WEST MICHIGAN ADVISORS, LLC

CIK

1909879

Location

HOLLAND, MI

Portfolio Value

Small $370,203,786

Diversification

Diversified

Filing Date

Global Rank

#3,260 / 8,517 ▲ 83

Top Industry

Auto Parts 12.6%

3Y Alpha vs SPY

+9.7%

Period ended 47 days ago

Filed Jul 24, 2026 · 23d

19 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+123.2%

SPY

+76.6%

Annualised alpha

+9.8%

Max drawdown

−21.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

199 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

12.2%

+0.6 pts

Top 5

24.3%

+1.2 pts

Top 10

33.3%

+2.2 pts

HHI

252

Diversified+18

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	29.3%	$108,291,533	38
Consumer Cyclical	18.0%	$66,639,250	14
Industrials	10.7%	$39,529,649	30
Healthcare	10.6%	$39,069,637	20
Financial Services	9.6%	$35,623,527	30
Energy	5.6%	$20,708,800	21
Communication Services	5.6%	$20,656,027	9
Consumer Defensive	3.3%	$12,134,294	8
Unclassified	3.1%	$11,462,904	6
Basic Materials	2.8%	$10,360,787	14
Utilities	1.1%	$4,124,695	4
Real Estate	0.4%	$1,602,683	5

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−4,939	16,244	$5,805,118
GE	General Electric Co	−1,030	2,933	$1,096,150
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
CGGO	Capital Group Global Growth Equity ETF	101,119	$3,374,341
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	10,040	$920,065
VEA	Vanguard FTSE Developed Markets ETF	11,351	$727,372
ADPV	Adaptiv Select ETF	15,072	$635,556
CGUS	Capital Group Core Equity ETF	6,542	$251,343
YTRA	Yatra Online, Inc.	20,000	$22,200
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

199 tracked positions · $370,203,786 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 199 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GNTX	Gentex Corp Consumer Cyclical	Held	1,792,935	0	$45,307,467	+15.7%	12.24%
AAPL	Apple Inc. Technology	Held	45,869	0	$13,272,653	+14.0%	3.59%
NVDA	Nvidia Corp Technology	Held	60,813	0	$12,168,073	+14.7%	3.29%
MSFT	Microsoft Corp Technology	Held	28,328	0	$10,566,910	+0.8%	2.85%
INTC	Intel Corp Technology	Held	63,104	0	$8,811,211	+216.4%	2.38%
CSCO	Cisco Systems, Inc. Technology	Held	60,514	0	$7,107,974	+51.4%	1.92%
AVGO	Broadcom Inc. Technology	Held	18,798	0	$7,100,944	+22.0%	1.92%
QCOM	Qualcomm Inc/De Technology	Held	36,522	0	$6,748,900	+43.5%	1.82%
JPM	Jpmorgan Chase & Co Financial Services	Held	18,844	0	$6,168,206	+11.3%	1.67%
AMZN	Amazon Com Inc Consumer Cyclical	Held	25,272	0	$6,023,328	+14.4%	1.63%
GOOGL	Alphabet Inc. Communication Services	Reduced	16,244	-4,939	$5,805,118	−4.6%	1.57%
CAT	Caterpillar Inc Industrials	Held	5,308	0	$5,652,489	+50.3%	1.53%
MRK	Merck & Co., Inc. Healthcare	Held	43,790	0	$5,627,015	+6.8%	1.52%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	Held	314,682	0	$5,579,311	+13.3%	1.51%
AXP	American Express Co Financial Services	Held	14,126	0	$4,778,119	+11.8%	1.29%
ETN	Eaton Corp plc Industrials	Held	10,906	0	$4,647,264	+19.1%	1.26%
QQQ	Invesco Qqq Trust, Series 1	Held	6,007	0	$4,423,554	+27.6%	1.19%
ABBV	AbbVie Inc. Healthcare	Held	17,032	0	$4,285,932	+15.7%	1.16%
MO	Altria Group, Inc. Consumer Defensive	Held	58,886	0	$4,236,847	+9.0%	1.14%
WMT	Walmart Inc. Consumer Defensive	Held	36,564	0	$4,141,238	−8.9%	1.12%
ITW	Illinois Tool Works Inc Industrials	Held	15,025	0	$4,063,811	+3.9%	1.10%
MPC	Marathon Petroleum Corp Energy	Held	15,617	0	$3,992,798	+4.7%	1.08%
NEM	NEWMONT Corp /DE/ Basic Materials	Held	42,687	0	$3,986,965	−13.7%	1.08%
EOG	Eog Resources Inc Energy	Held	30,684	0	$3,980,635	−10.3%	1.08%
BMY	Bristol Myers Squibb Co Healthcare	Held	66,662	0	$3,841,064	−5.0%	1.04%
ADI	Analog Devices Inc Technology	Held	9,635	0	$3,826,732	+24.8%	1.03%
GILD	Gilead Sciences, Inc. Healthcare	Held	29,796	0	$3,764,426	−9.3%	1.02%
ALLE	Allegion plc Industrials	Held	26,428	0	$3,712,869	−3.3%	1.00%
CMCSA	Comcast Corp Communication Services	Held	147,320	0	$3,616,706	−14.5%	0.98%
FTAI	FTAI Aviation Ltd. Industrials	Held	13,109	0	$3,546,377	+10.4%	0.96%
IONS	Ionis Pharmaceuticals Inc Healthcare	Held	44,614	0	$3,537,444	+5.6%	0.96%
FTI	TechnipFMC plc Energy	Held	52,328	0	$3,469,346	−4.1%	0.94%
HAS	Hasbro, Inc. Consumer Cyclical	Held	41,271	0	$3,408,571	−11.8%	0.92%
GLD	Spdr Gold Trust	Held	8,872	0	$3,268,267	−14.4%	0.88%
TIGO	Millicom International Cellular SA Communication Services	Held	35,078	0	$3,183,679	+21.1%	0.86%
SNDK	Sandisk Corp Technology	Held	1,287	0	$2,926,290	+257.9%	0.79%
LLY	ELI LILLY & Co Healthcare	Held	2,274	0	$2,727,504	+30.4%	0.74%
VZ	Verizon Communications Inc Communication Services	Held	63,944	0	$2,707,388	−15.7%	0.73%
JCI	Johnson Controls International plc Industrials	Held	18,526	0	$2,706,833	+11.6%	0.73%
ELAN	Elanco Animal Health Inc Healthcare	Held	109,903	0	$2,704,712	+2.8%	0.73%
CB	Chubb Ltd Financial Services	Held	7,819	0	$2,664,246	+4.5%	0.72%
FIVE	Five Below, Inc Consumer Cyclical	Held	14,810	0	$2,662,689	−21.3%	0.72%
AMAT	Applied Materials Inc /De Technology	Held	3,649	0	$2,638,227	+111.5%	0.71%
NEE	Nextera Energy Inc Utilities	Held	29,708	0	$2,607,471	−5.5%	0.70%
META	Meta Platforms, Inc. Communication Services	Held	4,628	0	$2,606,906	−1.5%	0.70%
CRM	Salesforce, Inc. Technology	Held	16,527	0	$2,589,119	−16.1%	0.70%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	5,174	0	$2,589,017	+4.4%	0.70%
JNJ	Johnson & Johnson Healthcare	Held	10,125	0	$2,571,446	+3.9%	0.69%
MU	Micron Technology Inc Technology	Held	2,088	0	$2,410,157	+241.7%	0.65%
LDOS	Leidos Holdings, Inc. Technology	Held	23,346	0	$2,403,937	−33.8%	0.65%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.