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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
+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
WCN
651
Waste Connections
WCN
$41.5B
$2.33K ﹤0.01%
14
+6
+75% +$950
ENSG icon
652
The Ensign Group
ENSG
$9.95B
$2.29K ﹤0.01%
14
– –
PAYC icon
653
Paycom
PAYC
$10.4B
$2.26K ﹤0.01%
18
-36
-67% -$4.69K
GPN icon
654
Global Payments
GPN
$24.5B
$2.25K ﹤0.01%
+31
New +$2.13K
CF icon
655
CF Industries
CF
$20.2B
$2.17K ﹤0.01%
+20
New +$2.36K
KRG icon
656
Kite Realty
KRG
$5.2B
$2.17K ﹤0.01%
76
– –
PLMR icon
657
Palomar
PLMR
$3.59B
$2.15K ﹤0.01%
17
– –
WTFC icon
658
Wintrust Financial
WTFC
$10.4B
$2.13K ﹤0.01%
13
– –
PSKY
659
Paramount Skydance Corp
PSKY
$12.2B
$2.09K ﹤0.01%
211
+140
+197% +$1.47K
STIP icon
660
iShares 0-5 Year TIPS Bond ETF
STIP
$16.1B
$2.07K ﹤0.01%
20
– –
GTLS
661
DELISTED
Chart Industries
GTLS
$1.98K ﹤0.01%
9
– –
QYLD icon
662
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.38B
$1.96K ﹤0.01%
106
– –
GEHC icon
663
GE HealthCare
GEHC
$31.1B
$1.92K ﹤0.01%
30
-59
-66% -$3.88K
RAL
664
Ralliant Corp
RAL
$7.02B
$1.92K ﹤0.01%
26
-124
-83% -$6.91K
INVH icon
665
Invitation Homes
INVH
$16.9B
$1.86K ﹤0.01%
+61
New +$1.73K
CASH icon
666
Pathward Financial
CASH
$1.73B
$1.84K ﹤0.01%
21
– –
BDC icon
667
Belden
BDC
$4.78B
$1.84K ﹤0.01%
15
– –
DAN icon
668
Dana Inc
DAN
$3.45B
$1.81K ﹤0.01%
67
+1
+2% +$34
NU icon
669
Nu Holdings
NU
$74.2B
$1.79K ﹤0.01%
134
– –
VEEV icon
670
Veeva Systems
VEEV
$44.5B
$1.77K ﹤0.01%
+10
New +$1.65K
KEX icon
671
Kirby Corp
KEX
$7.43B
$1.7K ﹤0.01%
12
– –
WTW icon
672
Willis Towers Watson
WTW
$31.1B
$1.7K ﹤0.01%
6
-10
-63% -$2.67K
MSCI icon
673
MSCI
MSCI
$41.7B
$1.68K ﹤0.01%
3
– –
KBR icon
674
KBR
KBR
$4.64B
$1.67K ﹤0.01%
48
– –
FSS icon
675
Federal Signal
FSS
$7.28B
$1.67K ﹤0.01%
13
– –
25 26
27
28 29

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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.