We are live on
!
Find out more
WA
Westfuller Advisors Portfolio holdings
AUM
$275M
1-Year Est. Return
24.54%
This Fund
S&P 500
This Quarter
Est. Return
+6.69%
1 Year Est. Return
+24.54%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$220M
AUM Growth
+$44.6M
(+25%)
Cap. Flow
+$34.1M
Cap. Flow
% of AUM
15.49%
Top 10 Holdings %
Top 10 Hldgs %
30.77%
Holding
761
New
644
Increased
73
Reduced
25
Closed
1
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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
401
Cboe Global Markets
CBOE
$32.5B
| $15.7K | 0.01% |
+64
| New | +$15.4K |
|
402
Allstate
ALL
$68B
| $15.6K | 0.01% |
+72
| New | +$14.5K |
|
403
Zoom
ZM
$28.2B
| $15.6K | 0.01% |
+189
| New | +$14.7K |
|
404
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
| $15.4K | 0.01% |
+632
| New | +$15.4K |
|
405
Arthur J. Gallagher & Co
AJG
$64.1B
| $15.3K | 0.01% |
+50
| New | +$15.1K |
|
406
Oneok
OKE
$57.2B
| $15.2K | 0.01% |
+208
| New | +$15.9K |
|
407
Tractor Supply
TSCO
$16.1B
| $15.1K | 0.01% |
+266
| New | +$15.7K |
|
408
Cincinnati Financial
CINF
$27.3B
| $15K | 0.01% |
+94
| New | +$14.3K |
|
409
Ingersoll Rand
IR
$32.6B
| $14.8K | 0.01% |
+179
| New | +$14.7K |
|
410
Bank of America
BAC
$435B
| $14.8K | 0.01% |
+286
| New | +$14K |
|
411
VanEck Semiconductor ETF
SMH
$65.2B
| $14.4K | 0.01% |
+44
| New | +$13K |
|
412
Etsy
ETSY
$7.75B
| $14.2K | 0.01% |
+214
| New | +$12.8K |
|
413
CSX Corp
CSX
$93.4B
| $14.1K | 0.01% |
+397
| New | +$13.6K |
|
414
Houlihan Lokey
HLI
$8.77B
| $13.6K | 0.01% |
+66
| New | +$12.9K |
|
415
Coca-Cola Femsa
KOF
$22.7B
| $13.6K | 0.01% |
+164
| New | +$14.2K |
|
416
Expedia Group
EXPE
$35.4B
| $13.5K | 0.01% |
+63
| New | +$12.7K |
|
417
Lockheed Martin
LMT
$134B
| $13.5K | 0.01% |
+27
| New | +$12.3K |
|
418
Coca-Cola Europacific Partners
CCEP
$48.3B
| $13.4K | 0.01% |
+148
| New | +$13.7K |
|
419
Li Auto
LI
$13.4B
| $13.2K | 0.01% |
+519
| New | +$13.4K |
|
420
iShares National Muni Bond ETF
MUB
$45.1B
| $13.1K | 0.01% |
+123
| New | +$12.9K |
|
421
Airbnb
ABNB
$89.9B
| $13.1K | 0.01% |
+108
| New | +$14K |
|
|
FITB
422
Fifth Third Bancorp
FITB
$51.2B
| $13K | 0.01% |
+289
| New | +$12.7K |
|
423
Simon Property Group
SPG
$74.4B
| $12.8K | 0.01% |
+68
| New | +$11.7K |
|
424
Dollar Tree
DLTR
$24.4B
| $12.7K | 0.01% |
+135
| New | +$14.4K |
|
425
Logitech
LOGI
$14.7B
| $12.6K | 0.01% |
+115
| New | +$11.6K |
|
Similar funds
ACM
3C
PP
REA
HCM
MP
JWM
AAM
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.