1y return+17.5%S&P 500 +20.9%
3y return+39.4%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $126 against $157 in the S&P 500.2
West Michigan Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GNTXGentex Corp | $45.7M | 8.7% | |
| Amplify CWP Enhanced DIV Inm ETFCUSIP 321084090 | $15.6M | 3.0% | New |
| SPDFDefender Risk Adaptive 500 ETF | $14.3M | 2.7% | New |
| Apple IncCUSIP 378331000 | $13.2M | 2.5% | New |
| NVDANvidia Corp | $12.4M | 2.4% | +2.1% |
| MSFTMicrosoft | $10.0M | 1.9% | −5.1% |
| BOXXAlpha Architect 1-3 Month Box ETF | $7.7M | 1.5% | +52.8% |
| VOOVanguard S&P 500 ETF | $7.2M | 1.4% | |
| SGOViShares TR 0-3 MNTH Treasry | $7.1M | 1.4% | +43.7% |
| INTCIntel | $6.8M | 1.3% | −22.8% |
| AVGOBroadcom Inc | $6.7M | 1.3% | −5.8% |
| QQQInvesco QQQ | $6.5M | 1.2% | +46.4% |
| JPMJPMorgan Chase | $6.3M | 1.2% | +1.8% |
| Advanced Micro Device InCUSIP 790310700 | $6.1M | 1.2% | New |
| MRKMerck & Co. Inc. | $5.7M | 1.1% | +1.5% |
| SNDKSandisk Corporation | $5.6M | 1.1% | +91.3% |
| MUMicron Technology Incorporated | $5.6M | 1.1% | +131.1% |
| AppleCUSIP 378331003 | $5.4M | 1.0% | |
| COHRCoherent Corporation | $5.3M | 1.0% | +158.6% |
| American Express CoCUSIP 258161090 | $5.3M | 1.0% | New |
| WDCWestern Digital Corporation. | $5.3M | 1.0% | +165.5% |
| RVMDRevolution Medicines Inc | $5.1M | 1.0% | +232.8% |
| ITWIllinois Tool Works | $5.1M | 1.0% | +24.0% |
| HBANHuntington Bancshs | $5.0M | 1.0% | −11.1% |
| GILDGilead Sciences Incorporated | $5.0M | 0.9% | +32.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp | December 31, 2021 | +580.3% | $12.4M |
| AVGOBroadcom Inc | December 31, 2021 | +467.7% | $6.7M |
| LITELumentum HLDGS Incorporated | September 30, 2025 | +427.4% | $4.2M |
| COHRCoherent Corporation | June 30, 2025 | +342.2% | $5.3M |
| WDCWestern Digital Corporation. | December 31, 2025 | +270.8% | $5.3M |
| Eaton Corp PLC FCUSIP G29183103 | December 31, 2021 | +146.6% | $4.5M |
| RVMDRevolution Medicines Inc | December 31, 2025 | +135.1% | $5.1M |
| JPMJPMorgan Chase | December 31, 2021 | +106.7% | $6.3M |
| ABBVAbbvie Inc | December 31, 2021 | +85.8% | $4.3M |
| QQQInvesco QQQ | December 31, 2021 | +85.1% | $6.5M |
Sold off last quarter
- DIVOAmplify CWP Enhanced DIV Inm ETF was $15.2M
- AAPLApple Inc was $11.6M
- PJANInnovator U.S. Equity Power Buffer ETF - January was $7.9M
- AMZNAmazon.Com Inc was $5.3M
- AXPAmerican Express Co was $4.3M
- Technipfmc PLCCUSIP G87110105 was $3.6M
- IONSIonis Pharmaceuticals Incorporated was $3.4M
- Ftai Aviation Limited SHSCUSIP G3730V105 was $3.2M
- ADIAnalog Devices Inc was $3.1M
- Weatherford International PLC Ord SHSCUSIP G48833118 was $2.6M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.2% | +14.8% |
| March 31, 2026 | −1.3% | −4.6% |
| December 31, 2025 | −0.0% | +2.4% |
| September 30, 2025 | +9.0% | +7.8% |
| June 30, 2025 | +6.3% | +10.5% |
| March 31, 2025 | −5.8% | −4.6% |
| December 31, 2024 | −0.3% | +2.1% |
| September 30, 2024 | +1.6% | +5.4% |
| June 30, 2024 | +0.1% | +4.0% |
| March 31, 2024 | +9.0% | +10.0% |
| December 31, 2023 | +8.8% | +11.2% |
| September 30, 2023 | −1.5% | −3.6% |
| June 30, 2023 | +4.9% | +8.3% |
| March 31, 2023 | +3.8% | +7.0% |
| December 31, 2022 | +7.9% | +7.1% |
| September 30, 2022 | −5.2% | −5.3% |
| June 30, 2022 | −15.1% | −16.5% |
| March 31, 2022 | −4.7% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: West Michigan Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1909879&type=13F-HR&dateb=&owner=include&count=40CIK 1909879
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1909879/000176538026000412/Filed August 21, 2026 · accession 0001765380-26-000412