§ 13F · FUND PROFILE
West Family Investments, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $448M (13F)Positions · 378Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TR | 384K | $34M | 11.9% | −9% |
| 2 | SCHP | SCHWAB STRATEGIC TR | 609K | $17M | 6.0% | +13% |
| 3 | TLT | ISHARES TR | 153K | $17M | 5.8% | +14% |
| 4 | NVDA | NVIDIA CORPORATION | 65K | $11M | 4.0% | −40% |
| 5 | AAPL | APPLE INC | 42K | $11M | 3.7% | −36% |
| 6 | MBB | ISHARES TR | 81K | $8M | 2.7% | ±0% |
| 7 | MSFT | MICROSOFT CORP | 19K | $7M | 2.5% | −40% |
| 8 | GOOGL | ALPHABET INC | 24K | $7M | 2.5% | −45% |
| 9 | EQT | EQT CORP | 104K | $7M | 2.3% | −3% |
| 10 | EXE | EXPAND ENERGY CORPORATION | 50K | $5M | 1.9% | ±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 $448 million in assets. The fund runs a broad portfolio of 378 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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