West Financial Advisors, LLC

Q2 2025 13F-HR Holdings

Location
Des Moines, IA
Holdings as of
6/30/2025
Date filed
7/21/2025
Form type
13F-HR
Num holdings
207
Total value ($000)
$574,714
Net value change ($000)
—
New positions
207
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 10/14/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
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)
VOO 79,868 —
SPY 65,545 —
VEA 64,392 —
BND 60,935 —
VTEB 55,782 —
DFAE 28,437 —
IJH 24,066 —
IEFA 23,828 —
DUHP 21,832 —
VCIT 16,088 —
Top Reduces (Value $000, Stocks/ETFs)
—
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