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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 | |
|---|---|---|---|---|---|---|
526
Centene
CNC
$30.7B
| $5.57K | ﹤0.01% |
+156
| New | +$4.71K |
|
527
Steel Dynamics
STLD
$36B
| $5.54K | ﹤0.01% |
+40
| New | +$5.25K |
|
528
Vishay Intertechnology
VSH
$5.25B
| $5.5K | ﹤0.01% |
+360
| New | +$5.71K |
|
529
Cigna
CI
$73.8B
| $5.49K | ﹤0.01% |
+19
| New | +$5.62K |
|
530
Lamar Advertising Co
LAMR
$16.2B
| $5.47K | ﹤0.01% |
+45
| New | +$5.59K |
|
531
McCormick & Company Non-Voting
MKC
$13.7B
| $5.46K | ﹤0.01% |
+82
| New | +$5.74K |
|
532
Vertiv
VRT
$93B
| $5.44K | ﹤0.01% |
+36
| New | +$4.8K |
|
533
ASE Group
ASX
$77.3B
| $5.38K | ﹤0.01% |
+485
| New | +$5.08K |
|
534
American Eagle Outfitters
AEO
$2.88B
| $5.34K | ﹤0.01% |
+312
| New | +$4.27K |
|
535
Pool Corp
POOL
$6.75B
| $5.28K | ﹤0.01% |
+17
| New | +$5.33K |
|
536
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.52B
| $5.01K | ﹤0.01% |
+135
| New | +$4.97K |
|
537
BHP
BHP
$215B
| $4.97K | ﹤0.01% |
+89
| New | +$4.74K |
|
538
Quest Diagnostics
DGX
$25.7B
| $4.96K | ﹤0.01% |
+26
| New | +$4.61K |
|
539
Darden Restaurants
DRI
$23.3B
| $4.95K | ﹤0.01% |
+26
| New | +$5.34K |
|
540
Canadian Pacific Kansas City
CP
$78.1B
| $4.93K | ﹤0.01% |
+66
| New | +$5.04K |
|
541
Hilton Worldwide
HLT
$72.1B
| $4.93K | ﹤0.01% |
+19
| New | +$5.14K |
|
542
Principal Financial Group
PFG
$24.3B
| $4.86K | ﹤0.01% |
+59
| New | +$4.72K |
|
543
Kontoor Brands
KTB
$4.63B
| $4.79K | ﹤0.01% |
+60
| New | +$4.3K |
|
544
Phillips 66
PSX
$84.9B
| $4.69K | ﹤0.01% |
+35
| New | +$4.48K |
|
545
Deluxe
DLX
$1.18B
| $4.65K | ﹤0.01% |
+240
| New | +$4.37K |
|
546
McKesson
MCK
$100B
| $4.64K | ﹤0.01% |
+6
| New | +$4.22K |
|
547
Ferguson
FERG
$45.4B
| $4.58K | ﹤0.01% |
+20
| New | +$4.53K |
|
548
Emcor
EME
$35.2B
| $4.56K | ﹤0.01% |
+7
| New | +$4.25K |
|
|
HI
549
DELISTED
Hillenbrand
HI
| $4.51K | ﹤0.01% |
+167
| New | +$3.92K |
|
550
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.38B
| $4.51K | ﹤0.01% |
+209
| New | +$4.37K |
|
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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.