WEST MICHIGAN ADVISORS, LLC
•CIK: 1909879•Filing: Q4 2025
**WEST MICHIGAN ADVISORS, LLC** manages $436M across a diversified portfolio of 271 positions. The fund exhibits significant concentration in select names, notably maintaining a $41.7M position in GNTX. Further top holdings include DIVO at $15.1M, followed by technology anchors such as MSFT ($11.9M), AAPL ($11.3M), and NVDA ($10.7M). This allocation suggests a tactical, high-conviction approach across growth and established market leaders.
Total AUM
$435.6M
QoQ Performance
+4.7%
Positions
271
Top 10 Concentration
29.6%
Latest Filing
Q4 2025
Top Holdings Allocation
GNTX
GNTX9.6%
DIVO3.5%
MSFT2.7%
AAPL2.6%
NVDA2.5%
POCT1.9%
AVGO1.5%
VOO1.5%
📈 Biggest Buys
POCT
Innovator U.S. Equity Power Bffer ETF - October
NEW
1.9% of portfolio
WBD
Warner Brothers Discover
NEW
0.9% of portfolio
ISI
Ionis Pharmaceuticals Incorporated
NEW
0.7% of portfolio
APH
Amphenol Corporation New Class A
NEW
0.7% of portfolio
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+149.9%
0.9% of portfolio
📉 Biggest Sells
Sector Breakdown
Other61.8%
Technology16.3%
Financial5.3%
Healthcare4.4%
Consumer3.6%
ETF2.0%
Industrial1.8%
Energy1.5%
🚪 Exited Positionssold since Q3 2025
+74 more exited positions
Changes from Q3 2025
NEW18 new positions
↑114 increased
↓64 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023