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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
+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 | |
|---|---|---|---|---|---|---|
501
Aflac
AFL
$64.9B
| $7.15K | ﹤0.01% |
+64
| New | +$6.72K |
|
502
Cooper Companies
COO
$14.1B
| $7.13K | ﹤0.01% |
+104
| New | +$7.37K |
|
503
Akamai
AKAM
$16.7B
| $7.05K | ﹤0.01% |
+93
| New | +$7.17K |
|
504
Host Hotels & Resorts
HST
$17.2B
| $7.01K | ﹤0.01% |
+407
| New | +$6.75K |
|
|
RFI
505
Cohen & Steers Total Return Realty Fund
RFI
$308M
| $6.99K | ﹤0.01% |
+578
| New | +$6.92K |
|
506
iShares US Industrials ETF
IYJ
$1.98B
| $6.96K | ﹤0.01% |
+48
| New | +$6.95K |
|
507
Liberty Media Series C
FWONK
$24.6B
| $6.89K | ﹤0.01% |
+66
| New | +$6.69K |
|
508
United Parcel Service
UPS
$88.6B
| $6.86K | ﹤0.01% |
+82
| New | +$7.43K |
|
509
EOG Resources
EOG
$79.2B
| $6.83K | ﹤0.01% |
+61
| New | +$7.28K |
|
510
Invesco Senior Loan ETF
BKLN
$6.97B
| $6.52K | ﹤0.01% |
+311
| New | +$6.51K |
|
511
Southwest Airlines
LUV
$22B
| $6.45K | ﹤0.01% |
+202
| New | +$6.61K |
|
512
iShares Gold Trust
IAU
$62.9B
| $6.4K | ﹤0.01% |
+88
| New | +$5.74K |
|
513
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$3.08B
| $6.39K | ﹤0.01% |
+207
| New | +$6.37K |
|
514
Danaos Corp
DAC
$2.58B
| $6.26K | ﹤0.01% |
+70
| New | +$6.45K |
|
515
Wayfair
W
$11.2B
| $6.25K | ﹤0.01% |
+70
| New | +$5.13K |
|
516
PACCAR
PCAR
$69.8B
| $6.25K | ﹤0.01% |
+64
| New | +$6.31K |
|
517
Snap-on
SNA
$21.2B
| $6.24K | ﹤0.01% |
+18
| New | +$5.89K |
|
518
Ford
F
$58.5B
| $6.14K | ﹤0.01% |
+514
| New | +$5.92K |
|
519
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$603M
| $5.96K | ﹤0.01% |
+142
| New | +$5.29K |
|
520
Vanguard Energy ETF
VDE
$10.1B
| $5.79K | ﹤0.01% |
+46
| New | +$5.66K |
|
521
Willis Towers Watson
WTW
$31.7B
| $5.67K | ﹤0.01% |
+16
| New | +$5.18K |
|
522
Ventas
VTR
$48B
| $5.64K | ﹤0.01% |
+80
| New | +$5.38K |
|
523
Philips
PHG
$25.7B
| $5.63K | ﹤0.01% |
+215
| New | +$5.52K |
|
524
Marvell Technology
MRVL
$168B
| $5.63K | ﹤0.01% |
+67
| New | +$4.93K |
|
525
Keurig Dr Pepper
KDP
$42.3B
| $5.58K | ﹤0.01% |
+217
| New | +$6.8K |
|
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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.