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
+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
Cap. Flow
+$34.1M
Cap. Flow %
15.49%
Top 10 Hldgs %
30.77%
Holding
761
New
643
Increased
73
Reduced
25
Closed
1

Top Buys

Rank Stock Value
1
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$3.26M
2
AAPL icon
Apple
AAPL
+$2.2M
3
AVGO icon
Broadcom
AVGO
+$2.09M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.73M

Top Sells

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$15.6M
2
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$3.81M
3
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$3.2M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$2.76M
5
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$1.83M

Sector Composition

Rank Sector Weight
1 Miscellaneous 59.95%
2 Technology 14.11%
3 Financials 6.45%
4 Consumer Discretionary 4.95%
5 Communication Services 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PEG icon
176
Public Service Enterprise Group
PEG
$35.1B
$150K 0.07%
+1,795
New +$151K
AON icon
177
Aon
AON
$64.6B
$149K 0.07%
+418
New +$151K
SLV icon
178
iShares Silver Trust
SLV
$31B
$149K 0.07%
+3,510
New +$126K
LOW icon
179
Lowe's Companies
LOW
$109B
$148K 0.07%
+588
New +$144K
UL icon
180
Unilever
UL
$134B
$146K 0.07%
+2,188
New +$151K
C icon
181
Citigroup
C
$228B
$144K 0.07%
+1,420
New +$135K
ASML icon
182
ASML
ASML
$611B
$143K 0.06%
+147
New +$116K
IYH icon
183
iShares US Healthcare ETF
IYH
$3.64B
$137K 0.06%
+2,337
New +$133K
ELV icon
184
Elevance Health
ELV
$90.6B
$137K 0.06%
+423
New +$132K
DLR icon
185
Digital Realty Trust
DLR
$66.5B
$136K 0.06%
+787
New +$135K
EA
186
DELISTED
Electronic Arts
EA
$135K 0.06%
+667
New +$110K
AMD icon
187
Advanced Micro Devices
AMD
$823B
$134K 0.06%
+827
New +$133K
YUM icon
188
Yum! Brands
YUM
$38.4B
$132K 0.06%
+868
New +$128K
SCHD icon
189
Schwab US Dividend Equity ETF
SCHD
$112B
$130K 0.06%
+4,751
New +$130K
CDNS icon
190
Cadence Design Systems
CDNS
$75.4B
$129K 0.06%
+369
New +$127K
XEL icon
191
Xcel Energy
XEL
$45.3B
$129K 0.06%
+1,593
New +$115K
ALK icon
192
Alaska Air
ALK
$4.45B
$129K 0.06%
+2,592
New +$144K
IYF icon
193
iShares US Financials ETF
IYF
$4.35B
$127K 0.06%
+1,004
New +$124K
HDV
194
iShares Core High Dividend ETF
HDV
$15.5B
$126K 0.06%
+5,125
New +$124K
EEM icon
195
iShares MSCI Emerging Markets ETF
EEM
$30.6B
$125K 0.06%
+2,342
New +$118K
ADSK icon
196
Autodesk
ADSK
$47.3B
$123K 0.06%
+387
New +$118K
GWW icon
197
W.W. Grainger
GWW
$59.8B
$122K 0.06%
+128
New +$129K
TTWO icon
198
Take-Two Interactive
TTWO
$39.6B
$122K 0.06%
+471
New +$111K
HDB icon
199
HDFC Bank
HDB
$116B
$122K 0.06%
+3,560
New +$131K
XYL icon
200
Xylem
XYL
$25.1B
$121K 0.05%
+818
New +$113K
6 7
8
9 10

Similar funds

WFG
Wills Financial Group Richmond, Virginia $275M AUM 24.07% 1-Year Est. Return
ACA
American Capital Advisory Ketchum, Idaho $275M AUM 22.21% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return
SL
SOF Ltd George Town, Cayman Islands $274M AUM 18.22% 1-Year Est. Return
CP
CPV Partners Stamford, Connecticut $274M AUM 43.74% 1-Year Est. Return
KCM
Kerusso Capital Management Winston Salem, North Carolina $274M AUM 28.8% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return

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 643 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 Miscellaneous at 60% of assets, down from 79% a quarter earlier, followed by Technology and Financials.

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 643 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.