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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
BP icon
301
BP
BP
$116B
$46.6K 0.02%
1,342
-19
-1% -$667
PNC icon
302
PNC Financial Services
PNC
$99.7B
$45.4K 0.02%
217
+46
+27% +$8.88K
WAB icon
303
Wabtec
WAB
$49.1B
$44.2K 0.02%
207
+94
+83% +$19.3K
WDC icon
304
Western Digital
WDC
$188B
$43.2K 0.02%
251
– –
GD icon
305
General Dynamics
GD
$104B
$42.4K 0.02%
126
-6
-5% -$2.05K
USA icon
306
Liberty All-Star Equity Fund
USA
$1.79B
$42.1K 0.02%
6,709
-57
-0.8% -$355
TEL icon
307
TE Connectivity
TEL
$59.6B
$42.1K 0.02%
185
+101
+120% +$23.4K
MSI icon
308
Motorola Solutions
MSI
$72.3B
$40.8K 0.02%
106
– –
NVO
309
Novo Nordisk
NVO
$208B
$40.5K 0.02%
795
-86
-10% -$4.4K
PM icon
310
Philip Morris
PM
$297B
$39.7K 0.02%
245
+1
+0.4% +$155
BSX icon
311
Boston Scientific
BSX
$69.5B
$38.9K 0.02%
408
-28
-6% -$2.75K
FTV icon
312
Fortive
FTV
$17.9B
$36.8K 0.01%
667
-1,115
-63% -$57.9K
AIR icon
313
AAR Corp
AIR
$5.59B
$36K 0.01%
435
– –
WBD icon
314
Warner Bros
WBD
$65.9B
$36K 0.01%
1,248
+230
+23% +$5.38K
DD icon
315
DuPont de Nemours
DD
$18.5B
$36K 0.01%
298
-359
-55% -$40.4K
L icon
316
Loews
L
$23.9B
$35.7K 0.01%
+339
New +$35K
KLAC icon
317
KLA
KLAC
$239B
$35.5K 0.01%
290
+100
+53% +$11.7K
LNG icon
318
Cheniere Energy
LNG
$55.2B
$34.4K 0.01%
177
-1
-0.6% -$210
GEV icon
319
GE Vernova
GEV
$264B
$34K 0.01%
52
+14
+37% +$8.53K
VOX icon
320
Vanguard Communication Services ETF
VOX
$5.59B
$33.9K 0.01%
175
-29
-14% -$5.44K
Q
321
Qnity Electronics Inc
Q
$27.5B
$33.5K 0.01%
+410
New +$34.8K
COF icon
322
Capital One
COF
$128B
$33.2K 0.01%
137
+119
+661% +$26.5K
XOM icon
323
ExxonMobil
XOM
$644B
$32.9K 0.01%
273
+5
+2% +$580
USB icon
324
US Bancorp
USB
$98.2B
$32.8K 0.01%
608
+215
+55% +$10.6K
MBB icon
325
iShares MBS ETF
MBB
$38.9B
$32.8K 0.01%
344
– –
11 12
13
14 15

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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.