West Financial Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Des Moines, IA
Holdings as of
9/30/2026
Date filed
10/22/2026
Form type
13F-HR
Num holdings
275
Total value ($000)
$665,033
Net value change ($000)
+6,526 (1.0%)
New positions
87
Sold out positions
37
Turnover %
10.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VCSH 24,258 NEW
VTIP 24,037 NEW
VTI 7,140 116.9%
DFNM 6,947 66.6%
BIL 6,037 202.0%
XLV 4,121 NEW
XLF 3,903 NEW
VOO 1,970 2.3%
DFAE 1,435 3.6%
VBR 1,033 184.5%
Top Reduces (Value $000, Stocks/ETFs)
VCIT -22,278 -98.5%
TIP -20,767 -99.2%
VTEB -10,558 -18.8%
BND -7,389 -12.4%
XLI -4,426 -100.0%
XLB -4,131 -100.0%
IJH -2,175 -7.3%
VEA -1,683 -2.3%
VXF -986 -6.3%
VNQ -832 -4.9%
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