Marc Harper

West Family Investments, Inc.

Assets Managed

$285.249M

Holdings

259

Last Quarter

2026 - Q1

Filed Date

1mo 17d ago

Growth Rate

-33.02%(2Q avg: -18.95%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in West Family Investments, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 259 positions.

Assets under management

The assets under management (AUM) of West Family Investments, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 285.249M in assets, with a quarterly growth rate of -33.02% and a 2-quarter average growth rate of -18.95%. The portfolio is managed by Marc Harper, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IAU Ishares Gold Trust Recent Activity Decreased -8.96%	11.95%	$34.067M 384,343 shares@ $88.64 avg price	Decreased -8.96%
SCHP Schwab U.s. Tips Etf Recent Activity Increased 12.68%	5.96%	$16.998M 609,276 shares@ $27.9 avg price	Increased 12.68%
TLT Ishares 20+ Year Treasury Bd Recent Activity Increased 14.48%	5.85%	$16.662M 152,632 shares@ $109.17 avg price	Increased 14.48%
NVDA Nvidia Corp Recent Activity Decreased -39.52%	3.97%	$11.324M 64,933 shares@ $174.4 avg price	Decreased -39.52%
AAPL Apple Inc Recent Activity Decreased -35.59%	3.75%	$10.683M 42,092 shares@ $253.8 avg price	Decreased -35.59%
MBB Ishares Mbs Etf Recent Activity	2.7%	$7.696M 80,697 shares@ $95.38 avg price
MSFT Microsoft Corp Recent Activity Decreased -39.66%	2.49%	$7.077M 19,119 shares@ $370.17 avg price	Decreased -39.66%
GOOGL Alphabet Inc-cl A Recent Activity Decreased -45.16%	2.47%	$7.04M 24,481 shares@ $287.56 avg price	Decreased -45.16%
EQT Eqt Corp Recent Activity Decreased -2.82%	2.31%	$6.587M 103,500 shares@ $63.64 avg price	Decreased -2.82%
EXE Expand Energy Corp Recent Activity	1.93%	$5.489M 50,000 shares@ $109.78 avg price

1-10 of 259