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Investment manager · 13F filer · SEC CIK 1568303
West Family Investments, Inc.
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Reported value$433Mas of Sep 30, 2026
Positions476 83 new, 75 sold out
Top 10 weight32.2%IAU alone is 7%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IAUiShares Gold Trust
6.8%New
NVDANVIDIA Corp
4.0%
SCHPSchwab Strategic Tr
3.6%New
AAPLApple Inc.
3.5%
TLTiShares Tr
3.4%New
IEMGiShares Inc
2.8%Trimmed −5%
MSFTMicrosoft Corp
2.8%
GOOGLAlphabet Inc.
1.9%Trimmed −6%
AMZNAmazon.com Inc
1.7%+5%
MBBiShares Tr
1.7%New
TSMTaiwan Semiconductor Manufacturing Co Ltd
1.6%
MUMicron Technology Inc
1.2%
IAUiShares Gold Trust
6.8%New
NVDANVIDIA Corp
4.0%
SCHPSchwab Strategic Tr
3.6%New
AAPLApple Inc.
3.5%
TLTiShares Tr
3.4%New
IEMGiShares Inc
2.8%
MSFTMicrosoft Corp
2.8%
GOOGLAlphabet Inc.
1.9%
AMZNAmazon.com Inc
1.7%
MBB1.7%
TSM1.6%MU1.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IAU iShares Gold Trust 6.8% NewNVDA NVIDIA Corp 4.0% Held
SCHP Schwab Strategic Tr 3.6% New
AAPL Apple Inc. 3.5% HeldTLT iShares Tr 3.4% New
IEMG iShares Inc 2.8% Trimmed −5%
MSFT Microsoft Corp 2.8% HeldGOOGL Alphabet Inc. 1.9% Trimmed −6%AMZN Amazon.com Inc 1.7% Added +5%MBB iShares Tr 1.7% New
TSM Taiwan Semiconductor Manufacturing Co Ltd 1.6% HeldMU Micron Technology Inc 1.2% Trimmed −3%What changed
Biggest moves since Jun 30, 2026
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