WEST BANCORPORATION INC — 13F Holdings & Portfolio

CIK 1166928 · latest 13F-HR filed 2026-04-23

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$200.4M

Long-equity book

Holdings

98

Distinct positions

Period

2026-03-31

Filed 2026-04-23

Q/Q Activity

+8 / −8 / ↑31 / ↓32

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Vanguard Whitehall FDS$3.0M +30.9%
  • Vanguard Whitehall FDS$2.5M +23.2%
  • ISHARES Tr$1.7M +19.2%
  • ISHARES Tr$1.6M +11.1%
  • ISHARES Tr$1.1M +7.5%
Show all 31

Top Trims

  • Microsoft Corp-$1.1M -24.0%
  • Brookfield Asset Management Ltd Mngmt A-$739.1K -15.2%
  • JPMORGAN Chase & CO-$475.5K -19.7%
  • Vanguard specialized Funds-$380.3K -15.4%
  • Apple INC-$265.4K -5.8%
Show all 32

New Positions

  • Vanguard Small Cap Value Etf$361.1K
  • Broadcom INC$326.5K
  • ISHARES Russell Mid-Cap Value ETF$321.8K
  • Emerson Electric CO$261.0K
  • Caseys General Stores INC$259.8K
Show all 8

Exited Positions

  • First Trust Enhanced Equity Income Fund$266.4K
  • Servicenow INC$229.0K
  • Tractor Supply Co$224.5K
  • Intuit$212.0K
  • S&P Global INC$211.6K
Show all 8
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES Tr IWF 464287614 $15.7M 7.85% 36,906 SH
2 ISHARES Tr IWD 464287598 $15.6M 7.80% 73,131 SH
3 Vanguard Whitehall FDS VYM 921946406 $13.1M 6.54% 88,546 SH
4 Vanguard Whitehall FDS VYMI 921946794 $12.6M 6.26% 133,241 SH
5 Vanguard Index FDS VOO 922908363 $10.4M 5.21% 17,479 SH
6 ISHARES Tr IWR 464287499 $10.3M 5.15% 106,076 SH
7 West Bancorporation INC WTBA 95123P106 $9.9M 4.96% 418,161 SH
8 ISHARES Tr IVV 464287200 $8.7M 4.34% 13,302 SH
9 SPDR S&P 500 EFT Trust SPY 78462F103 $8.2M 4.11% 12,676 SH
10 Vanguard Index FDS VUG 922908736 $6.8M 3.39% 15,554 SH
11 Vanguard Index FDS VB 922908751 $6.2M 3.09% 23,672 SH
12 Vanguard Tax-Managed FDS VEA 921943858 $5.5M 2.75% 86,009 SH
13 Vanguard Index FDS VO 922908629 $4.6M 2.29% 15,959 SH
14 Apple INC AAPL 037833100 $4.3M 2.17% 17,109 SH
15 Brookfield Asset Management Ltd Mngmt A BAM 113004105 $4.1M 2.06% 93,091 SH
16 Invesco Qqq Trust QQQ 46090E103 $3.5M 1.74% 6,051 SH
17 Microsoft Corp MSFT 594918104 $3.4M 1.70% 9,183 SH
18 Vanguard Index FDS VTV 922908744 $3.1M 1.53% 15,650 SH
19 Vanguard Intl Equity Index F VEU 922042775 $3.0M 1.50% 39,911 SH
20 ISHARES Tr IWM 464287655 $2.7M 1.37% 11,087 SH
21 ISHARES MSCI ACWI Index Fund ACWI 464288257 $2.5M 1.23% 17,881 SH
22 Vanguard specialized Funds VIG 921908844 $2.1M 1.04% 9,710 SH
23 JPMORGAN Chase & CO JPM 46625H100 $1.9M 0.97% 6,600 SH
24 Alphabet INC GOOG 02079K107 $1.8M 0.91% 6,364 SH
25 Schwab Strategic Trust SCHD 808524797 $1.7M 0.83% 54,520 SH
26 Nvidia Corp NVDA 67066G104 $1.5M 0.73% 8,374 SH
27 ISHARES Tr IEFA 46432F842 $1.5M 0.73% 16,065 SH
28 Costco Wholesale Corp COST 22160K105 $1.3M 0.65% 1,310 SH
29 Amazon com INC AMZN 023135106 $1.2M 0.61% 5,842 SH
30 Meta Platforms INC A META 30303M102 $1.1M 0.54% 1,880 SH
31 Abbvie INC ABBV 00287Y109 $1.1M 0.54% 4,940 SH
32 Mcdonalds Corp MCD 580135101 $1.0M 0.52% 3,362 SH
33 Walmart INC WMT 931142103 $1.0M 0.52% 8,400 SH
34 Adams Diversified Equity FD ADX 006212104 $1.0M 0.51% 46,890 SH
35 Principal Financial Group INC PFG 74251V102 $956.1K 0.48% 10,610 SH
36 Southern CO SO 842587107 $947.4K 0.47% 9,816 SH
37 Invesco Exchange Traded FD T RSP 46137V357 $834.3K 0.42% 4,347 SH
38 Berkshire Hathaway INC BRK.B 084670702 $804.1K 0.40% 1,678 SH
39 Invesco Exch Traded FD TR II RPG 46137V266 $802.2K 0.40% 17,164 SH
40 Wells Fargo CO WFC 949746101 $782.2K 0.39% 9,826 SH
41 Ross Stores INC ROST 778296103 $745.0K 0.37% 3,439 SH
42 Pepsico INC PEP 713448108 $720.5K 0.36% 4,640 SH
43 Vanguard Admiral FDS INC VOOV 921932703 $703.1K 0.35% 3,450 SH
44 J P MORGAN Exchange Traded F JEPI 46641Q332 $677.3K 0.34% 11,950 SH
45 Cisco Systems INC CSCO 17275R102 $650.6K 0.32% 8,385 SH
46 ISHARES Tr ITOT 464287150 $642.8K 0.32% 4,513 SH
47 Eli Lilly And CO LLY 532457108 $616.2K 0.31% 670 SH
48 Invesco Exchange Traded FD T PRF 46137V613 $615.1K 0.31% 12,942 SH
49 Vanguard Mid-cap Growth Index Fund Mid Cap Etf VOT 922908538 $596.5K 0.30% 2,318 SH
50 Pfizer INC PFE 717081103 $555.3K 0.28% 19,775 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-23 $200.4M 98 0001166928-26-000026
2025-12-31 2026-01-29 $190.9M 98 0001166928-26-000004