West Financial Advisors, LLC - Q12026 Holdings

West Financial Advisors, LLC holds 192 stocks with a total portfolio value of $ 589.12M as of Q12026. In Q12026, West Financial Advisors, LLC added 10 new positions, increased stakes in 36 stocks, reduced 51 holdings, and fully exited 54 positions. The largest holding is Vanguard Index Fds (VOO), representing 12.34% of the total portfolio.