Notify me when West Financial Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 235 | $592,669,611 | +$15,624,501 | -$33,500,758 | -$17,876,257 | VOO, VEA, SPY, VTEB, BND | 13F-HR | 13 Jan 2026, 11:48 |
| Q3 2025 | 192 | $604,984,280 | +$47,500,730 | -$48,633,593 | -$1,132,863 | VOO, SPY, VEA, BND, VTEB | 13F-HR | 14 Oct 2025, 12:00 |
| Q2 2025 | 206 | $574,713,539 | +$27,560,049 | -$14,620,126 | +$12,939,923 | VOO, SPY, VEA, BND, VTEB | 13F-HR | 21 Jul 2025, 11:22 |
| Q1 2025 | 202 | $526,197,189 | +$18,396,076 | -$4,458,240 | +$13,937,836 | VOO, BND, SPY, VEA, VTEB | 13F-HR | 09 Apr 2025, 11:58 |
| Q4 2024 | 204 | $518,592,621 | +$83,411,966 | -$72,928,191 | +$10,483,775 | VOO, SPY, BND, VEA, VTEB | 13F-HR | 14 Jan 2025, 15:33 |
| Q3 2024 | 187 | $518,523,711 | +$34,963,998 | -$23,520,960 | +$11,443,038 | SPY, BND, VEA, VTEB, DFAE | 13F-HR | 08 Oct 2024, 14:57 |
| Q2 2024 | 159 | $481,616,932 | +$12,888,203 | -$1,592,865 | +$11,295,338 | SPY, BND, VEA, VTEB, DFAE | 13F-HR | 15 Jul 2024, 13:57 |
| Q1 2024 | 154 | $466,161,838 | +$27,210,931 | -$5,003,120 | +$22,207,811 | SPY, BND, VEA, VTEB, DFAE | 13F-HR | 11 Apr 2024, 13:51 |
| Q4 2023 | 157 | $438,700,309 | +$31,371,438 | -$27,369,515 | +$4,001,923 | SPY, BND, VTEB, VEA, DFAE | 13F-HR | 11 Jan 2024, 13:07 |
| Q3 2023 | 208 | $398,552,717 | +$32,048,287 | -$22,306,922 | +$9,741,365 | SPY, VTEB, BND, VEA, DFAE | 13F-HR | 10 Oct 2023, 16:31 |
| Q2 2023 | 187 | $406,352,541 | +$21,761,989 | -$11,423,155 | +$10,338,834 | SPY, BND, VTEB, VEA, DFAE | 13F-HR | 07 Jul 2023, 14:38 |
| Q1 2023 | 162 | $382,122,934 | +$16,524,908 | -$9,730,071 | +$6,794,837 | SPY, BND, VTEB, VEA, IJH | 13F-HR | 18 Apr 2023, 16:18 |
| Q4 2022 | 164 | $358,249,157 | +$65,007,449 | -$62,022,048 | +$2,985,401 | SPY, BND, VTEB, VEA, IJH | 13F-HR | 10 Jan 2023, 14:02 |
| Q3 2022 | 179 | $333,740,000 | +$25,208,635 | -$14,901,995 | +$10,306,640 | SPY, VEA, MUB, BND, VCSH | 13F-HR | 11 Oct 2022, 07:31 |
| Q2 2022 | 162 | $344,028,000 | +$49,482,622 | -$40,194,340 | +$9,288,282 | SPY, VEA, BND, MUB, SUB | 13F-HR | 14 Jul 2022, 12:14 |
| Q1 2022 | 183 | $380,069,000 | +$54,330,817 | -$27,468,019 | +$26,862,798 | SPY, VEA, BND, MUB, SUB | 13F-HR | 18 Apr 2022, 12:25 |
| Q4 2021 | 172 | $372,639,000 | +$29,493,909 | -$13,712,123 | +$15,781,786 | SPY, VEA, BND, MUB, SUB | 13F-HR | 19 Jan 2022, 12:08 |
| Q3 2021 | 151 | $341,487,000 | +$19,200,550 | -$1,013,532 | +$18,187,018 | SPY, BND, MUB, VEA, IJH | 13F-HR | 13 Oct 2021, 12:42 |
| Q2 2021 | 145 | $327,180,000 | +$39,964,690 | -$24,707,231 | +$15,257,459 | SPY, MUB, VEA, BND, IJH | 13F-HR | 27 Jul 2021, 08:47 |
| Q1 2021 | 151 | $298,224,000 | +$9,659,766 | -$1,795,112 | +$7,864,654 | SPY, MUB, BND, VEA, VIG | 13F-HR | 20 Apr 2021, 08:37 |
| Q4 2020 | 151 | $282,210,000 | $0 | $0 | $0 | SPY, MUB, BND, VEA, VIG | Restatement | 22 Feb 2021, 11:49 |