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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
LW icon
576
Lamb Weston
LW
$7.22B
$4.48K ﹤0.01%
107
+37
+53% +$2.18K
RJF icon
577
Raymond James Financial
RJF
$33.8B
$4.46K ﹤0.01%
28
+2
+8% +$323
CSGP icon
578
CoStar Group
CSGP
$11.7B
$4.44K ﹤0.01%
66
-44
-40% -$3.12K
FIX icon
579
Comfort Systems
FIX
$60.9B
$4.41K ﹤0.01%
5
– –
IFF icon
580
International Flavors & Fragrances
IFF
$20.2B
$4.38K ﹤0.01%
+64
New +$4.14K
EME icon
581
Emcor
EME
$35.2B
$4.29K ﹤0.01%
7
– –
XRT icon
582
State Street SPDR S&P Retail ETF
XRT
$449M
$4.29K ﹤0.01%
50
– –
INDI icon
583
indie Semiconductor
INDI
$682M
$4.27K ﹤0.01%
+1,210
New +$5.3K
BETR icon
584
Better Home & Finance Holding
BETR
$443M
$4.27K ﹤0.01%
+131
New +$7.08K
LEN icon
585
Lennar Class A
LEN
$19.8B
$4.21K ﹤0.01%
41
-25
-38% -$3.02K
PPG icon
586
PPG Industries
PPG
$24.6B
$4.2K ﹤0.01%
+41
New +$4.12K
MTSI icon
587
MACOM Technology Solutions
MTSI
$19.2B
$4.19K ﹤0.01%
24
– –
VT icon
588
Vanguard Total World Stock ETF
VT
$77.1B
$4.17K ﹤0.01%
30
+1
+3% +$140
MOD icon
589
Modine Manufacturing
MOD
$10.7B
$4.14K ﹤0.01%
31
– –
TPG icon
590
TPG
TPG
$7.01B
$4.09K ﹤0.01%
64
+43
+205% +$2.54K
ARES icon
591
Ares Management
ARES
$28.9B
$4.03K ﹤0.01%
25
– –
RF icon
592
Regions Financial
RF
$26.4B
$3.98K ﹤0.01%
145
-2
-1% -$51
MLI icon
593
Mueller Industries
MLI
$14.7B
$3.95K ﹤0.01%
68
– –
CRBN icon
594
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.15B
$3.93K ﹤0.01%
17
– –
EVR icon
595
Evercore
EVR
$12.4B
$3.91K ﹤0.01%
11
– –
QUBT icon
596
Quantum Computing Inc
QUBT
$1.83B
$3.91K ﹤0.01%
+381
New +$5.42K
MTB icon
597
M&T Bank
MTB
$35.7B
$3.87K ﹤0.01%
19
– –
NTRS icon
598
Northern Trust
NTRS
$22.4B
$3.85K ﹤0.01%
28
-29
-51% -$3.81K
SWK icon
599
Stanley Black & Decker
SWK
$14.3B
$3.83K ﹤0.01%
+52
New +$3.66K
WAT icon
600
Waters Corp
WAT
$37B
$3.8K ﹤0.01%
10
– –
22 23
24
25 26

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HCM
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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.