West Financial Advisors, LLC - Q42025 Holdings

West Financial Advisors, LLC holds 236 stocks with a total portfolio value of $ 592.67M as of Q42025. In Q42025, West Financial Advisors, LLC added 49 new positions, increased stakes in 56 stocks, reduced 37 holdings, and fully exited 6 positions. The largest holding is Vanguard Index Fds (VOO), representing 15.82% of the total portfolio.