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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
NOK icon
176
Nokia
NOK
$56.2B
$150K 0.05%
11,314
– –
CAH icon
177
Cardinal Health
CAH
$57.5B
$150K 0.05%
632
-328
-34% -$68.2K
ORCL icon
178
Oracle
ORCL
$457B
$149K 0.05%
1,020
+288
+39% +$52.2K
VHT icon
179
Vanguard Health Care ETF
VHT
$19.3B
$148K 0.05%
496
-318
-39% -$88.4K
INSW icon
180
International Seaways
INSW
$5.18B
$147K 0.05%
1,919
– –
XLK icon
181
State Street Technology Select Sector SPDR ETF
XLK
$122B
$147K 0.05%
769
– –
EQIX icon
182
Equinix
EQIX
$102B
$146K 0.05%
140
-4
-3% -$4.28K
AVY icon
183
Avery Dennison
AVY
$13.3B
$144K 0.05%
+889
New +$145K
HDV
184
iShares Core High Dividend ETF
HDV
$15.4B
$144K 0.05%
5,248
+33
+0.6% +$898
YUM icon
185
Yum! Brands
YUM
$41.1B
$139K 0.05%
868
– –
C icon
186
Citigroup
C
$231B
$138K 0.05%
989
-424
-30% -$55.2K
IONQ icon
187
IonQ
IONQ
$16B
$138K 0.05%
2,587
– –
ACN icon
188
Accenture
ACN
$114B
$136K 0.05%
1,092
+127
+13% +$22K
AMT icon
189
American Tower
AMT
$81.9B
$135K 0.05%
815
-4
-0.5% -$720
DIA icon
190
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$134K 0.05%
255
+1
+0.4% +$499
USHY icon
191
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.4B
$133K 0.05%
3,589
+61
+2% +$2.26K
CASY icon
192
Casey's General Stores
CASY
$28B
$133K 0.05%
167
– –
SO icon
193
Southern Company
SO
$101B
$133K 0.05%
1,386
+4
+0.3% +$377
CX icon
194
Cemex
CX
$15.9B
$132K 0.05%
11,013
– –
IYF icon
195
iShares US Financials ETF
IYF
$4.37B
$130K 0.05%
1,017
+3
+0.3% +$372
URI icon
196
United Rentals
URI
$62.9B
$129K 0.05%
114
– –
LOW icon
197
Lowe's Companies
LOW
$115B
$127K 0.05%
576
-60
-9% -$13.6K
ADI icon
198
Analog Devices
ADI
$176B
$127K 0.05%
319
+170
+114% +$67.3K
TTWO icon
199
Take-Two Interactive
TTWO
$40.1B
$126K 0.05%
506
+42
+9% +$9.27K
IDXX icon
200
Idexx Laboratories
IDXX
$42.2B
$126K 0.05%
239
+60
+34% +$33.7K
6 7
8
9 10

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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.