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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
63

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 Technology 13.02%
2 Financials 5.92%
3 Communication Services 4.5%
4 Consumer Discretionary 4.25%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAC icon
401
Bank of America
BAC
$435B
$15.8K 0.01%
288
+2
+0.7% +$106
WMT icon
402
Walmart Inc
WMT
$885B
$15.8K 0.01%
142
-21
-13% -$2.25K
KOF icon
403
Coca-Cola Femsa
KOF
$22.7B
$15.8K 0.01%
167
+3
+2% +$265
CINF icon
404
Cincinnati Financial
CINF
$27.3B
$15.5K 0.01%
95
+1
+1% +$162
OKE icon
405
Oneok
OKE
$57.2B
$15.5K 0.01%
211
+3
+1% +$213
SCHO icon
406
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$15.4K 0.01%
632
– –
MO icon
407
Altria Group
MO
$114B
$15.2K 0.01%
258
+2
+0.8% +$121
PLUG icon
408
Plug Power
PLUG
$2.87B
$15.1K 0.01%
+7,674
New +$20K
FOX icon
409
Fox Class B
FOX
$21.8B
$15K 0.01%
232
+51
+28% +$2.98K
CSX icon
410
CSX Corp
CSX
$93.4B
$14.8K 0.01%
409
+12
+3% +$429
SPG icon
411
Simon Property Group
SPG
$74.4B
$14.8K 0.01%
80
+12
+18% +$2.18K
KEY icon
412
KeyCorp
KEY
$24.2B
$14.6K 0.01%
706
-157
-18% -$2.92K
CRL icon
413
Charles River Laboratories
CRL
$11.2B
$14.6K 0.01%
73
– –
DLTR icon
414
Dollar Tree
DLTR
$24.4B
$14.5K 0.01%
118
-17
-13% -$1.82K
ROL icon
415
Rollins
ROL
$18.3B
$14.5K 0.01%
241
+49
+26% +$2.88K
NVTS icon
416
Navitas Semiconductor
NVTS
$2.84B
$14.2K 0.01%
+1,993
New +$19.2K
BMY icon
417
Bristol-Myers Squibb
BMY
$133B
$14.2K 0.01%
263
+71
+37% +$3.42K
DNA icon
418
Ginkgo Bioworks
DNA
$528M
$14.1K 0.01%
+1,698
New +$18.3K
BR icon
419
Broadridge
BR
$17.8B
$14.1K 0.01%
63
-17
-21% -$3.88K
CCI icon
420
Crown Castle
CCI
$33.3B
$14.1K 0.01%
158
+45
+40% +$4.14K
APO icon
421
Apollo Global Management
APO
$72.4B
$13.8K 0.01%
96
+6
+7% +$797
NDAQ icon
422
Nasdaq
NDAQ
$52.7B
$13.7K 0.01%
141
-85
-38% -$7.64K
STT icon
423
State Street
STT
$50.6B
$13.7K 0.01%
106
+10
+10% +$1.2K
CCEP icon
424
Coca-Cola Europacific Partners
CCEP
$48.3B
$13.6K 0.01%
150
+2
+1% +$181
MRSH
425
Marsh
MRSH
$90.5B
$13.5K 0.01%
73
-21
-22% -$3.92K
15 16
17
18 19

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3C
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PP
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REA
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HCM
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MP
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JWM
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AAM
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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 Technology at 13% of assets, down from 14% a quarter earlier, followed by Financials and Communication Services.

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 63 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.