West Financial Advisors, LLC
•CIK: 1843684•Filing: Q4 2025
**West Financial Advisors, LLC** manages $593M across a diversified portfolio of 235 positions. The strategy exhibits significant core exposure to broad U.S. equity indices, notably VOO ($93.8M) and SPY ($67.0M). Notable allocations also include international exposure via VEA ($68.8M) and fixed income diversification across BND ($52.8M) and VTEB ($54.0M). This structure suggests a disciplined, multi-asset approach anchored in established market benchmarks.
Total AUM
$592.7M
QoQ Performance
-2.0%
Positions
190
Top 10 Concentration
76.9%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
VEA
SPY
VTEB
BND
VOO15.8%
VEA11.6%
SPY11.3%
VTEB9.1%
BND8.9%
DFAE4.9%
IEFA4.4%
IJH4.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other70.8%
ETF27.1%
Technology1.3%
Financial0.5%
Consumer0.2%
Healthcare0.1%
Industrial0.1%
Energy0.0%
🚪 Exited Positionssold since Q3 2025
+28 more exited positions
Changes from Q3 2025
NEW41 new positions
↑44 increased
↓37 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023