West Family Investments, Inc. - Portfolio overview

West Family Investments, Inc. has 390 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IAU - ISHARES GOLD TR, 10.43%
2. SCHP - SCHWAB STRATEGIC TR, 5.21%
3. TLT - ISHARES TR, 5.10%

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

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