West Financial Advisors, LLC
All 13F Filings
- Location
- Des Moines, IA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 665,033
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/22/2026 | 275 | 665,033 | 13F-HR | West Financial Advisors, LLC |
| Q2 2026 | 7/8/2026 | 224 | 658,507 | 13F-HR | West Financial Advisors, LLC |
| Q1 2026 | 4/8/2026 | 193 | 589,119 | 13F-HR | West Financial Advisors, LLC |
| Q4 2025 | 1/13/2026 | 236 | 592,670 | 13F-HR | West Financial Advisors, LLC |
| Q3 2025 | 10/14/2025 | 193 | 604,984 | 13F-HR | West Financial Advisors, LLC |
| Q2 2025 | 7/21/2025 | 207 | 574,714 | 13F-HR | West Financial Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 18.24 K | 2.7% | 547 | 0 | 547 |
| ETFs | 646.8 K | 97.3% | 5.968 K | 0 | 5.968 K |
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Fund Snapshot
Q3 2026
Latest filed
10/22/2026
Total value ($000)
665,033
Holdings
275
QoQ value change ($000)
6,526
(1.0%)
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.