§ 13F · FUND PROFILE
West Financial Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $605M (13F)Positions · 193Turnover · — · Q1Filed · Apr 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$32M 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 APR 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 122K | $73M | 12.3% | −19% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 1.07M | $69M | 11.6% | −3% |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 97K | $63M | 10.7% | −1% |
| 4 | VTEB | VANGUARD MUN BD FDS | 1.09M | $55M | 9.3% | +2% |
| 5 | BND | VANGUARD BD INDEX FDS | 719K | $53M | 9.0% | +1% |
| 6 | DFAE | DIMENSIONAL ETF TRUST | 862K | $29M | 5.0% | −3% |
| 7 | IEFA | ISHARES TR | 286K | $26M | 4.4% | −1% |
| 8 | IJH | ISHARES TR | 373K | $25M | 4.3% | +3% |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | 258K | $21M | 3.6% | +1% |
| 10 | DFLV | DIMENSIONAL ETF TRUST | 572K | $20M | 3.5% | NEW |
§ 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 $605 million in assets. The fund runs a portfolio of 193 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
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed