West Michigan Advisors

HOLLAND, MIfiles as WEST MICHIGAN ADVISORS, LLC

$526m in 295 US stocks at the end of 30 June 2026. The top 10 are 26.6% of the money. It changed about 29.6% of the portfolio this quarter.

Value

$526m

Stocks

295

Top 10 share

26.6%

Turnover

29.6%

What changed this quarter

New

Bought for the first time this quarter.

Amplify CWP Enhanced DIV Inm ETF
3.0% of the fund
Defender Risk Adaptive 500 ETFSPDF
2.7% of the fund
Apple
2.5% of the fund
Advanced Micro Device In
1.2% of the fund
American Express
1.0% of the fund
Amazon.Com
0.8% of the fund
Analog Devices
0.6% of the fund
Applied Matls Incorporated
0.5% of the fund
Bondbloxx ETF TrustXHLF
0.3% of the fund
Air Prod & Chemicals
0.3% of the fund
Marvell TechnologyMRVL
0.3% of the fund
Astera LabsALAB
0.3% of the fund
Dell TechnologiesDELL
0.3% of the fund
Berkshire Hathaway Class B
0.3% of the fund
FlexFLEX
0.3% of the fund
Avantis US Small Cap Value ETF
0.3% of the fund
Amplify Intrntnl Enhnc Divi Incm ETF
0.3% of the fund
Service Corp InternationalSCI
0.3% of the fund
Amkor Technology
0.2% of the fund
Iridium CommunicationsIRDM
0.2% of the fund
Lattice SemiconductorLSCC
0.2% of the fund
MACOM Technology Solutions HoldingsMTSI
0.2% of the fund
Bondbloxx ETF TrustXONE
0.2% of the fund
GlobalfoundriesGFS
0.2% of the fund
ON SemiconductorON
0.2% of the fund

Added

Bought more of a stock they already held.

NvidiaNVDA
2.4% of the fund
+2%
EA Series TrustBOXX
1.5% of the fund
+53%
Ishares TRSGOV
1.4% of the fund
+44%
Invesco QQQ TRQQQ
1.2% of the fund
+46%
SandiskSNDK
1.1% of the fund
+91%
Micron TechnologyMU
1.1% of the fund
+131%
CoherentCOHR
1.0% of the fund
+159%
Western DigitalWDC
1.0% of the fund
+166%
Revolution MedicinesRVMD
1.0% of the fund
+233%
Illinois Tool WorksITW
1.0% of the fund
+24%
Gilead SciencesGILD
0.9% of the fund
+32%
ComcastCMCSA
0.9% of the fund
+38%
AllegionALLE
0.9% of the fund
+33%
Altria GroupMO
0.9% of the fund
+11%
Bristol-Myers SquibbBMY
0.9% of the fund
+23%
EOG ResourcesEOG
0.9% of the fund
+18%
NewmontNEM
0.9% of the fund
+14%
HasbroHAS
0.9% of the fund
+32%
Capital Group GBL Growth EQTCGGO
0.8% of the fund
+2%
Neos ETF TrustQQQI
0.8% of the fund
+15%
Spdr Gold TRGLD
0.8% of the fund
+32%
Lumentum HoldingsLITE
0.8% of the fund
+327%
CienaCIEN
0.8% of the fund
+230%
Marathon PetroleumMPC
0.8% of the fund
+2%
Rocket LabRKLB
0.7% of the fund
+246%

Cut

Sold some of their stake.

MicrosoftMSFT
1.9% of the fund
-5%
IntelINTC
1.3% of the fund
-23%
BroadcomAVGO
1.3% of the fund
-6%
Huntington BancsharesHBAN
1.0% of the fund
-11%
QualcommQCOM
0.9% of the fund
-26%
EatonETN
0.9% of the fund
-4%
Pacer FDS TRQDPL
0.6% of the fund
-3%
AlphabetGOOGL
0.5% of the fund
-52%
Johnson Controls InternationalJCI
0.5% of the fund
-4%
Eli LillyLLY
0.5% of the fund
-5%
Verizon CommunicationsVZ
0.5% of the fund
-5%
Ishares TRIWF
0.5% of the fund
-12%
NextEra EnergyNEE
0.5% of the fund
-8%
Meta PlatformsMETA
0.4% of the fund
-10%
J P Morgan Exchange Traded FJPST
0.4% of the fund
-4%
Invesco Exchange Traded FD TSPHQ
0.4% of the fund
-12%
Lam ResearchLRCX
0.4% of the fund
-6%
CaterpillarCAT
0.4% of the fund
-67%
CorningGLW
0.4% of the fund
-2%
Ishares TRIWD
0.3% of the fund
-2%
StrykerSYK
0.3% of the fund
-13%
J P Morgan Exchange Traded FJEPQ
0.3% of the fund
-10%
Cisco SystemsCSCO
0.3% of the fund
-80%
First TR Exchange-Traded FDFTGS
0.2% of the fund
-13%
NetflixNFLX
0.2% of the fund
-12%

Sold out

Sold their entire stake.

Amplify ETF TRDIVO
-100%
AppleAAPL
-100%
Innovator Etfs TrustPJAN
-100%
Amazon.comAMZN
-100%
American ExpressAXP
-100%
TechnipFMCFTI
-100%
Ionis PharmaceuticalsIONS
-100%
FTAI AviationFTAI
-100%
Analog DevicesADI
-100%
Weatherford InternationalWFRD
-100%
Elanco Animal HealthELAN
-100%
Millicom International Cellular SATIGO
-100%
Berkshire HathawayBRK-B
-100%
Air Products & ChemicalsAPD
-100%
Amplify ETF TRIDVO
-100%
Applied MaterialsAMAT
-100%
American Centy ETF TRAVUV
-100%
Best BUYBBY
-100%
Abbott LaboratoriesABT
-100%
AlbemarleALB
-100%
Wisdomtree TRUNIY
-100%
Everus Construction GroupECG
-100%
ModernaMRNA
-100%
Roivant SciencesROIV
-100%
Warner Bros. DiscoveryWBD
-100%

Holdings

GentexGNTX
Share
8.7%
Value
$46m
Shares
1,807,608
Held
Amplify CWP Enhanced DIV Inm ETF
Share
3.0%
Value
$16m
Shares
340,800
New
Defender Risk Adaptive 500 ETFSPDF
Share
2.7%
Value
$14m
Shares
519,876
New
Apple
Share
2.5%
Value
$13m
Shares
45,583
New
NvidiaNVDA
Share
2.4%
Value
$12m
Shares
62,075
+2%
MicrosoftMSFT
Share
1.9%
Value
$10m
Shares
26,883
-5%
EA Series TrustBOXX
Share
1.5%
Value
$8m
Shares
65,868
+53%
Vanguard Index FDSVOO
Share
1.4%
Value
$7m
Shares
10,509
Held
Ishares TRSGOV
Share
1.4%
Value
$7m
Shares
70,665
+44%
IntelINTC
Share
1.3%
Value
$7m
Shares
48,685
-23%
BroadcomAVGO
Share
1.3%
Value
$7m
Shares
17,706
-6%
Invesco QQQ TRQQQ
Share
1.2%
Value
$6m
Shares
8,796
+46%
JPMorgan ChaseJPM
Share
1.2%
Value
$6m
Shares
19,178
Held
Advanced Micro Device In
Share
1.2%
Value
$6m
Shares
10,509
New
MerckMRK
Share
1.1%
Value
$6m
Shares
44,438
Held
SandiskSNDK
Share
1.1%
Value
$6m
Shares
2,462
+91%
Micron TechnologyMU
Share
1.1%
Value
$6m
Shares
4,825
+131%
Apple
Share
1.0%
Value
$5m
Shares
18,600
Held
CoherentCOHR
Share
1.0%
Value
$5m
Shares
13,477
+159%
American Express
Share
1.0%
Value
$5m
Shares
15,671
New
Western DigitalWDC
Share
1.0%
Value
$5m
Shares
8,277
+166%
Revolution MedicinesRVMD
Share
1.0%
Value
$5m
Shares
27,348
+233%
Illinois Tool WorksITW
Share
1.0%
Value
$5m
Shares
18,636
+24%
Huntington BancsharesHBAN
Share
1.0%
Value
$5m
Shares
279,653
-11%
Gilead SciencesGILD
Share
0.9%
Value
$5m
Shares
39,458
+32%
ComcastCMCSA
Share
0.9%
Value
$5m
Shares
202,825
+38%
QualcommQCOM
Share
0.9%
Value
$5m
Shares
26,922
-26%
AllegionALLE
Share
0.9%
Value
$5m
Shares
35,150
+33%
Altria GroupMO
Share
0.9%
Value
$5m
Shares
65,314
+11%
Bristol-Myers SquibbBMY
Share
0.9%
Value
$5m
Shares
82,237
+23%
EOG ResourcesEOG
Share
0.9%
Value
$5m
Shares
36,089
+18%
NewmontNEM
Share
0.9%
Value
$5m
Shares
48,690
+14%
HasbroHAS
Share
0.9%
Value
$4m
Shares
54,474
+32%
EatonETN
Share
0.9%
Value
$4m
Shares
10,521
-4%
Capital Group GBL Growth EQTCGGO
Share
0.8%
Value
$4m
Shares
103,584
+2%
Amazon.Com
Share
0.8%
Value
$4m
Shares
18,192
New
Neos ETF TrustQQQI
Share
0.8%
Value
$4m
Shares
76,126
+15%
Spdr Gold TRGLD
Share
0.8%
Value
$4m
Shares
11,669
+32%
AbbVieABBV
Share
0.8%
Value
$4m
Shares
16,983
Held
Lumentum HoldingsLITE
Share
0.8%
Value
$4m
Shares
4,843
+327%
CienaCIEN
Share
0.8%
Value
$4m
Shares
8,375
+230%
Marathon PetroleumMPC
Share
0.8%
Value
$4m
Shares
16,002
+2%
WalmartWMT
Share
0.8%
Value
$4m
Shares
35,924
Held
Rocket LabRKLB
Share
0.7%
Value
$4m
Shares
37,719
+246%
Leidos HoldingsLDOS
Share
0.7%
Value
$4m
Shares
36,848
+58%
Neos ETF TrustSPYI
Share
0.7%
Value
$4m
Shares
71,133
+57%
Analog Devices
Share
0.6%
Value
$3m
Shares
8,367
New
Ishares TREFA
Share
0.6%
Value
$3m
Shares
29,299
+11%
Pacer FDS TRQDPL
Share
0.6%
Value
$3m
Shares
65,419
-3%
AlphabetGOOGL
Share
0.5%
Value
$3m
Shares
7,740
-52%
ChubbCB
Share
0.5%
Value
$3m
Shares
7,781
Held
Johnson Controls InternationalJCI
Share
0.5%
Value
$3m
Shares
17,728
-4%
Johnson & JohnsonJNJ
Share
0.5%
Value
$3m
Shares
10,207
Held
Eli LillyLLY
Share
0.5%
Value
$3m
Shares
2,160
-5%
Verizon CommunicationsVZ
Share
0.5%
Value
$3m
Shares
60,822
-5%
SalesforceCRM
Share
0.5%
Value
$3m
Shares
16,367
Held
Applied Matls Incorporated
Share
0.5%
Value
$3m
Shares
3,465
New
Ishares TRIWF
Share
0.5%
Value
$2m
Shares
19,929
-12%
NextEra EnergyNEE
Share
0.5%
Value
$2m
Shares
27,394
-8%
Motorola SolutionsMSI
Share
0.5%
Value
$2m
Shares
5,733
+6%
Meta PlatformsMETA
Share
0.4%
Value
$2m
Shares
4,170
-10%
Home DepotHD
Share
0.4%
Value
$2m
Shares
6,592
+7%
J P Morgan Exchange Traded FJCPB
Share
0.4%
Value
$2m
Shares
48,686
Held
Union PacificUNP
Share
0.4%
Value
$2m
Shares
8,091
Held
J P Morgan Exchange Traded FJPST
Share
0.4%
Value
$2m
Shares
43,311
-4%
Ishares TRIMTM
Share
0.4%
Value
$2m
Shares
40,860
+15%
Ishares TRAGG
Share
0.4%
Value
$2m
Shares
21,808
+4%
Invesco Exchange Traded FD TSPHQ
Share
0.4%
Value
$2m
Shares
23,865
-12%
Lam ResearchLRCX
Share
0.4%
Value
$2m
Shares
4,738
-6%
J P Morgan Exchange Traded FJMEE
Share
0.4%
Value
$2m
Shares
24,689
+6%
TeslaTSLA
Share
0.4%
Value
$2m
Shares
4,452
+51%
CaterpillarCAT
Share
0.4%
Value
$2m
Shares
1,739
-67%
CorningGLW
Share
0.4%
Value
$2m
Shares
7,216
-2%
Schwab Strategic TRSCHD
Share
0.3%
Value
$2m
Shares
57,864
+6%
State STR Spdr S&P 500 ETF TSPY
Share
0.3%
Value
$2m
Shares
2,372
+33%
CME GroupCME
Share
0.3%
Value
$2m
Shares
8,009
+4%
AlphabetGOOG
Share
0.3%
Value
$2m
Shares
4,990
Held
Bondbloxx ETF TrustXHLF
Share
0.3%
Value
$2m
Shares
33,836
New
Air Prod & Chemicals
Share
0.3%
Value
$2m
Shares
5,743
New
Ishares TRIWD
Share
0.3%
Value
$2m
Shares
6,728
-2%
MKSMKSI
Share
0.3%
Value
$2m
Shares
3,561
+5%
UnitedHealth GroupUNH
Share
0.3%
Value
$2m
Shares
3,783
+23%
Marvell TechnologyMRVL
Share
0.3%
Value
$2m
Shares
5,257
New
StrykerSYK
Share
0.3%
Value
$2m
Shares
4,905
-13%
Astera LabsALAB
Share
0.3%
Value
$2m
Shares
3,195
New
J P Morgan Exchange Traded FJIRE
Share
0.3%
Value
$2m
Shares
18,607
+8%
Dell TechnologiesDELL
Share
0.3%
Value
$2m
Shares
3,539
New
Vanguard Index FDSVTI
Share
0.3%
Value
$2m
Shares
4,103
Held
Berkshire Hathaway Class B
Share
0.3%
Value
$1m
Shares
2,974
New
FlexFLEX
Share
0.3%
Value
$1m
Shares
9,107
New
J P Morgan Exchange Traded FJEPQ
Share
0.3%
Value
$1m
Shares
23,986
-10%
Avantis US Small Cap Value ETF
Share
0.3%
Value
$1m
Shares
11,783
New
Amplify Intrntnl Enhnc Divi Incm ETF
Share
0.3%
Value
$1m
Shares
34,485
New
TeradyneTER
Share
0.3%
Value
$1m
Shares
2,978
+12%
Cisco SystemsCSCO
Share
0.3%
Value
$1m
Shares
12,020
-80%
Comfort Systems USAFIX
Share
0.3%
Value
$1m
Shares
708
+69%
Service Corp InternationalSCI
Share
0.3%
Value
$1m
Shares
18,172
New
Lattice Strategies TRRODM
Share
0.3%
Value
$1m
Shares
34,054
+4%
Triumph FinancialTFIN
Share
0.3%
Value
$1m
Shares
17,600
Held
Exchange Place Advisors TrusQTPI
Share
0.3%
Value
$1m
Shares
52,428
+32%

Company	Share of fund	Value	Shares	Change
GentexGNTX	8.7%	$46m	1,807,608	Held
Amplify CWP Enhanced DIV Inm ETF	3.0%	$16m	340,800	New
Defender Risk Adaptive 500 ETFSPDF	2.7%	$14m	519,876	New
Apple	2.5%	$13m	45,583	New
NvidiaNVDA	2.4%	$12m	62,075	+2%
MicrosoftMSFT	1.9%	$10m	26,883	-5%
EA Series TrustBOXX	1.5%	$8m	65,868	+53%
Vanguard Index FDSVOO	1.4%	$7m	10,509	Held
Ishares TRSGOV	1.4%	$7m	70,665	+44%
IntelINTC	1.3%	$7m	48,685	-23%
BroadcomAVGO	1.3%	$7m	17,706	-6%
Invesco QQQ TRQQQ	1.2%	$6m	8,796	+46%
JPMorgan ChaseJPM	1.2%	$6m	19,178	Held
Advanced Micro Device In	1.2%	$6m	10,509	New
MerckMRK	1.1%	$6m	44,438	Held
SandiskSNDK	1.1%	$6m	2,462	+91%
Micron TechnologyMU	1.1%	$6m	4,825	+131%
Apple	1.0%	$5m	18,600	Held
CoherentCOHR	1.0%	$5m	13,477	+159%
American Express	1.0%	$5m	15,671	New
Western DigitalWDC	1.0%	$5m	8,277	+166%
Revolution MedicinesRVMD	1.0%	$5m	27,348	+233%
Illinois Tool WorksITW	1.0%	$5m	18,636	+24%
Huntington BancsharesHBAN	1.0%	$5m	279,653	-11%
Gilead SciencesGILD	0.9%	$5m	39,458	+32%
ComcastCMCSA	0.9%	$5m	202,825	+38%
QualcommQCOM	0.9%	$5m	26,922	-26%
AllegionALLE	0.9%	$5m	35,150	+33%
Altria GroupMO	0.9%	$5m	65,314	+11%
Bristol-Myers SquibbBMY	0.9%	$5m	82,237	+23%
EOG ResourcesEOG	0.9%	$5m	36,089	+18%
NewmontNEM	0.9%	$5m	48,690	+14%
HasbroHAS	0.9%	$4m	54,474	+32%
EatonETN	0.9%	$4m	10,521	-4%
Capital Group GBL Growth EQTCGGO	0.8%	$4m	103,584	+2%
Amazon.Com	0.8%	$4m	18,192	New
Neos ETF TrustQQQI	0.8%	$4m	76,126	+15%
Spdr Gold TRGLD	0.8%	$4m	11,669	+32%
AbbVieABBV	0.8%	$4m	16,983	Held
Lumentum HoldingsLITE	0.8%	$4m	4,843	+327%
CienaCIEN	0.8%	$4m	8,375	+230%
Marathon PetroleumMPC	0.8%	$4m	16,002	+2%
WalmartWMT	0.8%	$4m	35,924	Held
Rocket LabRKLB	0.7%	$4m	37,719	+246%
Leidos HoldingsLDOS	0.7%	$4m	36,848	+58%
Neos ETF TrustSPYI	0.7%	$4m	71,133	+57%
Analog Devices	0.6%	$3m	8,367	New
Ishares TREFA	0.6%	$3m	29,299	+11%
Pacer FDS TRQDPL	0.6%	$3m	65,419	-3%
AlphabetGOOGL	0.5%	$3m	7,740	-52%
ChubbCB	0.5%	$3m	7,781	Held
Johnson Controls InternationalJCI	0.5%	$3m	17,728	-4%
Johnson & JohnsonJNJ	0.5%	$3m	10,207	Held
Eli LillyLLY	0.5%	$3m	2,160	-5%
Verizon CommunicationsVZ	0.5%	$3m	60,822	-5%
SalesforceCRM	0.5%	$3m	16,367	Held
Applied Matls Incorporated	0.5%	$3m	3,465	New
Ishares TRIWF	0.5%	$2m	19,929	-12%
NextEra EnergyNEE	0.5%	$2m	27,394	-8%
Motorola SolutionsMSI	0.5%	$2m	5,733	+6%
Meta PlatformsMETA	0.4%	$2m	4,170	-10%
Home DepotHD	0.4%	$2m	6,592	+7%
J P Morgan Exchange Traded FJCPB	0.4%	$2m	48,686	Held
Union PacificUNP	0.4%	$2m	8,091	Held
J P Morgan Exchange Traded FJPST	0.4%	$2m	43,311	-4%
Ishares TRIMTM	0.4%	$2m	40,860	+15%
Ishares TRAGG	0.4%	$2m	21,808	+4%
Invesco Exchange Traded FD TSPHQ	0.4%	$2m	23,865	-12%
Lam ResearchLRCX	0.4%	$2m	4,738	-6%
J P Morgan Exchange Traded FJMEE	0.4%	$2m	24,689	+6%
TeslaTSLA	0.4%	$2m	4,452	+51%
CaterpillarCAT	0.4%	$2m	1,739	-67%
CorningGLW	0.4%	$2m	7,216	-2%
Schwab Strategic TRSCHD	0.3%	$2m	57,864	+6%
State STR Spdr S&P 500 ETF TSPY	0.3%	$2m	2,372	+33%
CME GroupCME	0.3%	$2m	8,009	+4%
AlphabetGOOG	0.3%	$2m	4,990	Held
Bondbloxx ETF TrustXHLF	0.3%	$2m	33,836	New
Air Prod & Chemicals	0.3%	$2m	5,743	New
Ishares TRIWD	0.3%	$2m	6,728	-2%
MKSMKSI	0.3%	$2m	3,561	+5%
UnitedHealth GroupUNH	0.3%	$2m	3,783	+23%
Marvell TechnologyMRVL	0.3%	$2m	5,257	New
StrykerSYK	0.3%	$2m	4,905	-13%
Astera LabsALAB	0.3%	$2m	3,195	New
J P Morgan Exchange Traded FJIRE	0.3%	$2m	18,607	+8%
Dell TechnologiesDELL	0.3%	$2m	3,539	New
Vanguard Index FDSVTI	0.3%	$2m	4,103	Held
Berkshire Hathaway Class B	0.3%	$1m	2,974	New
FlexFLEX	0.3%	$1m	9,107	New
J P Morgan Exchange Traded FJEPQ	0.3%	$1m	23,986	-10%
Avantis US Small Cap Value ETF	0.3%	$1m	11,783	New
Amplify Intrntnl Enhnc Divi Incm ETF	0.3%	$1m	34,485	New
TeradyneTER	0.3%	$1m	2,978	+12%
Cisco SystemsCSCO	0.3%	$1m	12,020	-80%
Comfort Systems USAFIX	0.3%	$1m	708	+69%
Service Corp InternationalSCI	0.3%	$1m	18,172	New
Lattice Strategies TRRODM	0.3%	$1m	34,054	+4%
Triumph FinancialTFIN	0.3%	$1m	17,600	Held
Exchange Place Advisors TrusQTPI	0.3%	$1m	52,428	+32%

Showing the largest 100 of 295.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 48.4% since 30 June 2025.

Where the money is

Technology19.2%

Retail & consumer11.5%

Industrials7.4%

Health care6.6%

Financial services4.7%

Media & telecom3.4%

Energy2.5%

Everyday goods2.4%

Materials1.3%

Utilities0.8%

Real estate0.3%

Other39.8%

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.