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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
Cap. Flow
+$34.1M
Cap. Flow %
15.49%
Top 10 Hldgs %
30.77%
Holding
761
New
644
Increased
73
Reduced
25
Closed
1

Top Buys

Rank Stock Value
1
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$3.26M
2
AAPL icon
Apple
AAPL
+$2.2M
3
AVGO icon
Broadcom
AVGO
+$2.09M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.73M

Top Sells

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$15.6M
2
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$3.81M
3
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$3.2M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$2.76M
5
ESML icon
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
HSBC icon
626
HSBC
HSBC
$365B
$2.45K ﹤0.01%
+35
New +$2.28K
GTLS
627
DELISTED
Chart Industries
GTLS
$2.45K ﹤0.01%
+12
New +$2.28K
TE
628
T1 Energy
TE
$1.16B
$2.4K ﹤0.01%
+1,100
New +$1.75K
MDB icon
629
MongoDB
MDB
$27.1B
$2.4K ﹤0.01%
+8
New +$2.06K
CAT icon
630
Caterpillar
CAT
$375B
$2.39K ﹤0.01%
+5
New +$2.13K
BDC icon
631
Belden
BDC
$4.83B
$2.38K ﹤0.01%
+20
New +$2.52K
IT icon
632
Gartner
IT
$10.1B
$2.37K ﹤0.01%
+9
New +$2.63K
WTFC icon
633
Wintrust Financial
WTFC
$10.8B
$2.27K ﹤0.01%
+17
New +$2.25K
SOLV icon
634
Solventum
SOLV
$14.8B
$2.26K ﹤0.01%
+31
New +$2.27K
BXP icon
635
Boston Properties
BXP
$11.2B
$2.26K ﹤0.01%
+30
New +$2.12K
KBR icon
636
KBR
KBR
$4.64B
$2.26K ﹤0.01%
+48
New +$2.33K
IWD icon
637
iShares Russell 1000 Value ETF
IWD
$82.2B
$2.24K ﹤0.01%
+11
New +$2.19K
HURN icon
638
Huron Consulting
HURN
$2.41B
$2.21K ﹤0.01%
+15
New +$2.05K
ANGL icon
639
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.08B
$2.2K ﹤0.01%
+74
New +$2.17K
BOOT icon
640
Boot Barn
BOOT
$4.51B
$2.18K ﹤0.01%
+13
New +$2.24K
MYRG icon
641
MYR Group
MYRG
$5.19B
$2.15K ﹤0.01%
+10
New +$1.87K
FSS icon
642
Federal Signal
FSS
$7.62B
$2.14K ﹤0.01%
+18
New +$2.16K
HSIC icon
643
Henry Schein
HSIC
$9.77B
$2.12K ﹤0.01%
+32
New +$2.21K
LII icon
644
Lennox International
LII
$14.4B
$2.12K ﹤0.01%
+4
New +$2.34K
SIMO icon
645
Silicon Motion
SIMO
$8.6B
$2.12K ﹤0.01%
+22
New +$1.75K
DOV icon
646
Dover
DOV
$27.6B
$2.1K ﹤0.01%
+13
New +$2.33K
VBTX
647
DELISTED
Veritex Holdings
VBTX
$2.09K ﹤0.01%
+62
New +$2K
LUMN icon
648
Lumen
LUMN
$6.57B
$2.08K ﹤0.01%
+340
New +$1.63K
NMIH icon
649
NMI Holdings
NMIH
$3.37B
$2.05K ﹤0.01%
+54
New +$2.11K
CASH icon
650
Pathward Financial
CASH
$1.86B
$2.02K ﹤0.01%
+27
New +$2.1K
24 25
26
27 28

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HCM
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AAM
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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.