WEST MICHIGAN ADVISORS, LLC

Q4 2025 13F-HR Holdings

Location
Holland, MI
Holdings as of
12/31/2025
Date filed
1/28/2026
Form type
13F-HR
Num holdings
271
Total value ($000)
$435,589
Net value change ($000)
+19,601 (4.7%)
New positions
32
Sold out positions
22
Turnover %
10.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
POCT 8,212 NEW
WBD 3,739 NEW
IONS 3,039 NEW
APH 2,895 NEW
MINT 2,466 149.9%
PLTR 2,154 127.2%
KRMN 1,995 NEW
SGOV 1,903 65.6%
BWXT 1,877 NEW
FSSL 1,597 NEW
Top Reduces (Value $000, Stocks/ETFs)
GNTX -9,013 -17.8%
PSEP -8,400 -93.3%
TLN -3,155 -100.0%
GEV -2,564 -88.2%
AU -2,276 -78.8%
DLTR -1,978 -100.0%
CDTX -1,580 -100.0%
AVGO -1,280 -16.7%
NEM -987 -19.8%
APP -791 -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