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WA

Westfuller Advisors Portfolio holdings

AUM $275M
1-Year Est. Return 24.54%
This Fund
S&P 500
This Quarter Est. Return
+15.28%
1 Year Est. Return
+24.54%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$275M
AUM Growth
+$43M
Cap. Flow
+$18.9M
Cap. Flow %
6.89%
Top 10 Hldgs %
30.8%
Holding
813
New
61
Increased
257
Reduced
205
Closed
54

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$9.49M
2
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$7.51M
3
CVLC icon
Calvert US Large-Cap Core Responsible Index ETF
CVLC
+$3.87M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3M
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$2.06M

Top Sells

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$24.1M
2
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$1.37M
3
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$412K
4
NYF icon
iShares New York Muni Bond ETF
NYF
+$286K
5
HON icon
Honeywell
HON
+$259K

Sector Composition

Rank Sector Weight
1 Miscellaneous 61.16%
2 Technology 15.07%
3 Financials 5.68%
4 Communication Services 4.81%
5 Consumer Discretionary 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$815B
$12M 4.39%
16,094
+13,087
+435% +$9.49M
GOVT icon
2
iShares US Treasury Bond ETF
GOVT
$42B
$10M 3.64%
439,520
+62,106
+16% +$1.41M
AAPL icon
3
Apple
AAPL
$4.69T
$9.81M 3.57%
33,909
+4,596
+16% +$1.31M
VOO icon
4
Vanguard S&P 500 ETF
VOO
$1.03T
$9.45M 3.44%
13,758
-299
-2% -$199K
NVDA icon
5
NVIDIA
NVDA
$5.56T
$8.78M 3.2%
43,871
+388
+0.9% +$79.8K
VONG icon
6
Vanguard Russell 1000 Growth ETF
VONG
$45.3B
$7.73M 2.81%
60,500
+60,480
+302,400% +$7.51M
NUBD icon
7
Nuveen ESG US Aggregate Bond ETF
NUBD
$488M
$6.93M 2.52%
313,124
-3,909
-1% -$86.5K
AMZN icon
8
Amazon
AMZN
$2.78T
$6.83M 2.49%
28,647
+962
+3% +$241K
VSGX icon
9
Vanguard ESG International Stock ETF
VSGX
$6.88B
$6.64M 2.42%
80,589
+16,131
+25% +$1.28M
IEFA icon
10
iShares Core MSCI EAFE ETF
IEFA
$196B
$6.38M 2.32%
66,104
+1,156
+2% +$111K
AGG icon
11
iShares Core US Aggregate Bond ETF
AGG
$138B
$6.19M 2.25%
62,578
+12,674
+25% +$1.25M
ESGV icon
12
Vanguard ESG US Stock ETF
ESGV
$13.6B
$5.56M 2.02%
42,011
+16,151
+62% +$2.06M
CVLC icon
13
Calvert US Large-Cap Core Responsible Index ETF
CVLC
$981M
$4.74M 1.73%
50,220
+42,770
+574% +$3.87M
GOOG icon
14
Alphabet (Google) Class C
GOOG
$4.1T
$4.72M 1.72%
13,355
+4,069
+44% +$1.45M
GOOGL icon
15
Alphabet (Google) Class A
GOOGL
$4.14T
$4.36M 1.59%
12,205
+1,948
+19% +$701K
EAGG icon
16
iShares ESG Aware US Aggregate Bond ETF
EAGG
$5.06B
$4.31M 1.57%
91,000
+42,275
+87% +$2M
CMF icon
17
iShares California Muni Bond ETF
CMF
$4.6B
$4.01M 1.46%
69,572
+508
+0.7% +$29.1K
IVV icon
18
iShares Core S&P 500 ETF
IVV
$888B
$3.82M 1.39%
5,103
+112
+2% +$81.6K
WOMN icon
19
Impact Shares Womens Empowerment ETF Trading
WOMN
$59.3M
$3.62M 1.32%
85,395
-1,480
-2% -$62.3K
EFG icon
20
iShares MSCI EAFE Growth ETF
EFG
$17B
$3.5M 1.28%
28,159
+24,867
+755% +$3M
CHGX icon
21
AXS Change Finance ESG ETF
CHGX
$178M
$3.48M 1.27%
104,651
-7,096
-6% -$220K
GLD icon
22
SPDR Gold Trust
GLD
$149B
$3.45M 1.25%
9,354
-136
-1% -$56.3K
MSFT icon
23
Microsoft
MSFT
$3.71T
$3.42M 1.24%
9,159
+3,091
+51% +$1.25M
JSTC icon
24
Adasina Social Justice All Cap Global ETF
JSTC
$302M
$3.39M 1.23%
148,136
+9,069
+7% +$196K
QQQ icon
25
Invesco QQQ Trust
QQQ
$488B
$3.38M 1.23%
4,590
-226
-5% -$155K
1
2 3 4 5

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Westfuller Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Westfuller Advisors held 813 positions worth $275M, up 19% from $232M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Westfuller Advisors deployed $18.9M of net new capital in Q2 2026, opening 61 new positions and adding to 257 existing holdings. Its largest new stake was Jabil: 942 shares worth $363K.

By sector, the portfolio is most concentrated in Miscellaneous at 61% of assets, down from 65% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was iShares 1-3 Year Treasury Bond ETF, an estimated $412K trimmed.

  • Westfuller Advisors's largest Q2 2026 buy was Jabil: 942 shares worth $363K.
  • Westfuller Advisors added most to State Street SPDR S&P 500 ETF Trust in Q2 2026, an estimated $9.49M increase.
  • Westfuller Advisors's biggest Q2 2026 reduction was iShares 1-3 Year Treasury Bond ETF, cutting an estimated $412K.
  • Westfuller Advisors fully exited iShares 0-3 Month Treasury Bond ETF in Q2 2026, selling an estimated $24.1M.
  • Westfuller Advisors's ten largest holdings make up 31% of its $275M portfolio in Q2 2026.
  • Westfuller Advisors opened 61 new positions and closed 54 in Q2 2026.
  • Westfuller Advisors's portfolio value rose 19% quarter-over-quarter to $275M.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.