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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
ALC icon
376
Alcon
ALC
$34.1B
$23K 0.01%
+343
New +$24K
HIG icon
377
Hartford Financial Services
HIG
$37.5B
$22K 0.01%
165
-51
-24% -$6.82K
ASX icon
378
ASE Group
ASX
$97.7B
$21.9K 0.01%
485
– –
FTXN icon
379
First Trust Nasdaq Oil & Gas ETF
FTXN
$166M
$21.7K 0.01%
649
+3
+0.5% +$108
VSNT
380
Versant Media Group
VSNT
$5.37B
$21K 0.01%
584
+7
+1% +$281
BTC
381
Grayscale Bitcoin Mini Trust ETF
BTC
$4.23B
$20.7K 0.01%
796
-13
-2% -$413
KKR icon
382
KKR & Co
KKR
$96.7B
$20.3K 0.01%
221
+128
+138% +$12.4K
UBER icon
383
Uber
UBER
$155B
$20.3K 0.01%
281
-835
-75% -$61.2K
VSH icon
384
Vishay Intertechnology
VSH
$4.88B
$19.6K 0.01%
365
+1
+0.3% +$41
D icon
385
Dominion Energy
D
$57.9B
$19.6K 0.01%
287
-26
-8% -$1.69K
SPOT icon
386
Spotify
SPOT
$112B
$19.3K 0.01%
42
– –
WSO icon
387
Watsco Inc
WSO
$13B
$19.2K 0.01%
+46
New +$18.5K
OKE icon
388
Oneok
OKE
$60.2B
$18.8K 0.01%
216
+2
+0.9% +$176
AOK icon
389
iShares Core Conservative Allocation ETF
AOK
$794M
$18.6K 0.01%
449
+3
+0.7% +$123
XLP icon
390
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.5B
$18.4K 0.01%
221
+1
+0.5% +$84
TPR icon
391
Tapestry
TPR
$24.4B
$18.3K 0.01%
125
– –
CTAS icon
392
Cintas
CTAS
$80.2B
$18.2K 0.01%
107
+62
+138% +$10.7K
KOF icon
393
Coca-Cola Femsa
KOF
$23.5B
$17.9K 0.01%
169
+2
+1% +$210
BSX icon
394
Boston Scientific
BSX
$69.3B
$17.8K 0.01%
417
+15
+4% +$815
MO icon
395
Altria Group
MO
$115B
$17.7K 0.01%
242
-6
-2% -$419
MSTR icon
396
Strategy Inc
MSTR
$56.7B
$17.6K 0.01%
202
– –
SPG icon
397
Simon Property Group
SPG
$67.8B
$17.4K 0.01%
78
– –
ALL icon
398
Allstate
ALL
$65.6B
$17.2K 0.01%
72
+8
+13% +$1.74K
CBOE icon
399
Cboe Global Markets
CBOE
$31.2B
$17.1K 0.01%
70
-3
-4% -$918
QUBT icon
400
Quantum Computing Inc
QUBT
$1.81B
$17K 0.01%
1,757
– –
14 15
16
17 18

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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.