West Family Investments
West Family Investments reported 468 stocks worth $345M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are NVDA (4.5%), IEMG (3.8%) and AAPL (3.7%). Compared with Q1 2026, the fund opened new positions in IEMG, IEFA and GOOG, added to NVDA, AAPL and MSFT, trimmed MU, UMC and WMT and sold out of IAU, SCHP and TLT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $15.4M | 4.5% | 77K | +12K (+19%) | 8 of 8 | |
| 2 |  IEMG Ishares Inc | $13.2M | 3.8% | 159K | New position | 1 of 8 | |
| 3 |  AAPL Apple Inc | $12.8M | 3.7% | 44K | +2,245 (+5%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $9M | 2.6% | 24K | +5,016 (+26%) | 8 of 8 | |
| 5 |  GOOGL Alphabet Inc | $8.9M | 2.6% | 25K | +454 (+2%) | 8 of 8 | |
| 6 |  TSM Taiwan Semiconductor Mfg Ltd | $7.3M | 2.1% | 15K | +79 (+1%) | 8 of 8 | |
| 7 |  AMZN Amazon Com Inc | $6.6M | 1.9% | 28K | +1,734 (+7%) | 8 of 8 | |
| 8 |  MU Micron Technology Inc | $5.8M | 1.7% | 5,055 | −219 (−4%) | 7 of 8 | |
| 9 |  IEFA Ishares TR | $5.6M | 1.6% | 58K | New position | 1 of 8 | |
| 10 |  AVGO Broadcom Inc | $5.5M | 1.6% | 15K | +2,521 (+21%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 IAU Ishares Gold TR | $34.1M | 384K |
 SCHP Schwab US Tips ETF | $17M | 609K |
 TLT Ishares TR | $16.7M | 153K |
 MBB Ishares TR | $7.7M | 81K |
 VT Vanguard Total World | $2.7M | 19K |
🔒 Free account: see all 27.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →West Family Investments 13F FAQ
What does West Family Investments own?
West Family Investments reported 468 stocks worth $345M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are NVDA (4.5%), IEMG (3.8%) and AAPL (3.7%). The table above lists every position in the filing (the top 10 without an account).
What did West Family Investments buy and sell in Q2 2026?
Compared with Q1 2026: 236 new positions, 171 added to, 50 trimmed and 27 sold out. New positions include IEMG, IEFA and GOOG. It sold all of IAU, SCHP and TLT.
When will West Family Investments file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is West Family Investments's portfolio worth?
The Q2 2026 filing reports $345M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.