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CIK: 0002024115
Total reported value
—
$234.5M
765 檔
24.3%
At the close of Q4 2025, Westfuller Advisors, LLC disclosed equity holdings valued at approximately $234.5M, spread across 765 reported holdings.
Westfuller Advisors, LLC executed strategic sector rebalancing during Q4 2025, establishing 6 new positions while fully exiting 1 holdings and trimming 22 positions.
Showing top 200 holdings (of 765 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 10.18% | — | +171.69% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.53% | — | +1.35% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.36% | — | -0.60% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.14% | — | +30.23% | |
| 5 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 2.85% | — | +1.33% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.72% | — | -6.96% | |
| 7 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.58% | — | +4.34% | |
| 8 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 2.41% | — | -3.72% | |
| 9 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 2.35% | — | +0.36% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.22% | — | +19.01% | |
| 11 | GLD | Spdr Gold Shares | ETF-Commodities | 1.65% | — | -5.75% | |
| 12 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.57% | — | +0.70% | |
| 13 | CMF | Ishares California Muni Bond | ETF-Other | 1.52% | — | +0.96% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.48% | — | +35.02% | |
| 15 | WOMN | Impact Shares Women's Empowe | ETF-Other | 1.45% | — | +0.04% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.41% | — | +4.50% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.41% | — | -1.40% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.31% | — | -2.61% | |
| 19 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 1.31% | — | — | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.30% | — | +0.07% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.27% | — | -4.15% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.23% | — | -2.02% | |
| 23 | CHGX | Stance Sustainable Beta ETF | ETF-Other | 1.20% | — | -9.62% | |
| 24 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.18% | — | -7.93% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.17% | — | +16.50% | |
| 26 | JSTC | Adasina Social Justice Glb | ETF-Other | 1.10% | — | +0.75% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 1.06% | — | -0.24% | |
| 28 | NYF | Ishares New York Muni Bond E | ETF-Other | 1.05% | — | +213.96% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.99% | — | -1.55% | |
| 30 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.98% | — | +3.35% | |
| 31 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.94% | — | +0.65% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.90% | — | +1.98% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.86% | — | +1.46% | |
| 34 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.79% | — | +1.82% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.75% | — | +1.19% | |
| 36 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 0.74% | — | +0.61% | |
| 37 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.71% | — | -9.20% | |
| 38 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.71% | — | — | |
| 39 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.66% | — | +1.02% | |
| 40 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.63% | — | +6.11% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.63% | — | +0.10% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.62% | — | +0.04% | |
| 43 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.58% | — | -11.88% | |
| 44 | UNP | Union Pacific CORP | Stock-Industrials | 0.54% | — | -0.22% | |
| 45 | NACP | Impact Shares Naacp Minority | ETF-Other | 0.52% | — | — | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | — | +0.40% | |
| 47 | AXP | American Express Co | Stock-Financials | 0.46% | — | -2.95% | |
| 48 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 0.45% | — | +3.59% | |
| 49 | LRCX | Lam Research CORP | Stock-Tech | 0.45% | — | -29.30% | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.44% | — | -1.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +6% | +171.69% | Add |
| 2 | NYF | Ishares New York Muni Bond E | +0.7% | +213.96% | Add |
| 3 | NVDA | Nvidia CORP | +0.4% | +30.23% | Add |
| 4 | AGG | Ishares Core U.s. Aggregate | +0.2% | +35.02% | Add |
| 5 | LLY | Eli Lilly & Co | +0.2% | -1.55% | Trim |
| 6 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +19.01% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.07% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | -1.40% | Trim |
| 9 | IONQ | Ionq Inc | +0.1% | +4181.20% | Add |
| 10 | IVV | Ishares Core S&p 500 ETF | +0.1% | +16.50% | Add |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +799.42% | Add |
| 12 | ABBV | Abbvie Inc | +0.1% | +64.48% | Add |
| 13 | TSLA | Tesla Inc | 0% | +192.59% | Add |
| 14 | IWF | Ishares Russell 1000 Growth | 0% | +25.82% | Add |
| 15 | TMO | Thermo Fisher Scientific Inc | 0% | +0.52% | Add |
| 16 | JNJ | Johnson & Johnson | 0% | +0.04% | Add |
| 17 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 18 | MDLZ | Mondelez International Inc-a | -0.1% | -55.78% | Trim |
| 19 | ABT | Abbott Laboratories | -0.1% | -30.40% | Trim |
| 20 | ZS | Zscaler Inc | -0.1% | — | Unchanged |
| 21 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | +4.50% | Add |
| 22 | ADBE | Adobe Inc | -0.1% | -50.06% | Trim |
| 23 | NKE | Nike Inc -cl B | -0.1% | -69.51% | Trim |
| 24 | ROP | Roper Technologies Inc | -0.1% | -97.23% | Trim |
| 25 | GLD | Spdr Gold Shares | -0.1% | -5.75% | Trim |
| 26 | SPIB | Ss Spdr P Int C CORP ETF | -0.1% | -14.38% | Trim |
| 27 | LRCX | Lam Research CORP | -0.1% | -29.30% | Trim |
| 28 | SNPS | Synopsys Inc | -0.1% | -62.05% | Trim |
| 29 | STZ | Constellation Brands Inc-a | -0.1% | -96.83% | Trim |
| 30 | META | Meta Platforms Inc-class A | -0.1% | +0.40% | Add |
| 31 | VNQ | Vanguard Real Estate ETF | -0.1% | -19.05% | Trim |
| 32 | JQUA | Jpmorgan US Quality Factor | -0.2% | -11.88% | Trim |
| 33 | VMBS | Vanguard Mortgage-backed Sec | -0.2% | -9.20% | Trim |
| 34 | IAUM | Ishares Gold Trust Micro | -0.2% | -33.10% | Trim |
| 35 | AAPL | Apple Inc | -0.2% | -0.60% | Trim |
| 36 | GOVT | Ishares US Treasury Bond ETF | -0.2% | +4.34% | Add |
| 37 | BSV | Vanguard Short-term Bond ETF | -0.2% | -4.15% | Trim |
| 38 | ESGV | Vanguard Esg US Stock ETF | -0.2% | +0.36% | Add |
| 39 | BIV | Vanguard Intermediate-term B | -0.3% | -7.93% | Trim |
| 40 | CHGX | Stance Sustainable Beta ETF | -0.3% | -9.62% | Trim |
| 41 | MSFT | Microsoft CORP | -0.3% | -2.61% | Trim |
| 42 | VOO | Vanguard S&p 500 ETF | -0.3% | +1.35% | Add |
| 43 | AMZN | Amazon.com Inc | -0.4% | -6.96% | Trim |
| 44 | VBIL | Vanguard 0-3m T-bill ETF | — | NEW | New buy |
| 45 | CVLC | Calvert US L-c Cr Resp Index | — | NEW | New buy |
| 46 | USRT | Ishares Core US Reit ETF | — | NEW | New buy |
| 47 | UL | Unilever PLC | — | EXIT | Sold out |
| 48 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 49 | DNOW | Dnow Inc | — | NEW | New buy |
| 50 | QBTS | D-wave Quantum Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Westfuller Advisors, LLC reported a total U.S. public equity portfolio value of $234.5M across 765 disclosed positions in Q4 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 24.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
VBIL
市值: $3.2M
Top Position Liquidated / Trimmed
UL
前期市值: $145.9K
During Q4 2025, Westfuller Advisors, LLC's top holdings by market value included SGOV (10.2%)、VOO (3.5%)、AAPL (3.4%). The largest single position, SGOV, represented 10.2% of total portfolio value.
In Q4 2025, Westfuller Advisors, LLC made 48 total portfolio adjustments, initiating 6 new buys, adding to 19 positions, trimming 22 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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