Holdings
West Financial Advisors, LLC
As of Jun 30, 2026, West Financial Advisors, LLC reported 140 positions worth US$17.4M. Largest: Apple Inc, Caseys General Stores, Inc. and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 16,662 | US$4.82M | +900 | Jun 30, 2026 |
| Caseys General Stores, Inc. | 2,136 | US$1.7M | −41 | Jun 30, 2026 |
| Microsoft Corp. | 2,681 | US$1000K | −100 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 1,860 | US$930K | −18 | Jun 30, 2026 |
| Charles Schwab Corporation (the) | 9,000 | US$830K | no change | Jun 30, 2026 |
| Alliant Energy Corporation | 10,768 | US$821K | no change | Jun 30, 2026 |
| Tesla, Inc. | 1,333 | US$561K | no change | Jun 30, 2026 |
| Tyler Technologies, Inc. | 1,680 | US$491K | +231 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 1,118 | US$400K | +95 | Jun 30, 2026 |
| Globe Life Inc. | 2,000 | US$357K | no change | Jun 30, 2026 |