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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
BNDX icon
51
Vanguard Total International Bond ETF
BNDX
$82B
$1.01M 0.41%
20,833
+274
+1% +$13.5K
SBUX icon
52
Starbucks
SBUX
$120B
$996K 0.4%
11,829
-489
-4% -$41.3K
SHV icon
53
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$964K 0.39%
8,755
– –
COST icon
54
Costco
COST
$420B
$962K 0.39%
1,115
-27
-2% -$24.5K
IAUM icon
55
iShares Gold Trust Micro
IAUM
$6.35B
$936K 0.38%
21,771
-10,771
-33% -$446K
V icon
56
Visa
V
$679B
$934K 0.38%
2,664
-42
-2% -$14.3K
PANW icon
57
Palo Alto Networks
PANW
$265B
$921K 0.37%
5,000
+16
+0.3% +$3.23K
PEP icon
58
PepsiCo
PEP
$190B
$900K 0.36%
6,211
-9
-0.1% -$1.32K
VEU icon
59
Vanguard FTSE All-World ex-US ETF
VEU
$66.6B
$870K 0.35%
11,827
+200
+2% +$14.5K
SPIB icon
60
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$866K 0.35%
25,603
-4,301
-14% -$146K
VXF icon
61
Vanguard Extended Market ETF
VXF
$30.2B
$837K 0.34%
4,001
-472
-11% -$99.1K
TMO icon
62
Thermo Fisher Scientific
TMO
$210B
$786K 0.32%
1,355
+7
+0.5% +$3.96K
VNQ icon
63
Vanguard Real Estate ETF
VNQ
$39.1B
$779K 0.32%
8,803
-2,071
-19% -$186K
IWM icon
64
iShares Russell 2000 ETF
IWM
$79.6B
$741K 0.3%
3,009
+10
+0.3% +$2.46K
SUSB icon
65
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.3B
$731K 0.3%
28,957
+334
+1% +$8.44K
WMG icon
66
Warner Music
WMG
$13.6B
$705K 0.29%
22,980
– –
BIL icon
67
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
$701K 0.28%
7,670
+1,068
+16% +$97.8K
IWF icon
68
iShares Russell 1000 Growth ETF
IWF
$120B
$687K 0.28%
5,808
+1,192
+26% +$141K
NULG icon
69
Nuveen ESG Large-Cap Growth ETF
NULG
$2.66B
$686K 0.28%
7,019
+6
+0.1% +$593
TIP icon
70
iShares TIPS Bond ETF
TIP
$14.5B
$670K 0.27%
6,095
-333
-5% -$36.9K
BNY
71
Bank of New York Mellon
BNY
$106B
$669K 0.27%
5,763
-370
-6% -$40.9K
ERET icon
72
iShares Environmentally Aware Real Estate ETF
ERET
$14.3M
$664K 0.27%
24,871
+2,561
+11% +$69.7K
MA icon
73
Mastercard
MA
$503B
$638K 0.26%
1,117
-86
-7% -$48.1K
CVLC icon
74
Calvert US Large-Cap Core Responsible Index ETF
CVLC
$906M
$626K 0.25%
+7,435
New +$620K
VTWO icon
75
Vanguard Russell 2000 ETF
VTWO
$17.3B
$607K 0.25%
6,100
+7
+0.1% +$696
1 2
3
4 5

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3C
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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.