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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
TLT icon
76
iShares 20+ Year Treasury Bond ETF
TLT
$42B
$558K 0.23%
6,406
-228
-3% -$20.4K
REGL icon
77
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.74B
$540K 0.22%
6,412
+46
+0.7% +$3.86K
VUG icon
78
Vanguard Morningstar Growth ETF
VUG
$218B
$520K 0.21%
6,396
-330
-5% -$26.8K
SHY icon
79
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$472K 0.19%
5,702
+8
+0.1% +$663
CB icon
80
Chubb
CB
$136B
$472K 0.19%
1,506
+26
+2% +$7.6K
IYW icon
81
iShares US Technology ETF
IYW
$23.5B
$465K 0.19%
2,329
+1
+0% +$200
CMCSA icon
82
Comcast
CMCSA
$84.7B
$458K 0.19%
15,339
-1,749
-10% -$49.9K
CSCO icon
83
Cisco
CSCO
$450B
$456K 0.18%
5,925
+78
+1% +$5.79K
HD icon
84
Home Depot
HD
$330B
$456K 0.18%
1,325
+27
+2% +$9.89K
VGIT icon
85
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$446K 0.18%
7,450
-810
-10% -$48.7K
TSM icon
86
TSMC
TSM
$2.11T
$439K 0.18%
1,440
-111
-7% -$32.6K
HON icon
87
Honeywell
HON
$76.6B
$432K 0.17%
2,212
-291
-12% -$56.9K
VFH icon
88
Vanguard Financials ETF
VFH
$13.5B
$429K 0.17%
3,213
-167
-5% -$21.7K
IGV icon
89
iShares Expanded Tech-Software Sector ETF
IGV
$12.5B
$426K 0.17%
4,030
– –
VEA icon
90
Vanguard FTSE Developed Markets ETF
VEA
$229B
$420K 0.17%
6,726
+111
+2% +$6.8K
VIG icon
91
Vanguard Dividend Appreciation ETF
VIG
$111B
$408K 0.16%
1,854
+32
+2% +$6.99K
NXPI icon
92
NXP Semiconductors
NXPI
$62B
$405K 0.16%
1,856
-210
-10% -$45K
BN icon
93
Brookfield
BN
$104B
$397K 0.16%
8,641
-2
-0% -$91
TJX icon
94
TJX Companies
TJX
$174B
$393K 0.16%
2,559
+164
+7% +$24.3K
ECL icon
95
Ecolab
ECL
$77.7B
$392K 0.16%
1,489
-46
-3% -$12.3K
BGRN icon
96
iShares USD Green Bond ETF
BGRN
$497M
$390K 0.16%
8,137
+20
+0.2% +$962
NOW icon
97
ServiceNow
NOW
$113B
$390K 0.16%
2,543
+23
+0.9% +$3.94K
INTU icon
98
Intuit
INTU
$85.5B
$383K 0.15%
578
-93
-14% -$61.5K
IEF icon
99
iShares 7-10 Year Treasury Bond ETF
IEF
$47B
$381K 0.15%
3,959
– –
EFG icon
100
iShares MSCI EAFE Growth ETF
EFG
$16.6B
$375K 0.15%
3,292
– –
2 3
4
5 6

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3C
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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.