Westfuller Advisors, LLC
CIK: 0002024115Latest portfolio: $247.3M · Q4 2025
Holdings
765
Total Value
$247.3M
New Positions
758
Closed Positions
0
Top Holdings
View All 765 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SGOVISHARES TR | 250,651 | $25.2M | 10.18% | NEW | |
| 2 | VOOVANGUARD INDEX FDS | 13,920 | $8.7M | 3.53% | NEW | |
| 3 | AAPLAPPLE INC | 30,560 | $8.3M | 3.36% | NEW | |
| 4 | NVDANVIDIA CORPORATION | 41,615 | $7.8M | 3.14% | NEW | |
| 5 | NUBDNUSHARES ETF TR | 315,007 | $7.0M | 2.85% | NEW | |
| 6 | AMZNAMAZON COM INC | 29,152 | $6.7M | 2.72% | NEW | |
| 7 | AQLTISHARES TR | 276,831 | $6.4M | 2.58% | NEW | |
| 8 | VSGXVANGUARD WORLD FD | 83,250 | $6.0M | 2.41% | NEW | |
| 9 | ESGVVANGUARD WORLD FD | 48,023 | $5.8M | 2.35% | NEW | |
| 10 | AQLTISHARES TR | 61,334 | $5.5M | 2.22% | NEW | |
| 11 | GQ9SPDR GOLD TR | 10,269 | $4.1M | 1.65% | NEW | |
| 12 | EAGGISHARES TR | 80,914 | $3.9M | 1.57% | NEW | |
| 13 | CMFISHARES TR | 65,421 | $3.8M | 1.52% | NEW | |
| 14 | AGGISHARES TR | 36,632 | $3.7M | 1.48% | NEW | |
| 15 | WOMNTIDAL TRUST III | 86,602 | $3.6M | 1.45% | NEW | |
| 16 | NDQINVESCO QQQ TR | 5,685 | $3.5M | 1.41% | NEW | |
| 17 | GOOGALPHABET INC | 11,094 | $3.5M | 1.41% | NEW | |
| 18 | MSFTMICROSOFT CORP | 6,716 | $3.2M | 1.31% | NEW | |
| 19 | VBILVANGUARD INSTL INDEX FD | 42,962 | $3.2M | 1.31% | NEW | |
| 20 | GOOGLALPHABET INC | 10,245 | $3.2M | 1.30% | NEW | |
| 21 | BSVVANGUARD BD INDEX FDS | 39,705 | $3.1M | 1.27% | NEW | |
| 22 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,050 | $3.0M | 1.23% | NEW | |
| 23 | CHGXEA SERIES TRUST | 109,052 | $3.0M | 1.20% | NEW | |
| 24 | BIVVANGUARD BD INDEX FDS | 37,392 | $2.9M | 1.18% | NEW | |
| 25 | IVVISHARES TR | 4,222 | $2.9M | 1.17% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($8.308776132482626e+214T)
Industrials0.0% ($1.3414313543472692e+141T)
Healthcare0.0% ($2.4571540785337334e+98T)
Consumer Cyclical0.0% ($6.728996455393178e+86T)
Unknown0.0% ($6.374548640693493e+80T)
Consumer Defensive0.0% ($9.61900143136107e+50T)
Communication Services0.0% ($3.481320611451078e+48T)
Basic Materials0.0% ($3.913152922812202e+47T)
Utilities0.0% ($1.7815614114112013e+32T)
Energy0.0% ($1.2010493848364643e+29T)
Real Estate0.0% ($3061951631502615040.0T)
Filing History
Fund Information
Westfuller Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $247.3M across 765 holdings. The largest position is ISHARES TR (SGOV), representing 10.2% of the portfolio. Compared to the previous quarter, the fund opened 765 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.