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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
W icon
501
Wayfair
W
$11.2B
$8.03K ﹤0.01%
80
+10
+14% +$962
HOLX
502
DELISTED
Hologic
HOLX
$7.97K ﹤0.01%
107
– –
MTG icon
503
MGIC Investment
MTG
$6.16B
$7.95K ﹤0.01%
272
+1
+0.4% +$28
ASX icon
504
ASE Group
ASX
$77.3B
$7.82K ﹤0.01%
485
– –
MICC
505
The Magnum Ice Cream Company N.V.
MICC
$11.4B
$7.79K ﹤0.01%
+492
New +$7.71K
TAP icon
506
Molson Coors Class B
TAP
$7.79B
$7.6K ﹤0.01%
163
+82
+101% +$3.78K
PWR icon
507
Quanta Services
PWR
$100B
$7.6K ﹤0.01%
+18
New +$7.91K
STE icon
508
Steris
STE
$22.3B
$7.37K ﹤0.01%
29
+17
+142% +$4.27K
NVR icon
509
NVR
NVR
$16.5B
$7.29K ﹤0.01%
1
– –
CTAS icon
510
Cintas
CTAS
$81.9B
$7.15K ﹤0.01%
38
-7
-16% -$1.32K
AFL icon
511
Aflac
AFL
$64.9B
$7.09K ﹤0.01%
64
– –
IYJ icon
512
iShares US Industrials ETF
IYJ
$1.98B
$7.08K ﹤0.01%
48
– –
VTR icon
513
Ventas
VTR
$48B
$7.05K ﹤0.01%
91
+11
+14% +$830
PCAR icon
514
PACCAR
PCAR
$69.8B
$6.96K ﹤0.01%
63
-1
-2% -$102
CRWV
515
CoreWeave
CRWV
$39.2B
$6.95K ﹤0.01%
97
-60
-38% -$6.08K
APTV icon
516
Aptiv
APTV
$12B
$6.92K ﹤0.01%
91
-29
-24% -$2.33K
GEHC icon
517
GE HealthCare
GEHC
$30.7B
$6.89K ﹤0.01%
84
+50
+147% +$3.9K
CAT icon
518
Caterpillar
CAT
$375B
$6.87K ﹤0.01%
12
+7
+140% +$3.89K
GEN icon
519
Gen Digital
GEN
$16.4B
$6.85K ﹤0.01%
252
-140
-36% -$3.77K
HOOD icon
520
Robinhood
HOOD
$77.8B
$6.79K ﹤0.01%
+60
New +$7.8K
AZO icon
521
AutoZone
AZO
$49.2B
$6.78K ﹤0.01%
2
+1
+100% +$3.78K
STLD icon
522
Steel Dynamics
STLD
$36B
$6.75K ﹤0.01%
40
– –
F icon
523
Ford
F
$58.5B
$6.74K ﹤0.01%
514
– –
UNFI icon
524
United Natural Foods
UNFI
$3.08B
$6.73K ﹤0.01%
200
– –
U icon
525
Unity
U
$13.8B
$6.67K ﹤0.01%
+151
New +$6.15K
19 20
21
22 23

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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.