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CIK: 0002024115
Total reported value
—
$221.1M
756 檔
25.4%
During the Q1 2026 filing period, Westfuller Advisors, LLC (CIK: 0002024115) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $221.1M across 756 reported positions.
In Q1 2026, Westfuller Advisors, LLC adopted a defensive or profit-taking posture, trimming 98 positions and completely liquidating 20 holdings to manage risk exposure.
Showing top 200 holdings (of 756 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 10.39% | — | -4.62% | |
| 2 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.73% | — | +36.33% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.63% | — | +0.98% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.27% | — | +4.49% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.21% | — | -4.08% | |
| 6 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 3.04% | — | +0.64% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.54% | — | +5.89% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.49% | — | -5.03% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.14% | — | +36.23% | |
| 10 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 2.00% | — | -22.57% | |
| 11 | GLD | Spdr Gold Shares | ETF-Commodities | 1.76% | — | -7.59% | |
| 12 | CMF | Ishares California Muni Bond | ETF-Other | 1.69% | — | +5.57% | |
| 13 | WOMN | Impact Shares Women's Empowe | ETF-Other | 1.48% | — | +0.32% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.41% | — | +18.21% | |
| 15 | CHGX | Stance Sustainable Beta ETF | ETF-Other | 1.29% | — | +2.47% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.27% | — | +0.12% | |
| 17 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.25% | — | -46.15% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.25% | — | +0.02% | |
| 19 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.20% | — | -3.68% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.20% | — | -15.29% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.20% | — | -10.81% | |
| 22 | JSTC | Adasina Social Justice Glb | ETF-Other | 1.17% | — | +3.92% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.15% | — | -16.30% | |
| 24 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 1.05% | — | — | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 1.02% | — | +0.47% | |
| 26 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.00% | — | -39.78% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.98% | — | +12.11% | |
| 28 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.97% | — | -4.39% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.97% | — | -9.65% | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.88% | — | +2.69% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.87% | — | -0.74% | |
| 32 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.86% | — | -22.53% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.86% | — | -5.42% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.85% | — | +10.23% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.78% | — | -0.12% | |
| 36 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 0.75% | — | -6.87% | |
| 37 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.72% | — | -1.99% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.72% | — | +3.68% | |
| 39 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.71% | — | +0.07% | |
| 40 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 0.71% | — | +61.52% | |
| 41 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.68% | — | -10.51% | |
| 42 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.66% | — | -3.31% | |
| 43 | LRCX | Lam Research CORP | Stock-Tech | 0.63% | — | +5.70% | |
| 44 | ERET | Ishares Env Aware Re Estate | ETF-Other | 0.63% | — | +116.24% | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.62% | — | +62.29% | |
| 46 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.61% | — | +0.28% | |
| 47 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.59% | — | -57.96% | |
| 48 | NACP | Impact Shares Naacp Minority | ETF-Other | 0.55% | — | — | |
| 49 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.54% | — | +51.26% | |
| 50 | UNP | Union Pacific CORP | Stock-Industrials | 0.53% | — | -13.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOVT | Ishares US Treasury Bond ETF | +1.2% | +36.33% | Add |
| 2 | AGG | Ishares Core U.s. Aggregate | +0.7% | +36.23% | Add |
| 3 | IBM | Intl Business Machines CORP | +0.4% | +534.82% | Add |
| 4 | ERET | Ishares Env Aware Re Estate | +0.4% | +116.24% | Add |
| 5 | IAUM | Ishares Gold Trust Micro | +0.3% | +61.52% | Add |
| 6 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +5.89% | Add |
| 7 | VEU | Vanguard Ftse All-world Ex-u | +0.3% | +62.29% | Add |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.2% | +18.21% | Add |
| 9 | ED | Consolidated Edison Inc | +0.2% | +1611.23% | Add |
| 10 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | -4.62% | Trim |
| 11 | VXF | Vanguard Extended Market ETF | +0.2% | +51.26% | Add |
| 12 | LRCX | Lam Research CORP | +0.2% | +5.70% | Add |
| 13 | CMF | Ishares California Muni Bond | +0.2% | +5.57% | Add |
| 14 | SPEM | State Street Sp Ptf Em ETF | +0.2% | +134.78% | Add |
| 15 | JNJ | Johnson & Johnson | +0.2% | -0.12% | Trim |
| 16 | NVDA | Nvidia CORP | +0.1% | +4.49% | Add |
| 17 | T | At&t Inc | +0.1% | +1253.22% | Add |
| 18 | VOO | Vanguard S&p 500 ETF | +0.1% | +0.98% | Add |
| 19 | SUSB | Ishares Esg Aware 1-5 Year U | +0.1% | +28.46% | Add |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +10.23% | Add |
| 21 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +3.68% | Add |
| 22 | VXUS | Vanguard Total Intl Stock | +0.1% | +2.69% | Add |
| 23 | CHGX | Stance Sustainable Beta ETF | +0.1% | +2.47% | Add |
| 24 | HON | Honeywell International Inc | +0.1% | +14.65% | Add |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | +12.11% | Add |
| 26 | EFA | Ishares Msci Eafe ETF | +0.1% | +54.96% | Add |
| 27 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | +10.18% | Add |
| 28 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +8.42% | Add |
| 29 | EQIX | Equinix Inc | +0.1% | +323.53% | Add |
| 30 | WDC | Western Digital CORP | +0.1% | +125.50% | Add |
| 31 | GEV | GE Vernova Inc | +0.1% | +201.92% | Add |
| 32 | VTWO | Vanguard Russell 2000 ETF | +0.1% | +15.07% | Add |
| 33 | VEA | Vanguard Ftse Developed ETF | +0.1% | +16.70% | Add |
| 34 | VNQ | Vanguard Real Estate ETF | +0.1% | +8.85% | Add |
| 35 | PEP | Pepsico Inc | +0.1% | -0.69% | Trim |
| 36 | COST | Costco Wholesale CORP | +0.1% | -8.88% | Trim |
| 37 | NUEM | Nuveen Esg Emerging Markets | +0.1% | +0.72% | Add |
| 38 | VZ | Verizon Communications Inc | 0% | +86.81% | Add |
| 39 | CVX | Chevron CORP | 0% | +40.66% | Add |
| 40 | LYB | LyondellBasell Industries N.V. | 0% | +1.01% | Add |
| 41 | WOMN | Impact Shares Women's Empowe | 0% | +0.32% | Add |
| 42 | DGRO | Ishares Core Dividend Growth | 0% | -4.39% | Trim |
| 43 | PBR | Petroleo Brasileiro-spon Adr | 0% | +0.10% | Add |
| 44 | SNDK | Sandisk CORP | 0% | +3.17% | Add |
| 45 | MRK | Merck & Co. Inc. | 0% | +1.80% | Add |
| 46 | TSM | Taiwan Semiconductor-sp Adr | 0% | -0.07% | Trim |
| 47 | CAH | Cardinal Health Inc | 0% | +25.82% | Add |
| 48 | AMAT | Applied Materials Inc | 0% | -15.38% | Trim |
| 49 | TPC | Tutor Perini CORP | 0% | — | Unchanged |
| 50 | JQUA | Jpmorgan US Quality Factor | 0% | +0.28% | Add |
According to official SEC Form 13F filings, Westfuller Advisors, LLC reported a total U.S. public equity portfolio value of $221.1M across 756 disclosed positions in Q1 2026.
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, GOVT, VOO) accounted for 25.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
ETHO
市值: $133.9K
Top Position Liquidated / Trimmed
SHV
前期市值: $964.4K
During Q1 2026, Westfuller Advisors, LLC's top holdings by market value included SGOV (10.4%)、GOVT (3.7%)、VOO (3.6%). The largest single position, SGOV, represented 10.4% of total portfolio value.
In Q1 2026, Westfuller Advisors, LLC made 188 total portfolio adjustments, initiating 8 new buys, adding to 62 positions, trimming 98 holdings, and fully liquidating 20 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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