West Family Investments, Inc.

Institutional manager (13F) · CIK 1568303

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $200M

#	Issuer	Value	Shares
1	ISHARES GOLD TR	$34M	384,343
2	SCHWAB STRATEGIC TR	$17M	609,276
3	ISHARES TR	$17M	152,632
4	NVIDIA CORPORATION	$11M	64,933
5	APPLE INC	$11M	42,092
6	ISHARES TR	$8M	80,697
7	MICROSOFT CORP	$7M	19,119
8	ALPHABET INC	$7M	24,481
9	EQT CORP	$7M	103,500
10	EXPAND ENERGY CORPORATION	$5M	50,000
11	AMAZON COM INC	$5M	26,080
12	TAIWAN SEMICONDUCTOR MANUFAC	$5M	15,244
13	VANECK ETF TRUST	$4M	34,500
14	BROADCOM INC	$4M	11,998
15	META PLATFORMS INC	$3M	5,522
16	VANGUARD INTL EQUITY INDEX F	$3M	18,570
17	TESLA INC	$3M	7,131
18	BERKSHIRE HATHAWAY INC DEL	$3M	5,505
19	LARGO INC	$2M	2,200,845
20	JOHNSON & JOHNSON	$2M	9,793
21	ELI LILLY & CO	$2M	2,586
22	EXXON MOBIL CORP	$2M	11,611
23	WALMART INC	$2M	15,746
24	MICRON TECHNOLOGY INC	$2M	5,274
25	CISCO SYS INC	$2M	22,588
26	VISA INC	$2M	5,790
27	CRISPR THERAPEUTICS AG	$2M	35,500
28	CVS HEALTH CORP	$2M	22,999
29	WASTE MGMT INC DEL	$2M	6,889
30	MERCK & CO INC	$2M	12,516
31	MCDONALDS CORP	$1M	4,769
32	CHUNGHWA TELECOM CO LTD	$1M	35,073
33	COCA COLA CO	$1M	19,295
34	PROCTER & GAMBLE CO	$1M	10,134
35	MASTERCARD INCORPORATED	$1M	2,907
36	ASTRAZENECA PLC	$1M	7,120
37	ASML HLDG NV	$1M	968
38	JPMORGAN CHASE & CO	$1M	4,301
39	VERIZON COMMUNICATIONS INC	$1M	24,781
40	COSTCO WHOLESALE CORPORATION	$1M	1,185
41	ICICI BANK LIMITED	$1M	45,580
42	UNITED MICROELECTRONICS CORP	$1M	125,324
43	ABBVIE INC	$1M	4,870
44	SOUTHERN CO	$1M	10,635
45	CENCORA INC	$1M	3,262
46	CONSOLIDATED EDISON INC	$1M	9,048
47	LINDE PLC	$988k	1,993
48	PALANTIR TECHNOLOGIES INC	$957k	6,539
49	CHEVRON CORPORATION	$952k	4,602
50	NOVARTIS AG	$948k	6,203

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.