West Financial Advisors, LLC
All 13F Filings
- Location
- Des Moines, IA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 658,507
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 17.69 K | 2.7% | 1.884 K | 0 | 1.884 K |
| ETFs | 640.8 K | 97.3% | 67.5 K | 0 | 67.5 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/8/2026
Total value ($000)
658,507
Holdings
224
QoQ value change ($000)
69,388
(11.8%)
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.