West Financial Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Des Moines, IA
Holdings as of
3/31/2026
Date filed
4/8/2026
Form type
13F-HR
Num holdings
193
Total value ($000)
$589,119
Net value change ($000)
-3,551 (-0.6%)
New positions
11
Sold out positions
54
Turnover %
7.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
DFLV 20,419 NEW
XLE 4,385 NEW
XLB 3,851 NEW
XLV 3,689 NEW
IJH 1,258 5.3%
CASY 1,191 302.3%
TIP 682 3.5%
VTEB 609 1.1%
DFNM 535 5.9%
DFAS 406 2.7%
Top Reduces (Value $000, Stocks/ETFs)
VOO -21,099 -22.5%
SPY -4,000 -6.0%
XLK -3,958 -100.0%
XLC -3,886 -100.0%
XLY -3,882 -100.0%
QQQ -478 -8.6%
SCHW -413 -32.8%
VIG -342 -4.1%
MSFT -339 -24.8%
VTI -333 -6.2%
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