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
+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
DIA icon
201
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$122K 0.05%
253
+1
+0.4% +$473
ALK icon
202
Alaska Air
ALK
$5.29B
$121K 0.05%
2,409
-183
-7% -$8.46K
DNOW icon
203
DNOW Inc
DNOW
$2.58B
$121K 0.05%
+9,126
New +$128K
SO icon
204
Southern Company
SO
$109B
$121K 0.05%
1,382
-1,018
-42% -$92.9K
QBTS icon
205
D-Wave Quantum Inc. Common Stock
QBTS
$6.7B
$119K 0.05%
+4,561
New +$133K
CDNS icon
206
Cadence Design Systems
CDNS
$93.6B
$118K 0.05%
377
+8
+2% +$2.61K
XEL icon
207
Xcel Energy
XEL
$48.8B
$117K 0.05%
1,574
-19
-1% -$1.5K
EXPD icon
208
Expeditors International
EXPD
$22B
$115K 0.05%
775
– –
XLK icon
209
State Street Technology Select Sector SPDR ETF
XLK
$115B
$111K 0.04%
769
+1
+0.1% +$144
R icon
210
Ryder
R
$9.83B
$110K 0.04%
576
-26
-4% -$4.67K
CL icon
211
Colgate-Palmolive
CL
$73.1B
$108K 0.04%
1,367
+91
+7% +$7.13K
FIVE icon
212
Five Below
FIVE
$12B
$108K 0.04%
+572
New +$93K
PNR icon
213
Pentair
PNR
$10.4B
$108K 0.04%
1,034
+29
+3% +$3.1K
ADSK icon
214
Autodesk
ADSK
$49.5B
$107K 0.04%
362
-25
-6% -$7.56K
UNM icon
215
Unum
UNM
$13.6B
$107K 0.04%
1,375
-52
-4% -$3.98K
BE icon
216
Bloom Energy
BE
$60.6B
$106K 0.04%
+1,224
New +$129K
RRC icon
217
Range Resources
RRC
$9.38B
$105K 0.04%
2,975
-14
-0.5% -$521
BG icon
218
Bunge Global
BG
$20.4B
$103K 0.04%
1,155
– –
IYC icon
219
iShares US Consumer Discretionary ETF
IYC
$1.17B
$102K 0.04%
992
+1
+0.1% +$103
XYL icon
220
Xylem
XYL
$27.3B
$102K 0.04%
745
-73
-9% -$10.5K
TRU icon
221
TransUnion
TRU
$15.1B
$101K 0.04%
1,175
– –
VMC icon
222
Vulcan Materials
VMC
$34.8B
$99.2K 0.04%
348
-212
-38% -$62.2K
UBER icon
223
Uber
UBER
$143B
$98.7K 0.04%
1,208
-12
-1% -$1.08K
KR icon
224
Kroger
KR
$35.4B
$97K 0.04%
1,552
– –
VO icon
225
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$95.2K 0.04%
1,312
+8
+0.6% +$582
7 8
9
10 11

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 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.