WEST MICHIGAN ADVISORS, LLC
Sector Allocation
- Other26.6%$121.0M
- Technology20.6%$93.9M
- Industrials15.9%$72.3M
- Financials9.1%$41.5M
- Healthcare8.0%$36.5M
- Energy5.0%$22.7M
- Consumer Discretionary4.5%$20.2M
- Materials3.2%$14.4M
- Communication Services3.1%$14.3M
- Consumer Staples2.7%$12.2M
AUM History
13fpro.ai/research/fund/west-michigan-advisors-llc-1909879
Conviction and streaks
Stable · top 10 = 25.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
GNTX
$39.2M- Amplify$15.2M
AAPL
$11.6MNVDA
$10.6MMSFT
$10.5M- Innovator$7.9M
- Vanguard$6.3M
AVGO
$5.8MJPM
$5.5MMRK
$5.3MAMZN
$5.3M- Alpha$5.0M
HBAN
$5.0M- iShares$5.0M
- $4.7M
QCOM
$4.7MCSCO
$4.7MGOOGL
$4.7MNEM
$4.6MWMT
$4.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/west-michigan-advisors-llc-1909879
WEST MICHIGAN ADVISORS, LLC 13F holdings — Q2 2026
$455.2M portfolio (+0.0% QoQ) · 298 holdings · Q2 2026 13F · top 10 are 26% of the stock portfolio
$39.2M
8.6% of stocks
No changeThis quarter-9.9%Since filed6+ qtrsHeld- 2
Amplify CWP Enhanced DIV Inm ETF - ETF
$15.2M
3.3% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— $11.6M
2.6% of stocks
No changeThis quarter+3.3%Since filed6+ qtrsHeld$10.6M
2.3% of stocks
No changeThis quarter+4.4%Since filed6+ qtrsHeld$10.5M
2.3% of stocks
No changeThis quarter+39.5%Since filed6+ qtrsHeld- 6
Innovator U.S. Equity Power Buffer ETF - January - ETF
$7.9M
1.7% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— - 7
Vanguard S&P 500 ETF - ETF
$6.3M
1.4% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— $5.8M
1.3% of stocks
No changeThis quarter-13.8%Since filed6+ qtrsHeld$5.5M
1.2% of stocks
No changeThis quarter-5.4%Since filed6+ qtrsHeld$5.3M
1.2% of stocks
No changeThis quarter+7.3%Since filed6+ qtrsHeld
All holdings — WEST MICHIGAN ADVISORS, LLC (Q2 2026)
298 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | AMAZON COM INC | Consumer Discretionary | $5.3M | 1.2% | 25K | — | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | Alpha Architect 1-3 Month Box ETF - ETFetf/fund | — | $5.0M | 1.1% | 43K | — | — | — | 13F |
| 13 | HUNTINGTON BANCSHARES INC /MD/ | Financials | $5.0M | 1.1% | 315K | — | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | iShares TR 0-3 MNTH Treasry - ETFetf/fund | — | $5.0M | 1.1% | 49K | — | — | — | 13F |
| 15 | Apple Inc. | Technology | $4.7M | 1.0% | 19K | — | 6+ qtrs | 75.7 | 13F | |
| 16 | QUALCOMM INC/DE | Technology | $4.7M | 1.0% | 37K | — | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | CISCO SYSTEMS, INC. | Technology | $4.7M | 1.0% | 61K | — | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Alphabet Inc. | Technology | $4.7M | 1.0% | 16K | — | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | NEWMONT Corp /DE/ | Materials | $4.6M | 1.0% | 43K | — | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Walmart Inc. | Consumer Staples | $4.6M | 1.0% | 37K | — | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | EOG RESOURCES INC | Energy | $4.4M | 1.0% | 31K | — | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | AMERICAN EXPRESS CO | Financials | $4.3M | 0.9% | 14K | — | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | COMCAST CORP | Communication Services | $4.2M | 0.9% | 147K | — | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | GILEAD SCIENCES, INC. | Healthcare | $4.2M | 0.9% | 30K | — | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | BRISTOL MYERS SQUIBB CO | Healthcare | $4.0M | 0.9% | 67K | — | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $3.9M | 0.9% | 59K | — | |||
| 27 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $3.9M | 0.9% | 15K | — | |||
| 28 | $ETN | Eaton Corp plc | Industrials | $3.9M | 0.9% | 11K | — | |||
| 29 | $HAS | HASBRO, INC. | Consumer Discretionary | $3.9M | 0.8% | 41K | — | |||
| 30 | $ALLE | Allegion plc | Industrials | $3.8M | 0.8% | 26K | — | |||
| 31 | $GLD | SPDR GOLD TRUST | Financials | $3.8M | 0.8% | 8,872 | — | |||
| 32 | $MPC | Marathon Petroleum Corp | Energy | $3.8M | 0.8% | 16K | — | |||
| 33 | $CAT | CATERPILLAR INC | Industrials | $3.8M | 0.8% | 5,308 | — | |||
| 34 | $ABBV | AbbVie Inc. | Healthcare | $3.7M | 0.8% | 17K | — | |||
| 35 | $LDOS | Leidos Holdings, Inc. | Technology | $3.6M | 0.8% | 23K | — | |||
| 36 | $FTI | TechnipFMC plc | Energy | $3.6M | 0.8% | 52K | — | |||
| 37 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $3.5M | 0.8% | 6,007 | — | |||
| 38 | $FIVE | FIVE BELOW, INC | Consumer Discretionary | $3.4M | 0.7% | 15K | — | |||
| 39 | — | Capital Group Global GRWT Eqy ETF - ETF | — | $3.4M | 0.7% | 101K | — | |||
| 40 | $IONS | IONIS PHARMACEUTICALS INC | Healthcare | $3.4M | 0.7% | 45K | — | |||
| 41 | — | Neos Nasdaq 100 High Income ETF - ETF | — | $3.3M | 0.7% | 66K | — | |||
| 42 | $FTAI | FTAI Aviation Ltd. | Industrials | $3.2M | 0.7% | 13K | — | |||
| 43 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $3.2M | 0.7% | 64K | — | |||
| 44 | $CRM | Salesforce, Inc. | Technology | $3.1M | 0.7% | 17K | — | |||
| 45 | $ADI | ANALOG DEVICES INC | Technology | $3.1M | 0.7% | 9,635 | — | |||
| 46 | $INTC | INTEL CORP | Technology | $2.8M | 0.6% | 63K | — | |||
| 47 | $NEE | NEXTERA ENERGY INC | Utilities | $2.8M | 0.6% | 30K | — | |||
| 48 | — | Pacer FDS Trust Metaurus US Large Cap - ETF | — | $2.7M | 0.6% | 67K | — | |||
| 49 | $META | Meta Platforms, Inc. | Technology | $2.6M | 0.6% | 4,628 | — | |||
| 50 | $WFRD | Weatherford International plc | Energy | $2.6M | 0.6% | 28K | — | |||
| 51 | $ELAN | Elanco Animal Health Inc | Healthcare | $2.6M | 0.6% | 110K | — | |||
| 52 | $TIGO | MILLICOM INTERNATIONAL CELLULAR SA | Communication Services | $2.6M | 0.6% | 35K | — | |||
| 53 | — | iShares MSCI EAFE ETF - ETF | — | $2.6M | 0.6% | 26K | — | |||
| 54 | $CB | Chubb Ltd | Financials | $2.6M | 0.6% | 7,819 | — | |||
| 55 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.5M | 0.5% | 5,174 | — | |||
| 56 | $JNJ | JOHNSON & JOHNSON | Healthcare | $2.5M | 0.5% | 10K | — | |||
| 57 | $JCI | Johnson Controls International plc | Industrials | $2.4M | 0.5% | 19K | — | |||
| 58 | — | iShares Russell 1000 Growth ETF - ETF | — | $2.4M | 0.5% | 5,634 | — | |||
| 59 | $MSI | Motorola Solutions, Inc. | Technology | $2.3M | 0.5% | 5,387 | — | |||
| 60 | — | JPMorgan Core Plus Bond ETF - ETF | — | $2.3M | 0.5% | 49K | — | |||
| 61 | — | JPMorgan Ultra-Short Income ETF - ETF | — | $2.3M | 0.5% | 45K | — | |||
| 62 | $CME | CME GROUP INC. | Financials | $2.3M | 0.5% | 7,695 | — | |||
| 63 | — | Neos S&P 500 High Income ETF - ETF | — | $2.2M | 0.5% | 45K | — | |||
| 64 | $LLY | ELI LILLY & Co | Healthcare | $2.1M | 0.5% | 2,274 | — | |||
| 65 | — | iShares Core US Aggregate Bond ETF - ETF | — | $2.1M | 0.5% | 21K | — | |||
| 66 | $IVZ | Invesco Ltd. | Financials | $2.0M | 0.5% | 27K | — | |||
| 67 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $2.0M | 0.4% | 6,142 | — | |||
| 68 | $UNP | UNION PACIFIC CORP | Industrials | $1.9M | 0.4% | 8,006 | — | |||
| 69 | $SYK | STRYKER CORP | Healthcare | $1.9M | 0.4% | 5,631 | — | |||
| 70 | — | JPMorgan Equity Premium Income ETF - ETF | — | $1.8M | 0.4% | 33K | — | |||
| 71 | — | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - ETF | — | $1.8M | 0.4% | 18K | — | |||
| 72 | $DVN | DEVON ENERGY CORP/DE | Energy | $1.8M | 0.4% | 36K | — | |||
| 73 | — | iShares TR MSCI Intl Moment - ETF | — | $1.7M | 0.4% | 35K | — | |||
| 74 | $NFLX | NETFLIX INC | Communication Services | $1.7M | 0.4% | 18K | — | |||
| 75 | — | Schwab US Dividend Equity ETF - ETF | — | $1.7M | 0.4% | 54K | — | |||
| 76 | $APD | Air Products & Chemicals, Inc. | Materials | $1.7M | 0.4% | 5,687 | — | |||
| 77 | — | JP Morgan ETF Trust MKT Expansion Enhanced - ETF | — | $1.6M | 0.3% | 23K | — | |||
| 78 | — | J P Morgan Nasdaq EQT PRM Inc ETF IV - ETF | — | $1.5M | 0.3% | 27K | — | |||
| 79 | — | iShares Russell 1000 Value ETF - ETF | — | $1.5M | 0.3% | 6,889 | — | |||
| 80 | $CVX | CHEVRON CORP | Energy | $1.4M | 0.3% | 6,932 | — | |||
| 81 | $GOOG | Alphabet Inc. | Technology | $1.4M | 0.3% | 4,939 | — | |||
| 82 | $FSSL | FS Specialty Lending Fund | Other | $1.4M | 0.3% | 111K | — | |||
| 83 | — | Vanguard Total Stock Market ETF - ETF | — | $1.3M | 0.3% | 4,168 | — | |||
| 84 | — | iShares TR 20 YR TR BD ETF - ETF | — | $1.3M | 0.3% | 15K | — | |||
| 85 | — | J P Morgan Exchange-Traded International Resh Enhanced - ETF | — | $1.3M | 0.3% | 17K | — | |||
| 86 | — | Hartford MLTFCTR DVLPD MRKTS ETF - ETF | — | $1.3M | 0.3% | 33K | — | |||
| 87 | — | First Trust Growth Strength ETF IV - ETF | — | $1.3M | 0.3% | 37K | — | |||
| 88 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.3M | 0.3% | 8,717 | — | |||
| 89 | — | Amplify Intrntnl Enhnc Divi Incm ETF - ETF | — | $1.3M | 0.3% | 31K | — | |||
| 90 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.2M | 0.3% | 3,649 | — | |||
| 91 | — | Avantis US Small Cap Value ETF - ETF | — | $1.2M | 0.3% | 11K | — | |||
| 92 | $COHR | COHERENT CORP. | Technology | $1.2M | 0.3% | 5,211 | — | |||
| 93 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.2M | 0.3% | 3,919 | — | |||
| 94 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.2M | 0.3% | 1,778 | — | |||
| 95 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.2M | 0.3% | 7,245 | — | |||
| 96 | — | JPMorgan Income ETF - ETF | — | $1.1M | 0.3% | 25K | — | |||
| 97 | $KO | COCA COLA CO | Consumer Staples | $1.1M | 0.3% | 15K | — | |||
| 98 | $IVZ | Invesco Ltd. | Financials | $1.1M | 0.2% | 64K | — | |||
| 99 | $BBY | BEST BUY CO INC | Consumer Discretionary | $1.1M | 0.2% | 17K | — | |||
| 100 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.1M | 0.2% | 2,958 | — | |||
| 101 | — | First Trust TCW Opportunistic Fi ETF - ETF | — | $1.1M | 0.2% | 25K | — | |||
| 102 | $LRCX | LAM RESEARCH CORP | Technology | $1.1M | 0.2% | 5,058 | — | |||
| 103 | $TFIN | Triumph Financial, Inc. | Financials | $1.1M | 0.2% | 18K | — | |||
| 104 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.0M | 0.2% | 4,315 | — | |||
| 105 | $RTX | RTX Corp | Industrials | $1.0M | 0.2% | 5,378 | — | |||
| 106 | $RJF | RAYMOND JAMES FINANCIAL INC | Financials | $1.0M | 0.2% | 7,140 | — | |||
| 107 | $RCL | ROYAL CARIBBEAN CRUISES LTD | Industrials | $1.0M | 0.2% | 3,744 | — | |||
| 108 | — | iShares US Real Estate ETF - ETF | — | $1.0M | 0.2% | 11K | — | |||
| 109 | $V | VISA INC. | Financials | $1.0M | 0.2% | 3,355 | — | |||
| 110 | — | North SQR Rcim Tax Adv Pre In ETF - ETF | — | $1.0M | 0.2% | 40K | — | |||
| 111 | $GLW | CORNING INC /NY | Materials | $1.0M | 0.2% | 7,375 | — | |||
| 112 | $CIEN | CIENA CORP | Technology | $986K | 0.2% | 2,540 | — | |||
| 113 | — | First Trust Capital Strength ETF - ETF | — | $960K | 0.2% | 10K | — | |||
| 114 | $GS | GOLDMAN SACHS GROUP INC | Financials | $933K | 0.2% | 1,103 | — | |||
| 115 | — | SPDR Bloomberg 1 3 MNTH T BLL ETF - ETF | — | $920K | 0.2% | 10K | — | |||
| 116 | — | iShares 1-3 Year Treasry Bond ETF - ETF | — | $908K | 0.2% | 11K | — | |||
| 117 | $DUK | Duke Energy CORP | Utilities | $908K | 0.2% | 6,934 | — | |||
| 118 | $IVZ | Invesco Ltd. | Financials | $895K | 0.2% | 12K | — | |||
| 119 | — | iShares TR Core MSCI EAFE - ETF | — | $893K | 0.2% | 9,861 | — | |||
| 120 | $ABT | ABBOTT LABORATORIES | Healthcare | $887K | 0.2% | 8,643 | — | |||
| 121 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $876K | 0.2% | 11K | — | |||
| 122 | $ALB | ALBEMARLE CORP | Materials | $867K | 0.2% | 4,818 | — | |||
| 123 | $AA | Alcoa Corp | Materials | $864K | 0.2% | 3,750 | — | |||
| 124 | — | The Wisdomtree Trust Voya Yield Enhanced Usd - ETF | — | $860K | 0.2% | 18K | — | |||
| 125 | $VRT | Vertiv Holdings Co | Technology | $845K | 0.2% | 3,373 | — | |||
| 126 | $WDC | WESTERN DIGITAL CORP | Technology | $843K | 0.2% | 3,117 | — | |||
| 127 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $834K | 0.2% | 3,082 | — | |||
| 128 | $GE | GENERAL ELECTRIC CO | Industrials | $834K | 0.2% | 2,933 | — | |||
| 129 | $ASTS | AST SpaceMobile, Inc. | Communication Services | $819K | 0.2% | 9,888 | — | |||
| 130 | $SNDK | Sandisk Corp | Technology | $818K | 0.2% | 1,287 | — | |||
| 131 | $ECG | Everus Construction Group, Inc. | Industrials | $816K | 0.2% | 6,913 | — | |||
| 132 | $MRNA | Moderna, Inc. | Healthcare | $800K | 0.2% | 16K | — | |||
| 133 | $RVMD | Revolution Medicines, Inc. | Healthcare | $799K | 0.2% | 8,218 | — | |||
| 134 | $LITE | Lumentum Holdings Inc. | Technology | $796K | 0.2% | 1,133 | — | |||
| 135 | $ROIV | Roivant Sciences Ltd. | Healthcare | $792K | 0.2% | 29K | — | |||
| 136 | $TER | TERADYNE, INC | Technology | $791K | 0.2% | 2,669 | — | |||
| 137 | — | iShares TR Core S&P500 ETF - ETF | — | $777K | 0.2% | 1,189 | — | |||
| 138 | $MKSI | MKS INC | Technology | $776K | 0.2% | 3,376 | — | |||
| 139 | $IVZ | Invesco Ltd. | Financials | $759K | 0.2% | 3,194 | — | |||
| 140 | — | iShares TR 3 7 YR Treas BD - ETF | — | $755K | 0.2% | 6,362 | — | |||
| 141 | — | iShares MSCI USA Min Vol FCTR ETF - ETF | — | $739K | 0.2% | 7,965 | — | |||
| 142 | $SLV | iShares Silver Trust | Financials | $737K | 0.2% | 11K | — | |||
| 143 | $WBD | Warner Bros. Discovery, Inc. | Communication Services | $737K | 0.2% | 27K | — | |||
| 144 | $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | Industrials | $731K | 0.2% | 10K | — | |||
| 145 | $ATI | ATI INC | Materials | $731K | 0.2% | 5,023 | — | |||
| 146 | — | Vanguard FTSE Developed Markets ETF - ETF | — | $727K | 0.2% | 11K | — | |||
| 147 | $AU | AngloGold Ashanti PLC | Materials | $725K | 0.2% | 7,445 | — | |||
| 148 | $PANW | Palo Alto Networks Inc | Technology | $724K | 0.2% | 4,514 | — | |||
| 149 | $SCCO | SOUTHERN COPPER CORP/ | Materials | $719K | 0.2% | 4,178 | — | |||
| 150 | $IBIT | iShares Bitcoin Trust ETF | Financials | $718K | 0.2% | 19K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 0 new, 0 added to, 0 trimmed, 0 sold out. Share-count changes; largest moves by dollar size first.
New positions (0)
No new positions this quarter.
Added to (0)
No positions added to this quarter.
Trimmed (0)
No positions trimmed this quarter.
Sold out (0)
No positions sold out this quarter.
Holdings by quarter
Every 13F WEST MICHIGAN ADVISORS, LLC has filed, 18 earlier quarters. Pick one to see what it held then.
Is it too late to follow WEST MICHIGAN ADVISORS?
Q2 2026 13F filed with the SEC on Jul 24, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of WEST MICHIGAN ADVISORS's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+0.2%
Value-weighted move of the 10 largest stock positions
Turnover
0%
Last quarter; 44% over the last 4
Top 10 weight
26%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
85%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
WEST MICHIGAN ADVISORS, LLC disclosed 298 positions worth $455.2M in its Form 13F-HR for Q2 2026, led by $GNTX (GENTEX CORP) at 8.6% of the equity portfolio. The portfolio is most concentrated in Other (26.6% of disclosed assets). All figures are sourced directly from WEST MICHIGAN ADVISORS, LLC’s Form 13F-HR filing with the SEC under CIK 1909879.
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AI-Powered Hedge Fund Analysis: WEST MICHIGAN ADVISORS, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For WEST MICHIGAN ADVISORS, LLC (SEC CIK: 1909879), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in WEST MICHIGAN ADVISORS, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.