West Financial Advisors, LLC - Portfolio Stock Holdings
West Financial Advisors, LLC disclosed 225 stock positions in a recent SEC 13F filing. $658,497,068 of stock holdings were filed, with the largest holdings including VOO, VEA, and SPY. This filing represented positions held on June 30, 2026, and was filed today.Report Period:
June 30, 2026No. of Stocks:
225Est. Stock Holding Value:
$658,497,068Top Stock Holdings By Sector
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Portfolio Stock Holdings - West Financial Advisors, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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% Change
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