West Family Investments, Inc. 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
West Family Investments, Inc. disclosed 259 US equity positions worth $285.2m in its Q1 2026 13F filing. The largest position was IAU at 11.9% of the reported book, followed by SCHP and TLT.
What did West Family Investments, Inc. own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | IAU ISHARES GOLD TR | 11.9% | $34.1m | 384,343 | – | ||
| 2 | SCHP SCHWAB STRATEGIC TR | 6.0% | $17.0m | 609,276 | – | ||
| 3 | TLT ISHARES TR | 5.8% | $16.7m | 152,632 | – | ||
| 4 | NVDA NVIDIA CORPORATION | Technology | 4.0% | $11.3m | 64,933 | – | |
| 5 | AAPL APPLE INC | Technology | 3.7% | $10.7m | 42,092 | – | |
| 6 | MBB ISHARES TR | 2.7% | $7.7m | 80,697 | – | ||
| 7 | MSFT MICROSOFT CORP | Technology | 2.5% | $7.1m | 19,119 | – | |
| 8 | GOOGL ALPHABET INC | Communication Services | 2.5% | $7.0m | 24,481 | – | |
| 9 | EQT EQT CORP | Energy | 2.3% | $6.6m | 103,500 | – | |
| 10 | EXE EXPAND ENERGY CORPORATION | Energy | 1.9% | $5.5m | 50,000 | – | |
| 11 | AMZN AMAZON COM INC | Consumer Cyclical | 1.9% | $5.4m | 26,080 | – | |
| 12 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 1.8% | $5.2m | 15,244 | – | |
| 13 | GDXJ VANECK ETF TRUST | 1.5% | $4.1m | 34,500 | – | ||
| 14 | AVGO BROADCOM INC | Technology | 1.3% | $3.7m | 11,998 | – | |
| 15 | META META PLATFORMS INC | Communication Services | 1.1% | $3.2m | 5,522 | – | |
| 16 | VT VANGUARD INTL EQUITY INDEX F | 0.9% | $2.7m | 18,570 | – | ||
| 17 | TSLA TESLA INC | Consumer Cyclical | 0.9% | $2.7m | 7,131 | – | |
| 18 | BRK/B BERKSHIRE HATHAWAY INC DEL | 0.9% | $2.6m | 5,505 | – | ||
| 19 | LGO LARGO INC | 0.9% | $2.5m | 2,200,845 | – | ||
| 20 | JNJ JOHNSON & JOHNSON | Healthcare | 0.8% | $2.4m | 9,793 | – | |
| 21 | LLY ELI LILLY & CO | Healthcare | 0.8% | $2.4m | 2,586 | – | |
| 22 | EXMOC EXXON MOBIL CORP | 0.7% | $2.0m | 11,611 | – | ||
| 23 | WMT WALMART INC | Consumer Defensive | 0.7% | $2.0m | 15,746 | – | |
| 24 | MU MICRON TECHNOLOGY INC | Technology | 0.6% | $1.8m | 5,274 | – | |
| 25 | CSCO CISCO SYS INC | Technology | 0.6% | $1.8m | 22,588 | – | |
| 26 | V VISA INC | Financial Services | 0.6% | $1.7m | 5,790 | – | |
| 27 | CRSP CRISPR THERAPEUTICS AG | Healthcare | 0.6% | $1.7m | 35,500 | – | |
| 28 | CVS CVS HEALTH CORP | Healthcare | 0.6% | $1.7m | 22,999 | – | |
| 29 | WM WASTE MGMT INC DEL | Industrials | 0.6% | $1.6m | 6,889 | – | |
| 30 | MRK MERCK & CO INC | Healthcare | 0.5% | $1.5m | 12,516 | – | |
| 31 | MCD MCDONALDS CORP | Consumer Cyclical | 0.5% | $1.5m | 4,769 | – | |
| 32 | CHT CHUNGHWA TELECOM CO LTD | Communication Services | 0.5% | $1.5m | 35,073 | – | |
| 33 | KO COCA COLA CO | Consumer Defensive | 0.5% | $1.5m | 19,295 | – | |
| 34 | PG PROCTER & GAMBLE CO | Consumer Defensive | 0.5% | $1.5m | 10,134 | – | |
| 35 | MA MASTERCARD INCORPORATED | Financial Services | 0.5% | $1.5m | 2,907 | – | |
| 36 | AZN ASTRAZENECA PLC | Healthcare | 0.5% | $1.4m | 7,120 | – | |
| 37 | ASML ASML HLDG NV | Technology | 0.4% | $1.3m | 968 | – | |
| 38 | JPM JPMORGAN CHASE & CO | Financial Services | 0.4% | $1.3m | 4,301 | – | |
| 39 | VZ VERIZON COMMUNICATIONS INC | Communication Services | 0.4% | $1.2m | 24,781 | – | |
| 40 | COST COSTCO WHOLESALE CORPORATION | Consumer Defensive | 0.4% | $1.2m | 1,185 | – | |
| 41 | IBN ICICI BANK LIMITED | Financial Services | 0.4% | $1.2m | 45,580 | – | |
| 42 | UMC UNITED MICROELECTRONICS CORP | Technology | 0.4% | $1.1m | 125,324 | – | |
| 43 | ABBV ABBVIE INC | Healthcare | 0.4% | $1.1m | 4,870 | – | |
| 44 | SO SOUTHERN CO | Utilities | 0.4% | $1.0m | 10,635 | – | |
| 45 | COR CENCORA INC | Healthcare | 0.4% | $1.0m | 3,262 | – | |
| 46 | ED CONSOLIDATED EDISON INC | Utilities | 0.4% | $1.0m | 9,048 | – | |
| 47 | LIN LINDE PLC | Basic Materials | 0.3% | $988.0k | 1,993 | – | |
| 48 | PLTR PALANTIR TECHNOLOGIES INC | Technology | 0.3% | $956.5k | 6,539 | – | |
| 49 | CVX CHEVRON CORPORATION | Energy | 0.3% | $952.2k | 4,602 | – | |
| 50 | NVS NOVARTIS AG | Healthcare | 0.3% | $947.5k | 6,203 | – |
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.