WA
Westfuller Advisors, LLC — 13F Portfolio Breakdown & Top Holdings (Q2 2026)
Westfuller Advisors, LLCCIK: 0002024115
Long-term holder
Total reported value
—
Reporting period: 2026-06-30 · Number of holdings: 0
Westfuller Advisors, LLC disclosed 0 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of — and a quarterly turnover rate of 0.0%.
Personality snowflake
- Concentration
- 0
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 0
- Sizing Uniformity
- —
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 10.39% | — | -4.62% | |
| 2 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.73% | — | +36.33% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.63% | — | +0.98% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.27% | — | +4.49% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.21% | — | -4.08% | |
| 6 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 3.04% | — | +0.64% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.54% | — | +5.89% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.49% | — | -5.03% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.14% | — | +36.23% | |
| 10 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 2.00% | — | -22.57% | |
| 11 | GLD | Spdr Gold Shares | ETF-Commodities | 1.76% | — | -7.59% | |
| 12 | CMF | Ishares California Muni Bond | ETF-Other | 1.69% | — | +5.57% | |
| 13 | WOMN | Impact Shares Women's Empowe | ETF-Other | 1.48% | — | +0.32% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.41% | — | +18.21% | |
| 15 | CHGX | Stance Sustainable Beta ETF | ETF-Other | 1.29% | — | +2.47% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.27% | — | +0.12% | |
| 17 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.25% | — | -46.15% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.25% | — | +0.02% | |
| 19 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.20% | — | -3.68% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.20% | — | -15.29% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.20% | — | -10.81% | |
| 22 | JSTC | Adasina Social Justice Glb | ETF-Other | 1.17% | — | +3.92% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.15% | — | -16.30% | |
| 24 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 1.05% | — | — | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 1.02% | — | +0.47% | |
| 26 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.00% | — | -39.78% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.98% | — | +12.11% | |
| 28 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.97% | — | -4.39% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.97% | — | -9.65% | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.88% | — | +2.69% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.87% | — | -0.74% | |
| 32 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.86% | — | -22.53% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.86% | — | -5.42% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.85% | — | +10.23% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.78% | — | -0.12% | |
| 36 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 0.75% | — | -6.87% | |
| 37 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.72% | — | -1.99% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.72% | — | +3.68% | |
| 39 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.71% | — | +0.07% | |
| 40 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 0.71% | — | +61.52% | |
| 41 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.68% | — | -10.51% | |
| 42 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.66% | — | -3.31% | |
| 43 | LRCX | Lam Research CORP | Stock-Tech | 0.63% | — | +5.70% | |
| 44 | ERET | Ishares Env Aware Re Estate | ETF-Other | 0.63% | — | +116.24% | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.62% | — | +62.29% | |
| 46 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.61% | — | +0.28% | |
| 47 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.59% | — | -57.96% | |
| 48 | NACP | Impact Shares Naacp Minority | ETF-Other | 0.55% | — | — | |
| 49 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.54% | — | +51.26% | |
| 50 | UNP | Union Pacific CORP | Stock-Industrials | 0.53% | — | -13.02% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+1.6%
Performance Last 4 Quarters
+16.9%
- Stdev
- +8.1%
- Beta
- +0.65
- Alpha
- +2.7%
- Max Drawdown
- -4.4%
- Annualized Perf
- +15.5%
- Batting Avg vs S&P
- +44.4%
- Sortino
- +3.91
- Stutzer
- +0.53
- Treynor
- +0.23
- Sterling
- +1.14
- Calmar
- +3.56
- Information Ratio
- -0.82
- Tracking Error
- +4.8%
- Stdev Down
- +3.8%
- Winning Months %
- +74.1%
- Losing Months %
- +25.9%
- Best 12 Months
- +22.5%
- Worst 12 Months
- +10.8%
- Efficiency Ratio
- +0.69
- Sharpe
- +1.84
- Stdev Sectors
- —
- Skewness
- -0.06
- Kurtosis
- +0.9
- Upside Potential
- +5.22
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Filing History
FAQ
What is Westfuller Advisors, LLC and what type of investor is it?
Westfuller Advisors, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately —, spread across 0 disclosed positions.
What are Westfuller Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Westfuller Advisors, LLC's top holdings by market value are:
1. Ishares 0-3 Month Treasury B (SGOV) — $24.1M (10.4%)
2. Ishares US Treasury Bond ETF (GOVT) — $8.6M (3.7%)
3. Vanguard S&p 500 ETF (VOO) — $8.4M (3.6%)
4. Nvidia CORP (NVDA) — $7.6M (3.3%)
5. Apple Inc (AAPL) — $7.4M (3.2%)
What changes did Westfuller Advisors, LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for Westfuller Advisors, LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Westfuller Advisors, LLC focus on?
Sector breakdown data is not yet available for Westfuller Advisors, LLC. Check back after the next 13F processing cycle.
Investment Profile
Westfuller Advisors, LLC returned an annualized 15.5% over the trailing 27 months — outperforming the S&P 500 by 2.7 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.65 (less volatile than the market) and a 44% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding.
Its concentration score has fallen from 15 to 0 over the past 4 quarters — a shift toward broader diversification.
It has added to its GOVT position over the past two quarters (+$2.5M, now $8.6M), while trimming VSGX over the same stretch (-$1.4M, still holding $4.6M).
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Developer Access
Access Westfuller Advisors, LLC's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/westfuller-advisors-llcCLI
npx alphasmo institutions get westfuller-advisors-llc