Filed: 5/2/2025ACC: 0001568303-25-000005
📋 What this filing means
WEST FAMILY INVESTMENTS, INC. filed this quarterly 13F‑HR report disclosing 272 equity positions with a total reported market value of $265.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
272
Positions
$265.55M
Total AUM (reported)
9.77M
Total Shares
Allocation by class
COM$138.68M52.2%
ISHARES NEW$29.08M11.0%
US TIPS ETF$12.42M4.7%
20 YR TR BD ETF$12.39M4.7%
SPONSORED ADR$9.35M3.5%
SPONSORED ADS$7.86M3.0%
CL A$7.64M2.9%
Portfolio Concentration
Top 3$53.89M20.3%
4–10$51.93M19.6%
11–25$38.62M14.5%
Rest$121.11M45.6%
Top 3 weight
20.3%
Top 10 weight
39.8%
Voting Authority Distribution
Total shares with voting rights: 9.77M
Sole
Full voting authority
9.77M
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)
Sole272
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings272
Rows:
ISHARES GOLD TR
SOLEShares491.05K
TypeSH
Market value$29.08M
10.95%
Sole
491.05K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares443.23K
TypeSH
Market value$12.42M
4.68%
Sole
443.23K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares109.87K
TypeSH
Market value$12.39M
4.66%
Sole
109.87K
Shared
0.00
None
0.00
APPLE INC
SOLEShares46.85K
TypeSH
Market value$10.41M
3.92%
Sole
46.85K
Shared
0.00
None
0.00
LARGO INC
SOLEShares5.57M
TypeSH
Market value$8.97M
3.38%
Sole
5.57M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares22.23K
TypeSH
Market value$8.34M
3.14%
Sole
22.23K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares80.70K
TypeSH
Market value$7.60M
2.86%
Sole
80.70K
Shared
0.00
None
0.00
EXPAND ENERGY CORPORATION
SOLEShares50K
TypeSH
Market value$5.57M
2.10%
Sole
50K
Shared
0.00
None
0.00
EQT CORP
SOLEShares103.50K
TypeSH
Market value$5.53M
2.08%
Sole
103.50K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares28.94K
TypeSH
Market value$5.51M
2.07%
Sole
28.94K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares31.08K
TypeSH
Market value$4.81M
1.81%
Sole
31.08K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares38.62K
TypeSH
Market value$4.19M
1.58%
Sole
38.62K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares18.63K
TypeSH
Market value$3.09M
1.16%
Sole
18.63K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.42K
TypeSH
Market value$2.89M
1.09%
Sole
5.42K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares4.23K
TypeSH
Market value$2.44M
0.92%
Sole
4.23K
Shared
0.00
None
0.00
WALMART INC
SOLEShares27.79K
TypeSH
Market value$2.44M
0.92%
Sole
27.79K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares9.88K
TypeSH
Market value$2.42M
0.91%
Sole
9.88K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares19.29K
TypeSH
Market value$2.33M
0.88%
Sole
19.29K
Shared
0.00
None
0.00
TESLA INC
SOLEShares8.90K
TypeSH
Market value$2.31M
0.87%
Sole
8.90K
Shared
0.00
None
0.00
VISA INC
SOLEShares5.76K
TypeSH
Market value$2.02M
0.76%
Sole
5.76K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares3.82K
TypeSH
Market value$2.00M
0.75%
Sole
3.82K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares34.50K
TypeSH
Market value$1.97M
0.74%
Sole
34.50K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares11.80K
TypeSH
Market value$1.96M
0.74%
Sole
11.80K
Shared
0.00
None
0.00
CHUNGHWA TELECOM CO LTD
SOLEShares48.01K
TypeSH
Market value$1.88M
0.71%
Sole
48.01K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares11.04K
TypeSH
Market value$1.88M
0.71%
Sole
11.04K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES GOLD TRSOLE | ISHARES NEW | 491.05K | SH | $29.08M 10.95% | 491.05K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 443.23K | SH | $12.42M 4.68% | 443.23K | 0.00 | 0.00 |
ISHARES TRSOLE | 20 YR TR BD ETF | 109.87K | SH | $12.39M 4.66% | 109.87K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 46.85K | SH | $10.41M 3.92% | 46.85K | 0.00 | 0.00 |
LARGO INCSOLE | COM | 5.57M | SH | $8.97M 3.38% | 5.57M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 22.23K | SH | $8.34M 3.14% | 22.23K | 0.00 | 0.00 |
ISHARES TRSOLE | MBS ETF | 80.70K | SH | $7.60M 2.86% | 80.70K | 0.00 | 0.00 |
EXPAND ENERGY CORPORATIONSOLE | COM | 50K | SH | $5.57M 2.10% | 50K | 0.00 | 0.00 |
EQT CORPSOLE | COM | 103.50K | SH | $5.53M 2.08% | 103.50K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 28.94K | SH | $5.51M 2.07% | 28.94K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 31.08K | SH | $4.81M 1.81% | 31.08K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 38.62K | SH | $4.19M 1.58% | 38.62K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 18.63K | SH | $3.09M 1.16% | 18.63K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.42K | SH | $2.89M 1.09% | 5.42K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 4.23K | SH | $2.44M 0.92% | 4.23K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 27.79K | SH | $2.44M 0.92% | 27.79K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 9.88K | SH | $2.42M 0.91% | 9.88K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 19.29K | SH | $2.33M 0.88% | 19.29K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 8.90K | SH | $2.31M 0.87% | 8.90K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 5.76K | SH | $2.02M 0.76% | 5.76K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 3.82K | SH | $2.00M 0.75% | 3.82K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | JUNIOR GOLD MINE | 34.50K | SH | $1.97M 0.74% | 34.50K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 11.80K | SH | $1.96M 0.74% | 11.80K | 0.00 | 0.00 |
CHUNGHWA TELECOM CO LTDSOLE | SPON ADR NEW11 | 48.01K | SH | $1.88M 0.71% | 48.01K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 11.04K | SH | $1.88M 0.71% | 11.04K | 0.00 | 0.00 |
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