WEST MICHIGAN ADVISORS, LLC

Q2 2026 13F-HR/A Holdings

Location
Holland, MI
Holdings as of
6/30/2026
Date filed
8/21/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
295
Total value ($000)
$526,136
Net value change ($000)
+70,943 (15.6%)
New positions
56
Sold out positions
59
Turnover %
36.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
FIDELITY COVINGTON TRUST 15,575 NEW
Defender Risk Adaptive 500 ETF 14,260 NEW
Apple Inc 13,190 NEW
GNTX 6,502 16.6%
Advanced Micro Device In 6,105 NEW
American Express Co. 5,301 NEW
MU 4,863 688.8%
SNDK 4,780 584.4%
WDC 4,444 527.2%
Amazon.com Inc 4,336 NEW
Top Reduces (Value $000, Stocks/ETFs)
DIVO -15,205 -100.0%
AAPL -11,641 -100.0%
PJAN -7,890 -100.0%
AMZN -5,263 -100.0%
AXP -4,273 -100.0%
FTI -3,620 -100.0%
IONS -3,350 -100.0%
CSCO -3,283 -69.9%
FTAI -3,212 -100.0%
FIVE -3,112 -92.0%
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