We are live on ! Find out more
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
IDEV icon
726
iShares Core MSCI International Developed Markets ETF
IDEV
$31.7B
$742 ﹤0.01%
9
– –
ITGR icon
727
Integer Holdings
ITGR
$4.12B
$737 ﹤0.01%
9
– –
IBKR icon
728
Interactive Brokers
IBKR
$39.2B
$707 ﹤0.01%
11
-8
-42% -$536
CFG icon
729
Citizens Financial Group
CFG
$30.3B
$701 ﹤0.01%
+12
New +$645
JBI icon
730
Janus International
JBI
$700M
$664 ﹤0.01%
102
– –
AVEM icon
731
Avantis Emerging Markets Equity ETF
AVEM
$25.4B
$616 ﹤0.01%
8
– –
IEMG icon
732
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$605 ﹤0.01%
9
-460
-98% -$30.9K
ACGL icon
733
Arch Capital
ACGL
$34.3B
$576 ﹤0.01%
+6
New +$549
BRO icon
734
Brown & Brown
BRO
$23.6B
$559 ﹤0.01%
+7
New +$584
FG icon
735
F&G Annuities & Life
FG
$3.79B
$554 ﹤0.01%
18
+17
+1,700% +$532
TECK icon
736
Teck Resources
TECK
$29.6B
$508 ﹤0.01%
11
– –
MBC icon
737
MasterBrand
MBC
$1.06B
$486 ﹤0.01%
44
– –
SWKS icon
738
Skyworks Solutions
SWKS
$9.37B
$457 ﹤0.01%
7
-103
-94% -$7.2K
UHAL icon
739
U-Haul Holding Co
UHAL
$13.9B
$353 ﹤0.01%
7
– –
ARE icon
740
Alexandria Real Estate Equities
ARE
$8.97B
$348 ﹤0.01%
+7
New +$412
DGX icon
741
Quest Diagnostics
DGX
$25.7B
$347 ﹤0.01%
2
-24
-92% -$4.37K
EG icon
742
Everest Group
EG
$14.5B
$341 ﹤0.01%
+1
New +$330
BHE icon
743
Benchmark Electronics
BHE
$2.87B
$231 ﹤0.01%
5
– –
BALL icon
744
Ball Corp
BALL
$17.3B
$219 ﹤0.01%
4
-52
-93% -$2.56K
DECK icon
745
Deckers Outdoor
DECK
$13.2B
$207 ﹤0.01%
+2
New +$187
APLD icon
746
Applied Digital
APLD
$7.89B
$196 ﹤0.01%
+8
New +$230
TER icon
747
Teradyne
TER
$57.6B
$194 ﹤0.01%
+1
New +$172
ENPH icon
748
Enphase Energy
ENPH
$4.96B
$192 ﹤0.01%
6
– –
NMI icon
749
Nuveen Municipal Income
NMI
$131M
$190 ﹤0.01%
19
– –
ASIX icon
750
AdvanSix
ASIX
$541M
$189 ﹤0.01%
11
– –
28 29
30
31 32

Similar funds

ACM
Allred Capital Management Dallas, Texas $275M AUM 18.19% 1-Year Est. Return
3C
325 Capital New York $274M AUM 49.96% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 1-Year Est. Return
REA
Renesas Electronics America San Jose, California $275M AUM
HCM
Highview Capital Management Buffalo Grove, Illinois $275M AUM 30.09% 1-Year Est. Return
MP
Maestria Partners Atlanta, Georgia $274M AUM 13.12% 1-Year Est. Return
JWM
Jessup Wealth Management Dayton, Ohio $274M AUM 29.44% 1-Year Est. Return
AAM
Arohi Asset Management Singapore $275M AUM 20.81% 1-Year Est. Return

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.