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CIK: 0002024115
Total reported value
—
$149.8M
98 檔
34.0%
According to the latest 13F quarterly dataset, Westfuller Advisors, LLC managed an equity portfolio of $149.8M at the end of Q1 2025, spanning 98 distinct U.S. exchange-listed positions.
In Q1 2025, Westfuller Advisors, LLC displayed an active expansion posture, initiating 10 new positions and adding to 23 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 | 11.75% | — | +13.65% | |
| 2 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 6.50% | — | +360.77% | |
| 3 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 5.47% | — | +329.52% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.24% | — | +2.74% | |
| 5 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 5.00% | — | +116.71% | |
| 6 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 4.52% | — | +0.97% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.96% | — | -40.43% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.94% | — | +3.01% | |
| 9 | CMF | Ishares California Muni Bond | ETF-Other | 2.42% | — | -0.01% | |
| 10 | WOMN | Impact Shares Women's Empowe | ETF-Other | 2.20% | — | +0.26% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.13% | — | +5.28% | |
| 12 | ✓ | Investment Managers Ser Tr I | Stock-Other | 2.06% | — | +0.44% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.02% | — | +0.04% | |
| 14 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.85% | — | +6.43% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.79% | — | +5.26% | |
| 16 | GLD | Spdr Gold Shares | ETF-Commodities | 1.71% | — | +0.98% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.67% | — | +4.08% | |
| 18 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.42% | — | +18.68% | |
| 19 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 1.39% | — | — | |
| 20 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.37% | — | -6.36% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.27% | — | -80.70% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.14% | — | +0.65% | |
| 23 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 1.13% | — | — | |
| 24 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 1.10% | — | -3.11% | |
| 25 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 1.09% | — | +0.28% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.09% | — | -3.94% | |
| 27 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.04% | — | +0.30% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.00% | — | -83.42% | |
| 29 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.91% | — | +1.32% | |
| 30 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.90% | — | +3.42% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.87% | — | +14.64% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.86% | — | +1.68% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.73% | — | +0.47% | |
| 34 | JSTC | Adasina Social Justice Glb | ETF-Other | 0.71% | — | — | |
| 35 | NACP | Impact Shares Naacp Minority | ETF-Other | 0.70% | — | — | |
| 36 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.66% | — | -3.13% | |
| 37 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.65% | — | +3.82% | |
| 38 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.65% | — | — | |
| 39 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.64% | — | +7.35% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.63% | — | +29.77% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.59% | — | +0.98% | |
| 42 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 0.58% | — | +9.47% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.56% | — | +9.37% | |
| 44 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 0.54% | — | +11.82% | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.52% | — | +0.31% | |
| 46 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.51% | — | -3.34% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | — | +39.96% | |
| 48 | WMG | Warner Music Group Corp-cl A | Stock-Other | 0.48% | — | +27.88% | |
| 49 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.48% | — | +0.47% | |
| 50 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.47% | — | +0.55% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ESGV | Vanguard Esg US Stock ETF | +5.1% | +360.77% | Add |
| 2 | EAGG | Ishares Esg Aware US Aggrega | +4.3% | +329.52% | Add |
| 3 | VSGX | Vanguard Esg Intl Stock ETF | +2.9% | +116.71% | Add |
| 4 | SGOV | Ishares 0-3 Month Treasury B | +2% | +13.65% | Add |
| 5 | ESML | Ishares Esg Aware Msci USA S | +1.1% | NEW | New buy |
| 6 | SHV | Ishares 0-1 Year Treasury Bo | +0.7% | NEW | New buy |
| 7 | GLD | Spdr Gold Shares | +0.4% | +0.98% | Add |
| 8 | NUBD | Nuveen Esg US Aggregate Bond | +0.3% | +0.97% | Add |
| 9 | VMBS | Vanguard Mortgage-backed Sec | +0.3% | +18.68% | Add |
| 10 | BGRN | Ishares Usd Green Bond ETF | +0.3% | NEW | New buy |
| 11 | BIV | Vanguard Intermediate-term B | +0.3% | +5.28% | Add |
| 12 | IEF | Ishares 7-10 Year Treasury B | +0.3% | NEW | New buy |
| 13 | GOVT | Ishares US Treasury Bond ETF | +0.2% | +6.43% | Add |
| 14 | V | Visa Inc-class A Shares | +0.2% | +39.96% | Add |
| 15 | LLY | Eli Lilly & Co | +0.2% | NEW | New buy |
| 16 | ECL | Ecolab Inc | +0.2% | NEW | New buy |
| 17 | TJX | Tjx Companies Inc | +0.2% | NEW | New buy |
| 18 | IAUM | Ishares Gold Trust Micro | +0.2% | +11.82% | Add |
| 19 | ADP | Automatic Data Processing | +0.2% | NEW | New buy |
| 20 | VOO | Vanguard S&p 500 ETF | +0.2% | +2.74% | Add |
| 21 | MELI | Mercadolibre Inc | +0.1% | NEW | New buy |
| 22 | ACN | Accenture plc | +0.1% | NEW | New buy |
| 23 | WMG | Warner Music Group Corp-cl A | +0.1% | +27.88% | Add |
| 24 | DMXF | Ishares Esg Advanc Msci Eafe | +0.1% | — | Unchanged |
| 25 | COST | Costco Wholesale CORP | +0.1% | +57.31% | Add |
| 26 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +25.65% | Add |
| 27 | GOOG | Alphabet Inc-cl C | +0.1% | +50.24% | Add |
| 28 | AMZN | Amazon.com Inc | +0.1% | +29.77% | Add |
| 29 | VNQ | Vanguard Real Estate ETF | +0.1% | +9.37% | Add |
| 30 | QQQ | Invesco Qqq Trust Series 1 | 0% | +4.08% | Add |
| 31 | DGRO | Ishares Core Dividend Growth | 0% | -6.36% | Trim |
| 32 | XMHQ | Invesco S&p Midcap Qual ETF | 0% | +1.32% | Add |
| 33 | VIG | Vanguard Dividend Apprec ETF | 0% | -17.66% | Trim |
| 34 | NULG | Nuveen Esg Lrg-cap Grw ETF | -0.1% | -8.97% | Trim |
| 35 | VHT | Vanguard Health Care ETF | -0.1% | -28.94% | Trim |
| 36 | GOOGL | Alphabet Inc-cl A | -0.1% | +0.98% | Add |
| 37 | AAPL | Apple Inc | -0.1% | +3.01% | Add |
| 38 | GS | Goldman Sachs Group Inc | -0.1% | EXIT | Sold out |
| 39 | IYC | Ishares US Consumer Discreti | -0.2% | EXIT | Sold out |
| 40 | TSLA | Tesla Inc | -0.2% | EXIT | Sold out |
| 41 | NVDA | Nvidia CORP | -0.2% | +5.26% | Add |
| 42 | VBR | Vanguard Small-cap Value ETF | -0.4% | EXIT | Sold out |
| 43 | USHY | Ishares Broad Usd High Yield | -0.6% | EXIT | Sold out |
| 44 | SPEM | State Street Sp Ptf Em ETF | -1% | EXIT | Sold out |
| 45 | VTWO | Vanguard Russell 2000 ETF | -1.2% | -79.71% | Trim |
| 46 | IEFA | Ishares Core Msci Eafe ETF | -1.4% | -40.43% | Trim |
| 47 | VTV | Vanguard Value ETF | -2.8% | EXIT | Sold out |
| 48 | VUG | Vanguard Growth ETF | -3.3% | -91.44% | Trim |
| 49 | AGG | Ishares Core U.s. Aggregate | -4.9% | -80.70% | Trim |
| 50 | IVV | Ishares Core S&p 500 ETF | -5% | -83.42% | Trim |
According to official SEC Form 13F filings, Westfuller Advisors, LLC reported a total U.S. public equity portfolio value of $149.8M across 98 disclosed positions in Q1 2025.
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, ESGV, EAGG) accounted for 34.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
ESML
市值: $1.7M
Top Position Liquidated / Trimmed
VTV
前期市值: $4.4M
During Q1 2025, Westfuller Advisors, LLC's top holdings by market value included SGOV (11.8%)、ESGV (6.5%)、EAGG (5.5%). The largest single position, SGOV, represented 11.8% of total portfolio value.
In Q1 2025, Westfuller Advisors, LLC made 49 total portfolio adjustments, initiating 10 new buys, adding to 23 positions, trimming 9 holdings, and fully liquidating 7 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.
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