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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
EFA icon
126
iShares MSCI EAFE ETF
EFA
$78.1B
$263K 0.11%
2,740
+1,081
+65% +$103K
VWO icon
127
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$258K 0.1%
4,808
+91
+2% +$4.94K
RTX icon
128
RTX Corp
RTX
$290B
$258K 0.1%
1,406
-17
-1% -$2.95K
BLV icon
129
Vanguard Long-Term Bond ETF
BLV
$5.7B
$257K 0.1%
3,701
+56
+2% +$3.96K
TPC
130
Tutor Perini Cor
TPC
$4.46B
$257K 0.1%
3,834
– –
SPEM icon
131
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.2B
$254K 0.1%
5,417
+2,128
+65% +$100K
ADI icon
132
Analog Devices
ADI
$180B
$245K 0.1%
903
+2
+0.2% +$502
AVAV icon
133
AeroVironment
AVAV
$7.56B
$242K 0.1%
1,000
– –
CRWD icon
134
CrowdStrike
CRWD
$194B
$241K 0.1%
2,056
+80
+4% +$10.2K
CRM icon
135
Salesforce
CRM
$150B
$239K 0.1%
900
-261
-22% -$64.9K
ABT icon
136
Abbott
ABT
$183B
$231K 0.09%
1,848
-807
-30% -$103K
FTNT icon
137
Fortinet
FTNT
$118B
$228K 0.09%
2,877
+105
+4% +$8.71K
SLV icon
138
iShares Silver Trust
SLV
$28B
$226K 0.09%
3,510
– –
IONQ icon
139
IonQ
IONQ
$13.6B
$225K 0.09%
5,009
+4,892
+4,181% +$274K
VTEI icon
140
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.48B
$224K 0.09%
2,226
+23
+1% +$2.32K
NVS icon
141
Novartis
NVS
$297B
$224K 0.09%
1,628
– –
NEM icon
142
Newmont
NEM
$99.1B
$221K 0.09%
2,211
– –
IBM icon
143
IBM
IBM
$209B
$219K 0.09%
738
+28
+4% +$8.39K
SPGI icon
144
S&P Global
SPGI
$122B
$207K 0.08%
395
-16
-4% -$7.92K
XLY icon
145
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.7B
$205K 0.08%
1,717
+3
+0.2% +$356
USRT icon
146
iShares Core US REIT ETF
USRT
$4.63B
$200K 0.08%
+3,506
New +$203K
BBVA icon
147
Banco Bilbao Vizcaya Argentaria
BBVA
$154B
$199K 0.08%
8,535
– –
WELL icon
148
Welltower
WELL
$170B
$195K 0.08%
1,052
-12
-1% -$2.24K
AZN icon
149
AstraZeneca
AZN
$264B
$192K 0.08%
1,042
-21
-2% -$3.68K
EMR icon
150
Emerson Electric
EMR
$84.2B
$189K 0.08%
1,421
+161
+13% +$21.4K
4 5
6
7 8

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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.