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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
MTB icon
601
M&T Bank
MTB
$34.6B
$4.13K ﹤0.01%
17
-2
-11% -$437
PHIN icon
602
Phinia Inc
PHIN
$2.53B
$4.12K ﹤0.01%
+50
New +$3.83K
MYRG icon
603
MYR Group
MYRG
$4.46B
$4.12K ﹤0.01%
8
– –
SOUN icon
604
SoundHound AI
SOUN
$2.99B
$3.99K ﹤0.01%
616
– –
HYLB icon
605
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.51B
$3.98K ﹤0.01%
109
– –
CORP icon
606
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.45B
$3.97K ﹤0.01%
41
– –
WST icon
607
West Pharmaceutical
WST
$23.9B
$3.97K ﹤0.01%
11
+1
+10% +$306
ANGL icon
608
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.17B
$3.95K ﹤0.01%
135
– –
MCK icon
609
McKesson
MCK
$106B
$3.78K ﹤0.01%
5
– –
RJF icon
610
Raymond James Financial
RJF
$34.3B
$3.78K ﹤0.01%
25
-15
-38% -$2.28K
WRB icon
611
W.R. Berkley
WRB
$25.7B
$3.73K ﹤0.01%
52
– –
WULF icon
612
TeraWulf
WULF
$8.24B
$3.66K ﹤0.01%
148
– –
FN icon
613
Fabrinet
FN
$14.6B
$3.65K ﹤0.01%
7
– –
MLI icon
614
Mueller Industries
MLI
$14.1B
$3.64K ﹤0.01%
60
– –
VOYA icon
615
Voya Financial
VOYA
$9.43B
$3.64K ﹤0.01%
+40
New +$3.26K
UHAL.B icon
616
U-Haul Holding Co Series N
UHAL.B
$11.5B
$3.63K ﹤0.01%
63
– –
BETR icon
617
Better Home & Finance Holding
BETR
$275M
$3.6K ﹤0.01%
131
– –
APA icon
618
APA Corp
APA
$15B
$3.58K ﹤0.01%
+110
New +$4.13K
ESE icon
619
ESCO Technologies
ESE
$7.1B
$3.56K ﹤0.01%
10
– –
WSM icon
620
Williams-Sonoma
WSM
$26.8B
$3.5K ﹤0.01%
15
+13
+650% +$2.58K
IFF icon
621
International Flavors & Fragrances
IFF
$22B
$3.35K ﹤0.01%
42
+30
+250% +$2.23K
HRL icon
622
Hormel Foods
HRL
$11.9B
$3.31K ﹤0.01%
133
-254
-66% -$5.65K
O icon
623
Realty Income
O
$58B
$3.3K ﹤0.01%
53
+6
+13% +$374
EVR icon
624
Evercore
EVR
$11.5B
$3.27K ﹤0.01%
10
– –
SLB icon
625
SLB Ltd
SLB
$85.3B
$3.27K ﹤0.01%
+70
New +$3.75K
23 24
25
26 27

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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.