13F Insight
DOSSIER · 13F-HR · Q2 2026

West Family Investments, Inc.

$345M in tracked AUM across 468 positions as of Q2 2026.

WF
CIK 0001568303 · last filed Jun 30, 2026
Total AUM
$345M
as of Q2 2026
Holdings
468
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

West Family Investments, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$15M77K4.5%02
IEMG
ISHARES INC
$13M159K3.8%03
AAPL
APPLE INC
$13M44K3.7%04
MSFT
MICROSOFT CORP
$9M24K2.6%05
GOOGL
ALPHABET INC
$9M25K2.6%06
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$7M15K2.1%07
AMZN
AMAZON COM INC
$7M28K1.9%08
MU
MICRON TECHNOLOGY INC
$6M5K1.7%09
IEFA
ISHARES TR
$6M58K1.6%10
AVGO
BROADCOM INC
$5M15K1.6%

Filing history

2026Q2Jun 30
$345M▲ 21.0%
468 positionsView →2026Q1Mar 31
$285M▼ 33.0%
259 positionsView →2025Q4Dec 31
$426M▼ 4.9%
351 positionsView →2025Q3Sep 30
$448M▲ 16.9%
378 positionsView →2025Q2Jun 30
$383M▲ 44.3%
368 positionsLocked2025Q1Mar 31
$266M▼ 7.5%
272 positionsLocked2024Q4Dec 31
$287M▼ 2.3%
284 positionsLocked2024Q3Sep 30
$294M▼ 11.9%
293 positionsLocked2024Q2Jun 30
$334M▲ 3.5%
252 positionsLocked2024Q1Mar 31
$322M▲ 9.2%
259 positionsLocked2023Q4Dec 31
$295M▲ 3.0%
236 positionsLocked2023Q3Sep 30
$287M▲ 11.5%
227 positionsLocked
Showing 12 of 50