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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
VRTX icon
476
Vertex Pharmaceuticals
VRTX
$138B
$10.7K ﹤0.01%
22
– –
CCI icon
477
Crown Castle
CCI
$32.3B
$10.7K ﹤0.01%
141
-35
-20% -$3.07K
NTRS icon
478
Northern Trust
NTRS
$34.1B
$10.7K ﹤0.01%
61
+33
+118% +$5.44K
CPB icon
479
Campbell Soup
CPB
$6.38B
$10.6K ﹤0.01%
474
+96
+25% +$2.02K
SHEL icon
480
Shell
SHEL
$266B
$10.6K ﹤0.01%
136
+1
+0.7% +$86
AON icon
481
Aon
AON
$68.5B
$10.4K ﹤0.01%
31
-11
-26% -$3.55K
F icon
482
Ford
F
$58.3B
$10.4K ﹤0.01%
746
+245
+49% +$3.31K
LUV icon
483
Southwest Airlines
LUV
$19.4B
$10.3K ﹤0.01%
200
– –
SRE icon
484
Sempra
SRE
$55B
$10.3K ﹤0.01%
110
-20
-15% -$1.86K
CNC icon
485
Centene
CNC
$33.1B
$10K ﹤0.01%
156
-151
-49% -$8.07K
NCLH icon
486
Norwegian Cruise Line
NCLH
$7.15B
$9.86K ﹤0.01%
467
-3,210
-87% -$59.9K
VTR icon
487
Ventas
VTR
$46.3B
$9.84K ﹤0.01%
110
– –
GE icon
488
GE Aerospace
GE
$350B
$9.82K ﹤0.01%
26
– –
EXR icon
489
Extra Space Storage
EXR
$29.4B
$9.66K ﹤0.01%
66
+49
+288% +$7K
CRWV
490
CoreWeave
CRWV
$49.3B
$9.65K ﹤0.01%
97
– –
USA icon
491
Liberty All-Star Equity Fund
USA
$1.84B
$9.65K ﹤0.01%
1,661
-5,373
-76% -$31K
AEP icon
492
American Electric Power
AEP
$67.8B
$9.56K ﹤0.01%
70
+1
+1% +$132
RIVN icon
493
Rivian
RIVN
$22.8B
$9.54K ﹤0.01%
550
– –
BAC icon
494
Bank of America
BAC
$438B
$9.53K ﹤0.01%
167
+1
+0.6% +$53
SERV
495
Serve Robotics
SERV
$429M
$9.35K ﹤0.01%
1,421
– –
PHM icon
496
Pultegroup
PHM
$23.7B
$9.3K ﹤0.01%
68
-4
-6% -$486
LEU icon
497
Centrus Energy
LEU
$3.47B
$9.23K ﹤0.01%
55
– –
BF.B icon
498
Brown-Forman Class B
BF.B
$12.3B
$9.2K ﹤0.01%
342
+38
+13% +$1.02K
STLD icon
499
Steel Dynamics
STLD
$34.7B
$9.19K ﹤0.01%
40
– –
MRSH
500
Marsh
MRSH
$88.6B
$9.15K ﹤0.01%
55
-45
-45% -$7.52K
18 19
20
21 22

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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.