We are live on ! Find out more
WA

Westfuller Advisors Portfolio holdings

AUM $275M
1-Year Est. Return 24.54%
This Fund
S&P 500
This Quarter Est. Return
-1.54%
1 Year Est. Return
+24.54%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$232M
AUM Growth
-$15.6M
Cap. Flow
-$9.63M
Cap. Flow %
-4.16%
Top 10 Hldgs %
36.43%
Holding
799
New
34
Increased
235
Reduced
309
Closed
50

Top Buys

Rank Stock Value
1
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.32M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.33M
3
IBM icon
IBM
IBM
+$1.07M
4
ERET icon
iShares Environmentally Aware Real Estate ETF
ERET
+$810K
5
IAUM icon
iShares Gold Trust Micro
IAUM
+$651K

Top Sells

Rank Stock Value
1
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$2.63M
2
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$1.88M
3
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$1.54M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.41M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.16M

Sector Composition

Rank Sector Weight
1 Technology 12.51%
2 Financials 5.49%
3 Communication Services 4.25%
4 Consumer Discretionary 3.86%
5 Healthcare 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PEG icon
151
Public Service Enterprise Group
PEG
$38.5B
$153K 0.07%
1,891
+129
+7% +$10.6K
WDC icon
152
Western Digital
WDC
$189B
$153K 0.07%
566
+315
+125% +$82.2K
LYB icon
153
LyondellBasell Industries
LYB
$20.1B
$152K 0.07%
1,891
+19
+1% +$1.13K
LOW icon
154
Lowe's Companies
LOW
$117B
$150K 0.06%
636
+7
+1% +$1.83K
CIB icon
155
Grupo Cibest SA
CIB
$22.1B
$149K 0.06%
2,010
– –
SCHD icon
156
Schwab US Dividend Equity ETF
SCHD
$102B
$148K 0.06%
4,839
+40
+0.8% +$1.21K
BG icon
157
Bunge Global
BG
$20.2B
$147K 0.06%
1,155
– –
TSLA icon
158
Tesla
TSLA
$1.22T
$146K 0.06%
393
-2
-0.5% -$824
ADP icon
159
Automatic Data Processing
ADP
$105B
$143K 0.06%
699
-672
-49% -$154K
PBR icon
160
Petrobras
PBR
$123B
$143K 0.06%
6,895
+7
+0.1% +$112
HDV
161
iShares Core High Dividend ETF
HDV
$14.4B
$141K 0.06%
5,215
+35
+0.7% +$932
AMT icon
162
American Tower
AMT
$80B
$141K 0.06%
819
-30
-4% -$5.4K
JCI icon
163
Johnson Controls International
JCI
$88B
$141K 0.06%
1,075
+4
+0.4% +$517
EQIX icon
164
Equinix
EQIX
$102B
$141K 0.06%
144
+110
+324% +$97.8K
FTNT icon
165
Fortinet
FTNT
$114B
$141K 0.06%
1,720
-1,157
-40% -$93.4K
INSW icon
166
International Seaways
INSW
$4.79B
$140K 0.06%
1,919
– –
GEV icon
167
GE Vernova
GEV
$266B
$137K 0.06%
157
+105
+202% +$81.9K
CRM icon
168
Salesforce
CRM
$149B
$136K 0.06%
729
-171
-19% -$35.4K
EA icon
169
Electronic Arts
EA
$53B
$136K 0.06%
666
+16
+2% +$3.23K
YUM icon
170
Yum! Brands
YUM
$42.4B
$135K 0.06%
868
– –
EEM icon
171
iShares MSCI Emerging Markets ETF
EEM
$28.9B
$135K 0.06%
2,375
– –
RRC icon
172
Range Resources
RRC
$9.28B
$134K 0.06%
2,975
– –
GILD icon
173
Gilead Sciences
GILD
$161B
$134K 0.06%
963
-477
-33% -$66.8K
ETHO icon
174
Amplify Etho Climate Leadership US ETF
ETHO
$187M
$134K 0.06%
+2,027
New +$138K
SO icon
175
Southern Company
SO
$109B
$133K 0.06%
1,382
– –
5 6
7
8 9

Similar funds

ACM
Allred Capital Management Dallas, Texas $275M AUM 18.19% 1-Year Est. Return
3C
325 Capital New York $274M AUM 49.96% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 1-Year Est. Return
REA
Renesas Electronics America San Jose, California $275M AUM
HCM
Highview Capital Management Buffalo Grove, Illinois $275M AUM 30.09% 1-Year Est. Return
MP
Maestria Partners Atlanta, Georgia $274M AUM 13.12% 1-Year Est. Return
JWM
Jessup Wealth Management Dayton, Ohio $274M AUM 29.44% 1-Year Est. Return
AAM
Arohi Asset Management Singapore $275M AUM 20.81% 1-Year Est. Return

Westfuller Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Westfuller Advisors held 799 positions worth $232M, down 6.3% from $247M the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Westfuller Advisors withdrew a net $9.63M in Q1 2026, closing 50 positions and reducing 309 holdings. Its most notable exit was iShares 0-1 Year Treasury Bond ETF, an estimated $964K position sold in full.

By sector, the portfolio is most concentrated in Technology at 13% of assets, down from 13% a quarter earlier, followed by Financials and Communication Services.

Against the trend, Westfuller Advisors opened a new position in Amplify Etho Climate Leadership US ETF worth $134K.

  • Westfuller Advisors's largest Q1 2026 buy was Amplify Etho Climate Leadership US ETF: 2,027 shares worth $134K.
  • Westfuller Advisors added most to iShares US Treasury Bond ETF in Q1 2026, an estimated $2.32M increase.
  • Westfuller Advisors's biggest Q1 2026 reduction was Vanguard ESG US Stock ETF, cutting an estimated $2.63M.
  • Westfuller Advisors fully exited iShares 0-1 Year Treasury Bond ETF in Q1 2026, selling an estimated $964K.
  • Westfuller Advisors's ten largest holdings make up 36% of its $232M portfolio in Q1 2026.
  • Westfuller Advisors opened 34 new positions and closed 50 in Q1 2026.
  • Westfuller Advisors's portfolio value fell 6.3% quarter-over-quarter to $232M.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.