West Coast Financial LLC
SANTA BARBARA, CA · CIK 1511985 · 13F filing filed 2025-08-14
No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.
- Others nearbySanta Barbara, CA
$0
reported value
-100.0% vs Q1 2025
1positions
—in top 10
1 new
0 added
0 reduced
162 sold out
vs Q1 2025
Holdings, Q2 2025
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| N/A 0 | $0— | New |
Sold out since Q1 2025
| Security | Value then |
|---|---|
| ISHARES TR IJR | $147.6m1.4m shares |
| SCHWAB STRATEGIC TR SCHO | $73.8m3.0m shares |
| ISHARES TR IVV | $69.1m123.0k shares |
| SCHWAB STRATEGIC TR SCHR | $36.5m1.5m shares |
| APPLE INC AAPL | $35.1m157.9k shares |
| ISHARES TR MBB | $31.0m330.5k shares |
| MASTERCARD INCORPORATED MA | $21.0m38.3k shares |
| ALPHABET INC GOOGL | $20.8m134.2k shares |
| MICROSOFT CORP MSFT | $19.0m50.6k shares |
| BERKSHIRE HATHAWAY INC DEL BRK.B | $16.3m30.5k shares |
| MARSH & MCLENNAN COS INC MRSH | $16.2m66.5k shares |
| WASTE MGMT INC DEL WM | $14.1m61.0k shares |
| STRYKER CORPORATION SYK | $12.4m33.3k shares |
| SNAP ON INC SNA | $12.1m35.9k shares |
| VISA INC V | $11.8m33.6k shares |
| ILLINOIS TOOL WKS INC ITW | $11.5m46.3k shares |
| ZOETIS INC ZTS | $11.2m68.2k shares |
| ACCENTURE PLC IRELAND ACN | $10.8m34.5k shares |
| JOHNSON & JOHNSON JNJ | $10.4m62.8k shares |
| KROGER CO KR | $9.8m145.5k shares |
| ISHARES TR EFA | $9.7m118.4k shares |
| AMPHENOL CORP APH | $9.7m147.2k shares |
| AMAZON COM INC AMZN | $9.4m49.6k shares |
| META PLATFORMS INC META | $9.2m16.0k shares |
| AMERICAN TOWER CORP NEW AMT | $9.2m42.1k shares |