WEST MICHIGAN ADVISORS, LLC logo

WEST MICHIGAN ADVISORS, LLC

RIA/Wealth

WEST MICHIGAN ADVISORS, LLC is a RIA/Wealth based in Holland, MI led by Aaron Michael Clark, reporting $614.4M in AUM as of Q3 2025 with GNTX as the largest holding (12% allocation).

CEOAaron Michael Clark
Portfolio Value
$410.0M
Positions
257
Top Holding
GNTX at 12.37%
Last Reported
Q3 2025
Address301 Hoover Blvd., Suite 300, Holland, MI, 49423, United States

Top Holdings

Largest long holdings in WEST MICHIGAN ADVISORS, LLC's portfolio (33.1% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
1
Gentex logo
Gentex
GNTX
Auto - Parts
Consumer Cyclical
$50.7M
12.37%
-$63.9K
Sold
0.82%
1.8M shares
ETF
ETF
$15.2M
3.71%
-$397.5K
Sold
340.8K shares
Software - Infrastructure
Technology
$12.4M
3.03%
-$637.1K
Sold
0.00%
24.0K shares
4
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$11.6M
2.83%
-$129.4K
Sold
0.00%
45.6K shares
5
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$10.7M
2.61%
+$236.6K
Bought
0.00%
57.3K shares
ETF
ETF
$9.0M
2.20%
+$9.0M
Bought
209.7K shares
Semiconductors
Technology
$7.7M
1.87%
+$317.0K
Bought
0.00%
23.3K shares
ETF
ETF
$6.2M
1.50%
-$148.6K
Sold
10.0K shares
Banks - Diversified
Financial Services
$6.1M
1.48%
-$1.2M
Sold
0.00%
19.3K shares
Banks - Regional
Financial Services
$6.0M
1.47%
-$46.4K
Sold
0.02%
346.9K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in WEST MICHIGAN ADVISORS, LLC's latest filing

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Market Value
$410.0M
Prior: $350.0M
Q/Q Change
+17.14%
+$60.0M
Net Flows % of MV
+2.54%
Turnover Ratio
20.39%
New Purchases
42 stocks
$33.9M
Added To
98 stocks
+$45.8M
Sold Out Of
32 stocks
$18.2M
Reduced Holdings
91 stocks
-$51.0M

Increased Positions

PositionShares Δ
New
New
New
New
5
Insmed logo
Insmed
INSM
New

Decreased Positions

PositionShares Δ
Sold
Sold
3
Vistra logo
Sold
4
Twilio logo
Twilio
TWLO
Sold
Sold

Analytics

Portfolio insights and performance metrics for WEST MICHIGAN ADVISORS, LLC

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Sector Allocation

ETF: 26.70%ETFTechnology: 19.80%TechnologyConsumer Cyclical: 17.10%Consumer CyclicalFinancial Services: 8.10%Healthcare: 6.40%Industrials: 5.30%Communication Services: 4.10%Consumer Defensive: 3.50%Basic Materials: 2.90%Energy: 2.60%Utilities: 1.50%Real Estate: 0.20%
ETF
26.70%
Technology
19.80%
Consumer Cyclical
17.10%
Financial Services
8.10%
Healthcare
6.40%
Industrials
5.30%
Communication Services
4.10%
Consumer Defensive
3.50%
Basic Materials
2.90%
Energy
2.60%
Utilities
1.50%
Real Estate
0.20%

Market Cap Distribution

Mega Cap (> $200B): 26.88%Mega Cap (> $200B)Large Cap ($10B - $200B): 30.14%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 14.46%Mid Cap ($2B - $10B)Small Cap ($300M - $2B): 0.34%Micro Cap ($50M - $300M): 0.03%Nano Cap (< $50M): 0.10%N/A (ETF or Unknown): 28.05%N/A (ETF or Unknown)
Mega Cap (> $200B)
26.88%
Large Cap ($10B - $200B)
30.14%
Mid Cap ($2B - $10B)
14.46%
Small Cap ($300M - $2B)
0.34%
Micro Cap ($50M - $300M)
0.03%
Nano Cap (< $50M)
0.10%
N/A (ETF or Unknown)
28.05%

Portfolio Concentration

Top 10 Holdings %
33.09%
Top 20 Holdings %
43.66%
Top 50 Holdings %
64.13%
Top 100 Holdings %
84.11%

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