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West Financial Advisors, LLC - Portfolio Stock Holdings

West Financial Advisors, LLC disclosed 308 stock positions in a recent SEC 13F filing. $665,033,279 of stock holdings were filed, with the largest holdings including VOO, SPY, and VEA. This filing represented positions held on Sept. 30, 2026, and was filed today.

Report Period:

Sept. 30, 2026

No. of Stocks:

308

Est. Stock Holding Value:

$665,033,279

Top Stock Holdings By Sector

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Portfolio Stock Holdings - West Financial Advisors, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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