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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
+15.28%
1 Year Est. Return
+24.54%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$275M
AUM Growth
+$43M
Cap. Flow
+$18.9M
Cap. Flow %
6.89%
Top 10 Hldgs %
30.8%
Holding
813
New
61
Increased
257
Reduced
205
Closed
54

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$9.49M
2
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$7.51M
3
CVLC icon
Calvert US Large-Cap Core Responsible Index ETF
CVLC
+$3.87M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3M
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$2.06M

Top Sells

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$24.1M
2
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$1.37M
3
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$412K
4
NYF icon
iShares New York Muni Bond ETF
NYF
+$286K
5
HON icon
Honeywell
HON
+$259K

Sector Composition

Rank Sector Weight
1 Miscellaneous 61.16%
2 Technology 15.07%
3 Financials 5.68%
4 Communication Services 4.81%
5 Consumer Discretionary 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FNF icon
426
Fidelity National Financial
FNF
$12.3B
$14.6K 0.01%
309
+3
+1% +$145
RIOT icon
427
Riot Platforms
RIOT
$8.18B
$14.6K 0.01%
532
– –
VRSK icon
428
Verisk Analytics
VRSK
$24.2B
$14.4K 0.01%
80
+69
+627% +$12.2K
VCSH icon
429
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$14.2K 0.01%
180
-2
-1% -$158
BRO icon
430
Brown & Brown
BRO
$23.9B
$14.1K 0.01%
220
+127
+137% +$7.75K
EIX icon
431
Edison International
EIX
$21.8B
$14K 0.01%
189
– –
ABNB icon
432
Airbnb
ABNB
$107B
$14K 0.01%
98
-35
-26% -$4.77K
BTI icon
433
British American Tobacco
BTI
$119B
$14K 0.01%
227
+3
+1% +$181
MUB icon
434
iShares National Muni Bond ETF
MUB
$45B
$13.6K 0.01%
126
+1
+0.8% +$107
GEN icon
435
Gen Digital
GEN
$18.3B
$13.6K ﹤0.01%
546
+92
+20% +$2.06K
SCHO icon
436
Schwab Short-Term US Treasury ETF
SCHO
$14.1B
$13.5K ﹤0.01%
560
– –
CTSH icon
437
Cognizant
CTSH
$28.1B
$13.5K ﹤0.01%
349
+257
+279% +$13.5K
VRT icon
438
Vertiv
VRT
$108B
$13.4K ﹤0.01%
40
+6
+18% +$1.9K
VTIP icon
439
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$13.4K ﹤0.01%
267
– –
RIO icon
440
Rio Tinto
RIO
$168B
$13.3K ﹤0.01%
140
+3
+2% +$304
FIS icon
441
Fidelity National Information Services
FIS
$21.6B
$13.3K ﹤0.01%
343
+214
+166% +$9.26K
IR icon
442
Ingersoll Rand
IR
$29.6B
$13.3K ﹤0.01%
162
-158
-49% -$12.2K
LLYVK icon
443
Liberty Live Group Series C
LLYVK
$9.11B
$13.2K ﹤0.01%
125
– –
CME icon
444
CME Group
CME
$101B
$13.2K ﹤0.01%
60
-27
-31% -$7.47K
AKAM icon
445
Akamai
AKAM
$15.1B
$12.6K ﹤0.01%
107
– –
DEO icon
446
Diageo
DEO
$49.6B
$12.6K ﹤0.01%
157
+92
+142% +$7.43K
FICO icon
447
Fair Isaac
FICO
$20.1B
$12.6K ﹤0.01%
11
-2
-15% -$2.24K
KDP icon
448
Keurig Dr Pepper
KDP
$44.3B
$12.6K ﹤0.01%
381
-116
-23% -$3.38K
TEL icon
449
TE Connectivity
TEL
$60.4B
$12.5K ﹤0.01%
62
-17
-22% -$3.62K
FIX icon
450
Comfort Systems
FIX
$56.7B
$12.5K ﹤0.01%
6
– –
16 17
18
19 20

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Westfuller Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Westfuller Advisors held 813 positions worth $275M, up 19% from $232M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Westfuller Advisors deployed $18.9M of net new capital in Q2 2026, opening 61 new positions and adding to 257 existing holdings. Its largest new stake was Jabil: 942 shares worth $363K.

By sector, the portfolio is most concentrated in Miscellaneous at 61% of assets, down from 65% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was iShares 1-3 Year Treasury Bond ETF, an estimated $412K trimmed.

  • Westfuller Advisors's largest Q2 2026 buy was Jabil: 942 shares worth $363K.
  • Westfuller Advisors added most to State Street SPDR S&P 500 ETF Trust in Q2 2026, an estimated $9.49M increase.
  • Westfuller Advisors's biggest Q2 2026 reduction was iShares 1-3 Year Treasury Bond ETF, cutting an estimated $412K.
  • Westfuller Advisors fully exited iShares 0-3 Month Treasury Bond ETF in Q2 2026, selling an estimated $24.1M.
  • Westfuller Advisors's ten largest holdings make up 31% of its $275M portfolio in Q2 2026.
  • Westfuller Advisors opened 61 new positions and closed 54 in Q2 2026.
  • Westfuller Advisors's portfolio value rose 19% quarter-over-quarter to $275M.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.