Q2 2026 13F · SEC CIK 1568303

West Family Investments, Inc.

Family officeFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $345.0M
Reported positions: 468
Top holdings a year, 3 yrs: +15.3%
Average holding period: 3.1 yrs

West Family Investments, Inc. is a family office that reported 468 positions worth $345.0M in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Nvidia Corporation Com (NVDA, 4.5%), Ishares (IEMG, 3.8%), Apple Inc (AAPL, 3.7%). A portfolio copying its top holdings returned 15.3% a year over the last 3 years, against 20.4% for the S&P 500.

West Family Investments, Inc. holdings largest 50 of 468 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

West Family Investments, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation Com	4.5%	4.0%	76,955	+18.5%	$15.4M
IEMGIshares	3.8%	—	159,437	—	$13.2M
AAPLApple Inc	3.7%	3.7%	44,337	+5.3%	$12.8M
MSFTMicrosoft Corp	2.6%	2.5%	24,135	+26.2%	$9.0M
GOOGLAlphabet Inc	2.6%	2.5%	24,935	+1.9%	$8.9M
TSMTaiwan Semiconductor Manufac	2.1%	1.8%	15,323	+0.5%	$7.3M
AMZNAmazon Com Inc Com	1.9%	1.9%	27,814	+6.6%	$6.6M
MUMicron Technology Inc	1.7%	0.6%	5,055	-4.2%	$5.8M
IEFAIshares Core Msci Eafe ETF	1.6%	—	58,233	—	$5.6M
AVGOBroadcom Inc	1.6%	1.3%	14,519	+21.0%	$5.5M
TSLATesla Inc Com	1.1%	0.9%	8,985	+26.0%	$3.8M
METAMeta Platforms Inc Class A	1.1%	1.1%	6,654	+20.5%	$3.7M
LLYLilly Eli & Co	1.0%	0.8%	2,795	+8.1%	$3.4M
AMDAdvanced Micro Devices Inc	0.8%	—	4,922	—	$2.9M
BRK-BBerkshire Hathaway Inc Del	0.8%	0.9%	5,634	+2.3%	$2.8M
JPMJpmorgan Chase & Co	0.8%	0.4%	8,256	+92.0%	$2.7M
CSCOCisco Sys Inc	0.8%	0.6%	22,743	+0.7%	$2.7M
UMCUnited Microelectronics Corp	0.7%	0.4%	92,392	-26.3%	$2.5M
JNJJohnson & Johnson	0.7%	0.8%	9,824	+0.3%	$2.5M
GOOGAlphabet Inc	0.7%	—	6,361	—	$2.2M
INTCIntel Corp	0.6%	—	15,594	—	$2.2M
VVisa Inc Com Cl A	0.6%	0.6%	6,337	+9.4%	$2.2M
ASMLAsml Hldg NV	0.6%	0.4%	1,090	+12.6%	$2.2M
AMATApplied Matls Inc	0.5%	—	2,463	—	$1.8M
GEGe Aerospace	0.5%	—	4,721	—	$1.8M
XOMExxon Mobil Corp	0.5%	0.7%	12,810	+10.3%	$1.8M
KOCoca Cola Co	0.5%	0.5%	21,005	+8.9%	$1.7M
LRCXLam Research Corp	0.5%	—	3,787	—	$1.6M
MRKMerck & Co. Inc	0.5%	0.5%	12,703	+1.5%	$1.6M
CATCaterpillar Inc Com	0.5%	—	1,461	—	$1.6M
WMTWalmart Inc	0.5%	0.7%	13,700	-13.0%	$1.6M
WMWaste Mgmt Inc Del	0.4%	0.6%	6,903	+0.2%	$1.5M
CHTChunghwa Telecom Co Ltd	0.4%	0.5%	34,531	-1.5%	$1.5M
MAMastercard Inc.	0.4%	0.5%	2,951	+1.5%	$1.5M
PGProcter & Gamble Co Com	0.4%	0.5%	9,405	-7.2%	$1.4M
STXSeagate Technology Hldngs Pl	0.4%	—	1,397	—	$1.3M
IBNIcici Bank Limited	0.4%	0.4%	45,820	+0.5%	$1.3M
UNHUnitedhealth Group Inc Com	0.4%	—	3,100	—	$1.3M
CVXChevron Corp New	0.4%	0.3%	7,766	+68.8%	$1.3M
MCDMcdonalds Corp Com	0.4%	0.5%	4,739	-0.6%	$1.3M
WDCWestern Digital Corp	0.4%	—	1,986	—	$1.3M
IBMInternational Business Machs	0.4%	—	4,412	—	$1.2M
HDHome Depot Inc Com	0.4%	—	3,490	—	$1.2M
RTXRtx Corporation Com	0.3%	—	6,207	—	$1.2M
HSBCHsbc Hldgs PLC	0.3%	—	12,240	—	$1.2M
ASXAse Technology Hldg Co Ltd	0.3%	—	25,571	—	$1.2M
PEPPepsico Inc	0.3%	—	8,267	—	$1.1M
MAAMid-America Apartment Communities Inc	0.3%	—	7,697	—	$1.1M
VZVerizon Communications Inc Com	0.3%	0.4%	25,209	+1.7%	$1.1M
RYRoyal Bank of Canada	0.3%	—	5,078	—	$1.1M

What West Family Investments, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.5% /yr; S&P 500 +20.1%
3 years: +15.3% /yr; S&P 500 +20.4%
5 years: +6.3% /yr; S&P 500 +16.9%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$345.0M	468
Q1 2026	$285.2M	259
Q4 2025	$425.9M	351
Q3 2025	$444.8M	377
Q2 2025	$383.2M	367
Q1 2025	$265.5M	272
Q4 2024	$287.0M	284
Q3 2024	$293.7M	293
Q2 2024	$333.5M	252
Q1 2024	$322.3M	259
Q4 2023	$295.3M	236
Q3 2023	$286.7M	227

Questions about West Family Investments, Inc.'s portfolio

What stocks does West Family Investments, Inc. own?

West Family Investments, Inc.'s latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 468 positions worth $345.0M. The largest are Nvidia Corporation Com (NVDA) at 4.5%, Ishares (IEMG) at 3.8%, Apple Inc (AAPL) at 3.7%, Microsoft Corp (MSFT) at 2.6% and Alphabet Inc (GOOGL) at 2.6%.

What did West Family Investments, Inc. buy last quarter?

In Q2 2026, West Family Investments, Inc. added Jpmorgan Chase & Co (JPM) (+92.0% shares), Chevron Corp New (CVX) (+68.8% shares) and Microsoft Corp (MSFT) (+26.2% shares), compared with its Q1 2026 filing.

What did West Family Investments, Inc. sell last quarter?

In Q2 2026, West Family Investments, Inc. cut from its top 50 Ishares Gold Trust (IAU), cut from its top 50 Schwab Strategic Tr (SCHP), cut from its top 50 Ishares 20 Year Treasury Bond ETF (TLT), cut from its top 50 Ishares Tr (MBB), cut from its top 50 EQT Corp (EQT), United Microelectronics Corp (UMC) (-26.3% shares), Walmart Inc (WMT) (-13.0% shares) and Procter & Gamble Co Com (PG) (-7.2% shares), compared with its Q1 2026 filing.

How has West Family Investments, Inc.'s portfolio performed?

A portfolio copying West Family Investments, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.5% against +20.1%. Over 5 years: +6.3% a year against +16.9%.

When is West Family Investments, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. West Family Investments, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.