First seen by DFX
Sep 13, 2026
date not stated
West Family Investments, Inc.: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (A Schedule 13D filed by West Family Investments of Carlsbad CA with Gary and Mary West states it is a family office exempt under the Family Office Exemption.)
First seen by DFX
Sep 12, 2026
date not stated
West Family Investments, Inc. files Form 13F (name, $2,954,439 in 1 positions)
First seen by DFX
Sep 12, 2026
date not stated
West Family Investments, Inc.: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (family-named 13F filer on no adviser roster (investments, holdings, capital, trust))
West Family Investments, Inc. reported $285,248,517 across 259 13(f) positions for the quarter ended 2026-03-31
West Family Investments, Inc. reduced Cisco Sys Inc 30,228 -> 22,588 shares ($2,328,463 -> $1,752,603)
West Family Investments, Inc. reduced ELI Lilly & Co 4,439 -> 2,586 shares ($4,770,505 -> $2,378,525)
West Family Investments, Inc. reduced Broadcom Inc 19,374 -> 11,998 shares ($6,705,341 -> $3,713,501)
West Family Investments, Inc. reduced Microsoft Corp 31,687 -> 19,119 shares ($15,324,467 -> $7,077,280)
West Family Investments, Inc. reduced Amazon Com Inc 40,997 -> 26,080 shares ($9,462,928 -> $5,431,682)
West Family Investments, Inc. reduced Apple Inc 65,355 -> 42,092 shares ($17,767,410 -> $10,682,529)
West Family Investments, Inc. reduced Abbvie Inc 9,085 -> 4,870 shares ($2,075,832 -> $1,059,176)
West Family Investments, Inc. exited Heartflow Inc (was $2,558,583, 87,773 shares)
West Family Investments, Inc. reduced Exxon Mobil Corp 25,376 -> 11,611 shares ($3,053,748 -> $1,969,922)
West Family Investments, Inc. reduced Visa Inc 8,784 -> 5,790 shares ($3,080,637 -> $1,749,970)
West Family Investments, Inc. reduced Mastercard Incorporated 4,866 -> 2,907 shares ($2,777,902 -> $1,452,512)
West Family Investments, Inc. reduced Walmart Inc 30,391 -> 15,746 shares ($3,385,861 -> $1,956,913)
West Family Investments, Inc. reduced Jpmorgan Chase & Co 12,998 -> 4,301 shares ($4,188,216 -> $1,265,182)
West Family Investments, Inc. reduced Johnson & Johnson 14,100 -> 9,793 shares ($2,917,995 -> $2,393,801)
West Family Investments, Inc. reduced Alphabet Inc 44,644 -> 24,481 shares ($13,973,572 -> $7,039,756)
West Family Investments, Inc. reduced Nvidia Corporation 107,374 -> 64,933 shares ($20,025,251 -> $11,324,315)
West Family Investments, Inc. reduced Taiwan Semiconductor Manufac 28,455 -> 15,244 shares ($8,647,190 -> $5,151,710)
West Family Investments, Inc. reduced Tesla Inc 13,216 -> 7,131 shares ($5,943,500 -> $2,650,949)
West Family Investments, Inc. reduced Meta Platforms Inc 9,207 -> 5,522 shares ($6,077,449 -> $3,159,302)
West Family Investments, Inc. reported $425,930,336 across 351 13(f) positions for the quarter ended 2025-12-31
West Family Investments, Inc. reported $2,954,439 across 1 13(f) positions for the quarter ended 2025-09-30
West Family Investments, Inc. opened a $2,558,583 position in Heartflow Inc (87,773 shares)
West Family Investments, Inc. increased Netflix Inc 2,202 -> 20,560 shares ($2,948,764 -> $1,927,706)
West Family Investments, Inc. reduced Procter and Gamble Co 15,426 -> 11,337 shares ($2,457,670 -> $1,624,705)
West Family Investments, Inc. reduced Largo Inc 5,572,637 -> 2,200,845 shares ($954,794 -> $2,064,704)
West Family Investments, Inc. reported $444,818,442 across 377 13(f) positions for the quarter ended 2025-09-30
West Family Investments, Inc. exited Visa Inc (was $3,120,179, 8,788 shares)
West Family Investments, Inc. exited Schwab Strategic Tr (was $13,351,419, 479,787 shares)
West Family Investments, Inc. exited SAP Se (was $2,096,161, 6,893 shares)
West Family Investments, Inc. exited ELI Lilly & Co (was $3,426,034, 4,395 shares)
West Family Investments, Inc. exited Jpmorgan Chase & Co. (was $4,392,137, 15,150 shares)
West Family Investments, Inc. exited Ishares Tr (was $7,610,536, 80,697 shares)
West Family Investments, Inc. exited Exxon Mobil Corp (was $2,727,124, 25,298 shares)
West Family Investments, Inc. exited Vanguard Intl Equity Index F (was $2,583,252, 19,290 shares)
West Family Investments, Inc. exited Berkshire Hathaway Inc Del (was $3,783,177, 7,788 shares)
West Family Investments, Inc. exited Apple Inc (was $14,110,567, 68,775 shares)