West Coast Financial LLC
Follow13F filer, CIK 1511985, SANTA BARBARA, CA
West Coast Financial LLC reported $0 across 1 holding for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-005117
- Period
- 2025-06-30
- Reported value
- $0
- Holdings
- 1
- Top 10 weight
- New
- 1
- Sold out
- 162
Largest buys vs the previous quarter
None.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| IJRexited | -1,411,199 | -$148M |
| SCHOexited | -3,033,672 | -$73.8M |
| IVVexited | -123,028 | -$69.1M |
| SCHRexited | -1,466,598 | -$36.5M |
| AAPLexited | -157,908 | -$35.1M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q2 2025
Share positions as resolved from 13F-HR 0001085146-25-005117, largest first. % of portfolio is the value over $0, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| 00 | 0 | $0 | new | Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios. |
Sold out in Q2 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
The largest 100 of 162. All 162
| Security | Shares before | Value before | Type |
|---|---|---|---|
| IJRISHARES TR | 1,411,199 | $148M | shares |
| SCHOSCHWAB STRATEGIC TR | 3,033,672 | $73.8M | shares |
| IVVISHARES TR | 123,028 | $69.1M | shares |
| SCHRSCHWAB STRATEGIC TR | 1,466,598 | $36.5M | shares |
| AAPLAPPLE INC | 157,908 | $35.1M | shares |
| MBBISHARES TR | 330,498 | $31M | shares |
| MAMASTERCARD INCORPORATED | 38,261 | $21M | shares |
| GOOGLALPHABET INC | 134,205 | $20.8M | shares |
| MSFTMICROSOFT CORP | 50,607 | $19M | shares |
| BRK-BBERKSHIRE HATHAWAY INC DEL | 30,518 | $16.3M | shares |
| MRSHMARSH & MCLENNAN COS INC | 66,483 | $16.2M | shares |
| WMWASTE MGMT INC DEL | 61,023 | $14.1M | shares |
| SYKSTRYKER CORPORATION | 33,320 | $12.4M | shares |
| SNASNAP ON INC | 35,934 | $12.1M | shares |
| VVISA INC | 33,579 | $11.8M | shares |
| ITWILLINOIS TOOL WKS INC | 46,256 | $11.5M | shares |
| ZTSZOETIS INC | 68,198 | $11.2M | shares |
| ACNACCENTURE PLC IRELAND | 34,501 | $10.8M | shares |
| JNJJOHNSON & JOHNSON | 62,843 | $10.4M | shares |
| KRKROGER CO | 145,478 | $9.85M | shares |
| EFAISHARES TR | 118,371 | $9.67M | shares |
| APHAMPHENOL CORP | 147,163 | $9.65M | shares |
| AMZNAMAZON COM INC | 49,616 | $9.44M | shares |
| METAMETA PLATFORMS INC | 15,966 | $9.2M | shares |
| AMTAMERICAN TOWER CORP | 42,118 | $9.16M | shares |
| GWWWW GRAINGER INC | 9,179 | $9.07M | shares |
| PSAPUBLIC STORAGE | 28,975 | $8.67M | shares |
| SPGIS&P GLOBAL INC | 16,860 | $8.57M | shares |
| JKHYHENRY JACK & ASSOC INC | 45,678 | $8.34M | shares |
| PEPPEPSICO INC | 55,076 | $8.26M | shares |
| LULULULULEMON ATHLETICA INC | 29,102 | $8.24M | shares |
| HDHOME DEPOT INC | 21,928 | $8.04M | shares |
| RMDRESMED INC | 34,133 | $7.64M | shares |
| MANHMANHATTAN ASSOCIATES INC | 40,944 | $7.08M | shares |
| IEFAISHARES TR | 86,975 | $6.58M | shares |
| ADBEADOBE INC | 17,119 | $6.57M | shares |
| MMSMAXIMUS INC | 89,320 | $6.09M | shares |
| HCIHCI GROUP INC | 34,870 | $5.2M | shares |
| CRVLCORVEL CORP | 44,512 | $4.98M | shares |
| WSMWILLIAMS SONOMA INC | 31,233 | $4.94M | shares |
| SEICSEI INVTS CO | 62,059 | $4.82M | shares |
| EHCENCOMPASS HEALTH CORP | 47,407 | $4.8M | shares |
| GNTXGENTEX CORP | 204,162 | $4.76M | shares |
| INGRINGREDION INC | 32,732 | $4.43M | shares |
| ENSGENSIGN GROUP INC | 33,489 | $4.33M | shares |
| AAONAAON INC | 51,057 | $3.99M | shares |
| FNFABRINET | 18,766 | $3.71M | shares |
| MRKMERCK & CO INC | 40,603 | $3.64M | shares |
| IVEISHARES TR | 17,300 | $3.3M | shares |
| ATRAPTARGROUP INC | 21,471 | $3.19M | shares |
| VTIVANGUARD INDEX FDS | 11,542 | $3.17M | shares |
| CRMSALESFORCE INC | 11,719 | $3.14M | shares |
| ECLECOLAB INC | 12,228 | $3.1M | shares |
| HLIHOULIHAN LOKEY INC | 17,930 | $2.9M | shares |
| QLYSQUALYS INC | 22,280 | $2.81M | shares |
| IWBISHARES TR | 9,084 | $2.79M | shares |
| COSTCOSTCO WHOLESALE CORPORATION | 2,916 | $2.76M | shares |
| COCOVITA COCO CO INC | 89,059 | $2.73M | shares |
| PGPROCTER & GAMBLE CO | 15,958 | $2.72M | shares |
| GLDSPDR GOLD TR | 8,495 | $2.45M | shares |
| GOOGALPHABET INC | 12,090 | $1.89M | shares |
| LLYELI LILLY & CO | 2,240 | $1.85M | shares |
| VEAVANGUARD TAX-MANAGED FDS | 35,918 | $1.83M | shares |
| IWMISHARES TR | 7,952 | $1.59M | shares |
| QQQINVESCO QQQ TR | 3,347 | $1.57M | shares |
| XLKSELECT SECTOR SPDR TR | 7,340 | $1.52M | shares |
| SBUXSTARBUCKS CORP | 15,191 | $1.49M | shares |
| CLXCLOROX CO DEL | 9,507 | $1.4M | shares |
| MLRGISHARES TR | 16,653 | $1.29M | shares |
| KLACKLA CORP | 1,851 | $1.26M | shares |
| SCHBSCHWAB STRATEGIC TR | 58,350 | $1.26M | shares |
| CMICUMMINS INC | 3,873 | $1.21M | shares |
| KAIKADANT INC | 3,504 | $1.18M | shares |
| TSCOTRACTOR SUPPLY CO | 20,607 | $1.14M | shares |
| IWNISHARES TR | 7,272 | $1.1M | shares |
| RSPINVESCO EXCHANGE TRADED FD T | 6,310 | $1.09M | shares |
| AXPAMERICAN EXPRESS CO | 3,949 | $1.06M | shares |
| CHECHEMED CORP NEW | 1,688 | $1.04M | shares |
| CVCOCAVCO INDS INC DEL | 1,650 | $857K | shares |
| AMGNAMGEN INC | 2,700 | $841K | shares |
| SNPEDBX ETF TR | 16,165 | $815K | shares |
| BDXBECTON DICKINSON & CO | 3,435 | $787K | shares |
| XLVSELECT SECTOR SPDR TR | 5,141 | $751K | shares |
| SPYXSPDR SERIES TRUST | 16,151 | $739K | shares |
| IVWISHARES TR | 7,951 | $738K | shares |
| IWOISHARES TR | 2,886 | $737K | shares |
| VBVANGUARD INDEX FDS | 3,157 | $700K | shares |
| DEODIAGEO PLC | 6,615 | $693K | shares |
| AMPAMERIPRISE FINL INC | 1,409 | $682K | shares |
| AFLAFLAC INC | 6,124 | $681K | shares |
| WMTWALMART INC | 7,698 | $676K | shares |
| AMATAPPLIED MATLS INC | 4,472 | $649K | shares |
| DISDISNEY WALT CO | 6,099 | $602K | shares |
| MUSAMURPHY USA INC | 1,277 | $600K | shares |
| NEENEXTERA ENERGY INC | 8,366 | $593K | shares |
| DMXFISHARES TR | 8,622 | $581K | shares |
| PRFINVESCO EXCHANGE TRADED FD T | 14,358 | $580K | shares |
| CLCOLGATE PALMOLIVE CO | 6,096 | $571K | shares |
| PMPHILIP MORRIS INTL INC | 3,580 | $568K | shares |
| KMBKIMBERLY-CLARK CORP | 3,938 | $560K | shares |
How Q2 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001085146-25-005117 | base | 2025-08-14 | acceptance time not in the bulk data set |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-25-005117 | Quarter ended 2025-06-30 | 2025-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-25-002043 | Quarter ended 2025-03-31 | 2025-04-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-25-000186 | Quarter ended 2024-12-31 | 2025-01-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-24-004750 | Quarter ended 2024-09-30 | 2024-10-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-24-003128 | Quarter ended 2024-06-30 | 2024-07-22 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-24-001760 | Quarter ended 2024-03-31 | 2024-04-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-24-000208 | Quarter ended 2023-12-31 | 2024-01-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-23-004057 | Quarter ended 2023-09-30 | 2023-11-03 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-23-003167 | Quarter ended 2023-06-30 | 2023-08-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-23-002125 | Quarter ended 2023-03-31 | 2023-05-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-23-001284 | Quarter ended 2022-12-31 | 2023-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-22-003689 | Quarter ended 2022-09-30 | 2022-11-01 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-22-002336 | Quarter ended 2022-06-30 | 2022-07-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-22-001447 | Quarter ended 2022-03-31 | 2022-04-20 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-22-000208 | Quarter ended 2021-12-31 | 2022-01-19 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-21-002985 | Quarter ended 2021-09-30 | 2021-11-03 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-21-002110 | Quarter ended 2021-06-30 | 2021-07-28 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-21-001508 | Quarter ended 2021-03-31 | 2021-05-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-21-000423 | Quarter ended 2020-12-31 | 2021-02-03 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-20-002748 | Quarter ended 2020-09-30 | 2020-11-05 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-20-001760 | Quarter ended 2020-06-30 | 2020-07-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-20-001173 | Quarter ended 2020-03-31 | 2020-04-21 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-20-000203 | Quarter ended 2019-12-31 | 2020-01-17 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-19-002556 | Quarter ended 2019-09-30 | 2019-10-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-19-001892 | Quarter ended 2019-06-30 | 2019-07-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-19-001231 | Quarter ended 2019-03-31 | 2019-04-22 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-19-000247 | Quarter ended 2018-12-31 | 2019-01-29 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-18-002348 | Quarter ended 2018-09-30 | 2018-10-19 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-18-001692 | Quarter ended 2018-06-30 | 2018-07-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-18-001098 | Quarter ended 2018-03-31 | 2018-04-17 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-18-000169 | Quarter ended 2017-12-31 | 2018-01-19 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-17-002180 | Quarter ended 2017-09-30 | 2017-11-02 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-17-001516 | Quarter ended 2017-06-30 | 2017-07-18 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-17-001006 | Quarter ended 2017-03-31 | 2017-04-20 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-17-000154 | Quarter ended 2016-12-31 | 2017-01-20 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-16-004539 | Quarter ended 2016-09-30 | 2016-10-24 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-16-004113 | Quarter ended 2016-06-30 | 2016-08-02 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-16-003550 | Quarter ended 2016-03-31 | 2016-05-02 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-16-002776 | Quarter ended 2015-12-31 | 2016-02-05 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-15-002005 | Quarter ended 2015-09-30 | 2015-10-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-15-001545 | Quarter ended 2015-06-30 | 2015-07-31 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-15-001098 | Quarter ended 2015-03-31 | 2015-05-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-15-000161 | Quarter ended 2014-12-31 | 2015-01-26 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-14-002110 | Quarter ended 2014-09-30 | 2014-11-06 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-14-001512 | Quarter ended 2014-06-30 | 2014-08-06 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-14-001065 | Quarter ended 2014-03-31 | 2014-05-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-14-000024 | Quarter ended 2013-12-31 | 2014-01-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-13-001647 | Quarter ended 2013-09-30 | 2013-10-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-13-001334 | Quarter ended 2013-06-30 | 2013-08-09 | acceptance time not in the bulk data set |