West Michigan Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 21, 2026, West Michigan Advisors, Llc disclosed 268 stock positions valued at approximately $526.14M as of quarter-end June 30, 2026. The largest holdings include Gentex Corp, Defender Risk Adaptive 500 ETF, and Nvidia Corp.
- Report Period
- June 30, 2026
- No. of Stocks
- 268
- Portfolio Value
- $526.14M
Holdings by Sector
West Michigan Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Gentex Corp | GNTX | Consumer Cyclical | 8.68% | 1,807,608 | +14,673 | +0.82% | $45,678,260 |
| Defender Risk Adaptive 500 ETF | SPDF | Other | 2.71% | 519,876 | +519,876 | +100.00% | $14,259,535 |
| Nvidia Corp | NVDA | Technology | 2.36% | 62,075 | +1,262 | +2.08% | $12,420,518 |
| Microsoft | MSFT | Technology | 1.91% | 26,883 | -1,445 | -5.10% | $10,027,763 |
| Alpha Architect 1-3 Month Box ETF | BOXX | Other | 1.47% | 65,868 | +22,762 | +52.80% | $7,712,484 |
| Vanguard S&P 500 ETF | VOO | Other | 1.37% | 10,509 | -82 | -0.77% | $7,217,368 |
| iShares TR 0-3 MNTH Treasry | SGOV | Other | 1.35% | 70,665 | +21,486 | +43.69% | $7,113,829 |
| Intel | INTC | Technology | 1.29% | 48,685 | -14,419 | -22.85% | $6,797,887 |
| Broadcom Inc | AVGO | Technology | 1.27% | 17,706 | -1,092 | -5.81% | $6,688,396 |
| Invesco QQQ | QQQ | Other | 1.23% | 8,796 | +2,789 | +46.43% | $6,481,710 |
| JPMorgan Chase | JPM | Financial Services | 1.19% | 19,178 | +334 | +1.77% | $6,277,640 |
| Merck & Co. Inc. | MRK | Healthcare | 1.09% | 44,438 | +648 | +1.48% | $5,748,422 |
| Sandisk Corporation | SNDK | Other | 1.06% | 2,462 | +1,175 | +91.30% | $5,597,923 |
| Micron Technology Incorporated | MU | Technology | 1.06% | 4,825 | +2,737 | +131.08% | $5,569,449 |
| Coherent Corporation | COHR | Technology | 1.01% | 13,477 | +8,266 | +158.63% | $5,316,272 |
| Western Digital Corporation. | WDC | Technology | 1.00% | 8,277 | +5,160 | +165.54% | $5,286,877 |
| Revolution Medicines Inc | RVMD | Healthcare | 0.97% | 27,348 | +19,130 | +232.78% | $5,121,733 |
| Illinois Tool Works | ITW | Industrials | 0.96% | 18,636 | +3,611 | +24.03% | $5,070,459 |
| Huntington Bancshs | HBAN | Financial Services | 0.95% | 279,653 | -35,029 | -11.13% | $5,003,896 |
| Gilead Sciences Incorporated | GILD | Healthcare | 0.95% | 39,458 | +9,662 | +32.43% | $4,985,159 |
| Comcast Corp Class A | CMCSA | Communication Services | 0.95% | 202,825 | +55,505 | +37.68% | $4,979,362 |
| Qualcomm Incorporated | QCOM | Technology | 0.95% | 26,922 | -9,600 | -26.29% | $4,974,954 |
| Allegion PLC Ord SHS | ALLE | Industrials | 0.94% | 35,150 | +8,722 | +33.00% | $4,938,247 |
| Altria Group Incorporated | MO | Consumer Defensive | 0.91% | 65,314 | +6,428 | +10.92% | $4,768,832 |
| Bristol-Myers Squibb Company | BMY | Healthcare | 0.90% | 82,237 | +15,575 | +23.36% | $4,738,480 |
| Eog Res Incorporated | EOG | Energy | 0.89% | 36,089 | +5,405 | +17.62% | $4,681,845 |
| Newmont Corp | NEM | Basic Materials | 0.86% | 48,690 | +6,003 | +14.06% | $4,547,673 |
| Hasbro Incorporated | HAS | Consumer Cyclical | 0.86% | 54,474 | +13,203 | +31.99% | $4,499,027 |
| Eaton Corp PLC F | ETN | Other | 0.85% | 10,521 | -385 | -3.53% | $4,482,997 |
| Capital Group Global GRWT Eqy ETF | CGGO | Other | 0.83% | 103,584 | +2,465 | +2.44% | $4,384,716 |
Showing 30 of 268 holdings in the latest reporting period.