AI Portfolio Summary
In 2026 Q1, WEST BANCORPORATION INC maintained a portfolio of 106 distinct positions. They heavily accumulated shares in ISHARES Tr, increasing their position by 19.4%. The fund also reduced its exposure to Cisco Systems INC by 17.5%.
Total Positions
106
Quarter
2026 Q1
Top Holding
IWF (7.9%)
Top 10 Concentration
55.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 106
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IWF
ISHARES Tr
|
ETF | 7.85% | 7.67% |
#1
Prev: #1
|
7.1 | 5,986 | 19.4% |
P
S
|
36,906 | $15,736,718 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
IWD
ISHARES Tr
|
ETF | 7.80% | 7.37% |
#2
Prev: #2
|
6.6 | 6,274 | 9.4% |
P
S
|
73,131 | $15,625,901 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VYM
Vanguard Whiteh...
|
ETF | 6.54% | 5.58% |
#3
Prev: #3
|
5.6 | 14,406 | 19.4% |
P
S
|
88,546 | $13,113,663 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VYMI
Vanguard Whiteh...
|
Bond/Debt | 6.26% | 5.02% |
#4
1
Prev: #5
|
5.5 | 26,692 | 25.1% |
P
S
|
133,241 | $12,556,632 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VOO
Vanguard Index ...
|
ETF | 5.21% | 5.56% |
#5
1
Prev: #4
|
3.1 | 549 | 3.2% |
P
S
|
17,479 | $10,444,576 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
IWR
ISHARES Tr
|
ETF | 5.15% | 4.53% |
#6
2
Prev: #8
|
4.1 | 16,222 | 18.1% |
P
S
|
106,076 | $10,313,769 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
WTBA
West Bancorpora...
|
Financial Services | 4.96% | 4.90% |
#7
1
Prev: #6
|
2.5 | -3,400 | -0.8% |
P
S
|
418,161 | $9,948,050 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
IVV
ISHARES Tr
|
ETF | 4.34% | 4.73% |
#8
1
Prev: #7
|
2.2 | 117 | 0.9% |
P
S
|
13,302 | $8,688,999 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
SPY
SPDR S&P 500 EF...
|
ETF | 4.11% | 4.53% |
#9
Prev: #9
|
2.6 | no change | no change |
P
S
|
12,676 | $8,243,710 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VUG
Vanguard Index ...
|
Warrant | 3.39% | 3.49% |
#10
Prev: #10
|
3.4 | 1,915 | 14.0% |
P
S
|
15,554 | $6,793,832 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VB
Vanguard Index ...
|
ETF | 3.09% | 3.09% |
#11
Prev: #11
|
1.7 | 828 | 3.6% |
P
S
|
23,672 | $6,200,170 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VEA
Vanguard Tax-Ma...
|
ETF | 2.75% | 2.72% |
#12
Prev: #12
|
1.6 | 2,839 | 3.4% |
P
S
|
86,009 | $5,511,457 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VO
Vanguard Index ...
|
ETF | 2.29% | 1.89% |
#13
4
Prev: #17
|
3.4 | 3,555 | 28.7% |
P
S
|
15,959 | $4,583,106 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
AAPL
Apple INC
|
Technology | 2.17% | 2.41% |
#14
Prev: #14
|
1.4 | 161 | 0.9% |
P
S
|
17,109 | $4,342,093 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
BAM
Brookfield Asse...
|
Financial Services | 2.06% | 2.56% |
#15
2
Prev: #13
|
1.8 | no change | no change |
P
S
|
93,091 | $4,137,895 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
QQQ
Invesco Qqq Tru...
|
ETF | 1.74% | 1.95% |
#16
Prev: #16
|
1.7 | no change | no change |
P
S
|
6,051 | $3,492,516 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
MSFT
Microsoft Corp
|
Technology | 1.70% | 2.34% |
#17
2
Prev: #15
|
1.2 | -65 | -0.7% |
P
S
|
9,183 | $3,399,271 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VTV
Vanguard Index ...
|
ETF | 1.53% | 1.53% |
#18
Prev: #18
|
1.1 | 375 | 2.5% |
P
S
|
15,650 | $3,070,530 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VEU
Vanguard Intl E...
|
ETF | 1.50% | 1.24% |
#19
3
Prev: #22
|
3.1 | 7,638 | 23.7% |
P
S
|
39,911 | $2,997,316 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
IWM
ISHARES Tr
|
ETF | 1.37% | 1.51% |
#20
1
Prev: #19
|
1.0 | -625 | -5.3% |
P
S
|
11,087 | $2,749,576 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
ACWI
ISHARES MSCI AC...
|
ETF | 1.23% | 1.18% |
#21
2
Prev: #23
|
2.5 | 1,901 | 11.9% |
P
S
|
17,881 | $2,474,194 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VIG
Vanguard specia...
|
ETF | 1.04% | 1.29% |
#22
2
Prev: #20
|
0.9 | -1,522 | -13.6% |
P
S
|
9,710 | $2,088,233 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
JPM
JPMORGAN Chase ...
|
Financial Services | 0.97% | 1.27% |
#23
2
Prev: #21
|
0.9 | -901 | -12.0% |
P
S
|
6,600 | $1,941,456 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
GOOG
Alphabet INC
|
Communication Services | 0.91% | 1.05% |
#24
Prev: #24
|
0.9 | -5 | -0.1% |
P
S
|
6,364 | $1,825,577 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
SCHD
Schwab Strategi...
|
ETF | 0.83% | 0.80% |
#25
2
Prev: #27
|
0.8 | -1,071 | -1.9% |
P
S
|
54,520 | $1,672,674 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
NVDA
Nvidia Corp
|
Technology | 0.73% | 0.82% |
#26
1
Prev: #25
|
0.8 | 12 | 0.1% |
P
S
|
8,374 | $1,460,426 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
IEFA
ISHARES Tr
|
ETF | 0.73% | 0.80% |
#27
1
Prev: #26
|
0.8 | -1,075 | -6.3% |
P
S
|
16,065 | $1,454,364 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
COST
Costco Wholesal...
|
Consumer Defensive | 0.65% | 0.59% |
#28
3
Prev: #31
|
0.8 | -1 | -0.1% |
P
S
|
1,310 | $1,305,323 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
AMZN
Amazon com INC
|
Consumer Cyclical | 0.61% | 0.71% |
#29
1
Prev: #28
|
0.7 | -22 | -0.4% |
P
S
|
5,842 | $1,216,713 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
META
Meta Platforms ...
|
Communication Services | 0.54% | 0.65% |
#30
1
Prev: #29
|
0.7 | -3 | -0.2% |
P
S
|
1,880 | $1,075,604 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
ABBV
Abbvie INC
|
Healthcare | 0.54% | 0.60% |
#31
1
Prev: #30
|
0.7 | -75 | -1.5% |
P
S
|
4,940 | $1,074,401 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
MCD
Mcdonalds Corp
|
Consumer Cyclical | 0.52% | 0.55% |
#32
1
Prev: #33
|
0.7 | -59 | -1.7% |
P
S
|
3,362 | $1,044,876 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
WMT
Walmart INC
|
Consumer Defensive | 0.52% | 0.47% |
#33
3
Prev: #36
|
0.7 | 390 | 4.9% |
P
S
|
8,400 | $1,043,952 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
ADX
Adams Diversifi...
|
Financial Services | 0.51% | 0.57% |
#34
2
Prev: #32
|
1.2 | no change | no change |
P
S
|
46,890 | $1,026,422 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
PFG
Principal Finan...
|
Financial Services | 0.48% | 0.49% |
#35
1
Prev: #34
|
1.2 | no change | no change |
P
S
|
10,610 | $956,067 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
SO
Southern CO
|
Utilities | 0.47% | 0.38% |
#36
6
Prev: #42
|
2.2 | 1,531 | 18.5% |
P
S
|
9,816 | $947,440 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
RSP
Invesco Exchang...
|
Unknown | 0.42% | 0.25% |
#37
17
Prev: #54
|
3.2 | 1,872 | 75.6% |
P
S
|
4,347 | $834,276 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
BRK/B
Berkshire Hatha...
|
Financial Services | 0.40% | 0.44% |
#38
1
Prev: #37
|
1.2 | no change | no change |
P
S
|
1,678 | $804,098 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
RPG
Invesco Exch Tr...
|
Warrant | 0.40% | 0.42% |
#39
1
Prev: #38
|
1.2 | no change | no change |
P
S
|
17,164 | $802,245 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
WFC
Wells Fargo CO
|
Financial Services | 0.39% | 0.48% |
#40
5
Prev: #35
|
1.2 | no change | no change |
P
S
|
9,826 | $782,248 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
ROST
Ross Stores INC
|
Consumer Cyclical | 0.37% | 0.32% |
#41
6
Prev: #47
|
1.1 | no change | no change |
P
S
|
3,439 | $744,991 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
PEP
Pepsico INC
|
Consumer Defensive | 0.36% | 0.40% |
#42
2
Prev: #40
|
0.6 | -719 | -13.4% |
P
S
|
4,640 | $720,546 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VOOV
Vanguard Admira...
|
ETF | 0.35% | 0.37% |
#43
Prev: #43
|
1.1 | no change | no change |
P
S
|
3,450 | $703,076 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
JEPI
J P MORGAN Exch...
|
ETF | 0.34% | 0.37% |
#44
Prev: #44
|
0.6 | -350 | -2.8% |
P
S
|
11,950 | $677,326 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
CSCO
Cisco Systems I...
|
Technology | 0.32% | 0.41% |
#45
6
Prev: #39
|
0.6 | -1,775 | -17.5% |
P
S
|
8,385 | $650,592 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
ITOT
ISHARES Tr
|
ETF | 0.32% | 0.36% |
#46
1
Prev: #45
|
0.6 | -45 | -1.0% |
P
S
|
4,513 | $642,787 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
LLY
Eli Lilly And C...
|
Healthcare | 0.31% | 0.40% |
#47
6
Prev: #41
|
0.6 | -44 | -6.2% |
P
S
|
670 | $616,246 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
PRF
Invesco Exchang...
|
ETF | 0.31% | 0.32% |
#48
Prev: #48
|
1.1 | no change | no change |
P
S
|
12,942 | $615,133 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VOT
Vanguard Mid-ca...
|
ETF | 0.30% | 0.34% |
#49
3
Prev: #46
|
1.1 | no change | no change |
P
S
|
2,318 | $596,537 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
PFE
Pfizer INC
|
Healthcare | 0.28% | 0.28% |
#50
1
Prev: #51
|
0.6 | -1,575 | -7.4% |
P
S
|
19,775 | $555,282 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 |
Showing 1-50 of 106 holdings