WA

Westfuller Advisors, LLC

Diversified strategyMomentum followerSector-focused

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%.

Personality snowflake

Concentration
9.26
Portfolio Stability
18.26
Momentum/Contrarian
100
Sector conviction
71.62
Diversification
100
Sizing Uniformity
59.36

Recent moves

  • 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

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 756 holdings (of 761 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1SGOVIshares 0-3 Month Treasury BETF-Gov Bonds10.39%+0.21%-4.62%
2GOVTIshares US Treasury Bond ETFETF-Gov Bonds3.73%+1.15%+36.33%
3VOOVanguard S&p 500 ETFETF-Large Cap & Growth3.63%+0.10%+0.98%
4NVDANvidia CORPStock-Tech3.27%—+4.49%
5AAPLApple INCStock-Tech3.21%-0.15%-4.08%
6NUBDNuveen Esg US Aggregate BondETF-Other3.04%—+0.64%
7IEFAIshares Core Msci Eafe ETFETF-Other2.54%+0.32%+5.89%
8AMZNAmazon.com INCStock-Consumer Disc2.49%-0.23%-5.03%
9AGGIshares Core U.s. AggregateETF-Other2.14%+0.66%+36.23%
10VSGXVanguard Esg Intl Stock ETFETF-Other2.00%-0.41%-22.57%
11GLDSpdr Gold SharesETF-Commodities1.76%—-7.59%
12CMFIshares California Muni BondETF-Other1.69%—+5.57%
13WOMNImpact Shares Women's EmpoweETF-Other1.48%—+0.32%
14IVVIshares Core S&p 500 ETFETF-Large Cap & Growth1.41%+0.24%+18.21%
15CHGXStance Sustainable Beta ETFETF-Other1.29%—+2.47%
16GOOGLAlphabet Inc-cl AStock-Comm Services1.27%-0.03%+0.12%
17ESGVVanguard Esg US Stock ETFETF-Other1.25%-1.10%-46.15%
18BRK-BBerkshire Hathaway Inc-cl BStock-Other1.25%—+0.02%
19BIVVanguard Intermediate-term BETF-Other1.20%—-3.68%
20QQQInvesco Qqq Trust Series 1ETF-Tech1.20%-0.21%-15.29%
21BSVVanguard Short-term Bond ETFETF-Other1.20%-0.07%-10.81%
22JSTCAdasina Social Justice GlbETF-Other1.17%—+3.92%
23GOOGAlphabet Inc-cl CStock-Comm Services1.15%-0.26%-16.30%
24DMXFIshares Esg Advanc Msci EafeETF-Other1.05%——
25AVGOBroadcom INCStock-Tech1.02%-0.04%+0.47%
26EAGGIshares Esg Aware US AggregaETF-Other1.00%-0.57%-39.78%
27JPMJpmorgan Chase & CoStock-Financials0.98%—+12.11%
28DGROIshares Core Dividend GrowthETF-Other0.97%—-4.39%
29MSFTMicrosoft CORPStock-Tech0.97%-0.34%-9.65%
30VXUSVanguard Total Intl StockETF-Other0.88%—+2.69%
31VTIVanguard Total Stock Mkt ETFETF-Other0.87%—-0.74%
32NYFIshares New York Muni Bond EETF-Other0.86%-0.19%-22.53%
33LLYEli Lilly & CoStock-Healthcare0.86%-0.13%-5.42%
34SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.85%—+10.23%
35JNJJohnson & JohnsonStock-Healthcare0.78%+0.16%-0.12%
36IGROIshares Intl Div Growth ETFETF-Other0.75%—-6.87%
37GSGoldman Sachs Group INCStock-Financials0.72%—-1.99%
38VYMVanguard High Dvd Yield ETFETF-Other0.72%—+3.68%
39NUSCNuveen Esg Small-cap ETFETF-Other0.71%—+0.07%
40IAUMIshares Gold Trust MicroETF-Commodities0.71%+0.33%+61.52%
41VMBSVanguard Mortgage-backed SecETF-Other0.68%-0.03%-10.51%
42XMHQInvesco S&p Midcap Qual ETFETF-Other0.66%—-3.31%
43LRCXLam Research CORPStock-Tech0.63%+0.18%+5.70%
44ERETIshares Env Aware Re EstateETF-Other0.63%+0.36%+116.24%
45VEUVanguard Ftse All-world Ex-uETF-Other0.62%+0.27%+62.29%
46JQUAJpmorgan US Quality FactorETF-Other0.61%—+0.28%
47VBILVanguard 0-3m T-bill ETFETF-Other0.59%-0.72%-57.96%
48NACPImpact Shares Naacp MinorityETF-Other0.55%——
49VXFVanguard Extended Market ETFETF-Other0.54%+0.20%+51.26%
50UNPUnion Pacific CORPStock-Industrials0.53%—-13.02%
1–50 of 756

Holding changes this quarter

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%.

Position changes disclosed by Westfuller Advisors, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1GOVTIshares US Treasury Bond ETF+1.2%+36.33%Add
2AGGIshares Core U.s. Aggregate+0.7%+36.23%Add
3IBMIntl Business Machines CORP+0.4%+534.82%Add
4ERETIshares Env Aware Re Estate+0.4%+116.24%Add
5IAUMIshares Gold Trust Micro+0.3%+61.52%Add
6IEFAIshares Core Msci Eafe ETF+0.3%+5.89%Add
7VEUVanguard Ftse All-world Ex-u+0.3%+62.29%Add
8IVVIshares Core S&p 500 ETF+0.2%+18.21%Add
9EDConsolidated Edison INC+0.2%+1611.23%Add
10SGOVIshares 0-3 Month Treasury B+0.2%-4.62%Trim
11VXFVanguard Extended Market ETF+0.2%+51.26%Add
12LRCXLam Research CORP+0.2%+5.70%Add
13SPEMState Street Sp Ptf Em ETF+0.2%+134.78%Add
14JNJJohnson & Johnson+0.2%-0.12%Trim
15TAt&t INC+0.1%+1253.22%Add
16VOOVanguard S&p 500 ETF+0.1%+0.98%Add
17SUSBIshares Esg Aware 1-5 Year U+0.1%+28.46%Add
18GOOGLAlphabet Inc-cl A0%+0.12%Add
19VMBSVanguard Mortgage-backed Sec0%-10.51%Trim
20AVGOBroadcom INC0%+0.47%Add
21AXPAmerican Express Co-0.1%+0.45%Add
22DISWalt Disney Co/the-0.1%-1.25%Trim
23BSVVanguard Short-term Bond ETF-0.1%-10.81%Trim
24ECLEcolab INC-0.1%-47.55%Trim
25TIPIshares Tips Bond ETF-0.1%-33.45%Trim
26ADPAutomatic Data Processing-0.1%-49.02%Trim
27TJXTjx Companies INC-0.1%-55.33%Trim
28NOWServicenow INC-0.1%-31.22%Trim
29MELIMercadolibre INC-0.1%-73.28%Trim
30NVSNovartis Ag-sponsored Adr-0.1%-90.42%Trim
31ADIAnalog Devices INC-0.1%-83.50%Trim
32ABBVAbbvie INC-0.1%-63.24%Trim
33ZSZscaler INC-0.1%-54.03%Trim
34BGRNIshares Usd Green Bond ETF-0.1%-69.98%Trim
35LLYEli Lilly & Co-0.1%-5.42%Trim
36AAPLApple INC-0.2%-4.08%Trim
37NYFIshares New York Muni Bond E-0.2%-22.53%Trim
38VVisa Inc-class A Shares-0.2%-43.99%Trim
39QQQInvesco Qqq Trust Series 1-0.2%-15.29%Trim
40AMZNAmazon.com INC-0.2%-5.03%Trim
41GOOGAlphabet Inc-cl C-0.3%-16.30%Trim
42MSFTMicrosoft CORP-0.3%-9.65%Trim
43VSGXVanguard Esg Intl Stock ETF-0.4%-22.57%Trim
44EAGGIshares Esg Aware US Aggrega-0.6%-39.78%Trim
45VBILVanguard 0-3m T-bill ETF-0.7%-57.96%Trim
46ESGVVanguard Esg US Stock ETF-1.1%-46.15%Trim
47SHVIshares 0-1 Year Treasury Bo—EXITSold out
48IEFIshares 7-10 Year Treasury B—EXITSold out
49IEIIshares 3-7 Year Treasury Bo—EXITSold out
50AZNNAstrazeneca Plc-spons Adr—EXITSold out

FAQ

What is Westfuller Advisors, LLC and what type of investor is it?
Westfuller Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $231.7M, spread across 761 disclosed positions.
What are Westfuller Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Westfuller Advisors, LLC's top holdings by market value are: 1. Ishares 0-3 Month Treasury B (SGOV) — $24.1M (10.4%) 2. Ishares US Treasury Bond ETF (GOVT) — $8.6M (3.7%) 3. Vanguard S&p 500 ETF (VOO) — $8.4M (3.6%) 4. Nvidia CORP (NVDA) — $7.6M (3.3%) 5. Apple INC (AAPL) — $7.4M (3.2%)
What changes did Westfuller Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, Westfuller Advisors, LLC made 50 notable position adjustments: 0 new positions were initiated, 18 existing holdings were added to, 28 positions were partially reduced, and 4 were completely exited. The largest of these moves: 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%
What sectors does Westfuller Advisors, LLC focus on?
Westfuller Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 41.0% • Financials: 15.6% • Communication Services: 13.7% • Consumer Discretionary: 12.2% • Health Care: 9.8% • Industrials: 3.7%