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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
ZBRA icon
676
Zebra Technologies
ZBRA
$14B
$1.7K ﹤0.01%
7
-21
-75% -$5.62K
NSSC icon
677
Napco Security Technologies
NSSC
$1.32B
$1.69K ﹤0.01%
40
– –
OLLI icon
678
Ollie's Bargain Outlet
OLLI
$4.44B
$1.65K ﹤0.01%
15
– –
KAI icon
679
Kadant
KAI
$3.63B
$1.62K ﹤0.01%
6
– –
MTCH icon
680
Match Group
MTCH
$9.19B
$1.6K ﹤0.01%
49
-69
-58% -$2.27K
INTA icon
681
Intapp
INTA
$2.52B
$1.59K ﹤0.01%
35
– –
KMB icon
682
Kimberly-Clark
KMB
$36.3B
$1.57K ﹤0.01%
+15
New +$1.64K
MGY icon
683
Magnolia Oil & Gas
MGY
$6.09B
$1.57K ﹤0.01%
72
+1
+1% +$23
HYG icon
684
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$1.56K ﹤0.01%
19
– –
SBCF icon
685
Seacoast Banking Corp of Florida
SBCF
$3.36B
$1.53K ﹤0.01%
49
– –
AI icon
686
C3.ai
AI
$1.43B
$1.52K ﹤0.01%
+113
New +$1.8K
SMG icon
687
ScottsMiracle-Gro
SMG
$3.82B
$1.5K ﹤0.01%
26
+1
+4% +$56
MMSI icon
688
Merit Medical Systems
MMSI
$5.07B
$1.49K ﹤0.01%
17
– –
CWST icon
689
Casella Waste Systems
CWST
$5.71B
$1.47K ﹤0.01%
15
– –
PGF icon
690
Invesco Financial Preferred ETF
PGF
$677M
$1.46K ﹤0.01%
103
– –
GRMN
691
Garmin
GRMN
$56.7B
$1.44K ﹤0.01%
7
-33
-83% -$7.18K
OZK icon
692
Bank OZK
OZK
$5.6B
$1.4K ﹤0.01%
31
+1
+3% +$47
PBH icon
693
Prestige Consumer Healthcare
PBH
$2.38B
$1.39K ﹤0.01%
23
– –
FELE icon
694
Franklin Electric
FELE
$4.63B
$1.36K ﹤0.01%
14
– –
PSK icon
695
State Street SPDR ICE Preferred Securities ETF
PSK
$692M
$1.33K ﹤0.01%
42
+1
+2% +$32
KNF icon
696
Knife River
KNF
$4.15B
$1.26K ﹤0.01%
18
– –
OXY icon
697
Occidental Petroleum
OXY
$56.8B
$1.23K ﹤0.01%
30
– –
MOH icon
698
Molina Healthcare
MOH
$10.2B
$1.22K ﹤0.01%
+7
New +$1.15K
BIO icon
699
Bio-Rad Laboratories Class A
BIO
$8.71B
$1.21K ﹤0.01%
4
– –
OII icon
700
Oceaneering
OII
$4.86B
$1.18K ﹤0.01%
49
– –
26 27
28
29 30

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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.