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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 | |
|---|---|---|---|---|---|---|
576
MSCI
MSCI
$41.6B
| $3.55K | ﹤0.01% |
+6
| New | +$3.39K |
|
577
Kinder Morgan
KMI
$71.7B
| $3.48K | ﹤0.01% |
+123
| New | +$3.37K |
|
578
Mueller Industries
MLI
$14.7B
| $3.47K | ﹤0.01% |
+68
| New | +$3.12K |
|
579
Progyny
PGNY
$2.44B
| $3.38K | ﹤0.01% |
+157
| New | +$3.57K |
|
580
AB InBev
BUD
$167B
| $3.34K | ﹤0.01% |
+56
| New | +$3.52K |
|
581
Global X Data Center & Digital Infrastructure ETF
DTCR
$2.1B
| $3.25K | ﹤0.01% |
+158
| New | +$3.03K |
|
582
U-Haul Holding Co Series N
UHAL.B
$12.2B
| $3.21K | ﹤0.01% |
+63
| New | +$3.35K |
|
583
Dynatrace
DT
$12.9B
| $3.2K | ﹤0.01% |
+66
| New | +$3.34K |
|
584
Synchrony
SYF
$24.7B
| $3.2K | ﹤0.01% |
+45
| New | +$3.26K |
|
585
Middleby
MIDD
$6.04B
| $3.19K | ﹤0.01% |
+24
| New | +$3.33K |
|
586
Marriott International
MAR
$98.3B
| $3.16K | ﹤0.01% |
+12
| New | +$3.22K |
|
587
Clorox
CLX
$11.6B
| $3.12K | ﹤0.01% |
+25
| New | +$3.1K |
|
588
MACOM Technology Solutions
MTSI
$19.2B
| $3.04K | ﹤0.01% |
+24
| New | +$3.17K |
|
589
Realty Income
O
$59.6B
| $3.04K | ﹤0.01% |
+50
| New | +$2.91K |
|
590
Pacer Data & Infrastructure Real Estate ETF
SRVR
$372M
| $3.04K | ﹤0.01% |
+96
| New | +$3.05K |
|
591
Waters Corp
WAT
$37B
| $3K | ﹤0.01% |
+10
| New | +$3.02K |
|
592
Steris
STE
$22.3B
| $2.97K | ﹤0.01% |
+12
| New | +$2.87K |
|
593
DigitalBridge
DBRG
$2.93B
| $2.95K | ﹤0.01% |
+252
| New | +$2.81K |
|
594
The Ensign Group
ENSG
$10.4B
| $2.93K | ﹤0.01% |
+17
| New | +$2.71K |
|
595
Archer Aviation
ACHR
$3.54B
| $2.87K | ﹤0.01% |
+300
| New | +$2.97K |
|
596
Las Vegas Sands
LVS
$31.7B
| $2.85K | ﹤0.01% |
+53
| New | +$2.79K |
|
597
Invesco Preferred ETF
PGX
$3.81B
| $2.84K | ﹤0.01% |
+245
| New | +$2.81K |
|
598
SiTime
SITM
$16B
| $2.83K | ﹤0.01% |
+9
| New | +$2.09K |
|
599
Ligand Pharmaceuticals
LGND
$5.76B
| $2.83K | ﹤0.01% |
+16
| New | +$2.38K |
|
600
Ball Corp
BALL
$17.3B
| $2.83K | ﹤0.01% |
+56
| New | +$3.03K |
|
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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.