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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
BF.B icon
426
Brown-Forman Class B
BF.B
$13.2B
$13.5K 0.01%
512
+66
+15% +$1.86K
MUB icon
427
iShares National Muni Bond ETF
MUB
$45.1B
$13.4K 0.01%
125
+2
+2% +$214
PTC icon
428
PTC
PTC
$15.8B
$13.2K 0.01%
76
+40
+111% +$7.43K
LMT icon
429
Lockheed Martin
LMT
$134B
$13.1K 0.01%
27
– –
ICLN icon
430
iShares Global Clean Energy ETF
ICLN
$2.31B
$13.1K 0.01%
797
+6
+0.8% +$100
EL icon
431
Estee Lauder
EL
$30.4B
$13K 0.01%
124
+24
+24% +$2.33K
WMB icon
432
Williams Companies
WMB
$87.5B
$12.9K 0.01%
215
+45
+26% +$2.72K
BTI icon
433
British American Tobacco
BTI
$131B
$12.7K 0.01%
221
+3
+1% +$164
COIN icon
434
Coinbase
COIN
$38.6B
$12.7K 0.01%
56
-15
-21% -$4.47K
HUBB icon
435
Hubbell
HUBB
$25B
$12.6K 0.01%
28
-12
-30% -$5.26K
VCSH icon
436
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$12.5K 0.01%
156
– –
RAL
437
Ralliant Corp
RAL
$7.23B
$12.3K 0.01%
242
-342
-59% -$16K
ETHE
438
Grayscale Ethereum Staking ETF Shares
ETHE
$1.51B
$12.3K 0.01%
506
– –
HBAN icon
439
Huntington Bancshares
HBAN
$34.4B
$12K ﹤0.01%
685
+116
+20% +$1.9K
CNC icon
440
Centene
CNC
$30.7B
$11.9K ﹤0.01%
289
+133
+85% +$4.98K
ETSY icon
441
Etsy
ETSY
$7.75B
$11.9K ﹤0.01%
214
– –
WTRG icon
442
Essential Utilities
WTRG
$11.3B
$11.7K ﹤0.01%
305
+3
+1% +$118
HLI icon
443
Houlihan Lokey
HLI
$8.77B
$11.6K ﹤0.01%
67
+1
+2% +$184
CWT icon
444
California Water Service
CWT
$3.1B
$11.5K ﹤0.01%
266
+1
+0.4% +$46
AJG icon
445
Arthur J. Gallagher & Co
AJG
$64.1B
$11.5K ﹤0.01%
45
-5
-10% -$1.32K
ROK icon
446
Rockwell Automation
ROK
$53.4B
$11.5K ﹤0.01%
30
-2
-6% -$752
LOGI icon
447
Logitech
LOGI
$14.7B
$11.5K ﹤0.01%
115
– –
BDX icon
448
Becton Dickinson
BDX
$45.6B
$11.5K ﹤0.01%
59
+18
+44% +$3.42K
RBRK icon
449
Rubrik
RBRK
$14.9B
$11.5K ﹤0.01%
150
+15
+11% +$1.15K
VRSK icon
450
Verisk Analytics
VRSK
$25.4B
$11.4K ﹤0.01%
51
-13
-20% -$2.93K
16 17
18
19 20

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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.