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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
(+25%)
Cap. Flow
+$34.1M
Cap. Flow
% of AUM
15.49%
Top 10 Holdings %
Top 10 Hldgs %
30.77%
Holding
761
New
644
Increased
73
Reduced
25
Closed
1
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares US Treasury Bond ETF
GOVT
|
+$3.26M |
| 2 |
Apple
AAPL
|
+$2.2M |
| 3 |
Broadcom
AVGO
|
+$2.09M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.73M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$15.6M |
| 2 |
iShares ESG Aware US Aggregate Bond ETF
EAGG
|
+$3.81M |
| 3 |
Vanguard ESG US Stock ETF
ESGV
|
+$3.2M |
| 4 |
Vanguard ESG International Stock ETF
VSGX
|
+$2.76M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
676
Intapp
INTA
$2.52B
| $1.42K | ﹤0.01% |
+35
| New | +$1.51K |
|
677
Valvoline
VVV
$4.9B
| $1.42K | ﹤0.01% |
+39
| New | +$1.49K |
|
678
Kirby Corp
KEX
$7.01B
| $1.41K | ﹤0.01% |
+17
| New | +$1.71K |
|
679
Merit Medical Systems
MMSI
$5.07B
| $1.41K | ﹤0.01% |
+17
| New | +$1.48K |
|
680
Prestige Consumer Healthcare
PBH
$2.38B
| $1.41K | ﹤0.01% |
+23
| New | +$1.6K |
|
681
Occidental Petroleum
OXY
$56.8B
| $1.41K | ﹤0.01% |
+30
| New | +$1.36K |
|
682
Knife River
KNF
$4.15B
| $1.37K | ﹤0.01% |
+18
| New | +$1.47K |
|
683
Franklin Electric
FELE
$4.63B
| $1.36K | ﹤0.01% |
+14
| New | +$1.32K |
|
684
State Street SPDR ICE Preferred Securities ETF
PSK
$692M
| $1.36K | ﹤0.01% |
+41
| New | +$1.34K |
|
685
Viking Therapeutics
VKTX
$3.7B
| $1.31K | ﹤0.01% |
+50
| New | +$1.49K |
|
686
Interactive Brokers
IBKR
$39.2B
| $1.31K | ﹤0.01% |
+19
| New | +$1.2K |
|
687
Mobileye
MBLY
$2B
| $1.3K | ﹤0.01% |
+92
| New | +$1.37K |
|
688
Insight Enterprises
NSIT
$3.89B
| $1.28K | ﹤0.01% |
+11
| New | +$1.43K |
|
|
MRP
689
Millrose Properties Inc
MRP
$4.65B
| $1.28K | ﹤0.01% |
+38
| New | +$1.23K |
|
690
Post Holdings
POST
$4.14B
| $1.21K | ﹤0.01% |
+11
| New | +$1.18K |
|
691
Matador Resources
MTDR
$6.2B
| $1.21K | ﹤0.01% |
+27
| New | +$1.32K |
|
692
Oceaneering
OII
$4.86B
| $1.21K | ﹤0.01% |
+49
| New | +$1.12K |
|
693
TPG
TPG
$7.01B
| $1.21K | ﹤0.01% |
+21
| New | +$1.24K |
|
694
Avient
AVNT
$3.33B
| $1.19K | ﹤0.01% |
+36
| New | +$1.25K |
|
695
Bio-Rad Laboratories Class A
BIO
$8.71B
| $1.12K | ﹤0.01% |
+4
| New | +$1.09K |
|
696
BCE
BCE
$20.2B
| $1.09K | ﹤0.01% |
+46
| New | +$1.11K |
|
697
Vanguard Russell 1000 Growth ETF
VONG
$42.8B
| $1.08K | ﹤0.01% |
+9
| New | +$1.03K |
|
|
PLYM
698
DELISTED
Plymouth Industrial REIT
PLYM
| $1.08K | ﹤0.01% |
+48
| New | +$881 |
|
699
Transmedics
TMDX
$2.64B
| $1.05K | ﹤0.01% |
+9
| New | +$1.05K |
|
700
Interparfums
IPAR
$3.99B
| $1.05K | ﹤0.01% |
+11
| New | +$1.3K |
|
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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.