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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
+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 | |
|---|---|---|---|---|---|---|
601
Vontier
VNT
$4.52B
| $2.82K | ﹤0.01% |
+67
| New | +$2.76K |
|
602
Hasbro
HAS
$13.3B
| $2.81K | ﹤0.01% |
+37
| New | +$2.87K |
|
603
Vanguard Materials ETF
VAW
$2.95B
| $2.81K | ﹤0.01% |
+14
| New | +$2.84K |
|
604
Sherwin-Williams
SHW
$82.7B
| $2.79K | ﹤0.01% |
+8
| New | +$2.82K |
|
605
Nu Holdings
NU
$69.2B
| $2.75K | ﹤0.01% |
+172
| New | +$2.4K |
|
606
Fabrinet
FN
$15.6B
| $2.74K | ﹤0.01% |
+8
| New | +$2.63K |
|
607
Arista Networks
ANET
$227B
| $2.74K | ﹤0.01% |
+19
| New | +$2.45K |
|
608
DoorDash
DASH
$85.5B
| $2.72K | ﹤0.01% |
+10
| New | +$2.51K |
|
609
Applied Industrial Technologies
AIT
$12.8B
| $2.72K | ﹤0.01% |
+10
| New | +$2.62K |
|
610
Teleflex
TFX
$6.05B
| $2.67K | ﹤0.01% |
+22
| New | +$2.67K |
|
611
Victory Capital Holdings
VCTR
$6.19B
| $2.65K | ﹤0.01% |
+41
| New | +$2.82K |
|
612
West Pharmaceutical
WST
$24B
| $2.65K | ﹤0.01% |
+10
| New | +$2.43K |
|
613
Freeport-McMoran
FCX
$90B
| $2.63K | ﹤0.01% |
+67
| New | +$2.91K |
|
614
ESCO Technologies
ESE
$8.17B
| $2.58K | ﹤0.01% |
+12
| New | +$2.37K |
|
615
GSK
GSK
$104B
| $2.57K | ﹤0.01% |
+59
| New | +$2.31K |
|
616
GE HealthCare
GEHC
$30.7B
| $2.55K | ﹤0.01% |
+34
| New | +$2.54K |
|
617
Arm
ARM
$256B
| $2.55K | ﹤0.01% |
+18
| New | +$2.62K |
|
618
Palomar
PLMR
$3.55B
| $2.52K | ﹤0.01% |
+22
| New | +$2.79K |
|
619
Weyerhaeuser
WY
$18B
| $2.52K | ﹤0.01% |
+101
| New | +$2.58K |
|
620
MetLife
MET
$61.9B
| $2.5K | ﹤0.01% |
+30
| New | +$2.36K |
|
621
Target
TGT
$65.6B
| $2.49K | ﹤0.01% |
+28
| New | +$2.76K |
|
622
Vail Resorts
MTN
$5.32B
| $2.46K | ﹤0.01% |
+16
| New | +$2.48K |
|
|
WCN
623
Waste Connections
WCN
$42.2B
| $2.46K | ﹤0.01% |
+14
| New | +$2.55K |
|
624
Fortune Brands Innovations
FBIN
$5.88B
| $2.46K | ﹤0.01% |
+46
| New | +$2.6K |
|
625
Mettler-Toledo International
MTD
$28.6B
| $2.46K | ﹤0.01% |
+2
| New | +$2.51K |
|
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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.