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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
FSLR icon
276
First Solar
FSLR
$22.7B
$64K 0.03%
245
+9
+4% +$2.27K
DHS icon
277
WisdomTree US High Dividend Fund
DHS
$1.56B
$62.5K 0.03%
614
+6
+1% +$605
A icon
278
Agilent Technologies
A
$39.1B
$59.8K 0.02%
440
+1
+0.2% +$144
NIO icon
279
NIO
NIO
$12.2B
$59.6K 0.02%
+11,680
New +$72.1K
XLB icon
280
State Street Materials Select Sector SPDR ETF
XLB
$8.5B
$58.7K 0.02%
1,293
-89
-6% -$3.93K
FDN icon
281
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.12B
$57.9K 0.02%
215
– –
UNH icon
282
UnitedHealth
UNH
$376B
$57.7K 0.02%
175
-3
-2% -$1.02K
REET icon
283
iShares Global REIT ETF
REET
$5.09B
$57.3K 0.02%
2,297
+25
+1% +$632
PHO icon
284
Invesco Water Resources ETF
PHO
$2.01B
$57.1K 0.02%
812
+1
+0.1% +$72
TTE icon
285
TotalEnergies
TTE
$195B
$56.9K 0.02%
856
– –
AA icon
286
Alcoa
AA
$11.9B
$56.6K 0.02%
1,065
– –
PGR icon
287
Progressive
PGR
$123B
$56K 0.02%
246
-8
-3% -$1.81K
DE icon
288
Deere & Co
DE
$160B
$55.2K 0.02%
118
+14
+13% +$6.57K
VIV icon
289
Telefônica Brasil
VIV
$20.6B
$54.7K 0.02%
4,580
-64
-1% -$794
NIE
290
Virtus Equity & Convertible Income Fund
NIE
$719M
$54.7K 0.02%
2,149
+42
+2% +$1.06K
BXSL icon
291
Blackstone Secured Lending
BXSL
$5.37B
$53.8K 0.02%
1,984
– –
DOLE icon
292
Dole
DOLE
$1.35B
$53.7K 0.02%
3,560
-40
-1% -$557
KSS icon
293
Kohl's
KSS
$2.17B
$53.3K 0.02%
+2,612
New +$48.9K
FLR icon
294
Fluor
FLR
$7.01B
$51.9K 0.02%
1,310
– –
KEYS icon
295
Keysight
KEYS
$54.5B
$50.2K 0.02%
247
-10
-4% -$1.86K
VUSB icon
296
Vanguard Ultra-Short Bond ETF
VUSB
$8.94B
$50.2K 0.02%
1,007
+15
+2% +$748
QQQX icon
297
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.44B
$47.8K 0.02%
1,675
+65
+4% +$1.81K
VCIT icon
298
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$46.9K 0.02%
560
+7
+1% +$588
MCO icon
299
Moody's
MCO
$82.8B
$46.9K 0.02%
92
-15
-14% -$7.32K
BIP icon
300
Brookfield Infrastructure Partners
BIP
$19.2B
$46.7K 0.02%
1,343
+16
+1% +$557
10 11
12
13 14

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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.