§ 13F · FUND PROFILE
West Financial Advisors, LLC.
AUM · $659M (13F)Positions · 224Turnover · n/a · Q2Filed · Jul 8, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 127K | $87M | 13.2% | +4% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 1.03M | $73M | 11.1% | −4% |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 97K | $73M | 11.0% | ±0% |
| 4 | BND | VANGUARD BD INDEX FDS | 812K | $60M | 9.1% | +13% |
| 5 | VTEB | VANGUARD MUN BD FDS | 1.11M | $56M | 8.5% | +1% |
| 6 | DFAE | DIMENSIONAL ETF TRUST | 987K | $40M | 6.0% | +14% |
| 7 | IJH | ISHARES TR | 384K | $30M | 4.5% | +3% |
| 8 | IEFA | ISHARES TR | 290K | $28M | 4.3% | +1% |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | 274K | $23M | 3.4% | +6% |
| 10 | TIP | ISHARES TR | 191K | $21M | 3.2% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEST SIGNAL
AC read
West Financial Advisors, LLC is a Other fund managing $659 million in assets. The fund runs a broad portfolio of 224 positions.
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