WEST MICHIGAN ADVISORS, LLC

CIK 1909879 · View on SEC EDGAR ↗

Portfolio value
$455.2M
#4,026 of 9,443 by 13F value · top 42.6%
Positions
298
As of
June 30, 2026

Portfolio value QoQ: +0.0% 13F does not disclose cash

Top 10 holdings weight
25.92%
Top 25 holdings weight
41.15%
Positions above 1%
20
Effective number of positions
65.7

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.0% Est. buys $0 · sells $0

Median holding: 5.0 quarters Tracked Q4 2024–Q2 2026 · 72.2% still held

New positions
0
Increased
0
Decreased
0
Closed
35
On this page

Sector breakdown

Technology
14.1%
Consumer Discretionary
10.4%
Industrials
8.9%
Healthcare
8.0%
Energy
4.9%
Retail
3.9%
Financials
3.5%
Communication Services
3.4%
Financial Services
2.7%
Materials
2.5%
Communications
1.9%
Telecommunication
1.7%
Consumer Staples
1.3%
Utilities
0.9%
Consumer products
0.3%
Real Estate
0.3%
Logistics & Transportation
0.0%
Other/Unmapped
31.1%

Full portfolio 298 positions

Type Streak 8Q trend
GNTX Gentex Corporation - Common Stock $39,175,623 8.61% 1,792,935 $0
DIVO $15,205,073 3.34% 339,021 $0
AAPL Apple Inc. - Common Stock $11,641,215 2.56% 45,869 $0
NVDA NVIDIA Corporation - Common Stock $10,606,393 2.33% 60,813 $0
MSFT Microsoft Corporation - Common Stock $10,486,096 2.30% 28,328 $0
PJAN $7,890,306 1.73% 171,045 $0
VOO $6,328,493 1.39% 10,591 $0
AVGO Broadcom Inc. - Common Stock $5,818,042 1.28% 18,798 $0
JPM JP Morgan Chase & Co. Common Stock $5,543,070 1.22% 18,844 $0
MRK Merck & Company, Inc. Common Stock (new) $5,303,330 1.17% 43,790 $0
AMZN Amazon.com, Inc. - Common Stock $5,263,399 1.16% 25,272 $0
BOXX $5,012,797 1.10% 43,106 $0
HBAN Huntington Bancshares Incorporated - Common Stock $4,974,150 1.09% 314,682 $0
SGOV iShares 0-3 Month Treasury Bond ETF $4,950,395 1.09% 49,179 $0
Unknown issuer (CUSIP: 378331003) $4,720,494 1.04% 18,600 $0
QCOM QUALCOMM Incorporated - Common Stock $4,703,357 1.03% 36,522 $0
CSCO Cisco Systems, Inc. - Common Stock $4,695,317 1.03% 60,514 $0
GOOGL Alphabet Inc. - Class A Common Stock $4,671,039 1.03% 16,244 $0
NEM Newmont Corporation $4,620,881 1.02% 42,687 $0
WMT Walmart Inc. - Common Stock $4,553,168 1.00% 36,564 $0
EOG EOG Resources, Inc. Common Stock $4,435,943 0.97% 30,684 $0
AXP American Express Company Common Stock $4,272,809 0.94% 14,126 $0
CMCSA Comcast Corporation - Class A Common Stock $4,229,560 0.93% 147,320 $0
GILD Gilead Sciences, Inc. - Common Stock $4,152,683 0.91% 29,796 $0
BMY Bristol-Myers Squibb Company Common Stock $4,043,050 0.89% 66,662 $0
MO Altria Group, Inc. $3,948,118 0.87% 58,886 $0
ITW Illinois Tool Works Inc. Common Stock $3,935,109 0.86% 15,025 $0
ETN Eaton Corporation, PLC Ordinary Shares $3,900,891 0.86% 10,906 $0
HAS Hasbro, Inc. - Common Stock $3,862,966 0.85% 41,271 $0
ALLE Allegion plc Ordinary Shares $3,839,684 0.84% 26,428 $0
GLD $3,817,533 0.84% 8,872 $0
MPC Marathon Petroleum Corporation Common Stock $3,813,476 0.84% 15,617 $0
CAT Caterpillar, Inc. Common Stock $3,760,552 0.83% 5,308 $0
ABBV AbbVie Inc. Common Stock $3,704,312 0.81% 17,032 $0
LDOS Leidos Holdings, Inc. Common Stock $3,630,738 0.80% 23,346 $0
FTI TechnipFMC plc Ordinary Share $3,620,039 0.80% 52,328 $0
QQQ Invesco QQQ Trust, Series 1 $3,467,014 0.76% 6,007 $0
FIVE Five Below, Inc. - Common Stock $3,383,789 0.74% 14,810 $0
CGGO $3,374,346 0.74% 101,119 $0
IONS Ionis Pharmaceuticals, Inc. - Common Stock $3,350,065 0.74% 44,614 $0
QQQI NEOS Nasdaq 100 High Income ETF $3,299,573 0.72% 66,403 $0
FTAI FTAI Aviation Ltd. - Common Stock $3,211,741 0.71% 13,109 $0
VZ Verizon Communications Inc. Common Stock $3,209,977 0.71% 63,944 $0
CRM Salesforce, Inc. Common Stock $3,085,056 0.68% 16,527 $0
ADI Analog Devices, Inc. - Common Stock $3,065,382 0.67% 9,635 $0
INTC Intel Corporation - Common Stock $2,784,780 0.61% 63,104 $0
NEE NextEra Energy, Inc. Common Stock $2,759,310 0.61% 29,708 $0
QDPL $2,721,549 0.60% 67,472 $0
META Meta Platforms, Inc. - Class A Common Stock $2,647,817 0.58% 4,628 $0
WFRD Weatherford International plc - Ordinary shares $2,646,065 0.58% 27,977 $0
ELAN Elanco Animal Health Incorporated Common Stock $2,629,979 0.58% 109,903 $0
TIGO Millicom International Cellular S.A. - Common Stock $2,628,745 0.58% 35,078 $0
EFA $2,568,550 0.56% 26,444 $0
CB Chubb Limited Common Stock $2,556,107 0.56% 7,819 $0
BRKB $2,479,381 0.54% 5,174 $0
JNJ Johnson & Johnson Common Stock $2,474,861 0.54% 10,125 $0
JCI Johnson Controls International plc Ordinary Share $2,433,360 0.53% 18,526 $0
IWF $2,402,457 0.53% 5,634 $0
MSI Motorola Solutions, Inc. Common Stock $2,344,433 0.52% 5,387 $0
JCPB $2,307,347 0.51% 49,009 $0
JPST $2,278,605 0.50% 45,023 $0
CME CME Group Inc. - Class A Common Stock $2,272,735 0.50% 7,695 $0
SPYI $2,242,554 0.49% 45,423 $0
LLY Eli Lilly and Company Common Stock $2,091,557 0.46% 2,274 $0
AGG $2,087,397 0.46% 21,027 $0
SPHQ $2,034,192 0.45% 27,054 $0
HD Home Depot, Inc. (The) Common Stock $2,020,090 0.44% 6,142 $0
UNP Union Pacific Corporation Common Stock $1,942,376 0.43% 8,006 $0
SYK Stryker Corporation Common Stock $1,855,138 0.41% 5,631 $0
JEPI $1,844,696 0.41% 32,546 $0
MINT $1,829,312 0.40% 18,189 $0
DVN Devon Energy Corporation Common Stock $1,813,418 0.40% 36,038 $0
IMTM $1,701,349 0.37% 35,430 $0
NFLX Netflix, Inc. - Common Stock $1,693,586 0.37% 17,614 $0
SCHD $1,671,891 0.37% 54,494 $0
APD Air Products and Chemicals, Inc. Common Stock $1,652,038 0.36% 5,687 $0
JMEE $1,557,546 0.34% 23,327 $0
JEPQ JPMorgan Nasdaq Equity Premium Income ETF $1,483,641 0.33% 26,723 $0
IWD $1,471,879 0.32% 6,889 $0
CVX Chevron Corporation Common Stock $1,434,233 0.32% 6,932 $0
GOOG Alphabet Inc. - Class C Capital Stock $1,416,802 0.31% 4,939 $0
FSSL FS Specialty Lending Fund Common Shares of Beneficial Interest $1,394,641 0.31% 111,482 $0
VTI $1,337,233 0.29% 4,168 $0
TLT iShares 20+ Year Treasury Bond ETF $1,327,917 0.29% 15,318 $0
JIRE $1,306,124 0.29% 17,245 $0
RODM $1,287,181 0.28% 32,653 $0
FTGS First Trust Growth Strength ETF $1,259,764 0.28% 37,002 $0
PG Procter & Gamble Company (The) Common Stock $1,259,101 0.28% 8,717 $0
IDVO $1,250,604 0.27% 30,902 $0
AMAT Applied Materials, Inc. - Common Stock $1,247,192 0.27% 3,649 $0
AVUV $1,243,008 0.27% 11,252 $0
COHR Coherent Corp. Common Stock $1,241,312 0.27% 5,211 $0
MCD McDonald's Corporation Common Stock $1,217,866 0.27% 3,919 $0
SPY SPY $1,159,728 0.25% 1,778 $0
TJX TJX Companies, Inc. (The) Common Stock $1,157,027 0.25% 7,245 $0
JPIE $1,140,002 0.25% 24,745 $0
KO Coca-Cola Company (The) Common Stock $1,120,525 0.25% 14,637 $0
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF $1,110,305 0.24% 64,105 $0
BBY Best Buy Co., Inc. Common Stock $1,101,160 0.24% 16,900 $0
TSLA Tesla, Inc. - Common Stock $1,099,637 0.24% 2,958 $0

Top movers (QoQ)

Security Action Shares Δ Value Δ
DIVO +0 +$0
AAPL +0 +$0
NVDA +0 +$0
MSFT +0 +$0
PJAN +0 +$0
VOO +0 +$0
AVGO +0 +$0
JPM +0 +$0
MRK +0 +$0
AMZN +0 +$0

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
PDEC Sept. 30, 2025 225,796 $9,034,098 No longer tracked
POCT March 31, 2026 186,976 $8,211,986 No longer tracked
EPAM March 31, 2026 18,241 $3,737,216 -21.0%
TPR March 31, 2026 26,840 $3,429,326 -7.4%
TLN Dec. 31, 2025 7,417 $3,155,043 -15.8%
APH March 31, 2026 21,381 $2,894,715 23.4%
INSM March 31, 2026 15,418 $2,683,349 -23.3%
KVUE March 31, 2026 140,446 $2,422,699 9.9%
NET March 31, 2026 12,225 $2,410,159 33.5%
ALNY March 31, 2026 4,999 $1,987,852 -30.6%
DLTR Dec. 31, 2025 20,959 $1,977,901 5.9%
BWXT March 31, 2026 10,859 $1,876,932 -22.7%
CDTX Dec. 31, 2025 16,500 $1,580,040 No longer tracked
RCL March 31, 2025 6,333 $1,462,405 42.4%
APP Dec. 31, 2025 1,101 $791,113 -55.4%
FOXA June 30, 2025 12,960 $733,556 21.9%
APP March 31, 2025 1,970 $637,945 13.5%
ASML Dec. 31, 2025 650 $629,408 64.0%
NTRA March 31, 2025 3,893 $616,262 129.9%
PSEP March 31, 2026 13,853 $605,631 No longer tracked
SPOT Sept. 30, 2025 784 $601,595 -24.5%
HOOD March 31, 2026 4,912 $555,547 53.4%
MEDP March 31, 2026 984 $552,664 26.9%
W March 31, 2026 5,379 $540,105 34.6%
VST Sept. 30, 2025 2,759 $534,770 -29.0%
CAR Dec. 31, 2025 3,317 $532,627 13.5%
COHR March 31, 2025 5,595 $530,014 363.7%
UI Dec. 31, 2025 788 $520,537 -2.9%
CVNA March 31, 2025 2,502 $508,807 -66.0%
XLP March 31, 2026 6,469 $502,512 No longer tracked
XLV Dec. 31, 2025 3,524 $490,435 No longer tracked
RBLX Dec. 31, 2025 3,527 $488,560 -52.0%
CELH Dec. 31, 2025 8,399 $482,859 -29.3%
SOFI March 31, 2026 17,466 $457,260 17.5%
RDDT Dec. 31, 2025 1,987 $456,990 -33.3%
UAL June 30, 2025 6,513 $449,723 42.0%
MP March 31, 2026 8,899 $449,577 19.1%
TWLO Sept. 30, 2025 3,614 $449,437 117.1%
ALAB Dec. 31, 2025 2,206 $431,935 74.2%
DOCS June 30, 2025 7,363 $427,275 -58.4%
NRG March 31, 2025 4,646 $419,162 20.0%
TPYPXXXX June 30, 2025 11,328 $411,999 No longer tracked
PH Sept. 30, 2025 589 $411,548 33.5%
MSTR Sept. 30, 2025 1,018 $411,506 -62.6%
U Dec. 31, 2025 10,222 $409,289 4.4%
QS March 31, 2026 39,112 $407,547 -6.0%
RKLB Dec. 31, 2025 8,474 $405,989 5.4%
RBRK Dec. 31, 2025 4,897 $402,778 26.0%
AS Dec. 31, 2025 11,328 $393,648 -13.1%
NRG Sept. 30, 2025 2,357 $378,487 -29.2%
BMY Sept. 30, 2025 8,002 $370,413 46.5%
HON Dec. 31, 2025 1,725 $363,113 12.6%
LMT Sept. 30, 2025 779 $360,831 13.9%
CRWD Sept. 30, 2025 697 $354,989 -61.8%
PM Sept. 30, 2025 1,921 $352,388 17.0%
MO June 30, 2025 5,763 $351,683 13.8%
AFRM Dec. 31, 2025 4,540 $331,783 1.3%
MBWM March 31, 2026 6,887 $331,265 19.7%
VFC June 30, 2025 21,011 $326,097 21.5%
KKR March 31, 2025 2,196 $324,810 -6.0%
MOS March 31, 2025 12,876 $316,492 -12.1%
MTZ March 31, 2025 2,316 $315,300 134.6%
FDX March 31, 2025 1,105 $312,269 35.1%
AXON March 31, 2025 515 $306,075 15.8%
MLN March 31, 2026 17,316 $303,567 No longer tracked
TSCO March 31, 2026 6,013 $300,710 -23.0%
SNY Sept. 30, 2025 6,210 $300,005 -3.3%
JEF March 31, 2025 3,821 $299,566 -2.1%
HOOD March 31, 2025 8,030 $299,198 155.4%
TEL March 31, 2025 2,091 $298,950 43.5%
UI March 31, 2025 885 $293,758 73.2%
EXEL Sept. 30, 2025 6,618 $291,688 30.6%
LITE March 31, 2025 3,435 $288,368 1376.3%
VIRT March 31, 2025 8,076 $288,152 66.9%
BROS Sept. 30, 2025 4,187 $286,265 -6.0%
SOFI March 31, 2025 18,438 $283,945 60.4%
Z March 31, 2025 3,814 $282,427 -48.0%
IBKR March 31, 2025 1,596 $281,965 123.7%
LLYVKXXXX March 31, 2025 4,115 $280,067 No longer tracked
MDLZ March 31, 2026 5,111 $277,658 11.2%
HWM Sept. 30, 2025 1,490 $277,343 40.7%
VRT March 31, 2025 2,423 $275,277 266.0%
RL Sept. 30, 2025 997 $274,277 20.6%
MVFD June 30, 2025 10,664 $274,036 No longer tracked
ADPV June 30, 2025 7,887 $271,234 No longer tracked
VST March 31, 2025 1,939 $267,363 18.5%
BOXX March 31, 2025 2,415 $266,326 No longer tracked
FICO March 31, 2025 133 $264,794 -36.8%
DRI Sept. 30, 2025 1,211 $263,882 14.7%
PLD June 30, 2025 2,355 $263,265 34.4%
AAON March 31, 2025 2,221 $261,367 3.8%
FIX March 31, 2025 616 $261,221 422.3%
AFRM March 31, 2025 4,280 $260,652 66.8%
DTM Sept. 30, 2025 2,320 $256,894 14.8%
TOST March 31, 2025 6,995 $254,968 7.4%
WAB March 31, 2026 1,186 $253,068 18.1%
CAVA March 31, 2025 2,205 $248,724 -15.9%
TGT March 31, 2025 1,833 $247,810 55.6%
FANG June 30, 2025 1,508 $241,069 54.0%
FCX Sept. 30, 2025 5,533 $239,856 96.6%
DHI Sept. 30, 2025 1,847 $238,115 -12.5%
XLU Dec. 31, 2025 2,730 $238,083 No longer tracked
UHS March 31, 2026 1,091 $237,888 -2.5%
MLI March 31, 2026 2,070 $237,660 -43.5%
EXEL March 31, 2026 5,386 $236,068 25.7%
FLEX Sept. 30, 2025 4,725 $235,872 92.3%
GUNR Sept. 30, 2025 5,795 $232,454 No longer tracked
SFLR June 30, 2025 7,373 $231,613 No longer tracked
MIY March 31, 2025 20,596 $230,259 9.5%
TPL March 31, 2025 205 $226,722 -14.9%
EMN June 30, 2025 2,543 $226,465 -0.1%
ADBE Sept. 30, 2025 584 $225,938 -22.6%
RWM Sept. 30, 2025 11,731 $223,170 No longer tracked
CGGR June 30, 2025 6,489 $222,248 No longer tracked
CACI March 31, 2026 417 $222,182 18.8%
SH Sept. 30, 2025 5,511 $220,980 No longer tracked
SPXL March 31, 2026 1,000 $220,610 No longer tracked
PSQ Sept. 30, 2025 6,464 $220,171 No longer tracked
TRGP June 30, 2025 1,098 $220,116 75.9%
CVNA Sept. 30, 2025 652 $219,698 -81.2%
AXON Sept. 30, 2025 265 $219,404 -15.2%
FERG March 31, 2025 1,258 $219,393 49.4%
SCHX March 31, 2025 9,360 $216,965 No longer tracked
SNOW Sept. 30, 2025 969 $216,833 40.1%
G March 31, 2026 4,579 $214,209 0.2%
EPAM March 31, 2025 916 $214,179 -36.7%
TROW March 31, 2026 2,082 $213,155 26.2%
ADP Sept. 30, 2025 684 $211,999 -4.9%
HPQ June 30, 2025 7,570 $211,785 21.2%
ACGL March 31, 2026 2,206 $211,600 3.9%
PCAR June 30, 2025 2,164 $210,751 37.6%
SSNC March 31, 2026 2,408 $210,507 21.7%
MTG March 31, 2026 7,153 $209,022 18.0%
DIA March 31, 2026 431 $207,576 No longer tracked
ACT March 31, 2026 5,193 $205,851 21.1%
MMM March 31, 2025 1,592 $205,511 22.4%
ESNT March 31, 2026 3,152 $204,904 17.7%
ITCI June 30, 2025 1,552 $204,740 No longer tracked
DASH Sept. 30, 2025 820 $202,138 -19.3%
CLX March 31, 2025 1,242 $201,713 -28.4%
TMO March 31, 2025 387 $201,486 24.7%
CRL March 31, 2025 1,088 $200,845 92.8%
ARDX Sept. 30, 2025 28,000 $109,760 -28.1%
ARRY Dec. 31, 2025 12,276 $100,049 -48.5%
BRY Dec. 31, 2025 25,000 $94,500 No longer tracked
IAF Dec. 31, 2025 11,813 $54,222 No longer tracked
ZOMDF March 31, 2025 389,710 $46,765 No longer tracked