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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
62

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 Miscellaneous 63.28%
2 Technology 13.02%
3 Financials 5.92%
4 Communication Services 4.5%
5 Consumer Discretionary 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ROKU icon
326
Roku
ROKU
$23.3B
$32.5K 0.01%
300
– –
PAYX icon
327
Paychex
PAYX
$42.1B
$31.5K 0.01%
281
+9
+3% +$1.05K
BTC
328
Grayscale Bitcoin Mini Trust ETF
BTC
$4.03B
$31.3K 0.01%
809
– –
DELL icon
329
Dell
DELL
$346B
$31.2K 0.01%
248
-112
-31% -$15.8K
RACE icon
330
Ferrari
RACE
$71.5B
$30.5K 0.01%
83
-6
-7% -$2.4K
EBAY icon
331
eBay
EBAY
$48.1B
$30.4K 0.01%
349
-107
-23% -$9.26K
MDT icon
332
Medtronic
MDT
$120B
$30.4K 0.01%
314
+74
+31% +$7.19K
ADX icon
333
Adams Diversified Equity Fund
ADX
$3.18B
$30.4K 0.01%
1,302
+26
+2% +$595
SNDK
334
Sandisk
SNDK
$224B
$29.9K 0.01%
126
+43
+52% +$8.61K
HIG icon
335
Hartford Financial Services
HIG
$36.8B
$29.8K 0.01%
215
+34
+19% +$4.49K
APD icon
336
Air Products & Chemicals
APD
$64.7B
$29.7K 0.01%
120
-21
-15% -$5.32K
VBR icon
337
Vanguard Morningstar Small-Cap Value ETF
VBR
$36.6B
$29.5K 0.01%
139
+1
+0.7% +$209
RVT icon
338
Royce Value Trust
RVT
$2.15B
$29.4K 0.01%
1,828
+59
+3% +$946
FAST icon
339
Fastenal
FAST
$56.7B
$29.3K 0.01%
730
-2
-0.3% -$84
GBTC icon
340
Grayscale Bitcoin Trust
GBTC
$11.4B
$29.2K 0.01%
427
– –
CHRW icon
341
C.H. Robinson
CHRW
$18.4B
$28.9K 0.01%
179
+27
+18% +$3.99K
DHI icon
342
D.R. Horton
DHI
$39.2B
$28.8K 0.01%
200
– –
IYE icon
343
iShares US Energy ETF
IYE
$1.91B
$28.3K 0.01%
596
+4
+0.7% +$189
SMOG icon
344
VanEck Low Carbon Energy ETF
SMOG
$130M
$27.5K 0.01%
212
+3
+1% +$396
ED icon
345
Consolidated Edison
ED
$38.9B
$27.4K 0.01%
+276
New +$27.4K
SPSB icon
346
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$11.3B
$27.4K 0.01%
908
– –
ORLY icon
347
O'Reilly Automotive
ORLY
$68.9B
$27.4K 0.01%
300
– –
LVHD icon
348
Franklin US Low Volatility High Dividend Index ETF
LVHD
$615M
$27.2K 0.01%
676
+6
+0.9% +$243
VTIP icon
349
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$20.5B
$26.4K 0.01%
533
+14
+3% +$700
SCHG icon
350
Schwab US Large-Cap Growth ETF
SCHG
$62.1B
$26.1K 0.01%
802
– –
12 13
14
15 16

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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 Miscellaneous at 63% of assets, up from 60% a quarter earlier, followed by Technology and Financials.

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 62 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.