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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
+2.84%
1 Year Est. Return
+24.54%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$247M
AUM Growth
+$27.3M
Cap. Flow
+$22.1M
Cap. Flow %
8.93%
Top 10 Hldgs %
35.33%
Holding
827
New
67
Increased
273
Reduced
196
Closed
63

Top Buys

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$15.9M
2
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$3.24M
3
NVDA icon
NVIDIA
NVDA
+$1.8M
4
NYF icon
iShares New York Muni Bond ETF
NYF
+$1.78M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$953K

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$499K
2
IAUM icon
iShares Gold Trust Micro
IAUM
+$446K
3
LRCX icon
Lam Research
LRCX
+$417K
4
CHGX icon
AXS Change Finance ESG ETF
CHGX
+$318K
5
STZ icon
Constellation Brands
STZ
+$256K

Sector Composition

Rank Sector Weight
1 Technology 13.02%
2 Financials 5.92%
3 Communication Services 4.5%
4 Consumer Discretionary 4.25%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BKH icon
226
Black Hills Corp
BKH
$5.42B
$94.5K 0.04%
1,361
– –
AMGN icon
227
Amgen
AMGN
$208B
$93.8K 0.04%
287
+1
+0.3% +$317
INSW icon
228
International Seaways
INSW
$4.76B
$93.2K 0.04%
1,919
– –
URI icon
229
United Rentals
URI
$67.2B
$92.7K 0.04%
115
+1
+0.9% +$868
BBY icon
230
Best Buy
BBY
$18.2B
$90.9K 0.04%
1,338
+470
+54% +$35.9K
DDOG icon
231
Datadog
DDOG
$95.4B
$89.3K 0.04%
657
+24
+4% +$3.79K
IBB icon
232
iShares Biotechnology ETF
IBB
$9.34B
$89K 0.04%
527
– –
HUBS icon
233
HubSpot
HUBS
$12.2B
$88.7K 0.04%
+221
New +$91.5K
NULV icon
234
Nuveen ESG Large-Cap Value ETF
NULV
$2.19B
$88.5K 0.04%
1,965
+32
+2% +$1.43K
NKE icon
235
Nike
NKE
$61.9B
$88.4K 0.04%
1,359
-3,098
-70% -$202K
USHY icon
236
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.3B
$87.8K 0.04%
2,349
+1,758
+297% +$65.8K
CASY icon
237
Casey's General Stores
CASY
$32.2B
$86.8K 0.04%
157
-4
-2% -$2.2K
MDLZ icon
238
Mondelez International
MDLZ
$79.5B
$85.8K 0.03%
1,579
-1,992
-56% -$115K
PLTR icon
239
Palantir
PLTR
$295B
$84.6K 0.03%
+476
New +$86.2K
ARCC icon
240
Ares Capital
ARCC
$13.5B
$84.1K 0.03%
4,156
+96
+2% +$1.94K
PBR icon
241
Petrobras
PBR
$125B
$84.1K 0.03%
6,888
-61
-0.9% -$745
VDC icon
242
Vanguard Consumer Staples ETF
VDC
$7.97B
$83.6K 0.03%
396
-45
-10% -$9.57K
CVX icon
243
Chevron
CVX
$392B
$83.3K 0.03%
546
-8
-1% -$1.22K
HOG icon
244
Harley-Davidson
HOG
$2.58B
$82K 0.03%
4,002
+1,588
+66% +$39K
IGSB icon
245
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$81.9K 0.03%
1,549
+24
+2% +$1.27K
LYB icon
246
LyondellBasell Industries
LYB
$20B
$81.1K 0.03%
1,872
-78
-4% -$3.53K
EXC icon
247
Exelon
EXC
$46.9B
$81K 0.03%
1,859
+62
+3% +$2.83K
OBDC icon
248
Blue Owl Capital
OBDC
$5.34B
$81K 0.03%
6,328
+179
+3% +$2.28K
GLW icon
249
Corning
GLW
$119B
$80.2K 0.03%
916
+242
+36% +$20.8K
EW icon
250
Edwards Lifesciences
EW
$49.6B
$80K 0.03%
938
-74
-7% -$6.07K
8 9
10
11 12

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3C
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PP
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REA
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HCM
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MP
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JWM
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AAM
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Westfuller Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Westfuller Advisors held 827 positions worth $247M, up 12% from $220M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Westfuller Advisors deployed $22.1M of net new capital in Q4 2025, opening 67 new positions and adding to 273 existing holdings. Its largest new stake was Vanguard 0-3 Month Treasury Bill ETF: 42,962 shares worth $3.24M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, down from 14% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Amazon, an estimated $499K trimmed.

  • Westfuller Advisors's largest Q4 2025 buy was Vanguard 0-3 Month Treasury Bill ETF: 42,962 shares worth $3.24M.
  • Westfuller Advisors added most to iShares 0-3 Month Treasury Bond ETF in Q4 2025, an estimated $15.9M increase.
  • Westfuller Advisors's biggest Q4 2025 reduction was Amazon, cutting an estimated $499K.
  • Westfuller Advisors fully exited Joby Aviation in Q4 2025, selling an estimated $106K.
  • Westfuller Advisors's ten largest holdings make up 35% of its $247M portfolio in Q4 2025.
  • Westfuller Advisors opened 67 new positions and closed 63 in Q4 2025.
  • Westfuller Advisors's portfolio value rose 12% quarter-over-quarter to $247M.

Based on Westfuller Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.