Filed: 7/24/2025ACC: 0001166928-25-000070
📋 What this filing means
WEST BANCORPORATION INC filed this quarterly 13F‑HR report disclosing 97 equity positions with a total reported market value of $158.30M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
97
Positions
$158.30M
Total AUM (reported)
1.49M
Total Shares
Allocation by class
COM$30.08M19.0%
RUS 1000 GRW ETF$13.52M8.5%
RUS 1000 VAL ETF$12.36M7.8%
RUS MID CAP ETF$9.03M5.7%
S&P 500 ETF SHS$8.89M5.6%
HIGH DIV YLD$8.73M5.5%
CAP STK$8.40M5.3%
Portfolio Concentration
Top 3$34.91M22.1%
4–10$52.36M33.1%
11–25$39.89M25.2%
Rest$31.13M19.7%
Top 3 weight
22.1%
Top 10 weight
55.1%
Voting Authority Distribution
Total shares with voting rights: 1.49M
Sole
Full voting authority
1.49M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other97
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings97
Rows:
ISHARES Tr
DFNDShares31.86K
TypeSH
Market value$13.52M
8.54%
Sole
31.86K
Shared
0.00
None
0.00
ISHARES Tr
DFNDShares63.61K
TypeSH
Market value$12.36M
7.81%
Sole
63.61K
Shared
0.00
None
0.00
ISHARES Tr
DFNDShares98.18K
TypeSH
Market value$9.03M
5.70%
Sole
98.18K
Shared
0.00
None
0.00
Vanguard Index FDS
DFNDShares15.65K
TypeSH
Market value$8.89M
5.61%
Sole
15.65K
Shared
0.00
None
0.00
Vanguard Whitehall FDS
DFNDShares65.49K
TypeSH
Market value$8.73M
5.52%
Sole
65.49K
Shared
0.00
None
0.00
West Bancorporation INC
DFNDShares427.72K
TypeSH
Market value$8.40M
5.30%
Sole
427.72K
Shared
0.00
None
0.00
ISHARES Tr
DFNDShares13.49K
TypeSH
Market value$8.38M
5.29%
Sole
13.49K
Shared
0.00
None
0.00
SPDR S&P 500 EFT Trust
DFNDShares11.25K
TypeSH
Market value$6.95M
4.39%
Sole
11.25K
Shared
0.00
None
0.00
Vanguard Internatl High Div Yield Index Fund Internatnl Hgh Yld Etf
DFNDShares68.99K
TypeSH
Market value$5.53M
3.49%
Sole
68.99K
Shared
0.00
None
0.00
Vanguard Index FDS
DFNDShares23.20K
TypeSH
Market value$5.50M
3.47%
Sole
23.20K
Shared
0.00
None
0.00
Brookfield Asset Management Ltd Mngmt A
DFNDShares93.09K
TypeSH
Market value$5.15M
3.25%
Sole
93.09K
Shared
0.00
None
0.00
Vanguard Index FDS
DFNDShares10.16K
TypeSH
Market value$4.46M
2.81%
Sole
10.16K
Shared
0.00
None
0.00
Vanguard Tax-Managed FDS
DFNDShares74.72K
TypeSH
Market value$4.26M
2.69%
Sole
74.72K
Shared
0.00
None
0.00
Microsoft Corp
DFNDShares8.17K
TypeSH
Market value$4.07M
2.57%
Sole
8.17K
Shared
0.00
None
0.00
ISHARES Tr
DFNDShares14.35K
TypeSH
Market value$3.10M
1.96%
Sole
14.35K
Shared
0.00
None
0.00
Apple INC
DFNDShares14.62K
TypeSH
Market value$3.00M
1.89%
Sole
14.62K
Shared
0.00
None
0.00
Vanguard Index FDS
DFNDShares9.76K
TypeSH
Market value$2.73M
1.73%
Sole
9.76K
Shared
0.00
None
0.00
Vanguard Index FDS
DFNDShares13.78K
TypeSH
Market value$2.44M
1.54%
Sole
13.78K
Shared
0.00
None
0.00
Vanguard specialized Funds
DFNDShares11.71K
TypeSH
Market value$2.40M
1.51%
Sole
11.71K
Shared
0.00
None
0.00
JPMORGAN Chase & CO
DFNDShares5.38K
TypeSH
Market value$1.56M
0.98%
Sole
5.38K
Shared
0.00
None
0.00
Schwab Strategic Trust
DFNDShares53.55K
TypeSH
Market value$1.42M
0.90%
Sole
53.55K
Shared
0.00
None
0.00
ISHARES Tr
DFNDShares16.77K
TypeSH
Market value$1.40M
0.88%
Sole
16.77K
Shared
0.00
None
0.00
Costco Wholesale Corp
DFNDShares1.35K
TypeSH
Market value$1.33M
0.84%
Sole
1.35K
Shared
0.00
None
0.00
Vanguard Intl Equity Index F
DFNDShares19.63K
TypeSH
Market value$1.32M
0.83%
Sole
19.63K
Shared
0.00
None
0.00
Southern CO
DFNDShares13.82K
TypeSH
Market value$1.27M
0.80%
Sole
13.82K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TrDFND | RUS 1000 GRW ETF | 31.86K | SH | $13.52M 8.54% | 31.86K | 0.00 | 0.00 |
ISHARES TrDFND | RUS 1000 VAL ETF | 63.61K | SH | $12.36M 7.81% | 63.61K | 0.00 | 0.00 |
ISHARES TrDFND | RUS MID CAP ETF | 98.18K | SH | $9.03M 5.70% | 98.18K | 0.00 | 0.00 |
Vanguard Index FDSDFND | S&P 500 ETF SHS | 15.65K | SH | $8.89M 5.61% | 15.65K | 0.00 | 0.00 |
Vanguard Whitehall FDSDFND | HIGH DIV YLD | 65.49K | SH | $8.73M 5.52% | 65.49K | 0.00 | 0.00 |
West Bancorporation INCDFND | CAP STK | 427.72K | SH | $8.40M 5.30% | 427.72K | 0.00 | 0.00 |
ISHARES TrDFND | CORE S&P500 ETF | 13.49K | SH | $8.38M 5.29% | 13.49K | 0.00 | 0.00 |
SPDR S&P 500 EFT TrustDFND | TR UNIT | 11.25K | SH | $6.95M 4.39% | 11.25K | 0.00 | 0.00 |
Vanguard Internatl High Div Yield Index Fund Internatnl Hgh Yld EtfDFND | INTL HIGH ETF | 68.99K | SH | $5.53M 3.49% | 68.99K | 0.00 | 0.00 |
Vanguard Index FDSDFND | SMALL CP ETF | 23.20K | SH | $5.50M 3.47% | 23.20K | 0.00 | 0.00 |
Brookfield Asset Management Ltd Mngmt ADFND | CL A LMT VTG SHS | 93.09K | SH | $5.15M 3.25% | 93.09K | 0.00 | 0.00 |
Vanguard Index FDSDFND | GROWTH ETF | 10.16K | SH | $4.46M 2.81% | 10.16K | 0.00 | 0.00 |
Vanguard Tax-Managed FDSDFND | VAN FTSE DEV MKT | 74.72K | SH | $4.26M 2.69% | 74.72K | 0.00 | 0.00 |
Microsoft CorpDFND | COM | 8.17K | SH | $4.07M 2.57% | 8.17K | 0.00 | 0.00 |
ISHARES TrDFND | RUSSELL 2000 ETF | 14.35K | SH | $3.10M 1.96% | 14.35K | 0.00 | 0.00 |
Apple INCDFND | COM | 14.62K | SH | $3.00M 1.89% | 14.62K | 0.00 | 0.00 |
Vanguard Index FDSDFND | MID CAP ETF | 9.76K | SH | $2.73M 1.73% | 9.76K | 0.00 | 0.00 |
Vanguard Index FDSDFND | VALUE ETF | 13.78K | SH | $2.44M 1.54% | 13.78K | 0.00 | 0.00 |
Vanguard specialized FundsDFND | DIV APP ETF | 11.71K | SH | $2.40M 1.51% | 11.71K | 0.00 | 0.00 |
JPMORGAN Chase & CODFND | COM | 5.38K | SH | $1.56M 0.98% | 5.38K | 0.00 | 0.00 |
Schwab Strategic TrustDFND | US DIVIDEND EQ | 53.55K | SH | $1.42M 0.90% | 53.55K | 0.00 | 0.00 |
ISHARES TrDFND | CORE MSCI EAFE | 16.77K | SH | $1.40M 0.88% | 16.77K | 0.00 | 0.00 |
Costco Wholesale CorpDFND | COM | 1.35K | SH | $1.33M 0.84% | 1.35K | 0.00 | 0.00 |
Vanguard Intl Equity Index FDFND | ALLWRLD EX US | 19.63K | SH | $1.32M 0.83% | 19.63K | 0.00 | 0.00 |
Southern CODFND | COM | 13.82K | SH | $1.27M 0.80% | 13.82K | 0.00 | 0.00 |
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