Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > West Financial Advisors, Llc > Profile

Instuitional Investor - West Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: West Financial Advisors, Llc
Portfolio Value $589,119,322
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 121,611 $72,668,848 12.34%
2.
Vanguard Tax-Managed Fds
 1,069,091 $68,507,369 11.63%
3.
Spdr S & P 500 Etf Trust
 SPY 96,928 $63,036,156 10.7%
4.
Vanguard Mun Bd Fds
 1,094,845 $54,621,818 9.27%
5.
Vanguard Bond Index Funds
 BND 719,344 $52,972,479 8.99%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.