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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
(+17%)
Cap. Flow
+$15.2M
Cap. Flow
% of AUM
8.68%
Top 10 Holdings %
Top 10 Hldgs %
46.87%
Holding
115
New
17
Increased
56
Reduced
23
Closed
1
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$7.26M |
| 2 |
Amazon
AMZN
|
+$4.58M |
| 3 |
AXS Change Finance ESG ETF
CHGX
|
+$3.15M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$1.49M |
| 5 |
Eli Lilly
LLY
|
+$990K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
CHGX
AXS Change Finance ESG ETF
CHGX
|
+$3.08M |
| 2 |
Vanguard ESG US Stock ETF
ESGV
|
+$2.37M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$2.18M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.2M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Vanguard FTSE Emerging Markets ETF
VWO
$119B
| $232K | 0.13% |
4,693
+14
| +0.3% | +$649 |
|
102
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.49B
| $216K | 0.12% |
2,187
+17
| +0.8% | +$1.66K |
|
103
Broadcom
AVGO
$1.76T
| $215K | 0.12% |
+781
| New | +$170K |
|
104
TJX Companies
TJX
$171B
| $215K | 0.12% |
1,742
-280
| -14% | -$35.5K |
|
105
Cisco
CSCO
$441B
| $214K | 0.12% |
3,087
-596
| -16% | -$36.6K |
|
106
Thermo Fisher Scientific
TMO
$198B
| $210K | 0.12% |
+517
| New | +$216K |
|
107
iShares Environmentally Aware Real Estate ETF
ERET
$14.3M
| $207K | 0.12% |
+7,794
| New | +$202K |
|
108
Analog Devices
ADI
$183B
| $207K | 0.12% |
+871
| New | +$181K |
|
109
Automatic Data Processing
ADP
$102B
| $207K | 0.12% |
667
-89
| -12% | -$27.3K |
|
110
Accenture
ACN
$87.9B
| $201K | 0.11% |
671
+22
| +3% | +$6.7K |
|
111
Hecla Mining
HL
$9.61B
| $87.9K | 0.05% |
14,678
+8
| +0.1% | +$44 |
|
112
Cemex
CX
$18.7B
| $76.3K | 0.04% |
11,013
+36
| +0.3% | +$228 |
|
|
SJT
113
San Juan Basin Royalty Trust
SJT
$126M
| $68.4K | 0.04% |
11,430
| – | – |
|
114
Nokia
NOK
$56.5B
| $58.2K | 0.03% |
11,236
+59
| +0.5% | +$304 |
|
|
CHGX
115
DELISTED
AXS Change Finance ESG ETF
CHGX
| – | – |
-83,583
| Closed | -$3.08M |
|
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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.