West Family Investments, Inc.

CARLSBAD, CA · CIK 1568303 · 13F filing filed 2026-08-10

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.

$350.9m reported value +23.0% vs Q1 2026

468positions

25.8%in top 10

236 new 170 added 51 reduced 27 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	76,955	$15.4m4.39%	4.39%	Added +12.0k	+12,022 18.5%
2	ISHARES INC CORE MSCI EMKT IEMG	IEMG	159,437	$13.2m3.76%	3.76%	New
3	APPLE INC COM AAPL	AAPL	44,337	$12.8m3.66%	3.66%	Added +2.2k	+2,245 5.3%
4	MICROSOFT CORP COM MSFT	MSFT	24,135	$9.0m2.57%	2.57%	Added +5.0k	+5,016 26.2%
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	24,935	$8.9m2.54%	2.54%	Added +454	+454 1.9%
6	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	15,323	$7.3m2.09%	2.09%	Added +79	+79 0.5%
7	AMAZON COM INC COM AMZN	AMZN	27,814	$6.6m1.89%	1.89%	Added +1.7k	+1,734 6.7%
8	EQT CORP COM EQT	EQT	103,619	$6.0m1.70%	1.70%	Added +119	+119 0.1%
9	MICRON TECHNOLOGY INC COM MU	MU	5,055	$5.8m1.66%	1.66%	Reduced -219	-219 -4.2%
10	ISHARES TR CORE MSCI EAFE IEFA	IEFA	58,233	$5.6m1.60%	1.60%	New
11	BROADCOM INC COM AVGO	AVGO	14,519	$5.5m1.56%	1.56%	Added +2.5k	+2,521 21.0%
12	TESLA INC COM TSLA	TSLA	8,985	$3.8m1.08%	1.08%	Added +1.9k	+1,854 26.0%
13	META PLATFORMS INC CL A META	META	6,654	$3.7m1.07%	1.07%	Added +1.1k	+1,132 20.5%
14	ELI LILLY & CO COM LLY	LLY	2,795	$3.4m0.96%	0.96%	Added +209	+209 8.1%
15	ADVANCED MICRO DEVICES INC COM AMD	AMD	4,922	$2.9m0.81%	0.81%	Added +2.4k	+2,446 98.8%
16	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	5,634	$2.8m0.80%	0.80%	Added +129	+129 2.3%
17	JPMORGAN CHASE & CO COM JPM	JPM	8,256	$2.7m0.77%	0.77%	Added +4.0k	+3,955 92.0%
18	CISCO SYS INC COM CSCO	CSCO	22,743	$2.7m0.76%	0.76%	Added +155	+155 0.7%
19	UNITED MICROELECTRONICS CORP SPON ADR NEW UMC	UMC	92,392	$2.5m0.72%	0.72%	Reduced -32.9k	-32,932 -26.3%
20	JOHNSON & JOHNSON COM JNJ	JNJ	9,824	$2.5m0.71%	0.71%	Added +31	+31 0.3%
21	ALPHABET INC CAP STK CL C GOOG	GOOG	6,361	$2.2m0.64%	0.64%	New
22	INTEL CORP COM INTC	INTC	15,594	$2.2m0.62%	0.62%	Added +7.0k	+6,991 81.3%
23	VISA INC COM CL A V	V	6,337	$2.2m0.62%	0.62%	Added +547	+547 9.4%
24	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	1,090	$2.2m0.62%	0.62%	Added +122	+122 12.6%
25	APPLIED MATLS INC COM AMAT	AMAT	2,463	$1.8m0.51%	0.51%	Added +854	+854 53.1%
26	GE AEROSPACE COM NEW GE	GE	4,721	$1.8m0.50%	0.50%	Added +2.2k	+2,194 86.8%
27	EXXON MOBIL CORP COM XOM	XOM	12,810	$1.8m0.50%	0.50%	Added +1.2k	+1,199 10.3%
28	COCA COLA CO COM KO	KO	21,005	$1.7m0.49%	0.49%	Added +1.7k	+1,710 8.9%
29	LAM RESEARCH CORP COM NEW LRCX	LRCX	3,787	$1.6m0.47%	0.47%	Added +654	+654 20.9%
30	MERCK & CO INC COM MRK	MRK	12,703	$1.6m0.47%	0.47%	Added +187	+187 1.5%
31	CATERPILLAR INC COM CAT	CAT	1,461	$1.6m0.44%	0.44%	Added +231	+231 18.8%
32	WALMART INC COM WMT	WMT	13,700	$1.6m0.44%	0.44%	Reduced -2.0k	-2,046 -13.0%
33	WASTE MGMT INC DEL COM WM	WM	6,903	$1.5m0.44%	0.44%	Added +14	+14 0.2%
34	CHUNGHWA TELECOM CO LTD SPON ADR NEW11 CHT	CHT	34,531	$1.5m0.44%	0.44%	Reduced -542	-542 -1.6%
35	MASTERCARD INCORPORATED CL A MA	MA	2,951	$1.5m0.43%	0.43%	Added +44	+44 1.5%
36	PROCTER AND GAMBLE CO COM PG	PG	9,405	$1.4m0.39%	0.39%	Reduced -729	-729 -7.2%
37	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	1,397	$1.3m0.38%	0.38%	Added +633	+633 82.8%
38	ICICI BANK LIMITED ADR IBN	IBN	45,820	$1.3m0.38%	0.38%	Added +240	+240 0.5%
39	UNITEDHEALTH GROUP INC COM UNH	UNH	3,100	$1.3m0.37%	0.37%	Added +2.1k	+2,115 214.7%
40	CHEVRON CORP NEW COM CVX	CVX	7,766	$1.3m0.37%	0.37%	Added +3.2k	+3,164 68.8%
41	MCDONALDS CORP COM MCD	MCD	4,739	$1.3m0.37%	0.37%	Reduced -30	-30 -0.6%
42	WESTERN DIGITAL CORP COM WDC	WDC	1,986	$1.3m0.36%	0.36%	Added +824	+824 70.9%
43	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	4,412	$1.2m0.35%	0.35%	Added +759	+759 20.8%
44	HOME DEPOT INC COM HD	HD	3,490	$1.2m0.35%	0.35%	Added +1.3k	+1,298 59.2%
45	RTX CORPORATION COM RTX	RTX	6,207	$1.2m0.34%	0.34%	Added +3.1k	+3,149 103.0%
46	HSBC HLDGS PLC SPON ADR NEW HSBC	HSBC	12,240	$1.2m0.33%	0.33%	Added +2.8k	+2,785 29.5%
47	ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS ASX	ASX	25,571	$1.2m0.33%	0.33%	Reduced -891	-891 -3.4%
48	PEPSICO INC COM PEP	PEP	8,267	$1.1m0.32%	0.32%	Added +3.0k	+2,950 55.5%
49	MID-AMER APT CMNTYS INC COM MAA	MAA	7,697	$1.1m0.30%	0.30%	New
50	VERIZON COMMUNICATIONS INC COM VZ	VZ	25,209	$1.1m0.30%	0.30%	Added +428	+428 1.7%
51	ROYAL BK CDA COM RY	RY	5,078	$1.1m0.30%	0.30%	Added +87	+87 1.7%
52	LINDE PLC SHS LIN	LIN	2,025	$1.1m0.30%	0.30%	Added +32	+32 1.6%
53	KLA CORP COM NEW KLAC	KLAC	3,450	$1.0m0.30%	0.30%	Added +910	+910 35.8%
54	CONSOLIDATED EDISON INC COM ED	ED	9,376	$1.0m0.30%	0.30%	Added +328	+328 3.6%
55	WASTE CONNECTIONS INC COM WCN	WCN	6,187	$1.0m0.29%	0.29%	Added +2.2k	+2,226 56.2%
56	BANK AMERICA CORP COM BAC	BAC	17,738	$1.0m0.29%	0.29%	Added +582	+582 3.4%
57	SOUTHERN CO COM SO	SO	10,508	$1.0m0.29%	0.29%	Reduced -127	-127 -1.2%
58	ABBVIE INC COM ABBV	ABBV	3,970	$999.0k0.28%	0.28%	Reduced -900	-900 -18.5%
59	PHILIP MORRIS INTL INC COM PM	PM	5,474	$990.3k0.28%	0.28%	Added +50	+50 0.9%
60	MORGAN STANLEY COM NEW MS	MS	4,702	$982.9k0.28%	0.28%	Added +1.8k	+1,816 62.9%
61	AMPHENOL CORP CL A APH	APH	5,527	$974.5k0.28%	0.28%	Added +1.6k	+1,623 41.6%
62	TRAVELERS COMPANIES INC COM TRV	TRV	2,901	$957.7k0.27%	0.27%	Added +1.3k	+1,332 84.9%
63	SHELL PLC SPON ADS SHEL	SHEL	12,116	$939.5k0.27%	0.27%	Added +4.7k	+4,708 63.5%
64	NOVARTIS AG SPONSORED ADR NVS	NVS	5,931	$929.5k0.26%	0.26%	Reduced -272	-272 -4.4%
65	KB FINL GROUP INC SPONSORED ADR KB	KB	8,811	$924.8k0.26%	0.26%	Added +2.5k	+2,542 40.5%
66	BANCO SANTANDER S.A. ADR SAN	SAN	66,897	$923.2k0.26%	0.26%	Added +36.4k	+36,396 119.3%
67	COSTCO WHSL CORP NEW COM COST	COST	984	$920.5k0.26%	0.26%	Reduced -201	-201 -17.0%
68	EOG RES INC COM EOG	EOG	7,000	$908.1k0.26%	0.26%	New
69	DUKE ENERGY CORP NEW COM NEW DUK	DUK	7,168	$907.3k0.26%	0.26%	Added +81	+81 1.1%
70	CITIGROUP INC COM NEW C	C	6,429	$899.8k0.26%	0.26%	Added +3.6k	+3,569 124.8%
71	AIRBNB INC COM CL A ABNB	ABNB	6,148	$879.8k0.25%	0.25%	New
72	GE VERNOVA INC COM GEV	GEV	748	$878.8k0.25%	0.25%	Added +17	+17 2.3%
73	GOLDMAN SACHS GROUP INC COM GS	GS	866	$875.8k0.25%	0.25%	Added +413	+413 91.2%
74	MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS MUFG	MUFG	43,037	$856.0k0.24%	0.24%	Added +6.5k	+6,506 17.8%
75	JOHNSON CTLS INTL PLC SHS JCI	JCI	5,791	$846.1k0.24%	0.24%	Added +4.2k	+4,161 255.3%
76	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	1,695	$842.0k0.24%	0.24%	Added +421	+421 33.0%
77	ORACLE CORP COM ORCL	ORCL	5,736	$840.6k0.24%	0.24%	Added +576	+576 11.2%
78	MARSH & MCLENNAN COS INC COM MRSH	MRSH	5,036	$839.4k0.24%	0.24%	Added +422	+422 9.2%
79	CAPITAL ONE FINL CORP COM COF	COF	4,181	$838.8k0.24%	0.24%	Added +2.9k	+2,872 219.4%
80	PG&E CORP COM PCG	PCG	49,832	$838.2k0.24%	0.24%	New
81	TEXAS INSTRS INC COM TXN	TXN	2,787	$830.7k0.24%	0.24%	New
82	WELLS FARGO CO NEW COM WFC	WFC	10,007	$827.0k0.24%	0.24%	Added +265	+265 2.7%
83	XYLEM INC COM XYL	XYL	6,957	$822.4k0.23%	0.23%	New
84	MARVELL TECHNOLOGY INC COM MRVL	MRVL	2,759	$821.9k0.23%	0.23%	New
85	EAST WEST BANCORP INC COM EWBC	EWBC	6,242	$805.8k0.23%	0.23%	New
86	DR REDDYS LABS LTD ADR RDY	RDY	55,161	$799.3k0.23%	0.23%	Reduced -8.6k	-8,596 -13.5%
87	ARISTA NETWORKS INC COM SHS ANET	ANET	4,700	$798.4k0.23%	0.23%	Added +76	+76 1.6%
88	ATMOS ENERGY CORP COM ATO	ATO	4,629	$797.4k0.23%	0.23%	New
89	BLACKROCK INC COM BLK	BLK	828	$796.2k0.23%	0.23%	New
90	CENCORA INC COM COR	COR	2,805	$793.8k0.23%	0.23%	Reduced -457	-457 -14.0%
91	MCKESSON CORP COM MCK	MCK	1,036	$782.8k0.22%	0.22%	Reduced -9	-9 -0.9%
92	SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD SHG	SHG	12,364	$782.0k0.22%	0.22%	Added +3.8k	+3,849 45.2%
93	TJX COS INC NEW COM TJX	TJX	5,145	$779.5k0.22%	0.22%	Added +1.4k	+1,409 37.7%
94	NNN REIT INC COM NNN	NNN	16,746	$779.2k0.22%	0.22%	New
95	ROSS STORES INC COM ROST	ROST	3,592	$764.6k0.22%	0.22%	New
96	T-MOBILE US INC COM TMUS	TMUS	4,534	$760.5k0.22%	0.22%	Added +465	+465 11.4%
97	CHUBB LIMITED COM CB	CB	2,214	$754.4k0.21%	0.21%	Added +466	+466 26.7%
98	POSCO HOLDINGS INC SPONSORED ADR PKX	PKX	14,641	$752.3k0.21%	0.21%	Reduced -591	-591 -3.9%
99	NORDSON CORP COM NDSN	NDSN	2,463	$743.1k0.21%	0.21%	New
100	ABBOTT LABS COM ABT	ABT	8,104	$735.4k0.21%	0.21%	Added +6.0k	+6,005 286.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES GOLD TR IAU	IAU	384,343	$34.1m384.3k shares
SCHWAB STRATEGIC TR SCHP	SCHP	609,276	$17.0m609.3k shares
ISHARES TR TLT	TLT	152,632	$16.7m152.6k shares
ISHARES TR MBB	MBB	80,697	$7.7m80.7k shares
VANGUARD INTL EQUITY INDEX F VT	VT	18,570	$2.7m18.6k shares
ISHARES INC ACWV	ACWV	5,169	$804.8k5.2k shares
AB ACTIVE ETFS INC CAM	CAM	18,384	$607.2k18.4k shares
HONEYWELL INTL INC		1,102	$498.4k1.1k shares
ANGLOGOLD ASHANTI PLC AU	AU	4,677	$455.4k4.7k shares
KT CORP KT	KT	17,558	$376.6k17.6k shares
ACCENTURE PLC IRELAND ACN	ACN	1,789	$354.7k1.8k shares
AMERICAN WTR WKS CO INC NEW AWK	AWK	2,546	$346.5k2.5k shares
TOTALENERGIES SE TTE	TTE	3,766	$342.6k3.8k shares
PDD HOLDINGS INC PDD	PDD	3,034	$310.0k3.0k shares
LOWES COS INC LOW	LOW	1,308	$309.1k1.3k shares
P T TELEKOMUNIKASI INDONESIA TLK	TLK	14,818	$276.8k14.8k shares
CANADIAN NAT RES LTD CNQ	CNQ	5,656	$275.6k5.7k shares
INTERCONTINENTAL EXCHANGE IN ICE	ICE	1,729	$271.9k1.7k shares
CGI INC GIB	GIB	3,714	$271.5k3.7k shares
DESCARTES SYS GROUP INC DSGX	DSGX	3,573	$255.7k3.6k shares
WILLIAMS COS INC WMB	WMB	3,422	$249.1k3.4k shares
PFIZER INC PFE	PFE	8,606	$241.7k8.6k shares
RANGE RES CORP RRC	RRC	5,000	$225.9k5.0k shares
SANOFI SNY	SNY	4,557	$219.6k4.6k shares
DOMINION ENERGY INC D	D	3,370	$208.3k3.4k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
LARGO INC LGO · 13G · filed 2025-11-12	LGO	5.2%≈ $2.8m		13G	2025-11-12