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Austin Harris

West Financial Advisors, Llc

Assets Managed
$658.507M
Holdings
224
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
11.78%(2Q avg: 5.59%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in West Financial Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 224 positions.

Assets under management

The assets under management (AUM) of West Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 658.507M in assets, with a quarterly growth rate of 11.78% and a 2-quarter average growth rate of 5.59%. The portfolio is managed by Austin Harris, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 4.35%
13.24%
$87.152M
126,894 shares@ $686.81 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -3.98%
11.11%
$73.134M
1.026M shares@ $71.25 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.49%
11.05%
$72.733M
97,397 shares@ $746.78 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 12.94%
9.06%
$59.639M
812,403 shares@ $73.42 avg price
VTEB
Vanguard Tax-exempt Bond Etf
Recent Activity
Increased 1.44%
8.54%
$56.174M
1.111M shares@ $50.59 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Increased 14.48%
6.03%
$39.686M
986,974 shares@ $40.22 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 2.98%
4.5%
$29.63M
384,262 shares@ $77.12 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 1.44%
4.26%
$28.014M
290,065 shares@ $96.59 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 6.1%
3.44%
$22.622M
273,712 shares@ $82.65 avg price
TIP
Ishares Tips Bond Etf
Recent Activity
Increased 5.26%
3.18%
$20.933M
191,290 shares@ $109.44 avg price

1-10 of 224