Q1 2026 13F · SEC CIK 1909879

West Michigan Advisors, LLC

Wealth managerFiled 2026-05-05 for Q1 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $455.2M
Reported positions: 298
Top holdings a year, 3 yrs: +7.9%
Assets under management: $781.3M

West Michigan Advisors, LLC is a wealth manager that reported 298 positions worth $455.2M in its Q1 2026 13F, filed 2026-05-05. Its largest holdings were Gentex Corp (GNTX, 8.6%), Amplify ETF Tr (DIVO, 3.3%), Apple Inc (AAPL, 2.6%). A portfolio copying its top holdings returned 7.9% a year over the last 3 years, against 20.4% for the S&P 500.

West Michigan Advisors, LLC holdings largest 50 of 298 positions.

Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

West Michigan Advisors, LLC 13F holdings
Stock	% of 13F value	Q4 2025	Shares	Share change	Reported value
GNTXGentex Corp	8.6%	9.6%	1,792,935	+0.0%	$39.2M
DIVOAmplify ETF Tr	3.3%	3.5%	339,021	-0.0%	$15.2M
AAPLApple Inc	2.6%	2.6%	45,869	+10.7%	$11.6M
NVDANvidia Corporation Com	2.3%	2.5%	60,813	+5.7%	$10.6M
MSFTMicrosoft Corp	2.3%	2.7%	28,328	+15.2%	$10.5M
PJANInnovator Etfs Trust	1.7%	—	171,045	—	$7.9M
VOOVanguard S&p 500 ETF	1.4%	1.5%	10,591	+3.8%	$6.3M
AVGOBroadcom Inc	1.3%	1.5%	18,798	+1.6%	$5.8M
JPMJpmorgan Chase & Co	1.2%	1.4%	18,844	+0.0%	$5.5M
MRKMerck & Co. Inc	1.2%	—	43,790	—	$5.3M
AMZNAmazon Com Inc Com	1.2%	1.3%	25,272	+5.2%	$5.3M
BOXXEa Series Trust	1.1%	—	43,106	—	$5.0M
HBANHuntington Bancshares Inc Com	1.1%	1.4%	314,682	-8.5%	$5.0M
SGOViShares 0-3 Month Treasury Bon	1.1%	1.1%	49,179	+2.8%	$5.0M
AAPLApple	1.0%	1.2%	18,600	+0.0%	$4.7M
QCOMQualcomm Inc	1.0%	1.0%	36,522	+46.0%	$4.7M
CSCOCisco Sys Inc	1.0%	0.9%	60,514	+19.8%	$4.7M
GOOGLAlphabet Inc	1.0%	0.7%	16,244	+77.7%	$4.7M
NEMNewmont Corp	1.0%	0.9%	42,687	+6.7%	$4.6M
WMTWalmart Inc	1.0%	0.9%	36,564	+5.0%	$4.6M
EOGEog Res Inc	1.0%	—	30,684	—	$4.4M
AXPAmerican Express Co Com	0.9%	0.8%	14,126	+45.5%	$4.3M
CMCSAComcast Corp New	0.9%	0.7%	147,320	+54.3%	$4.2M
GILDGilead Sciences	0.9%	0.8%	29,796	+11.6%	$4.2M
BMYBristol-Myers Squibb Co Com	0.9%	—	66,662	—	$4.0M
MOAltria Group Inc	0.9%	—	58,886	—	$3.9M
ITWIllinois Tool Works Inc.	0.9%	0.6%	15,025	+37.3%	$3.9M
ETNEaton Corp PLC	0.9%	0.8%	10,906	-2.5%	$3.9M
HASHasbro Inc	0.8%	—	41,271	—	$3.9M
ALLEAllegion PLC	0.8%	—	26,428	—	$3.8M
GLDSpdr Gold Shares	0.8%	0.8%	8,872	-3.4%	$3.8M
MPCMarathon Petroleum Corporation	0.8%	0.6%	15,617	-6.1%	$3.8M
CATCaterpillar Inc Com	0.8%	—	5,308	—	$3.8M
ABBVAbbvie Inc	0.8%	0.9%	17,032	-1.2%	$3.7M
LDOSLeidos Holdings Inc	0.8%	0.7%	23,346	+44.3%	$3.6M
FTITechnipfmc PLC	0.8%	—	52,328	—	$3.6M
QQQInvesco Qqq Tr	0.8%	—	6,007	—	$3.5M
FIVEFive Below, Inc.	0.7%	—	14,810	—	$3.4M
CGGOCapital Group Gbl Growth Eqt	0.7%	1.3%	101,119	-36.0%	$3.4M
IONSIonis Pharmaceuticals Inc	0.7%	0.7%	44,614	+16.1%	$3.4M
QQQINeos ETF Trust	0.7%	—	66,403	—	$3.3M
FTAIFtai Aviation Ltd	0.7%	—	13,109	—	$3.2M
VZVerizon Communications Inc Com	0.7%	0.7%	63,944	-11.9%	$3.2M
CRMSalesforce Inc Com	0.7%	0.9%	16,527	+13.2%	$3.1M
ADIAnalog Devices Inc	0.7%	—	9,635	—	$3.1M
INTCIntel Corp	0.6%	—	63,104	—	$2.8M
NEENextera Energy Inc Com	0.6%	—	29,708	—	$2.8M
QDPLPacer Fds Tr	0.6%	0.6%	67,472	+7.1%	$2.7M
METAMeta Platforms Inc Class A	0.6%	0.7%	4,628	-2.1%	$2.6M
WFRDWeatherford Intl PLC F	0.6%	—	27,977	—	$2.6M

What West Michigan Advisors, LLC bought and sold in Q1 2026, against Q4 2025.

New positions

Q4 2025's filing was too long to tell new positions apart.

Share counts compared with the Q4 2025 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +9.5% /yr; S&P 500 +20.1%
3 years: +7.9% /yr; S&P 500 +20.4%
5 years: +6.8% /yr; S&P 500 +16.8%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q1 2026	$455.2M	298
Q4 2025	$435.6M	271
Q3 2025	$416.0M	261
Q2 2025	$354.5M	235
Q1 2025	$301.6M	212
Q4 2024	$331.2M	228
Q3 2024	$331.3M	191
Q2 2024	$314.3M	179
Q1 2024	$307.7M	176
Q4 2023	$263.9M	154
Q3 2023	$187.1M	151
Q2 2023	$250.2M	246

Questions about West Michigan Advisors, LLC's portfolio

What stocks does West Michigan Advisors, LLC own?

West Michigan Advisors, LLC's latest 13F, for Q1 2026 and filed May 5, 2026, lists 298 positions worth $455.2M. The largest are Gentex Corp (GNTX) at 8.6%, Amplify ETF Tr (DIVO) at 3.3%, Apple Inc (AAPL) at 2.6%, Nvidia Corporation Com (NVDA) at 2.3% and Microsoft Corp (MSFT) at 2.3%.

What did West Michigan Advisors, LLC buy last quarter?

In Q1 2026, West Michigan Advisors, LLC added Alphabet Inc (GOOGL) (+77.7% shares), Comcast Corp New (CMCSA) (+54.3% shares) and Qualcomm Inc (QCOM) (+46.0% shares), compared with its Q4 2025 filing.

What did West Michigan Advisors, LLC sell last quarter?

In Q1 2026, West Michigan Advisors, LLC cut from its top 50 Innovator Etfs Trust (POCT), cut from its top 50 Jpmorgan Nasdaq Equity Premium Income Et (JEPQ), cut from its top 50 Johnson & Johnson (JNJ), cut from its top 50 Pimco ETF Tr (MINT), cut from its top 50 Palantir Technologies Inclass Class A (PLTR), Capital Group Gbl Growth Eqt (CGGO) (-36.0% shares), Verizon Communications Inc Com (VZ) (-11.9% shares) and Huntington Bancshares Inc Com (HBAN) (-8.5% shares), compared with its Q4 2025 filing.

How has West Michigan Advisors, LLC's portfolio performed?

A portfolio copying West Michigan Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +7.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +9.5% against +20.1%. Over 5 years: +6.8% a year against +16.8%.

When is West Michigan Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. West Michigan Advisors, LLC's filing for the quarter ending Jun 30, 2026 was due by Aug 14, 2026; this page updates once it is processed.

How much money does West Michigan Advisors, LLC manage?

West Michigan Advisors, LLC reported $781.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $455.2M.