West Financial Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Des Moines, IA
Holdings as of
9/30/2025
Date filed
10/14/2025
Form type
13F-HR
Num holdings
193
Total value ($000)
$604,984
Net value change ($000)
+30,270 (5.3%)
New positions
5
Sold out positions
19
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2025 Next filing: 1/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VOO 18,737 23.5%
TIP 14,888 744400.0%
VNQ 13,551 945.6%
SPY 4,107 6.3%
XLY 3,776 5102.7%
VEA 3,026 4.7%
IEFA 1,613 6.8%
VTEB 1,085 1.9%
AAPL 977 26.2%
VXF 909 7.0%
Top Reduces (Value $000, Stocks/ETFs)
DUHP -21,823 -100.0%
HYS -13,298 -96.9%
XLF -3,409 -97.6%
BND -888 -1.5%
MUB -583 -100.0%
VCEB -271 -31.9%
TYL -96 -11.2%
VIGI -65 -100.0%
QCRH -59 -100.0%
XEL -45 -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