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.
Sold out in Q2 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| 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 |
| XOMEXXON MOBIL CORP | 4,293 | $511K | shares |
| FISVFISERV INC | 2,292 | $506K | shares |
| CPBTHE CAMPBELLS COMPANY | 12,564 | $502K | shares |
| ICEINTERCONTINENTAL EXCHANGE IN | 2,900 | $500K | shares |
| XJRISHARES TR | 13,037 | $491K | shares |
| UNHUNITEDHEALTH GROUP INC | 919 | $481K | shares |
| VIGVANGUARD SPECIALIZED FUNDS | 2,380 | $462K | shares |
| SCHASCHWAB STRATEGIC TR | 19,488 | $457K | shares |
| SCHMSCHWAB STRATEGIC TR | 17,400 | $456K | shares |
| ORCLORACLE CORP | 3,152 | $441K | shares |
| SCZISHARES TR | 6,790 | $431K | shares |
| MUBISHARES TR | 3,887 | $410K | shares |
| YUMYUM BRANDS INC | 2,564 | $403K | shares |
| AVGOBROADCOM INC | 2,400 | $402K | shares |
| IDXXIDEXX LABS INC | 954 | $401K | shares |
| TRVTRAVELERS COMPANIES INC | 1,509 | $399K | shares |
| VYMVANGUARD WHITEHALL FDS | 3,073 | $396K | shares |
| CPRTCOPART INC | 6,792 | $384K | shares |
| IBBISHARES TR | 3,000 | $384K | shares |
| CSCOCISCO SYS INC | 6,164 | $380K | shares |
| STESTERIS PLC | 1,658 | $376K | shares |
| FDSFACTSET RESH SYS INC | 819 | $372K | shares |
| IWRISHARES TR | 4,364 | $371K | shares |
| VNTVONTIER CORPORATION | 11,095 | $364K | shares |
| LOWLOWES COS INC | 1,540 | $359K | shares |
| ABBVABBVIE INC | 1,680 | $352K | shares |
| NVSNOVARTIS AG | 3,084 | $344K | shares |
| VUGVANGUARD INDEX FDS | 919 | $341K | shares |
| TERTERADYNE INC | 4,072 | $336K | shares |
| XLUSELECT SECTOR SPDR TR | 4,200 | $331K | shares |
| GEGE AEROSPACE | 1,652 | $331K | shares |
| MOALTRIA GROUP INC | 5,450 | $327K | shares |
| IBMINTERNATIONAL BUSINESS MACHS | 1,310 | $326K | shares |
| MLPAGLOBAL X FDS | 6,033 | $321K | shares |
| IYTISHARES TR | 5,000 | $320K | shares |
| INTCINTEL CORP | 14,013 | $318K | shares |
| FDXFEDEX CORP | 1,275 | $311K | shares |
| VVVANGUARD INDEX FDS | 1,200 | $308K | shares |
| DHSWISDOMTREE TR | 3,000 | $297K | shares |
| SUBISHARES TR | 2,760 | $291K | shares |
| DVYISHARES TR | 2,152 | $289K | shares |
| VOOVANGUARD INDEX FDS | 562 | $289K | shares |
| BLKBLACKROCK INC | 297 | $281K | shares |
| MCDMCDONALDS CORP | 896 | $280K | shares |
| AVBAVALONBAY CMNTYS INC | 1,297 | $278K | shares |
| UNPUNION PAC CORP | 1,135 | $268K | shares |
| IJTISHARES TR | 2,152 | $268K | shares |
| EFGISHARES TR | 2,667 | $267K | shares |
| INTUINTUIT | 429 | $263K | shares |
| MDLZMONDELEZ INTL INC | 3,870 | $263K | shares |
| BMYBRISTOL-MYERS SQUIBB CO | 4,144 | $253K | shares |
| SCHWCHARLES SCHWAB CORP (THE) | 3,149 | $247K | shares |
| JPMJPMORGAN CHASE & CO | 967 | $237K | shares |
| RYROYAL BK CDA | 2,095 | $236K | shares |
| NOBLPROSHARES TR | 2,306 | $236K | shares |
| EMREMERSON ELEC CO | 2,148 | $236K | shares |
| QLCFLEXSHARES TR | 3,400 | $217K | shares |
| NKENIKE INC | 3,401 | $216K | shares |
| VZVERIZON COMMUNICATIONS INC | 4,601 | $209K | shares |
| CVXCHEVRON CORPORATION | 1,226 | $205K | shares |
| BKLNINVESCO EXCH TRADED FD TR II | 9,753 | $202K | shares |
| VGTVANGUARD WORLD FD | 372 | $202K | 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 |