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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
NU icon
626
Nu Holdings
NU
$69.2B
$2.88K ﹤0.01%
172
– –
DT icon
627
Dynatrace
DT
$12.9B
$2.86K ﹤0.01%
66
– –
VAW icon
628
Vanguard Materials ETF
VAW
$2.95B
$2.86K ﹤0.01%
14
– –
WCN
629
Waste Connections
WCN
$42.2B
$2.81K ﹤0.01%
16
+2
+14% +$346
MTD icon
630
Mettler-Toledo International
MTD
$28.6B
$2.79K ﹤0.01%
2
– –
WST icon
631
West Pharmaceutical
WST
$24B
$2.78K ﹤0.01%
10
– –
PGX icon
632
Invesco Preferred ETF
PGX
$3.81B
$2.75K ﹤0.01%
245
– –
TGT icon
633
Target
TGT
$65.6B
$2.75K ﹤0.01%
28
– –
HSBC icon
634
HSBC
HSBC
$365B
$2.74K ﹤0.01%
35
– –
AIT icon
635
Applied Industrial Technologies
AIT
$12.8B
$2.68K ﹤0.01%
10
– –
TFX icon
636
Teleflex
TFX
$6.05B
$2.67K ﹤0.01%
22
– –
LUMN icon
637
Lumen
LUMN
$6.57B
$2.64K ﹤0.01%
340
– –
VCTR icon
638
Victory Capital Holdings
VCTR
$6.19B
$2.6K ﹤0.01%
41
– –
HURN icon
639
Huron Consulting
HURN
$2.41B
$2.6K ﹤0.01%
15
– –
GTLS
640
DELISTED
Chart Industries
GTLS
$2.52K ﹤0.01%
12
– –
VNT icon
641
Vontier
VNT
$4.52B
$2.5K ﹤0.01%
67
– –
DOV icon
642
Dover
DOV
$27.6B
$2.47K ﹤0.01%
13
– –
SOLV icon
643
Solventum
SOLV
$14.8B
$2.46K ﹤0.01%
31
– –
WTFC icon
644
Wintrust Financial
WTFC
$10.8B
$2.41K ﹤0.01%
17
– –
ESE icon
645
ESCO Technologies
ESE
$8.17B
$2.39K ﹤0.01%
12
– –
IJH icon
646
iShares Core S&P Mid-Cap ETF
IJH
$122B
$2.35K ﹤0.01%
+36
New +$2.36K
BXP icon
647
Boston Properties
BXP
$11.2B
$2.35K ﹤0.01%
34
+4
+13% +$284
BOOT icon
648
Boot Barn
BOOT
$4.51B
$2.32K ﹤0.01%
13
– –
IWD icon
649
iShares Russell 1000 Value ETF
IWD
$82.2B
$2.31K ﹤0.01%
11
– –
BDC icon
650
Belden
BDC
$4.83B
$2.31K ﹤0.01%
20
– –
24 25
26
27 28

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REA
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HCM
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MP
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JWM
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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.