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CIK: 0002024115
Total reported value
—
$175.4M
114 檔
32.8%
The Q2 2025 SEC filing reveals that Westfuller Advisors, LLC held a total portfolio value of $175.4M, covering 114 public equity positions.
In Q2 2025, Westfuller Advisors, LLC displayed an active expansion posture, initiating 17 new positions and adding to 19 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 | 14.18% | — | +41.31% | |
| 2 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 4.76% | — | +0.38% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.76% | — | -4.13% | |
| 4 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 4.75% | — | -23.63% | |
| 5 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 4.35% | — | -6.94% | |
| 6 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 3.91% | — | +1.00% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.51% | — | +470.58% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.45% | — | +5.93% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.15% | — | -3.59% | |
| 10 | CMF | Ishares California Muni Bond | ETF-Other | 2.05% | — | +0.02% | |
| 11 | WOMN | Impact Shares Women's Empowe | ETF-Other | 1.95% | — | +0.25% | |
| 12 | CHGX | Stance Sustainable Beta ETF | ETF-Other | 1.93% | — | — | |
| 13 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.84% | — | +0.55% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.75% | — | +0.54% | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 1.72% | — | +11.30% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.66% | — | -0.96% | |
| 17 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.61% | — | +2.16% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.49% | — | -46.81% | |
| 19 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 1.33% | — | +1.57% | |
| 20 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.23% | — | +1.42% | |
| 21 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.21% | — | — | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.11% | — | +13.06% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.08% | — | — | |
| 24 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 1.04% | — | — | |
| 25 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 1.03% | — | — | |
| 26 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.99% | — | +0.30% | |
| 27 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.99% | — | +0.73% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.98% | — | +2.19% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | — | -7.94% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.84% | — | +3.09% | |
| 31 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.81% | — | — | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.81% | — | — | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.76% | — | +2.87% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.71% | — | +401.89% | |
| 35 | JSTC | Adasina Social Justice Glb | ETF-Other | 0.70% | — | +5.23% | |
| 36 | NACP | Impact Shares Naacp Minority | ETF-Other | 0.65% | — | — | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | — | +11.35% | |
| 38 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.64% | — | -22.86% | |
| 39 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.61% | — | -0.07% | |
| 40 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.58% | — | — | |
| 41 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.57% | — | +1.80% | |
| 42 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.57% | — | +0.01% | |
| 43 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 0.56% | — | +0.70% | |
| 44 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.55% | — | — | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.55% | — | +11.49% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | — | +16.50% | |
| 47 | LRCX | Lam Research CORP | Stock-Tech | 0.50% | — | -1.42% | |
| 48 | UNP | Union Pacific CORP | Stock-Industrials | 0.46% | — | — | |
| 49 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.45% | — | — | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.43% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +2.9% | +470.58% | Add |
| 2 | SGOV | Ishares 0-3 Month Treasury B | +2.4% | +41.31% | Add |
| 3 | CHGX | Stance Sustainable Beta ETF | +1.9% | NEW | New buy |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.8% | NEW | New buy |
| 5 | SBUX | Starbucks CORP | +0.6% | NEW | New buy |
| 6 | LLY | Eli Lilly & Co | +0.5% | +401.89% | Add |
| 7 | UNP | Union Pacific CORP | +0.5% | NEW | New buy |
| 8 | GS | Goldman Sachs Group Inc | +0.5% | NEW | New buy |
| 9 | DIS | Walt Disney Co/the | +0.4% | NEW | New buy |
| 10 | NVDA | Nvidia CORP | +0.4% | -3.59% | Trim |
| 11 | JNJ | Johnson & Johnson | +0.3% | NEW | New buy |
| 12 | PEP | Pepsico Inc | +0.3% | NEW | New buy |
| 13 | CMCSA | Comcast Corp-class A | +0.3% | NEW | New buy |
| 14 | AXP | American Express Co | +0.3% | NEW | New buy |
| 15 | MSFT | Microsoft CORP | +0.2% | +13.06% | Add |
| 16 | META | Meta Platforms Inc-class A | +0.2% | +117.92% | Add |
| 17 | AVAV | Aerovironment Inc | +0.2% | NEW | New buy |
| 18 | COST | Costco Wholesale CORP | +0.2% | +77.02% | Add |
| 19 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | NEW | New buy |
| 20 | PYPL | Paypal Holdings Inc | +0.1% | NEW | New buy |
| 21 | AVGO | Broadcom Inc | +0.1% | NEW | New buy |
| 22 | TMO | Thermo Fisher Scientific Inc | +0.1% | NEW | New buy |
| 23 | ERET | Ishares Env Aware Re Estate | +0.1% | NEW | New buy |
| 24 | ADI | Analog Devices Inc | +0.1% | NEW | New buy |
| 25 | GOOG | Alphabet Inc-cl C | +0.1% | +16.50% | Add |
| 26 | LRCX | Lam Research CORP | +0.1% | -1.42% | Trim |
| 27 | MELI | Mercadolibre Inc | +0.1% | +22.43% | Add |
| 28 | GOOGL | Alphabet Inc-cl A | +0.1% | +11.35% | Add |
| 29 | JPM | Jpmorgan Chase & Co | 0% | +2.87% | Add |
| 30 | VEU | Vanguard Ftse All-world Ex-u | 0% | +11.49% | Add |
| 31 | GLD | Spdr Gold Shares | 0% | +11.30% | Add |
| 32 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.96% | Trim |
| 33 | JSTC | Adasina Social Justice Glb | 0% | +5.23% | Add |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +3.09% | Add |
| 35 | NUEM | Nuveen Esg Emerging Markets | 0% | +0.70% | Add |
| 36 | VXF | Vanguard Extended Market ETF | 0% | -0.07% | Trim |
| 37 | VXUS | Vanguard Total Intl Stock | -0.1% | +0.73% | Add |
| 38 | DMXF | Ishares Esg Advanc Msci Eafe | -0.1% | +1.57% | Add |
| 39 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | — | Unchanged |
| 40 | IGRO | Ishares Intl Div Growth ETF | -0.1% | — | Unchanged |
| 41 | ESML | Ishares Esg Aware Msci USA S | -0.1% | — | Unchanged |
| 42 | VSGX | Vanguard Esg Intl Stock ETF | -0.2% | +0.38% | Add |
| 43 | WOMN | Impact Shares Women's Empowe | -0.3% | +0.25% | Add |
| 44 | XMHQ | Invesco S&p Midcap Qual ETF | -0.3% | -22.86% | Trim |
| 45 | VOO | Vanguard S&p 500 ETF | -0.5% | -4.13% | Trim |
| 46 | AGG | Ishares Core U.s. Aggregate | -0.9% | -63.63% | Trim |
| 47 | EAGG | Ishares Esg Aware US Aggrega | -1.1% | -6.94% | Trim |
| 48 | IEFA | Ishares Core Msci Eafe ETF | -1.5% | -46.81% | Trim |
| 49 | ESGV | Vanguard Esg US Stock ETF | -1.8% | -23.63% | Trim |
| 50 | ✓ | Investment Managers Ser Tr I | -2.1% | EXIT | Sold out |
According to official SEC Form 13F filings, Westfuller Advisors, LLC reported a total U.S. public equity portfolio value of $175.4M across 114 disclosed positions in Q2 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, VSGX, VOO) accounted for 32.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
CHGX
市值: $3.4M
Top Position Liquidated / Trimmed
INVESTMENT MANAGERS SER TR I
前期市值: $3.1M
During Q2 2025, Westfuller Advisors, LLC's top holdings by market value included SGOV (14.2%)、VSGX (4.8%)、VOO (4.8%). The largest single position, SGOV, represented 14.2% of total portfolio value.
In Q2 2025, Westfuller Advisors, LLC made 47 total portfolio adjustments, initiating 17 new buys, adding to 19 positions, trimming 10 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.
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