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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
62

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 Miscellaneous 63.28%
2 Technology 13.02%
3 Financials 5.92%
4 Communication Services 4.5%
5 Consumer Discretionary 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HCA icon
376
HCA Healthcare
HCA
$93.2B
$19.9K 0.01%
43
+5
+13% +$2.32K
VIS icon
377
Vanguard Industrials ETF
VIS
$7.71B
$19.7K 0.01%
66
– –
BX icon
378
Blackstone
BX
$92.7B
$19.6K 0.01%
+127
New +$19.3K
ITW icon
379
Illinois Tool Works
ITW
$76.1B
$19.3K 0.01%
+78
New +$19.4K
MPWR icon
380
Monolithic Power Systems
MPWR
$56.4B
$19.3K 0.01%
21
+2
+11% +$1.93K
CIFR icon
381
Cipher Digital
CIFR
$6.94B
$18.9K 0.01%
+1,279
New +$22.6K
CVS icon
382
CVS Health
CVS
$117B
$18.5K 0.01%
233
+2
+0.9% +$158
CBOE icon
383
Cboe Global Markets
CBOE
$28.2B
$18.2K 0.01%
72
+8
+13% +$1.99K
FTXN icon
384
First Trust Nasdaq Oil & Gas ETF
FTXN
$163M
$18K 0.01%
644
+5
+0.8% +$140
NOC icon
385
Northrop Grumman
NOC
$75.4B
$17.9K 0.01%
31
– –
AOK icon
386
iShares Core Conservative Allocation ETF
AOK
$782M
$17.8K 0.01%
444
+6
+1% +$242
TRV icon
387
Travelers Companies
TRV
$79B
$17.4K 0.01%
60
+16
+36% +$4.5K
PFE icon
388
Pfizer
PFE
$157B
$17.4K 0.01%
700
+35
+5% +$883
RSG icon
389
Republic Services
RSG
$67.3B
$17.4K 0.01%
82
– –
T icon
390
AT&T
T
$177B
$17.4K 0.01%
699
+396
+131% +$10K
IWO icon
391
iShares Russell 2000 Growth ETF
IWO
$14.1B
$17.4K 0.01%
54
– –
D icon
392
Dominion Energy
D
$55.9B
$17.2K 0.01%
293
+1
+0.3% +$60
XLP icon
393
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.3B
$17K 0.01%
218
+1
+0.5% +$78
TPR icon
394
Tapestry
TPR
$23.5B
$16.9K 0.01%
133
-40
-23% -$4.57K
ALL icon
395
Allstate
ALL
$64.4B
$16.9K 0.01%
81
+9
+13% +$1.84K
FNF icon
396
Fidelity National Financial
FNF
$11.5B
$16.5K 0.01%
302
+3
+1% +$171
VLTO icon
397
Veralto
VLTO
$23.3B
$16.3K 0.01%
163
-38
-19% -$3.84K
THO icon
398
Thor Industries
THO
$3.63B
$16.1K 0.01%
157
– –
XLF icon
399
State Street Financial Select Sector SPDR ETF
XLF
$53.5B
$16.1K 0.01%
294
– –
SMH icon
400
VanEck Semiconductor ETF
SMH
$67.5B
$15.8K 0.01%
44
– –
14 15
16
17 18

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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 Miscellaneous at 63% of assets, up from 60% a quarter earlier, followed by Technology and Financials.

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 62 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.