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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
CMG icon
476
Chipotle Mexican Grill
CMG
$47.2B
$9.32K ﹤0.01%
+252
New +$9.12K
WHR icon
477
Whirlpool
WHR
$2.43B
$9.18K ﹤0.01%
127
+1
+0.8% +$74
TSCO icon
478
Tractor Supply
TSCO
$16.1B
$9.15K ﹤0.01%
183
-83
-31% -$4.47K
CPRT icon
479
Copart
CPRT
$27B
$9.08K ﹤0.01%
+232
New +$9.62K
AEP icon
480
American Electric Power
AEP
$69.6B
$9K ﹤0.01%
78
+1
+1% +$118
WFC icon
481
Wells Fargo
WFC
$261B
$8.95K ﹤0.01%
96
– –
IGIB icon
482
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$8.8K ﹤0.01%
163
+2
+1% +$108
SHW icon
483
Sherwin-Williams
SHW
$82.7B
$8.79K ﹤0.01%
27
+19
+238% +$6.36K
LI icon
484
Li Auto
LI
$13.4B
$8.79K ﹤0.01%
519
– –
MAA icon
485
Mid-America Apartment Communities
MAA
$15.4B
$8.71K ﹤0.01%
63
+1
+2% +$133
FISV
486
Fiserv Inc
FISV
$28.8B
$8.6K ﹤0.01%
128
-151
-54% -$12.6K
HST icon
487
Host Hotels & Resorts
HST
$17.2B
$8.57K ﹤0.01%
474
+67
+16% +$1.16K
SNOW icon
488
Snowflake
SNOW
$102B
$8.55K ﹤0.01%
39
– –
FIS icon
489
Fidelity National Information Services
FIS
$23.1B
$8.51K ﹤0.01%
128
-61
-32% -$4.02K
MP icon
490
MP Materials
MP
$7.36B
$8.49K ﹤0.01%
+168
New +$10.7K
STZ icon
491
Constellation Brands
STZ
$22.2B
$8.45K ﹤0.01%
61
-1,863
-97% -$256K
EXR icon
492
Extra Space Storage
EXR
$31.3B
$8.44K ﹤0.01%
65
+1
+2% +$136
ABNB icon
493
Airbnb
ABNB
$89.9B
$8.41K ﹤0.01%
62
-46
-43% -$5.73K
PHM icon
494
Pultegroup
PHM
$24.1B
$8.4K ﹤0.01%
71
– –
LUV icon
495
Southwest Airlines
LUV
$22B
$8.39K ﹤0.01%
202
– –
UPS icon
496
United Parcel Service
UPS
$88.6B
$8.29K ﹤0.01%
84
+2
+2% +$187
AEO icon
497
American Eagle Outfitters
AEO
$2.88B
$8.28K ﹤0.01%
314
+2
+0.6% +$40
ES icon
498
Eversource Energy
ES
$26.9B
$8.17K ﹤0.01%
+121
New +$8.5K
STIP icon
499
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$8.15K ﹤0.01%
80
+1
+1% +$103
GE icon
500
GE Aerospace
GE
$374B
$8.08K ﹤0.01%
26
– –
18 19
20
21 22

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REA
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HCM
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MP
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JWM
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AAM
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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.