WEST MICHIGAN ADVISORS LLC
Q3 2026 Form 13-F

HOLLAND, MICHIGAN
CIK 0001909879 · CRD 312073 · SEC-registered investment adviser
$531.6M Reported Value Total

TAMARISK FINANCIAL, LLC reports 2,993 total accounts under management (AUM). There are 2,993 discretionary accounts valued at $781,324,025, and 0 non-discretionary accounts.

Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
SEC Registered Discretionary Manager
Firm Brochure (Part 2A) Brochure Supplement (Part 2B) Client Relationship Summary (Form CRS)
Source: Form ADV filed 2026-10-28
Reported value
$531.6M
Quarter over quarter
-1.3%
Holdings
289
Top-10 concentration
28.6%

Filing Structure

Reports holdings for

  • Aligned Investors (not a 13F filer in our records) · Q1 2023 – Q1 2023 · declared by one filing
  • Atlanta Capital Management (not a 13F filer in our records) · Q1 2022 – Q1 2023 · declared by one filing
  • Capital Wealth Planning (not a 13F filer in our records) · Q1 2022 – Q1 2023 · declared by one filing
  • Clearbridge Dynamic (not a 13F filer in our records) · Q1 2022 – Q1 2023 · declared by one filing
  • Columbia Threadneedle (not a 13F filer in our records) · Q1 2023 – Q1 2023 · declared by one filing
  • Confluence Investment Management (not a 13F filer in our records) · Q1 2022 – Q1 2023 · declared by one filing
  • Congress Asset Mgmt (not a 13F filer in our records) · Q1 2022 – Q1 2023 · declared by one filing
  • Cougar Global (MD) (not a 13F filer in our records) · Q1 2023 – Q1 2023 · declared by one filing
  • Crossmark Global Investments (not a 13F filer in our records) · Q1 2022 – Q1 2023 · declared by one filing
  • Dearborn Partners (not a 13F filer in our records) · Q1 2022 – Q1 2023 · declared by one filing
  • Eagle Asset Management (not a 13F filer in our records) · Q1 2022 – Q1 2023 · declared by one filing
  • Franklin Templeton (not a 13F filer in our records) · Q1 2022 – Q1 2023 · declared by one filing
  • Freedom (not a 13F filer in our records) · Q2 2022 – Q1 2023 · declared by one filing
  • Loomis Styles & Co (not a 13F filer in our records) · Q1 2023 – Q1 2023 · declared by one filing
  • Norris Perne and French (not a 13F filer in our records) · Q1 2022 – Q1 2023 · declared by one filing
  • Riverfront (not a 13F filer in our records) · Q1 2022 – Q1 2023 · declared by one filing
  • RJ Research Portfolios (not a 13F filer in our records) · Q1 2022 – Q1 2023 · declared by one filing
  • Shelton Capital (not a 13F filer in our records) · Q1 2022 – Q1 2023 · declared by one filing
  • TCW Investment Management (not a 13F filer in our records) · Q1 2023 – Q1 2023 · declared by one filing
  • West End Advisors (not a 13F filer in our records) · Q1 2022 – Q1 2023 · declared by one filing
  • Freedon (not a 13F filer in our records) · Q1 2022 – Q1 2022 · declared by one filing

Key People

Form ADV owners & control persons
Aaron Michael Clark
MEMBER/CEO/MANAGING PARTNER
Thomas Scott Bosch
MEMBER/PARTNER
Kevin Howard Clark
SENIOR PARTNER
Q2 2026
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Q3 2026 13F filing summary

Period of report September 30, 2026
Filed November 09, 2026
Form 13F-HR
Reported value $531.6M
Positions 289
Change in reported value +1.0%
New positions 51
Exited positions 57
Position turnover 31.2%
Top-10 concentration 28.6%

13F filings by quarter

Quarter Positions Value
Q3 2026 13F
Filed Nov 9, 2026
 289 $531.6M
Q2 2026 13F
Filed Jul 24, 2026
 295 $526.1M
Q1 2026 13F
Filed May 5, 2026
 298 $455.2M
Q4 2025 13F
Filed Jan 28, 2026
 271 $435.6M
Q3 2025 13F
Filed Nov 13, 2025
 261 $416.0M
Q2 2025 13F
Filed Jul 31, 2025
 235 $354.5M
Q1 2025 13F
Filed May 9, 2025
 212 $301.6M
Q4 2024 13F
Filed Feb 5, 2025
 228 $331.2M
Q3 2024 13F
Filed Oct 23, 2024
 191 $331.3M
Q2 2024 13F
Filed Aug 5, 2024
 179 $314.3M
Q1 2024 13F
Filed May 14, 2024
 176 $307.7M
Q4 2023 13F
Filed Feb 14, 2024
 154 $263.9M
Q3 2023 13F
Filed Nov 13, 2023
 151 $187.1M
Q2 2023 13F
Filed Aug 15, 2023
 246 $250.2M
Q1 2023 13F
Filed Apr 21, 2023
 156 $176.1M
Q4 2022 13F
Filed Feb 13, 2023
 123 $137.4M
Q3 2022 13F
Filed Nov 14, 2022
 111 $114.8M
Q2 2022 13F
Filed Aug 15, 2022
 115 $116.4M
Q1 2022 13F
Filed May 13, 2022
 130 $148.1M
Q4 2021 13F
Filed Feb 15, 2022
 125 $134.2M

Top 20 holdings · Q3 2026

# Holding Reported value % of portfolio
1 GNTX Gentex Corp $39.3M 7.39%
2 SPDF Defender Risk Adaptive 500 ETF $23.7M 4.45%
3 DIVO Amplify CWP Enhanced DIV Inm ETF $16.6M 3.12%
4 AAPL Apple Inc $15.3M 2.89%
5 NVDA Nvidia Corp $13.4M 2.51%
6 SGOV iShares TR 0-3 MNTH Treasry $10.9M 2.04%
7 MSFT Microsoft $10.1M 1.91%
8 BOXX Alpha Architect 1-3 Month Box ETF $8.5M 1.59%
9 VOO Vanguard S&P 500 ETF $7.3M 1.37%
10 AROC Archrock Incorporated $7.2M 1.36%
11 MPC Marathon Pete Corp $7.1M 1.34%
12 AVGO Broadcom Inc $6.3M 1.18%
13 QCOM Qualcomm Incorporated $6.2M 1.17%
14 INTC Intel $6.1M 1.14%
15 JPM JPMorgan Chase $6.0M 1.13%
16 GILD Gilead Sciences Incorporated $6.0M 1.12%
17 XHLF Bondbloxx Bloomberg 6 MNTH Target Duration US Treasury $5.6M 1.05%
18 MO Altria Group Incorporated $5.5M 1.04%
19 MRNA Moderna Incorporated $5.4M 1.01%
20 EOG Eog Res Incorporated $5.3M 1.0%

Values as reported on the Q3 2026 Form 13F. Every position is in the holdings table below.

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