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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
VZ icon
126
Verizon
VZ
$208B
$264K 0.1%
6,242
+3,182
+104% +$149K
ETHO icon
127
Amplify Etho Climate Leadership US ETF
ETHO
$194M
$263K 0.1%
3,264
+1,237
+61% +$91.9K
SYK icon
128
Stryker
SYK
$116B
$261K 0.09%
826
+27
+3% +$8.51K
ABT icon
129
Abbott
ABT
$187B
$257K 0.09%
2,833
+1,614
+132% +$147K
XHLF icon
130
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$2B
$253K 0.09%
+5,039
New +$253K
PAAS icon
131
Pan American Silver
PAAS
$21.3B
$253K 0.09%
5,653
– –
WELL icon
132
Welltower
WELL
$170B
$241K 0.09%
1,060
-11
-1% -$2.33K
SLYG icon
133
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5B
$237K 0.09%
+1,987
New +$215K
USRT icon
134
iShares Core US REIT ETF
USRT
$4.55B
$235K 0.09%
3,538
+20
+0.6% +$1.29K
GWW icon
135
W.W. Grainger
GWW
$62.4B
$235K 0.09%
172
-5
-3% -$6.16K
DE icon
136
Deere & Co
DE
$187B
$229K 0.08%
360
+250
+227% +$145K
VTEI icon
137
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.51B
$228K 0.08%
2,255
+17
+0.8% +$1.71K
HL icon
138
Hecla Mining
HL
$13.9B
$227K 0.08%
14,685
– –
CMI icon
139
Cummins
CMI
$77.2B
$224K 0.08%
315
-21
-6% -$13.8K
ISRG icon
140
Intuitive Surgical
ISRG
$130B
$222K 0.08%
559
-28
-5% -$12.2K
ECL icon
141
Ecolab
ECL
$78.3B
$218K 0.08%
780
-1
-0.1% -$263
GLW icon
142
Corning
GLW
$133B
$215K 0.08%
841
-2
-0.2% -$364
JMST icon
143
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.31B
$215K 0.08%
+4,207
New +$214K
NFLX icon
144
Netflix
NFLX
$326B
$211K 0.08%
2,950
-516
-15% -$45.4K
TT icon
145
Trane Technologies
TT
$98.5B
$210K 0.08%
427
-20
-4% -$9.35K
BBVA icon
146
Banco Bilbao Vizcaya Argentaria
BBVA
$163B
$209K 0.08%
8,320
– –
GRID
147
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.8B
$208K 0.08%
1,086
+3
+0.3% +$563
NEM icon
148
Newmont
NEM
$135B
$207K 0.08%
2,211
– –
BE icon
149
Bloom Energy
BE
$74.5B
$205K 0.07%
677
– –
AYI icon
150
Acuity Brands
AYI
$10B
$203K 0.07%
538
+321
+148% +$95.2K
4 5
6
7 8

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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.