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Lonny Elfenbein

West Michigan Advisors, Llc

Assets Managed
$455.193M
Holdings
298
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
4.51%(2Q avg: 4.61%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in West Michigan Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 298 positions.

Assets under management

The assets under management (AUM) of West Michigan Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 455.193M in assets, with a quarterly growth rate of 4.51% and a 2-quarter average growth rate of 4.61%. The portfolio is managed by Lonny Elfenbein, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GNTX
Gentex Corp
Recent Activity
Increased 0.02%
8.61%
$39.176M
1.793M shares@ $21.85 avg price
DIVO
Amplify Cwp Enhanced Dividen
Recent Activity
Decreased -0.01%
3.35%
$15.205M
339,021 shares@ $44.85 avg price
AAPL
Apple Inc
Recent Activity
Increased 10.73%
2.56%
$11.641M
45,869 shares@ $253.8 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 5.74%
2.34%
$10.606M
60,813 shares@ $174.41 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 15.16%
2.31%
$10.486M
28,328 shares@ $370.17 avg price
PJAN
Innovator U.s. Equity Power
Recent Activity
New Position
1.74%
$7.89M
171,045 shares@ $46.14 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 3.81%
1.4%
$6.328M
10,591 shares@ $597.54 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 1.62%
1.28%
$5.818M
18,798 shares@ $309.51 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 0.05%
1.22%
$5.543M
18,844 shares@ $294.16 avg price
MRK
Merck & Co. Inc.
Recent Activity
Increased 390.43%
1.17%
$5.303M
43,790 shares@ $121.11 avg price

1-10 of 298