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 | |
|---|---|---|---|---|---|---|
451
Fox Class B
FOX
$21.8B
| $10.3K | ﹤0.01% |
+181
| New | +$9.55K |
|
452
Aptiv
APTV
$12B
| $10.3K | ﹤0.01% |
+120
| New | +$9.05K |
|
453
J.M. Smucker
SJM
$12.7B
| $10.1K | ﹤0.01% |
+93
| New | +$10.1K |
|
454
Huntington Bancshares
HBAN
$34.4B
| $9.91K | ﹤0.01% |
+569
| New | +$9.73K |
|
455
Whirlpool
WHR
$2.43B
| $9.89K | ﹤0.01% |
+126
| New | +$11.6K |
|
|
GRMN
456
Garmin
GRMN
$56.7B
| $9.88K | ﹤0.01% |
+40
| New | +$9.23K |
|
457
Shell
SHEL
$254B
| $9.47K | ﹤0.01% |
+132
| New | +$9.51K |
|
458
Pultegroup
PHM
$24.1B
| $9.45K | ﹤0.01% |
+71
| New | +$8.82K |
|
|
SNDK
459
Sandisk
SNDK
$180B
| $9.31K | ﹤0.01% |
+83
| New | +$4.85K |
|
460
CoStar Group
CSGP
$11.7B
| $9.28K | ﹤0.01% |
+110
| New | +$9.72K |
|
461
Cintas
CTAS
$81.9B
| $9.25K | ﹤0.01% |
+45
| New | +$9.61K |
|
462
Toyota
TM
$224B
| $9.23K | ﹤0.01% |
+48
| New | +$9.05K |
|
463
Live Nation Entertainment
LYV
$40.6B
| $9.15K | ﹤0.01% |
+56
| New | +$8.85K |
|
464
Rio Tinto
RIO
$158B
| $9.04K | ﹤0.01% |
+137
| New | +$8.47K |
|
465
Extra Space Storage
EXR
$31.3B
| $9.03K | ﹤0.01% |
+64
| New | +$9.19K |
|
466
Vertex Pharmaceuticals
VRTX
$121B
| $8.91K | ﹤0.01% |
+23
| New | +$9.61K |
|
467
Snowflake
SNOW
$102B
| $8.8K | ﹤0.01% |
+39
| New | +$8.38K |
|
468
Estee Lauder
EL
$30.4B
| $8.78K | ﹤0.01% |
+100
| New | +$8.9K |
|
469
American Electric Power
AEP
$69.6B
| $8.71K | ﹤0.01% |
+77
| New | +$8.43K |
|
470
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
| $8.7K | ﹤0.01% |
+161
| New | +$8.61K |
|
471
Bristol-Myers Squibb
BMY
$133B
| $8.67K | ﹤0.01% |
+192
| New | +$8.97K |
|
472
Mid-America Apartment Communities
MAA
$15.4B
| $8.65K | ﹤0.01% |
+62
| New | +$8.96K |
|
473
Labcorp
LH
$25B
| $8.63K | ﹤0.01% |
+30
| New | +$8.04K |
|
474
AT&T
T
$159B
| $8.55K | ﹤0.01% |
+303
| New | +$8.6K |
|
475
Skyworks Solutions
SWKS
$9.37B
| $8.49K | ﹤0.01% |
+110
| New | +$8.19K |
|
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.