West Financial Advisors, LLC - Q22026 Holdings

West Financial Advisors, LLC holds 223 stocks with a total portfolio value of $ 658.51M as of Q22026. In Q22026, West Financial Advisors, LLC added 35 new positions, increased stakes in 57 stocks, reduced 24 holdings, and fully exited 4 positions. The largest holding is Vanguard Index Fds (VOO), representing 13.23% of the total portfolio.