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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
+15.28%
1 Year Est. Return
+24.54%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$275M
AUM Growth
+$43M
Cap. Flow
+$18.9M
Cap. Flow %
6.89%
Top 10 Hldgs %
30.8%
Holding
813
New
61
Increased
257
Reduced
205
Closed
54

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$9.49M
2
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$7.51M
3
CVLC icon
Calvert US Large-Cap Core Responsible Index ETF
CVLC
+$3.87M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3M
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$2.06M

Top Sells

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$24.1M
2
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$1.37M
3
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$412K
4
NYF icon
iShares New York Muni Bond ETF
NYF
+$286K
5
HON icon
Honeywell
HON
+$259K

Sector Composition

Rank Sector Weight
1 Miscellaneous 61.16%
2 Technology 15.07%
3 Financials 5.68%
4 Communication Services 4.81%
5 Consumer Discretionary 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADP icon
101
Automatic Data Processing
ADP
$110B
$353K 0.13%
1,566
+867
+124% +$185K
VGIT icon
102
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.1B
$352K 0.13%
5,963
-1,604
-21% -$94.8K
VTEB icon
103
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
$337K 0.12%
6,653
-152
-2% -$7.64K
TIP icon
104
iShares TIPS Bond ETF
TIP
$15B
$331K 0.12%
3,025
-1,031
-25% -$114K
PLD icon
105
Prologis
PLD
$131B
$330K 0.12%
2,432
+30
+1% +$4.25K
BIL icon
106
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$323K 0.12%
3,523
-2,177
-38% -$199K
ALAB icon
107
Astera Labs
ALAB
$53.8B
$322K 0.12%
667
– –
IWR icon
108
iShares Russell Mid-Cap ETF
IWR
$56.9B
$321K 0.12%
+2,906
New +$306K
TPC
109
Tutor Perini Cor
TPC
$4.64B
$318K 0.12%
3,834
– –
AMGN icon
110
Amgen
AMGN
$236B
$312K 0.11%
861
+601
+231% +$206K
VIG icon
111
Vanguard Dividend Appreciation ETF
VIG
$113B
$312K 0.11%
1,317
-389
-23% -$89.3K
PFF icon
112
iShares Preferred and Income Securities ETF
PFF
$13B
$311K 0.11%
10,202
+3
+0% +$93
HON icon
113
Honeywell
HON
$66.4B
$308K 0.11%
1,376
-1,160
-46% -$259K
HONA
114
Honeywell Aerospace
HONA
$51B
$304K 0.11%
+1,376
New +$304K
SNDK
115
Sandisk
SNDK
$255B
$298K 0.11%
131
+1
+0.8% +$1.43K
HEZU icon
116
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$593M
$296K 0.11%
5,905
– –
AU icon
117
AngloGold Ashanti
AU
$55.2B
$294K 0.11%
3,632
– –
PCAR icon
118
PACCAR
PCAR
$65.6B
$293K 0.11%
2,441
+2,377
+3,714% +$281K
IGV icon
119
iShares Expanded Tech-Software Sector ETF
IGV
$14.1B
$293K 0.11%
3,230
– –
VFH icon
120
Vanguard Financials ETF
VFH
$13.9B
$289K 0.11%
2,194
-740
-25% -$94.4K
FTNT icon
121
Fortinet
FTNT
$115B
$283K 0.1%
1,841
+121
+7% +$14K
XLI icon
122
State Street Industrial Select Sector SPDR ETF
XLI
$32.2B
$272K 0.1%
1,468
-174
-11% -$30.2K
PYPL icon
123
PayPal
PYPL
$47B
$272K 0.1%
6,294
-91
-1% -$4.14K
BLV icon
124
Vanguard Long-Term Bond ETF
BLV
$5.69B
$267K 0.1%
3,870
+169
+5% +$11.6K
RTX icon
125
RTX Corp
RTX
$271B
$266K 0.1%
1,402
+25
+2% +$4.58K
3 4
5
6 7

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Westfuller Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Westfuller Advisors held 813 positions worth $275M, up 19% from $232M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Westfuller Advisors deployed $18.9M of net new capital in Q2 2026, opening 61 new positions and adding to 257 existing holdings. Its largest new stake was Jabil: 942 shares worth $363K.

By sector, the portfolio is most concentrated in Miscellaneous at 61% of assets, down from 65% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was iShares 1-3 Year Treasury Bond ETF, an estimated $412K trimmed.

  • Westfuller Advisors's largest Q2 2026 buy was Jabil: 942 shares worth $363K.
  • Westfuller Advisors added most to State Street SPDR S&P 500 ETF Trust in Q2 2026, an estimated $9.49M increase.
  • Westfuller Advisors's biggest Q2 2026 reduction was iShares 1-3 Year Treasury Bond ETF, cutting an estimated $412K.
  • Westfuller Advisors fully exited iShares 0-3 Month Treasury Bond ETF in Q2 2026, selling an estimated $24.1M.
  • Westfuller Advisors's ten largest holdings make up 31% of its $275M portfolio in Q2 2026.
  • Westfuller Advisors opened 61 new positions and closed 54 in Q2 2026.
  • Westfuller Advisors's portfolio value rose 19% quarter-over-quarter to $275M.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.