1y return+18.6%S&P 500 +20.9%
3y return+50.5%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $140 against $157 in the S&P 500.2
West Bancorporation IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IWFISHARES Tr | $18.3M | 7.8% | |
| IWDISHARES Tr | $17.1M | 7.3% | −3.5% |
| VYMVanguard Whitehall FDS | $14.9M | 6.4% | +6.8% |
| VYMIVanguard Whitehall FDS | $14.5M | 6.2% | +10.8% |
| IWRISHARES Tr | $12.7M | 5.4% | +8.4% |
| VOVanguard Index FDS | $12.6M | 5.4% | +144.4% |
| VOOVanguard Index FDS | $12.0M | 5.1% | |
| VUGVanguard Index FDS | $11.1M | 4.8% | +38.3% |
| WTBAWest Bancorporation INC | $11.0M | 4.7% | |
| IVVISHARES Tr | $9.6M | 4.1% | −3.7% |
| SPYSPDR S&P 500 EFT Trust | $9.5M | 4.0% | |
| VBVanguard Index FDS | $7.5M | 3.2% | +3.8% |
| VEAVanguard Tax-Managed FDS | $6.6M | 2.8% | +7.2% |
| QQQInvesco Qqq Trust | $5.9M | 2.5% | +33.5% |
| AAPLApple INC | $4.7M | 2.0% | −4.1% |
| VTVVanguard Index FDS | $4.7M | 2.0% | +38.4% |
| BAMBrookfield Asset Management Ltd Mngmt A | $4.2M | 1.8% | |
| MSFTMicrosoft Corp | $3.2M | 1.4% | −5.2% |
| VEUVanguard Intl Equity Index F | $3.1M | 1.3% | −7.4% |
| IWMISHARES Tr | $3.0M | 1.3% | −10.7% |
| ACWIISHARES MSCI ACWI Index Fund | $2.8M | 1.2% | −2.0% |
| JPMJPMORGAN Chase & CO | $2.0M | 0.9% | −5.4% |
| GOOGAlphabet INC | $2.0M | 0.9% | −11.5% |
| SCHDSchwab Strategic Trust | $1.6M | 0.7% | −4.6% |
| NVDANvidia Corp | $1.5M | 0.6% | −13.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp | December 31, 2021 | +580.3% | $1.5M |
| GOOGAlphabet INC | December 31, 2021 | +144.2% | $2.0M |
| AMZNAmazon com INC | March 31, 2023 | +130.7% | $1.2M |
| VUGVanguard Index FDS | March 31, 2023 | +107.2% | $11.1M |
| JPMJPMORGAN Chase & CO | December 31, 2021 | +106.7% | $2.0M |
| ABBVAbbvie INC | December 31, 2021 | +85.8% | $1.2M |
| CSCOCisco Systems INC | December 31, 2021 | +85.4% | $985K |
| BRK/BBerkshire Hathaway INC | December 31, 2021 | +67.4% | $855K |
| SPYSPDR S&P 500 EFT Trust | March 31, 2022 | +65.3% | $9.5M |
| COSTCostco Wholesale Corp | December 31, 2021 | +64.8% | $1.2M |
Sold off last quarter
- PEPPepsico INC was $721K
- DONWisdomtree TR was $369K
- LHXL3harris Technologies INC was $293K
- TAt&t Inc was $281K
- EMREmerson Electric CO was $261K
- PEGPublic Service Enterprise Group INC was $246K
- IDVISHARES Tr was $245K
- EOGEog Resources INC was $241K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.6% | +14.8% |
| March 31, 2026 | −2.2% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +6.7% | +7.8% |
| June 30, 2025 | +7.8% | +10.5% |
| March 31, 2025 | −4.2% | −4.6% |
| December 31, 2024 | +1.4% | +2.1% |
| September 30, 2024 | +6.7% | +5.4% |
| June 30, 2024 | +0.7% | +4.0% |
| March 31, 2024 | +5.6% | +10.0% |
| December 31, 2023 | +10.6% | +11.2% |
| September 30, 2023 | −3.4% | −3.6% |
| June 30, 2023 | +8.9% | +8.3% |
| March 31, 2023 | −2.5% | +7.0% |
| December 31, 2022 | +11.5% | +7.1% |
| September 30, 2022 | −5.6% | −5.3% |
| June 30, 2022 | −13.4% | −16.5% |
| March 31, 2022 | −4.2% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: West Bancorporation Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1166928&type=13F-HR&dateb=&owner=include&count=40CIK 1166928
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1166928/000116692826000037/Filed July 23, 2026 · accession 0001166928-26-000037