account_balance
Investment manager · 13F filer · SEC CIK 1843684
West Financial Advisors, LLC
Reported value$665Mas of Sep 30, 2026
Positions275 87 new, 35 sold out
Top 10 weight71.6%VOO alone is 13%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
13.4%
SPYSPDR S&P 500 ETF Trust
10.9%Trimmed −2%
VEAVanguard Tax-Managed FDS
10.7%
BNDVanguard Bd Index FDS
7.9%Trimmed −8%
VTEBVanguard Mun Bd FDS
6.9%Trimmed −13%
DFAEDimensional ETF Trust
6.2%Added +6%
IEFAiShares Tr
4.3%
IJHiShares Tr
4.1%
VCSHVanguard Scottsdale FDS
3.6%New
VTIPVanguard Malvern FDS
3.6%New
DFLVDimensional ETF Trust
2.8%
DFASDimensional ETF Trust
2.7%+4%
VOOVanguard Index FDS
13.4%
SPYSPDR S&P 500 ETF Trust
10.9%Trimmed −2%
VEAVanguard Tax-Managed FDS
10.7%
BNDVanguard Bd Index FDS
7.9%−8%
VTEBVanguard Mun Bd FDS
6.9%−13%
DFAEDimensional ETF Trust
6.2%
IEFAiShares Tr
4.3%
IJHiShares Tr
4.1%
VCSH
VTIP
DFLV
DFAS
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
VOO Vanguard Index FDS 13.4% Held
SPY SPDR S&P 500 ETF Trust 10.9% Trimmed −2%VEA Vanguard Tax-Managed FDS 10.7% Held
BND Vanguard Bd Index FDS 7.9% Trimmed −8%
VTEB Vanguard Mun Bd FDS 6.9% Trimmed −13%
DFAE Dimensional ETF Trust 6.2% Added +6%
IEFA iShares Tr 4.3% Held
IJH iShares Tr 4.1% Held
VCSH Vanguard Scottsdale FDS 3.6% New
VTIP Vanguard Malvern FDS 3.6% New
DFLV Dimensional ETF Trust 2.8% Held
DFAS Dimensional ETF Trust 2.7% Added +4%
What changed
Biggest moves since Jun 30, 2026
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