DOSSIER · 13F-HR · Q2 2026
West Financial Advisors, LLC
$659M in tracked AUM across 224 positions as of Q2 2026.
WF
CIK 0001843684 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of SEC 13F Filing: West Financial Advisors, LLC
1. Portfolio Overview
West Financial Advisors, LLC has reported a substantial expansion in assets under management (AUM), with the total portfolio value growing by 203.6% from $195.21M to $592.67M quarter-over-quarter. This dramatic increase suggests significant capital inflows, likely from new clients or institutional mandates, rather than merely market appreciation, given the magnitude of the shift. The p...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
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.
Filing history
Showing 12 of 22