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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
CRWD icon
151
CrowdStrike
CRWD
$218B
$199K 0.07%
1,040
+72
+7% +$10.2K
VGT icon
152
Vanguard Information Technology ETF
VGT
$149B
$196K 0.07%
1,638
-1,242
-43% -$136K
T icon
153
AT&T
T
$176B
$194K 0.07%
9,362
-97
-1% -$2.41K
XYL icon
154
Xylem
XYL
$24.7B
$192K 0.07%
1,623
+901
+125% +$104K
SLV icon
155
iShares Silver Trust
SLV
$32.2B
$188K 0.07%
3,510
– –
EEM icon
156
iShares MSCI Emerging Markets ETF
EEM
$31.9B
$187K 0.07%
2,727
+352
+15% +$23K
TJX icon
157
TJX Companies
TJX
$145B
$180K 0.07%
1,187
+44
+4% +$6.96K
NI icon
158
NiSource
NI
$19.8B
$179K 0.07%
3,764
-7
-0.2% -$331
NOW icon
159
ServiceNow
NOW
$146B
$171K 0.06%
1,725
-24
-1% -$2.38K
KLAC icon
160
KLA
KLAC
$242B
$170K 0.06%
563
+313
+125% +$62.1K
LQD icon
161
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.5B
$169K 0.06%
1,553
-77
-5% -$8.39K
CVX icon
162
Chevron
CVX
$409B
$168K 0.06%
1,014
+246
+32% +$45.8K
PRU icon
163
Prudential Financial
PRU
$42.1B
$166K 0.06%
1,538
-67
-4% -$6.81K
AVAV icon
164
AeroVironment
AVAV
$7.35B
$165K 0.06%
1,000
– –
JHG
165
DELISTED
Janus Henderson
JHG
$165K 0.06%
3,169
-121
-4% -$6.26K
LIN icon
166
Linde
LIN
$220B
$164K 0.06%
316
+303
+2,331% +$153K
CAT icon
167
Caterpillar
CAT
$374B
$163K 0.06%
153
+145
+1,813% +$127K
CIB icon
168
Grupo Cibest SA
CIB
$23.8B
$162K 0.06%
2,010
– –
WDC icon
169
Western Digital
WDC
$169B
$160K 0.06%
251
-315
-56% -$153K
JCI icon
170
Johnson Controls International
JCI
$87.8B
$158K 0.06%
1,077
+2
+0.2% +$282
INTU icon
171
Intuit
INTU
$91B
$156K 0.06%
599
+18
+3% +$6.27K
NEE icon
172
NextEra Energy
NEE
$174B
$156K 0.06%
1,772
+6
+0.3% +$543
BEPC icon
173
Brookfield Renewable
BEPC
$5.89B
$155K 0.06%
4,188
-465
-10% -$18K
SCHD icon
174
Schwab US Dividend Equity ETF
SCHD
$112B
$155K 0.06%
4,877
+38
+0.8% +$1.21K
R icon
175
Ryder
R
$9.53B
$154K 0.06%
585
-10
-2% -$2.44K
5 6
7
8 9

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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.