WEST MICHIGAN ADVISORS, LLC

Q3 2025 13F-HR Holdings

Location
Holland, MI
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
261
Total value ($000)
$415,988
Net value change ($000)
+61,493 (17.3%)
New positions
58
Sold out positions
32
Turnover %
17.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/31/2025 Next filing: 1/28/2026 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)
GNTX 11,261 28.5%
PSEP 9,006 NEW
NEM 4,693 1623.9%
TLN 3,155 NEW
QCOM 3,103 443.3%
AU 2,888 NEW
TPR 2,776 628.1%
LDOS 2,765 NEW
MO 2,650 NEW
TIGO 2,597 NEW
Top Reduces (Value $000, Stocks/ETFs)
SGOV -13,794 -82.6%
PDEC -9,034 -100.0%
FTGS -2,562 -48.9%
JIRE -2,282 -50.0%
JEPQ -2,226 -28.3%
CGGO -2,085 -28.2%
SPHQ -1,811 -38.7%
JMEE -1,763 -43.1%
VZ -1,290 -28.0%
JCI -1,198 -34.1%
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