West Michigan Advisors, LLC 13F holdings
West Michigan Advisors, LLC reported 333 positions with a total reported value of $981.3M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-21. Top holdings by reported value: GNTX Gentex Corp (8.6%), AAPL Apple (3.6%), Amplify CWP Enhanced DIV Inm ETF (3.1%), NVDA Nvidia Corp (2.3%), MSFT Microsoft (2.1%). Against 2026-03-31 it opened 40 new positions and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 333 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| GNTX Gentex Corp | 3,600,543 | $84.9M | 8.6% |
| AAPL Apple | 128,652 | $34.9M | 3.6% |
| Amplify CWP Enhanced DIV Inm ETF | 679,821 | $30.8M | 3.1% |
| NVDA Nvidia Corp | 122,888 | $23.0M | 2.3% |
| MSFT Microsoft | 55,211 | $20.5M | 2.1% |
| Defender Risk Adaptive 500 ETF | 519,876 | $14.3M | 1.5% |
| Vanguard S&P 500 ETF | 21,100 | $13.5M | 1.4% |
| Alpha Architect 1-3 Month Box ETF | 108,974 | $12.7M | 1.3% |
| AVGO Broadcom Inc | 36,504 | $12.5M | 1.3% |
| iShares TR 0-3 MNTH Treasry | 119,844 | $12.1M | 1.2% |
| JPM JPMorgan Chase | 38,022 | $11.8M | 1.2% |
| MRK Merck & Co. Inc. | 88,228 | $11.1M | 1.1% |
| GOOGL Alphabet Inc. Class A | 33,913 | $10.6M | 1.1% |
| IVZ Invesco Nasdaq 100 ETF | 222,432 | $10.6M | 1.1% |
| HBAN Huntington Bancshs | 594,335 | $10.0M | 1.0% |
| QQQ Invesco QQQ | 14,803 | $9.9M | 1.0% |
| QCOM Qualcomm Incorporated | 63,444 | $9.7M | 1.0% |
| AMZN Amazon.Com Inc | 43,464 | $9.6M | 1.0% |
| INTC Intel | 111,789 | $9.6M | 1.0% |
| AXP American Express Co | 29,797 | $9.6M | 1.0% |
| CMCSA Comcast Corp Class A | 350,145 | $9.2M | 0.9% |
| NEM Newmont Corp | 91,377 | $9.2M | 0.9% |
| GILD Gilead Sciences Incorporated | 69,254 | $9.1M | 0.9% |
| EOG Eog Res Incorporated | 66,773 | $9.1M | 0.9% |
| ITW Illinois Tool Works | 33,661 | $9.0M | 0.9% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 40 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| Defender Risk Adaptive 500 ETF | 519,876 | $14.3M | 1.5% |
| Advanced Micro Device In | 10,509 | $6.1M | 0.6% |
| Bondbloxx Bloomberg 6 MNTH Target Duration US Treasury | 33,836 | $1.7M | 0.2% |
| Air Prod & Chemicals | 5,743 | $1.7M | 0.2% |
| MRVL Marvell Technology Incorporated | 5,257 | $1.6M | 0.2% |
| ALAB Astera Labs Incorporated | 3,195 | $1.5M | 0.2% |
| DELL Dell Technologies Incorporated Class C | 3,539 | $1.5M | 0.2% |
| Berkshire Hathaway Class B | 2,974 | $1.5M | 0.2% |
| FLEX Flex Limited Ord | 9,107 | $1.5M | 0.2% |
| Service Corporation International | 18,172 | $1.4M | 0.1% |
| IRDM Iridium Communications Incorporated | 22,912 | $1.3M | 0.1% |
| LSCC Lattice Semiconductor Corporation | 7,918 | $1.2M | 0.1% |
| MTSI Macom Tech Solutions HLDGS Incorporated | 3,170 | $1.2M | 0.1% |
| Bondbloxx Bloomberg 1 Year Target Duration US Treasury | 22,431 | $1.1M | 0.1% |
| GFS Globalfoundries Incorporated Ordinary Shares | 13,023 | $1.1M | 0.1% |
| ON On Semiconductor Co | 9,496 | $897.8K | <0.1% |
| Abbott Laboratories | 8,356 | $758.2K | <0.1% |
| iShares TR Expanded Tech | 7,791 | $705.9K | <0.1% |
| Bondbloxx Bloomberg 2 Year Target Duration US Treasury | 13,495 | $660.6K | <0.1% |
| Marketdesk Focused US Momentum ETF | 12,652 | $552.1K | <0.1% |
| Agnico Eagle Mines Limited | 3,247 | $503.7K | <0.1% |
| Archer-Daniels-Midln | 6,028 | $460.5K | <0.1% |
| Twin Oak Short Horizon Absolute Return ETF | 10,442 | $301.1K | <0.1% |
| TROW Price T Rowe Group Incorporated | 2,409 | $273.9K | <0.1% |
| Direxion Daily S&P 500 Bull 3X Shares | 1,000 | $270.7K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31
No positions were sold out.
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| GNTX Gentex Corp | 1,792,935 | 3,600,543 | +100.8% | $84.9M |
| AAPL Apple | 64,469 | 128,652 | +99.6% | $34.9M |
| Amplify CWP Enhanced DIV Inm ETF | 339,021 | 679,821 | +100.5% | $30.8M |
| NVDA Nvidia Corp | 60,813 | 122,888 | +102.1% | $23.0M |
| MSFT Microsoft | 28,328 | 55,211 | +94.9% | $20.5M |
| Alpha Architect 1-3 Month Box ETF | 43,106 | 108,974 | +152.8% | $12.7M |
| iShares TR 0-3 MNTH Treasry | 49,179 | 119,844 | +143.7% | $12.1M |
| Vanguard S&P 500 ETF | 10,591 | 21,100 | +99.2% | $13.5M |
| AVGO Broadcom Inc | 18,798 | 36,504 | +94.2% | $12.5M |
| JPM JPMorgan Chase | 18,844 | 38,022 | +101.8% | $11.8M |
| QQQ Invesco QQQ | 6,007 | 14,803 | +146.4% | $9.9M |
| MRK Merck & Co. Inc. | 43,790 | 88,228 | +101.5% | $11.1M |
Decreases
No position was decreased.
CIK 1909879 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
