Filed: 8/13/2025ACC: 0001568303-25-000007
📋 What this filing means
WEST FAMILY INVESTMENTS, INC. filed this quarterly 13F‑HR report disclosing 368 equity positions with a total reported market value of $383.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
368
Positions
$383.18M
Total AUM (reported)
11.32M
Total Shares
Allocation by class
COM$208.93M54.5%
ISHARES NEW$28.56M7.5%
CL A$16.46M4.3%
SPONSORED ADS$14.99M3.9%
SPONSORED ADR$14.09M3.7%
20 YR TR BD ETF$13.53M3.5%
US TIPS ETF$13.35M3.5%
Portfolio Concentration
Top 3$62.10M16.2%
4–10$73.42M19.2%
11–25$52.12M13.6%
Rest$195.53M51.0%
Top 3 weight
16.2%
Top 10 weight
35.4%
Voting Authority Distribution
Total shares with voting rights: 11.32M
Sole
Full voting authority
11.32M
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)
Sole368
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings368
Rows:
ISHARES GOLD TR
SOLEShares455.80K
TypeSH
Market value$28.56M
7.45%
Sole
455.80K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares108.26K
TypeSH
Market value$17.10M
4.46%
Sole
108.26K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares33.05K
TypeSH
Market value$16.44M
4.29%
Sole
33.05K
Shared
0.00
None
0.00
APPLE INC
SOLEShares68.78K
TypeSH
Market value$14.11M
3.68%
Sole
68.78K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares122.41K
TypeSH
Market value$13.53M
3.53%
Sole
122.41K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares479.79K
TypeSH
Market value$13.35M
3.48%
Sole
479.79K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares42.74K
TypeSH
Market value$9.38M
2.45%
Sole
42.74K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares47.50K
TypeSH
Market value$8.37M
2.18%
Sole
47.50K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares80.70K
TypeSH
Market value$7.61M
1.99%
Sole
80.70K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares9.59K
TypeSH
Market value$7.08M
1.85%
Sole
9.59K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares29.29K
TypeSH
Market value$6.63M
1.73%
Sole
29.29K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares18.95K
TypeSH
Market value$5.22M
1.36%
Sole
18.95K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares15.15K
TypeSH
Market value$4.39M
1.15%
Sole
15.15K
Shared
0.00
None
0.00
TESLA INC
SOLEShares13.73K
TypeSH
Market value$4.36M
1.14%
Sole
13.73K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares7.79K
TypeSH
Market value$3.78M
0.99%
Sole
7.79K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares4.39K
TypeSH
Market value$3.43M
0.89%
Sole
4.39K
Shared
0.00
None
0.00
WALMART INC
SOLEShares32.90K
TypeSH
Market value$3.22M
0.84%
Sole
32.90K
Shared
0.00
None
0.00
VISA INC
SOLEShares8.79K
TypeSH
Market value$3.12M
0.81%
Sole
8.79K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares2.20K
TypeSH
Market value$2.95M
0.77%
Sole
2.20K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares4.86K
TypeSH
Market value$2.73M
0.71%
Sole
4.86K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares25.30K
TypeSH
Market value$2.73M
0.71%
Sole
25.30K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares19.29K
TypeSH
Market value$2.58M
0.67%
Sole
19.29K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares15.43K
TypeSH
Market value$2.46M
0.64%
Sole
15.43K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares2.31K
TypeSH
Market value$2.28M
0.60%
Sole
2.31K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares32.24K
TypeSH
Market value$2.24M
0.58%
Sole
32.24K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES GOLD TRSOLE | ISHARES NEW | 455.80K | SH | $28.56M 7.45% | 455.80K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 108.26K | SH | $17.10M 4.46% | 108.26K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 33.05K | SH | $16.44M 4.29% | 33.05K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 68.78K | SH | $14.11M 3.68% | 68.78K | 0.00 | 0.00 |
ISHARES TRSOLE | 20 YR TR BD ETF | 122.41K | SH | $13.53M 3.53% | 122.41K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 479.79K | SH | $13.35M 3.48% | 479.79K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 42.74K | SH | $9.38M 2.45% | 42.74K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 47.50K | SH | $8.37M 2.18% | 47.50K | 0.00 | 0.00 |
ISHARES TRSOLE | MBS ETF | 80.70K | SH | $7.61M 1.99% | 80.70K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 9.59K | SH | $7.08M 1.85% | 9.59K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 29.29K | SH | $6.63M 1.73% | 29.29K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 18.95K | SH | $5.22M 1.36% | 18.95K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 15.15K | SH | $4.39M 1.15% | 15.15K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 13.73K | SH | $4.36M 1.14% | 13.73K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.79K | SH | $3.78M 0.99% | 7.79K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 4.39K | SH | $3.43M 0.89% | 4.39K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 32.90K | SH | $3.22M 0.84% | 32.90K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 8.79K | SH | $3.12M 0.81% | 8.79K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 2.20K | SH | $2.95M 0.77% | 2.20K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 4.86K | SH | $2.73M 0.71% | 4.86K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 25.30K | SH | $2.73M 0.71% | 25.30K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 19.29K | SH | $2.58M 0.67% | 19.29K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 15.43K | SH | $2.46M 0.64% | 15.43K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 2.31K | SH | $2.28M 0.60% | 2.31K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 32.24K | SH | $2.24M 0.58% | 32.24K | 0.00 | 0.00 |
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