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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
XMHQ icon
51
Invesco S&P MidCap Quality ETF
XMHQ
$5.61B
$1.44M 0.52%
12,729
-2,073
-14% -$226K
NUEM icon
52
Nuveen ESG Emerging Markets Equity ETF
NUEM
$428M
$1.34M 0.49%
31,661
-157
-0.5% -$6.43K
VXF icon
53
Vanguard Extended Market ETF
VXF
$31.3B
$1.34M 0.49%
5,444
-608
-10% -$139K
IBM icon
54
IBM
IBM
$221B
$1.32M 0.48%
4,702
+17
+0.4% +$4.28K
COST icon
55
Costco
COST
$406B
$1.21M 0.44%
1,292
+276
+27% +$275K
SBUX icon
56
Starbucks
SBUX
$119B
$1.2M 0.44%
11,787
+574
+5% +$57.8K
IWM icon
57
iShares Russell 2000 ETF
IWM
$81.2B
$1.19M 0.43%
3,952
+937
+31% +$263K
BNDX icon
58
Vanguard Total International Bond ETF
BNDX
$82.2B
$1.1M 0.4%
22,744
+156
+0.7% +$7.5K
VEA icon
59
Vanguard FTSE Developed Markets ETF
VEA
$240B
$1.1M 0.4%
15,408
+7,559
+96% +$527K
AMD icon
60
Advanced Micro Devices
AMD
$780B
$1.05M 0.38%
1,800
+1,326
+280% +$544K
AXP icon
61
American Express
AXP
$220B
$1.04M 0.38%
3,069
-39
-1% -$12.5K
META icon
62
Meta Platforms (Facebook)
META
$1.57T
$988K 0.36%
1,755
+15
+0.9% +$9.17K
DIS icon
63
Walt Disney
DIS
$182B
$946K 0.34%
9,754
+467
+5% +$47.6K
PEP icon
64
PepsiCo
PEP
$188B
$901K 0.33%
6,654
+486
+8% +$72.7K
VNQ icon
65
Vanguard Real Estate ETF
VNQ
$38.1B
$901K 0.33%
9,339
-243
-3% -$23.2K
SPIB icon
66
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$896K 0.33%
26,782
-1,428
-5% -$47.8K
VTWO icon
67
Vanguard Russell 2000 ETF
VTWO
$17B
$864K 0.31%
7,119
+100
+1% +$11.4K
NULG icon
68
Nuveen ESG Large-Cap Growth ETF
NULG
$2.93B
$822K 0.3%
7,019
– –
BNY
69
Bank of New York Mellon
BNY
$112B
$774K 0.28%
5,350
-433
-7% -$59.2K
SUSB icon
70
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.3B
$746K 0.27%
29,839
-7,360
-20% -$184K
V icon
71
Visa
V
$700B
$745K 0.27%
2,172
+680
+46% +$218K
IWF icon
72
iShares Russell 1000 Growth ETF
IWF
$126B
$722K 0.26%
5,818
+6
+0.1% +$723
CSCO icon
73
Cisco
CSCO
$431B
$717K 0.26%
6,106
+348
+6% +$36.4K
TSM icon
74
TSMC
TSM
$2.22T
$694K 0.25%
1,451
+12
+0.8% +$4.87K
TMO icon
75
Thermo Fisher Scientific
TMO
$227B
$690K 0.25%
1,374
+33
+2% +$15.8K
1 2
3
4 5

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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.