West Financial Advisors LLC Portfolio Analysis: Significant Changes in Q2 2026

West Financial Advisors LLC saw its portfolio reach a total value of $658.46 million as of June 30, 2026.

Purchase Activity

This quarter revealed several notable purchases by West Financial Advisors:

• DIMENSIONAL ETF TRUST (DFAE): The firm significantly increased its position in DFAE, a Dimensional fund, by 14.47%. This substantial allocation change can be explored further at https://www.insiderset.com/stocks/DFAE.
• VANGUARD INDEX FDS (VOO): West Financial Advisors added shares to VOO, increasing its holdings by 4.34%. Details on this Vanguard S&P 500 ETF are available at https://www.insiderset.com/stocks/VOO.
• VANGUARD INDEX FDS (VUG): The firm also boosted its investment in VUG, a Vanguard tech-focused ETF, by an impressive 500.74%. More information can be found at https://www.insiderset.com/stocks/VUG.
• VANGUARD BD INDEX FDS (BND): Although already a top holding, West Financial Advisors increased its BND position by 12.94%. This bond fund's details are here: https://www.insiderset.com/stocks/BND.
• VANGUARD SCOTTSDALE FDS (VCIT): The position in VCIT grew by 6.09%, continuing the investment interest in this fund, available at https://www.insiderset.com/stocks/VCIT.
• DIMENSIONAL ETF TRUST (DFNM): A smaller but still positive increase occurred in DFNM, a Dimensional fund, by 6.8%. Learn more at https://www.insiderset.com/stocks/DFNM.

Sale Activity

Conversely, West Financial Advisors reduced positions in several funds during Q2:

• VANGUARD TAX-MANAGED FDS (VEA): The firm sold off shares of VEA, decreasing its allocation by 3.99%. Details on this Vanguard fund are available at https://www.insiderset.com/stocks/VEA.
• ISHARES TR (TIP): The position in TIP saw a reduction of 5.25%. More information on this inflation-focused fund can be found at https://www.insiderset.com/stocks/TIP.
• SPDR SERIES TRUST (BIL): West Financial Advisors significantly decreased its BIL position by 58.7%. Details on this bond fund are available at https://www.insiderset.com/stocks/BIL.
• VANGUARD INDEX FDS (VO): Despite being a significant purchase, the position in VO also decreased by 287.7% during the quarter. More details on this fund are here: https://www.insiderset.com/stocks/VO.
• VANGUARD MUN BD FDS (VTEB): The position in VTEB increased slightly, but it's worth noting the overall reduction from previous quarters.

The portfolio also showed changes in other areas:

• Several Dimensional funds experienced notable shifts. DFAE saw a large increase (14.47%), while DFLV decreased significantly (-17.56%). Details on these Dimensional funds can be found at DFAE and DFLV.
• The allocation to the 'Unknown' sector remained dominant at 97.38% of the total portfolio value, with no other sectors showing substantial new additions.

West Financial Advisors appears focused on diversifying its holdings across various Vanguard and Dimensional funds while strategically adjusting positions based on market performance or outlook during this period.