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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 | |
|---|---|---|---|---|---|---|
476
Church & Dwight Co
CHD
$23.4B
| $8.47K | ﹤0.01% |
+97
| New | +$9.09K |
|
477
F5
FFIV
$22.9B
| $8.4K | ﹤0.01% |
+26
| New | +$8.14K |
|
478
Zebra Technologies
ZBRA
$14B
| $8.32K | ﹤0.01% |
+28
| New | +$8.94K |
|
479
Lennar Class A
LEN
$19.8B
| $8.32K | ﹤0.01% |
+66
| New | +$8.19K |
|
480
KKR & Co
KKR
$91.1B
| $8.32K | ﹤0.01% |
+64
| New | +$9.09K |
|
481
RH
RH
$3.13B
| $8.13K | ﹤0.01% |
+40
| New | +$8.69K |
|
482
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
| $8.12K | ﹤0.01% |
+79
| New | +$8.15K |
|
483
Rivian
RIVN
$22B
| $8.07K | ﹤0.01% |
+550
| New | +$7.37K |
|
484
Wells Fargo
WFC
$261B
| $8.05K | ﹤0.01% |
+96
| New | +$7.79K |
|
485
NVR
NVR
$16.5B
| $8.04K | ﹤0.01% |
+1
| New | +$7.95K |
|
486
GE Aerospace
GE
$374B
| $7.88K | ﹤0.01% |
+26
| New | +$7.11K |
|
|
PSKY
487
Paramount Skydance Corp
PSKY
$8.91B
| $7.73K | ﹤0.01% |
+409
| New | +$6.47K |
|
488
Becton Dickinson
BDX
$45.6B
| $7.68K | ﹤0.01% |
+41
| New | +$7.62K |
|
489
Northern Trust
NTRS
$22.4B
| $7.68K | ﹤0.01% |
+57
| New | +$7.33K |
|
490
Albemarle
ALB
$13.9B
| $7.68K | ﹤0.01% |
+94
| New | +$7.25K |
|
491
MGIC Investment
MTG
$6.16B
| $7.68K | ﹤0.01% |
+271
| New | +$7.39K |
|
492
United Natural Foods
UNFI
$3.08B
| $7.52K | ﹤0.01% |
+200
| New | +$5.48K |
|
493
Kenvue
KVUE
$36.9B
| $7.49K | ﹤0.01% |
+462
| New | +$9.43K |
|
494
Sterling Infrastructure
STRL
$18.3B
| $7.34K | ﹤0.01% |
+22
| New | +$6.25K |
|
495
PTC
PTC
$15.8B
| $7.31K | ﹤0.01% |
+36
| New | +$7.34K |
|
496
GoDaddy
GDDY
$11B
| $7.25K | ﹤0.01% |
+53
| New | +$8.16K |
|
497
Pinterest
PINS
$13.4B
| $7.24K | ﹤0.01% |
+225
| New | +$8.16K |
|
|
HOLX
498
DELISTED
Hologic
HOLX
| $7.22K | ﹤0.01% |
+107
| New | +$7.1K |
|
499
IonQ
IONQ
$13.6B
| $7.2K | ﹤0.01% |
+117
| New | +$5.5K |
|
500
Sysco
SYY
$40.8B
| $7.16K | ﹤0.01% |
+87
| New | +$6.96K |
|
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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.