West Financial Advisors, LLC ETF holdings
Des Moines, IA
Reported $641.0M in 76 ETFs in its Form 13F for June 30, 2026.
ETF value
$641.0M
ETFs held
76
Change from prior quarter
+11.8%
With price moves
ETFs as a share of its 13F
97.3%
of $658.5M
Top 10 of 76 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $87.2M | 126,894 | +5,283 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $73.1M | 1,026,448 | −42,643 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $72.7M | 97,397 | +469 shares |
| BND | Vanguard Total Bond Market ETF | $59.6M | 812,403 | +93,059 shares |
| VTEB | Vanguard Tax-Exempt Bond ETF | $56.2M | 1,110,601 | +15,756 shares |
| DFAE | Dimensional Emerging Core Equity Market ETF | $39.7M | 986,974 | +124,778 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $29.6M | 384,262 | +11,112 shares |
| IEFA | iShares Core MSCI EAFE ETF | $28.0M | 290,065 | +4,095 shares |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $22.6M | 273,712 | +15,715 shares |
| TIP | iShares TIPS Bond ETF | $20.9M | 191,290 | +9,545 shares |
66 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001843684. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does West Financial Advisors, LLC own?
West Financial Advisors, LLC reported 76 ETF positions worth $641.0M in its Form 13F for June 30, 2026. The largest was VOO, at $87.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.