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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
AU icon
126
AngloGold Ashanti
AU
$39.7B
$260K 0.12%
+3,698
New +$207K
STZ icon
127
Constellation Brands
STZ
$22.2B
$259K 0.12%
+1,924
New +$306K
BLV icon
128
Vanguard Long-Term Bond ETF
BLV
$5.7B
$258K 0.12%
3,645
-1,360
-27% -$94.4K
ISRG icon
129
Intuitive Surgical
ISRG
$127B
$257K 0.12%
+575
New +$276K
VWO icon
130
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$256K 0.12%
4,717
+24
+0.5% +$1.24K
TPC
131
Tutor Perini Cor
TPC
$4.46B
$251K 0.11%
+3,834
New +$214K
TT icon
132
Trane Technologies
TT
$101B
$245K 0.11%
+580
New +$248K
CRWD icon
133
CrowdStrike
CRWD
$194B
$242K 0.11%
1,976
– –
RTX icon
134
RTX Corp
RTX
$290B
$238K 0.11%
+1,423
New +$221K
ROP icon
135
Roper Technologies
ROP
$38.8B
$234K 0.11%
+470
New +$251K
FTNT icon
136
Fortinet
FTNT
$118B
$233K 0.11%
2,772
– –
SO icon
137
Southern Company
SO
$109B
$227K 0.1%
+2,400
New +$224K
DUOL icon
138
Duolingo
DUOL
$6.26B
$225K 0.1%
700
– –
MDLZ icon
139
Mondelez International
MDLZ
$79.5B
$225K 0.1%
+3,571
New +$230K
ADI icon
140
Analog Devices
ADI
$180B
$221K 0.1%
901
+30
+3% +$7.21K
VTEI icon
141
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.48B
$221K 0.1%
2,203
+16
+0.7% +$1.58K
PAAS icon
142
Pan American Silver
PAAS
$18.2B
$219K 0.1%
+5,653
New +$182K
NEE icon
143
NextEra Energy
NEE
$183B
$214K 0.1%
+2,830
New +$207K
NVS icon
144
Novartis
NVS
$297B
$209K 0.09%
+1,628
New +$199K
ABBV icon
145
AbbVie
ABBV
$444B
$208K 0.09%
+898
New +$183K
XLY icon
146
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.7B
$205K 0.09%
+1,714
New +$196K
ORCL icon
147
Oracle
ORCL
$372B
$204K 0.09%
+726
New +$185K
BLK icon
148
Blackrock
BLK
$169B
$203K 0.09%
+174
New +$195K
IBM icon
149
IBM
IBM
$209B
$200K 0.09%
+710
New +$186K
SPGI icon
150
S&P Global
SPGI
$122B
$200K 0.09%
+411
New +$220K
4 5
6
7 8

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JWM
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AAM
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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.