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13F holdings · Q2 2026

West Michigan Advisors

Holland, MI · files as West Michigan Advisors, LLC
Holdings as of Jun 30, 2026Filed Aug 21, 2026Next filing due Nov 16, 2026CIK 1909879

West Michigan Advisors reported 295 stocks worth $526M in its 13F filing for Q2 2026, filed Aug 21, 2026. Its largest holdings are GNTX (8.7%), Amplify CWP Enhanced DIV Inm ETF (3.0%) and SPDF (2.7%). Compared with Q1 2026, the fund opened new positions in SPDF, AAPL and AXP, added to GNTX, NVDA and BOXX, trimmed MSFT, VOO and INTC and sold out of DIVO, AAPL and PJAN.

Reported value$526M+15.6% vs last quarter
Stocks held29556 new · 59 sold out
Top 5 weight19.2%spread out
Turnover54%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
GNTX
Gentex Corp
$45.7M8.7%1.8M+15K (+1%)8 of 8
2
Amplify CWP Enhanced DIV Inm ETF
$15.6M3.0%341KNew position1 of 8
3
SPDF
Defender Risk Adaptive 500 ETF
$14.3M2.7%520KNew position1 of 8
4
AAPL
Apple Inc
$13.2M2.5%46KNew position1 of 8
5
NVDA
Nvidia Corporation
$12.4M2.4%62K+1,262 (+2%)8 of 8
6
MSFT
Microsoft Corp
$10M1.9%27K−1,445 (−5%)8 of 8
7
BOXX
EA Series Trust
$7.7M1.5%66K+23K (+53%)6 of 8
8
VOO
Vanguard S&P 500 ETF
$7.2M1.4%11K−82 (−1%)8 of 8
9
SGOV
Ishares TR
$7.1M1.4%71K+21K (+44%)7 of 8
10
INTC
Intel Corp
$6.8M1.3%49K−14K (−23%)4 of 8
🔒 285 more holdings in this filing. Create a free account or sign in to see them all.

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
StockValue last quarterShares sold
DIVO
Amplify ETF TR
$15.2M339K
AAPL
Apple Inc
$11.6M46K
PJAN
Innovator Etfs Trust
$7.9M171K
AMZN
Amazon Com Inc
$5.3M25K
AXP
American Express Co
$4.3M14K

🔒 Free account: see all 30.

Reported value

last 8 quarters
$331MQ3 '24
$331MQ4 '24
$302MQ1 '25
$354MQ2 '25
$416MQ3 '25
$436MQ4 '25
$455MQ1 '26
$526MQ2 '26

The 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
FiledFormQuarter
Aug 21, 202613F-HR/A AmendmentQ2 2026SEC filing ↗
Jul 24, 202613F-HRQ2 2026SEC filing ↗

Includes an amendment, which can add positions the fund kept confidential at first, or replace the original report.

Other superinvestors

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West Michigan Advisors 13F FAQ

What does West Michigan Advisors own?

West Michigan Advisors reported 295 stocks worth $526M in its 13F filing for Q2 2026, filed Aug 21, 2026. Its largest holdings are GNTX (8.7%), Amplify CWP Enhanced DIV Inm ETF (3.0%) and SPDF (2.7%). The table above lists every position in the filing (the top 10 without an account).

What did West Michigan Advisors buy and sell in Q2 2026?

Compared with Q1 2026: 56 new positions, 112 added to, 106 trimmed and 59 sold out. New positions include SPDF, AAPL and AXP. It sold all of DIVO, AAPL and PJAN.

When will West Michigan Advisors 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 Michigan Advisors's portfolio worth?

The Q2 2026 filing reports $526M 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.