You're signed outSign in or to get full access.
West Financial Advisors, LLC
West Financial Advisors, LLC is a Des Moines, Iowa-based wealth management and investment adviser firm founded in 2017. The firm serves discerning individuals, couples, business owners, executives, new parents, active retirees, and empty nesters primarily in Iowa and nationally. It delivers fee-only financial planning, investment management, and tax planning. With a lean structure (1 employee), it provides highly personalized guidance, supporting clients during significant life transitions and complex financial scenarios.
Investment Strategy
West Financial Advisors, LLC follows a fee-only, fiduciary-driven investment approach centered on helping clients grow and protect their wealth. They design customized portfolios with a focus on tax efficiency, long-term sustainability, and evidence-based strategies that align with each client’s personal and financial goals. The firm provides comprehensive, holistic advice incorporating investment management, tax planning, and financial decision-making, especially during life transitions, retirement planning, and executive compensation guidance. Their approach emphasizes collaboration, education, and long-term client relationships.
Latest 13F Filing Activity
West Financial Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 192 equity positions with a total 13F market value of $605M. The fund increased holdings in Vanguard Index FDS, Ishares TR, Vanguard Index FDS among other positions. West Financial Advisors, LLC reduced exposure to Dimensional Etf Trust, PIMCO Etf TR, Select Sector SPDR TR among others.
Top Holdings
Equity Positions (192)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 16.30% | $98.6M | 161,020 | $530.35 | $612.38 | +$18.7M |
S SPY | SPDR S&P 500 ETF TR | 11.51% | $69.7M | 104,554 | $399.54 | $666.18 | +$4.1M |
V VEA | VANGUARD TAX-MANAGED FDS | 11.14% | $67.4M | 1,125,129 | $47.64 | $59.92 | +$3.0M |
B BND | VANGUARD BD INDEX FDS | 9.93% | $60.0M | 807,414 | $79.50 | $74.37 | -$888.0K |
V VTEB | VANGUARD MUN BD FDS | 9.40% | $56.9M | 1,135,745 | $49.55 | $50.07 | +$1.1M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more