Fund HoldingsWEST MICHIGAN ADVISORS, LLC

Total Portfolio Value
$455.19M
Total Bought
$106.70M
Total Sold
$79.33M
Net Transaction
+$27.37M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
Innovator U.S. Equity Power Buffer ETF - January
US EQTY PWR BUF
0171,045+171,04507,8901.73%+7,890
Merck & Co. Inc.(MRK)8,92943,790+34,8619475,3031.17%+4,356
Bristol-Myers Squibb Company(BMY)066,662+66,66204,0430.89%+4,043
Hasbro Incorporated(HAS)041,271+41,27103,8630.85%+3,863
Technipfmc PLC(FTI)052,328+52,32803,6200.80%+3,620
Five Below Incorporated(FIVE)014,810+14,81003,3840.74%+3,384
Neos Nasdaq 100 High Income ETF
NASDAQ 100 HIGH
066,403+66,40303,3000.72%+3,300
Ftai Aviation Limited SHS(FTAI)013,109+13,10903,2120.71%+3,212
Alpha Architect 1-3 Month Box ETF
ALPHA ARCH 1-3
17,09843,106+26,0081,9685,0131.10%+3,045
Weatherford International PLC Ord SHS(WFRD)027,977+27,97702,6460.58%+2,646
Caterpillar(CAT)05,308+5,30803,7610.83%+3,761
Neos S&P 500 High Income ETF
NEOS S&P 500 HI
045,423+45,42302,2430.49%+2,243
Elanco Animal Health Incorporated(ELAN)26,290109,903+83,6135952,6300.58%+2,035
Intel(INTC)24,05663,104+39,0488882,7850.61%+1,897
Eog Res Incorporated(EOG)24,71230,684+5,9722,5954,4360.97%+1,841
Alphabet Inc. Class A(GOOG)9,14116,244+7,1032,8614,6711.03%+1,810
iShares TR MSCI Intl Moment
MSCI INTL MOMENT
035,430+35,43001,7010.37%+1,701
Comcast Corp Class A(CCZ)95,491147,320+51,8292,8544,2300.93%+1,375
Altria Group Incorporated(MO)058,886+58,88603,9480.87%+3,948
Allegion PLC Ord SHS(ALLE)026,428+26,42803,8400.84%+3,840
Hartford MLTFCTR DVLPD MRKTS ETF032,653+32,65301,2870.28%+1,287
Avantis US Small Cap Value ETF011,252+11,25201,2430.27%+1,243
Illinois Tool Works(ITW)015,025+15,02503,9350.86%+3,935
Marathon Pete Corp(MPC)015,617+15,61703,8130.84%+3,813
iShares US Real Estate ETF010,878+10,87801,0290.23%+1,029
Invesco S&P Smallcap Momentum ETF
S&P SMLCP MOMENT
011,770+11,77008950.20%+895
Gilead Sciences Incorporated(GILD)26,70529,796+3,0913,2784,1530.91%+875
Albemarle Corp(ALB)04,818+4,81808670.19%+867
Vertiv Holdings Company Com Class A(VRT)03,373+3,37308450.19%+845
Applied Matls Incorporated03,649+3,64901,2470.27%+1,247
Sandisk Corporation(SNDK)01,287+1,28708180.18%+818
Invesco QQQ4,3146,007+1,6932,6503,4670.76%+817
Everus Constr Group(ECG)06,913+6,91308160.18%+816
Cisco Systems(CSCO)50,50260,514+10,0123,8904,6951.03%+805
Moderna Incorporated(MRNA)015,739+15,73908000.18%+800
MKS Inc(MKSI)03,376+3,37607760.17%+776
Ati Inc(ATI)05,023+5,02307310.16%+731
Southern Copper Corp(SCCO)04,178+4,17807190.16%+719
Leidos Holdings Incorporated(LDOS)16,18323,346+7,1632,9193,6310.80%+711
Rocket Lab Corporation(RKLB)010,906+10,90607000.15%+700
Amkor Technology Inc015,418+15,41806940.15%+694
American Express Co(AXP)9,70614,126+4,4203,5914,2730.94%+682
Wal-Mart(WMT)34,80936,564+1,7553,8864,5531.00%+667
Dodge & Cox Income Fund035,046+35,04606550.14%+655
Analog Devices Inc(ADI)8,8929,635+7432,4113,0650.67%+654
SPDR S&P Bank ETF
ST STR SP BANK
010,615+10,61506320.14%+632
Newmont Corp(NEM)042,687+42,68704,6211.02%+4,621
Corning Incorporated(GLW)07,375+7,37501,0030.22%+1,003
Innovator U.S. Equity Power Buffer ETF - March
US EQTY PWR BUF
012,581+12,58105610.12%+561
Neos Enhanced Income 1-3 Month T-Bill ETF
NEOS ENH INC 1-3
011,264+11,26405610.12%+561
Linde PLC SHS(LIN)01,032+1,03205120.11%+512
Realty Income Corporation REIT(O)08,278+8,27805090.11%+509
Chevron Corp.(CVX)06,932+6,93201,4340.32%+1,434
Nextera Energy Inc(NEE)28,93929,708+7692,3232,7590.61%+436
Qualcomm Incorporated(QCOM)25,02136,522+11,5014,2804,7031.03%+424
Texas Instruments(TXN)02,153+2,15304180.09%+418
Entergy Corporation New(ETR)03,641+3,64104090.09%+409
Darden Restaurants(DRI)01,983+1,98303890.09%+389
Cummins Incorporated(CMI)0710+71003820.08%+382
Apple Inc(AAPL)045,869+45,869011,6412.56%+11,641
Philip Morris International Incorporated(PM)02,218+2,21803700.08%+370
Invsc Actvly MNG Optm YD DVRS ETF
OPTIMUM YIELD
56,64764,105+7,4587511,1100.24%+360
Amplify Intrntnl Enhnc Divi Incm ETF23,43330,902+7,4698991,2510.27%+352
Schwab US Dividend Equity ETF054,494+54,49401,6720.37%+1,672
iShares MSCI EAFE ETF23,19626,444+3,2482,2272,5690.56%+341
Eaton Corp PLC F(ETN)010,906+10,90603,9010.86%+3,901
Avantis US Large Cap Value ETF04,132+4,13203330.07%+333
iShares TR 3 7 YR Treas BD3,5326,362+2,8304227550.17%+333
PIMCO Dynamic Income(PDO)025,000+25,00003260.07%+326
Astrazeneca PLC(AZN)01,638+1,63803230.07%+323
Ionis Pharmaceuticals Incorporated(IONS)38,41344,614+6,2013,0393,3500.74%+311
Counterpoint High Yield Trend ETF
CP HIGH YILD TRD
024,756+24,75605270.12%+527
Honeywell Intl Inc(HON)01,327+1,32703000.07%+300
Vanguard Emerging Markets Government Bond ETF04,488+4,48802950.06%+295
Monarch Volume Factor Global ETF
MONARCH VOL FACT
09,120+9,12002940.06%+294
Shell PLC Spon Ads(SHEL)03,079+3,07902860.06%+286
BlackRock Muniy Michigan023,645+23,64502820.06%+282
Parker-Hannifin Corporation(PH)0313+31302800.06%+280
Phillips 66(PSX)01,452+1,45202650.06%+265
Adaptiv Select ETF
ADAPTIV SELECT
015,072+15,07206360.14%+636
SPDR Health Care Select
ST STR CARE ETF
01,763+1,76302580.06%+258
Ciena Corporation Com New(CIEN)3,1162,540-5767299860.22%+257
Petroleo Brasileiro SA Petrobr Sponsored ADR(PBR)012,333+12,33302560.06%+256
Halliburton Company(HAL)06,534+6,53402550.06%+255
Verizon(VZ)063,944+63,94403,2100.71%+3,210
General Dynamics Corporation(GD)0736+73602530.06%+253
Lyondellbasell Industries N V SHS - A -
SHS - A -
03,120+3,12002510.06%+251
Conocophillips(COP)05,259+5,25906940.15%+694
BP PLC F Sponsored ADR(BP)05,228+5,22802460.05%+246
Vanguard MSCI Emerging Markets ETF013,000+13,00002430.05%+243
Valero Energy Corp(VLO)0954+95402360.05%+236
North SQR Rcim Tax Adv Pre In ETF30,26539,747+9,4827781,0090.22%+231
Fidelity Natl Information SVCS(FIS)04,865+4,86502280.05%+228
Prologis Inc. REIT(PLD)01,723+1,72302280.05%+228
Fedex Corp(FDX)0633+63302260.05%+226
C M S Energy Corp(CMS)02,893+2,89302240.05%+224
Suncor Energy Incorporated New(SU)03,368+3,36802230.05%+223
Automatic Data Processing Incorporated01,053+1,05302160.05%+216
American Beacon Select Funds GLG Nat Res ETF
GLG NAT RES ETF
8,01210,989+2,9773535670.12%+213
Oneok Incorporated New(OKE)02,318+2,31802100.05%+210
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