WEST MICHIGAN ADVISORS, LLC
Q3 2026 13F-HR Holdings
Net value change ($000)
+5,442
(1.0%)
New positions
51
Sold out positions
57
Turnover %
36.7%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q2 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)
| DIVO | 16,598 | NEW |
| AAPL | 15,338 | NEW |
| Defender Risk Adaptive 500 ETF | 9,404 | 65.9% |
| AROC | 7,242 | NEW |
| MRNA | 5,388 | NEW |
| AXP | 5,281 | NEW |
| AMP | 4,681 | NEW |
| DOCN | 4,656 | NEW |
| AMZN | 4,555 | NEW |
| XHLF | 3,884 | 228.2% |
Top Reduces (Value $000, Stocks/ETFs)
| FIDELITY COVINGTON TRUST | -15,575 | -100.0% |
| Apple Inc | -13,190 | -100.0% |
| GNTX | -6,407 | -14.0% |
| Advanced Micro Device In | -6,105 | -100.0% |
| Apple | -5,382 | -100.0% |
| American Express Co. | -5,301 | -100.0% |
| COHR | -4,837 | -91.0% |
| MRK | -4,774 | -83.1% |
| Amazon.com Inc | -4,336 | -100.0% |
| RKLB | -3,834 | -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.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|