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West Financial Advisors, LLC
hedge fundUpdated 14 days agoManaged by West Financial Advisors, Llc • Latest filing Q3 2026
Portfolio value
$665M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
16.6%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $592.7M |
| Q1 2026 | $589.1M |
| Q2 2026 | $658.5M |
| Q3 2026 | $665M |
Top holdings
275 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $89.1M | 127.2K | 13.40% | Added(+0.2%) | |
| 2 | $72.5M | 95.0K | 10.90% | Trimmed(-2.4%) | |
| 3 | $71.5M | 1.01M | 10.74% | Trimmed(-1.4%) | |
| 4 | $52.3M | 744.8K | 7.86% | Trimmed(-8.3%) | |
| 5 | $45.6M | 963.2K | 6.86% | Trimmed(-13.3%) | |
| 6 | $41.1M | 1.05M | 6.18% | Added(+6.0%) | |
| 7 | $28.4M | 293.3K | 4.27% | Added(+1.1%) | |
| 8 | $27.5M | 381.6K | 4.13% | Trimmed(-0.7%) | |
| 9 | $24.3M | 314.0K | 3.65% | — | |
| 10 | $24M | 488.4K | 3.61% | — | |
| 11 | ? N/A DIMENSIONAL ETF TRUST | $18.6M | 462.1K | 2.79% | Trimmed(-2.0%) |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $18.1M | 234.3K | 2.73% | Added(+4.4%) |
| 13 | ? N/A DIMENSIONAL ETF TRUST | $17.4M | 377.4K | 2.61% | Added(+75.0%) |
| 14 | $16M | 178.6K | 2.41% | Added(+2.3%) | |
| 15 | $14.7M | 63.4K | 2.21% | Trimmed(-0.4%) | |
| 16 | $13.2M | 35.4K | 1.99% | Added(+114.5%) | |
| 17 | $9M | 98.5K | 1.36% | Added(+202.0%) | |
| 18 | $7.7M | 33.2K | 1.16% | Trimmed(-3.9%) | |
| 19 | $6.4M | 8.6K | 0.96% | Trimmed(-6.1%) | |
| 20 | $5.6M | 16.7K | 0.83% | Added(+0.1%) |