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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
CMG icon
451
Chipotle Mexican Grill
CMG
$46.8B
$12.4K ﹤0.01%
366
+125
+52% +$4.08K
STE icon
452
Steris
STE
$21.9B
$12.4K ﹤0.01%
59
+49
+490% +$10.5K
AIG icon
453
American International
AIG
$39.8B
$12.4K ﹤0.01%
166
+6
+4% +$456
HCA icon
454
HCA Healthcare
HCA
$87.7B
$12.4K ﹤0.01%
32
-24
-43% -$10.1K
AFL icon
455
Aflac
AFL
$58.8B
$12.2K ﹤0.01%
104
+45
+76% +$5.18K
BIIB icon
456
Biogen
BIIB
$32.6B
$12.1K ﹤0.01%
56
-4
-7% -$765
VONE icon
457
Vanguard Russell 1000 ETF
VONE
$8.64B
$12.1K ﹤0.01%
36
– –
RBRK icon
458
Rubrik
RBRK
$19.4B
$12K ﹤0.01%
150
– –
HST icon
459
Host Hotels & Resorts
HST
$15.1B
$11.9K ﹤0.01%
483
– –
WTRG icon
460
Essential Utilities
WTRG
$11.8B
$11.9K ﹤0.01%
310
+3
+1% +$115
DLR icon
461
Digital Realty Trust
DLR
$69.9B
$11.9K ﹤0.01%
66
– –
TE
462
T1 Energy
TE
$1.35B
$11.8K ﹤0.01%
1,250
+50
+4% +$355
VLTO icon
463
Veralto
VLTO
$23.5B
$11.7K ﹤0.01%
132
-13
-9% -$1.13K
HBAN icon
464
Huntington Bancshares
HBAN
$34.4B
$11.6K ﹤0.01%
647
-3
-0.5% -$50
DDOG icon
465
Datadog
DDOG
$76.5B
$11.5K ﹤0.01%
44
-29
-40% -$5.39K
GNRC icon
466
Generac Holdings
GNRC
$11.1B
$11.4K ﹤0.01%
39
– –
VOX icon
467
Vanguard Communication Services ETF
VOX
$5.9B
$11.4K ﹤0.01%
62
-23
-27% -$4.41K
ETSY icon
468
Etsy
ETSY
$7.02B
$11.3K ﹤0.01%
150
-7
-4% -$451
CWT icon
469
California Water Service
CWT
$3.09B
$11.2K ﹤0.01%
231
-37
-14% -$1.67K
LYV icon
470
Live Nation Entertainment
LYV
$40.4B
$11.2K ﹤0.01%
61
-1
-2% -$164
NDAQ icon
471
Nasdaq
NDAQ
$54.2B
$11K ﹤0.01%
139
-52
-27% -$4.56K
LMT icon
472
Lockheed Martin
LMT
$121B
$10.9K ﹤0.01%
21
-2
-9% -$1.08K
LOGI icon
473
Logitech
LOGI
$14.6B
$10.8K ﹤0.01%
115
– –
ZM icon
474
Zoom
ZM
$29.6B
$10.8K ﹤0.01%
125
– –
ACWX icon
475
iShares MSCI ACWI ex US ETF
ACWX
$12.7B
$10.8K ﹤0.01%
+142
New +$10.6K
17 18
19
20 21

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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.