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WEST BANCORPORATION INC — 13F Holdings & Portfolio

CIK 1166928 · latest 13F-HR filed 2026-07-23

Backtest portfolio

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, exited 8, added to 53, and trimmed 24.

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.

Filer Information
Address
3330 WESTOWN PARKWAY
WEST DES MOINES, IA 50266
Phone
(515) 222-2309
Filing Manager
WEST BANCORPORATION INC
WEST DES MOINES, IA
Signatory
SueAnn Niehaus
Vice President/Trust Operations
Loading holdings…
AUM

$233.8M

Long-equity book

Holdings

95

Distinct positions

Period

2026-06-30

Filed 2026-07-23

Q/Q Activity

+5 / −8 / ↑53 / ↓24

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

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%
Show all 53 →

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%
Show all 24 →

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
Show all 5 →

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
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 $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
Filing History
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