West Financial Advisors
West Financial Advisors reported 275 stocks worth $665M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are VOO (13.4%), SPY (10.9%) and VEA (10.7%). Compared with Q2 2026, the fund opened new positions in VCSH, VTIP and XLV, added to VOO, DFAE and IEFA, trimmed SPY, VEA and BND and sold out of XLI, XLB and SCHW.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $89.1M | 13.4% | 127K | +267 (+0%) | 8 of 8 | |
| 2 |  SPY Spdr S&P 500 ETF TR | $72.5M | 10.9% | 95K | −2,369 (−2%) | 8 of 8 | |
| 3 |  VEA Vanguard Tax-Managed Fds | $71.5M | 10.7% | 1M | −15K (−1%) | 8 of 8 | |
| 4 |  BND Vanguard BD Index Fds | $52.3M | 7.9% | 745K | −68K (−8%) | 8 of 8 | |
| 5 |  VTEB Vanguard Mun BD Fds | $45.6M | 6.9% | 963K | −147K (−13%) | 8 of 8 | |
| 6 |  DFAE Dimensional Emerg Core | $41.1M | 6.2% | 1M | +59K (+6%) | 8 of 8 | |
| 7 |  IEFA Ishares TR | $28.4M | 4.3% | 293K | +3,269 (+1%) | 8 of 8 | |
| 8 |  IJH Ishares TR | $27.5M | 4.1% | 382K | −2,680 (−1%) | 8 of 8 | |
| 9 |  VCSH Vanguard Scottsdale Fds | $24.3M | 3.6% | 314K | New position | 1 of 8 | |
| 10 |  VTIP Vanguard Shrt Inf Prot | $24M | 3.6% | 488K | New position | 1 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XLI Select Sector Spdr TR | $4.4M | 24K |
 XLB Select Sector Spdr TR | $4.1M | 81K |
 SCHW Schwab Charles Corp | $830K | 9,000 |
 NTAP Netapp Inc | $37K | 237 |
 GRMN Garmin Ltd | $28K | 118 |
🔒 Free account: see all 30.
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 Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 22, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →West Financial Advisors 13F FAQ
What does West Financial Advisors own?
West Financial Advisors reported 275 stocks worth $665M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are VOO (13.4%), SPY (10.9%) and VEA (10.7%). The table above lists every position in the filing (the top 10 without an account).
What did West Financial Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 88 new positions, 44 added to, 37 trimmed and 37 sold out. New positions include VCSH, VTIP and XLV. It sold all of XLI, XLB and SCHW.
When will West Financial Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is West Financial Advisors's portfolio worth?
The Q3 2026 filing reports $665M 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.