Filed: 8/10/2026ACC: 0001568303-26-000007
📋 What this filing means
WEST FAMILY INVESTMENTS, INC. filed this quarterly 13F‑HR report disclosing 468 equity positions with a total reported market value of $345.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
468
Positions
$345.02M
Total AUM (reported)
6.33M
Total Shares
Allocation by class
COM$224.69M65.1%
CORE MSCI EMKT$13.21M3.8%
SPONSORED ADS$12.70M3.7%
CL A$12.47M3.6%
COM NEW$11.67M3.4%
CAP STK CL A$8.91M2.6%
SPONSORED ADR$8.53M2.5%
Portfolio Concentration
Top 3$41.44M12.0%
4–10$48.80M14.1%
11–25$39.25M11.4%
Rest$215.53M62.5%
Top 3 weight
12.0%
Top 10 weight
26.2%
Voting Authority Distribution
Total shares with voting rights: 6.33M
Sole
Full voting authority
6.33M
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)
Sole468
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings468
Rows:
NVIDIA CORPORATION
SOLEShares76.95K
TypeSH
Market value$15.40M
4.46%
Sole
76.95K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares159.44K
TypeSH
Market value$13.21M
3.83%
Sole
159.44K
Shared
0.00
None
0.00
APPLE INC
SOLEShares44.34K
TypeSH
Market value$12.83M
3.72%
Sole
44.34K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares24.14K
TypeSH
Market value$9.00M
2.61%
Sole
24.14K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares24.93K
TypeSH
Market value$8.91M
2.58%
Sole
24.93K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares15.32K
TypeSH
Market value$7.32M
2.12%
Sole
15.32K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares27.81K
TypeSH
Market value$6.63M
1.92%
Sole
27.81K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares5.05K
TypeSH
Market value$5.83M
1.69%
Sole
5.05K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares58.23K
TypeSH
Market value$5.62M
1.63%
Sole
58.23K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares14.52K
TypeSH
Market value$5.48M
1.59%
Sole
14.52K
Shared
0.00
None
0.00
TESLA INC
SOLEShares8.98K
TypeSH
Market value$3.78M
1.10%
Sole
8.98K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares6.65K
TypeSH
Market value$3.75M
1.09%
Sole
6.65K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares2.79K
TypeSH
Market value$3.35M
0.97%
Sole
2.79K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares4.92K
TypeSH
Market value$2.86M
0.83%
Sole
4.92K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.63K
TypeSH
Market value$2.82M
0.82%
Sole
5.63K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares8.26K
TypeSH
Market value$2.70M
0.78%
Sole
8.26K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares22.74K
TypeSH
Market value$2.67M
0.77%
Sole
22.74K
Shared
0.00
None
0.00
UNITED MICROELECTRONICS CORP
SOLEShares92.39K
TypeSH
Market value$2.51M
0.73%
Sole
92.39K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares9.82K
TypeSH
Market value$2.50M
0.72%
Sole
9.82K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares6.36K
TypeSH
Market value$2.25M
0.65%
Sole
6.36K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares15.59K
TypeSH
Market value$2.18M
0.63%
Sole
15.59K
Shared
0.00
None
0.00
VISA INC
SOLEShares6.34K
TypeSH
Market value$2.17M
0.63%
Sole
6.34K
Shared
0.00
None
0.00
ASML HLDG NV
SOLEShares1.09K
TypeSH
Market value$2.17M
0.63%
Sole
1.09K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares2.46K
TypeSH
Market value$1.78M
0.52%
Sole
2.46K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares4.72K
TypeSH
Market value$1.76M
0.51%
Sole
4.72K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 76.95K | SH | $15.40M 4.46% | 76.95K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 159.44K | SH | $13.21M 3.83% | 159.44K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 44.34K | SH | $12.83M 3.72% | 44.34K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 24.14K | SH | $9.00M 2.61% | 24.14K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 24.93K | SH | $8.91M 2.58% | 24.93K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 15.32K | SH | $7.32M 2.12% | 15.32K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 27.81K | SH | $6.63M 1.92% | 27.81K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 5.05K | SH | $5.83M 1.69% | 5.05K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 58.23K | SH | $5.62M 1.63% | 58.23K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 14.52K | SH | $5.48M 1.59% | 14.52K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 8.98K | SH | $3.78M 1.10% | 8.98K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 6.65K | SH | $3.75M 1.09% | 6.65K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 2.79K | SH | $3.35M 0.97% | 2.79K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 4.92K | SH | $2.86M 0.83% | 4.92K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.63K | SH | $2.82M 0.82% | 5.63K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 8.26K | SH | $2.70M 0.78% | 8.26K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 22.74K | SH | $2.67M 0.77% | 22.74K | 0.00 | 0.00 |
UNITED MICROELECTRONICS CORPSOLE | SPON ADR NEW | 92.39K | SH | $2.51M 0.73% | 92.39K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 9.82K | SH | $2.50M 0.72% | 9.82K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 6.36K | SH | $2.25M 0.65% | 6.36K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 15.59K | SH | $2.18M 0.63% | 15.59K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 6.34K | SH | $2.17M 0.63% | 6.34K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 1.09K | SH | $2.17M 0.63% | 1.09K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 2.46K | SH | $1.78M 0.52% | 2.46K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 4.72K | SH | $1.76M 0.51% | 4.72K | 0.00 | 0.00 |
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