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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
643
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 | Miscellaneous | 59.95% |
| 2 | Technology | 14.11% |
| 3 | Financials | 6.45% |
| 4 | Consumer Discretionary | 4.95% |
| 5 | Communication Services | 4.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Voya Financial
VOYA
$9.27B
| $23.5K | 0.01% |
+314
| New | +$23.1K |
|
352
GE Vernova
GEV
$247B
| $23.4K | 0.01% |
+38
| New | +$23K |
|
353
Medtronic
MDT
$119B
| $23.1K | 0.01% |
+240
| New | +$22.1K |
|
354
Wabtec
WAB
$47.2B
| $22.7K | 0.01% |
+113
| New | +$22.3K |
|
355
Seagate
STX
$179B
| $22.5K | 0.01% |
+95
| New | +$16.2K |
|
356
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.3B
| $22.3K | 0.01% |
+591
| New | +$22.1K |
|
357
iShares MSCI USA Value Factor ETF
VLUE
$9.52B
| $22.3K | 0.01% |
+178
| New | +$21K |
|
|
CRWV
358
CoreWeave
CRWV
$46.3B
| $21.5K | 0.01% |
+157
| New | +$18.6K |
|
359
Veralto
VLTO
$23.6B
| $21.5K | 0.01% |
+201
| New | +$21.2K |
|
360
ON Semiconductor
ON
$28.2B
| $21K | 0.01% |
+425
| New | +$22.4K |
|
361
CME Group
CME
$97.5B
| $20.9K | 0.01% |
+77
| New | +$21K |
|
362
KLA
KLAC
$222B
| $20.7K | 0.01% |
+190
| New | +$17.7K |
|
363
T-Mobile US
TMUS
$190B
| $20.6K | 0.01% |
+86
| New | +$20.8K |
|
364
C.H. Robinson
CHRW
$17.9B
| $20.2K | 0.01% |
+152
| New | +$17.8K |
|
365
Nasdaq
NDAQ
$49.7B
| $20K | 0.01% |
+226
| New | +$20.9K |
|
366
Warner Bros
WBD
$70.2B
| $19.9K | 0.01% |
+1,018
| New | +$13.9K |
|
367
Tapestry
TPR
$24.1B
| $19.6K | 0.01% |
+173
| New | +$18.1K |
|
368
Equinix
EQIX
$101B
| $19.6K | 0.01% |
+25
| New | +$19.5K |
|
369
Vanguard Industrials ETF
VIS
$7.78B
| $19.5K | 0.01% |
+66
| New | +$19.1K |
|
370
US Bancorp
USB
$95.4B
| $19.2K | 0.01% |
+393
| New | +$18.6K |
|
371
Northrop Grumman
NOC
$75.4B
| $19.1K | 0.01% |
+31
| New | +$17.6K |
|
372
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.3B
| $19.1K | 0.01% |
+171
| New | +$18.8K |
|
373
Broadridge
BR
$19.1B
| $19K | 0.01% |
+80
| New | +$19.9K |
|
|
MRSH
374
Marsh
MRSH
$84.7B
| $18.9K | 0.01% |
+94
| New | +$19.3K |
|
375
Republic Services
RSG
$68B
| $18.8K | 0.01% |
+82
| New | +$19.2K |
|
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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 643 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 Miscellaneous at 60% of assets, down from 79% a quarter earlier, followed by Technology and Financials.
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 643 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.