Fund Holdings

West Financial Advisors, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
DIMENSIONAL ETF TRUST
US LARG VALU ETF
0571,794+571,794020,418,7643.47%+20,418,764
SELECT SECTOR SPDR TR
ST STR ENERG ETF
071,576+71,57604,384,7460.74%+4,384,746
SELECT SECTOR SPDR TR
ST STR MATER ETF
077,066+77,06603,850,9890.65%+3,850,989
SELECT SECTOR SPDR TR
ST STR CARE ETF
025,165+25,16503,689,4410.63%+3,689,441
ISHARES TR362,749373,150+10,40123,941,43425,198,8204.28%+1,257,386
CASEYS GEN STORES INC(CASY)7142,177+1,463394,3761,584,5520.27%+1,190,176
ISHARES TR176,285181,745+5,46019,375,48520,057,3793.40%+681,894
VANGUARD MUN BD FDS1,074,0391,094,845+20,80654,013,42254,621,8189.27%+608,396
DIMENSIONAL ETF TRUST
NATL MUN BD ETF
189,836201,939+12,1039,144,4019,678,9371.64%+534,536
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
212,021213,380+1,35914,771,50415,177,7202.58%+406,216
VANGUARD INDEX FDS168,126170,379+2,25314,877,49915,112,6262.57%+235,127
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
890,148862,196-27,95228,992,12129,193,9574.96%+201,836
VANGUARD BD INDEX FDS712,921719,344+6,42352,806,03852,972,4798.99%+166,441
VANGUARD INTL EQUITY INDEX F40,46641,861+1,3952,175,4722,262,5760.38%+87,104
ALLIANT ENERGY CORP(LNT)10,76810,7680700,028772,7120.13%+72,684
VANGUARD INDEX FDS13,03413,113+793,362,1433,434,5160.58%+72,373
SPDR GOLD TR(GLD)0111+111047,7630.01%+47,763
VANGUARD INDEX FDS9,2199,466+2472,675,4362,718,3830.46%+42,947
CHEVRON CORPORATION(CVX)933886-47142,199183,3140.03%+41,115
ISHARES TR
CORE MSCI EAFE
288,939285,970-2,96925,848,48325,888,8654.39%+40,382
ARCHER DANIELS MIDLAND CO2,0002,0000114,980145,3800.02%+30,400
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
35,82435,791-331,680,8631,701,1470.29%+20,284
SCHWAB STRATEGIC TR5,6515,6510155,007173,3730.03%+18,366
CHURCH & DWIGHT CO INC(CHD)1,8081,8080151,601168,7230.03%+17,122
VANGUARD INTL EQUITY INDEX F2,6202,789+169369,578385,7750.07%+16,197
VANGUARD INDEX FDS2,6802,683+3511,887526,4360.09%+14,549
CORTEVA INC(CTVA)867867058,14272,6100.01%+14,468
VANGUARD INDEX FDS2,3032,3030487,722500,2960.08%+12,574
AMGEN INC(AMGN)784764-20256,612268,8140.05%+12,202
INTEL CORP(INTC)1,5571,557057,45468,7110.01%+11,257
LAM RESEARCH CORP(LRCX)250250042,79553,4150.01%+10,620
TARGA RES CORP(TRGP)151151027,86037,8610.01%+10,001
MERCK & CO INC(MRK)1,1961,114-82125,891134,0040.02%+8,113
ISHARES TR47122+755,03512,9510.00%+7,916
UNION PAC CORP(UNP)6676670154,291161,8280.03%+7,537
JABIL INC(JBL)200200045,60453,1260.01%+7,522
CONSOLIDATED EDISON INC(ED)472472046,88053,4210.01%+6,541
COCA COLA CO(KO)1,0651,065074,45580,9940.01%+6,539
ISHARES INC
CORE MSCI EMKT
2,4322,4320163,480169,6320.03%+6,152
VALERO ENERGY CORP(VLO)525208,39712,8120.00%+4,415
AMES NATL CORP804804018,46022,6890.00%+4,229
EATON CORP PLC(ETN)107107034,08138,2710.01%+4,190
ISHARES TR386430+4443,97447,8900.01%+3,916
WELLTOWER INC(WELL)320320059,39663,2680.01%+3,872
ISHARES TR1,0701,0700225,064228,6270.04%+3,563
CUMMINS INC(CMI)126126064,31767,7910.01%+3,474
GARMIN LTD(GRMN)118118023,93727,3780.00%+3,441
PRINCIPAL FINANCIAL GROUP IN(PFG)1,8061,8060159,308162,7390.03%+3,431
SPDR SERIES TRUST
ST STR BLO 1 ETF
79,15378,965-1887,233,0027,236,3531.23%+3,351
NORDIC AMERICAN TANKERS LIMI
COM
1,1391,173+343,9196,8720.00%+2,953
ISHARES TR1,4181,418077,57980,5290.01%+2,950
BLACKSKY TECHNOLOGY INC0100+10002,5160.00%+2,516
VERIZON COMMUNICATIONS INC(VZ)252252010,26412,6510.00%+2,387
SCHWAB STRATEGIC TR279367+886,7089,0840.00%+2,376
OTTER TAIL CORP(OTTR)334334026,99129,3160.00%+2,325
MARRIOTT INTL INC NEW(MAR)135135041,88344,1550.01%+2,272
AST SPACEMOBILE INC(ASTS)200200014,52616,5740.00%+2,048
ETFIS SER TR I
VIRTUS INFRCAP
27128+1015912,6080.00%+2,017
SPDR SERIES TRUST
ST STR SP DIV
294294040,91442,9070.01%+1,993
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
666666033,23435,1520.01%+1,918
VANGUARD INDEX FDS218218038,66740,1740.01%+1,507
PANGAEA LOGISTICS SOLUTION L
SHS
200400+2001,3762,8320.00%+1,456
KINDER MORGAN INC DEL(KMI)221223+26,0637,4620.00%+1,399
RTX CORPORATION(RTX)142142026,04327,3920.00%+1,349
SPIRE GLOBAL INC0100+10001,2580.00%+1,258
RILEY EXPLORATION PERMIAN IN105106+12,7603,8660.00%+1,106
GT BIOPHARMA INC02,500+2,50001,0210.00%+1,021
ISHARES TR1,0431,0430100,410101,4110.02%+1,001
UNIVERSAL TECHNICAL INST INC(UTI)10010002,6133,6100.00%+997
ISHARES TR4984980122,588123,5040.02%+916
HOLOGIC INC816816060,78461,6820.01%+898
ISHARES TR
CORE DIV GRWTH
1,0981,098076,22477,0580.01%+834
NAVITAS SEMICONDUCTOR CORP(NVTS)50050003,5704,3850.00%+815
S & T BANCORP INC(STBA)262262010,31010,9600.00%+650
MCDONALDS CORP(MCD)104104031,78632,3230.01%+537
MCKESSON CORP(MCK)01+105340.00%+534
PERMIAN RESOURCES CORP(PR)696909661,4790.00%+513
SIRIUSXM HOLDINGS INC(SIRI)152154+23,0403,5520.00%+512
NORTHERN OIL & GAS INC(NOG)5556+11,1881,6470.00%+459
FREEPORT MCMORAN INC(FCX)505002,5592,9690.00%+410
WESTERN MIDSTREAM PARTNERS L(WES)115117+24,5324,8230.00%+291
ATMUS FILTRATION TECHNOLOGIE(ATMU)505002,6092,8560.00%+247
GLADSTONE LD CORP209212+31,9142,1610.00%+247
DORCHESTER MINERALS L P(DMLP)2930+16528130.00%+161
REDWIRE CORPORATION(RDW)14014001,0641,1900.00%+126
AT&T INC(T)141403484060.00%+58
PROCTER & GAMBLE CO(PG)505007,1667,2220.00%+56
VERSANT MEDIA GROUP INC(VSNT)01+10380.00%+38
VANGUARD INDEX FDS254254076,72976,7650.01%+36
FORTUNA MNG CORP(FSM)15015001,4721,4900.00%+18
UNDER ARMOUR INC(UA)1212058700.00%+12
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
8803053120.00%+7
PALANTIR TECHNOLOGIES INC(PLTR)000010.00%+1
WESTROCK COFFEE CO31310000
WARNER BROS DISCOVERY INC(WBD)22058550.00%-3
SENTINELONE INC(S)33045390.00%-6
ADVANCED FLOWER CAP INC22522506416340.00%-7
LUMEN TECHNOLOGIES INC(LUMN)99070630.00%-7
PENNYMAC MTG INVT TR(PMT)4041+14994770.00%-22
SARATOGA INVT CORP(SAJ)5456+21,2411,2150.00%-26
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