Filed: 5/7/2026ACC: 0001568303-26-000005
📋 What this filing means
WEST FAMILY INVESTMENTS, INC. filed this quarterly 13F‑HR report disclosing 259 equity positions with a total reported market value of $285.25M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
259
Positions
$285.25M
Total AUM (reported)
5.99M
Total Shares
Allocation by class
COM$133.87M46.9%
ISHARES NEW$34.07M11.9%
US TIPS ETF$17.00M6.0%
20 YR TR BD ETF$16.66M5.8%
SPONSORED ADR$10.26M3.6%
SPONSORED ADS$9.74M3.4%
MBS ETF$7.70M2.7%
Portfolio Concentration
Top 3$67.73M23.7%
4–10$55.90M19.6%
11–25$44.26M15.5%
Rest$117.36M41.1%
Top 3 weight
23.7%
Top 10 weight
43.3%
Voting Authority Distribution
Total shares with voting rights: 5.99M
Sole
Full voting authority
5.99M
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)
Sole259
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings259
Rows:
ISHARES GOLD TR
SOLEShares384.34K
TypeSH
Market value$34.07M
11.94%
Sole
384.34K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares609.28K
TypeSH
Market value$17.00M
5.96%
Sole
609.28K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares152.63K
TypeSH
Market value$16.66M
5.84%
Sole
152.63K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares64.93K
TypeSH
Market value$11.32M
3.97%
Sole
64.93K
Shared
0.00
None
0.00
APPLE INC
SOLEShares42.09K
TypeSH
Market value$10.68M
3.74%
Sole
42.09K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares80.70K
TypeSH
Market value$7.70M
2.70%
Sole
80.70K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares19.12K
TypeSH
Market value$7.08M
2.48%
Sole
19.12K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares24.48K
TypeSH
Market value$7.04M
2.47%
Sole
24.48K
Shared
0.00
None
0.00
EQT CORP
SOLEShares103.50K
TypeSH
Market value$6.59M
2.31%
Sole
103.50K
Shared
0.00
None
0.00
EXPAND ENERGY CORPORATION
SOLEShares50K
TypeSH
Market value$5.49M
1.92%
Sole
50K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares26.08K
TypeSH
Market value$5.43M
1.90%
Sole
26.08K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares15.24K
TypeSH
Market value$5.15M
1.81%
Sole
15.24K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares34.50K
TypeSH
Market value$4.14M
1.45%
Sole
34.50K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares12K
TypeSH
Market value$3.71M
1.30%
Sole
12K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares5.52K
TypeSH
Market value$3.16M
1.11%
Sole
5.52K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares18.57K
TypeSH
Market value$2.68M
0.94%
Sole
18.57K
Shared
0.00
None
0.00
TESLA INC
SOLEShares7.13K
TypeSH
Market value$2.65M
0.93%
Sole
7.13K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.50K
TypeSH
Market value$2.64M
0.92%
Sole
5.50K
Shared
0.00
None
0.00
LARGO INC
SOLEShares2.20M
TypeSH
Market value$2.46M
0.86%
Sole
2.20M
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares9.79K
TypeSH
Market value$2.39M
0.84%
Sole
9.79K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares2.59K
TypeSH
Market value$2.38M
0.83%
Sole
2.59K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares11.61K
TypeSH
Market value$1.97M
0.69%
Sole
11.61K
Shared
0.00
None
0.00
WALMART INC
SOLEShares15.75K
TypeSH
Market value$1.96M
0.69%
Sole
15.75K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares5.27K
TypeSH
Market value$1.78M
0.62%
Sole
5.27K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares22.59K
TypeSH
Market value$1.75M
0.61%
Sole
22.59K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES GOLD TRSOLE | ISHARES NEW | 384.34K | SH | $34.07M 11.94% | 384.34K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 609.28K | SH | $17.00M 5.96% | 609.28K | 0.00 | 0.00 |
ISHARES TRSOLE | 20 YR TR BD ETF | 152.63K | SH | $16.66M 5.84% | 152.63K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 64.93K | SH | $11.32M 3.97% | 64.93K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 42.09K | SH | $10.68M 3.74% | 42.09K | 0.00 | 0.00 |
ISHARES TRSOLE | MBS ETF | 80.70K | SH | $7.70M 2.70% | 80.70K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 19.12K | SH | $7.08M 2.48% | 19.12K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 24.48K | SH | $7.04M 2.47% | 24.48K | 0.00 | 0.00 |
EQT CORPSOLE | COM | 103.50K | SH | $6.59M 2.31% | 103.50K | 0.00 | 0.00 |
EXPAND ENERGY CORPORATIONSOLE | COM | 50K | SH | $5.49M 1.92% | 50K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 26.08K | SH | $5.43M 1.90% | 26.08K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 15.24K | SH | $5.15M 1.81% | 15.24K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | JUNIOR GOLD MINE | 34.50K | SH | $4.14M 1.45% | 34.50K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 12K | SH | $3.71M 1.30% | 12K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 5.52K | SH | $3.16M 1.11% | 5.52K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 18.57K | SH | $2.68M 0.94% | 18.57K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 7.13K | SH | $2.65M 0.93% | 7.13K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.50K | SH | $2.64M 0.92% | 5.50K | 0.00 | 0.00 |
LARGO INCSOLE | COM | 2.20M | SH | $2.46M 0.86% | 2.20M | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 9.79K | SH | $2.39M 0.84% | 9.79K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 2.59K | SH | $2.38M 0.83% | 2.59K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 11.61K | SH | $1.97M 0.69% | 11.61K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 15.75K | SH | $1.96M 0.69% | 15.75K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 5.27K | SH | $1.78M 0.62% | 5.27K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 22.59K | SH | $1.75M 0.61% | 22.59K | 0.00 | 0.00 |
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