Institutional Fund
West Financial Advisors, LLC
Des Moines, IACIK 18436845 filings on record
Portfolio Value
$589.12M
Q1 2026
Holdings
192
Reported positions
New Buys
10
Opened this quarter
QoQ Change
-0.6%
from $592.67M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds12.3%
- Vanguard Tax-Managed Fds11.6%
- Spdr S&P 500 ETF Tr10.7%
- Vanguard Mun Bd Fds9.3%
- Vanguard Bd Index Fds9.0%
- Dimensional ETF Trust5.0%
- Other42.1%
Portfolio Holdings
192 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 121.6K | $72.67M | 12.3% | −27.9K | Reduced |
| 2 | Vanguard Tax-Managed Fds | 1.07M | $68.51M | 11.6% | −32.4K | Reduced |
| 3 | Spdr S&P 500 ETF Tr | 96.9K | $63.04M | 10.7% | −1.4K | Reduced |
| 4 | Vanguard Mun Bd Fds | 1.09M | $54.62M | 9.3% | +20.8K | Added |
| 5 | Vanguard Bd Index Fds | 719.3K | $52.97M | 9.0% | +6.4K | Added |
| 6 | Dimensional ETF Trust | 862.2K | $29.19M | 5.0% | −28.0K | Reduced |
| 7 | Ishares Tr | 286.0K | $25.89M | 4.4% | −3.0K | Reduced |
| 8 | Ishares Tr | 373.1K | $25.20M | 4.3% | +10.4K | Added |
| 9 | Vanguard Scottsdale Fds | 258.0K | $21.35M | 3.6% | +2.7K | Added |
| 10 | Dimensional ETF Trust | 571.8K | $20.42M | 3.5% | +571.8K | New |
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