio Buys Q1 2025 → Q2 2025
| SGOV iShares 0-3 Month Treasury B | Add +201.3% | 4.71% | +2.87 |
| MSFT Microsoft Corp. | Add +28.6% | 3.54% | +1.10 |
| Apple | New | 1.08% | +1.08 |
| CRM Salesforce Inc. | Add +551.1% | 1.03% | +0.85 |
| ABBV Abbvie Inc. | Add +177.4% | 1.20% | +0.63 |
| AVGO Broadcom Inc. | Add +1.6% | 1.74% | +0.52 |
| NVDA Nvidia Corp. | Add +1.4% | 2.50% | +0.51 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.33% | +0.33 |
| TSLA Tesla Inc. | Add +140.1% | 0.34% | +0.20 |
| Alcoa | New | 0.20% | +0.20 |
| SHW The Sherwin-Williams Co. | New | 0.17% | +0.17 |
| ETN Eaton Corp. PLC | Add +2.5% | 1.25% | +0.16 |
| MOS The Mosaic Co. | New | 0.16% | +0.16 |
| GEV GE Vernova Inc. | Add +95.6% | 0.24% | +0.16 |
| VST Vistra Corp. | New | 0.15% | +0.15 |
| NET Cloudflare Inc. Class A | New | 0.13% | +0.13 |
| CDTX Cidara Therapeutics Inc. | Add +22.2% | 0.23% | +0.13 |
| TWLO Twilio Inc. Class A | New | 0.13% | +0.13 |
| CSCO Cisco Systems Inc. | Add +66.2% | 0.31% | +0.12 |
| BAC Bank of America Corp. | Add +154.8% | 0.19% | +0.11 |
| NRG NRG Energy Inc. | New | 0.11% | +0.11 |
| BMY Bristol-Myers Squibb Co. | New | 0.10% | +0.10 |
| NFLX Netflix Inc. | Add +16.8% | 0.34% | +0.10 |
| LMT Lockheed Martin Corp. | New | 0.10% | +0.10 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.10% | +0.10 |
| ICE Intercontinental Exchange Inc. | Add +144.5% | 0.16% | +0.09 |
| SNY Sanofi-ADR | New | 0.08% | +0.08 |
| TFI SS SPDR N Ice Muni Bond ETF | New | 0.08% | +0.08 |
| EXEL Exelixis Inc. | New | 0.08% | +0.08 |
| NEM Newmont Corp. | New | 0.08% | +0.08 |
| META Meta Platforms Inc. Class A | Add +3.1% | 0.73% | +0.08 |
| RL Ralph Lauren Corp. | New | 0.08% | +0.08 |
| HD Home Depot Inc. | Add +33.1% | 0.65% | +0.08 |
| TJX TJX Companies Inc. | Add +67.3% | 0.25% | +0.08 |
| HOOD Robinhood Markets Inc. Class A | New | 0.07% | +0.07 |
| GE General Electric Company | New | 0.07% | +0.07 |
| KVUE Kenvue Inc. | New | 0.07% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +22.9% | 0.46% | +0.07 |
| JBL Jabil Inc. | New | 0.07% | +0.07 |
| COHR Coherent Corp. | New | 0.07% | +0.07 |
| APP AppLovin Corp. Class A | New | 0.07% | +0.07 |
| AZN Astrazeneca PLC-Spons ADR | New | 0.07% | +0.07 |
| MMM 3M Co. | New | 0.07% | +0.07 |
| DHI D.R. Horton Inc. | New | 0.07% | +0.07 |
| FLEX Flex Ltd. | New | 0.07% | +0.07 |
| IBIT iShares Bitcoin Trust ETF | Add +17.3% | 0.28% | +0.07 |
| ADM Archer-Daniels-Midland Co. | New | 0.06% | +0.06 |
| RWM Proshares Short RUSSELL2000 | New | 0.06% | +0.06 |
| EPAM Epam Systems Inc. | New | 0.06% | +0.06 |
| SH Proshares Short S&P500 | New | 0.06% | +0.06 |
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 |