WEST MICHIGAN ADVISORS, LLC — 13F Holdings & Portfolio
CIK 1909879 · latest 13F-HR filed 2026-05-05
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.
$455.2M
Long-equity book
298
Distinct positions
2026-03-31
Filed 2026-05-05
+63 / −36 / ↑94 / ↓80
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Merck & Co. Inc.$4.4M +459.9%
- Alpha Architect 1-3 Month Box ETF$3.0M +154.7%
- Caterpillar$2.6M +235.8%
- Elanco Animal Health Incorporated$2.0M +342.1%
- Intel$1.9M +213.7%
Top Trims
- J P Morgan Nasdaq EQT PRM Inc ETF IV-$4.4M -74.6%
- Palantir Technologies Incorporated Class A-$3.2M -82.3%
- Warner Brothers Discover-$3.0M -80.3%
- NXP Semiconductors N V-$2.7M -90.7%
- Gentex Corp-$2.5M -6.1%
New Positions
- Innovator U.S. Equity Power Buffer ETF - January$7.9M
- Bristol-Myers Squibb Company$4.0M
- Hasbro Incorporated$3.9M
- Technipfmc PLC$3.6M
- Five Below Incorporated$3.4M
Exited Positions
- Innovator U.S. Equity Power Bffer ETF - October$8.2M
- Epam Systems Incorporated$3.7M
- Tapestry Incorporated$3.4M
- Amphenol Corporation New Class A$2.9M
- Insmed Incorporated Com Par $.01$2.7M
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 | Gentex Corp | GNTX | 371901109 | $39.2M | 8.61% | 1,792,935 | SH |
| 2 | Amplify CWP Enhanced DIV Inm ETF | DIVO | 032108409 | $15.2M | 3.34% | 339,021 | SH |
| 3 | Apple Inc | AAPL | 037833100 | $11.6M | 2.56% | 45,869 | SH |
| 4 | Nvidia Corp | NVDA | 67066G104 | $10.6M | 2.33% | 60,813 | SH |
| 5 | Microsoft | MSFT | 594918104 | $10.5M | 2.30% | 28,328 | SH |
| 6 | Innovator U.S. Equity Power Buffer ETF - January | PJAN | 45782C508 | $7.9M | 1.73% | 171,045 | SH |
| 7 | Vanguard S&P 500 ETF | VOO | 922908363 | $6.3M | 1.39% | 10,591 | SH |
| 8 | Broadcom Inc | AVGO | 11135F101 | $5.8M | 1.28% | 18,798 | SH |
| 9 | JPMorgan Chase | JPM | 46625H100 | $5.5M | 1.22% | 18,844 | SH |
| 10 | Merck & Co. Inc. | MRK | 58933Y105 | $5.3M | 1.17% | 43,790 | SH |
| 11 | Amazon.Com Inc | AMZN | 023135106 | $5.3M | 1.16% | 25,272 | SH |
| 12 | Alpha Architect 1-3 Month Box ETF | BOXX | 02072L565 | $5.0M | 1.10% | 43,106 | SH |
| 13 | Huntington Bancshs | HBAN | 446150104 | $5.0M | 1.09% | 314,682 | SH |
| 14 | iShares TR 0-3 MNTH Treasry | SGOV | 46436E718 | $5.0M | 1.09% | 49,179 | SH |
| 15 | Apple | AAPL | 378331003 | $4.7M | 1.04% | 18,600 | SH |
| 16 | Qualcomm Incorporated | QCOM | 747525103 | $4.7M | 1.03% | 36,522 | SH |
| 17 | Cisco Systems | CSCO | 17275R102 | $4.7M | 1.03% | 60,514 | SH |
| 18 | Alphabet Inc. Class A | GOOGL | 02079K305 | $4.7M | 1.03% | 16,244 | SH |
| 19 | Newmont Corp | NEM | 651639106 | $4.6M | 1.02% | 42,687 | SH |
| 20 | Wal-Mart | WMT | 931142103 | $4.6M | 1.00% | 36,564 | SH |
| 21 | Eog Res Incorporated | EOG | 26875P101 | $4.4M | 0.97% | 30,684 | SH |
| 22 | American Express Co | AXP | 025816109 | $4.3M | 0.94% | 14,126 | SH |
| 23 | Comcast Corp Class A | CMCSA | 20030N101 | $4.2M | 0.93% | 147,320 | SH |
| 24 | Gilead Sciences Incorporated | GILD | 375558103 | $4.2M | 0.91% | 29,796 | SH |
| 25 | Bristol-Myers Squibb Company | BMY | 110122108 | $4.0M | 0.89% | 66,662 | SH |
| 26 | Altria Group Incorporated | MO | 02209S103 | $3.9M | 0.87% | 58,886 | SH |
| 27 | Illinois Tool Works | ITW | 452308109 | $3.9M | 0.86% | 15,025 | SH |
| 28 | Eaton Corp PLC F | ETN | G29183103 | $3.9M | 0.86% | 10,906 | SH |
| 29 | Hasbro Incorporated | HAS | 418056107 | $3.9M | 0.85% | 41,271 | SH |
| 30 | Allegion PLC Ord SHS | ALLE | G0176J109 | $3.8M | 0.84% | 26,428 | SH |
| 31 | SPDR Gold Shares ETF | GLD | 78463V107 | $3.8M | 0.84% | 8,872 | SH |
| 32 | Marathon Pete Corp | MPC | 56585A102 | $3.8M | 0.84% | 15,617 | SH |
| 33 | Caterpillar | CAT | 149123101 | $3.8M | 0.83% | 5,308 | SH |
| 34 | Abbvie Inc | ABBV | 00287Y109 | $3.7M | 0.81% | 17,032 | SH |
| 35 | Leidos Holdings Incorporated | LDOS | 525327102 | $3.6M | 0.80% | 23,346 | SH |
| 36 | Technipfmc PLC | FTI | G87110105 | $3.6M | 0.80% | 52,328 | SH |
| 37 | Invesco QQQ | QQQ | 46090E103 | $3.5M | 0.76% | 6,007 | SH |
| 38 | Five Below Incorporated | FIVE | 33829M101 | $3.4M | 0.74% | 14,810 | SH |
| 39 | Capital Group Global GRWT Eqy ETF | CGGO | 14020X104 | $3.4M | 0.74% | 101,119 | SH |
| 40 | Ionis Pharmaceuticals Incorporated | IONS | 462222100 | $3.4M | 0.74% | 44,614 | SH |
| 41 | Neos Nasdaq 100 High Income ETF | QQQI | 78433H675 | $3.3M | 0.72% | 66,403 | SH |
| 42 | Ftai Aviation Limited SHS | FTAI | G3730V105 | $3.2M | 0.71% | 13,109 | SH |
| 43 | Verizon | VZ | 92343V104 | $3.2M | 0.71% | 63,944 | SH |
| 44 | Salesforce | CRM | 79466L302 | $3.1M | 0.68% | 16,527 | SH |
| 45 | Analog Devices Inc | ADI | 032654105 | $3.1M | 0.67% | 9,635 | SH |
| 46 | Intel | INTC | 458140100 | $2.8M | 0.61% | 63,104 | SH |
| 47 | Nextera Energy Inc | NEE | 65339F101 | $2.8M | 0.61% | 29,708 | SH |
| 48 | Pacer FDS Trust Metaurus US Large Cap | QDPL | 69374H436 | $2.7M | 0.60% | 67,472 | SH |
| 49 | Meta Platforms Inc Class A | META | 30303M102 | $2.6M | 0.58% | 4,628 | SH |
| 50 | Weatherford International PLC Ord SHS | WFRD | G48833118 | $2.6M | 0.58% | 27,977 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-05 | $455.2M | 298 | 0001765380-26-000163 |
| 2025-12-31 | 2026-01-28 | $435.6M | 271 | 0001765380-26-000049 |