West Financial Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Des Moines, IA
Holdings as of
6/30/2026
Date filed
7/8/2026
Form type
13F-HR
Num holdings
224
Total value ($000)
$658,507
Net value change ($000)
+69,388 (11.8%)
New positions
35
Sold out positions
4
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 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)
VOO 14,483 19.9%
DFAE 10,492 35.9%
SPY 9,697 15.4%
BND 6,667 12.6%
XLK 4,872 NEW
VEA 4,627 6.8%
IJH 4,431 17.6%
DFAS 3,294 21.7%
VXF 2,487 18.9%
IEFA 2,125 8.2%
Top Reduces (Value $000, Stocks/ETFs)
BIL -4,247 -58.7%
XLV -3,689 -100.0%
DFLV -1,780 -8.7%
XLE -679 -15.5%
XOM -97 -100.0%
HOLX -62 -100.0%
IBIT -38 -5.7%
CVX -36 -19.7%
MSFT -29 -2.8%
SCHW -16 -1.9%
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