West Financial Advisors, LLC - Q32026 Holdings

West Financial Advisors, LLC holds 273 stocks with a total portfolio value of $ 665.03M as of Q32026. In Q32026, West Financial Advisors, LLC added 86 new positions, increased stakes in 45 stocks, reduced 38 holdings, and fully exited 36 positions. The largest holding is Vanguard Index Fds (VOO), representing 13.40% of the total portfolio.