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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
+2.84%
1 Year Est. Return
+24.54%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$247M
AUM Growth
+$27.3M
Cap. Flow
+$22.1M
Cap. Flow %
8.93%
Top 10 Hldgs %
35.33%
Holding
827
New
67
Increased
273
Reduced
196
Closed
63

Top Buys

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$15.9M
2
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$3.24M
3
NVDA icon
NVIDIA
NVDA
+$1.8M
4
NYF icon
iShares New York Muni Bond ETF
NYF
+$1.78M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$953K

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$499K
2
IAUM icon
iShares Gold Trust Micro
IAUM
+$446K
3
LRCX icon
Lam Research
LRCX
+$417K
4
CHGX icon
AXS Change Finance ESG ETF
CHGX
+$318K
5
STZ icon
Constellation Brands
STZ
+$256K

Sector Composition

Rank Sector Weight
1 Technology 13.02%
2 Financials 5.92%
3 Communication Services 4.5%
4 Consumer Discretionary 4.25%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ELV icon
176
Elevance Health
ELV
$81.5B
$153K 0.06%
435
+12
+3% +$4.05K
LOW icon
177
Lowe's Companies
LOW
$117B
$152K 0.06%
629
+41
+7% +$9.84K
ORCL icon
178
Oracle
ORCL
$374B
$151K 0.06%
776
+50
+7% +$11.9K
AMT icon
179
American Tower
AMT
$80.8B
$150K 0.06%
849
-498
-37% -$90.6K
AON icon
180
Aon
AON
$76.5B
$143K 0.06%
405
-13
-3% -$4.54K
UL icon
181
Unilever
UL
$137B
$143K 0.06%
2,187
-1
-0% -$67
SNPS icon
182
Synopsys
SNPS
$74.4B
$143K 0.06%
304
-497
-62% -$221K
NEE icon
183
NextEra Energy
NEE
$181B
$142K 0.06%
1,765
-1,065
-38% -$88.2K
PEG icon
184
Public Service Enterprise Group
PEG
$38.2B
$142K 0.06%
1,762
-33
-2% -$2.69K
AMD icon
185
Advanced Micro Devices
AMD
$776B
$140K 0.06%
656
-171
-21% -$38.4K
KO icon
186
Coca-Cola
KO
$377B
$137K 0.06%
1,955
-788
-29% -$54.9K
EA icon
187
Electronic Arts
EA
$53B
$133K 0.05%
650
-17
-3% -$3.43K
SCHD icon
188
Schwab US Dividend Equity ETF
SCHD
$103B
$132K 0.05%
4,799
+48
+1% +$1.3K
YUM icon
189
Yum! Brands
YUM
$42.2B
$131K 0.05%
868
– –
HDB icon
190
HDFC Bank
HDB
$123B
$130K 0.05%
3,560
– –
IYF icon
191
iShares US Financials ETF
IYF
$4.67B
$130K 0.05%
1,009
+5
+0.5% +$626
EEM icon
192
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$130K 0.05%
2,375
+33
+1% +$1.79K
QCOM icon
193
Qualcomm
QCOM
$155B
$129K 0.05%
756
+33
+5% +$5.66K
JCI icon
194
Johnson Controls International
JCI
$88.8B
$129K 0.05%
1,071
+41
+4% +$4.71K
CIB icon
195
Grupo Cibest SA
CIB
$22B
$128K 0.05%
2,010
– –
CX icon
196
Cemex
CX
$17.1B
$127K 0.05%
11,013
– –
DLR icon
197
Digital Realty Trust
DLR
$69.7B
$126K 0.05%
810
+23
+3% +$3.78K
HDV
198
iShares Core High Dividend ETF
HDV
$14.5B
$126K 0.05%
5,180
+55
+1% +$1.34K
TTWO icon
199
Take-Two Interactive
TTWO
$45.4B
$124K 0.05%
486
+15
+3% +$3.74K
DUOL icon
200
Duolingo
DUOL
$6.28B
$123K 0.05%
700
– –
6 7
8
9 10

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3C
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PP
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REA
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HCM
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MP
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JWM
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AAM
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Westfuller Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Westfuller Advisors held 827 positions worth $247M, up 12% from $220M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Westfuller Advisors deployed $22.1M of net new capital in Q4 2025, opening 67 new positions and adding to 273 existing holdings. Its largest new stake was Vanguard 0-3 Month Treasury Bill ETF: 42,962 shares worth $3.24M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, down from 14% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Amazon, an estimated $499K trimmed.

  • Westfuller Advisors's largest Q4 2025 buy was Vanguard 0-3 Month Treasury Bill ETF: 42,962 shares worth $3.24M.
  • Westfuller Advisors added most to iShares 0-3 Month Treasury Bond ETF in Q4 2025, an estimated $15.9M increase.
  • Westfuller Advisors's biggest Q4 2025 reduction was Amazon, cutting an estimated $499K.
  • Westfuller Advisors fully exited Joby Aviation in Q4 2025, selling an estimated $106K.
  • Westfuller Advisors's ten largest holdings make up 35% of its $247M portfolio in Q4 2025.
  • Westfuller Advisors opened 67 new positions and closed 63 in Q4 2025.
  • Westfuller Advisors's portfolio value rose 12% quarter-over-quarter to $247M.

Based on Westfuller Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.