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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
-1.54%
1 Year Est. Return
+24.54%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$232M
AUM Growth
-$15.6M
Cap. Flow
-$9.63M
Cap. Flow %
-4.16%
Top 10 Hldgs %
36.43%
Holding
799
New
34
Increased
235
Reduced
309
Closed
50

Top Buys

Rank Stock Value
1
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.32M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.33M
3
IBM icon
IBM
IBM
+$1.07M
4
ERET icon
iShares Environmentally Aware Real Estate ETF
ERET
+$810K
5
IAUM icon
iShares Gold Trust Micro
IAUM
+$651K

Top Sells

Rank Stock Value
1
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$2.63M
2
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$1.88M
3
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$1.54M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.41M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.16M

Sector Composition

Rank Sector Weight
1 Miscellaneous 64.69%
2 Technology 12.51%
3 Financials 5.49%
4 Communication Services 4.25%
5 Consumer Discretionary 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAG icon
376
Conagra Brands
CAG
$7.21B
$15.6K 0.01%
994
-393
-28% -$6.94K
L icon
377
Loews
L
$22.3B
$15.6K 0.01%
146
-193
-57% -$20.7K
CSX icon
378
CSX Corp
CSX
$90.1B
$15.6K 0.01%
379
-30
-7% -$1.18K
HUBB icon
379
Hubbell
HUBB
$23.2B
$15.4K 0.01%
31
+3
+11% +$1.47K
VOX icon
380
Vanguard Communication Services ETF
VOX
$5.9B
$15.4K 0.01%
85
-90
-51% -$17.1K
COIN icon
381
Coinbase
COIN
$45.4B
$15.2K 0.01%
87
+31
+55% +$6.1K
IRM icon
382
Iron Mountain
IRM
$33.4B
$15.1K 0.01%
147
+29
+25% +$2.88K
CINF icon
383
Cincinnati Financial
CINF
$26.3B
$15K 0.01%
95
– –
SYY icon
384
Sysco
SYY
$38.2B
$14.9K 0.01%
209
+74
+55% +$6.12K
HUT
385
Hut 8
HUT
$10.7B
$14.7K 0.01%
+314
New +$17K
APP icon
386
Applovin
APP
$111B
$14.7K 0.01%
37
-80
-68% -$38.7K
ICLN icon
387
iShares Global Clean Energy ETF
ICLN
$2.08B
$14.6K 0.01%
797
– –
XLF icon
388
State Street Financial Select Sector SPDR ETF
XLF
$54.4B
$14.5K 0.01%
294
– –
SPG icon
389
Simon Property Group
SPG
$66B
$14.5K 0.01%
78
-2
-3% -$381
WMB icon
390
Williams Companies
WMB
$87.6B
$14.5K 0.01%
199
-16
-7% -$1.11K
VCSH icon
391
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.4B
$14.4K 0.01%
182
+26
+17% +$2.07K
CCI icon
392
Crown Castle
CCI
$31.2B
$14.3K 0.01%
176
+18
+11% +$1.55K
FNF icon
393
Fidelity National Financial
FNF
$11.7B
$14.2K 0.01%
306
+4
+1% +$208
ROL icon
394
Rollins
ROL
$16.2B
$14.1K 0.01%
264
+23
+10% +$1.37K
LMT icon
395
Lockheed Martin
LMT
$123B
$14.1K 0.01%
23
-4
-15% -$2.46K
EIX icon
396
Edison International
EIX
$21B
$13.8K 0.01%
189
+3
+2% +$202
EXPE icon
397
Expedia Group
EXPE
$35.2B
$13.7K 0.01%
59
-30
-34% -$7.37K
AON icon
398
Aon
AON
$64.6B
$13.7K 0.01%
42
-363
-90% -$121K
CCEP icon
399
Coca-Cola Europacific Partners
CCEP
$45.4B
$13.6K 0.01%
150
– –
KEY icon
400
KeyCorp
KEY
$23.2B
$13.6K 0.01%
679
-27
-4% -$566
14 15
16
17 18

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Westfuller Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Westfuller Advisors held 799 positions worth $232M, down 6.3% from $247M the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Westfuller Advisors withdrew a net $9.63M in Q1 2026, closing 50 positions and reducing 309 holdings. Its most notable exit was iShares 0-1 Year Treasury Bond ETF, an estimated $964K position sold in full.

By sector, the portfolio is most concentrated in Miscellaneous at 65% of assets, up from 63% a quarter earlier, followed by Technology and Financials.

Against the trend, Westfuller Advisors opened a new position in Amplify Etho Climate Leadership US ETF worth $134K.

  • Westfuller Advisors's largest Q1 2026 buy was Amplify Etho Climate Leadership US ETF: 2,027 shares worth $134K.
  • Westfuller Advisors added most to iShares US Treasury Bond ETF in Q1 2026, an estimated $2.32M increase.
  • Westfuller Advisors's biggest Q1 2026 reduction was Vanguard ESG US Stock ETF, cutting an estimated $2.63M.
  • Westfuller Advisors fully exited iShares 0-1 Year Treasury Bond ETF in Q1 2026, selling an estimated $964K.
  • Westfuller Advisors's ten largest holdings make up 36% of its $232M portfolio in Q1 2026.
  • Westfuller Advisors opened 34 new positions and closed 50 in Q1 2026.
  • Westfuller Advisors's portfolio value fell 6.3% quarter-over-quarter to $232M.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.