§ 13F · FUND PROFILE
West Family Investments, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $383.2T (13F)Positions · 368Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TR | 422K | $34.4T | 8.1% | −7% |
| 2 | NVDA | NVIDIA CORPORATION | 107K | $20.0T | 4.7% | −4% |
| 3 | AAPL | APPLE INC | 65K | $17.8T | 4.2% | −7% |
| 4 | MSFT | MICROSOFT CORP | 32K | $15.3T | 3.6% | −6% |
| 5 | SCHP | SCHWAB STRATEGIC TR | 541K | $15.1T | 3.5% | +11% |
| 6 | TLT | ISHARES TR | 133K | $14.9T | 3.5% | +9% |
| 7 | GOOGL | ALPHABET INC | 45K | $14.0T | 3.3% | −7% |
| 8 | AMZN | AMAZON COM INC | 41K | $9.5T | 2.2% | −6% |
| 9 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 28K | $8.6T | 2.0% | −5% |
| 10 | MBB | ISHARES TR | 81K | $7.7T | 1.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEST SIGNAL
AC read
West Family Investments, Inc. is a Other fund managing $383177.7 trillion in assets. The fund runs a broad portfolio of 368 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed