WEST MICHIGAN ADVISORS, LLC

CIK

1909879

Location

HOLLAND, MI

Portfolio Value

Small $455,844,736

Diversification

Diversified

Filing Date

Global Rank

#4,065 / 8,794 ▼ 435 · as of Jun 2026

Top Industry

Auto Parts 14.3%

Period ended 3 months ago

Filed Aug 21, 2026 · 43d

19 quarters · since Dec 2021

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

10.0%

+0.8 pts

Top 5

24.6%

+3.4 pts

Top 10

34.2%

+3.9 pts

HHI

230

Diversified+45

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	29.8%	$135,937,469	50
Technology	23.3%	$106,034,791	40
Consumer Cyclical	13.2%	$60,367,209	13
Industrials	7.7%	$34,969,533	27
Healthcare	7.6%	$34,728,882	13
Financial Services	6.1%	$27,648,926	26
Communication Services	3.8%	$17,196,971	7
Energy	3.1%	$13,934,831	14
Consumer Defensive	2.8%	$12,790,553	9
Basic Materials	1.5%	$6,719,628	8
Utilities	0.9%	$4,141,845	4
Real Estate	0.3%	$1,374,098	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CMCSA	Comcast Corp	+55,505	202,825	$4,979,353
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	+46,440	169,530	$9,208,963
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+44,774	284,838	$29,394,627
AAAA	Amplius Aggressive Asset Allocation ETF	+35,414	78,520	$8,264,617
RKLB	Rocket Lab Corp	+26,813	37,719	$3,834,136
RVMD	Revolution Medicines, Inc.	+19,130	27,348	$5,121,733
BMY	Bristol Myers Squibb Co	+15,575	82,237	$4,738,495
HPE	Hewlett Packard Enterprise Co	+15,173	27,158	$1,225,097
GNTX	Gentex Corp	+14,673	1,807,608	$45,678,254
LDOS	Leidos Holdings, Inc.	+13,502	36,848	$3,794,238
HAS	Hasbro, Inc.	+13,203	54,474	$4,499,007
NSIG	North Square Growth Opportunities ETF	+12,681	52,428	$1,336,914
MIY	Blackrock Muniyield Michigan Quality Fund, Inc.	+12,556	36,201	$444,186
EVMT	Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF	+11,478	75,583	$1,200,258
SLV	iShares Silver Trust	+9,936	20,756	$1,109,823
GILD	Gilead Sciences, Inc.	+9,662	39,458	$4,985,123
FNDA	Schwab Fundamental U.S. Small Company ETF	+9,490	63,984	$2,041,967
ALLE	Allegion plc	+8,722	35,150	$4,938,223
COHR	Coherent Corp.	+8,266	13,477	$5,316,272
MO	Altria Group, Inc.	+6,428	65,314	$4,699,342
NEM	NEWMONT Corp /DE/	+6,003	48,690	$4,547,646
CIEN	Ciena Corp	+5,835	8,375	$4,108,440
EOG	Eog Resources Inc	+5,405	36,089	$4,681,825
WDC	Western Digital Corp	+5,160	8,277	$5,286,685
FMCE	FM Compounders Equity ETF	+4,603	25,611	$820,760
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CSCO	Cisco Systems, Inc.	−48,494	12,020	$1,411,869
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−39,084	179,534	$10,477,814
HBAN	Huntington Bancshares Inc /Md/	−35,029	279,653	$4,958,247
FSSL	FS Specialty Lending Fund	−24,361	87,121	$971,399
INTC	Intel Corp	−14,419	48,685	$6,797,886
DVN	Devon Energy Corp/De	−13,697	22,341	$923,130
FIVE	Five Below, Inc	−13,296	1,514	$272,202
CPAI	Counterpoint Quantitative Equity ETF	−11,312	13,444	$287,163
QCOM	Qualcomm Inc/De	−9,600	26,922	$4,974,916
BILZ	PIMCO Ultra Short Government Active ETF	−9,231	8,958	$903,055
GOOGL	Alphabet Inc.	−8,453	12,730	$4,529,159
FSCO	FS Credit Opportunities Corp.	−5,467	129,190	$644,658
KTOS	Kratos Defense & Security Solutions, Inc.	−4,931	5,443	$271,387
VIGI	Vanguard International Dividend Appreciation ETF	−4,611	1,610	$254,428
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	−4,594	47,478	$2,553,890
T	At&T Inc.	−4,190	19,392	$401,414
CAT	Caterpillar Inc	−3,569	1,739	$1,851,861
PANW	Palo Alto Networks Inc	−3,459	1,055	$359,776
CVY	Invesco Zacks Multi-Asset Income ETF	−3,189	23,865	$2,150,236
VZ	Verizon Communications Inc	−3,122	60,822	$2,575,203
NEE	Nextera Energy Inc	−2,314	27,394	$2,404,371
PBR	Petrobras - Petroleo Brasileiro SA	−2,253	10,080	$162,892
MDT	Medtronic plc	−2,156	5,918	$462,965
ACGO	Hartford Alpha Capture Growth ETF	−2,155	36,770	$958,153
AGNG	Global X Funds Global X Aging Population ETF	−2,146	17,531	$876,271
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
MBSX	Regan Fixed Rate MBS ETF	519,876	$14,260,198
HYSA	BondBloxx USD High Yield Bond Sector Rotation ETF	47,331	$2,362,530
MRVL	Marvell Technology, Inc.	5,257	$1,566,007
ALAB	Astera Labs, Inc.	3,195	$1,543,248
DELL	Dell Technologies Inc.	3,539	$1,526,936
FLEX	Flex Ltd.	9,107	$1,475,971
SCI	Service Corp International	18,172	$1,380,345
IRDM	Iridium Communications Inc.	22,912	$1,256,723
LSCC	Lattice Semiconductor Corp	7,918	$1,211,137
MTSI	MACOM Technology Solutions Holdings, Inc.	3,170	$1,205,772
—		22,431	$1,107,418
GFS	GLOBALFOUNDRIES Inc.	13,023	$1,073,225
ON	On Semiconductor Corp	9,496	$897,751
SJCP	SanJac Alpha Core Plus Bond ETF	10,442	$301,095
TROW	Price T Rowe Group Inc	2,409	$273,879
PCAR	Paccar Inc	2,245	$269,669
B	Barrick Mining Corp	6,568	$241,242
DAL	Delta Air Lines, Inc.	2,516	$235,648
AFK	VanEck Africa Index ETF	13,078	$232,526
KMB	Kimberly Clark Corp	2,089	$229,309
DIA	Spdr Dow Jones Industrial Average ETF Trust	431	$225,150
GIS	General Mills Inc	6,244	$217,291
SANM	Sanmina Corp	850	$215,118
CARR	CARRIER GLOBAL Corp	2,894	$212,274
GWW	W.W. Grainger, Inc.	152	$206,780
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AIEQ	Amplify AI Powered Equity ETF	369,923	$16,455,694
AAPL	Apple Inc.	45,869	$11,641,093
BAPR	Innovator U.S. Equity Buffer ETF - April	171,045	$7,890,305
AMZN	Amazon Com Inc	25,272	$5,263,399
AXP	American Express Co	14,126	$4,272,832
FTI	TechnipFMC plc	52,328	$3,617,434
IONS	Ionis Pharmaceuticals Inc	44,614	$3,350,065
FTAI	FTAI Aviation Ltd.	13,109	$3,211,705
ADI	Analog Devices Inc	9,635	$3,065,278
WFRD	Weatherford International plc	27,977	$2,646,064
ELAN	Elanco Animal Health Inc	109,903	$2,629,978
TIGO	Millicom International Cellular SA	35,078	$2,628,745
BRK-B	Berkshire Hathaway Inc	5,174	$2,479,380
APD	Air Products & Chemicals, Inc.	5,687	$1,652,016
ACSG	American Century Small Cap Growth Insights ETF	15,384	$1,576,088
AMAT	Applied Materials Inc /De	3,649	$1,247,191
BBY	Best Buy Co Inc	16,900	$1,084,980
ABT	Abbott Laboratories	8,643	$887,376
ALB	Albemarle Corp	4,818	$864,975
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	17,752	$859,871
ECG	Everus Construction Group, Inc.	6,913	$816,148
MRNA	Moderna, Inc.	15,739	$799,541
ROIV	Roivant Sciences Ltd.	28,596	$792,109
WBD	Warner Bros. Discovery, Inc.	26,833	$736,834
ATI	Ati Inc	5,023	$730,645
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

214 tracked positions · $455,844,736 total · filing declares 295 positions · $526,135,564 · 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 214 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GNTX	Gentex Corp Consumer Cyclical	Added	1,807,608	+14,673	$45,678,254	+16.6%	10.02%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	284,838	+44,774	$29,394,627	—	6.45%
MBSX	Regan Fixed Rate MBS ETF	NEW	519,876	NEW	$14,260,198	NEW	3.13%
NVDA	Nvidia Corp Technology	Added	62,075	+1,262	$12,420,586	+17.1%	2.72%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Reduced	179,534	-39,084	$10,477,814	−12.1%	2.30%
MSFT	Microsoft Corp Technology	Reduced	26,883	-1,445	$10,027,896	−4.4%	2.20%
VB	Vanguard Morningstar Small-Cap ETF	Added	19,745	+3,852	$9,314,330	+20.2%	2.04%
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	Added	169,530	+46,440	$9,208,963	+50.9%	2.02%
AAAA	Amplius Aggressive Asset Allocation ETF	Added	78,520	+35,414	$8,264,617	+64.9%	1.81%
INTC	Intel Corp Technology	Reduced	48,685	-14,419	$6,797,886	+144.1%	1.49%
AVGO	Broadcom Inc. Technology	Reduced	17,706	-1,092	$6,688,441	+15.0%	1.47%
QQQ	Invesco Qqq Trust, Series 1	Added	8,796	+2,789	$6,477,374	+86.8%	1.42%
JPM	Jpmorgan Chase & Co Financial Services	Added	19,178	+334	$6,277,534	+13.2%	1.38%
MRK	Merck & Co., Inc. Healthcare	Added	44,438	+648	$5,710,283	+8.4%	1.25%
SNDK	Sandisk Corp Technology	Added	2,462	+1,175	$5,597,923	+584.6%	1.23%
MU	Micron Technology Inc Technology	Added	4,825	+2,737	$5,569,449	+689.5%	1.22%
COHR	Coherent Corp. Technology	Added	13,477	+8,266	$5,316,272	+328.3%	1.17%
WDC	Western Digital Corp Technology	Added	8,277	+5,160	$5,286,685	+527.0%	1.16%
RVMD	Revolution Medicines, Inc. Healthcare	Added	27,348	+19,130	$5,121,733	+540.9%	1.12%
ITW	Illinois Tool Works Inc Industrials	Added	18,636	+3,611	$5,040,478	+28.9%	1.11%
GILD	Gilead Sciences, Inc. Healthcare	Added	39,458	+9,662	$4,985,123	+20.0%	1.09%
CMCSA	Comcast Corp Communication Services	Added	202,825	+55,505	$4,979,353	+17.7%	1.09%
QCOM	Qualcomm Inc/De Technology	Reduced	26,922	-9,600	$4,974,916	+5.8%	1.09%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	Reduced	279,653	-35,029	$4,958,247	+0.7%	1.09%
ALLE	Allegion plc Industrials	Added	35,150	+8,722	$4,938,223	+28.6%	1.08%
BMY	Bristol Myers Squibb Co Healthcare	Added	82,237	+15,575	$4,738,495	+17.2%	1.04%
MO	Altria Group, Inc. Consumer Defensive	Added	65,314	+6,428	$4,699,342	+20.9%	1.03%
EOG	Eog Resources Inc Energy	Added	36,089	+5,405	$4,681,825	+5.5%	1.03%
NEM	NEWMONT Corp /DE/ Basic Materials	Added	48,690	+6,003	$4,547,646	−1.6%	1.00%
GOOGL	Alphabet Inc. Communication Services	Reduced	12,730	-8,453	$4,529,159	−25.6%	0.99%
HAS	Hasbro, Inc. Consumer Cyclical	Added	54,474	+13,203	$4,499,007	+16.5%	0.99%
ETN	Eaton Corp plc Industrials	Reduced	10,521	-385	$4,483,208	+14.9%	0.98%
CGGO	Capital Group Global Growth Equity ETF	Added	103,584	+2,465	$4,384,710	+29.9%	0.96%
GLD	Spdr Gold Trust	Added	11,669	+2,797	$4,298,626	+12.6%	0.94%
ABBV	AbbVie Inc. Healthcare	Reduced	16,983	-49	$4,273,602	+15.4%	0.94%
LITE	Lumentum Holdings Inc. Technology	Added	4,843	+3,710	$4,155,584	+421.9%	0.91%
AAAP	Pacer Barings CLO Market Flex ETF	Added	88,944	+410	$4,134,483	+9.4%	0.91%
CIEN	Ciena Corp Technology	Added	8,375	+5,835	$4,108,440	+316.6%	0.90%
MPC	Marathon Petroleum Corp Energy	Added	16,002	+385	$4,091,231	+7.3%	0.90%
WMT	Walmart Inc. Consumer Defensive	Reduced	35,924	-640	$4,068,752	−10.5%	0.89%
RKLB	Rocket Lab Corp Industrials	Added	37,719	+26,813	$3,834,136	+447.4%	0.84%
LDOS	Leidos Holdings, Inc. Technology	Added	36,848	+13,502	$3,794,238	+4.5%	0.83%
CB	Chubb Ltd Financial Services	Reduced	7,781	-38	$2,651,297	+4.0%	0.58%
JNJ	Johnson & Johnson Healthcare	Added	10,207	+82	$2,592,271	+4.7%	0.57%
LLY	ELI LILLY & Co Healthcare	Reduced	2,160	-114	$2,590,769	+23.9%	0.57%
JCI	Johnson Controls International plc Industrials	Reduced	17,728	-798	$2,590,238	+6.8%	0.57%
VZ	Verizon Communications Inc Communication Services	Reduced	60,822	-3,122	$2,575,203	−19.8%	0.56%
CRM	Salesforce, Inc. Technology	Reduced	16,367	-160	$2,564,054	−16.9%	0.56%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Reduced	47,478	-4,594	$2,553,890	+4.6%	0.56%
NEE	Nextera Energy Inc Utilities	Reduced	27,394	-2,314	$2,404,371	−12.9%	0.53%

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.