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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
+6.69%
1 Year Est. Return
+24.54%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$220M
AUM Growth
+$44.6M
Cap. Flow
+$34.1M
Cap. Flow %
15.49%
Top 10 Hldgs %
30.77%
Holding
761
New
643
Increased
73
Reduced
25
Closed
1

Top Buys

Rank Stock Value
1
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$3.26M
2
AAPL icon
Apple
AAPL
+$2.2M
3
AVGO icon
Broadcom
AVGO
+$2.09M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.73M

Top Sells

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$15.6M
2
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$3.81M
3
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$3.2M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$2.76M
5
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$1.83M

Sector Composition

Rank Sector Weight
1 Miscellaneous 59.95%
2 Technology 14.11%
3 Financials 6.45%
4 Consumer Discretionary 4.95%
5 Communication Services 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VUG icon
76
Vanguard Morningstar Growth ETF
VUG
$224B
$538K 0.24%
6,726
-432
-6% -$33K
CMCSA icon
77
Comcast
CMCSA
$86.7B
$537K 0.24%
17,088
+3,858
+29% +$129K
HD icon
78
Home Depot
HD
$305B
$526K 0.24%
+1,298
New +$510K
HON icon
79
Honeywell
HON
$64.5B
$497K 0.23%
+2,503
New +$523K
VGIT icon
80
Vanguard Intermediate-Term Treasury ETF
VGIT
$39.2B
$496K 0.23%
8,260
-8
-0.1% -$478
PYPL icon
81
PayPal
PYPL
$46B
$488K 0.22%
7,272
+3,987
+121% +$281K
NXPI icon
82
NXP Semiconductors
NXPI
$57.1B
$473K 0.21%
+2,066
New +$465K
SHY icon
83
iShares 1-3 Year Treasury Bond ETF
SHY
$26B
$472K 0.21%
5,694
-192
-3% -$15.9K
ZS icon
84
Zscaler
ZS
$31.6B
$469K 0.21%
+1,564
New +$446K
NOW icon
85
ServiceNow
NOW
$147B
$464K 0.21%
+2,520
New +$471K
IGV icon
86
iShares Expanded Tech-Software Sector ETF
IGV
$13.9B
$463K 0.21%
4,030
-325
-7% -$36K
INTU icon
87
Intuit
INTU
$88B
$458K 0.21%
671
+332
+98% +$239K
IYW icon
88
iShares US Technology ETF
IYW
$25B
$456K 0.21%
2,328
+1
+0% +$183
NFLX icon
89
Netflix
NFLX
$324B
$446K 0.2%
+3,720
New +$454K
VFH icon
90
Vanguard Financials ETF
VFH
$13.3B
$444K 0.2%
3,380
-24
-0.7% -$3.11K
TSM icon
91
TSMC
TSM
$2.15T
$434K 0.2%
1,551
+34
+2% +$8.31K
ECL icon
92
Ecolab
ECL
$77B
$421K 0.19%
1,535
+628
+69% +$171K
CB icon
93
Chubb
CB
$132B
$419K 0.19%
+1,480
New +$407K
ADP icon
94
Automatic Data Processing
ADP
$110B
$416K 0.19%
1,411
+744
+112% +$224K
ACN icon
95
Accenture
ACN
$118B
$416K 0.19%
1,686
+1,015
+151% +$265K
CSCO icon
96
Cisco
CSCO
$434B
$400K 0.18%
5,847
+2,760
+89% +$188K
VEA icon
97
Vanguard FTSE Developed Markets ETF
VEA
$234B
$396K 0.18%
6,615
+32
+0.5% +$1.86K
SNPS icon
98
Synopsys
SNPS
$70.5B
$395K 0.18%
+801
New +$453K
VIG icon
99
Vanguard Dividend Appreciation ETF
VIG
$111B
$395K 0.18%
1,822
-234
-11% -$49.1K
BN icon
100
Brookfield
BN
$82.9B
$395K 0.18%
+8,643
New +$383K
2 3
4
5 6

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Westfuller Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Westfuller Advisors held 761 positions worth $220M, up 25% from $175M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Westfuller Advisors deployed $34.1M of net new capital in Q3 2025, opening 643 new positions and adding to 73 existing holdings. Its largest new stake was Palo Alto Networks: 4,984 shares worth $1.01M.

By sector, the portfolio is most concentrated in Miscellaneous at 60% of assets, down from 79% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was iShares 0-3 Month Treasury Bond ETF, an estimated $15.6M trimmed.

  • Westfuller Advisors's largest Q3 2025 buy was Palo Alto Networks: 4,984 shares worth $1.01M.
  • Westfuller Advisors added most to iShares US Treasury Bond ETF in Q3 2025, an estimated $3.26M increase.
  • Westfuller Advisors's biggest Q3 2025 reduction was iShares 0-3 Month Treasury Bond ETF, cutting an estimated $15.6M.
  • Westfuller Advisors fully exited iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2025, selling an estimated $1.83M.
  • Westfuller Advisors's ten largest holdings make up 31% of its $220M portfolio in Q3 2025.
  • Westfuller Advisors opened 643 new positions and closed 1 in Q3 2025.
  • Westfuller Advisors's portfolio value rose 25% quarter-over-quarter to $220M.

Based on Westfuller Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.