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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
(+25%)
Cap. Flow
+$34.1M
Cap. Flow
% of AUM
15.49%
Top 10 Holdings %
Top 10 Hldgs %
30.77%
Holding
761
New
644
Increased
73
Reduced
25
Closed
1
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares US Treasury Bond ETF
GOVT
|
+$3.26M |
| 2 |
Apple
AAPL
|
+$2.2M |
| 3 |
Broadcom
AVGO
|
+$2.09M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.73M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$15.6M |
| 2 |
iShares ESG Aware US Aggregate Bond ETF
EAGG
|
+$3.81M |
| 3 |
Vanguard ESG US Stock ETF
ESGV
|
+$3.2M |
| 4 |
Vanguard ESG International Stock ETF
VSGX
|
+$2.76M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
176
Public Service Enterprise Group
PEG
$38.2B
| $150K | 0.07% |
+1,795
| New | +$151K |
|
177
Aon
AON
$76.5B
| $149K | 0.07% |
+418
| New | +$151K |
|
178
iShares Silver Trust
SLV
$28B
| $149K | 0.07% |
+3,510
| New | +$126K |
|
179
Lowe's Companies
LOW
$117B
| $148K | 0.07% |
+588
| New | +$144K |
|
180
Unilever
UL
$137B
| $146K | 0.07% |
+2,188
| New | +$151K |
|
181
Citigroup
C
$222B
| $144K | 0.07% |
+1,420
| New | +$135K |
|
182
ASML
ASML
$626B
| $143K | 0.06% |
+147
| New | +$116K |
|
183
iShares US Healthcare ETF
IYH
$3.37B
| $137K | 0.06% |
+2,337
| New | +$133K |
|
184
Elevance Health
ELV
$81.5B
| $137K | 0.06% |
+423
| New | +$132K |
|
185
Digital Realty Trust
DLR
$69.7B
| $136K | 0.06% |
+787
| New | +$135K |
|
186
Electronic Arts
EA
$53B
| $135K | 0.06% |
+667
| New | +$110K |
|
187
Advanced Micro Devices
AMD
$776B
| $134K | 0.06% |
+827
| New | +$133K |
|
188
Yum! Brands
YUM
$42.2B
| $132K | 0.06% |
+868
| New | +$128K |
|
189
Schwab US Dividend Equity ETF
SCHD
$103B
| $130K | 0.06% |
+4,751
| New | +$130K |
|
190
Cadence Design Systems
CDNS
$93.6B
| $129K | 0.06% |
+369
| New | +$127K |
|
191
Xcel Energy
XEL
$48.8B
| $129K | 0.06% |
+1,593
| New | +$115K |
|
192
Alaska Air
ALK
$5.29B
| $129K | 0.06% |
+2,592
| New | +$144K |
|
193
iShares US Financials ETF
IYF
$4.67B
| $127K | 0.06% |
+1,004
| New | +$124K |
|
|
HDV
194
iShares Core High Dividend ETF
HDV
$14.5B
| $126K | 0.06% |
+5,125
| New | +$124K |
|
195
iShares MSCI Emerging Markets ETF
EEM
$28.8B
| $125K | 0.06% |
+2,342
| New | +$118K |
|
196
Autodesk
ADSK
$49.5B
| $123K | 0.06% |
+387
| New | +$118K |
|
197
W.W. Grainger
GWW
$65.3B
| $122K | 0.06% |
+128
| New | +$129K |
|
198
Take-Two Interactive
TTWO
$45.4B
| $122K | 0.06% |
+471
| New | +$111K |
|
199
HDFC Bank
HDB
$123B
| $122K | 0.06% |
+3,560
| New | +$131K |
|
200
Xylem
XYL
$27.3B
| $121K | 0.05% |
+818
| New | +$113K |
|
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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.