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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
PYPL icon
101
PayPal
PYPL
$48.6B
$372K 0.15%
6,374
-898
-12% -$58.3K
ADP icon
102
Automatic Data Processing
ADP
$105B
$355K 0.14%
1,371
-40
-3% -$10.6K
ZS icon
103
Zscaler
ZS
$23.8B
$352K 0.14%
1,564
– –
NSC icon
104
Norfolk Southern
NSC
$75.2B
$348K 0.14%
1,205
+5
+0.4% +$1.45K
NFLX icon
105
Netflix
NFLX
$298B
$347K 0.14%
3,700
-20
-0.5% -$2.16K
VTEB icon
106
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
$340K 0.14%
6,767
+76
+1% +$3.82K
XLI icon
107
State Street Industrial Select Sector SPDR ETF
XLI
$32.7B
$339K 0.14%
2,188
-17
-0.8% -$2.62K
ABBV icon
108
AbbVie
ABBV
$446B
$338K 0.14%
1,477
+579
+64% +$132K
ISRG icon
109
Intuitive Surgical
ISRG
$125B
$335K 0.14%
591
+16
+3% +$8.52K
HEZU icon
110
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$572M
$334K 0.14%
7,631
+72
+1% +$3.11K
PFF icon
111
iShares Preferred and Income Securities ETF
PFF
$13.2B
$327K 0.13%
10,575
-1,529
-13% -$47.6K
AMAT icon
112
Applied Materials
AMAT
$409B
$324K 0.13%
1,261
-21
-2% -$5.04K
MRK icon
113
Merck
MRK
$321B
$320K 0.13%
3,007
-1,015
-25% -$95.3K
AU icon
114
AngloGold Ashanti
AU
$38.5B
$315K 0.13%
3,698
– –
PLD icon
115
Prologis
PLD
$134B
$307K 0.12%
2,402
+32
+1% +$3.99K
ACN icon
116
Accenture
ACN
$99.5B
$300K 0.12%
1,118
-568
-34% -$144K
PAAS icon
117
Pan American Silver
PAAS
$18.3B
$293K 0.12%
5,653
– –
HL icon
118
Hecla Mining
HL
$9.58B
$282K 0.11%
14,685
– –
DHR icon
119
Danaher
DHR
$136B
$281K 0.11%
1,224
-241
-16% -$53K
VHT icon
120
Vanguard Health Care ETF
VHT
$18B
$277K 0.11%
962
-72
-7% -$20.1K
IEI icon
121
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$276K 0.11%
2,310
+28
+1% +$3.35K
VGT icon
122
Vanguard Information Technology ETF
VGT
$138B
$275K 0.11%
2,912
-112
-4% -$10.6K
ETN icon
123
Eaton
ETN
$157B
$269K 0.11%
845
-2
-0.2% -$709
SYK icon
124
Stryker
SYK
$123B
$264K 0.11%
750
-10
-1% -$3.64K
MELI icon
125
Mercado Libre
MELI
$94.1B
$263K 0.11%
131
– –
3 4
5
6 7

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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.