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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
JSTC icon
26
Adasina Social Justice All Cap Global ETF
JSTC
$299M
$2.72M 1.1%
133,815
+991
+0.7% +$20.1K
AVGO icon
27
Broadcom
AVGO
$1.85T
$2.63M 1.06%
7,588
-18
-0.2% -$6.44K
NYF icon
28
iShares New York Muni Bond ETF
NYF
$1.37B
$2.6M 1.05%
48,655
+33,158
+214% +$1.78M
LLY icon
29
Eli Lilly
LLY
$1.01T
$2.46M 0.99%
2,287
-36
-2% -$34.4K
DMXF icon
30
iShares ESG Advanced MSCI EAFE ETF
DMXF
$986M
$2.43M 0.98%
32,379
+1,049
+3% +$80K
DGRO icon
31
iShares Core Dividend Growth ETF
DGRO
$42.5B
$2.33M 0.94%
33,547
+215
+0.6% +$14.8K
JPM icon
32
JPMorgan Chase
JPM
$939B
$2.23M 0.9%
6,910
+134
+2% +$41.5K
VTI icon
33
Vanguard Morningstar Total Stock Market ETF
VTI
$657B
$2.12M 0.86%
6,319
+91
+1% +$30.3K
VXUS icon
34
Vanguard Total International Stock ETF
VXUS
$155B
$1.94M 0.79%
25,734
+459
+2% +$34.3K
SPY icon
35
State Street SPDR S&P 500 ETF Trust
SPY
$785B
$1.87M 0.75%
2,728
+32
+1% +$21.6K
IGRO icon
36
iShares International Dividend Growth ETF
IGRO
$1.29B
$1.83M 0.74%
22,165
+134
+0.6% +$10.8K
VMBS icon
37
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$1.77M 0.71%
37,526
-3,801
-9% -$179K
GS icon
38
Goldman Sachs
GS
$302B
$1.77M 0.71%
2,009
– –
NUSC icon
39
Nuveen ESG Small-Cap ETF
NUSC
$1.28B
$1.64M 0.66%
36,656
+371
+1% +$16.5K
XMHQ icon
40
Invesco S&P MidCap Quality ETF
XMHQ
$5.43B
$1.57M 0.63%
15,309
+882
+6% +$91K
VYM icon
41
Vanguard High Dividend Yield ETF
VYM
$80.7B
$1.56M 0.63%
10,843
+11
+0.1% +$1.56K
JNJ icon
42
Johnson & Johnson
JNJ
$617B
$1.54M 0.62%
7,443
+3
+0% +$593
JQUA icon
43
JPMorgan US Quality Factor ETF
JQUA
$8.17B
$1.44M 0.58%
22,841
-3,078
-12% -$193K
UNP icon
44
Union Pacific
UNP
$173B
$1.34M 0.54%
5,801
-13
-0.2% -$2.97K
NACP icon
45
Impact Shares NAACP Minority Empowerment ETF
NACP
$74.1M
$1.29M 0.52%
26,150
– –
META icon
46
Meta Platforms (Facebook)
META
$1.4T
$1.15M 0.46%
1,736
+7
+0.4% +$4.67K
AXP icon
47
American Express
AXP
$228B
$1.14M 0.46%
3,094
-94
-3% -$33.6K
NUEM icon
48
Nuveen ESG Emerging Markets Equity ETF
NUEM
$369M
$1.12M 0.45%
31,589
+1,095
+4% +$39.8K
LRCX icon
49
Lam Research
LRCX
$377B
$1.11M 0.45%
6,475
-2,684
-29% -$417K
DIS icon
50
Walt Disney
DIS
$167B
$1.08M 0.44%
9,405
-123
-1% -$13.5K
1
2
3 4 5

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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.