WEST MICHIGAN ADVISORS, LLC
SEC Form 13F institutional filer · CIK 0001909879
13F-HR · 163 reported holdings · 2026-03-31
Reported long-US-equity value
$0.28B
Top-10 concentration
27.4%
WEST MICHIGAN ADVISORS, LLC — $280M AUM allocation strategy
WEST MICHIGAN ADVISORS, LLC files SEC Form 13F and reports $280M of long US equity value across 163 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 18.8%, followed by Financials 5.3% and Health Care 3.4%.
The top 10 holdings account for 27% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
WEST MICHIGAN ADVISORS, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$280M
total across 163 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
27% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$CMCSA +51.8K sh · +$1.38M+$INTC +39K sh · +$1.9M+$MRK +34.9K sh · +$4.36M
Biggest trims (shares)
−$WBD −103K sh · −$3M−$HBAN −29.4K sh · −$1.05M−$PLTR −17K sh · −$3.17M
Exited to nil (held last quarter, gone now)
$TPR ($3.43M last qtr)$APH ($2.89M last qtr)$KVUE ($2.42M last qtr)$HOOD ($556K last qtr)$XLP ($503K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors7.5%—
- Technology Hardware, Storage & Peripherals5.8%—
- Systems Software3.7%—
- Diversified Banks2.0%—
- Pharmaceuticals1.9%—
- Broadline Retail1.9%—
- Regional Banks1.8%—
- Communications Equipment1.7%—
- Other holdings73.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 64.5K | $16.4M | +4.44K | 5.9% |
| $NVDA | NVIDIA Corporation | 60.8K | $10.6M | +3.3K | 3.8% |
| $MSFT | Microsoft Corporation | 28.3K | $10.5M | +3.73K | 3.7% |
| $AVGO | Broadcom Inc | 18.8K | $5.82M | +299 | 2.1% |
| $JPM | JP Morgan Chase & Co | 18.8K | $5.54M | +9 | 2.0% |
| $MRK | Merck & Company Inc | 43.8K | $5.3M | +34.9K | 1.9% |
| $AMZN | Amazon.com Inc | 25.3K | $5.26M | +1.25K | 1.9% |
…and 156 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.