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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
AZN icon
351
AstraZeneca
AZN
$252B
$31.8K 0.01%
168
+2
+1% +$376
APD icon
352
Air Products & Chemicals
APD
$67.1B
$31.5K 0.01%
107
-3
-3% -$873
ITW icon
353
Illinois Tool Works
ITW
$76.9B
$31.4K 0.01%
115
+64
+125% +$16.6K
MTUM icon
354
iShares MSCI USA Momentum Factor ETF
MTUM
$24.7B
$31.2K 0.01%
+91
New +$27.2K
SMOG icon
355
VanEck Low Carbon Energy ETF
SMOG
$134M
$31K 0.01%
212
– –
SHW icon
356
Sherwin-Williams
SHW
$81B
$30.7K 0.01%
89
+47
+112% +$15K
MPWR icon
357
Monolithic Power Systems
MPWR
$60.1B
$30.7K 0.01%
22
+1
+5% +$1.5K
LVHD icon
358
Franklin US Low Volatility High Dividend Index ETF
LVHD
$620M
$30.3K 0.01%
689
+6
+0.9% +$258
IJR icon
359
iShares Core S&P Small-Cap ETF
IJR
$110B
$29.8K 0.01%
+201
New +$27.6K
USB icon
360
US Bancorp
USB
$98.7B
$29.5K 0.01%
484
-29
-6% -$1.63K
TFC icon
361
Truist Financial
TFC
$63.1B
$28.9K 0.01%
580
+69
+14% +$3.39K
SMH icon
362
VanEck Semiconductor ETF
SMH
$69.5B
$28.9K 0.01%
44
– –
QBTS icon
363
D-Wave Quantum Inc
QBTS
$6.18B
$28.5K 0.01%
1,188
– –
SPSB icon
364
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.5B
$27.2K 0.01%
908
– –
SCHG icon
365
Schwab US Large-Cap Growth ETF
SCHG
$62.8B
$27.1K 0.01%
802
– –
KOD icon
366
Kodiak Sciences
KOD
$2.22B
$27K 0.01%
692
– –
ORLY icon
367
O'Reilly Automotive
ORLY
$71.1B
$26.7K 0.01%
290
– –
WM icon
368
Waste Management
WM
$87.5B
$26.3K 0.01%
+118
New +$26.2K
RKLB icon
369
Rocket Lab Corp
RKLB
$41.1B
$26.2K 0.01%
258
– –
CPRT icon
370
Copart
CPRT
$31.2B
$25K 0.01%
+887
New +$28.6K
PHO icon
371
Invesco Water Resources ETF
PHO
$2B
$24.9K 0.01%
361
-452
-56% -$30.5K
NVS icon
372
Novartis
NVS
$304B
$24.4K 0.01%
156
– –
REET icon
373
iShares Global REIT ETF
REET
$4.93B
$24.1K 0.01%
872
-1,433
-62% -$38.9K
LNC icon
374
Lincoln National
LNC
$8.71B
$23.9K 0.01%
+675
New +$24.3K
VBR icon
375
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.6B
$23.6K 0.01%
97
– –
13 14
15
16 17

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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.