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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
EQIX icon
351
Equinix
EQIX
$101B
$26K 0.01%
34
+9
+36% +$7.05K
VCR icon
352
Vanguard Consumer Discretionary ETF
VCR
$6.15B
$25.7K 0.01%
65
– –
AWK icon
353
American Water Works
AWK
$26.7B
$25.5K 0.01%
195
-46
-19% -$6.15K
EXPE icon
354
Expedia Group
EXPE
$35.4B
$25.3K 0.01%
89
+26
+41% +$6.42K
FICO icon
355
Fair Isaac
FICO
$24.3B
$25.3K 0.01%
15
+4
+36% +$6.89K
VLUE icon
356
iShares MSCI USA Value Factor ETF
VLUE
$9.17B
$24.5K 0.01%
179
+1
+0.6% +$131
AIG icon
357
American International
AIG
$41.7B
$24.4K 0.01%
285
-49
-15% -$3.92K
SPOT icon
358
Spotify
SPOT
$103B
$24.4K 0.01%
42
– –
CAG icon
359
Conagra Brands
CAG
$6.94B
$24K 0.01%
+1,387
New +$24.6K
TFC icon
360
Truist Financial
TFC
$63.3B
$23.7K 0.01%
482
+101
+27% +$4.65K
CME icon
361
CME Group
CME
$96.3B
$23.7K 0.01%
87
+10
+13% +$2.72K
ALB icon
362
Albemarle
ALB
$13.9B
$23.6K 0.01%
167
+73
+78% +$8.29K
IR icon
363
Ingersoll Rand
IR
$32.6B
$23.6K 0.01%
298
+119
+66% +$9.39K
VOYA icon
364
Voya Financial
VOYA
$9.01B
$23.5K 0.01%
316
+2
+0.6% +$146
NPO icon
365
Enpro
NPO
$6.63B
$23.4K 0.01%
109
– –
HPQ icon
366
HP
HPQ
$24.9B
$23.3K 0.01%
1,032
+10
+1% +$255
MCD icon
367
McDonald's
MCD
$192B
$23K 0.01%
75
-2
-3% -$613
ON icon
368
ON Semiconductor
ON
$31.8B
$23K 0.01%
425
– –
SOLS
369
Solstice Advanced Materials
SOLS
$9.56B
$22.8K 0.01%
+469
New +$22.1K
TE
370
T1 Energy
TE
$1.16B
$21.6K 0.01%
3,232
+2,132
+194% +$9.41K
STX icon
371
Seagate
STX
$194B
$21.4K 0.01%
77
-18
-19% -$4.67K
SCCO icon
372
Southern Copper
SCCO
$143B
$21.3K 0.01%
152
+2
+1% +$265
RKLB icon
373
Rocket Lab Corp
RKLB
$40.6B
$21.1K 0.01%
+303
New +$17.4K
RGTI icon
374
Rigetti Computing
RGTI
$4.97B
$20.2K 0.01%
+912
New +$29.7K
REGN icon
375
Regeneron Pharmaceuticals
REGN
$78.5B
$20.1K 0.01%
+26
New +$17.7K
13 14
15
16 17

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3C
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PP
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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.