West Michigan Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 28, 2026), West Michigan Advisors, LLC reported 271 stock positions worth $435.6 million. Its top holding was Gentex (GNTX) at 9.6% of the portfolio, followed by Amplify CWP Enhan Divid ETF (DIVO, 3.5%) and Microsoft (MSFT, 2.7%). Compared with Q3 2025, it opened 32 new positions, sold out of 22, added to 137 and reduced 88. The biggest buy was a new position in Innovator U.S. Equity Power (POCT) and the biggest sale Innovator U.S. Equity Power (PSEP, shares −93%).
- Most Recent 13F
- Q2 2026
- Location
- HOLLAND, MI
- CIK
- 0001909879
- Portfolio Value
- $435.6M (Q4 2025)
- SEC Filing
- 0001765380-26-000049 ↗ filed Jan 28, 2026
Holdings Value
Holdings 271 stocks · $435.6M
| GNTX Gentex Corp. | 9.58% | 1,792,684 | $41.7M | Add +0.0% |
| DIVO Amplify CWP Enhan Divid ETF | 3.47% | 339,081 | $15.1M | Reduce -0.5% |
| MSFT Microsoft Corp. | 2.73% | 24,599 | $11.9M | Add +2.5% |
| AAPL Apple Inc. | 2.59% | 41,425 | $11.3M | Reduce -9.2% |
| NVDA Nvidia Corp. | 2.46% | 57,513 | $10.7M | Add +0.4% |
| POCT Innovator U.S. Equity Power | 1.89% | 186,976 | $8.2M | New |
| AVGO Broadcom Inc. | 1.47% | 18,499 | $6.4M | Reduce -20.6% |
| VOO Vanguard S&P 500 ETF | 1.47% | 10,203 | $6.4M | Add +1.6% |
| JPM JPMorgan Chase & Co. | 1.39% | 18,835 | $6.1M | Reduce -2.3% |
| HBAN Huntington Bancshares Inc. | 1.38% | 344,099 | $6.0M | Reduce -0.8% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 1.34% | 99,471 | $5.8M | Add +1.6% |
| AMZN Amazon.com Inc. | 1.27% | 24,027 | $5.5M | Add +2.6% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 1.26% | 158,054 | $5.5M | Add +1.9% |
| Apple | 1.16% | 18,600 | $5.1M | No change |
| SGOV iShares 0-3 Month Treasury B | 1.10% | 47,837 | $4.8M | Add +66.2% |
| JNJ Johnson & Johnson | 1.06% | 22,345 | $4.6M | Add +13.8% |
| QCOM Qualcomm Inc. | 0.98% | 25,021 | $4.3M | Add +9.4% |
| MINT PIMCO Enhanced Short Maturit | 0.94% | 40,826 | $4.1M | Add +149.9% |
| NEM Newmont Corp. | 0.92% | 40,015 | $4.0M | Reduce -32.3% |
| ABBV Abbvie Inc. | 0.90% | 17,246 | $3.9M | Reduce -2.7% |
| CSCO Cisco Systems Inc. | 0.89% | 50,502 | $3.9M | Add +5.3% |
| WMT Walmart Inc. | 0.89% | 34,809 | $3.9M | Add +3.7% |
| CRM Salesforce Inc. | 0.89% | 14,602 | $3.9M | Add +2.0% |
| PLTR Palantir Technologies Inc. Class A | 0.88% | 21,648 | $3.8M | Add +133.1% |
| WBD Warner Bros Discovery Inc. | 0.86% | 129,742 | $3.7M | New |
| EPAM Epam Systems Inc. | 0.86% | 18,241 | $3.7M | Add +10.4% |
| GLD SPDR Gold Shares | 0.84% | 9,182 | $3.6M | Add +50.5% |
| AXP American Express Co. | 0.82% | 9,706 | $3.6M | Add +7.5% |
| ETN Eaton Corp. PLC | 0.82% | 11,189 | $3.6M | Add +7.9% |
| TPR Tapestry Inc. | 0.79% | 26,840 | $3.4M | Reduce -5.6% |
| JEPI JPMorgan Equity Premium Inco | 0.77% | 58,506 | $3.4M | Add +2.5% |
| GILD Gilead Sciences Inc. | 0.75% | 26,705 | $3.3M | Add +18.5% |
| META Meta Platforms Inc. Class A | 0.72% | 4,729 | $3.1M | Add +34.1% |
| IONS Ionis Pharmaceuticals Inc. | 0.70% | 38,413 | $3.0M | New |
| NXPI NXP Semiconductors NV | 0.68% | 13,621 | $3.0M | Add +8.9% |
| VZ Verizon Communications Inc. | 0.68% | 72,586 | $3.0M | Reduce -3.9% |
| LDOS Leidos Holdings Inc. | 0.67% | 16,183 | $2.9M | Add +10.6% |
| SPHQ Invesco S&P 500 Quality ETF | 0.67% | 38,666 | $2.9M | Reduce -1.3% |
| APH Amphenol Corp. Class A | 0.66% | 21,381 | $2.9M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.66% | 5,749 | $2.9M | Add +15.9% |
| GOOGL Alphabet Inc. Class A | 0.66% | 9,141 | $2.9M | Add +26.0% |
| CMCSA Comcast Corp. Class A | 0.66% | 95,491 | $2.9M | Add +12.9% |
| JPST JPMorgan Ultra-Short Income | 0.65% | 55,817 | $2.8M | Reduce -2.4% |
| JCPB JPMorgan Core Plus Bond ETF | 0.63% | 57,863 | $2.8M | Add +1.9% |
| ITW Illinois Tool Works | 0.62% | 10,945 | $2.7M | Add +7.8% |
| MPC Marathon Petroleum Corp. | 0.62% | 16,633 | $2.7M | Add +4.9% |
| QDPL Pacer Met US LRG Cap DVD 400 | 0.62% | 63,026 | $2.7M | Add +3.7% |
| INSM Insmed Inc. | 0.62% | 15,418 | $2.7M | Reduce -12.5% |
| TIGO Millicom Intl Cellular S.A. | 0.61% | 47,870 | $2.7M | Reduce -10.5% |
| FTGS First Trust Grwth Strgth ETF | 0.61% | 75,039 | $2.7M | Add +0.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.61% | 4,314 | $2.7M | Add +66.4% |
| SYK Stryker Corp. | 0.60% | 7,468 | $2.6M | Add +0.4% |
| EOG EOG Resources Inc. | 0.60% | 24,712 | $2.6M | Add +12.3% |
| CB Chubb Ltd. | 0.60% | 8,288 | $2.6M | Add +0.8% |
| MO Altria Group Inc. | 0.59% | 43,883 | $2.6M | Add +11.1% |
| ALLE Allegion PLC | 0.58% | 15,910 | $2.5M | Add +14.5% |
| JCI Johnson Controls Internation | 0.57% | 20,575 | $2.5M | Reduce -2.0% |
| IWF iShares Russell 1000 Growth | 0.56% | 5,135 | $2.4M | Reduce -0.1% |
| KVUE Kenvue Inc. | 0.56% | 140,446 | $2.4M | Add +5.0% |
| ADI Analog Devices Inc. | 0.55% | 8,892 | $2.4M | Reduce -1.4% |
| NET Cloudflare Inc. Class A | 0.55% | 12,225 | $2.4M | Add +5.4% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 0.54% | 36,747 | $2.4M | Add +0.3% |
| JIRE JPMorgan Int Res Enh Eqty | 0.54% | 31,335 | $2.3M | Add +0.9% |
| NEE Nextera Energy Inc. | 0.53% | 28,939 | $2.3M | Add +0.1% |
| LLY Eli Lilly & Co. | 0.53% | 2,154 | $2.3M | Reduce -19.7% |
| MSI Motorola Solutions Inc. | 0.52% | 5,939 | $2.3M | Reduce -0.1% |
| CME Cme Group Inc. | 0.52% | 8,286 | $2.3M | Add +5.7% |
| EFA iShares MSCI Eafe ETF | 0.51% | 23,196 | $2.2M | Add +131.8% |
| AGG iShares Core U.S. Aggregate | 0.49% | 21,417 | $2.1M | Add +0.2% |
| HD Home Depot Inc. | 0.48% | 6,032 | $2.1M | Add +1.8% |
| UNP Union Pacific Corp. | 0.46% | 8,687 | $2.0M | Add +2.8% |
| KRMN Karman Holdings Inc. | 0.46% | 27,264 | $2.0M | New |
| ALNY Alnylam Pharmaceuticals Inc. | 0.46% | 4,999 | $2.0M | Reduce -7.4% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.45% | 17,098 | $2.0M | Add +161.4% |
| BWXT BWX Technologies Inc. | 0.43% | 10,859 | $1.9M | New |
| DVN Devon Energy Corp. | 0.40% | 47,376 | $1.7M | Add +3.0% |
| NFLX Netflix Inc. | 0.39% | 18,002 | $1.7M | Add +111.8% |
| FSSL FS Specialty Lending Fund | 0.37% | 112,977 | $1.6M | New |
| GOOG Alphabet Inc. Class C | 0.34% | 4,722 | $1.5M | Reduce -7.3% |
| APD Air Products & Chemicals Inc. | 0.34% | 5,963 | $1.5M | Add +5.7% |
| BBY Best Buy Co. Inc. | 0.34% | 21,689 | $1.5M | Reduce -3.9% |
| IWD iShares Russell 1000 Value E | 0.33% | 6,906 | $1.5M | Add +0.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.32% | 4,649 | $1.4M | Add +5.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.32% | 4,094 | $1.4M | Reduce -8.6% |
| PG The Procter & Gamble Co. | 0.31% | 9,555 | $1.4M | Reduce -5.9% |
| TSLA Tesla Inc. | 0.31% | 2,955 | $1.3M | Reduce -8.3% |
| SCHD Schwab US DVD Equity ETF | 0.31% | 48,445 | $1.3M | Add +2.0% |
| TLT iShares 20+ Year Treasury BD | 0.27% | 13,437 | $1.2M | Add +163.2% |
| FIXD First Trust Smith Opportunis | 0.27% | 26,303 | $1.2M | Reduce -11.1% |
| COHR Coherent Corp. | 0.27% | 6,303 | $1.2M | Add +123.9% |
| RTX RTX Corp. | 0.27% | 6,332 | $1.2M | Add +2.5% |
| QQQM Invesco Nasdaq 100 ETF | 0.27% | 4,577 | $1.2M | Reduce -0.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.26% | 7,483 | $1.1M | Add +1.5% |
| RJF Raymond James Financial Inc. | 0.26% | 7,140 | $1.1M | No change |
| CAT Caterpillar Inc. | 0.26% | 1,955 | $1.1M | Reduce -11.2% |
| ABT Abbott Laboratories | 0.25% | 8,806 | $1.1M | Reduce -0.6% |
| TFIN Triumph Financial Inc. | 0.25% | 17,600 | $1.1M | Add +16.6% |
| GS Goldman Sachs Group Inc. | 0.25% | 1,254 | $1.1M | Reduce -4.9% |
| LRCX Lam Research Corp. | 0.25% | 6,319 | $1.1M | Add +99.0% |
| MCD McDonald's Corp. | 0.25% | 3,536 | $1.1M | Reduce -6.5% |
Portfolio Sells Q3 2025 → Q4 2025
| PSEP Innovator U.S. Equity Power | Reduce -93.4% | 0.14% | −2.03 |
| TLN Talen Energy Corp. | Sold out | 0.00% | −0.76 |
| GEV GE Vernova Inc. | Reduce -88.9% | 0.08% | −0.62 |
| AU Anglogold Ashanti PLC | Reduce -82.5% | 0.14% | −0.55 |
| DLTR Dollar Tree Inc. | Sold out | 0.00% | −0.48 |
| CDTX Cidara Therapeutics Inc. | Sold out | 0.00% | −0.38 |
| AVGO Broadcom Inc. | Reduce -20.6% | 1.47% | −0.38 |
| NEM Newmont Corp. | Reduce -32.3% | 0.92% | −0.28 |
| AAPL Apple Inc. | Reduce -9.2% | 2.59% | −0.21 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −0.19 |
| DIVO Amplify CWP Enhan Divid ETF | Reduce -0.5% | 3.47% | −0.19 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -37.6% | 0.24% | −0.15 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.15 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -24.0% | 0.24% | −0.14 |
| IBIT iShares Bitcoin Trust ETF | Reduce -17.9% | 0.21% | −0.14 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -7.4% | 0.46% | −0.14 |
| MSI Motorola Solutions Inc. | Reduce -0.1% | 0.52% | −0.13 |
| CAR Avis Budget Group Inc. | Sold out | 0.00% | −0.13 |
| UI Ubiquiti Inc. | Sold out | 0.00% | −0.13 |
| VZ Verizon Communications Inc. | Reduce -3.9% | 0.68% | −0.12 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.12 |
| RBLX Roblox Corp. Class A | Sold out | 0.00% | −0.12 |
| CELH Celsius Holdings Inc. | Sold out | 0.00% | −0.12 |
| RDDT Reddit Inc. Class A | Sold out | 0.00% | −0.11 |
| ALAB Astera Labs Inc. | Sold out | 0.00% | −0.10 |
| U Unity Software Inc. | Sold out | 0.00% | −0.10 |
| RKLB Rocket Lab Corp. | Sold out | 0.00% | −0.10 |
| RBRK Rubrik Inc. Class A | Sold out | 0.00% | −0.10 |
| AS Amer Sports Inc. | Sold out | 0.00% | −0.09 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.09 |
| ABBV Abbvie Inc. | Reduce -2.7% | 0.90% | −0.08 |
| AFRM Affirm Holdings Inc. | Sold out | 0.00% | −0.08 |
| BBY Best Buy Co. Inc. | Reduce -3.9% | 0.34% | −0.08 |
| HBAN Huntington Bancshares Inc. | Reduce -0.8% | 1.38% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -2.3% | 1.39% | −0.07 |
| PG The Procter & Gamble Co. | Reduce -5.9% | 0.31% | −0.06 |
| HOOD Robinhood Markets Inc. Class A | Reduce -9.0% | 0.13% | −0.06 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Sold out | 0.00% | −0.06 |
| UNH Unitedhealth Group Inc. | Reduce -14.8% | 0.18% | −0.05 |
| FIXD First Trust Smith Opportunis | Reduce -11.1% | 0.27% | −0.05 |
| JPST JPMorgan Ultra-Short Income | Reduce -2.4% | 0.65% | −0.05 |
| BLK BlackRock Inc. | Reduce -24.8% | 0.08% | −0.04 |
| TSLA Tesla Inc. | Reduce -8.3% | 0.31% | −0.04 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -8.6% | 0.32% | −0.04 |
| MOS The Mosaic Co. | Reduce -4.2% | 0.07% | −0.04 |
| ABT Abbott Laboratories | Reduce -0.6% | 0.25% | −0.03 |
| MCD McDonald's Corp. | Reduce -6.5% | 0.25% | −0.03 |
| EMR Emerson Electric Co. | Reduce -28.9% | 0.06% | −0.03 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -7.4% | 0.19% | −0.03 |
| MLN Vaneck Long Muni ETF | Reduce -24.0% | 0.07% | −0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| POCT Innovator U.S. Equity Power | New | 1.89% | +1.89 |
| WBD Warner Bros Discovery Inc. | New | 0.86% | +0.86 |
| IONS Ionis Pharmaceuticals Inc. | New | 0.70% | +0.70 |
| APH Amphenol Corp. Class A | New | 0.66% | +0.66 |
| MINT PIMCO Enhanced Short Maturit | Add +149.9% | 0.94% | +0.55 |
| PLTR Palantir Technologies Inc. Class A | Add +133.1% | 0.88% | +0.48 |
| KRMN Karman Holdings Inc. | New | 0.46% | +0.46 |
| BWXT BWX Technologies Inc. | New | 0.43% | +0.43 |
| SGOV iShares 0-3 Month Treasury B | Add +66.2% | 1.10% | +0.41 |
| FSSL FS Specialty Lending Fund | New | 0.37% | +0.37 |
| GLD SPDR Gold Shares | Add +50.5% | 0.84% | +0.31 |
| EFA iShares MSCI Eafe ETF | Add +131.8% | 0.51% | +0.29 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +161.4% | 0.45% | +0.27 |
| EPAM Epam Systems Inc. | Add +10.4% | 0.86% | +0.26 |
| QQQ Invesco QQQ Trust Series 1 | Add +66.4% | 0.61% | +0.23 |
| GOOGL Alphabet Inc. Class A | Add +26.0% | 0.66% | +0.23 |
| COHR Coherent Corp. | Add +123.9% | 0.27% | +0.19 |
| JNJ Johnson & Johnson | Add +13.8% | 1.06% | +0.19 |
| MU Micron Technology Inc. | New | 0.17% | +0.17 |
| CIEN Ciena Corp. | New | 0.17% | +0.17 |
| TLT iShares 20+ Year Treasury BD | Add +163.2% | 0.27% | +0.16 |
| GILD Gilead Sciences Inc. | Add +18.5% | 0.75% | +0.15 |
| WDC Western Digital Corp. | New | 0.15% | +0.15 |
| LRCX Lam Research Corp. | Add +99.0% | 0.25% | +0.15 |
| ROIV Roivant Sciences Ltd. | New | 0.14% | +0.14 |
| NFLX Netflix Inc. | Add +111.8% | 0.39% | +0.14 |
| TER Teradyne Inc. | New | 0.14% | +0.14 |
| RVMD Revolution Medicines Inc. | New | 0.14% | +0.14 |
| ELAN Elanco Animal Health Inc. | New | 0.14% | +0.14 |
| MEDP Medpace Holdings Inc. | New | 0.13% | +0.13 |
| INTC Intel Corp. | Add +139.7% | 0.20% | +0.12 |
| XLP SS Consumer Staples Sel Sect | New | 0.12% | +0.12 |
| CSCO Cisco Systems Inc. | Add +5.3% | 0.89% | +0.10 |
| AXP American Express Co. | Add +7.5% | 0.82% | +0.10 |
| PDBC Invesco Optimum Yield Divers | Add +158.1% | 0.17% | +0.10 |
| AMD Advanced Micro Devices | Add +55.5% | 0.20% | +0.10 |
| META Meta Platforms Inc. Class A | Add +34.1% | 0.72% | +0.09 |
| QS Quantumscape Corp. | New | 0.09% | +0.09 |
| CRMD Cormedix Inc. | Add +100.0% | 0.18% | +0.08 |
| SLV iShares Silver Trust | Add +40.7% | 0.16% | +0.08 |
| MGNR Amer Beac GLG NTRL Rsrcs ETF | New | 0.08% | +0.08 |
| CRM Salesforce Inc. | Add +2.0% | 0.89% | +0.07 |
| TFIN Triumph Financial Inc. | Add +16.6% | 0.25% | +0.07 |
| QCOM Qualcomm Inc. | Add +9.4% | 0.98% | +0.07 |
| MRK Merck & Co. Inc. | Add +19.8% | 0.22% | +0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +15.9% | 0.66% | +0.06 |
| ASTS Ast Spacemobile Inc. | Add +18.6% | 0.16% | +0.06 |
| WMT Walmart Inc. | Add +3.7% | 0.89% | +0.06 |
| ORCL Oracle Corp. | Add +121.6% | 0.18% | +0.06 |
| MLI Mueller Industries Inc. | New | 0.05% | +0.05 |
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 |