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WA
Westfuller Advisors Portfolio holdings
AUM
$275M
Turnover
14.15%
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
(+19%)
Cap. Flow
+$18.9M
Cap. Flow % of AUM
Cap. Flow %
6.89%
Top 10 Holdings %
Top 10 Hldgs %
30.8%
Holding
813
New
61
Increased
257
Reduced
205
Closed
54
Avg Time Held
0.8
years
Top 10 Avg Time Held
1.1
years
Top 20 Avg Time Held
1.1
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$9.49M |
| 2 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$7.51M |
| 3 |
Calvert US Large-Cap Core Responsible Index ETF
CVLC
|
+$3.87M |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
+$3M |
| 5 |
Vanguard ESG US Stock ETF
ESGV
|
+$2.06M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$24.1M |
| 2 |
Vanguard 0-3 Month Treasury Bill ETF
VBIL
|
+$1.37M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$412K |
| 4 |
iShares New York Muni Bond ETF
NYF
|
+$286K |
| 5 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
State Street SPDR S&P 500 ETF Trust
SPY
$817B
| $12M | 4.39% |
16,094
+13,087
| +435% | +$9.49M |
2024 Q1
9 quarters
|
|
2
iShares US Treasury Bond ETF
GOVT
$42.1B
| $10M | 3.64% |
439,520
+62,106
| +16% | +$1.41M |
2024 Q1
9 quarters
|
|
3
Apple
AAPL
$5T
| $9.8M | 3.57% |
33,909
+4,596
| +16% | +$1.31M |
2024 Q1
9 quarters
|
|
4
Vanguard S&P 500 ETF
VOO
$1.04T
| $9.45M | 3.44% |
13,758
-299
| -2% | -$199K |
2024 Q1
9 quarters
|
|
5
NVIDIA
NVDA
$5.24T
| $8.78M | 3.2% |
43,871
+388
| +0.9% | +$79.8K |
2024 Q1
9 quarters
|
|
|
6
Vanguard Russell 1000 Growth ETF
VONG
$46.1B
| $7.73M | 2.81% |
60,500
+60,480
| +302,400% | +$7.51M |
2025 Q3
3 quarters
|
|
7
Nuveen ESG US Aggregate Bond ETF
NUBD
$492M
| $6.93M | 2.52% |
313,124
-3,909
| -1% | -$86.5K |
2024 Q1
9 quarters
|
|
8
Amazon
AMZN
$2.83T
| $6.83M | 2.49% |
28,647
+962
| +3% | +$241K |
2024 Q1
9 quarters
|
|
9
Vanguard ESG International Stock ETF
VSGX
$6.56B
| $6.64M | 2.42% |
80,589
+16,131
| +25% | +$1.28M |
2024 Q1
9 quarters
|
|
10
iShares Core MSCI EAFE ETF
IEFA
$189B
| $6.38M | 2.32% |
66,104
+1,156
| +2% | +$111K |
2024 Q1
9 quarters
|
|
11
iShares Core US Aggregate Bond ETF
AGG
$138B
| $6.19M | 2.25% |
62,578
+12,674
| +25% | +$1.25M |
2024 Q3
7 quarters
|
|
|
12
Vanguard ESG US Stock ETF
ESGV
$13.4B
| $5.56M | 2.02% |
42,011
+16,151
| +62% | +$2.06M |
2024 Q1
9 quarters
|
|
|
13
Calvert US Large-Cap Core Responsible Index ETF
CVLC
$993M
| $4.74M | 1.73% |
50,220
+42,770
| +574% | +$3.87M |
2025 Q4
2 quarters
|
|
14
Alphabet (Google) Class C
GOOG
$4.16T
| $4.72M | 1.72% |
13,355
+4,069
| +44% | +$1.45M |
2024 Q1
9 quarters
|
|
15
Alphabet (Google) Class A
GOOGL
$4.21T
| $4.36M | 1.59% |
12,205
+1,948
| +19% | +$701K |
2024 Q1
9 quarters
|
|
16
iShares ESG Aware US Aggregate Bond ETF
EAGG
$5.03B
| $4.31M | 1.57% |
91,000
+42,275
| +87% | +$2M |
2024 Q1
9 quarters
|
|
17
iShares California Muni Bond ETF
CMF
$5.13B
| $4.01M | 1.46% |
69,572
+508
| +0.7% | +$29.1K |
2024 Q1
9 quarters
|
|
18
iShares Core S&P 500 ETF
IVV
$884B
| $3.82M | 1.39% |
5,103
+112
| +2% | +$81.6K |
2024 Q3
7 quarters
|
|
19
Impact Shares Womens Empowerment ETF Trading
WOMN
$58.7M
| $3.62M | 1.32% |
85,395
-1,480
| -2% | -$62.3K |
2024 Q1
9 quarters
|
|
|
20
iShares MSCI EAFE Growth ETF
EFG
$14.9B
| $3.5M | 1.28% |
28,159
+24,867
| +755% | +$3M |
2024 Q3
7 quarters
|
|
21
AXS Change Finance ESG ETF
CHGX
$177M
| $3.48M | 1.27% |
104,651
-7,096
| -6% | -$220K |
2025 Q2
4 quarters
|
|
22
SPDR Gold Trust
GLD
$140B
| $3.45M | 1.25% |
9,354
-136
| -1% | -$56.3K |
2024 Q1
9 quarters
|
|
23
Microsoft
MSFT
$3.96T
| $3.42M | 1.24% |
9,159
+3,091
| +51% | +$1.25M |
2024 Q1
9 quarters
|
|
24
Adasina Social Justice All Cap Global ETF
JSTC
$297M
| $3.39M | 1.23% |
148,136
+9,069
| +7% | +$196K |
2024 Q1
9 quarters
|
|
25
Invesco QQQ Trust
QQQ
$485B
| $3.38M | 1.23% |
4,590
-226
| -5% | -$155K |
2024 Q1
9 quarters
|
|
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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.