West Financial Advisors, LLC - Portfolio overview

West Financial Advisors, LLC has 207 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 12.09%
2. VEA - VANGUARD TAX-MANAGED FDS, 11.39%
3. SPY - STATE STR SPDR S&P 500 ETF T, 10.48%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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