We are live on
!
Find out more
WA
Westfuller Advisors Portfolio holdings
AUM
$275M
1-Year Est. Return
24.54%
This Fund
S&P 500
This Quarter
Est. Return
+6.69%
1 Year Est. Return
+24.54%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$220M
AUM Growth
+$44.6M
(+25%)
Cap. Flow
+$34.1M
Cap. Flow
% of AUM
15.49%
Top 10 Holdings %
Top 10 Hldgs %
30.77%
Holding
761
New
644
Increased
73
Reduced
25
Closed
1
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares US Treasury Bond ETF
GOVT
|
+$3.26M |
| 2 |
Apple
AAPL
|
+$2.2M |
| 3 |
Broadcom
AVGO
|
+$2.09M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.73M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$15.6M |
| 2 |
iShares ESG Aware US Aggregate Bond ETF
EAGG
|
+$3.81M |
| 3 |
Vanguard ESG US Stock ETF
ESGV
|
+$3.2M |
| 4 |
Vanguard ESG International Stock ETF
VSGX
|
+$2.76M |
| 5 |
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
|
+$1.83M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 14.11% |
| 2 | Financials | 6.45% |
| 3 | Consumer Discretionary | 4.95% |
| 4 | Communication Services | 4.57% |
| 5 | Healthcare | 3.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Casey's General Stores
CASY
$32.2B
| $91K | 0.04% |
+161
| New | +$84.2K |
|
227
Datadog
DDOG
$95.4B
| $90.1K | 0.04% |
+633
| New | +$87.2K |
|
228
Petrobras
PBR
$125B
| $89.7K | 0.04% |
+6,949
| New | +$87.3K |
|
229
International Seaways
INSW
$4.76B
| $88.4K | 0.04% |
+1,919
| New | +$82.9K |
|
230
Fortive
FTV
$17.9B
| $87.3K | 0.04% |
+1,782
| New | +$87.8K |
|
231
Chevron
CVX
$392B
| $86.1K | 0.04% |
+554
| New | +$85.8K |
|
232
Nuveen ESG Large-Cap Value ETF
NULV
$2.19B
| $84.7K | 0.04% |
+1,933
| New | +$82.5K |
|
233
Commault Systems
CVLT
$4.88B
| $84.6K | 0.04% |
+448
| New | +$80.8K |
|
234
NetApp
NTAP
$35B
| $84.1K | 0.04% |
+710
| New | +$79.4K |
|
235
Black Hills Corp
BKH
$5.42B
| $83.8K | 0.04% |
+1,361
| New | +$80.1K |
|
236
Lazard
LAZ
$4.13B
| $83.4K | 0.04% |
+1,581
| New | +$85.3K |
|
237
Ares Capital
ARCC
$13.5B
| $82.9K | 0.04% |
+4,060
| New | +$90.2K |
|
238
Procter & Gamble
PG
$336B
| $82.5K | 0.04% |
+537
| New | +$83.9K |
|
239
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
| $80.9K | 0.04% |
+1,525
| New | +$80.5K |
|
240
Exelon
EXC
$46.9B
| $80.9K | 0.04% |
+1,797
| New | +$78.9K |
|
241
Blue Owl Capital
OBDC
$5.34B
| $80.8K | 0.04% |
+6,149
| New | +$87.5K |
|
242
Amgen
AMGN
$208B
| $80.6K | 0.04% |
+286
| New | +$82.9K |
|
243
Hewlett Packard
HPE
$63.4B
| $79.8K | 0.04% |
+3,235
| New | +$71.5K |
|
244
Ciena
CIEN
$53.4B
| $79K | 0.04% |
+542
| New | +$55.2K |
|
245
Edwards Lifesciences
EW
$49.6B
| $78.7K | 0.04% |
+1,012
| New | +$79.1K |
|
246
Invesco S&P MidCap Momentum ETF
XMMO
$7.11B
| $77K | 0.04% |
+570
| New | +$75K |
|
247
Acuity Brands
AYI
$9.83B
| $76.8K | 0.03% |
+223
| New | +$71.1K |
|
248
Ameriprise Financial
AMP
$48.3B
| $76.3K | 0.03% |
+155
| New | +$79.4K |
|
249
iShares Biotechnology ETF
IBB
$9.34B
| $76.1K | 0.03% |
+527
| New | +$71.9K |
|
250
Guidewire Software
GWRE
$12.6B
| $75.9K | 0.03% |
+330
| New | +$75.1K |
|
Similar funds
ACM
3C
PP
REA
HCM
MP
JWM
AAM
Westfuller Advisors's Q3 2025 Portfolio in Review
As of Q3 2025, Westfuller Advisors held 761 positions worth $220M, up 25% from $175M the previous quarter. Its ten largest holdings account for 31% of the portfolio.
Westfuller Advisors deployed $34.1M of net new capital in Q3 2025, opening 644 new positions and adding to 73 existing holdings. Its largest new stake was Palo Alto Networks: 4,984 shares worth $1.01M.
By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 7.8% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was iShares 0-3 Month Treasury Bond ETF, an estimated $15.6M trimmed.
- Westfuller Advisors's largest Q3 2025 buy was Palo Alto Networks: 4,984 shares worth $1.01M.
- Westfuller Advisors added most to iShares US Treasury Bond ETF in Q3 2025, an estimated $3.26M increase.
- Westfuller Advisors's biggest Q3 2025 reduction was iShares 0-3 Month Treasury Bond ETF, cutting an estimated $15.6M.
- Westfuller Advisors fully exited iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2025, selling an estimated $1.83M.
- Westfuller Advisors's ten largest holdings make up 31% of its $220M portfolio in Q3 2025.
- Westfuller Advisors opened 644 new positions and closed 1 in Q3 2025.
- Westfuller Advisors's portfolio value rose 25% quarter-over-quarter to $220M.
Based on Westfuller Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.