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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
62

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 Miscellaneous 63.28%
2 Technology 13.02%
3 Financials 5.92%
4 Communication Services 4.5%
5 Consumer Discretionary 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CHD icon
601
Church & Dwight Co
CHD
$22.4B
$3.77K ﹤0.01%
45
-52
-54% -$4.44K
MAR icon
602
Marriott International
MAR
$87.9B
$3.77K ﹤0.01%
12
– –
WRB icon
603
W.R. Berkley
WRB
$26.5B
$3.74K ﹤0.01%
53
-1
-2% -$74
KTB icon
604
Kontoor Brands
KTB
$3.66B
$3.67K ﹤0.01%
60
– –
FCX icon
605
Freeport-McMoran
FCX
$99.6B
$3.61K ﹤0.01%
71
+4
+6% +$173
IVZ icon
606
Invesco
IVZ
$13.6B
$3.6K ﹤0.01%
+137
New +$3.35K
MIDD icon
607
Middleby
MIDD
$5.02B
$3.57K ﹤0.01%
24
– –
LVS icon
608
Las Vegas Sands
LVS
$26.7B
$3.45K ﹤0.01%
53
– –
FN icon
609
Fabrinet
FN
$13.4B
$3.42K ﹤0.01%
8
– –
PGNY icon
610
Progyny
PGNY
$2.13B
$3.37K ﹤0.01%
131
-26
-17% -$598
SITM icon
611
SiTime
SITM
$16.6B
$3.32K ﹤0.01%
9
– –
CPB icon
612
Campbell Soup
CPB
$6.37B
$3.26K ﹤0.01%
+117
New +$3.52K
J icon
613
Jacobs Solutions
J
$17B
$3.19K ﹤0.01%
24
-5
-17% -$733
PSKY
614
Paramount Skydance Corp
PSKY
$12.4B
$3.06K ﹤0.01%
227
-182
-44% -$2.84K
CI icon
615
Cigna
CI
$76.3B
$3.03K ﹤0.01%
11
-8
-42% -$2.24K
PCT icon
616
PureCycle Technologies
PCT
$1.12B
$3.02K ﹤0.01%
+352
New +$3.74K
LGND icon
617
Ligand Pharmaceuticals
LGND
$5.52B
$3.02K ﹤0.01%
16
– –
HAS icon
618
Hasbro
HAS
$12.7B
$2.99K ﹤0.01%
36
-1
-3% -$78
BHP icon
619
BHP
BHP
$215B
$2.96K ﹤0.01%
49
-40
-45% -$2.27K
ENSG icon
620
The Ensign Group
ENSG
$10.1B
$2.96K ﹤0.01%
17
– –
O icon
621
Realty Income
O
$55.6B
$2.94K ﹤0.01%
52
+2
+4% +$116
UHAL.B icon
622
U-Haul Holding Co Series N
UHAL.B
$10.9B
$2.94K ﹤0.01%
63
– –
DG icon
623
Dollar General
DG
$27.5B
$2.92K ﹤0.01%
+22
New +$2.45K
GSK icon
624
GSK
GSK
$100B
$2.92K ﹤0.01%
59
– –
PLMR icon
625
Palomar
PLMR
$3.64B
$2.91K ﹤0.01%
22
– –
23 24
25
26 27

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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 Miscellaneous at 63% of assets, up from 60% a quarter earlier, followed by Technology and Financials.

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 62 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.