West Family Investments, Inc.
All 13F Filings
- Location
- Carlsbad, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 285,249
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/7/2026 | 259 | 285,249 | 13F-HR | West Family Investments, Inc. |
| Q4 2025 | 2/11/2026 | 351 | 425,930 | 13F-HR | West Family Investments, Inc. |
| Q3 2025 | 2/10/2026 | 1 | 2,954 | 13F-HR/A - NEW HOLDINGS | West Family Investments, Inc. |
| Q3 2025 | 11/12/2025 | 377 | 444,818 | 13F-HR | West Family Investments, Inc. |
| Q2 2025 | 8/13/2025 | 368 | 383,178 | 13F-HR | West Family Investments, Inc. |
| Q1 2014 | 5/14/2014 | 105 | 456,872 | 13F-HR | West Family Investments, Inc. |
| Q4 2013 | 2/10/2014 | 107 | 434,847 | 13F-HR | West Family Investments, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 202.2 K | 70.9% | 0 | 148.9 K | -148.9 K |
| ETFs | 83.05 K | 29.1% | 8.18 K | 0 | 8.18 K |
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Fund Snapshot
Q1 2026
Latest filed
5/7/2026
Total value ($000)
285,249
Holdings
259
QoQ value change ($000)
-140,681
(-33.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.