West Financial Advisors, LLC
Top Portfolio Positions
125 positions ·
$83,571,531 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
96,928 | $63,036,155 | 75.43% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
8,773 | $5,063,600 | 6.06% | |
| AAPL |
Apple Inc.
Technology
|
15,762 | $4,000,237 | 4.79% | |
| CASY |
Caseys General Stores Inc
Consumer Cyclical
|
2,177 | $1,584,551 | 1.90% | |
| MSFT |
Microsoft Corp
Technology
|
2,781 | $1,029,442 | 1.23% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
9,000 | $845,820 | 1.01% | |
| LNT |
Alliant Energy Corp
Utilities
|
10,768 | $772,711 | 0.92% | |
| IBIT |
iShares Bitcoin Trust ETF
|
17,293 | $664,397 | 0.80% | |
| TYL |
Tyler Technologies Inc
Technology
|
1,449 | $496,108 | 0.59% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
1,333 | $495,542 | 0.59% |
Portfolio Trend
22 quarters · across all stocks
Holdings in SAR
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,224 | 56 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,245 | 54 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,268 | 52 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,264 | 51 | Shares | Sole | 2025-07-21 | |
| No 13F history on record for this holder in this stock. | ||||||