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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
Cap. Flow
+$34.1M
Cap. Flow %
15.49%
Top 10 Hldgs %
30.77%
Holding
761
New
644
Increased
73
Reduced
25
Closed
1

Top Buys

Rank Stock Value
1
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$3.26M
2
AAPL icon
Apple
AAPL
+$2.2M
3
AVGO icon
Broadcom
AVGO
+$2.09M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.73M

Top Sells

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$15.6M
2
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$3.81M
3
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$3.2M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$2.76M
5
ESML icon
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
ATKR icon
726
Atkore
ATKR
$2.48B
$703 ﹤0.01%
+11
New +$717
BRBR icon
727
BellRing Brands
BRBR
$1.45B
$683 ﹤0.01%
+19
New +$858
SYNA icon
728
Synaptics
SYNA
$4.3B
$642 ﹤0.01%
+9
New +$612
SM icon
729
SM Energy
SM
$7.72B
$627 ﹤0.01%
+25
New +$674
UFPI icon
730
UFP Industries
UFPI
$4.88B
$625 ﹤0.01%
+7
New +$707
AVEM icon
731
Avantis Emerging Markets Equity ETF
AVEM
$25.5B
$601 ﹤0.01%
+8
New +$571
SAIA icon
732
Saia
SAIA
$9.33B
$599 ﹤0.01%
+2
New +$603
MBC icon
733
MasterBrand
MBC
$1.06B
$579 ﹤0.01%
+44
New +$544
HAE icon
734
Haemonetics
HAE
$3.83B
$536 ﹤0.01%
+11
New +$681
KWR icon
735
Quaker Houghton
KWR
$2.81B
$535 ﹤0.01%
+4
New +$526
PTEN icon
736
Patterson-UTI
PTEN
$3.93B
$515 ﹤0.01%
+99
New +$569
TECK icon
737
Teck Resources
TECK
$29.5B
$464 ﹤0.01%
+11
New +$400
UHAL icon
738
U-Haul Holding Co
UHAL
$13.8B
$399 ﹤0.01%
+7
New +$413
DOW icon
739
Dow Inc
DOW
$21.9B
$335 ﹤0.01%
+15
New +$374
ENPH icon
740
Enphase Energy
ENPH
$4.98B
$212 ﹤0.01%
+6
New +$223
ASIX icon
741
AdvanSix
ASIX
$538M
$210 ﹤0.01%
+11
New +$231
BHE icon
742
Benchmark Electronics
BHE
$2.91B
$207 ﹤0.01%
+5
New +$198
VTRS icon
743
Viatris
VTRS
$20.5B
$193 ﹤0.01%
+20
New +$195
NMI icon
744
Nuveen Municipal Income
NMI
$131M
$187 ﹤0.01%
+19
New +$188
MGF
745
Aberdeen Government Markets Income Fund
MGF
$91.6M
$176 ﹤0.01%
+56
New +$173
SBRA icon
746
Sabra Healthcare REIT
SBRA
$5.36B
$110 ﹤0.01%
+6
New +$112
CBNK icon
747
Capital Bancorp
CBNK
$605M
$109 ﹤0.01%
+3
New +$100
BHF icon
748
Brighthouse Financial
BHF
$3.58B
$106 ﹤0.01%
+2
New +$98
DDD icon
749
3D Systems Corp
DDD
$433M
$78 ﹤0.01%
+27
New +$56
AVNS
750
DELISTED
Avanos Medical
AVNS
$69 ﹤0.01%
+6
New +$70
27 28 29
30
31

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JWM
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AAM
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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.