West Financial Advisors, LLC
RIA/Wealth
West Financial Advisors, LLC is a RIA/Wealth based in Des Moines, IA led by Brian Allen West, reporting $610.5M in AUM as of Q3 2025 with 95% ETF concentration, 77% concentrated in top 10 holdings, 16% allocation to VOO, and minimal technology exposure.
Managing PartnerBrian Allen West
- Portfolio Value
- $605.0M
- Positions
- 191
- Top Holding
- VOO at 16.3%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in West Financial Advisors, LLC's portfolio (76.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $98.6M | 16.30% | +$12.5M Bought | — 161.0K shares | |
ETF ETF | $69.7M | 11.51% | -$1.0M Sold | — 104.6K shares | |
ETF ETF | $67.4M | 11.14% | -$261.5K Sold | — 1.1M shares | |
ETF ETF | $60.0M | 9.93% | -$1.5M Sold | — 807.4K shares | |
ETF ETF | $56.9M | 9.40% | -$98.0K Sold | — 1.1M shares | |
ETF ETF | $29.1M | 4.80% | -$1.9M Sold | — 921.5K shares | |
ETF ETF | $25.4M | 4.21% | +$519.9K Bought | — 291.4K shares | |
ETF ETF | $24.2M | 4.00% | -$1.1M Sold | — 370.7K shares | |
ETF ETF | $16.6M | 2.75% | +$317.7K Bought | — 197.8K shares | |
ETF ETF | $15.0M | 2.48% | +$13.5M Bought | — 163.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in West Financial Advisors, LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for West Financial Advisors, LLC
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