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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
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
CLF icon
776
Cleveland-Cliffs
CLF
$6.54B
– –
-5,610
Closed -$68.4K
CLX icon
777
Clorox
CLX
$11.6B
– –
-25
Closed -$3.12K
COO icon
778
Cooper Companies
COO
$14.1B
– –
-104
Closed -$7.13K
CVLT icon
779
Commault Systems
CVLT
$4.79B
– –
-448
Closed -$84.6K
DBRG icon
780
DigitalBridge
DBRG
$2.93B
– –
-252
Closed -$2.95K
DDD icon
781
3D Systems Corp
DDD
$433M
– –
-27
Closed -$78
DOC icon
782
Healthpeak Properties
DOC
$15.1B
– –
-50
Closed -$956
DOW icon
783
Dow Inc
DOW
$21.9B
– –
-15
Closed -$335
DXCM icon
784
DexCom
DXCM
$32.3B
– –
-23
Closed -$1.57K
FBIN icon
785
Fortune Brands Innovations
FBIN
$5.89B
– –
-46
Closed -$2.46K
FFIV icon
786
F5
FFIV
$23B
– –
-26
Closed -$8.4K
GDDY icon
787
GoDaddy
GDDY
$10.9B
– –
-53
Closed -$7.25K
GIS icon
788
General Mills
GIS
$19.1B
– –
-89
Closed -$4.49K
HAE icon
789
Haemonetics
HAE
$3.83B
– –
-11
Closed -$536
HSIC icon
790
Henry Schein
HSIC
$9.78B
– –
-32
Closed -$2.12K
HTLD icon
791
Heartland Express
HTLD
$962M
– –
-2,863
Closed -$24K
IAU icon
792
iShares Gold Trust
IAU
$62.9B
– –
-88
Closed -$6.4K
IIPR icon
793
Innovative Industrial Properties
IIPR
$1.72B
– –
-191
Closed -$10.6K
IT icon
794
Gartner
IT
$10.1B
– –
-9
Closed -$2.37K
JOBY icon
795
Joby Aviation
JOBY
$7B
– –
-6,570
Closed -$106K
KMX icon
796
CarMax
KMX
$8.14B
– –
-21
Closed -$942
KWR icon
797
Quaker Houghton
KWR
$2.81B
– –
-4
Closed -$535
LBRDK icon
798
Liberty Broadband Class C
LBRDK
$4.92B
– –
-250
Closed -$15.9K
LMAT icon
799
LeMaitre Vascular
LMAT
$2.32B
– –
-9
Closed -$747
MDB icon
800
MongoDB
MDB
$27B
– –
-8
Closed -$2.4K
30 31
32
33 34

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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.