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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
+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
DASH icon
651
DoorDash
DASH
$85.9B
$2.27K ﹤0.01%
10
– –
MYRG icon
652
MYR Group
MYRG
$4.22B
$2.26K ﹤0.01%
10
– –
NMIH icon
653
NMI Holdings
NMIH
$3.27B
$2.19K ﹤0.01%
54
– –
ANGL icon
654
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.16B
$2.17K ﹤0.01%
74
– –
ACB
655
Aurora Cannabis
ACB
$242M
$2.11K ﹤0.01%
500
+200
+67% +$978
SIMO icon
656
Silicon Motion
SIMO
$8.11B
$2.08K ﹤0.01%
22
– –
HII icon
657
Huntington Ingalls Industries
HII
$11B
$1.99K ﹤0.01%
6
– –
DAN icon
658
Dana Inc
DAN
$3.24B
$1.98K ﹤0.01%
83
– –
ARM icon
659
Arm
ARM
$258B
$1.97K ﹤0.01%
18
– –
FSS icon
660
Federal Signal
FSS
$6.9B
$1.95K ﹤0.01%
18
– –
VONG icon
661
Vanguard Russell 1000 Growth ETF
VONG
$45.1B
$1.95K ﹤0.01%
16
+7
+78% +$853
CASH icon
662
Pathward Financial
CASH
$1.65B
$1.94K ﹤0.01%
27
– –
KBR icon
663
KBR
KBR
$4.7B
$1.93K ﹤0.01%
48
– –
QYLD icon
664
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.31B
$1.88K ﹤0.01%
106
– –
KEX icon
665
Kirby Corp
KEX
$7.34B
$1.86K ﹤0.01%
17
– –
GLIBK
666
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
$1.02B
$1.86K ﹤0.01%
50
– –
IESC icon
667
IES Holdings
IESC
$12.4B
$1.83K ﹤0.01%
10
– –
VOD icon
668
Vodafone
VOD
$40.9B
$1.79K ﹤0.01%
133
– –
EFSC icon
669
Enterprise Financial Services Corp
EFSC
$2.28B
$1.78K ﹤0.01%
33
– –
BMO icon
670
Bank of Montreal
BMO
$121B
$1.78K ﹤0.01%
14
– –
KRG icon
671
Kite Realty
KRG
$5.16B
$1.78K ﹤0.01%
74
+1
+1% +$23
MTRN icon
672
Materion
MTRN
$4.99B
$1.76K ﹤0.01%
14
– –
ICUI icon
673
ICU Medical
ICUI
$3.9B
$1.74K ﹤0.01%
12
– –
IBP icon
674
Installed Building Products
IBP
$5.31B
$1.74K ﹤0.01%
7
– –
EBF icon
675
Ennis
EBF
$539M
$1.74K ﹤0.01%
96
+1
+1% +$17
25 26
27
28 29

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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.