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WA

Westfuller Advisors Portfolio holdings

AUM $232M
1-Year Est. Return 15.82%
This Fund
S&P 500
This Quarter Est. Return
+7.2%
1 Year Est. Return
+15.82%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$175M
AUM Growth
+$25.6M
Cap. Flow
+$15.2M
Cap. Flow %
8.68%
Top 10 Hldgs %
46.87%
Holding
115
New
17
Increased
56
Reduced
23
Closed
1

Top Buys

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$7.26M
2
AMZN icon
Amazon
AMZN
+$4.58M
3
CHGX icon
AXS Change Finance ESG ETF
CHGX
+$3.15M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.49M
5
LLY icon
Eli Lilly
LLY
+$990K

Top Sells

Rank Stock Value
1
CHGX
AXS Change Finance ESG ETF
CHGX
+$3.08M
2
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$2.37M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.18M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.2M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$562K

Sector Composition

Rank Sector Weight
1 Technology 7.81%
2 Consumer Discretionary 4.41%
3 Financials 2.81%
4 Communication Services 2.63%
5 Healthcare 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VIG icon
76
Vanguard Dividend Appreciation ETF
VIG
$111B
$423K 0.24%
2,056
– –
IYW icon
77
iShares US Technology ETF
IYW
$24B
$403K 0.23%
2,327
+1
+0% +$152
BGRN icon
78
iShares USD Green Bond ETF
BGRN
$495M
$386K 0.22%
8,101
+15
+0.2% +$705
PFF icon
79
iShares Preferred and Income Securities ETF
PFF
$13.3B
$382K 0.22%
12,459
+42
+0.3% +$1.26K
IEF icon
80
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$379K 0.22%
3,959
– –
VEA icon
81
Vanguard FTSE Developed Markets ETF
VEA
$226B
$375K 0.21%
6,583
+52
+0.8% +$2.79K
EFG icon
82
iShares MSCI EAFE Growth ETF
EFG
$16.4B
$369K 0.21%
3,292
– –
VTEB icon
83
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.6B
$355K 0.2%
7,237
+60
+0.8% +$2.93K
BLV icon
84
Vanguard Long-Term Bond ETF
BLV
$5.85B
$348K 0.2%
5,005
+38
+0.8% +$2.59K
TSM icon
85
TSMC
TSM
$2.07T
$345K 0.2%
1,517
+4
+0.3% +$741
MELI icon
86
Mercado Libre
MELI
$92B
$342K 0.2%
131
+24
+22% +$56K
XLI icon
87
State Street Industrial Select Sector SPDR ETF
XLI
$33.3B
$324K 0.18%
2,196
-41
-2% -$5.59K
HEZU icon
88
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$564M
$304K 0.17%
7,401
– –
FTNT icon
89
Fortinet
FTNT
$118B
$293K 0.17%
2,772
-3
-0.1% -$303
DUOL icon
90
Duolingo
DUOL
$6.24B
$287K 0.16%
700
– –
AVAV icon
91
AeroVironment
AVAV
$7.2B
$285K 0.16%
+1,000
New +$169K
NSC icon
92
Norfolk Southern
NSC
$76.4B
$272K 0.16%
1,063
+6
+0.6% +$1.42K
IEI icon
93
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
$269K 0.15%
2,262
+20
+0.9% +$2.36K
INTU icon
94
Intuit
INTU
$79.6B
$267K 0.15%
339
+6
+2% +$4.06K
VHT icon
95
Vanguard Health Care ETF
VHT
$18B
$260K 0.15%
1,046
– –
CRWD icon
96
CrowdStrike
CRWD
$207B
$252K 0.14%
+1,976
New +$214K
VGT icon
97
Vanguard Information Technology ETF
VGT
$139B
$250K 0.14%
3,024
+8
+0.3% +$582
CRM icon
98
Salesforce
CRM
$140B
$246K 0.14%
902
-128
-12% -$34.2K
ECL icon
99
Ecolab
ECL
$76.8B
$245K 0.14%
907
-115
-11% -$29.2K
PYPL icon
100
PayPal
PYPL
$49.9B
$244K 0.14%
+3,285
New +$225K
1 2 3
4
5

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SOAG
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RWMG
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TW
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SFP
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VOMP
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Westfuller Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Westfuller Advisors held 115 positions worth $175M, up 17% from $150M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Westfuller Advisors deployed $15.2M of net new capital in Q2 2025, opening 17 new positions and adding to 56 existing holdings. Its largest new stake was AXS Change Finance ESG ETF: 130,029 shares worth $3.39M.

By sector, the portfolio is most concentrated in Technology at 7.8% of assets, up from 7.3% a quarter earlier, followed by Consumer Discretionary and Financials.

On the sell side, the largest reduction was Vanguard ESG US Stock ETF, an estimated $2.37M trimmed.

  • Westfuller Advisors's largest Q2 2025 buy was AXS Change Finance ESG ETF: 130,029 shares worth $3.39M.
  • Westfuller Advisors added most to iShares 0-3 Month Treasury Bond ETF in Q2 2025, an estimated $7.26M increase.
  • Westfuller Advisors's biggest Q2 2025 reduction was Vanguard ESG US Stock ETF, cutting an estimated $2.37M.
  • Westfuller Advisors fully exited AXS Change Finance ESG ETF in Q2 2025, selling an estimated $3.08M.
  • Westfuller Advisors's ten largest holdings make up 47% of its $175M portfolio in Q2 2025.
  • Westfuller Advisors opened 17 new positions and closed 1 in Q2 2025.
  • Westfuller Advisors's portfolio value rose 17% quarter-over-quarter to $175M.

Based on Westfuller Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.