# WEST MICHIGAN ADVISORS, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1909879. Source: https://holderbook.com/funds/1909879-west-michigan-advisors-llc/

- Reported value: $981.3M
- Positions: 354
- Weight of the ten largest: 23.0%
- Filed: 2026-07-24

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| GENTEX CORP | [GNTX](https://holderbook.com/stocks/GNTX/) | $84.9M | 3,600,543 | 8.6% | 19 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $23.0M | 122,888 | 2.3% | 19 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $20.5M | 55,211 | 2.1% | 19 |
| FIDELITY COVINGTON TRUST | - | $15.6M | 340,800 | 1.6% | 1 |
| AMPLIFY ETF TR | [DIVO](https://holderbook.com/stocks/DIVO/) | $15.2M | 339,021 | 1.5% | 19 |
|  | - | $14.3M | 519,876 | 1.5% | 1 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $13.5M | 21,100 | 1.4% | 19 |
| APPLE INC COM | - | $13.2M | 45,583 | 1.3% | 1 |
| EA SERIES TRUST | [BOXX](https://holderbook.com/stocks/BOXX/) | $12.7M | 108,974 | 1.3% | 4 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $12.5M | 36,504 | 1.3% | 19 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $12.1M | 119,844 | 1.2% | 7 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $11.8M | 38,022 | 1.2% | 19 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $11.6M | 45,869 | 1.2% | 19 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $11.1M | 88,228 | 1.1% | 19 |
| Apple Inc. | - | $10.1M | 37,200 | 1.0% | 5 |
| HUNTINGTON BANCSHARES INC | [HBAN](https://holderbook.com/stocks/HBAN/) | $10.0M | 594,335 | 1.0% | 19 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $9.9M | 14,803 | 1.0% | 19 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $9.7M | 63,444 | 1.0% | 19 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $9.6M | 111,789 | 1.0% | 4 |
| COMCAST CORP NEW | [CMCSA](https://holderbook.com/stocks/CMCSA/) | $9.2M | 350,145 | 0.9% | 6 |
| NEWMONT CORP | [NEM](https://holderbook.com/stocks/NEM/) | $9.2M | 91,377 | 0.9% | 5 |
| GILEAD SCIENCES INC | [GILD](https://holderbook.com/stocks/GILD/) | $9.1M | 69,254 | 0.9% | 6 |
| EOG RES INC | [EOG](https://holderbook.com/stocks/EOG/) | $9.1M | 66,773 | 0.9% | 4 |
| ILLINOIS TOOL WKS INC | [ITW](https://holderbook.com/stocks/ITW/) | $9.0M | 33,661 | 0.9% | 19 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $8.8M | 148,899 | 0.9% | 2 |
| ALLEGION PLC | [ALLE](https://holderbook.com/stocks/ALLE/) | $8.8M | 61,578 | 0.9% | 4 |
| ALTRIA GROUP INC | [MO](https://holderbook.com/stocks/MO/) | $8.7M | 124,200 | 0.9% | 4 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $8.6M | 72,488 | 0.9% | 19 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $8.4M | 21,427 | 0.9% | 19 |
| HASBRO INC | [HAS](https://holderbook.com/stocks/HAS/) | $8.4M | 95,745 | 0.9% | 2 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $8.1M | 20,541 | 0.8% | 10 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $8.0M | 34,015 | 0.8% | 19 |
| MARATHON PETE CORP | [MPC](https://holderbook.com/stocks/MPC/) | $7.9M | 31,619 | 0.8% | 19 |
| INNOVATOR ETFS TRUST | [PJAN](https://holderbook.com/stocks/PJAN/) | $7.9M | 171,045 | 0.8% | 2 |
| CAPITAL GROUP GBL GROWTH EQT | [CGGO](https://holderbook.com/stocks/CGGO/) | $7.8M | 204,703 | 0.8% | 14 |
| NEOS ETF TRUST | [QQQI](https://holderbook.com/stocks/QQQI/) | $7.6M | 142,529 | 0.8% | 2 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $7.4M | 23,984 | 0.8% | 19 |
| LEIDOS HOLDINGS INC | [LDOS](https://holderbook.com/stocks/LDOS/) | $7.4M | 60,194 | 0.8% | 4 |
| COHERENT CORP | [COHR](https://holderbook.com/stocks/COHR/) | $6.6M | 18,688 | 0.7% | 5 |
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $6.4M | 3,749 | 0.7% | 2 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $6.3M | 6,913 | 0.6% | 3 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $6.1M | 11,394 | 0.6% | 3 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $6.1M | 72,534 | 0.6% | 19 |
| ADVANCED MICRO DEVICES INC | - | $6.1M | 10,509 | 0.6% | 1 |
| NEOS ETF TRUST | [SPYI](https://holderbook.com/stocks/SPYI/) | $6.0M | 116,556 | 0.6% | 2 |
| REVOLUTION MEDICINES INC | [RVMD](https://holderbook.com/stocks/RVMD/) | $5.9M | 35,566 | 0.6% | 3 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $5.8M | 124,766 | 0.6% | 19 |
| PACER FDS TR | [QDPL](https://holderbook.com/stocks/QDPL/) | $5.7M | 132,891 | 0.6% | 18 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $5.7M | 32,894 | 0.6% | 14 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $5.6M | 7,047 | 0.6% | 13 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $5.6M | 55,743 | 0.6% | 4 |
| American Express Co. | - | $5.3M | 15,671 | 0.5% | 1 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $5.3M | 25,272 | 0.5% | 19 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $5.2M | 15,600 | 0.5% | 19 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $5.2M | 57,102 | 0.5% | 19 |
| CIENA CORP | [CIEN](https://holderbook.com/stocks/CIEN/) | $5.1M | 10,915 | 0.5% | 3 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $5.1M | 20,332 | 0.5% | 19 |
| JOHNSON CONTROLS INTERNATION | [JCI](https://holderbook.com/stocks/JCI/) | $5.0M | 36,254 | 0.5% | 14 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $5.0M | 8,798 | 0.5% | 19 |
| LUMENTUM HLDGS INC | [LITE](https://holderbook.com/stocks/LITE/) | $5.0M | 5,976 | 0.5% | 4 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $4.9M | 25,563 | 0.5% | 19 |
| MOTOROLA SOLUTIONS INC | [MSI](https://holderbook.com/stocks/MSI/) | $4.7M | 11,120 | 0.5% | 19 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $4.7M | 4,434 | 0.5% | 19 |
| J P MORGAN EXCHANGE TRADED F | [JCPB](https://holderbook.com/stocks/JCPB/) | $4.6M | 97,695 | 0.5% | 10 |
| ROCKET LAB CORP | [RKLB](https://holderbook.com/stocks/RKLB/) | $4.5M | 48,625 | 0.5% | 2 |
| J P MORGAN EXCHANGE TRADED F | [JPST](https://holderbook.com/stocks/JPST/) | $4.5M | 88,334 | 0.5% | 17 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $4.3M | 12,734 | 0.4% | 19 |
| AMAZON.COM INC | - | $4.3M | 18,192 | 0.4% | 1 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $4.3M | 14,126 | 0.4% | 8 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $4.2M | 42,835 | 0.4% | 19 |
| INVESCO EXCHANGE TRADED FD T | [SPHQ](https://holderbook.com/stocks/SPHQ/) | $4.2M | 50,919 | 0.4% | 11 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $4.1M | 16,097 | 0.4% | 19 |
| CME GROUP INC | [CME](https://holderbook.com/stocks/CME/) | $4.0M | 15,704 | 0.4% | 19 |
| ISHARES TR | [IMTM](https://holderbook.com/stocks/IMTM/) | $3.9M | 76,290 | 0.4% | 4 |
| FIVE BELOW INC | [FIVE](https://holderbook.com/stocks/FIVE/) | $3.7M | 16,324 | 0.4% | 2 |
| TECHNIPFMC PLC | [FTI](https://holderbook.com/stocks/FTI/) | $3.6M | 52,328 | 0.4% | 2 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $3.5M | 112,358 | 0.4% | 10 |
| J P MORGAN EXCHANGE TRADED F | [JMEE](https://holderbook.com/stocks/JMEE/) | $3.5M | 48,016 | 0.4% | 10 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $3.4M | 10,536 | 0.3% | 19 |
| IONIS PHARMACEUTICALS INC | [IONS](https://holderbook.com/stocks/IONS/) | $3.4M | 44,614 | 0.3% | 3 |
| ANALOG DEVICES INC | - | $3.3M | 8,367 | 0.3% | 1 |
| FTAI AVIATION LTD | [FTAI](https://holderbook.com/stocks/FTAI/) | $3.2M | 13,109 | 0.3% | 2 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $3.2M | 9,929 | 0.3% | 19 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $3.1M | 9,796 | 0.3% | 6 |
| ISHARES TR | [IWD](https://holderbook.com/stocks/IWD/) | $3.1M | 13,617 | 0.3% | 19 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $3.1M | 9,635 | 0.3% | 14 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $3.0M | 7,410 | 0.3% | 14 |
| J P MORGAN EXCHANGE TRADED F | [JEPQ](https://holderbook.com/stocks/JEPQ/) | $3.0M | 50,709 | 0.3% | 15 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $2.9M | 4,150 | 0.3% | 10 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $2.9M | 8,271 | 0.3% | 10 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $2.8M | 14,591 | 0.3% | 4 |
| J P MORGAN EXCHANGE TRADED F | [JIRE](https://holderbook.com/stocks/JIRE/) | $2.8M | 35,852 | 0.3% | 10 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $2.8M | 33,107 | 0.3% | 14 |
| DEVON ENERGY CORP NEW | [DVN](https://holderbook.com/stocks/DVN/) | $2.7M | 58,379 | 0.3% | 19 |
| PIMCO ETF TR | [MINT](https://holderbook.com/stocks/MINT/) | $2.7M | 27,147 | 0.3% | 8 |
| LATTICE STRATEGIES TR | [RODM](https://holderbook.com/stocks/RODM/) | $2.7M | 66,707 | 0.3% | 2 |
| WEATHERFORD INTL PLC | [WFRD](https://holderbook.com/stocks/WFRD/) | $2.6M | 27,977 | 0.3% | 2 |
| ELANCO ANIMAL HEALTH INC | [ELAN](https://holderbook.com/stocks/ELAN/) | $2.6M | 109,903 | 0.3% | 3 |
| MILLICOM INTL CELLULAR S A | [TIGO](https://holderbook.com/stocks/TIGO/) | $2.6M | 35,078 | 0.3% | 4 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $2.6M | 13,922 | 0.3% | 19 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +11.3% | +14.8% | -3.5% | 99% |
| Q1 2026 | -1.3% | -4.6% | +3.3% | 99% |
| Q4 2025 | -0.0% | +2.4% | -2.4% | 99% |
| Q3 2025 | +9.0% | +7.8% | +1.2% | 99% |
| Q2 2025 | +6.3% | +10.5% | -4.1% | 100% |
| Q1 2025 | -5.8% | -4.6% | -1.3% | 95% |
| Q4 2024 | -0.3% | +2.1% | -2.4% | 96% |
| Q3 2024 | +1.6% | +5.4% | -3.8% | 97% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $981.3M | 354 |
| Q1 2026 | $455.2M | 298 |
| Q4 2025 | $435.6M | 271 |
| Q3 2025 | $416.0M | 261 |
| Q2 2025 | $354.5M | 235 |
| Q1 2025 | $301.6M | 212 |
| Q4 2024 | $331.2M | 228 |
| Q3 2024 | $331.3M | 191 |
| Q2 2024 | $314.3M | 179 |
| Q1 2024 | $307.7M | 176 |
| Q4 2023 | $263.9M | 154 |
| Q3 2023 | $187.1M | 151 |