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
644
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 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
SGOV icon
1
iShares 0-3 Month Treasury Bond ETF
SGOV
$99.4B
$9.29M 4.22%
92,256
-154,696
-63% -$15.6M
VOO icon
2
Vanguard S&P 500 ETF
VOO
$973B
$8.43M 3.84%
13,735
-913
-6% -$538K
AAPL icon
3
Apple
AAPL
$4.44T
$7.83M 3.56%
30,745
+9,760
+47% +$2.2M
NUBD icon
4
Nuveen ESG US Aggregate Bond ETF
NUBD
$463M
$6.98M 3.17%
310,870
+2,954
+1% +$65.7K
AMZN icon
5
Amazon
AMZN
$2.92T
$6.88M 3.13%
31,334
+3,256
+12% +$737K
GOVT icon
6
iShares US Treasury Bond ETF
GOVT
$43.6B
$6.13M 2.79%
265,313
+142,341
+116% +$3.26M
VSGX icon
7
Vanguard ESG International Stock ETF
VSGX
$6.51B
$6M 2.73%
86,464
-41,088
-32% -$2.76M
NVDA icon
8
NVIDIA
NVDA
$4.8T
$5.96M 2.71%
31,955
+8,073
+34% +$1.41M
ESGV icon
9
Vanguard ESG US Stock ETF
ESGV
$13.1B
$5.67M 2.58%
47,850
-28,088
-37% -$3.2M
IEFA icon
10
iShares Core MSCI EAFE ETF
IEFA
$190B
$4.5M 2.05%
51,536
+20,319
+65% +$1.73M
GLD icon
11
SPDR Gold Trust
GLD
$131B
$3.87M 1.76%
10,895
+990
+10% +$315K
EAGG icon
12
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.96B
$3.86M 1.75%
80,349
-80,232
-50% -$3.81M
CMF icon
13
iShares California Muni Bond ETF
CMF
$4.54B
$3.7M 1.68%
64,798
+335
+0.5% +$18.7K
MSFT icon
14
Microsoft
MSFT
$3.36T
$3.57M 1.62%
6,896
+2,965
+75% +$1.51M
WOMN icon
15
Impact Shares Womens Empowerment ETF Trading
WOMN
$56.6M
$3.52M 1.6%
86,567
+210
+0.2% +$8.4K
CHGX icon
16
AXS Change Finance ESG ETF
CHGX
$170M
$3.29M 1.5%
120,660
-9,369
-7% -$249K
QQQ icon
17
Invesco QQQ Trust
QQQ
$451B
$3.27M 1.49%
5,440
+158
+3% +$90.5K
BSV icon
18
Vanguard Short-Term Bond ETF
BSV
$44.6B
$3.27M 1.49%
41,424
+2,489
+6% +$196K
BIV icon
19
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$3.17M 1.44%
40,611
-1,186
-3% -$91.8K
BRK.B icon
20
Berkshire Hathaway Class B
BRK.B
$1.1T
$3.1M 1.41%
6,175
+3,242
+111% +$1.57M
GOOG icon
21
Alphabet (Google) Class C
GOOG
$4.32T
$2.74M 1.25%
11,252
+6,239
+124% +$1.31M
AGG icon
22
iShares Core US Aggregate Bond ETF
AGG
$137B
$2.72M 1.24%
27,131
+20,129
+287% +$2M
JSTC icon
23
Adasina Social Justice All Cap Global ETF
JSTC
$299M
$2.7M 1.23%
132,824
+71,115
+115% +$1.42M
AVGO icon
24
Broadcom
AVGO
$1.85T
$2.51M 1.14%
7,606
+6,825
+874% +$2.09M
GOOGL icon
25
Alphabet (Google) Class A
GOOGL
$4.32T
$2.49M 1.13%
10,238
+3,824
+60% +$801K
1
2 3 4 5

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 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.