2026 Q2 Portfolio Activity
In 2026 Q2, WEST MICHIGAN ADVISORS, LLC maintained a portfolio of 296 distinct positions. They heavily accumulated shares in Apple Inc, increasing the position by 146.6%. The fund also reduced its exposure to Apple Inc by 59.4%.
Position History
hover any row below to update
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Total Positions
296
Quarter
2026 Q2
Top Holding
GNTX (8.6%)
Top 10 Concentration
25.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 296
WEST MICHIGAN ADVISORS, LLC Full Holdings List — 2026 Q2
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GNTX
Gentex Corp
|
Consumer Cyclical | 8.61% | 8.61% |
#1
Prev: #1
|
6.4 |
—
|
no change | no change |
P
S
|
1,792,935 | $39,175,623 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
DIVO
Amplify CWP Enh...
|
ETF | 3.34% | 3.34% |
#2
Prev: #2
|
3.8 |
—
|
no change | no change |
P
S
|
339,021 | $15,205,073 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AAPL
Apple Inc
|
Technology | 2.56% | 2.56% |
#3
Prev: #3
|
3.0 |
—
|
no change | no change |
P
S
|
45,869 | $11,641,215 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
NVDA
Nvidia Corp
|
Technology | 2.33% | 2.33% |
#4
Prev: #4
|
2.4 |
—
|
no change | no change |
P
S
|
60,813 | $10,606,393 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
MSFT
Microsoft
|
Technology | 2.30% | 2.30% |
#5
Prev: #5
|
2.4 |
—
|
no change | no change |
P
S
|
28,328 | $10,486,096 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
PJAN
Innovator U.S. ...
|
ETF | 1.73% | 1.73% |
#6
Prev: #6
|
1.7 |
—
|
no change | no change |
P
S
|
171,045 | $7,890,306 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VOO
Vanguard S&P 50...
|
ETF | 1.39% | 1.39% |
#7
Prev: #7
|
1.6 |
—
|
no change | no change |
P
S
|
10,591 | $6,328,493 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AVGO
Broadcom Inc
|
Technology | 1.28% | 1.28% |
#8
Prev: #8
|
1.5 |
—
|
no change | no change |
P
S
|
18,798 | $5,818,042 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
JPM
JPMorgan Chase
|
Financial Services | 1.22% | 1.22% |
#9
Prev: #9
|
1.5 |
—
|
no change | no change |
P
S
|
18,844 | $5,543,070 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
MRK
Merck & Co. Inc...
|
Healthcare | 1.17% | 1.17% |
#10
Prev: #10
|
1.5 |
—
|
no change | no change |
P
S
|
43,790 | $5,303,330 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AMZN
Amazon.Com Inc
|
Consumer Cyclical | 1.16% | 1.16% |
#11
Prev: #11
|
1.5 |
—
|
no change | no change |
P
S
|
25,272 | $5,263,399 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
BOXX
Alpha Architect...
|
ETF | 1.10% | 1.10% |
#12
Prev: #12
|
1.4 |
—
|
no change | no change |
P
S
|
43,106 | $5,012,797 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
HBAN
Huntington Banc...
|
Financial Services | 1.09% | 1.09% |
#13
Prev: #13
|
1.4 |
—
|
no change | no change |
P
S
|
314,682 | $4,974,150 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
SGOV
iShares TR 0-3 ...
|
ETF | 1.09% | 1.09% |
#14
Prev: #14
|
1.4 |
—
|
no change | no change |
P
S
|
49,179 | $4,950,395 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
QCOM
Qualcomm Incorp...
|
Technology | 1.03% | 1.03% |
#16
Prev: #16
|
1.4 |
—
|
no change | no change |
P
S
|
36,522 | $4,703,357 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
CSCO
Cisco Systems
|
Technology | 1.03% | 1.03% |
#17
Prev: #17
|
1.4 |
—
|
no change | no change |
P
S
|
60,514 | $4,695,317 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
GOOGL
Alphabet Inc. C...
|
Communication Services | 1.03% | 1.03% |
#18
Prev: #18
|
1.4 |
—
|
no change | no change |
P
S
|
16,244 | $4,671,039 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
NEM
Newmont Corp
|
Basic Materials | 1.02% | 1.02% |
#19
Prev: #19
|
1.4 |
—
|
no change | no change |
P
S
|
42,687 | $4,620,881 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
WMT
Wal-Mart
|
Consumer Defensive | 1.00% | 1.00% |
#20
Prev: #20
|
1.4 |
—
|
no change | no change |
P
S
|
36,564 | $4,553,168 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
EOG
Eog Res Incorpo...
|
Energy | 0.97% | 0.97% |
#21
Prev: #21
|
1.4 |
—
|
no change | no change |
P
S
|
30,684 | $4,435,943 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AXP
American Expres...
|
Financial Services | 0.94% | 0.94% |
#22
Prev: #22
|
1.4 |
—
|
no change | no change |
P
S
|
14,126 | $4,272,809 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
CMCSA
Comcast Corp Cl...
|
Communication Services | 0.93% | 0.93% |
#23
Prev: #23
|
1.4 |
—
|
no change | no change |
P
S
|
147,320 | $4,229,560 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
GILD
Gilead Sciences...
|
Healthcare | 0.91% | 0.91% |
#24
Prev: #24
|
1.4 |
—
|
no change | no change |
P
S
|
29,796 | $4,152,683 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
BMY
Bristol-Myers S...
|
Healthcare | 0.89% | 0.89% |
#25
Prev: #25
|
1.4 |
—
|
no change | no change |
P
S
|
66,662 | $4,043,050 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
MO
Altria Group In...
|
Consumer Defensive | 0.87% | 0.87% |
#26
Prev: #26
|
1.3 |
—
|
no change | no change |
P
S
|
58,886 | $3,948,118 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
ITW
Illinois Tool W...
|
Industrials | 0.86% | 0.86% |
#27
Prev: #27
|
1.3 |
—
|
no change | no change |
P
S
|
15,025 | $3,935,109 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
ETN
Eaton Corp PLC ...
|
Industrials | 0.86% | 0.86% |
#28
Prev: #28
|
1.3 |
—
|
no change | no change |
P
S
|
10,906 | $3,900,891 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
HAS
Hasbro Incorpor...
|
Consumer Cyclical | 0.85% | 0.85% |
#29
Prev: #29
|
1.3 |
—
|
no change | no change |
P
S
|
41,271 | $3,862,966 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
ALLE
Allegion PLC Or...
|
Industrials | 0.84% | 0.84% |
#30
Prev: #30
|
1.3 |
—
|
no change | no change |
P
S
|
26,428 | $3,839,684 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
GLD
SPDR Gold Share...
|
ETF | 0.84% | 0.84% |
#31
Prev: #31
|
1.3 |
—
|
no change | no change |
P
S
|
8,872 | $3,817,533 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
MPC
Marathon Pete C...
|
Energy | 0.84% | 0.84% |
#32
Prev: #32
|
1.3 |
—
|
no change | no change |
P
S
|
15,617 | $3,813,476 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
CAT
Caterpillar
|
Industrials | 0.83% | 0.83% |
#33
Prev: #33
|
1.3 |
—
|
no change | no change |
P
S
|
5,308 | $3,760,552 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
ABBV
Abbvie Inc
|
Healthcare | 0.81% | 0.81% |
#34
Prev: #34
|
1.3 |
—
|
no change | no change |
P
S
|
17,032 | $3,704,312 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
LDOS
Leidos Holdings...
|
Technology | 0.80% | 0.80% |
#35
Prev: #35
|
1.3 |
—
|
no change | no change |
P
S
|
23,346 | $3,630,738 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
FTI
Technipfmc PLC
|
Energy | 0.80% | 0.80% |
#36
Prev: #36
|
1.3 |
—
|
no change | no change |
P
S
|
52,328 | $3,620,039 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
QQQ
Invesco QQQ
|
ETF | 0.76% | 0.76% |
#37
Prev: #37
|
1.3 |
—
|
no change | no change |
P
S
|
6,007 | $3,467,014 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
FIVE
Five Below Inco...
|
Consumer Cyclical | 0.74% | 0.74% |
#38
Prev: #38
|
1.3 |
—
|
no change | no change |
P
S
|
14,810 | $3,383,789 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
CGGO
Capital Group G...
|
ETF | 0.74% | 0.74% |
#39
Prev: #39
|
1.3 |
—
|
no change | no change |
P
S
|
101,119 | $3,374,346 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
IONS
Ionis Pharmaceu...
|
Healthcare | 0.74% | 0.74% |
#40
Prev: #40
|
1.3 |
—
|
no change | no change |
P
S
|
44,614 | $3,350,065 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
QQQI
Neos Nasdaq 100...
|
ETF | 0.72% | 0.72% |
#41
Prev: #41
|
1.3 |
—
|
no change | no change |
P
S
|
66,403 | $3,299,573 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
FTAI
Ftai Aviation L...
|
Industrials | 0.71% | 0.71% |
#42
Prev: #42
|
1.3 |
—
|
no change | no change |
P
S
|
13,109 | $3,211,741 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VZ
Verizon
|
Communication Services | 0.71% | 0.71% |
#43
Prev: #43
|
1.3 |
—
|
no change | no change |
P
S
|
63,944 | $3,209,977 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
CRM
Salesforce
|
Technology | 0.68% | 0.68% |
#44
Prev: #44
|
1.3 |
—
|
no change | no change |
P
S
|
16,527 | $3,085,056 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
ADI
Analog Devices ...
|
Technology | 0.67% | 0.67% |
#45
Prev: #45
|
1.3 |
—
|
no change | no change |
P
S
|
9,635 | $3,065,382 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
INTC
Intel
|
Technology | 0.61% | 0.61% |
#46
Prev: #46
|
1.2 |
—
|
no change | no change |
P
S
|
63,104 | $2,784,780 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
NEE
Nextera Energy ...
|
Utilities | 0.61% | 0.61% |
#47
Prev: #47
|
1.2 |
—
|
no change | no change |
P
S
|
29,708 | $2,759,310 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
QDPL
Pacer FDS Trust...
|
ETF | 0.60% | 0.60% |
#48
Prev: #48
|
1.2 |
—
|
no change | no change |
P
S
|
67,472 | $2,721,549 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
META
Meta Platforms ...
|
Communication Services | 0.58% | 0.58% |
#49
Prev: #49
|
1.2 |
—
|
no change | no change |
P
S
|
4,628 | $2,647,817 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
WFRD
Weatherford Int...
|
Energy | 0.58% | 0.58% |
#50
Prev: #50
|
1.2 |
—
|
no change | no change |
P
S
|
27,977 | $2,646,065 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
ELAN
Elanco Animal H...
|
Healthcare | 0.58% | 0.58% |
#51
Prev: #51
|
1.2 |
—
|
no change | no change |
P
S
|
109,903 | $2,629,979 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 |
Showing 1-50 of 296 holdings