• 13F History

West Financial Advisors, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 9, 2025
Value $
$526M
Signature - Title
Laura West - Managing Partner
Location
Des Moines, IA
Summary
This page shows a list of all the recent 13F filings made by West Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. West Financial Advisors, LLC reported 202 stock holdings with total value $526M as of Q1 2025. Top holdings included VOO, BND, SPY, VEA, and VTEB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 202 $526M +$18.4M -$4.46M +$13.9M VOO, BND, SPY, VEA, VTEB 13F-HR 4/9/2025, 11:58 AM
Q4 2024 204 $519M +$83.4M -$72.9M +$10.5M VOO, SPY, BND, VEA, VTEB 13F-HR 1/14/2025, 03:33 PM
Q3 2024 187 $519M +$35M -$23.5M +$11.4M SPY, BND, VEA, VTEB, DFAE 13F-HR 10/8/2024, 02:57 PM
Q2 2024 159 $482M +$12.9M -$1.59M +$11.3M SPY, BND, VEA, VTEB, DFAE 13F-HR 7/15/2024, 01:57 PM
Q1 2024 154 $466M +$27.2M -$5M +$22.2M SPY, BND, VEA, VTEB, DFAE 13F-HR 4/11/2024, 01:51 PM
Q4 2023 157 $439M +$31.4M -$27.4M +$4M SPY, BND, VTEB, VEA, DFAE 13F-HR 1/11/2024, 01:07 PM
Q3 2023 206 $399M +$32M -$19.9M +$12.1M SPY, VTEB, BND, VEA, DFAE 13F-HR 10/10/2023, 04:31 PM
Q2 2023 186 $406M +$21.8M -$9.31M +$12.5M SPY, BND, VTEB, VEA, DFAE 13F-HR 7/7/2023, 02:38 PM
Q1 2023 161 $382M +$16.5M -$4.45M +$12.1M SPY, BND, VTEB, VEA, IJH 13F-HR 4/18/2023, 04:18 PM
Q4 2022 163 $358M +$65M -$55.6M +$9.37M SPY, BND, VTEB, VEA, IJH 13F-HR 1/10/2023, 01:02 PM
Q3 2022 168 $334M +$25.2M -$12.9M +$12.3M SPY, VEA, MUB, BND, VCSH 13F-HR 10/11/2022, 07:31 AM
Q2 2022 156 $344M +$49.5M -$38.3M +$11.1M SPY, VEA, BND, MUB, SUB 13F-HR 7/14/2022, 12:14 PM
Q1 2022 177 $380M +$54.3M -$20.7M +$33.6M SPY, VEA, BND, MUB, SUB 13F-HR 4/18/2022, 12:25 PM
Q4 2021 168 $373M +$29.5M -$13.7M +$15.8M SPY, VEA, BND, MUB, SUB 13F-HR 1/19/2022, 11:08 AM
Q3 2021 150 $341M +$19.2M -$1.01M +$18.2M SPY, BND, MUB, VEA, IJH 13F-HR 10/13/2021, 12:42 PM
Q2 2021 143 $327M +$39.8M -$24.7M +$15.1M SPY, MUB, VEA, BND, IJH 13F-HR 7/27/2021, 08:47 AM
Q1 2021 149 $298M +$9.66M -$1.81M +$7.85M SPY, MUB, BND, VEA, VIG 13F-HR 4/20/2021, 08:37 AM
Q4 2020 147 $282M SPY, MUB, BND, VEA, VIG Restatement 2/22/2021, 10:49 AM