West Financial Advisors, LLC
All 13F Filings
- Location
- Des Moines, IA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 592,670
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/13/2026 | 236 | 592,670 | 13F-HR | West Financial Advisors, LLC |
| Q3 2025 | 10/14/2025 | 193 | 604,984 | 13F-HR | West Financial Advisors, LLC |
| Q2 2025 | 7/21/2025 | 207 | 574,714 | 13F-HR | West Financial Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 376 K | 63.4% | 0 | 9.634 K | -9.634 K |
| ETFs | 216.6 K | 36.6% | 0 | 2.68 K | -2.68 K |
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Fund Snapshot
Q4 2025
Latest filed
1/13/2026
Total value ($000)
592,670
Holdings
236
QoQ value change ($000)
-12,314
(-2.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.