West Family Investments, Inc.

Q3 2025 13F-HR Holdings

Location
Carlsbad, CA
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
377
Total value ($000)
$444,818
Net value change ($000)
+61,640 (16.1%)
New positions
29
Sold out positions
20
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2025 Next filing: 2/11/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LGO 5,602 586.6%
EQT 5,570 2453.7%
EXE 5,312 NEW
IAU 4,766 16.7%
NVDA 3,706 21.7%
AAPL 3,693 26.2%
GDXJ 3,417 NEW
GOOGL 3,350 40.0%
CRSP 2,301 NEW
TSLA 1,928 44.2%
Top Reduces (Value $000, Stocks/ETFs)
MS -478 -60.9%
LRCX -403 -47.1%
NFLX -370 -12.5%
SAP -355 -16.9%
CNI -323 -100.0%
GDDY -322 -100.0%
KDP -289 -100.0%
NVO -269 -18.2%
CNC -267 -100.0%
TW -257 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type