13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002024115
Total reported value
—
$139.3M
82 檔
33.7%
At the close of Q3 2024, Westfuller Advisors, LLC disclosed equity holdings valued at approximately $139.3M, spread across 82 reported holdings.
In Q3 2024, Westfuller Advisors, LLC displayed an active expansion posture, initiating 18 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 10.94% | — | — | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.45% | — | — | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.99% | — | — | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.49% | — | +2.11% | |
| 5 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 4.86% | — | +1.78% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.38% | — | +289.67% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.23% | — | +9.43% | |
| 8 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 2.70% | — | +8.61% | |
| 9 | CMF | Ishares California Muni Bond | ETF-Other | 2.69% | — | +1.93% | |
| 10 | ✓ | Investment Managers Ser Tr I | Stock-Other | 2.47% | — | +13.94% | |
| 11 | WOMN | Impact Shares Women's Empowe | ETF-Other | 2.37% | — | +0.68% | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.21% | — | +17.94% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.17% | — | -19.92% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 2.08% | — | +979.44% | |
| 15 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.78% | — | — | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.78% | — | +1.40% | |
| 17 | GLD | Spdr Gold Shares | ETF-Commodities | 1.66% | — | -4.96% | |
| 18 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 1.57% | — | +1.49% | |
| 19 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.56% | — | +66.10% | |
| 20 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 1.42% | — | — | |
| 21 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.38% | — | +131.92% | |
| 22 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 1.34% | — | — | |
| 23 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 1.29% | — | +0.65% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.25% | — | -3.85% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.23% | — | +0.26% | |
| 26 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.14% | — | +6.00% | |
| 27 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.10% | — | — | |
| 28 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 1.03% | — | -3.36% | |
| 29 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.97% | — | +7.22% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.95% | — | +5.00% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.93% | — | +0.54% | |
| 32 | JSTC | Adasina Social Justice Glb | ETF-Other | 0.79% | — | +0.26% | |
| 33 | NACP | Impact Shares Naacp Minority | ETF-Other | 0.78% | — | — | |
| 34 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.71% | — | — | |
| 35 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.71% | — | -3.69% | |
| 36 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.70% | — | +0.02% | |
| 37 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.69% | — | +72.16% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.69% | — | +3.32% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | — | +8.64% | |
| 40 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.66% | — | -40.09% | |
| 41 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.62% | — | +107.78% | |
| 42 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 0.59% | — | — | |
| 43 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.57% | — | — | |
| 44 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.55% | — | +0.97% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | — | +7.07% | |
| 46 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.50% | — | +1.45% | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.50% | — | -25.59% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.49% | — | +0.62% | |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.48% | — | +0.73% | |
| 50 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.47% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +10.9% | NEW | New buy |
| 2 | AGG | Ishares Core U.s. Aggregate | +6.5% | NEW | New buy |
| 3 | IVV | Ishares Core S&p 500 ETF | +6% | NEW | New buy |
| 4 | IEFA | Ishares Core Msci Eafe ETF | +2.6% | +289.67% | Add |
| 5 | VTWO | Vanguard Russell 2000 ETF | +1.4% | NEW | New buy |
| 6 | SPEM | State Street Sp Ptf Em ETF | +1.1% | NEW | New buy |
| 7 | USHY | Ishares Broad Usd High Yield | +0.7% | NEW | New buy |
| 8 | VEU | Vanguard Ftse All-world Ex-u | +0.6% | NEW | New buy |
| 9 | TLT | Ishares 20+ Year Treasury Bd | +0.5% | NEW | New buy |
| 10 | EAGG | Ishares Esg Aware US Aggrega | +0.4% | +131.92% | Add |
| 11 | WMG | Warner Music Group Corp-cl A | +0.4% | NEW | New buy |
| 12 | BLV | Vanguard Long-term Bond ETF | +0.3% | NEW | New buy |
| 13 | EFG | Ishares Msci Eafe Growth ETF | +0.3% | NEW | New buy |
| 14 | IAUM | Ishares Gold Trust Micro | +0.2% | NEW | New buy |
| 15 | META | Meta Platforms Inc-class A | +0.2% | NEW | New buy |
| 16 | COST | Costco Wholesale CORP | +0.2% | NEW | New buy |
| 17 | VWO | Vanguard Ftse Emerging Marke | +0.2% | NEW | New buy |
| 18 | VGT | Vanguard Info Tech ETF | +0.2% | NEW | New buy |
| 19 | IYH | Ishares U.s. Healthcare ETF | +0.2% | NEW | New buy |
| 20 | TSLA | Tesla Inc | +0.2% | NEW | New buy |
| 21 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | +107.78% | Add |
| 22 | ESGV | Vanguard Esg US Stock ETF | +0.1% | +66.10% | Add |
| 23 | GOVT | Ishares US Treasury Bond ETF | 0% | +72.16% | Add |
| 24 | IYW | Ishares Ustechnology ETF | 0% | +30.27% | Add |
| 25 | GOOG | Alphabet Inc-cl C | -0.1% | +31.62% | Add |
| 26 | VGIT | Vanguard Intermediate-term T | -0.1% | +35.40% | Add |
| 27 | REGL | Prshrs S&p Mid 400 Dvd Arist | -0.1% | +22.39% | Add |
| 28 | NVDA | Nvidia CORP | -0.3% | +979.44% | Add |
| 29 | JPM | Jpmorgan Chase & Co | -0.3% | +8.64% | Add |
| 30 | GOOGL | Alphabet Inc-cl A | -0.3% | +3.32% | Add |
| 31 | AAPL | Apple Inc | -0.4% | +9.43% | Add |
| 32 | NUMV | Nuveen Esg Mid-cap Value ETF | -0.5% | EXIT | Sold out |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.5% | +0.54% | Add |
| 34 | VNQ | Vanguard Real Estate ETF | -0.5% | -25.59% | Trim |
| 35 | VXUS | Vanguard Total Intl Stock | -0.5% | +6.00% | Add |
| 36 | LRCXEUR | Lam Research CORP | -0.5% | +0.97% | Add |
| 37 | IGRO | Ishares Intl Div Growth ETF | -0.7% | — | Unchanged |
| 38 | JQUA | Jpmorgan US Quality Factor | -0.7% | +0.65% | Add |
| 39 | BIV | Vanguard Intermediate-term B | -0.8% | +17.94% | Add |
| 40 | GLD | Spdr Gold Shares | -0.8% | -4.96% | Trim |
| 41 | QQQ | Invesco Qqq Trust Series 1 | -0.9% | +1.40% | Add |
| 42 | DMXF | Ishares Esg Advanc Msci Eafe | -0.9% | +1.49% | Add |
| 43 | DGRO | Ishares Core Dividend Growth | -1% | — | Unchanged |
| 44 | ✓ | Investment Managers Ser Tr I | -1% | +13.94% | Add |
| 45 | TIP | Ishares Tips Bond ETF | -1.1% | -40.09% | Trim |
| 46 | VSGX | Vanguard Esg Intl Stock ETF | -1.2% | +8.61% | Add |
| 47 | WOMN | Impact Shares Women's Empowe | -1.3% | +0.68% | Add |
| 48 | BSV | Vanguard Short-term Bond ETF | -2.3% | -19.92% | Trim |
| 49 | VOO | Vanguard S&p 500 ETF | -2.7% | +2.11% | Add |
| 50 | NUBD | Nuveen Esg US Aggregate Bond | -2.9% | +1.78% | Add |
According to official SEC Form 13F filings, Westfuller Advisors, LLC reported a total U.S. public equity portfolio value of $139.3M across 82 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SGOV, AGG, IVV) accounted for 33.7% of total reported equity market value during Q3 2024.
Top New Position Initiated
SGOV
市值: $15.2M
Top Position Liquidated / Trimmed
NUMV
前期市值: $389.6K
During Q3 2024, Westfuller Advisors, LLC's top holdings by market value included SGOV (10.9%)、AGG (6.5%)、IVV (6.0%). The largest single position, SGOV, represented 10.9% of total portfolio value.
In Q3 2024, Westfuller Advisors, LLC made 48 total portfolio adjustments, initiating 18 new buys, adding to 25 positions, trimming 4 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.