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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
SGOV icon
1
iShares 0-3 Month Treasury Bond ETF
SGOV
$99.4B
$25.2M 10.18%
250,651
+158,395
+172% +$15.9M
VOO icon
2
Vanguard S&P 500 ETF
VOO
$972B
$8.73M 3.53%
13,920
+185
+1% +$115K
AAPL icon
3
Apple
AAPL
$4.9T
$8.31M 3.36%
30,560
-185
-0.6% -$49.7K
NVDA icon
4
NVIDIA
NVDA
$4.72T
$7.76M 3.14%
41,615
+9,660
+30% +$1.8M
NUBD icon
5
Nuveen ESG US Aggregate Bond ETF
NUBD
$464M
$7.04M 2.85%
315,007
+4,137
+1% +$93K
AMZN icon
6
Amazon
AMZN
$2.53T
$6.73M 2.72%
29,152
-2,182
-7% -$499K
GOVT icon
7
iShares US Treasury Bond ETF
GOVT
$43.7B
$6.37M 2.58%
276,831
+11,518
+4% +$267K
VSGX icon
8
Vanguard ESG International Stock ETF
VSGX
$6.53B
$5.96M 2.41%
83,250
-3,214
-4% -$227K
ESGV icon
9
Vanguard ESG US Stock ETF
ESGV
$13.1B
$5.81M 2.35%
48,023
+173
+0.4% +$20.8K
IEFA icon
10
iShares Core MSCI EAFE ETF
IEFA
$192B
$5.49M 2.22%
61,334
+9,798
+19% +$866K
GLD icon
11
SPDR Gold Trust
GLD
$133B
$4.07M 1.65%
10,269
-626
-6% -$239K
EAGG icon
12
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.97B
$3.87M 1.57%
80,914
+565
+0.7% +$27.2K
CMF icon
13
iShares California Muni Bond ETF
CMF
$4.55B
$3.76M 1.52%
65,421
+623
+1% +$35.8K
AGG icon
14
iShares Core US Aggregate Bond ETF
AGG
$138B
$3.66M 1.48%
36,632
+9,501
+35% +$953K
WOMN icon
15
Impact Shares Womens Empowerment ETF Trading
WOMN
$56.8M
$3.6M 1.45%
86,602
+35
+0% +$1.43K
QQQ icon
16
Invesco QQQ Trust
QQQ
$450B
$3.49M 1.41%
5,685
+245
+5% +$150K
GOOG icon
17
Alphabet (Google) Class C
GOOG
$4.08T
$3.48M 1.41%
11,094
-158
-1% -$45.3K
MSFT icon
18
Microsoft
MSFT
$3.35T
$3.25M 1.31%
6,716
-180
-3% -$90.2K
VBIL
19
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$9.39B
$3.24M 1.31%
+42,962
New +$3.24M
GOOGL icon
20
Alphabet (Google) Class A
GOOGL
$4.08T
$3.21M 1.3%
10,245
+7
+0.1% +$2K
BSV icon
21
Vanguard Short-Term Bond ETF
BSV
$44.7B
$3.13M 1.27%
39,705
-1,719
-4% -$136K
BRK.B icon
22
Berkshire Hathaway Class B
BRK.B
$1.1T
$3.04M 1.23%
6,050
-125
-2% -$62.2K
CHGX icon
23
AXS Change Finance ESG ETF
CHGX
$171M
$2.96M 1.2%
109,052
-11,608
-10% -$318K
BIV icon
24
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$2.91M 1.18%
37,392
-3,219
-8% -$252K
IVV icon
25
iShares Core S&P 500 ETF
IVV
$872B
$2.89M 1.17%
4,222
+598
+17% +$406K
1
2 3 4 5

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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.