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CIK: 0002024115
Total reported value
—
$207.9M
760 檔
19.0%
As reported in its official Q3 2025 Form 13F filing, Westfuller Advisors, LLC's tracked investment portfolio stood at $207.9M with 760 total positions.
In Q3 2025, Westfuller Advisors, LLC displayed an active expansion posture, initiating 24 new positions and adding to 19 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 760 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 4.22% | — | -62.64% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.83% | — | -6.23% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.56% | — | +46.51% | |
| 4 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 3.17% | — | +0.96% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.13% | — | +11.60% | |
| 6 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.79% | — | +115.75% | |
| 7 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 2.73% | — | -32.21% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.71% | — | +33.80% | |
| 9 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 2.58% | — | -36.99% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.05% | — | +65.09% | |
| 11 | GLD | Spdr Gold Shares | ETF-Commodities | 1.76% | — | +9.99% | |
| 12 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.75% | — | -49.96% | |
| 13 | CMF | Ishares California Muni Bond | ETF-Other | 1.68% | — | +0.52% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.62% | — | +75.43% | |
| 15 | WOMN | Impact Shares Women's Empowe | ETF-Other | 1.60% | — | +0.24% | |
| 16 | CHGX | Stance Sustainable Beta ETF | ETF-Other | 1.50% | — | -7.21% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.49% | — | +2.99% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.49% | — | +6.39% | |
| 19 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.44% | — | -2.84% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.41% | — | +110.54% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.25% | — | +124.46% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.24% | — | +287.48% | |
| 23 | JSTC | Adasina Social Justice Glb | ETF-Other | 1.23% | — | +115.24% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 1.14% | — | +873.88% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.13% | — | +59.62% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.10% | — | +47.50% | |
| 27 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 1.08% | — | — | |
| 28 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.03% | — | +0.55% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.97% | — | +47.69% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.93% | — | +0.14% | |
| 31 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.88% | — | -11.35% | |
| 32 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.84% | — | +0.49% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.82% | — | +13.85% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.81% | — | +46.01% | |
| 35 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 0.80% | — | -3.43% | |
| 36 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.74% | — | -10.73% | |
| 37 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.73% | — | +3.53% | |
| 38 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.73% | — | +79.38% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.69% | — | -15.94% | |
| 40 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.69% | — | +26.07% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.63% | — | +107.82% | |
| 42 | UNP | Union Pacific CORP | Stock-Industrials | 0.62% | — | +64.52% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | — | +75.53% | |
| 44 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 0.57% | — | +45.54% | |
| 45 | NACP | Impact Shares Naacp Minority | ETF-Other | 0.57% | — | — | |
| 46 | LRCX | Lam Research CORP | Stock-Tech | 0.56% | — | +1.94% | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.50% | — | +55.97% | |
| 48 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 0.49% | — | +2.33% | |
| 49 | AXP | American Express Co | Stock-Financials | 0.48% | — | +136.50% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.48% | — | +57.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +2.5% | +11.60% | Add |
| 2 | GOVT | Ishares US Treasury Bond ETF | +0.9% | +115.75% | Add |
| 3 | NVDA | Nvidia CORP | +0.9% | +33.80% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.8% | +124.46% | Add |
| 5 | MSFT | Microsoft CORP | +0.8% | +75.43% | Add |
| 6 | LLY | Eli Lilly & Co | +0.6% | +46.01% | Add |
| 7 | AAPL | Apple Inc | +0.6% | +46.51% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.5% | +59.62% | Add |
| 9 | JSTC | Adasina Social Justice Glb | +0.5% | +115.24% | Add |
| 10 | META | Meta Platforms Inc-class A | +0.4% | +75.53% | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | +47.69% | Add |
| 12 | COST | Costco Wholesale CORP | +0.2% | +57.73% | Add |
| 13 | LRCX | Lam Research CORP | +0.1% | +1.94% | Add |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.1% | +47.50% | Add |
| 15 | GLD | Spdr Gold Shares | +0.1% | +9.99% | Add |
| 16 | IAUM | Ishares Gold Trust Micro | 0% | +45.54% | Add |
| 17 | AGG | Ishares Core U.s. Aggregate | 0% | +287.48% | Add |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +13.85% | Add |
| 19 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | +2.99% | Add |
| 20 | VOO | Vanguard S&p 500 ETF | -1.4% | -6.23% | Trim |
| 21 | VSGX | Vanguard Esg Intl Stock ETF | -2.3% | -32.21% | Trim |
| 22 | EAGG | Ishares Esg Aware US Aggrega | -3.7% | -49.96% | Trim |
| 23 | ESGV | Vanguard Esg US Stock ETF | -3.9% | -36.99% | Trim |
| 24 | SGOV | Ishares 0-3 Month Treasury B | -7.5% | -62.64% | Trim |
| 25 | CHGX | Stance Sustainable Beta ETF | — | NEW | New buy |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 27 | ✓ | Investment Managers Ser Tr I | — | EXIT | Sold out |
| 28 | AVGO | Broadcom Inc | — | NEW | New buy |
| 29 | ESML | Ishares Esg Aware Msci USA S | — | EXIT | Sold out |
| 30 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 31 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 32 | UNP | Union Pacific CORP | — | NEW | New buy |
| 33 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 34 | AXP | American Express Co | — | NEW | New buy |
| 35 | SBUX | Starbucks CORP | — | NEW | New buy |
| 36 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 37 | PEP | Pepsico Inc | — | NEW | New buy |
| 38 | MA | Mastercard Inc - A | — | NEW | New buy |
| 39 | BNY | Bank Of New York Mellon CORP | — | NEW | New buy |
| 40 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 41 | ERET | Ishares Env Aware Re Estate | — | NEW | New buy |
| 42 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 43 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 44 | HD | Home Depot Inc | — | NEW | New buy |
| 45 | HON | Honeywell International Inc | — | NEW | New buy |
| 46 | PYPL | Paypal Holdings Inc | — | NEW | New buy |
| 47 | NXPI | NXP Semiconductors N.V. | — | NEW | New buy |
| 48 | ZS | Zscaler Inc | — | NEW | New buy |
| 49 | NOW | Servicenow Inc | — | NEW | New buy |
| 50 | NFLX | Netflix Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Westfuller Advisors, LLC reported a total U.S. public equity portfolio value of $207.9M across 760 disclosed positions in Q3 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, VOO, AAPL) accounted for 19.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
CHGX
市值: $3.3M
Top Position Liquidated / Trimmed
INVESTMENT MANAGERS SER TR I
前期市值: $3.1M
During Q3 2025, Westfuller Advisors, LLC's top holdings by market value included SGOV (4.2%)、VOO (3.8%)、AAPL (3.6%). The largest single position, SGOV, represented 4.2% of total portfolio value.
In Q3 2025, Westfuller Advisors, LLC made 50 total portfolio adjustments, initiating 24 new buys, adding to 19 positions, trimming 5 holdings, and fully liquidating 2 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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