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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
BKNG icon
276
Booking.com
BKNG
$145B
$65.3K 0.02%
367
-208
-36% -$35.5K
VPU
277
Vanguard Utilities ETF
VPU
$8.33B
$65.3K 0.02%
334
-37
-10% -$7.26K
FITB
278
Fifth Third Bancorp
FITB
$49.8B
$65K 0.02%
1,145
+941
+461% +$47.7K
LYB icon
279
LyondellBasell Industries
LYB
$20.5B
$63.9K 0.02%
1,214
-677
-36% -$46.7K
HRI icon
280
Herc Holdings
HRI
$4.71B
$63.8K 0.02%
+445
New +$57.4K
WFC icon
281
Wells Fargo
WFC
$272B
$63.5K 0.02%
769
+163
+27% +$13.1K
VGSR icon
282
Vert Global Sustainable Real Estate ETF
VGSR
$531M
$62.9K 0.02%
5,523
– –
CL icon
283
Colgate-Palmolive
CL
$70.8B
$62.7K 0.02%
683
+465
+213% +$40.7K
VIV icon
284
Telefônica Brasil
VIV
$18.6B
$62.5K 0.02%
4,580
– –
AIR icon
285
AAR Corp
AIR
$5.09B
$62.2K 0.02%
435
– –
NIE
286
Virtus Equity & Convertible Income Fund
NIE
$722M
$61.5K 0.02%
2,290
+50
+2% +$1.3K
DNOW icon
287
DNOW Inc
DNOW
$2.91B
$61.3K 0.02%
4,728
-236
-5% -$3.06K
VDC icon
288
Vanguard Consumer Staples ETF
VDC
$7.87B
$61.2K 0.02%
272
-83
-23% -$18.9K
MELI icon
289
Mercado Libre
MELI
$100B
$60.1K 0.02%
35
– –
A icon
290
Agilent Technologies
A
$42.5B
$58.7K 0.02%
441
+1
+0.2% +$122
ASML icon
291
ASML
ASML
$659B
$58K 0.02%
29
– –
AJG icon
292
Arthur J. Gallagher & Co
AJG
$67.3B
$57.6K 0.02%
251
+223
+796% +$47.4K
FDN icon
293
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.38B
$56.9K 0.02%
215
– –
WAB icon
294
Wabtec
WAB
$47.8B
$55.9K 0.02%
207
– –
SCHW
295
Charles Schwab
SCHW
$189B
$55.8K 0.02%
605
-37
-6% -$3.37K
TSLA icon
296
Tesla
TSLA
$1.4T
$55.7K 0.02%
132
-261
-66% -$104K
TGT icon
297
Target
TGT
$74.7B
$55.5K 0.02%
425
+397
+1,418% +$50.4K
FSLR icon
298
First Solar
FSLR
$22B
$53.8K 0.02%
228
+6
+3% +$1.41K
LAZ icon
299
Lazard
LAZ
$4.39B
$53.8K 0.02%
1,282
– –
SHY icon
300
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$52.1K 0.02%
634
-5,012
-89% -$412K
10 11
12
13 14

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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.