Filed: 2/11/2026ACC: 0001568303-26-000004
📋 What this filing means
WEST FAMILY INVESTMENTS, INC. filed this quarterly 13F‑HR report disclosing 351 equity positions with a total reported market value of $425.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
351
Positions
$425.93M
Total AUM (reported)
7.71M
Total Shares
Allocation by class
COM$224.39M52.7%
ISHARES NEW$34.44M8.1%
SPONSORED ADS$17.31M4.1%
SPONSORED ADR$16.40M3.8%
US TIPS ETF$15.05M3.5%
20 YR TR BD ETF$14.93M3.5%
CL A$14.58M3.4%
Portfolio Concentration
Top 3$72.23M17.0%
4–10$85.11M20.0%
11–25$64.45M15.1%
Rest$204.14M47.9%
Top 3 weight
17.0%
Top 10 weight
36.9%
Voting Authority Distribution
Total shares with voting rights: 7.71M
Sole
Full voting authority
7.71M
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)
Sole351
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings351
Rows:
ISHARES GOLD TR
SOLEShares422.17K
TypeSH
Market value$34.44M
8.08%
Sole
422.17K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares107.37K
TypeSH
Market value$20.03M
4.70%
Sole
107.37K
Shared
0.00
None
0.00
APPLE INC
SOLEShares65.36K
TypeSH
Market value$17.77M
4.17%
Sole
65.36K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares31.69K
TypeSH
Market value$15.32M
3.60%
Sole
31.69K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares540.73K
TypeSH
Market value$15.05M
3.53%
Sole
540.73K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares133.34K
TypeSH
Market value$14.93M
3.51%
Sole
133.34K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares44.64K
TypeSH
Market value$13.97M
3.28%
Sole
44.64K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares41K
TypeSH
Market value$9.46M
2.22%
Sole
41K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares28.45K
TypeSH
Market value$8.65M
2.03%
Sole
28.45K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares80.70K
TypeSH
Market value$7.72M
1.81%
Sole
80.70K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares19.37K
TypeSH
Market value$6.71M
1.57%
Sole
19.37K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares9.21K
TypeSH
Market value$6.08M
1.43%
Sole
9.21K
Shared
0.00
None
0.00
TESLA INC
SOLEShares13.22K
TypeSH
Market value$5.94M
1.40%
Sole
13.22K
Shared
0.00
None
0.00
EQT CORP
SOLEShares106.51K
TypeSH
Market value$5.71M
1.34%
Sole
106.51K
Shared
0.00
None
0.00
EXPAND ENERGY CORPORATION
SOLEShares50K
TypeSH
Market value$5.52M
1.30%
Sole
50K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares4.44K
TypeSH
Market value$4.77M
1.12%
Sole
4.44K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares13K
TypeSH
Market value$4.19M
0.98%
Sole
13K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares34.50K
TypeSH
Market value$3.93M
0.92%
Sole
34.50K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares7.29K
TypeSH
Market value$3.67M
0.86%
Sole
7.29K
Shared
0.00
None
0.00
WALMART INC
SOLEShares30.39K
TypeSH
Market value$3.39M
0.79%
Sole
30.39K
Shared
0.00
None
0.00
VISA INC
SOLEShares8.78K
TypeSH
Market value$3.08M
0.72%
Sole
8.78K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares25.38K
TypeSH
Market value$3.05M
0.72%
Sole
25.38K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares14.10K
TypeSH
Market value$2.92M
0.69%
Sole
14.10K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares4.87K
TypeSH
Market value$2.78M
0.65%
Sole
4.87K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares18.57K
TypeSH
Market value$2.73M
0.64%
Sole
18.57K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES GOLD TRSOLE | ISHARES NEW | 422.17K | SH | $34.44M 8.08% | 422.17K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 107.37K | SH | $20.03M 4.70% | 107.37K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 65.36K | SH | $17.77M 4.17% | 65.36K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 31.69K | SH | $15.32M 3.60% | 31.69K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 540.73K | SH | $15.05M 3.53% | 540.73K | 0.00 | 0.00 |
ISHARES TRSOLE | 20 YR TR BD ETF | 133.34K | SH | $14.93M 3.51% | 133.34K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 44.64K | SH | $13.97M 3.28% | 44.64K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 41K | SH | $9.46M 2.22% | 41K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 28.45K | SH | $8.65M 2.03% | 28.45K | 0.00 | 0.00 |
ISHARES TRSOLE | MBS ETF | 80.70K | SH | $7.72M 1.81% | 80.70K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 19.37K | SH | $6.71M 1.57% | 19.37K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 9.21K | SH | $6.08M 1.43% | 9.21K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 13.22K | SH | $5.94M 1.40% | 13.22K | 0.00 | 0.00 |
EQT CORPSOLE | COM | 106.51K | SH | $5.71M 1.34% | 106.51K | 0.00 | 0.00 |
EXPAND ENERGY CORPORATIONSOLE | COM | 50K | SH | $5.52M 1.30% | 50K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 4.44K | SH | $4.77M 1.12% | 4.44K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 13K | SH | $4.19M 0.98% | 13K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | JUNIOR GOLD MINE | 34.50K | SH | $3.93M 0.92% | 34.50K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.29K | SH | $3.67M 0.86% | 7.29K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 30.39K | SH | $3.39M 0.79% | 30.39K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 8.78K | SH | $3.08M 0.72% | 8.78K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 25.38K | SH | $3.05M 0.72% | 25.38K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 14.10K | SH | $2.92M 0.69% | 14.10K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 4.87K | SH | $2.78M 0.65% | 4.87K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 18.57K | SH | $2.73M 0.64% | 18.57K | 0.00 | 0.00 |
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