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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
JPM icon
26
JPMorgan Chase
JPM
$953B
$3.37M 1.23%
10,306
+2,559
+33% +$795K
BRK.B icon
27
Berkshire Hathaway Class B
BRK.B
$1.08T
$3.19M 1.16%
6,385
+334
+6% +$161K
AVGO icon
28
Broadcom
AVGO
$1.7T
$2.92M 1.06%
7,743
+119
+2% +$47.7K
BSV icon
29
Vanguard Short-Term Bond ETF
BSV
$45.4B
$2.83M 1.03%
36,374
+963
+3% +$75.2K
LRCX icon
30
Lam Research
LRCX
$385B
$2.8M 1.02%
6,468
-376
-5% -$114K
BIV icon
31
Vanguard Intermediate-Term Bond ETF
BIV
$28.6B
$2.72M 0.99%
35,449
-567
-2% -$43.5K
DMXF icon
32
iShares ESG Advanced MSCI EAFE ETF
DMXF
$971M
$2.72M 0.99%
32,125
-254
-0.8% -$20.8K
JNJ icon
33
Johnson & Johnson
JNJ
$663B
$2.64M 0.96%
10,413
+2,979
+40% +$694K
NUSC icon
34
Nuveen ESG Small-Cap ETF
NUSC
$1.3B
$2.62M 0.95%
50,276
+13,595
+37% +$669K
LLY icon
35
Eli Lilly
LLY
$1.02T
$2.51M 0.92%
2,096
-67
-3% -$68.5K
DGRO icon
36
iShares Core Dividend Growth ETF
DGRO
$43.5B
$2.5M 0.91%
32,935
+862
+3% +$63.6K
VTI icon
37
Vanguard Morningstar Total Stock Market ETF
VTI
$688B
$2.33M 0.85%
6,290
+18
+0.3% +$6.44K
VXUS icon
38
Vanguard Total International Stock ETF
VXUS
$165B
$2.27M 0.83%
26,542
+117
+0.4% +$9.8K
ERET icon
39
iShares Environmentally Aware Real Estate ETF
ERET
$13.8M
$2.05M 0.75%
70,937
+17,156
+32% +$494K
GS icon
40
Goldman Sachs
GS
$302B
$1.99M 0.73%
1,971
+2
+0.1% +$1.95K
IGRO icon
41
iShares International Dividend Growth ETF
IGRO
$1.32B
$1.84M 0.67%
20,921
+278
+1% +$24.3K
IAUM icon
42
iShares Gold Trust Micro
IAUM
$7.02B
$1.79M 0.65%
44,826
+9,661
+27% +$434K
PANW icon
43
Palo Alto Networks
PANW
$272B
$1.76M 0.64%
5,158
+214
+4% +$49K
NYF icon
44
iShares New York Muni Bond ETF
NYF
$1.44B
$1.74M 0.63%
32,358
-5,333
-14% -$286K
NACP icon
45
Impact Shares NAACP Minority Empowerment ETF
NACP
$75.6M
$1.68M 0.61%
27,676
+1,526
+6% +$85.8K
JQUA icon
46
JPMorgan US Quality Factor ETF
JQUA
$8.7B
$1.66M 0.6%
22,967
+61
+0.3% +$4.15K
VEU icon
47
Vanguard FTSE All-World ex-US ETF
VEU
$71.2B
$1.6M 0.58%
19,090
-104
-0.5% -$8.5K
VMBS icon
48
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$1.57M 0.57%
33,553
-28
-0.1% -$1.31K
VYM icon
49
Vanguard High Dividend Yield ETF
VYM
$82.8B
$1.52M 0.55%
9,594
-1,648
-15% -$258K
UNP icon
50
Union Pacific
UNP
$172B
$1.5M 0.55%
5,514
+468
+9% +$123K
1
2
3 4 5

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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.