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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
+15.28%
1 Year Est. Return
+24.54%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$275M
AUM Growth
+$43M
Cap. Flow
+$18.9M
Cap. Flow %
6.89%
Top 10 Hldgs %
30.8%
Holding
813
New
61
Increased
257
Reduced
205
Closed
54

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$9.49M
2
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$7.51M
3
CVLC icon
Calvert US Large-Cap Core Responsible Index ETF
CVLC
+$3.87M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3M
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$2.06M

Top Sells

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$24.1M
2
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$1.37M
3
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$412K
4
NYF icon
iShares New York Muni Bond ETF
NYF
+$286K
5
HON icon
Honeywell
HON
+$259K

Sector Composition

Rank Sector Weight
1 Miscellaneous 61.16%
2 Technology 15.07%
3 Financials 5.68%
4 Communication Services 4.81%
5 Consumer Discretionary 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HLT icon
551
Hilton Worldwide
HLT
$70B
$6.28K ﹤0.01%
19
– –
SOLV icon
552
Solventum
SOLV
$15.6B
$6.25K ﹤0.01%
81
+50
+161% +$3.65K
KVUE icon
553
Kenvue
KVUE
$36B
$6.22K ﹤0.01%
326
+162
+99% +$2.85K
VB icon
554
Vanguard Morningstar Small-Cap ETF
VB
$81.1B
$6.18K ﹤0.01%
20
-24
-55% -$6.88K
APO icon
555
Apollo Global Management
APO
$78.9B
$6.12K ﹤0.01%
52
+21
+68% +$2.64K
LI icon
556
Li Auto
LI
$12.1B
$6.09K ﹤0.01%
519
– –
DASH icon
557
DoorDash
DASH
$91.7B
$6.09K ﹤0.01%
33
-48
-59% -$7.93K
SYF icon
558
Synchrony
SYF
$26B
$6.08K ﹤0.01%
80
+26
+48% +$1.91K
SIMO icon
559
Silicon Motion
SIMO
$8.69B
$5.99K ﹤0.01%
18
– –
DLX icon
560
Deluxe
DLX
$1.11B
$5.96K ﹤0.01%
249
+3
+1% +$78
HPE icon
561
Hewlett Packard
HPE
$69B
$5.94K ﹤0.01%
131
-166
-56% -$6K
SITM icon
562
SiTime
SITM
$18.4B
$5.87K ﹤0.01%
8
– –
EME icon
563
Emcor
EME
$33.3B
$5.83K ﹤0.01%
7
– –
APLD icon
564
Applied Digital
APLD
$7.5B
$5.82K ﹤0.01%
156
– –
CARR icon
565
Carrier Global
CARR
$49.2B
$5.81K ﹤0.01%
79
-30
-28% -$1.96K
CP icon
566
Canadian Pacific Kansas City
CP
$80.5B
$5.74K ﹤0.01%
66
– –
COR icon
567
Cencora
COR
$63.2B
$5.67K ﹤0.01%
+20
New +$5.76K
AN icon
568
AutoNation
AN
$7.02B
$5.57K ﹤0.01%
+30
New +$5.87K
CE icon
569
Celanese
CE
$4.9B
$5.57K ﹤0.01%
+121
New +$7K
PFG icon
570
Principal Financial Group
PFG
$25B
$5.48K ﹤0.01%
51
-5
-9% -$508
AEO icon
571
American Eagle Outfitters
AEO
$2.91B
$5.47K ﹤0.01%
318
+2
+0.6% +$35
SNOW icon
572
Snowflake
SNOW
$117B
$5.34K ﹤0.01%
21
– –
PHG icon
573
Philips
PHG
$25.3B
$5.31K ﹤0.01%
195
– –
SNA icon
574
Snap-on
SNA
$19.8B
$5.28K ﹤0.01%
13
– –
WHR icon
575
Whirlpool
WHR
$2.56B
$5.1K ﹤0.01%
129
– –
21 22
23
24 25

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Westfuller Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Westfuller Advisors held 813 positions worth $275M, up 19% from $232M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Westfuller Advisors deployed $18.9M of net new capital in Q2 2026, opening 61 new positions and adding to 257 existing holdings. Its largest new stake was Jabil: 942 shares worth $363K.

By sector, the portfolio is most concentrated in Miscellaneous at 61% of assets, down from 65% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was iShares 1-3 Year Treasury Bond ETF, an estimated $412K trimmed.

  • Westfuller Advisors's largest Q2 2026 buy was Jabil: 942 shares worth $363K.
  • Westfuller Advisors added most to State Street SPDR S&P 500 ETF Trust in Q2 2026, an estimated $9.49M increase.
  • Westfuller Advisors's biggest Q2 2026 reduction was iShares 1-3 Year Treasury Bond ETF, cutting an estimated $412K.
  • Westfuller Advisors fully exited iShares 0-3 Month Treasury Bond ETF in Q2 2026, selling an estimated $24.1M.
  • Westfuller Advisors's ten largest holdings make up 31% of its $275M portfolio in Q2 2026.
  • Westfuller Advisors opened 61 new positions and closed 54 in Q2 2026.
  • Westfuller Advisors's portfolio value rose 19% quarter-over-quarter to $275M.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.