West Family Investments, Inc. 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001568303

As of Sep 30, 2025, West Family Investments, Inc. reported 377 positions worth $393.3M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
ISHARES GOLD TRUST	IAU	—	455,786	$33.3M	8.47%
NVIDIA CORP	NVDA	Technology	111,533	$20.8M	5.29%
APPLE INC	AAPL	Technology	69,921	7.8M	4.53%
MICROSOFT CORP	MSFT	Technology	33,861	7.5M	4.46%
ISHARES 20+ YEAR TREASURY BOND ETF	TLT	—	122,410	3.8M	3.51%
SCHWAB US TIPS ETF	SCHP	—	486,068	3.7M	3.48%
ALPHABET INC	GOOGL	Equity	48,211	1.7M	2.98%
AMAZON.COM INC	AMZN	Equity	43,836	$9.6M	2.45%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	TSM	Technology	30,078	$8.4M	2.14%
ISHARES MBS ETF	MBB	—	80,697	$7.7M	1.96%
META PLATFORMS INC	META	Communication Services	9,809	$7.2M	1.83%
LARGO INC	LGO	Basic Materials	4,371,571	$6.6M	1.67%
BROADCOM INC	AVGO	Technology	19,835	$6.5M	1.66%
TESLA INC	TSLA	Consumer Cyclical	14,142	$6.3M	1.60%
EQT CORP	EQT	Energy	106,510	$5.8M	1.47%
EXPAND ENERGY CORP	EXE	Energy	50,000	$5.3M	1.35%
JPMORGAN CHASE & CO	JPM	Financial Services	15,288	$4.8M	1.23%
BERKSHIRE HATHAWAY INC	BRK/B	Financial Services	7,795	$3.9M	1.00%
VANECK JUNIOR GOLD MINERS ETF	GDXJ	—	34,500	$3.4M	0.87%
ELI LILLY & CO	LLY	Healthcare	4,421	$3.4M	0.86%
WALMART INC	WMT	Consumer Defensive	32,528	$3.4M	0.85%
VISA INC-CLASS A SHARES	V	Financial Services	8,844	$3.0M	0.77%
EXXON MOBIL CORP	XOM	Energy	25,938	$2.9M	0.74%
MASTERCARD INC	MA	Financial Services	4,908	$2.8M	0.71%
VANGUARD TOTAL WORLD STOCK INDEX FUND	VT	—	19,288	$2.8M	0.70%