Westfuller Advisors, LLC
CIK 2024115 · View on SEC EDGAR ↗
- Portfolio value
- $219.9M
- Positions
- 760
- As of
- Sept. 30, 2025 Data as of Q3 2025
#6,132 of 9,443 by 13F value · top 64.9%
Portfolio value QoQ: +25.3% 13F does not disclose cash
- Top 10 holdings weight
- 30.78%
- Top 25 holdings weight
- 52.52%
- Positions above 1%
- 28
- Effective number of positions
- 66.4
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q3 2025: 15.11% Est. buys $65,627,030 · sells $29,856,632
Median holding: 1.0 quarters Tracked Q4 2024–Q3 2025 · 99.6% still held
- New positions
- 647
- Increased
- 73
- Decreased
- 25
- Closed
- 1
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
13.3%
Retail
4.5%
Communication Services
4.5%
Health Care
3.3%
Financial Services
3.2%
Industrials
3.1%
Financials
1.8%
Consumer Discretionary
0.9%
Consumer Staples
0.9%
Materials
0.8%
Utilities
0.7%
Real Estate
0.5%
Communications
0.3%
Energy
0.3%
Diversified Consumer Services
0.1%
Consumer products
0.1%
Logistics & Transportation
0.1%
Telecommunication
0.1%
N/A
0.0%
Packaging
0.0%
Other/Unmapped
61.4%
Full portfolio 760 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SGOV iShares 0-3 Month Treasury Bond ETF | $9,290,192 | 4.23% | 92,256 | $-15,575,398 | Down ×1 | ||
| VOO | $8,434,997 | 3.84% | 13,735 | $89,112 | Down ×2 | ||
| AAPL Apple Inc. - Common Stock | $7,828,527 | 3.56% | 30,745 | $3,523,076 | Up ×3 | ||
| NUBD | $6,980,581 | 3.18% | 310,870 | $126,379 | Up ×3 | ||
| AMZN Amazon.com, Inc. - Common Stock | $6,880,002 | 3.13% | 31,334 | $719,957 | Up ×3 | ||
| GOVT | $6,134,038 | 2.79% | 265,313 | $3,308,132 | Up ×3 | ||
| VSGX | $5,998,017 | 2.73% | 86,464 | $-2,356,619 | Down ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $5,962,499 | 2.71% | 31,955 | $2,189,074 | Up ×1 | ||
| ESGV | $5,667,362 | 2.58% | 47,850 | $-2,658,478 | Down ×2 | ||
| IEFA | $4,499,644 | 2.05% | 51,536 | $1,893,650 | Up ×1 | ||
| GLD | $3,872,936 | 1.76% | 10,895 | $853,735 | Up ×3 | ||
| EAGG | $3,859,172 | 1.76% | 80,349 | $-3,774,865 | Down ×2 | ||
| CMF | $3,696,098 | 1.68% | 64,798 | $102,954 | Up ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $3,571,993 | 1.62% | 6,896 | $1,616,627 | Up ×3 | ||
| WOMN | $3,519,546 | 1.60% | 86,567 | $95,016 | Up ×3 | ||
| CHGX Stance Sustainable Beta ETF | $3,294,483 | 1.50% | 120,660 | $-95,381 | Down ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $3,269,587 | 1.49% | 5,440 | $352,515 | Up ×1 | ||
| BSV | $3,268,784 | 1.49% | 41,424 | $204,620 | Up ×3 | ||
| BIV | $3,171,349 | 1.44% | 40,611 | $-61,258 | Down ×1 | ||
| BRKB | $3,104,420 | 1.41% | 6,175 | $1,679,657 | Up ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $2,740,497 | 1.25% | 11,252 | $1,851,198 | Up ×3 | ||
| AGG | $2,719,884 | 1.24% | 27,131 | $2,025,310 | Up ×1 | ||
| JSTC | $2,700,307 | 1.23% | 132,824 | $1,479,091 | Up ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $2,509,392 | 1.14% | 7,606 | $2,294,161 | Up ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $2,488,807 | 1.13% | 10,238 | $1,358,397 | Up ×3 | ||
| IVV | $2,425,615 | 1.10% | 3,624 | $900,300 | Up ×1 | ||
| DMXF iShares ESG Advanced MSCI EAFE ETF | $2,372,904 | 1.08% | 31,330 | $40,729 | |||
| DGRO | $2,269,261 | 1.03% | 33,332 | $149,584 | Up ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $2,137,483 | 0.97% | 6,776 | $807,299 | Up ×3 | ||
| VTI | $2,049,571 | 0.93% | 6,228 | $153,756 | Up ×1 | ||
| VMBS Vanguard Mortgage-Backed Securities ETF | $1,940,727 | 0.88% | 41,327 | $-219,443 | Down ×1 | ||
| VXUS Vanguard Total International Stock ETF | $1,856,701 | 0.84% | 25,275 | $118,982 | Up ×3 | ||
| SPY SPY | $1,800,704 | 0.82% | 2,696 | $333,673 | Up ×3 | ||
| LLY Eli Lilly and Company Common Stock | $1,772,118 | 0.81% | 2,323 | $531,905 | Up ×2 | ||
| IGRO | $1,755,206 | 0.80% | 22,031 | $-44,596 | Down ×1 | ||
| JQUA | $1,630,569 | 0.74% | 25,919 | $-113,032 | Down ×1 | ||
| NUSC | $1,600,188 | 0.73% | 36,285 | $172,313 | Up ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $1,599,963 | 0.73% | 2,009 | $807,415 | Up ×1 | ||
| VYM | $1,526,741 | 0.69% | 10,832 | $-191,075 | Down ×1 | ||
| XMHQ | $1,514,230 | 0.69% | 14,427 | $390,006 | Up ×1 | ||
| JNJ Johnson & Johnson Common Stock | $1,379,486 | 0.63% | 7,440 | $832,692 | Up ×1 | ||
| UNP Union Pacific Corporation Common Stock | $1,374,338 | 0.63% | 5,814 | $561,152 | Up ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1,269,938 | 0.58% | 1,729 | $542,648 | Up ×3 | ||
| IAUM | $1,252,856 | 0.57% | 32,542 | $515,242 | Up ×1 | ||
| NACP | $1,246,950 | 0.57% | 26,150 | $103,596 | |||
| LRCX Lam Research Corporation - Common Stock | $1,228,761 | 0.56% | 9,159 | $352,078 | Up ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $1,090,946 | 0.50% | 9,528 | $330,324 | Up ×1 | ||
| NUEM | $1,088,325 | 0.50% | 30,494 | $98,670 | Up ×3 | ||
| AXP American Express Company Common Stock | $1,059,047 | 0.48% | 3,188 | $629,025 | Up ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $1,057,067 | 0.48% | 1,142 | $340,536 | Up ×3 | ||
| SBUX Starbucks Corporation - Common Stock | $1,042,102 | 0.47% | 12,318 | $30,426 | Up ×1 | ||
| BNDX Vanguard Total International Bond ETF | $1,016,868 | 0.46% | 20,559 | $21,199 | Up ×2 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $1,014,832 | 0.46% | 4,984 | Up ×1 | |||
| SPIB | $1,013,462 | 0.46% | 29,904 | $16,654 | Up ×3 | ||
| VNQ | $994,074 | 0.45% | 10,874 | $248,459 | Up ×1 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $967,340 | 0.44% | 8,755 | $613 | |||
| VXF | $936,450 | 0.43% | 4,473 | $-135,034 | Down ×2 | ||
| V Visa Inc. | $923,918 | 0.42% | 2,706 | $220,803 | Up ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $873,600 | 0.40% | 6,220 | $378,712 | Up ×1 | ||
| VEU | $829,831 | 0.38% | 11,627 | $-130,033 | Down ×1 | ||
| NYF | $826,777 | 0.38% | 15,497 | $109,727 | Up ×3 | ||
| WMG Warner Music Group Corp. - Class A Common Stock | $782,700 | 0.36% | 22,980 | $156,724 | |||
| IWM | $725,746 | 0.33% | 2,999 | $80,277 | Up ×3 | ||
| SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $724,458 | 0.33% | 28,623 | $10,074 | Up ×3 | ||
| TIP | $714,882 | 0.33% | 6,428 | $-6,981 | Down ×3 | ||
| NULG | $697,486 | 0.32% | 7,013 | $38,574 | |||
| MA Mastercard Incorporated Common Stock | $684,082 | 0.31% | 1,203 | Up ×1 | |||
| BK The Bank of New York Mellon Corporation Common Stock | $668,214 | 0.30% | 6,133 | Up ×1 | |||
| TMO Thermo Fisher Scientific Inc Common Stock | $654,493 | 0.30% | 1,348 | $444,780 | Up ×1 | ||
| ERET iShares Environmentally Aware Real Estate ETF | $614,634 | 0.28% | 22,310 | $407,253 | Up ×1 | ||
| BIL | $605,762 | 0.28% | 6,602 | $-3,722 | Down ×2 | ||
| VTWO Vanguard Russell 2000 ETF | $595,990 | 0.27% | 6,093 | $131,676 | Up ×2 | ||
| TLT iShares 20+ Year Treasury Bond ETF | $592,918 | 0.27% | 6,634 | $16,287 | Up ×3 | ||
| REGL | $543,312 | 0.25% | 6,366 | $26,929 | Up ×2 | ||
| IWF | $540,695 | 0.25% | 1,154 | Up ×1 | |||
| VUG | $538,092 | 0.24% | 1,121 | $14,481 | Down ×1 | ||
| CMCSA Comcast Corporation - Class A Common Stock | $525,931 | 0.24% | 16,739 | $53,736 | Up ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $525,741 | 0.24% | 1,298 | Up ×1 | |||
| HON Honeywell International Inc. - Common Stock | $496,560 | 0.23% | 2,359 | Up ×1 | |||
| VGIT Vanguard Intermediate-Term Treasury ETF | $495,841 | 0.23% | 8,260 | $1,336 | Down ×1 | ||
| PYPL PayPal Holdings, Inc. - Common Stock | $487,660 | 0.22% | 7,272 | $243,519 | Up ×1 | ||
| NXPI NXP Semiconductors N.V. - Common Stock | $472,563 | 0.21% | 2,066 | Up ×1 | |||
| SHY iShares 1-3 Year Treasury Bond ETF | $472,365 | 0.21% | 5,694 | $-15,321 | Down ×1 | ||
| ZS Zscaler, Inc. - Common Stock | $468,668 | 0.21% | 1,564 | Up ×1 | |||
| NOW ServiceNow, Inc. Common Stock | $463,711 | 0.21% | 504 | Up ×1 | |||
| IGV | $463,481 | 0.21% | 4,030 | $-13,389 | Down ×1 | ||
| INTU Intuit Inc. - Common Stock | $457,964 | 0.21% | 671 | $190,629 | Up ×2 | ||
| IYW | $455,993 | 0.21% | 2,328 | $52,718 | Up ×3 | ||
| NFLX Netflix, Inc. - Common Stock | $445,639 | 0.20% | 372 | Up ×1 | |||
| VFH | $443,590 | 0.20% | 3,380 | $10,232 | Down ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $434,328 | 0.20% | 1,551 | $89,446 | Up ×3 | ||
| ECL Ecolab Inc. Common Stock | $421,407 | 0.19% | 1,535 | $176,494 | Up ×1 | ||
| CB Chubb Limited Common Stock | $419,163 | 0.19% | 1,480 | Up ×1 | |||
| ADP Automatic Data Processing, Inc. - Common Stock | $416,271 | 0.19% | 1,411 | $209,532 | Up ×1 | ||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $415,823 | 0.19% | 1,686 | $215,198 | Up ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $400,081 | 0.18% | 5,847 | $185,890 | Up ×1 | ||
| VEA | $396,362 | 0.18% | 6,615 | $21,047 | Up ×3 | ||
| SNPS Synopsys, Inc. - Common Stock | $395,205 | 0.18% | 801 | Up ×1 | |||
| VIG | $394,707 | 0.18% | 1,822 | $-27,901 | Down ×1 | ||
| BN Brookfield Corporation Class A Limited Voting Shares | $394,639 | 0.18% | 5,762 | Up ×1 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| AAPL | $7,828,527 | 3.56% | up ×3 |
| NUBD | $6,980,581 | 3.18% | up ×3 |
| AMZN | $6,880,002 | 3.13% | up ×3 |
| GOVT | $6,134,038 | 2.79% | up ×3 |
| GLD | $3,872,936 | 1.76% | up ×3 |
| MSFT | $3,571,993 | 1.62% | up ×3 |
| WOMN | $3,519,546 | 1.60% | up ×3 |
| BSV | $3,268,784 | 1.49% | up ×3 |
| GOOG | $2,740,497 | 1.25% | up ×3 |
| GOOGL | $2,488,807 | 1.13% | up ×3 |
| JPM | $2,137,483 | 0.97% | up ×3 |
| VXUS | $1,856,701 | 0.84% | up ×3 |
| SPY | $1,800,704 | 0.82% | up ×3 |
| META | $1,269,938 | 0.58% | up ×3 |
| NUEM | $1,088,325 | 0.50% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| PANW | $1,014,832 | 4,984 | 0.46% |
| MA | $684,082 | 1,203 | 0.31% |
| BK | $668,214 | 6,133 | 0.30% |
| IWF | $540,695 | 1,154 | 0.25% |
| HD | $525,741 | 1,298 | 0.24% |
| HON | $496,560 | 2,359 | 0.23% |
| NXPI | $472,563 | 2,066 | 0.21% |
| ZS | $468,668 | 1,564 | 0.21% |
| NOW | $463,711 | 504 | 0.21% |
| NFLX | $445,639 | 372 | 0.20% |
| CB | $419,163 | 1,480 | 0.19% |
| SNPS | $395,205 | 801 | 0.18% |
| BN | $394,639 | 5,762 | 0.18% |
| ABT | $355,669 | 2,655 | 0.16% |
| MRK | $340,781 | 4,022 | 0.16% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| SGOV | Trimmed | -155K | -$15.6M |
| EAGG | Trimmed | -80K | -$3.8M |
| AAPL | Bought more | +10K | +$3.5M |
| GOVT | Bought more | +142K | +$3.3M |
| ESGV | Trimmed | -28K | -$2.7M |
| VSGX | Trimmed | -41K | -$2.4M |
| NVDA | Bought more | +8K | +$2.2M |
| AGG | Bought more | +20K | +$2.0M |
| IEFA | Bought more | +20K | +$1.9M |
| GOOG | Bought more | +6K | +$1.9M |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| VTV | March 31, 2025 | 25,900 | $4,384,911 | No longer tracked |
| CHGXXXXX | June 30, 2025 | 83,583 | $3,078,090 | No longer tracked |
| ESML | Sept. 30, 2025 | 44,207 | $1,827,075 | No longer tracked |
| SPEM | March 31, 2025 | 39,088 | $1,499,825 | No longer tracked |
| USHY | March 31, 2025 | 26,460 | $973,452 | No longer tracked |
| VBR | March 31, 2025 | 2,884 | $571,625 | No longer tracked |
| TSLA | March 31, 2025 | 678 | $273,804 | 33.2% |
| IYC | March 31, 2025 | 2,567 | $246,816 | No longer tracked |
| GS | March 31, 2025 | 356 | $204,045 | 86.2% |