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WEST MICHIGAN ADVISORS, LLC — 13F Holdings & Portfolio

CIK 1909879 · latest 13F-HR filed 2026-08-21

Backtest portfolio

WEST MICHIGAN ADVISORS, LLC manages $526.1M in 13F-reported U.S. long-equity assets across 295 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GNTX (8.68%), DIVO (2.96%), SPDF (2.71%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 56 new positions, exited 59, added to 144, and trimmed 59.

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
320 NORTH 120TH AVENUE
SUITE 240
HOLLAND, MI 49424
Phone
(616) 820-1040
Filing Manager
WEST MICHIGAN ADVISORS, LLC
HOLLAND, MI
Signatory
Lonny Elfenbein
Chief Compliance Officer
Loading holdings…
AUM

$526.1M

Long-equity book

Holdings

295

Distinct positions

Period

2026-06-30

Filed 2026-08-21

Q/Q Activity

+56 / −59 / ↑144 / ↓59

vs 2026-06-30

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Gentex Corp$6.5M +16.6%
  • Micron Technology Incorporated$4.9M +689.2%
  • Sandisk Corporation$4.8M +584.6%
  • Western Digital Corporation.$4.4M +527.1%
  • Revolution Medicines Inc$4.3M +540.9%
Show all 144 →

Top Trims

  • Cisco Systems-$3.3M -69.9%
  • Five Below Incorporated-$3.1M -92.0%
  • Caterpillar-$1.9M -50.8%
  • Alphabet Inc. Class A-$1.9M -40.8%
  • JPMorgan Equity Premium Income ETF-$1.1M -60.7%
Show all 59 →

New Positions

  • Amplify CWP Enhanced DIV Inm ETF$15.6M
  • Defender Risk Adaptive 500 ETF$14.3M
  • Apple Inc$13.2M
  • Advanced Micro Device In$6.1M
  • American Express Co$5.3M
Show all 56 →

Exited Positions

  • Amplify CWP Enhanced DIV Inm ETF$15.2M
  • Apple Inc$11.6M
  • Innovator U.S. Equity Power Buffer ETF - January$7.9M
  • Amazon.Com Inc$5.3M
  • American Express Co$4.3M
Show all 59 →
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 Gentex Corp GNTX 371901109 $45.7M 8.68% 1,807,608 SH
2 Amplify CWP Enhanced DIV Inm ETF DIVO 321084090 $15.6M 2.96% 340,800 SH
3 Defender Risk Adaptive 500 ETF SPDF 00777X421 $14.3M 2.71% 519,876 SH
4 Apple Inc AAPL 378331000 $13.2M 2.51% 45,583 SH
5 Nvidia Corp NVDA 67066G104 $12.4M 2.36% 62,075 SH
6 Microsoft MSFT 594918104 $10.0M 1.91% 26,883 SH
7 Alpha Architect 1-3 Month Box ETF BOXX 02072L565 $7.7M 1.47% 65,868 SH
8 Vanguard S&P 500 ETF VOO 922908363 $7.2M 1.37% 10,509 SH
9 iShares TR 0-3 MNTH Treasry SGOV 46436E718 $7.1M 1.35% 70,665 SH
10 Intel INTC 458140100 $6.8M 1.29% 48,685 SH
11 Broadcom Inc AVGO 11135F101 $6.7M 1.27% 17,706 SH
12 Invesco QQQ QQQ 46090E103 $6.5M 1.23% 8,796 SH
13 JPMorgan Chase JPM 46625H100 $6.3M 1.19% 19,178 SH
14 Advanced Micro Device In AMD 790310700 $6.1M 1.16% 10,509 SH
15 Merck & Co. Inc. MRK 58933Y105 $5.7M 1.09% 44,438 SH
16 Sandisk Corporation SNDK 80004C200 $5.6M 1.06% 2,462 SH
17 Micron Technology Incorporated MU 595112103 $5.6M 1.06% 4,825 SH
18 Apple AAPL 378331003 $5.4M 1.02% 18,600 SH
19 Coherent Corporation COHR 19247G107 $5.3M 1.01% 13,477 SH
20 American Express Co SKM 258161090 $5.3M 1.01% 15,671 SH
21 Western Digital Corporation. WDC 958102105 $5.3M 1.00% 8,277 SH
22 Revolution Medicines Inc RVMD 76155X100 $5.1M 0.97% 27,348 SH
23 Illinois Tool Works ITW 452308109 $5.1M 0.96% 18,636 SH
24 Huntington Bancshs HBAN 446150104 $5.0M 0.95% 279,653 SH
25 Gilead Sciences Incorporated GILD 375558103 $5.0M 0.95% 39,458 SH
26 Comcast Corp Class A CMCSA 20030N101 $5.0M 0.95% 202,825 SH
27 Qualcomm Incorporated QCOM 747525103 $5.0M 0.95% 26,922 SH
28 Allegion PLC Ord SHS ALLE G0176J109 $4.9M 0.94% 35,150 SH
29 Altria Group Incorporated MO 02209S103 $4.8M 0.91% 65,314 SH
30 Bristol-Myers Squibb Company BMY 110122108 $4.7M 0.90% 82,237 SH
31 Eog Res Incorporated EOG 26875P101 $4.7M 0.89% 36,089 SH
32 Newmont Corp NEM 651639106 $4.5M 0.86% 48,690 SH
33 Hasbro Incorporated HAS 418056107 $4.5M 0.86% 54,474 SH
34 Eaton Corp PLC F ETN G29183103 $4.5M 0.85% 10,521 SH
35 Capital Group Global GRWT Eqy ETF CGGO 14020X104 $4.4M 0.83% 103,584 SH
36 Amazon.Com Inc AMZN 231351060 $4.3M 0.82% 18,192 SH
37 Neos Nasdaq 100 High Income ETF QQQI 78433H675 $4.3M 0.82% 76,126 SH
38 SPDR Gold Shares ETF GLD 78463V107 $4.3M 0.82% 11,669 SH
39 Abbvie Inc ABBV 00287Y109 $4.3M 0.81% 16,983 SH
40 Lumentum HLDGS Incorporated LITE 55024U109 $4.2M 0.79% 4,843 SH
41 Ciena Corporation Com New CIEN 171779309 $4.1M 0.78% 8,375 SH
42 Marathon Pete Corp MPC 56585A102 $4.1M 0.78% 16,002 SH
43 Wal-Mart WMT 931142103 $4.1M 0.77% 35,924 SH
44 Rocket Lab Corporation RKLB 773121108 $3.8M 0.73% 37,719 SH
45 Leidos Holdings Incorporated LDOS 525327102 $3.8M 0.72% 36,848 SH
46 Neos S&P 500 High Income ETF SPYI 78433H303 $3.8M 0.72% 71,133 SH
47 Analog Devices Inc ADI 326541050 $3.3M 0.63% 8,367 SH
48 iShares MSCI EAFE ETF EFA 464287465 $3.0M 0.58% 29,299 SH
49 Pacer FDS Trust Metaurus US Large Cap QDPL 69374H436 $2.9M 0.56% 65,419 SH
50 Alphabet Inc. Class A GOOGL 02079K305 $2.8M 0.53% 7,740 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-24 $455.2M 298 0001765380-26-000227
2026-06-30 2026-08-21 $526.1M 295 0001765380-26-000412
2026-03-31 2026-05-05 $455.2M 298 0001765380-26-000163
2025-12-31 2026-01-28 $435.6M 271 0001765380-26-000049