§ 13F · FUND PROFILE
West Financial Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $574.7T (13F)Positions · 207Turnover · — · Q4Filed · Jan 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$677.7B 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 JAN 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 150K | $93.8T | 15.8% | −7% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 1.10M | $68.8T | 11.6% | −2% |
| 3 | SPY | SPDR S&P 500 ETF TR | 98K | $67.0T | 11.3% | −6% |
| 4 | VTEB | VANGUARD MUN BD FDS | 1.07M | $54.0T | 9.1% | −5% |
| 5 | BND | VANGUARD BD INDEX FDS | 713K | $52.8T | 8.9% | −12% |
| 6 | DFAE | DIMENSIONAL ETF TRUST | 890K | $29.0T | 4.9% | −3% |
| 7 | IEFA | ISHARES TR | 289K | $25.8T | 4.4% | −1% |
| 8 | IJH | ISHARES TR | 363K | $23.9T | 4.0% | −2% |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | 255K | $21.4T | 3.6% | +29% |
| 10 | TIP | ISHARES TR | 176K | $19.4T | 3.3% | +32% |
§ 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 $574713.5 trillion in assets. The fund runs a broad portfolio of 207 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
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed