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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
62

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 Miscellaneous 63.28%
2 Technology 13.02%
3 Financials 5.92%
4 Communication Services 4.5%
5 Consumer Discretionary 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MGF
751
Aberdeen Government Markets Income Fund
MGF
$89.9M
$174 ﹤0.01%
57
+1
+2% +$3
BHF icon
752
Brighthouse Financial
BHF
$2.82B
$130 ﹤0.01%
2
– –
SBRA icon
753
Sabra Healthcare REIT
SBRA
$5.18B
$113 ﹤0.01%
6
– –
CBNK icon
754
Capital Bancorp
CBNK
$595M
$96 ﹤0.01%
3
– –
AVNS
755
DELISTED
Avanos Medical
AVNS
$67 ﹤0.01%
6
– –
OTIS icon
756
Otis Worldwide
OTIS
$26.1B
$55 ﹤0.01%
1
– –
MBLY icon
757
Mobileye
MBLY
$6.73B
$52 ﹤0.01%
5
-87
-95% -$1.09K
CHGG icon
758
Chegg
CHGG
$82.4M
$28 ﹤0.01%
30
– –
OGN icon
759
Organon & Co
OGN
$3.59B
$26 ﹤0.01%
4
– –
RCI icon
760
Rogers Communications
RCI
$19.4B
$22 ﹤0.01%
1
– –
WOLF icon
761
Wolfspeed
WOLF
$1.25B
$17 ﹤0.01%
1
– –
MUFG icon
762
Mitsubishi UFJ Financial
MUFG
$267B
– –
0
– –
ALLE icon
763
Allegion
ALLE
$13.1B
– –
-24
Closed -$4K
LII icon
764
Lennox International
LII
$12.5B
– –
-4
Closed -$2K
ING icon
765
ING
ING
$105B
– –
0
– –
AAP icon
766
Advance Auto Parts
AAP
$2.62B
– –
-912
Closed -$56K
ACHR icon
767
Archer Aviation
ACHR
$4.21B
– –
-300
Closed -$2.87K
ACWI icon
768
iShares MSCI ACWI ETF
ACWI
$32.7B
– –
-288
Closed -$39.8K
ATKR icon
769
Atkore
ATKR
$3.19B
– –
-11
Closed -$703
BBWI icon
770
Bath & Body Works
BBWI
$3.37B
– –
-2,167
Closed -$55.8K
BND icon
771
Vanguard Total Bond Market
BND
$161B
– –
-625
Closed -$46.5K
BRBR icon
772
BellRing Brands
BRBR
$1.06B
– –
-19
Closed -$683
BUD icon
773
AB InBev
BUD
$156B
– –
-56
Closed -$3.34K
BYND icon
774
Beyond Meat
BYND
$172M
– –
0
– -$11
CIEN icon
775
Ciena
CIEN
$47.4B
– –
-542
Closed -$79K
29 30
31
32 33

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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 Miscellaneous at 63% of assets, up from 60% a quarter earlier, followed by Technology and Financials.

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 62 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.