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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 | |
|---|---|---|---|---|---|---|
276
iShares Global REIT ETF
REET
$5.09B
| $58.1K | 0.03% |
+2,272
| New | +$57K |
|
277
Agilent Technologies
A
$39.1B
| $56.5K | 0.03% |
+439
| New | +$53K |
|
|
VSDB
278
Vanguard Short Duration Bond ETF
VSDB
$893M
| $56.1K | 0.03% |
+732
| New | +$55.8K |
|
279
Advance Auto Parts
AAP
$3.35B
| $56K | 0.03% |
+912
| New | +$53.9K |
|
280
Magnite
MGNI
$2.76B
| $56K | 0.03% |
+2,570
| New | +$60.7K |
|
281
Bath & Body Works
BBWI
$4.06B
| $55.8K | 0.03% |
+2,167
| New | +$64.2K |
|
282
Morgan Stanley
MS
$331B
| $55.8K | 0.03% |
+351
| New | +$51.8K |
|
283
Corning
GLW
$119B
| $55.3K | 0.03% |
+674
| New | +$44K |
|
284
Fluor
FLR
$7.01B
| $55.1K | 0.03% |
+1,310
| New | +$60.3K |
|
285
The Mosaic Company
MOS
$7.03B
| $54.8K | 0.02% |
+1,581
| New | +$54.5K |
|
286
Nokia
NOK
$51B
| $54.4K | 0.02% |
11,313
+77
| +0.7% | +$348 |
|
287
Blackstone Secured Lending
BXSL
$5.37B
| $53.3K | 0.02% |
+1,984
| New | +$59.6K |
|
|
NIE
288
Virtus Equity & Convertible Income Fund
NIE
$719M
| $52.9K | 0.02% |
+2,107
| New | +$51.5K |
|
|
INVX
289
Innovex International
INVX
$1.96B
| $52.8K | 0.02% |
+2,850
| New | +$47.4K |
|
290
First Solar
FSLR
$22.7B
| $52K | 0.02% |
+236
| New | +$45.3K |
|
291
TotalEnergies
TTE
$195B
| $52K | 0.02% |
+856
| New | +$52.8K |
|
292
Dell
DELL
$262B
| $51K | 0.02% |
+360
| New | +$46.7K |
|
293
Moody's
MCO
$82.8B
| $50.8K | 0.02% |
+107
| New | +$53.9K |
|
294
Vanguard Ultra-Short Bond ETF
VUSB
$8.94B
| $49.6K | 0.02% |
+992
| New | +$49.4K |
|
|
NVO
295
Novo Nordisk
NVO
$208B
| $48.9K | 0.02% |
+881
| New | +$51.6K |
|
296
Dole
DOLE
$1.35B
| $48.7K | 0.02% |
+3,600
| New | +$50.5K |
|
297
Motorola Solutions
MSI
$72.3B
| $48.5K | 0.02% |
+106
| New | +$47.8K |
|
298
Deere & Co
DE
$160B
| $47.6K | 0.02% |
+104
| New | +$51.3K |
|
299
BP
BP
$116B
| $46.9K | 0.02% |
+1,361
| New | +$45.6K |
|
300
Vanguard Total Bond Market
BND
$157B
| $46.5K | 0.02% |
+625
| New | +$46K |
|
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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.