West Financial Advisors

DES MOINES, IAfiles as West Financial Advisors, LLC

$659m in 223 US stocks at the end of 30 June 2026. The top 10 are 74.4% of the money. It changed about 4.5% of the portfolio this quarter.

Value

$659m

Stocks

223

Top 10 share

74.4%

Turnover

4.5%

What changed this quarter

New

Bought for the first time this quarter.

Select Sector Spdr TRXLK
0.7% of the fund
Ishares TRMTUM
0.2% of the fund
Invesco Exch Traded FD TR IIIDMO
<0.1% of the fund
NetAppNTAP
<0.1% of the fund
Space Exploration TechnologiesSPCX
<0.1% of the fund
Invesco Exchange Traded FD TRSP
<0.1% of the fund
Apollo Global ManagementAPO
<0.1% of the fund
Select Sector Spdr TRXLU
<0.1% of the fund
Spdr Index SHS FDSGII
<0.1% of the fund
FortinetFTNT
<0.1% of the fund
Litman Gregory FDS TRDBMF
<0.1% of the fund
CloudflareNET
<0.1% of the fund
Enphase EnergyENPH
<0.1% of the fund
Intuitive MachinesLUNR
<0.1% of the fund
Take TWO Interactive SoftwareTTWO
<0.1% of the fund
Vertex PharmaceuticalsVRTX
<0.1% of the fund
ToroTTC
<0.1% of the fund
DoorDashDASH
<0.1% of the fund
Globus MedicalGMED
<0.1% of the fund
ProgressivePGR
<0.1% of the fund
Banco Bradesco S ABBD
<0.1% of the fund
RobloxRBLX
<0.1% of the fund
ShopifySHOP
<0.1% of the fund
Upstart HoldingsUPST
<0.1% of the fund
Unity SoftwareU
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Index FDSVOO
13.2% of the fund
+4%
Vanguard BD Index FDSBND
9.1% of the fund
+13%
Dimensional ETF TrustDFAE
6.0% of the fund
+14%
Ishares TRIJH
4.5% of the fund
+3%
Vanguard Scottsdale FDSVCIT
3.4% of the fund
+6%
Ishares TRTIP
3.2% of the fund
+5%
Dimensional ETF TrustDFAS
2.8% of the fund
+5%
Vanguard Index FDSVNQ
2.6% of the fund
+2%
Dimensional ETF TrustDFNM
1.6% of the fund
+7%
Invesco QQQ TRQQQ
1.0% of the fund
+4%
Vanguard Index FDSVTI
0.9% of the fund
+6%
AppleAAPL
0.7% of the fund
+6%
Select Sector Spdr TRXLI
0.7% of the fund
+3%
Select Sector Spdr TRXLB
0.6% of the fund
+5%
Ishares Bitcoin Trust ETFIBIT
<0.1% of the fund
+9%
Vanguard World FDVCEB
<0.1% of the fund
+2%
Tyler TechnologiesTYL
<0.1% of the fund
+16%
Dimensional ETF TrustDFIV
<0.1% of the fund
+592%
JPMorgan ChaseJPM
<0.1% of the fund
+22%
Schwab Strategic TRSCHD
<0.1% of the fund
+5%
Dimensional ETF TrustDFAI
<0.1% of the fund
+56838%
AlphabetGOOG
<0.1% of the fund
+24%
Wells Fargo & CompanyWFC
<0.1% of the fund
+51%
Amazon.comAMZN
<0.1% of the fund
+25%
NvidiaNVDA
<0.1% of the fund
+29%

Cut

Sold some of their stake.

Vanguard Tax-Managed FDSVEA
11.1% of the fund
-4%
Dimensional ETF TrustDFLV
2.8% of the fund
-18%
Vanguard Specialized FundsVIG
1.2% of the fund
-7%
Vanguard Index FDSVB
0.6% of the fund
-2%
Select Sector Spdr TRXLE
0.6% of the fund
-3%
Spdr Series TrustBIL
0.5% of the fund
-59%
Vanguard Index FDSVO
0.4% of the fund
-3%
Vanguard Star FDSVXUS
0.3% of the fund
-3%
MicrosoftMSFT
0.2% of the fund
-4%
Vanguard World FDMGC
0.2% of the fund
-3%
Vanguard Intl Equity Index FVT
<0.1% of the fund
-9%
Ishares TRIWF
<0.1% of the fund
-3%
Wisdomtree TRHEDJ
<0.1% of the fund
-7%
Berkshire HathawayBRK-B
<0.1% of the fund
-4%
Principal Financial GroupPFG
<0.1% of the fund
-16%
Ishares TRMUB
<0.1% of the fund
-16%
Schwab Strategic TRSCHF
<0.1% of the fund
-24%
Prudential FinancialPRU
<0.1% of the fund
-74%

Sold out

Sold their entire stake.

Select Sector Spdr TRXLV
-100%
ExxonMobil HoldingsXOM
-100%
Hologic
-100%
Johnson & JohnsonJNJ
-100%

Holdings

Vanguard Index FDSVOO
Share
13.2%
Value
$87m
Shares
126,894
+4%
Vanguard Tax-Managed FDSVEA
Share
11.1%
Value
$73m
Shares
1,026,448
-4%
State STR Spdr S&P 500 ETF TSPY
Share
11.0%
Value
$73m
Shares
97,397
Held
Vanguard BD Index FDSBND
Share
9.1%
Value
$60m
Shares
812,403
+13%
Vanguard MUN BD FDSVTEB
Share
8.5%
Value
$56m
Shares
1,110,601
Held
Dimensional ETF TrustDFAE
Share
6.0%
Value
$40m
Shares
986,974
+14%
Ishares TRIJH
Share
4.5%
Value
$30m
Shares
384,262
+3%
Ishares TRIEFA
Share
4.3%
Value
$28m
Shares
290,065
Held
Vanguard Scottsdale FDSVCIT
Share
3.4%
Value
$23m
Shares
273,712
+6%
Ishares TRTIP
Share
3.2%
Value
$21m
Shares
191,290
+5%
Dimensional ETF TrustDFLV
Share
2.8%
Value
$19m
Shares
471,407
-18%
Dimensional ETF TrustDFAS
Share
2.8%
Value
$18m
Shares
224,344
+5%
Vanguard Index FDSVNQ
Share
2.6%
Value
$17m
Shares
174,613
+2%
Vanguard Index FDSVXF
Share
2.4%
Value
$16m
Shares
63,648
Held
Dimensional ETF TrustDFNM
Share
1.6%
Value
$10m
Shares
215,661
+7%
Vanguard Specialized FundsVIG
Share
1.2%
Value
$8m
Shares
34,525
-7%
Invesco QQQ TRQQQ
Share
1.0%
Value
$7m
Shares
9,150
+4%
Vanguard Index FDSVTI
Share
0.9%
Value
$6m
Shares
16,509
+6%
Select Sector Spdr TRXLK
Share
0.7%
Value
$5m
Shares
25,574
New
AppleAAPL
Share
0.7%
Value
$5m
Shares
16,662
+6%
Select Sector Spdr TRXLI
Share
0.7%
Value
$4m
Shares
23,895
+3%
Select Sector Spdr TRXLB
Share
0.6%
Value
$4m
Shares
81,267
+5%
Vanguard Index FDSVB
Share
0.6%
Value
$4m
Shares
12,796
-2%
Select Sector Spdr TRXLE
Share
0.6%
Value
$4m
Shares
69,771
-3%
Spdr Series TrustBIL
Share
0.5%
Value
$3m
Shares
32,615
-59%
Vanguard Index FDSVO
Share
0.4%
Value
$3m
Shares
36,700
-3%
Vanguard World FDVSGX
Share
0.4%
Value
$2m
Shares
30,336
Held
Vanguard Intl Equity Index FVWO
Share
0.4%
Value
$2m
Shares
41,309
Held
Vanguard World FDESGV
Share
0.4%
Value
$2m
Shares
18,386
Held
Vanguard Star FDSVXUS
Share
0.3%
Value
$2m
Shares
26,224
-3%
Vanguard Index FDSVUG
Share
0.3%
Value
$2m
Shares
23,639
Held
Invesco Exchange Traded FD TPRF
Share
0.3%
Value
$2m
Shares
35,724
Held
Caseys General StoresCASY
Share
0.3%
Value
$2m
Shares
2,136
Held
Ishares TRMTUM
Share
0.2%
Value
$1m
Shares
3,191
New
MicrosoftMSFT
Share
0.2%
Value
$999,969
Shares
2,681
-4%
Vanguard World FDMGC
Share
0.2%
Value
$992,457
Shares
3,627
-3%
Charles SchwabSCHW
Share
0.1%
Value
$830,430
Shares
9,000
Held
Alliant EnergyLNT
Share
0.1%
Value
$821,491
Shares
10,768
Held
Berkshire Hathaway INC DELBRK-A
Share
0.1%
Value
$748,850
Shares
1
Held
Ishares TRSUSA
Share
0.1%
Value
$703,454
Shares
4,559
Held
Ishares TRDSI
Share
<0.1%
Value
$635,487
Shares
4,463
Held
Ishares Bitcoin Trust ETFIBIT
Share
<0.1%
Value
$625,852
Shares
18,800
+9%
Vanguard World FDVCEB
Share
<0.1%
Value
$624,056
Shares
9,944
+2%
Vanguard Index FDSVTV
Share
<0.1%
Value
$595,416
Shares
2,732
Held
TeslaTSLA
Share
<0.1%
Value
$560,660
Shares
1,333
Held
Vanguard Index FDSVBR
Share
<0.1%
Value
$559,571
Shares
2,303
Held
Tyler TechnologiesTYL
Share
<0.1%
Value
$491,218
Shares
1,680
+16%
Schwab Strategic TRSCHB
Share
<0.1%
Value
$483,082
Shares
16,681
Held
Vanguard Intl Equity Index FVT
Share
<0.1%
Value
$397,869
Shares
2,535
-9%
Ishares TRIWF
Share
<0.1%
Value
$368,025
Shares
2,964
-3%
Globe LifeGL
Share
<0.1%
Value
$357,360
Shares
2,000
Held
OracleORCL
Share
<0.1%
Value
$335,453
Shares
2,289
Held
QualcommQCOM
Share
<0.1%
Value
$295,664
Shares
1,600
Held
AmgenAMGN
Share
<0.1%
Value
$276,660
Shares
764
Held
Norfolk SouthernNSC
Share
<0.1%
Value
$266,144
Shares
846
Held
Ishares TRIWD
Share
<0.1%
Value
$254,310
Shares
1,049
Held
Dimensional ETF TrustDFIV
Share
<0.1%
Value
$248,871
Shares
4,607
+592%
JPMorgan ChaseJPM
Share
<0.1%
Value
$225,531
Shares
689
+22%
US BancorpUSB
Share
<0.1%
Value
$224,990
Shares
3,725
Held
IntelINTC
Share
<0.1%
Value
$217,404
Shares
1,557
Held
International Business MachinesIBM
Share
<0.1%
Value
$215,407
Shares
766
Held
AlphabetGOOGL
Share
<0.1%
Value
$214,780
Shares
601
Held
IsharesIEMG
Share
<0.1%
Value
$201,467
Shares
2,432
Held
Ishares TRITOT
Share
<0.1%
Value
$193,018
Shares
1,175
Held
Wisdomtree TRHEDJ
Share
<0.1%
Value
$188,385
Shares
3,305
-7%
Schwab Strategic TRSCHD
Share
<0.1%
Value
$187,914
Shares
5,926
+5%
Dimensional ETF TrustDFAI
Share
<0.1%
Value
$187,894
Shares
4,555
+56838%
AlphabetGOOG
Share
<0.1%
Value
$184,792
Shares
523
+24%
Berkshire HathawayBRK-B
Share
<0.1%
Value
$181,642
Shares
363
-4%
Union PacificUNP
Share
<0.1%
Value
$181,424
Shares
667
Held
Church & DwightCHD
Share
<0.1%
Value
$175,160
Shares
1,808
Held
Principal Financial GroupPFG
Share
<0.1%
Value
$162,856
Shares
1,511
-16%
Archer-Daniels-MidlandADM
Share
<0.1%
Value
$152,800
Shares
2,000
Held
Ishares TRIWM
Share
<0.1%
Value
$149,625
Shares
498
Held
ChevronCVX
Share
<0.1%
Value
$146,864
Shares
886
Held
Invesco Exch Traded FD TR IIIDMO
Share
<0.1%
Value
$145,541
Shares
2,414
New
MerckMRK
Share
<0.1%
Value
$143,149
Shares
1,114
Held
BroadcomAVGO
Share
<0.1%
Value
$130,324
Shares
345
Held
Wells Fargo & CompanyWFC
Share
<0.1%
Value
$121,422
Shares
1,469
+51%
Amazon.comAMZN
Share
<0.1%
Value
$119,170
Shares
500
+25%
Ishares TRIWR
Share
<0.1%
Value
$115,064
Shares
1,043
Held
Bio-TechneTECH
Share
<0.1%
Value
$109,932
Shares
1,556
Held
Lam ResearchLRCX
Share
<0.1%
Value
$108,333
Shares
250
Held
Meta PlatformsMETA
Share
<0.1%
Value
$104,209
Shares
185
Held
Ishares TREEM
Share
<0.1%
Value
$97,006
Shares
1,418
Held
BoeingBA
Share
<0.1%
Value
$93,732
Shares
433
Held
Vanguard Index FDSVBK
Share
<0.1%
Value
$92,879
Shares
254
Held
CumminsCMI
Share
<0.1%
Value
$89,865
Shares
126
Held
NvidiaNVDA
Share
<0.1%
Value
$88,640
Shares
443
+29%
Coca-ColaKO
Share
<0.1%
Value
$86,553
Shares
1,065
Held
Price T Rowe GroupTROW
Share
<0.1%
Value
$83,676
Shares
736
Held
Ishares TRDGRO
Share
<0.1%
Value
$83,218
Shares
1,098
Held
JabilJBL
Share
<0.1%
Value
$77,096
Shares
200
Held
CortevaCTVA
Share
<0.1%
Value
$73,460
Shares
867
Held
WelltowerWELL
Share
<0.1%
Value
$72,631
Shares
320
Held
Vanguard Whitehall FDSVYM
Share
<0.1%
Value
$67,479
Shares
427
+114%
Home DepotHD
Share
<0.1%
Value
$57,135
Shares
162
Held
Invesco Exch Traded FD TR IIPIO
Share
<0.1%
Value
$56,213
Shares
1,250
Held
Eli LillyLLY
Share
<0.1%
Value
$55,174
Shares
46
Held
AonAON
Share
<0.1%
Value
$53,734
Shares
162
Held

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVOO	13.2%	$87m	126,894	+4%
Vanguard Tax-Managed FDSVEA	11.1%	$73m	1,026,448	-4%
State STR Spdr S&P 500 ETF TSPY	11.0%	$73m	97,397	Held
Vanguard BD Index FDSBND	9.1%	$60m	812,403	+13%
Vanguard MUN BD FDSVTEB	8.5%	$56m	1,110,601	Held
Dimensional ETF TrustDFAE	6.0%	$40m	986,974	+14%
Ishares TRIJH	4.5%	$30m	384,262	+3%
Ishares TRIEFA	4.3%	$28m	290,065	Held
Vanguard Scottsdale FDSVCIT	3.4%	$23m	273,712	+6%
Ishares TRTIP	3.2%	$21m	191,290	+5%
Dimensional ETF TrustDFLV	2.8%	$19m	471,407	-18%
Dimensional ETF TrustDFAS	2.8%	$18m	224,344	+5%
Vanguard Index FDSVNQ	2.6%	$17m	174,613	+2%
Vanguard Index FDSVXF	2.4%	$16m	63,648	Held
Dimensional ETF TrustDFNM	1.6%	$10m	215,661	+7%
Vanguard Specialized FundsVIG	1.2%	$8m	34,525	-7%
Invesco QQQ TRQQQ	1.0%	$7m	9,150	+4%
Vanguard Index FDSVTI	0.9%	$6m	16,509	+6%
Select Sector Spdr TRXLK	0.7%	$5m	25,574	New
AppleAAPL	0.7%	$5m	16,662	+6%
Select Sector Spdr TRXLI	0.7%	$4m	23,895	+3%
Select Sector Spdr TRXLB	0.6%	$4m	81,267	+5%
Vanguard Index FDSVB	0.6%	$4m	12,796	-2%
Select Sector Spdr TRXLE	0.6%	$4m	69,771	-3%
Spdr Series TrustBIL	0.5%	$3m	32,615	-59%
Vanguard Index FDSVO	0.4%	$3m	36,700	-3%
Vanguard World FDVSGX	0.4%	$2m	30,336	Held
Vanguard Intl Equity Index FVWO	0.4%	$2m	41,309	Held
Vanguard World FDESGV	0.4%	$2m	18,386	Held
Vanguard Star FDSVXUS	0.3%	$2m	26,224	-3%
Vanguard Index FDSVUG	0.3%	$2m	23,639	Held
Invesco Exchange Traded FD TPRF	0.3%	$2m	35,724	Held
Caseys General StoresCASY	0.3%	$2m	2,136	Held
Ishares TRMTUM	0.2%	$1m	3,191	New
MicrosoftMSFT	0.2%	$999,969	2,681	-4%
Vanguard World FDMGC	0.2%	$992,457	3,627	-3%
Charles SchwabSCHW	0.1%	$830,430	9,000	Held
Alliant EnergyLNT	0.1%	$821,491	10,768	Held
Berkshire Hathaway INC DELBRK-A	0.1%	$748,850	1	Held
Ishares TRSUSA	0.1%	$703,454	4,559	Held
Ishares TRDSI	<0.1%	$635,487	4,463	Held
Ishares Bitcoin Trust ETFIBIT	<0.1%	$625,852	18,800	+9%
Vanguard World FDVCEB	<0.1%	$624,056	9,944	+2%
Vanguard Index FDSVTV	<0.1%	$595,416	2,732	Held
TeslaTSLA	<0.1%	$560,660	1,333	Held
Vanguard Index FDSVBR	<0.1%	$559,571	2,303	Held
Tyler TechnologiesTYL	<0.1%	$491,218	1,680	+16%
Schwab Strategic TRSCHB	<0.1%	$483,082	16,681	Held
Vanguard Intl Equity Index FVT	<0.1%	$397,869	2,535	-9%
Ishares TRIWF	<0.1%	$368,025	2,964	-3%
Globe LifeGL	<0.1%	$357,360	2,000	Held
OracleORCL	<0.1%	$335,453	2,289	Held
QualcommQCOM	<0.1%	$295,664	1,600	Held
AmgenAMGN	<0.1%	$276,660	764	Held
Norfolk SouthernNSC	<0.1%	$266,144	846	Held
Ishares TRIWD	<0.1%	$254,310	1,049	Held
Dimensional ETF TrustDFIV	<0.1%	$248,871	4,607	+592%
JPMorgan ChaseJPM	<0.1%	$225,531	689	+22%
US BancorpUSB	<0.1%	$224,990	3,725	Held
IntelINTC	<0.1%	$217,404	1,557	Held
International Business MachinesIBM	<0.1%	$215,407	766	Held
AlphabetGOOGL	<0.1%	$214,780	601	Held
IsharesIEMG	<0.1%	$201,467	2,432	Held
Ishares TRITOT	<0.1%	$193,018	1,175	Held
Wisdomtree TRHEDJ	<0.1%	$188,385	3,305	-7%
Schwab Strategic TRSCHD	<0.1%	$187,914	5,926	+5%
Dimensional ETF TrustDFAI	<0.1%	$187,894	4,555	+56838%
AlphabetGOOG	<0.1%	$184,792	523	+24%
Berkshire HathawayBRK-B	<0.1%	$181,642	363	-4%
Union PacificUNP	<0.1%	$181,424	667	Held
Church & DwightCHD	<0.1%	$175,160	1,808	Held
Principal Financial GroupPFG	<0.1%	$162,856	1,511	-16%
Archer-Daniels-MidlandADM	<0.1%	$152,800	2,000	Held
Ishares TRIWM	<0.1%	$149,625	498	Held
ChevronCVX	<0.1%	$146,864	886	Held
Invesco Exch Traded FD TR IIIDMO	<0.1%	$145,541	2,414	New
MerckMRK	<0.1%	$143,149	1,114	Held
BroadcomAVGO	<0.1%	$130,324	345	Held
Wells Fargo & CompanyWFC	<0.1%	$121,422	1,469	+51%
Amazon.comAMZN	<0.1%	$119,170	500	+25%
Ishares TRIWR	<0.1%	$115,064	1,043	Held
Bio-TechneTECH	<0.1%	$109,932	1,556	Held
Lam ResearchLRCX	<0.1%	$108,333	250	Held
Meta PlatformsMETA	<0.1%	$104,209	185	Held
Ishares TREEM	<0.1%	$97,006	1,418	Held
BoeingBA	<0.1%	$93,732	433	Held
Vanguard Index FDSVBK	<0.1%	$92,879	254	Held
CumminsCMI	<0.1%	$89,865	126	Held
NvidiaNVDA	<0.1%	$88,640	443	+29%
Coca-ColaKO	<0.1%	$86,553	1,065	Held
Price T Rowe GroupTROW	<0.1%	$83,676	736	Held
Ishares TRDGRO	<0.1%	$83,218	1,098	Held
JabilJBL	<0.1%	$77,096	200	Held
CortevaCTVA	<0.1%	$73,460	867	Held
WelltowerWELL	<0.1%	$72,631	320	Held
Vanguard Whitehall FDSVYM	<0.1%	$67,479	427	+114%
Home DepotHD	<0.1%	$57,135	162	Held
Invesco Exch Traded FD TR IIPIO	<0.1%	$56,213	1,250	Held
Eli LillyLLY	<0.1%	$55,174	46	Held
AonAON	<0.1%	$53,734	162	Held

Showing the largest 100 of 223.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 14.6% since 30 June 2025.

Where the money is

Technology1.2%

Financial services0.4%

Everyday goods0.3%

Retail & consumer0.1%

Utilities0.1%

Industrials0.1%

Health care0.1%

Media & telecom0.1%

Energy0.0%

Materials0.0%

Real estate0.0%

Other97.5%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.