Filed: 11/12/2025ACC: 0001568303-25-000008
📋 What this filing means
WEST FAMILY INVESTMENTS, INC. filed this quarterly 13F‑HR report disclosing 377 equity positions with a total reported market value of $444.82M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
377
Positions
$444.82M
Total AUM (reported)
10.12M
Total Shares
Allocation by class
COM$245.03M55.1%
ISHARES NEW$33.33M7.5%
SPONSORED ADS$17.87M4.0%
CL A$17.61M4.0%
SPONSORED ADR$15.87M3.6%
20 YR TR BD ETF$13.80M3.1%
US TIPS ETF$13.69M3.1%
Portfolio Concentration
Top 3$71.94M16.2%
4–10$82.48M18.5%
11–25$68.09M15.3%
Rest$222.30M50.0%
Top 3 weight
16.2%
Top 10 weight
34.7%
Voting Authority Distribution
Total shares with voting rights: 10.12M
Sole
Full voting authority
10.12M
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)
Sole377
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings377
Rows:
ISHARES GOLD TR
SOLEShares455.79K
TypeSH
Market value$33.33M
7.49%
Sole
455.79K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares111.53K
TypeSH
Market value$20.81M
4.68%
Sole
111.53K
Shared
0.00
None
0.00
APPLE INC
SOLEShares69.92K
TypeSH
Market value$17.80M
4.00%
Sole
69.92K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares33.86K
TypeSH
Market value$17.54M
3.94%
Sole
33.86K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares122.41K
TypeSH
Market value$13.80M
3.10%
Sole
122.41K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares486.07K
TypeSH
Market value$13.69M
3.08%
Sole
486.07K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares48.21K
TypeSH
Market value$11.72M
2.63%
Sole
48.21K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares43.84K
TypeSH
Market value$9.63M
2.16%
Sole
43.84K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares30.08K
TypeSH
Market value$8.40M
1.89%
Sole
30.08K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares80.70K
TypeSH
Market value$7.71M
1.73%
Sole
80.70K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares9.81K
TypeSH
Market value$7.20M
1.62%
Sole
9.81K
Shared
0.00
None
0.00
LARGO INC
SOLEShares4.37M
TypeSH
Market value$6.56M
1.47%
Sole
4.37M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares19.84K
TypeSH
Market value$6.54M
1.47%
Sole
19.84K
Shared
0.00
None
0.00
TESLA INC
SOLEShares14.14K
TypeSH
Market value$6.29M
1.41%
Sole
14.14K
Shared
0.00
None
0.00
EQT CORP
SOLEShares106.51K
TypeSH
Market value$5.80M
1.30%
Sole
106.51K
Shared
0.00
None
0.00
EXPAND ENERGY CORPORATION
SOLEShares50K
TypeSH
Market value$5.31M
1.19%
Sole
50K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares15.29K
TypeSH
Market value$4.82M
1.08%
Sole
15.29K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares7.79K
TypeSH
Market value$3.92M
0.88%
Sole
7.79K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares34.50K
TypeSH
Market value$3.42M
0.77%
Sole
34.50K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares4.42K
TypeSH
Market value$3.37M
0.76%
Sole
4.42K
Shared
0.00
None
0.00
WALMART INC
SOLEShares32.53K
TypeSH
Market value$3.35M
0.75%
Sole
32.53K
Shared
0.00
None
0.00
VISA INC
SOLEShares8.84K
TypeSH
Market value$3.02M
0.68%
Sole
8.84K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares25.94K
TypeSH
Market value$2.92M
0.66%
Sole
25.94K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares4.91K
TypeSH
Market value$2.79M
0.63%
Sole
4.91K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares19.29K
TypeSH
Market value$2.77M
0.62%
Sole
19.29K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES GOLD TRSOLE | ISHARES NEW | 455.79K | SH | $33.33M 7.49% | 455.79K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 111.53K | SH | $20.81M 4.68% | 111.53K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 69.92K | SH | $17.80M 4.00% | 69.92K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 33.86K | SH | $17.54M 3.94% | 33.86K | 0.00 | 0.00 |
ISHARES TRSOLE | 20 YR TR BD ETF | 122.41K | SH | $13.80M 3.10% | 122.41K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 486.07K | SH | $13.69M 3.08% | 486.07K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 48.21K | SH | $11.72M 2.63% | 48.21K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 43.84K | SH | $9.63M 2.16% | 43.84K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 30.08K | SH | $8.40M 1.89% | 30.08K | 0.00 | 0.00 |
ISHARES TRSOLE | MBS ETF | 80.70K | SH | $7.71M 1.73% | 80.70K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 9.81K | SH | $7.20M 1.62% | 9.81K | 0.00 | 0.00 |
LARGO INCSOLE | COM | 4.37M | SH | $6.56M 1.47% | 4.37M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 19.84K | SH | $6.54M 1.47% | 19.84K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 14.14K | SH | $6.29M 1.41% | 14.14K | 0.00 | 0.00 |
EQT CORPSOLE | COM | 106.51K | SH | $5.80M 1.30% | 106.51K | 0.00 | 0.00 |
EXPAND ENERGY CORPORATIONSOLE | COM | 50K | SH | $5.31M 1.19% | 50K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 15.29K | SH | $4.82M 1.08% | 15.29K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.79K | SH | $3.92M 0.88% | 7.79K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | JUNIOR GOLD MINE | 34.50K | SH | $3.42M 0.77% | 34.50K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 4.42K | SH | $3.37M 0.76% | 4.42K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 32.53K | SH | $3.35M 0.75% | 32.53K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 8.84K | SH | $3.02M 0.68% | 8.84K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 25.94K | SH | $2.92M 0.66% | 25.94K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 4.91K | SH | $2.79M 0.63% | 4.91K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 19.29K | SH | $2.77M 0.62% | 19.29K | 0.00 | 0.00 |
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