WEST BANCORPORATION INC — 13F Holdings & Portfolio
CIK 1166928 · latest 13F-HR filed 2026-07-23
WEST BANCORPORATION INC manages $233.8M in 13F-reported U.S. long-equity assets across 95 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IWF (7.81%), IWD (7.31%), VYM (6.39%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions and exited 8; 53 existing positions rose in reported value and 24 fell.
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.
Long-equity book
Distinct positions
Filed 2026-07-23
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
3 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 57.2%Cumulative share of the portfolio held in the largest N positions.
| Name | Title / Status | Ownership | Type |
|---|
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- Vanguard Index FDS$8.0M +174.2%
- Vanguard Index FDS$4.3M +63.7%
- ISHARES Tr$2.5M +16.1%
- Invesco Qqq Trust$2.5M +70.3%
- ISHARES Tr$2.4M +23.0%
Top Trims
- Vanguard specialized Funds-$1.1M -53.1%
- J P MORGAN Exchange Traded F-$442.9K -65.4%
- Procter & Gamble CO-$192.7K -39.1%
- Southern CO-$154.5K -16.3%
- Walmart INC-$144.3K -13.8%
New Positions
- Micron Technology Inc$385.5K
- Flextronics Intl$231.9K
- Vanguard Short-Term Bond ETF$224.8K
- Taiwan Semiconductor Manufacturing CO Ltd$205.4K
- Vanguard Financials Etf$201.3K
Exited Positions
- Pepsico INC$720.5K
- Wisdomtree TR$369.4K
- L3harris Technologies INC$293.0K
- AT&T INC$281.1K
- Emerson Electric CO$261.0K
WEST BANCORPORATION INC Holdings (2026-06-30)
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 | $18.3M | 7.81% | 147,096 | SH |
| 2 | ISHARES Tr | IWD | 464287598 | $17.1M | 7.31% | 70,539 | SH |
| 3 | Vanguard Whitehall FDS | VYM | 921946406 | $14.9M | 6.39% | 94,584 | SH |
| 4 | Vanguard Whitehall FDS | VYMI | 921946794 | $14.5M | 6.20% | 147,657 | SH |
| 5 | ISHARES Tr | IWR | 464287499 | $12.7M | 5.42% | 114,958 | SH |
| 6 | Vanguard Index FDS | VO | 922908629 | $12.6M | 5.38% | 155,999 | SH |
| 7 | Vanguard Index FDS | VOO | 922908363 | $12.0M | 5.13% | 17,468 | SH |
| 8 | Vanguard Index FDS | VUG | 922908736 | $11.1M | 4.75% | 129,076 | SH |
| 9 | West Bancorporation INC | WTBA | 95123P106 | $11.0M | 4.71% | 415,411 | SH |
| 10 | ISHARES Tr | IVV | 464287200 | $9.6M | 4.10% | 12,811 | SH |
| 11 | SPDR S&P 500 EFT Trust | SPY | 78462F103 | $9.5M | 4.05% | 12,676 | SH |
| 12 | Vanguard Index FDS | VB | 922908751 | $7.5M | 3.19% | 24,582 | SH |
| 13 | Vanguard Tax-Managed FDS | VEA | 921943858 | $6.6M | 2.81% | 92,168 | SH |
| 14 | Invesco Qqq Trust | QQQ | 46090E103 | $5.9M | 2.54% | 8,078 | SH |
| 15 | Apple INC | AAPL | 037833100 | $4.7M | 2.03% | 16,400 | SH |
| 16 | Vanguard Index FDS | VTV | 922908744 | $4.7M | 2.02% | 21,664 | SH |
| 17 | Brookfield Asset Management Ltd Mngmt A | BAM | 113004105 | $4.2M | 1.79% | 93,091 | SH |
| 18 | Microsoft Corp | MSFT | 594918104 | $3.2M | 1.39% | 8,703 | SH |
| 19 | Vanguard Intl Equity Index F | VEU | 922042775 | $3.1M | 1.32% | 36,958 | SH |
| 20 | ISHARES Tr | IWM | 464287655 | $3.0M | 1.27% | 9,898 | SH |
| 21 | ISHARES MSCI ACWI Index Fund | ACWI | 464288257 | $2.8M | 1.18% | 17,531 | SH |
| 22 | JPMORGAN Chase & CO | JPM | 46625H100 | $2.0M | 0.87% | 6,244 | SH |
| 23 | Alphabet INC | GOOG | 02079K107 | $2.0M | 0.85% | 5,629 | SH |
| 24 | Schwab Strategic Trust | SCHD | 808524797 | $1.6M | 0.70% | 51,986 | SH |
| 25 | Nvidia Corp | NVDA | 67066G104 | $1.5M | 0.62% | 7,251 | SH |
| 26 | ISHARES Tr | IEFA | 46432F842 | $1.4M | 0.62% | 14,920 | SH |
| 27 | Adams Diversified Equity FD | ADX | 006212104 | $1.3M | 0.54% | 49,490 | SH |
| 28 | Principal Financial Group INC | PFG | 74251V102 | $1.3M | 0.54% | 11,714 | SH |
| 29 | Abbvie INC | ABBV | 00287Y109 | $1.2M | 0.53% | 4,940 | SH |
| 30 | Costco Wholesale Corp | COST | 22160K105 | $1.2M | 0.50% | 1,255 | SH |
| 31 | Amazon com INC | AMZN | 023135106 | $1.2M | 0.50% | 4,902 | SH |
| 32 | Invesco Exch Traded FD TR II | RPG | 46137V266 | $1.1M | 0.47% | 17,164 | SH |
| 33 | Invesco Exchange Traded FD T | RSP | 46137V357 | $1.0M | 0.45% | 4,922 | SH |
| 34 | Meta Platforms INC A | META | 30303M102 | $993.1K | 0.42% | 1,763 | SH |
| 35 | Cisco Systems INC | CSCO | 17275R102 | $984.9K | 0.42% | 8,385 | SH |
| 36 | Vanguard specialized Funds | VIG | 921908844 | $978.9K | 0.42% | 4,137 | SH |
| 37 | Mcdonalds Corp | MCD | 580135101 | $908.8K | 0.39% | 3,362 | SH |
| 38 | Walmart INC | WMT | 931142103 | $899.6K | 0.38% | 7,943 | SH |
| 39 | Berkshire Hathaway INC | BRK.B | 084670702 | $854.7K | 0.37% | 1,708 | SH |
| 40 | Southern CO | SO | 842587107 | $793.0K | 0.34% | 8,285 | SH |
| 41 | Wells Fargo CO | WFC | 949746101 | $789.6K | 0.34% | 9,555 | SH |
| 42 | Vanguard Admiral FDS INC | VOOV | 921932703 | $756.3K | 0.32% | 3,450 | SH |
| 43 | ISHARES Tr | ITOT | 464287150 | $741.4K | 0.32% | 4,513 | SH |
| 44 | Lam Research Corp. | LRCX | 512807306 | $738.4K | 0.32% | 1,704 | SH |
| 45 | Ross Stores INC | ROST | 778296103 | $732.0K | 0.31% | 3,439 | SH |
| 46 | Eli Lilly And CO | LLY | 532457108 | $724.5K | 0.31% | 604 | SH |
| 47 | Vanguard Mid-cap Growth Index Fund Mid Cap Etf | VOT | 922908538 | $710.0K | 0.30% | 2,318 | SH |
| 48 | Invesco Exchange Traded FD T | PRF | 46137V613 | $699.3K | 0.30% | 12,942 | SH |
| 49 | Alphabet INC | GOOGL | 02079K305 | $683.3K | 0.29% | 1,912 | SH |
| 50 | Johnson & Johnson | JNJ | 478160104 | $608.5K | 0.26% | 2,396 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-23 | $233.8M | 95 | 0001166928-26-000037 |
| 2026-03-31 | 2026-04-23 | $200.4M | 98 | 0001166928-26-000026 |
| 2025-12-31 | 2026-01-29 | $190.9M | 98 | 0001166928-26-000004 |
WEST DES MOINES, IA 50266