West Financial Advisors, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by Advisor & Portfolio Manager N Austin Harris, lists a total of 275 securities held by the firm.
The portfolio is diversified across various sectors, with notable positions in large-cap technology and energy companies. The firm holds significant stakes in Apple Inc., with 1,667,500 shares, and Microsoft Corporation, with 1,374,950 shares. Other major holdings include Alphabet Inc. Class A and Class C shares, Amazon.com Inc., and Meta Platforms Inc. The firm also holds substantial positions in energy and industrial sectors, including Exxon Mobil, Chevron Corporation, Deere & Co., and Caterpillar Inc.
The filing also reveals substantial exposure to exchange-traded funds (ETFs). The firm holds shares in the iShares Core S&P 500 ETF, with 7,659 shares, and the iShares Core MSCI EAFE ETF, with 28,418,198 shares. Additionally, the firm holds shares in the Dimensional ETF Trust series, including the U.S. Large Value ETF and the International Core Equity ETF.
The filing indicates that the firm's holdings are managed by N Austin Harris, based in Scottsdale, Arizona.
