West Family Investments, Inc. 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
West Family Investments, Inc. disclosed 351 US equity positions worth $425.9m in its Q4 2025 13F filing. The largest position was IAU at 8.1% of the reported book, followed by NVDA and AAPL. Against the Q3 2025 filing, it opened 0 new positions, added to 6 and reduced 35 among the top 50 holdings.
What did West Family Investments, Inc. own in Q4 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | IAU ISHARES GOLD TR | 8.1% | $34.4m | 422,171 | -7% | reduced | |
| 2 | NVDA NVIDIA CORPORATION | Technology | 4.7% | $20.0m | 107,374 | -4% | reduced |
| 3 | AAPL APPLE INC | Technology | 4.2% | $17.8m | 65,355 | -7% | reduced |
| 4 | MSFT MICROSOFT CORP | Technology | 3.6% | $15.3m | 31,687 | -6% | reduced |
| 5 | SCHP SCHWAB STRATEGIC TR | 3.5% | $15.1m | 540,734 | 11% | added | |
| 6 | TLT ISHARES TR | 3.5% | $14.9m | 133,337 | 9% | added | |
| 7 | GOOGL ALPHABET INC | Communication Services | 3.3% | $14.0m | 44,644 | -7% | reduced |
| 8 | AMZN AMAZON COM INC | Consumer Cyclical | 2.2% | $9.5m | 40,997 | -6% | reduced |
| 9 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 2.0% | $8.6m | 28,455 | -5% | reduced |
| 10 | MBB ISHARES TR | 1.8% | $7.7m | 80,697 | 0% | held | |
| 11 | AVGO BROADCOM INC | Technology | 1.6% | $6.7m | 19,374 | -2% | reduced |
| 12 | META META PLATFORMS INC | Communication Services | 1.4% | $6.1m | 9,207 | -6% | reduced |
| 13 | TSLA TESLA INC | Consumer Cyclical | 1.4% | $5.9m | 13,216 | -7% | reduced |
| 14 | EQT EQT CORP | Energy | 1.3% | $5.7m | 106,510 | 0% | held |
| 15 | EXE EXPAND ENERGY CORPORATION | Energy | 1.3% | $5.5m | 50,000 | 0% | held |
| 16 | LLY ELI LILLY & CO | Healthcare | 1.1% | $4.8m | 4,439 | 0% | held |
| 17 | JPM JPMORGAN CHASE & CO. | Financial Services | 1.0% | $4.2m | 12,998 | -15% | reduced |
| 18 | GDXJ VANECK ETF TRUST | 0.9% | $3.9m | 34,500 | 0% | held | |
| 19 | BRK/B BERKSHIRE HATHAWAY INC DEL | 0.9% | $3.7m | 7,293 | -6% | reduced | |
| 20 | WMT WALMART INC | Consumer Defensive | 0.8% | $3.4m | 30,391 | -7% | reduced |
| 21 | V VISA INC | Financial Services | 0.7% | $3.1m | 8,784 | -1% | reduced |
| 22 | EXMOC EXXON MOBIL CORP | 0.7% | $3.1m | 25,376 | -2% | reduced | |
| 23 | JNJ JOHNSON & JOHNSON | Healthcare | 0.7% | $2.9m | 14,100 | -5% | reduced |
| 24 | MA MASTERCARD INCORPORATED | Financial Services | 0.7% | $2.8m | 4,866 | -1% | reduced |
| 25 | VT VANGUARD INTL EQUITY INDEX F | 0.6% | $2.7m | 18,570 | -4% | reduced | |
| 26 | HTFL HEARTFLOW INC | Healthcare | 0.6% | $2.6m | 87,773 | 0% | held |
| 27 | CSCO CISCO SYS INC | Technology | 0.5% | $2.3m | 30,228 | -7% | reduced |
| 28 | ABBV ABBVIE INC | Healthcare | 0.5% | $2.1m | 9,085 | -10% | reduced |
| 29 | LGO LARGO INC | 0.5% | $2.1m | 2,200,845 | -50% | reduced | |
| 30 | CVS CVS HEALTH CORP | Healthcare | 0.5% | $1.9m | 24,318 | -1% | reduced |
| 31 | NFLX NETFLIX INC | Communication Services | 0.5% | $1.9m | 20,560 | 856% | added |
| 32 | COST COSTCO WHSL CORP NEW | Consumer Defensive | 0.5% | $1.9m | 2,225 | -6% | reduced |
| 33 | MU MICRON TECHNOLOGY INC | Technology | 0.4% | $1.9m | 6,577 | -11% | reduced |
| 34 | ASML ASML HOLDING N V | Technology | 0.4% | $1.9m | 1,749 | -11% | reduced |
| 35 | CRSP CRISPR THERAPEUTICS AG | Healthcare | 0.4% | $1.9m | 35,500 | 0% | held |
| 36 | PLTR PALANTIR TECHNOLOGIES INC | Technology | 0.4% | $1.8m | 10,230 | 1% | added |
| 37 | HSBC HSBC HLDGS PLC | Financial Services | 0.4% | $1.8m | 23,057 | 0% | held |
| 38 | HDB HDFC BANK LTD | Financial Services | 0.4% | $1.8m | 49,139 | -4% | reduced |
| 39 | AZN ASTRAZENECA PLC | Healthcare | 0.4% | $1.8m | 19,351 | 0% | held |
| 40 | NVS NOVARTIS AG | Healthcare | 0.4% | $1.8m | 12,722 | -2% | reduced |
| 41 | WM WASTE MGMT INC DEL | Industrials | 0.4% | $1.7m | 7,917 | -1% | reduced |
| 42 | SAP SAP SE | Technology | 0.4% | $1.7m | 7,126 | 9% | added |
| 43 | CHT CHUNGHWA TELECOM CO LTD | Communication Services | 0.4% | $1.7m | 41,331 | -14% | reduced |
| 44 | RSG REPUBLIC SVCS INC | Industrials | 0.4% | $1.7m | 8,059 | 8% | added |
| 45 | MCD MCDONALDS CORP | Consumer Cyclical | 0.4% | $1.7m | 5,534 | -15% | reduced |
| 46 | PG PROCTER AND GAMBLE CO | Consumer Defensive | 0.4% | $1.6m | 11,337 | -28% | reduced |
| 47 | KO COCA COLA CO | Consumer Defensive | 0.4% | $1.6m | 23,112 | -13% | reduced |
| 48 | MRK MERCK & CO INC | Healthcare | 0.4% | $1.6m | 15,156 | -15% | reduced |
| 49 | MCK MCKESSON CORP | Healthcare | 0.4% | $1.6m | 1,918 | -6% | reduced |
| 50 | IBN ICICI BANK LIMITED | Financial Services | 0.4% | $1.6m | 52,750 | -3% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.