West Financial Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Des Moines, IA
Holdings as of
12/31/2025
Date filed
1/13/2026
Form type
13F-HR
Num holdings
236
Total value ($000)
$592,670
Net value change ($000)
-12,314 (-2.0%)
New positions
49
Sold out positions
6
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/14/2025 Next filing: 4/8/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VCIT 4,744 28.5%
TIP 4,485 30.1%
VEA 1,393 2.1%
DFAS 721 5.1%
IEFA 407 1.6%
VT 370 NEW
XLK 177 4.7%
XLI 145 3.9%
VXUS 71 3.3%
SCHW 56 4.7%
Top Reduces (Value $000, Stocks/ETFs)
BND -7,241 -12.1%
VOO -4,837 -4.9%
VTEB -2,854 -5.0%
SPY -2,616 -3.8%
VIG -1,509 -15.3%
VUG -751 -28.1%
VXF -599 -4.3%
QQQ -487 -8.1%
MSFT -478 -25.9%
GOOGL -457 -77.5%
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