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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
MGNI icon
801
Magnite
MGNI
$2.76B
– –
-2,570
Closed -$56K
MOS icon
802
The Mosaic Company
MOS
$7.03B
– –
-1,581
Closed -$54.8K
MTN icon
803
Vail Resorts
MTN
$5.32B
– –
-16
Closed -$2.46K
POOL icon
804
Pool Corp
POOL
$6.75B
– –
-17
Closed -$5.28K
PRGS icon
805
Progress Software
PRGS
$1.66B
– –
-18
Closed -$787
PTEN icon
806
Patterson-UTI
PTEN
$3.98B
– –
-99
Closed -$515
RH icon
807
RH
RH
$3.13B
– –
-40
Closed -$8.13K
RMD icon
808
ResMed
RMD
$30.6B
– –
-13
Closed -$3.56K
SAIA icon
809
Saia
SAIA
$9.25B
– –
-2
Closed -$599
SHCO
810
DELISTED
Soho House & Co
SHCO
– –
-447
Closed -$3.96K
SM icon
811
SM Energy
SM
$7.8B
– –
-25
Closed -$627
SONO icon
812
Sonos
SONO
$1.73B
– –
-46
Closed -$728
SPSC icon
813
SPS Commerce
SPSC
$2.69B
– –
-8
Closed -$783
SRVR icon
814
Pacer Data & Infrastructure Real Estate ETF
SRVR
$372M
– –
-96
Closed -$3.04K
SYNA icon
815
Synaptics
SYNA
$4.19B
– –
-9
Closed -$642
TTD icon
816
Trade Desk
TTD
$8.48B
– –
-83
Closed -$4.07K
UFPI icon
817
UFP Industries
UFPI
$4.9B
– –
-7
Closed -$625
VBTX
818
DELISTED
Veritex Holdings
VBTX
– –
-62
Closed -$2.09K
VKTX icon
819
Viking Therapeutics
VKTX
$3.7B
– –
-50
Closed -$1.31K
VTRS icon
820
Viatris
VTRS
$20.4B
– –
-20
Closed -$193
WSM icon
821
Williams-Sonoma
WSM
$26.9B
– –
-515
Closed -$101K
WY icon
822
Weyerhaeuser
WY
$18B
– –
-101
Closed -$2.52K
ASTH icon
823
Astrana Health
ASTH
$1.76B
– –
-27
Closed -$773
DTCR icon
824
Global X Data Center & Digital Infrastructure ETF
DTCR
$2.1B
– –
-158
Closed -$3.25K
INVX
825
Innovex International
INVX
$1.96B
– –
-2,850
Closed -$52.8K
30 31 32
33
34

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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.