Top Institutional Investors

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%), Amplify CWP Enhanced DIV Inm ETF (2.96%), SPDF (2.71%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 56 new positions and exited 59; 144 existing positions rose in reported value and 59 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.

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 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
GNTX8.7% · +1%AAPL3.5% · -0%DIVO3.0% · +0%SPDF2.7% · newNVDA2.4% · +2%MSFT1.9% · -5%BOXX1.5% · +53%VOO1.4% · -1%SGOV1.4% · +44%INTC1.3% · -23%AVGO1.3% · -6%QQQ1.2% · +46%JPM1.2% · +2%AMD1.2% · +381%MRK1.1% · +2%SNDK1.1% · +91%MU1.1% · +131%COHR1.0% · +159%SKM1.0% · newWDC1.0% · +166%RVMD1.0% · +233%ITW1.0% · +24%HBAN1.0% · -11%GILD0.9% · +32%CMCSA0.9% · +38%QCOM0.9% · -26%ALLE0.9% · +33%MO0.9% · +11%BMY0.9% · +23%EOG0.9% · +18%NEM0.9% · +14%HAS0.9% · +32%ETN0.9% · -4%CGGO0.8% · +2%AMZN0.8% · -28%QQQI0.8% · +15%GLD0.8% · +32%ABBV0.8% · -0%LITE0.8% · +327%CIEN0.8% · +230%MPC0.8% · +2%WMT0.8% · -2%RKLB0.7% · +246%LDOS0.7% · +58%SPYI0.7% · +57%ADI0.6% · -13%EFA0.6% · +11%QDPL0.6% · -3%GOOGL0.5% · -52%CB0.5% · -0%JCI0.5% · -4%JNJ0.5% · +1%LLY0.5% · -5%VZ0.5% · -5%CRM0.5% · -1%Applied Matls0.5% · newIWF0.5% · +254%NEE0.5% · -8%MSI0.5% · +6%META0.4% · -10%

Box 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 value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated 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 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 27.6%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

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.

WEST MICHIGAN ADVISORS, LLC 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 Gentex Corp GNTX 371901109 $45.7M 8.68% 1,807,608 SH
2 Amplify CWP Enhanced DIV Inm ETF — 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 AXP 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
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