13F filer

West Financial Advisors

As of Sep 30, 2026 Filed Oct 22, 2026 CIK 1843684 SEC filings ↗

13F Value

$665.0M

Positions

275

Top Position

VOO13.4%

Top 5

49.8%

Latest filing changes

vs Jun 30, 2026

1 DFNM Dimensional National Municipal Bond ETF +75.0%+$7.4M

2 VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares +114.4%+$7.1M

3 BIL State Street(R) SPDR(R) Bloomberg 1-3 Month T-Bill ETF +202.0%+$6.0M

4 DFAE Dimensional Emerging Core Equity Market ETF +6.0%+$2.3M

5 VBR Vanguard Morningstar Small-Cap Value Index Fund — ETF Shares +199.5%+$1.1M

Holdings275

#
1	VOO Vanguard 500 Index Fund — ETF Shares	13.4%	$89.1M	+0.2%	127.2K	13.2%	ETF
2	SPY State Str SPDR S&P 500 ETF T — Tr Unit	10.9%	$72.5M	-2.4%	95.0K	11.0%	ETF
3	VEA Vanguard Developed Markets Index Fund — ETF Shares	10.7%	$71.5M	-1.4%	1.01M	11.1%	ETF
4	BND Vanguard Total Bond Market Index Fund — ETF Shares	7.9%	$52.3M	-8.3%	744.8K	9.1%	ETF
5	VTEB Vanguard Tax-Exempt Bond Index Fund — ETF Shares	6.9%	$45.6M	-13.3%	963.2K	8.5%	ETF
6	DFAE Dimensional Emerging Core Equity Market ETF	6.2%	$41.1M	+6.0%	1.05M	6.0%	ETF
7	IEFA iShares Core MSCI EAFE ETF	4.3%	$28.4M	+1.1%	293.3K	4.3%	ETF
8	IJH iShares Core S&P Mid-Cap ETF	4.1%	$27.5M	-0.7%	381.6K	4.5%	ETF
9	VCSH Vanguard Short-Term Corporate Bond Index Fund — ETF Shares	3.6%	$24.3M	NEW	314.0K	—	ETF
10	VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares	3.6%	$24.0M	NEW	488.4K	—	ETF
11	DFLV Dimensional US Large Cap Value ETF	2.8%	$18.6M	-2.0%	462.1K	2.8%	ETF
12	DFAS Dimensional U.S. Small Cap ETF	2.7%	$18.1M	+4.4%	234.3K	2.8%	ETF
13	DFNM Dimensional National Municipal Bond ETF	2.6%	$17.4M	+75.0%	377.4K	1.6%	ETF
14	VNQ Vanguard Real Estate Index Fund — ETF Shares	2.4%	$16.0M	+2.3%	178.6K	2.6%	ETF
15	VXF Vanguard Extended Market Index Fund — ETF Shares	2.2%	$14.7M	-0.4%	63.4K	2.4%	ETF
16	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	2.0%	$13.2M	+114.4%	35.4K	0.9%	ETF
17	BIL State Street(R) SPDR(R) Bloomberg 1-3 Month T-Bill ETF	1.4%	$9.0M	+202.0%	98.5K	0.5%	ETF
18	VIG Vanguard Dividend Appreciation Index Fund — ETF Shares	1.2%	$7.7M	-3.9%	33.2K	1.2%	ETF
19	QQQ Invesco QQQ Trust, Series 1	1.0%	$6.4M	-6.1%	8.6K	1.0%	ETF
20	AAPL Apple	0.8%	$5.6M	+0.1%	16.7K	0.7%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing36

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.