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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
WTW icon
551
Willis Towers Watson
WTW
$31.7B
$5.41K ﹤0.01%
16
– –
KVUE icon
552
Kenvue
KVUE
$36.9B
$5.34K ﹤0.01%
310
-152
-33% -$2.48K
HI
553
DELISTED
Hillenbrand
HI
$5.33K ﹤0.01%
168
+1
+0.6% +$31
MSCI icon
554
MSCI
MSCI
$41.6B
$5.32K ﹤0.01%
9
+3
+50% +$1.68K
VSH icon
555
Vishay Intertechnology
VSH
$5.25B
$5.25K ﹤0.01%
362
+2
+0.6% +$30
SNA icon
556
Snap-on
SNA
$21.2B
$5.21K ﹤0.01%
15
-3
-17% -$1.03K
LYV icon
557
Live Nation Entertainment
LYV
$40.5B
$5.13K ﹤0.01%
36
-20
-36% -$2.87K
PFG icon
558
Principal Financial Group
PFG
$24.3B
$5.1K ﹤0.01%
58
-1
-2% -$84
PHG icon
559
Philips
PHG
$25.7B
$5.1K ﹤0.01%
195
-20
-9% -$533
HYLB icon
560
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.52B
$4.97K ﹤0.01%
135
– –
AQST icon
561
Aquestive Therapeutics
AQST
$463M
$4.97K ﹤0.01%
+769
New +$4.79K
MCK icon
562
McKesson
MCK
$100B
$4.93K ﹤0.01%
6
– –
FWONK icon
563
Liberty Media Series C
FWONK
$24.6B
$4.93K ﹤0.01%
50
-16
-24% -$1.57K
SJM icon
564
J.M. Smucker
SJM
$12.7B
$4.91K ﹤0.01%
50
-43
-46% -$4.45K
CP icon
565
Canadian Pacific Kansas City
CP
$78.1B
$4.88K ﹤0.01%
66
– –
CARR icon
566
Carrier Global
CARR
$51B
$4.86K ﹤0.01%
92
-84
-48% -$4.67K
CACI icon
567
CACI
CACI
$11B
$4.79K ﹤0.01%
9
– –
LH icon
568
Labcorp
LH
$25.4B
$4.79K ﹤0.01%
19
-11
-37% -$2.92K
FLOT icon
569
iShares Floating Rate Bond ETF
FLOT
$10.2B
$4.72K ﹤0.01%
93
-448
-83% -$22.8K
KMI icon
570
Kinder Morgan
KMI
$71.7B
$4.56K ﹤0.01%
166
+43
+35% +$1.16K
FERG icon
571
Ferguson
FERG
$45.4B
$4.54K ﹤0.01%
20
– –
TYL icon
572
Tyler Technologies
TYL
$12.7B
$4.54K ﹤0.01%
+10
New +$4.76K
PCY icon
573
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.38B
$4.53K ﹤0.01%
209
– –
SYF icon
574
Synchrony
SYF
$24.7B
$4.5K ﹤0.01%
54
+9
+20% +$688
PSX icon
575
Phillips 66
PSX
$84.9B
$4.49K ﹤0.01%
35
– –
21 22
23
24 25

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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.