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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
XMMO icon
251
Invesco S&P MidCap Momentum ETF
XMMO
$7.11B
$79K 0.03%
571
+1
+0.2% +$137
APP icon
252
Applovin
APP
$133B
$78.8K 0.03%
+117
New +$73.7K
AYI icon
253
Acuity Brands
AYI
$9.83B
$78.1K 0.03%
217
-6
-3% -$2.17K
PG icon
254
Procter & Gamble
PG
$336B
$77.4K 0.03%
540
+3
+0.6% +$442
TXN icon
255
Texas Instruments
TXN
$252B
$77.3K 0.03%
445
+80
+22% +$13.7K
AMP icon
256
Ameriprise Financial
AMP
$48.3B
$77.2K 0.03%
157
+2
+1% +$949
ZTS icon
257
Zoetis
ZTS
$32.4B
$77K 0.03%
612
-61
-9% -$7.96K
LAZ icon
258
Lazard
LAZ
$4.13B
$75.3K 0.03%
1,550
-31
-2% -$1.55K
NWE icon
259
NorthWestern Energy
NWE
$4.23B
$75.2K 0.03%
1,165
-13
-1% -$823
NTAP icon
260
NetApp
NTAP
$35B
$74.4K 0.03%
695
-15
-2% -$1.71K
HE icon
261
Hawaiian Electric Industries
HE
$2.23B
$73.8K 0.03%
6,000
– –
MS icon
262
Morgan Stanley
MS
$331B
$73.5K 0.03%
414
+63
+18% +$10.5K
NCLH icon
263
Norwegian Cruise Line
NCLH
$8.51B
$73.4K 0.03%
3,287
+923
+39% +$19.5K
NOK icon
264
Nokia
NOK
$51B
$73.2K 0.03%
11,314
+1
+0% +$6
HPE icon
265
Hewlett Packard
HPE
$63.4B
$72.8K 0.03%
3,013
-222
-7% -$5.23K
ANET icon
266
Arista Networks
ANET
$227B
$72.2K 0.03%
551
+532
+2,800% +$73.2K
SCHW
267
Charles Schwab
SCHW
$183B
$72.1K 0.03%
721
-15
-2% -$1.42K
NYT icon
268
New York Times
NYT
$12.1B
$71.6K 0.03%
1,031
+3
+0.3% +$186
VPU
269
Vanguard Utilities ETF
VPU
$8.46B
$71.2K 0.03%
385
+3
+0.8% +$576
USMV icon
270
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$69.7K 0.03%
740
+3
+0.4% +$283
GWRE icon
271
Guidewire Software
GWRE
$12.6B
$67.9K 0.03%
338
+8
+2% +$1.77K
PBW icon
272
Invesco WilderHill Clean Energy ETF
PBW
$407M
$67K 0.03%
2,193
+5
+0.2% +$159
VZ icon
273
Verizon
VZ
$195B
$66.7K 0.03%
1,638
-21
-1% -$852
JEPI icon
274
JPMorgan Equity Premium Income ETF
JEPI
$45.9B
$65K 0.03%
1,128
+21
+2% +$1.2K
SJT
275
San Juan Basin Royalty Trust
SJT
$117M
$64.2K 0.03%
11,430
– –
9 10
11
12 13

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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.