Westfuller Advisors Portfolio holdings
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 | Technology | 14.11% |
| 2 | Financials | 6.45% |
| 3 | Consumer Discretionary | 4.95% |
| 4 | Communication Services | 4.57% |
| 5 | Healthcare | 3.28% |
Similar funds
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 644 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 Technology at 14% of assets, up from 7.8% a quarter earlier, followed by Financials and Consumer Discretionary.
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 644 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.