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
+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
ABAT icon
451
American Battery Technology Co
ABAT
$285M
$11.4K ﹤0.01%
+3,408
New +$16K
VB icon
452
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
$11.3K ﹤0.01%
44
+1
+2% +$256
AKAM icon
453
Akamai
AKAM
$16.7B
$11.3K ﹤0.01%
129
+36
+39% +$2.96K
EIX icon
454
Edison International
EIX
$28.2B
$11.2K ﹤0.01%
+186
New +$10.7K
PRCH icon
455
Porch Group
PRCH
$1.64B
$11K ﹤0.01%
+1,204
New +$14.5K
VONE icon
456
Vanguard Russell 1000 ETF
VONE
$8.27B
$11K ﹤0.01%
36
+1
+3% +$306
RIO icon
457
Rio Tinto
RIO
$158B
$11K ﹤0.01%
137
– –
BA icon
458
Boeing
BA
$171B
$10.9K ﹤0.01%
50
– –
RIVN icon
459
Rivian
RIVN
$22B
$10.8K ﹤0.01%
550
– –
ZM icon
460
Zoom
ZM
$28.2B
$10.8K ﹤0.01%
125
-64
-34% -$5.39K
MLM icon
461
Martin Marietta Materials
MLM
$31.5B
$10.6K ﹤0.01%
+17
New +$10.6K
TM icon
462
Toyota
TM
$224B
$10.5K ﹤0.01%
49
+1
+2% +$203
LLYVK icon
463
Liberty Live Group Series C
LLYVK
$9.07B
$10.4K ﹤0.01%
125
– –
BIIB icon
464
Biogen
BIIB
$30B
$10.4K ﹤0.01%
59
+33
+127% +$5.39K
VRTX icon
465
Vertex Pharmaceuticals
VRTX
$121B
$10.3K ﹤0.01%
23
– –
GNRC icon
466
Generac Holdings
GNRC
$11.6B
$10.2K ﹤0.01%
75
-28
-27% -$4.52K
FITB
467
Fifth Third Bancorp
FITB
$51.2B
$10.1K ﹤0.01%
215
-74
-26% -$3.26K
KKR icon
468
KKR & Co
KKR
$91.1B
$10.1K ﹤0.01%
79
+15
+23% +$1.87K
SYY icon
469
Sysco
SYY
$40.8B
$9.97K ﹤0.01%
135
+48
+55% +$3.65K
TMUS icon
470
T-Mobile US
TMUS
$185B
$9.96K ﹤0.01%
49
-37
-43% -$7.84K
IRM icon
471
Iron Mountain
IRM
$36.4B
$9.93K ﹤0.01%
118
-1
-0.8% -$94
AMLX icon
472
Amylyx Pharmaceuticals
AMLX
$2.26B
$9.89K ﹤0.01%
+819
New +$11.1K
WDAY icon
473
Workday
WDAY
$39.6B
$9.88K ﹤0.01%
46
-6
-12% -$1.36K
SHEL icon
474
Shell
SHEL
$254B
$9.82K ﹤0.01%
134
+2
+2% +$147
KDP icon
475
Keurig Dr Pepper
KDP
$42.3B
$9.63K ﹤0.01%
344
+127
+59% +$3.49K
17 18
19
20 21

Similar funds

ACM
Allred Capital Management Dallas, Texas $275M AUM 18.19% 1-Year Est. Return
3C
325 Capital New York $274M AUM 49.96% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 1-Year Est. Return
REA
Renesas Electronics America San Jose, California $275M AUM
HCM
Highview Capital Management Buffalo Grove, Illinois $275M AUM 30.09% 1-Year Est. Return
MP
Maestria Partners Atlanta, Georgia $274M AUM 13.12% 1-Year Est. Return
JWM
Jessup Wealth Management Dayton, Ohio $274M AUM 29.44% 1-Year Est. Return
AAM
Arohi Asset Management Singapore $275M AUM 20.81% 1-Year Est. Return

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.