CIK: 0002024115
Total reported value
$231.7M
Reporting period: 2026-03-31 · Number of holdings: 761
Westfuller Advisors, LLC disclosed 761 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $231.7M and a quarterly turnover rate of 18.3%.
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Westfuller Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.023 — mathematically equivalent to about 43 equally-sized positions, well below its 761 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 4.06), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 28% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add GOVT
+36.3% $2.3M
Trim ESGV
-46.2% -$2.9M
Trim VBIL
-58.0% -$1.9M
Add AGG
+36.2% $1.3M
Trim EAGG
-39.8% -$1.6M
Trim VSGX
-22.6% -$1.3M
Showing top 200 holdings (of 761 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% | +0.21% | -4.62% | |
| 2 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.73% | +1.15% | +36.33% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.63% | +0.10% | +0.98% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.27% | — | +4.49% | |
| 5 | AAPL | Apple INC | Stock-Tech | 3.21% | -0.15% | -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% | +0.32% | +5.89% | |
| 8 | AMZN | Amazon.com INC | Stock-Consumer Disc | 2.49% | -0.23% | -5.03% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.14% | +0.66% | +36.23% | |
| 10 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 2.00% | -0.41% | -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% | +0.24% | +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% | -0.03% | +0.12% | |
| 17 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.25% | -1.10% | -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% | -0.21% | -15.29% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.20% | -0.07% | -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% | -0.26% | -16.30% | |
| 24 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 1.05% | — | — | |
| 25 | AVGO | Broadcom INC | Stock-Tech | 1.02% | -0.04% | +0.47% | |
| 26 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.00% | -0.57% | -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% | -0.34% | -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% | -0.19% | -22.53% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.86% | -0.13% | -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% | +0.16% | -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% | +0.33% | +61.52% | |
| 41 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.68% | -0.03% | -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% | +0.18% | +5.70% | |
| 44 | ERET | Ishares Env Aware Re Estate | ETF-Other | 0.63% | +0.36% | +116.24% | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.62% | +0.27% | +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% | -0.72% | -57.96% | |
| 48 | NACP | Impact Shares Naacp Minority | ETF-Other | 0.55% | — | — | |
| 49 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.54% | +0.20% | +51.26% | |
| 50 | UNP | Union Pacific CORP | Stock-Industrials | 0.53% | — | -13.02% |
Performance for Q3 2026
+1.9%
Performance Last 4 Quarters
+18.7%
Based on 66% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 761 | $231.7M | 18 | |
| 2025-12-31 | 772 | $247.3M | 19 | |
| 2025-09-30 | 766 | $219.9M | 59 | |
| 2025-06-30 | 114 | $175.4M | 0 | |
| 2025-03-31 | 98 | $149.8M | 0 | |
| 2024-12-31 | 91 | $157.4M | 0 | |
| 2024-09-30 | 82 | $139.3M | 0 | |
| 2024-03-31 | 64 | $83.4M | 0 |
Westfuller Advisors, LLC's most significant position changes for 2026-03-31: Sold out: Ishares 0-1 Year Treasury Bo (SHV); Sold out: Ishares 7-10 Year Treasury B (IEF); Sold out: Ishares 3-7 Year Treasury Bo (IEI); Sold out: Astrazeneca Plc-spons Adr (AZNN); Add: Ishares US Treasury Bond ETF (GOVT) — shares +36.33%.
| # | 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 | SPEM | State Street Sp Ptf Em ETF | +0.2% | +134.78% | Add |
| 14 | JNJ | Johnson & Johnson | +0.2% | -0.12% | Trim |
| 15 | T | At&t INC | +0.1% | +1253.22% | Add |
| 16 | VOO | Vanguard S&p 500 ETF | +0.1% | +0.98% | Add |
| 17 | SUSB | Ishares Esg Aware 1-5 Year U | +0.1% | +28.46% | Add |
| 18 | GOOGL | Alphabet Inc-cl A | 0% | +0.12% | Add |
| 19 | VMBS | Vanguard Mortgage-backed Sec | 0% | -10.51% | Trim |
| 20 | AVGO | Broadcom INC | 0% | +0.47% | Add |
| 21 | AXP | American Express Co | -0.1% | +0.45% | Add |
| 22 | DIS | Walt Disney Co/the | -0.1% | -1.25% | Trim |
| 23 | BSV | Vanguard Short-term Bond ETF | -0.1% | -10.81% | Trim |
| 24 | ECL | Ecolab INC | -0.1% | -47.55% | Trim |
| 25 | TIP | Ishares Tips Bond ETF | -0.1% | -33.45% | Trim |
| 26 | ADP | Automatic Data Processing | -0.1% | -49.02% | Trim |
| 27 | TJX | Tjx Companies INC | -0.1% | -55.33% | Trim |
| 28 | NOW | Servicenow INC | -0.1% | -31.22% | Trim |
| 29 | MELI | Mercadolibre INC | -0.1% | -73.28% | Trim |
| 30 | NVS | Novartis Ag-sponsored Adr | -0.1% | -90.42% | Trim |
| 31 | ADI | Analog Devices INC | -0.1% | -83.50% | Trim |
| 32 | ABBV | Abbvie INC | -0.1% | -63.24% | Trim |
| 33 | ZS | Zscaler INC | -0.1% | -54.03% | Trim |
| 34 | BGRN | Ishares Usd Green Bond ETF | -0.1% | -69.98% | Trim |
| 35 | LLY | Eli Lilly & Co | -0.1% | -5.42% | Trim |
| 36 | AAPL | Apple INC | -0.2% | -4.08% | Trim |
| 37 | NYF | Ishares New York Muni Bond E | -0.2% | -22.53% | Trim |
| 38 | V | Visa Inc-class A Shares | -0.2% | -43.99% | Trim |
| 39 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | -15.29% | Trim |
| 40 | AMZN | Amazon.com INC | -0.2% | -5.03% | Trim |
| 41 | GOOG | Alphabet Inc-cl C | -0.3% | -16.30% | Trim |
| 42 | MSFT | Microsoft CORP | -0.3% | -9.65% | Trim |
| 43 | VSGX | Vanguard Esg Intl Stock ETF | -0.4% | -22.57% | Trim |
| 44 | EAGG | Ishares Esg Aware US Aggrega | -0.6% | -39.78% | Trim |
| 45 | VBIL | Vanguard 0-3m T-bill ETF | -0.7% | -57.96% | Trim |
| 46 | ESGV | Vanguard Esg US Stock ETF | -1.1% | -46.15% | Trim |
| 47 | SHV | Ishares 0-1 Year Treasury Bo | — | EXIT | Sold out |
| 48 | IEF | Ishares 7-10 Year Treasury B | — | EXIT | Sold out |
| 49 | IEI | Ishares 3-7 Year Treasury Bo | — | EXIT | Sold out |
| 50 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-28 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-21 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-30 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-11 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-25 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-20 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-07 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2025-02-20 | Amendment | View on EDGAR |
| 2024-03-31 | 2025-01-15 | 13F-HR | View on EDGAR |
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