WEST MICHIGAN ADVISORS, LLC

Q1 2026 13F-HR Holdings

Location
Holland, MI
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
298
Total value ($000)
$455,193
Net value change ($000)
+19,604 (4.5%)
New positions
63
Sold out positions
36
Turnover %
21.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
PJAN 7,890 NEW
MRK 4,356 460.0%
BMY 4,043 NEW
HAS 3,863 NEW
FTI 3,620 NEW
FIVE 3,384 NEW
QQQI 3,300 NEW
FTAI 3,212 NEW
BOXX 3,045 154.7%
WFRD 2,646 NEW
Top Reduces (Value $000, Stocks/ETFs)
POCT -8,212 -100.0%
JEPQ -4,355 -74.6%
EPAM -3,737 -100.0%
TPR -3,429 -100.0%
PLTR -3,166 -82.3%
WBD -3,002 -80.3%
APH -2,895 -100.0%
NXPI -2,693 -90.7%
INSM -2,683 -100.0%
GNTX -2,540 -6.1%
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