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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
MTDR icon
701
Matador Resources
MTDR
$6.2B
$1.15K ﹤0.01%
27
– –
VVV icon
702
Valvoline
VVV
$4.9B
$1.15K ﹤0.01%
39
– –
TMDX icon
703
Transmedics
TMDX
$2.64B
$1.14K ﹤0.01%
9
– –
AVNT icon
704
Avient
AVNT
$3.33B
$1.14K ﹤0.01%
36
– –
MRP
705
Millrose Properties Inc
MRP
$4.65B
$1.14K ﹤0.01%
38
– –
POST icon
706
Post Holdings
POST
$4.14B
$1.12K ﹤0.01%
11
– –
BCE icon
707
BCE
BCE
$20.2B
$1.11K ﹤0.01%
46
– –
STAG icon
708
STAG Industrial
STAG
$7.38B
$1.09K ﹤0.01%
30
+1
+3% +$38
SNY icon
709
Sanofi
SNY
$103B
$1.07K ﹤0.01%
22
– –
PLYM
710
DELISTED
Plymouth Industrial REIT
PLYM
$1.05K ﹤0.01%
48
– –
LULU icon
711
lululemon athletica
LULU
$13.5B
$1.04K ﹤0.01%
5
– –
GIII icon
712
G-III Apparel Group
GIII
$1.54B
$1.04K ﹤0.01%
36
– –
VFC icon
713
VF Corp
VFC
$5.63B
$1.01K ﹤0.01%
56
+1
+2% +$16
SSB icon
714
SouthState Bank Corp
SSB
$10.2B
$1K ﹤0.01%
11
– –
IDA icon
715
Idacorp
IDA
$7.92B
$986 ﹤0.01%
8
– –
GAP
716
The Gap Inc
GAP
$7.23B
$982 ﹤0.01%
38
– –
FXI icon
717
iShares China Large-Cap ETF
FXI
$4.37B
$967 ﹤0.01%
25
– –
MZTI
718
The Marzetti Company
MZTI
$2.93B
$959 ﹤0.01%
6
– –
NGVT icon
719
Ingevity
NGVT
$2.54B
$947 ﹤0.01%
16
– –
CTVA icon
720
Corteva
CTVA
$52.6B
$943 ﹤0.01%
14
– –
DK icon
721
Delek US
DK
$4.16B
$920 ﹤0.01%
31
– –
NSIT icon
722
Insight Enterprises
NSIT
$3.89B
$919 ﹤0.01%
11
– –
IPAR icon
723
Interparfums
IPAR
$3.99B
$914 ﹤0.01%
11
– –
EVTC icon
724
Evertec
EVTC
$1.88B
$771 ﹤0.01%
27
+1
+4% +$30
VRSN icon
725
VeriSign
VRSN
$26.2B
$744 ﹤0.01%
+3
New +$754
27 28
29
30 31

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PP
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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.