West Michigan Advisors, LLC reported 189 positions worth $322.25M for the quarter ended Jun 30, 2026, up 0.0% on the prior quarter. It opened 0 new positions, added to 1, trimmed 1 and exited 0. Its largest holding is Gentex Corp at 12.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| HON Honeywell International Inc | +664 | +100.0% | $149.97K | 0.093% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| KLAC Kla Corp | -1,251 | -90.0% | $1.84M | 0.064% |
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GNTX Gentex Corp | Consumer Discretionary | 1.79M | $39.18M | 12.16% | 0 | 0.0% | Unchanged | 0.85% |
| 2 | AAPL Apple Inc. | Technology | 45.9K | $11.64M | 3.61% | 0 | 0.0% | Unchanged | 0% |
| 3 | NVDA Nvidia Corp | Technology | 60.8K | $10.61M | 3.29% | 0 | 0.0% | Unchanged | 0% |
| 4 | MSFT Microsoft Corp | Technology | 28.3K | $10.49M | 3.25% | 0 | 0.0% | Unchanged | 0% |
| 5 | AVGO Broadcom Inc. | Technology | 18.8K | $5.82M | 1.81% | 0 | 0.0% | Unchanged | 0% |
| 6 | JPM Jpmorgan Chase & Co | Financial Services | 18.8K | $5.54M | 1.72% | 0 | 0.0% | Unchanged | 0% |
| 7 | MRK Merck & Co., Inc. | Healthcare | 43.8K | $5.30M | 1.65% | 0 | 0.0% | Unchanged | 0% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 25.3K | $5.26M | 1.63% | 0 | 0.0% | Unchanged | 0% |
| 9 | HBAN Huntington Bancshares Inc | Financial Services | 314.7K | $4.97M | 1.54% | 0 | 0.0% | Unchanged | 0.02% |
| 10 | QCOM Qualcomm Inc | Technology | 36.5K | $4.70M | 1.46% | 0 | 0.0% | Unchanged | 0% |
| 11 | CSCO Cisco Systems, Inc. | Technology | 60.5K | $4.70M | 1.46% | 0 | 0.0% | Unchanged | 0% |
| 12 | GOOGL Alphabet Inc. | Technology | 16.2K | $4.67M | 1.45% | 0 | 0.0% | Unchanged | 0% |
| 13 | NEM NEWMONT Corp | Basic Materials | 42.7K | $4.62M | 1.43% | 0 | 0.0% | Unchanged | 0% |
| 14 | WMT Walmart Inc. | Consumer Staples | 36.6K | $4.55M | 1.41% | 0 | 0.0% | Unchanged | 0% |
| 15 | EOG Eog Resources Inc | Energy | 30.7K | $4.44M | 1.38% | 0 | 0.0% | Unchanged | 0.01% |
Tip. Select a row to see that position’s full history at West Michigan Advisors.
As of its Q2 2026 13F filing, West Michigan Advisors, LLC’s five largest positions were Gentex Corp (GNTX) at 12.2%, Apple Inc. (AAPL) at 3.6%, Nvidia Corp (NVDA) at 3.3%, Microsoft Corp (MSFT) at 3.3%, Broadcom Inc. (AVGO) at 1.8% of the reported portfolio.
West Michigan Advisors, LLC reported a 13F portfolio worth $322.25M across 189 positions for Q2 2026. That is up 0.0% from the previous quarter.
Its largest purchases by value were Honeywell International Inc ($149.97K). It opened 0 new positions.
Its largest sales by value were Kla Corp ($1.84M). It exited 0 positions entirely.
From the Form 13F-HR reports West Michigan Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.