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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
644
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 Technology 14.11%
2 Financials 6.45%
3 Consumer Discretionary 4.95%
4 Communication Services 4.57%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BGRN icon
101
iShares USD Green Bond ETF
BGRN
$496M
$391K 0.18%
8,117
+16
+0.2% +$764
PFF icon
102
iShares Preferred and Income Securities ETF
PFF
$13.3B
$383K 0.17%
12,104
-355
-3% -$11.2K
IEF icon
103
iShares 7-10 Year Treasury Bond ETF
IEF
$47B
$382K 0.17%
3,959
– –
EFG icon
104
iShares MSCI EAFE Growth ETF
EFG
$16.6B
$375K 0.17%
3,292
– –
NSC icon
105
Norfolk Southern
NSC
$75.4B
$360K 0.16%
1,200
+137
+13% +$38.1K
ABT icon
106
Abbott
ABT
$183B
$356K 0.16%
+2,655
New +$349K
TJX icon
107
TJX Companies
TJX
$174B
$346K 0.16%
2,395
+653
+37% +$86.8K
MRK icon
108
Merck
MRK
$322B
$341K 0.15%
+4,022
New +$331K
XLI icon
109
State Street Industrial Select Sector SPDR ETF
XLI
$32.9B
$340K 0.15%
2,205
+9
+0.4% +$1.36K
VTEB icon
110
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
$335K 0.15%
6,691
-546
-8% -$26.8K
HEZU icon
111
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$573M
$319K 0.14%
7,559
+158
+2% +$6.47K
ETN icon
112
Eaton
ETN
$162B
$317K 0.14%
+847
New +$308K
ADBE icon
113
Adobe
ADBE
$99.4B
$316K 0.14%
+897
New +$322K
AVAV icon
114
AeroVironment
AVAV
$7.56B
$315K 0.14%
1,000
– –
NKE icon
115
Nike
NKE
$62.2B
$313K 0.14%
+4,457
New +$332K
MELI icon
116
Mercado Libre
MELI
$95.2B
$306K 0.14%
131
– –
DHR icon
117
Danaher
DHR
$138B
$291K 0.13%
+1,465
New +$292K
VGT icon
118
Vanguard Information Technology ETF
VGT
$139B
$282K 0.13%
3,024
– –
SYK icon
119
Stryker
SYK
$125B
$282K 0.13%
+760
New +$294K
CRM icon
120
Salesforce
CRM
$150B
$276K 0.13%
1,161
+259
+29% +$65.3K
IEI icon
121
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$273K 0.12%
2,282
+20
+0.9% +$2.38K
PLD icon
122
Prologis
PLD
$135B
$271K 0.12%
+2,370
New +$261K
VHT icon
123
Vanguard Health Care ETF
VHT
$18.2B
$268K 0.12%
1,034
-12
-1% -$3.01K
AMAT icon
124
Applied Materials
AMAT
$410B
$262K 0.12%
+1,282
New +$233K
AMT icon
125
American Tower
AMT
$80.7B
$261K 0.12%
+1,347
New +$281K
3 4
5
6 7

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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 644 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 Technology at 14% of assets, up from 7.8% a quarter earlier, followed by Financials and Consumer Discretionary.

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 644 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.