Westfuller Advisors, LLC
Sector Allocation
- Other56.7%$155.7M
- Technology20.0%$54.9M
- Financials9.0%$24.8M
- Consumer Discretionary3.7%$10.2M
- Healthcare3.3%$9.2M
- Industrials2.4%$6.6M
- Consumer Staples1.4%$3.8M
- Communication Services1.1%$2.9M
- Materials0.9%$2.4M
- Utilities0.7%$2.0M
AUM History
13fpro.ai/research/fund/westfuller-advisors-llc-2024115
Conviction and streaks
Diversifying · top 10 = 30.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
SPY
$12.0M- ISHARES$10.0M
AAPL
$9.8M- VANGUARD$9.4M
NVDA
$8.8M- VANGUARD$7.7M
- NUSHARES$6.9M
AMZN
$6.8M- VANGUARD$6.6M
- ISHARES$6.4M
- ISHARES$6.2M
- VANGUARD$5.6M
- MORGAN$4.7M
GOOG
$4.7MGOOGL
$4.4M- ISHARES$4.3M
- ISHARES$4.0M
- ISHARES$3.8M
- TIDAL$3.6M
- ISHARES$3.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/westfuller-advisors-llc-2024115
Westfuller Advisors, LLC 13F holdings — Q2 2026
$274.7M portfolio (+18.6% QoQ) · 765 holdings · Q2 2026 13F · top 10 are 31% of the stock portfolio
$12.0M
4.4% of stocks
+435%This quarter+4.9%Since filed7+ qtrsHeld- 2
ISHARES TR - US TREAS BD ETF
$10.0M
3.6% of stocks
+16%This quarter—Since filed—HeldAIQuality—Est. buy— $9.8M
3.6% of stocks
+16%This quarter+1.7%Since filed7+ qtrsHeld- 4
VANGUARD INDEX FDS - S&P 500 ETF SHS
$9.4M
3.4% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— $8.8M
3.2% of stocks
+0.9%This quarter+13.7%Since filed7+ qtrsHeld- 6
VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW
$7.7M
2.8% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— - 7
NUSHARES ETF TR - NUVEEN ESG US
$6.9M
2.5% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— $6.8M
2.5% of stocks
+3%This quarter+9.9%Since filed7+ qtrsHeld- 9
VANGUARD WORLD FD - ESG INTL STK ETF
$6.6M
2.4% of stocks
+25%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - CORE MSCI EAFE
$6.4M
2.3% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $12.0M | 4.4% | +435% | +4.9% | 7+ qtrsAdded 6 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | ISHARES TR - US TREAS BD ETF | $10.0M | 3.6% | +16% | — | — | — | — | |
| 3 | $9.8M | 3.6% | +16% | +1.7% | 7+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $9.4M | 3.4% | -2% | — | — | — | — | |
| 5 | $8.8M | 3.2% | +0.9% | +13.7% | 7+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $7.7M | 2.8% | New | — | New this quarter | — | — | |
| 7 | NUSHARES ETF TR - NUVEEN ESG US | $6.9M | 2.5% | -1% | — | — | — | — | |
| 8 | $6.8M | 2.5% | +3% | +9.9% | 7+ qtrs | 67.5#361 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | VANGUARD WORLD FD - ESG INTL STK ETF | $6.6M | 2.4% | +25% | — | — | — | — | |
| 10 | ISHARES TR - CORE MSCI EAFE | $6.4M | 2.3% | +2% | — | — | — | — |
All holdings — Westfuller Advisors, LLC (Q2 2026)
765 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - CORE US AGGBD ETetf/fund | — | $6.2M | 2.3% | 63K | +25% | — | — | 13F |
| 12 | — | VANGUARD WORLD FD - ESG US STK ETFetf/fund | — | $5.6M | 2.0% | 42K | +62% | — | — | 13F |
| 13 | — | MORGAN STANLEY ETF TRUST - CALVERT US LARCPetf/fund | — | $4.7M | 1.7% | 50K | +574% | — | — | 13F |
| 14 | Alphabet Inc. | Technology | $4.7M | 1.7% | 13K | +44% | 7+ qtrs | 77.7 | 13F | |
| 15 | Alphabet Inc. | Technology | $4.4M | 1.6% | 12K | +19% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | ISHARES TR - ESG AWR US AGRGTetf/fund | — | $4.3M | 1.6% | 91K | +87% | — | — | 13F |
| 17 | — | ISHARES TR - CALIF MUN BD ETFetf/fund | — | $4.0M | 1.5% | 70K | +0.7% | — | — | 13F |
| 18 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $3.8M | 1.4% | 5,103 | +2% | — | — | 13F |
| 19 | — | TIDAL TRUST III - IMPA SHS WOM ETFetf/fund | — | $3.6M | 1.3% | 85K | -2% | — | — | 13F |
| 20 | — | ISHARES TR - EAFE GRWTH ETFetf/fund | — | $3.5M | 1.3% | 28K | +755% | — | — | 13F |
| 21 | — | EA SERIES TRUST - STAN SU BETA ETFetf/fund | — | $3.5M | 1.3% | 105K | -6% | — | — | 13F |
| 22 | SPDR GOLD TRUSTetf/fund | Financials | $3.4M | 1.3% | 9,354 | -1% | 7+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | MICROSOFT CORP | Technology | $3.4M | 1.2% | 9,159 | +51% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | TIDAL TRUST I - ADASINA SOCIAL | — | $3.4M | 1.2% | 148K | +7% | — | — | 13F |
| 25 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $3.4M | 1.2% | 4,590 | -5% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $JPM | JPMORGAN CHASE & CO | Financials | $3.4M | 1.2% | 10K | +33% | |||
| 27 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $3.2M | 1.2% | 6,385 | +6% | |||
| 28 | $AVGO | Broadcom Inc. | Technology | $2.9M | 1.1% | 7,743 | +2% | |||
| 29 | $META | Meta Platforms, Inc. | Technology | $2.8M | 1.0% | 36K | +3% | |||
| 30 | $LRCX | LAM RESEARCH CORP | Technology | $2.8M | 1.0% | 6,468 | -5% | |||
| 31 | — | VANGUARD BD INDEX FDS - INTERMED TERM | — | $2.7M | 1.0% | 35K | -2% | |||
| 32 | — | ISHARES TR - ESG EAFE ETF | — | $2.7M | 1.0% | 32K | -0.8% | |||
| 33 | $JNJ | JOHNSON & JOHNSON | Healthcare | $2.6M | 1.0% | 10K | +40% | |||
| 34 | $NU | Nu Holdings Ltd. | Financials | $2.6M | 0.9% | 50K | +37% | |||
| 35 | $LLY | ELI LILLY & Co | Healthcare | $2.5M | 0.9% | 2,096 | -3% | |||
| 36 | — | ISHARES TR - CORE DIV GRWTH | — | $2.5M | 0.9% | 33K | +3% | |||
| 37 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $2.3M | 0.8% | 6,290 | +0.3% | |||
| 38 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $2.3M | 0.8% | 27K | +0.4% | |||
| 39 | — | ISHARES TR - ENVIR AWR RL EST | — | $2.1M | 0.8% | 71K | +32% | |||
| 40 | $GS | GOLDMAN SACHS GROUP INC | Financials | $2.0M | 0.7% | 1,971 | +0.1% | |||
| 41 | — | ISHARES TR - INTL DIV GRWTH | — | $1.8M | 0.7% | 21K | +1% | |||
| 42 | $IAUM | iShares Gold Trust Micro | Financials | $1.8M | 0.7% | 45K | +27% | |||
| 43 | $PANW | Palo Alto Networks Inc | Technology | $1.8M | 0.6% | 5,158 | +4% | |||
| 44 | — | ISHARES TR - NEW YORK MUN ETF | — | $1.7M | 0.6% | 32K | -14% | |||
| 45 | — | TIDAL TRUST III - NAACP MINO ETF | — | $1.7M | 0.6% | 28K | +6% | |||
| 46 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | — | $1.7M | 0.6% | 23K | +0.3% | |||
| 47 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $1.6M | 0.6% | 19K | -0.5% | |||
| 48 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | — | $1.6M | 0.6% | 34K | -0.1% | |||
| 49 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $1.5M | 0.6% | 9,594 | -15% | |||
| 50 | $UNP | UNION PACIFIC CORP | Industrials | $1.5M | 0.6% | 5,514 | +9% | |||
| 51 | $IVZ | Invesco Ltd. | Financials | $1.4M | 0.5% | 13K | -14% | |||
| 52 | — | NUSHARES ETF TR - NUVEEN ESG EMRGN | — | $1.3M | 0.5% | 32K | -0.5% | |||
| 53 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | — | $1.3M | 0.5% | 5,444 | -10% | |||
| 54 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.3M | 0.5% | 4,702 | +0.4% | |||
| 55 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.2M | 0.4% | 1,292 | +27% | |||
| 56 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $1.2M | 0.4% | 12K | +5% | |||
| 57 | — | ISHARES TR - RUSSELL 2000 ETF | — | $1.2M | 0.4% | 3,952 | +31% | |||
| 58 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $1.1M | 0.4% | 23K | +0.7% | |||
| 59 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $1.1M | 0.4% | 15K | +96% | |||
| 60 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.0M | 0.4% | 1,800 | +280% | |||
| 61 | $AXP | AMERICAN EXPRESS CO | Financials | $1.0M | 0.4% | 3,069 | -1% | |||
| 62 | $META | Meta Platforms, Inc. | Technology | $988K | 0.4% | 1,755 | +0.9% | |||
| 63 | $DIS | Walt Disney Co | Communication Services | $946K | 0.3% | 9,754 | +5% | |||
| 64 | $PEP | PEPSICO INC | Consumer Staples | $901K | 0.3% | 6,654 | +8% | |||
| 65 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $901K | 0.3% | 9,339 | -3% | |||
| 66 | — | SPDR SERIES TRUST - ST INTER BD ETF | — | $896K | 0.3% | 27K | -5% | |||
| 67 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | — | $864K | 0.3% | 7,119 | +1% | |||
| 68 | — | NUSHARES ETF TR - NUVEEN ESG LRGCP | — | $822K | 0.3% | 7,019 | — | |||
| 69 | $BNY | Bank of New York Mellon Corp | Financials | $774K | 0.3% | 5,350 | -7% | |||
| 70 | — | ISHARES TR - ESG AWRE 1 5 YR | — | $746K | 0.3% | 30K | -20% | |||
| 71 | $V | VISA INC. | Financials | $745K | 0.3% | 2,172 | +46% | |||
| 72 | — | ISHARES TR - RUS 1000 GRW ETF | — | $722K | 0.3% | 5,818 | +300% | |||
| 73 | $CSCO | CISCO SYSTEMS, INC. | Technology | $717K | 0.3% | 6,106 | +6% | |||
| 74 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $694K | 0.3% | 1,451 | +0.8% | |||
| 75 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $690K | 0.3% | 1,374 | +2% | |||
| 76 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $687K | 0.3% | 950 | -11% | |||
| 77 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $684K | 0.3% | 13K | +4% | |||
| 78 | $MU | MICRON TECHNOLOGY INC | Technology | $624K | 0.2% | 540 | -0.7% | |||
| 79 | $WMG | Warner Music Group Corp. | Communication Services | $622K | 0.2% | 23K | — | |||
| 80 | — | PROSHARES TR - S&P MDCP 400 DIV | — | $594K | 0.2% | 6,484 | +0.5% | |||
| 81 | — | ISHARES TR - U.S. TECH ETF | — | $588K | 0.2% | 2,330 | — | |||
| 82 | — | ISHARES TR - 20 YR TR BD ETF | — | $584K | 0.2% | 6,761 | +5% | |||
| 83 | $MA | Mastercard Inc | Financials | $581K | 0.2% | 1,131 | +4% | |||
| 84 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $534K | 0.2% | 6,203 | +500% | |||
| 85 | $ED | CONSOLIDATED EDISON INC | Utilities | $534K | 0.2% | 4,829 | +2% | |||
| 86 | $NXPI | NXP Semiconductors N.V. | Technology | $512K | 0.2% | 1,816 | — | |||
| 87 | $INTC | INTEL CORP | Technology | $499K | 0.2% | 3,576 | -13% | |||
| 88 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $483K | 0.2% | 1,370 | +0.7% | |||
| 89 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $481K | 0.2% | 8,051 | +62% | |||
| 90 | — | ISHARES TR - MSCI EAFE ETF | — | $453K | 0.2% | 4,362 | +3% | |||
| 91 | $ABBV | AbbVie Inc. | Healthcare | $415K | 0.1% | 1,648 | +203% | |||
| 92 | $WMT | Walmart Inc. | Consumer Staples | $402K | 0.1% | 3,554 | +2439% | |||
| 93 | $MRK | Merck & Co., Inc. | Healthcare | $390K | 0.1% | 3,016 | -1% | |||
| 94 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $379K | 0.1% | 1,204 | -2% | |||
| 95 | $BN | BROOKFIELD Corp /ON/ | Real Estate | $368K | 0.1% | 8,649 | +0.1% | |||
| 96 | $CCZ | COMCAST CORP | Communication Services | $367K | 0.1% | 15K | -2% | |||
| 97 | $KO | COCA COLA CO | Consumer Staples | $367K | 0.1% | 4,482 | +123% | |||
| 98 | $JBL | JABIL INC | Technology | $363K | 0.1% | 942 | New | |||
| 99 | $ETN | Eaton Corp plc | Industrials | $359K | 0.1% | 841 | -0.2% | |||
| 100 | $CB | Chubb Ltd | Financials | $358K | 0.1% | 1,049 | -1% | |||
| 101 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $353K | 0.1% | 1,566 | +124% | |||
| 102 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $352K | 0.1% | 5,963 | -21% | |||
| 103 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $337K | 0.1% | 6,653 | -2% | |||
| 104 | — | ISHARES TR - TIPS BD ETF | — | $331K | 0.1% | 3,025 | -25% | |||
| 105 | $PLD | Prologis, Inc. | Real Estate | $330K | 0.1% | 2,432 | +1% | |||
| 106 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $323K | 0.1% | 3,523 | -38% | |||
| 107 | $ALAB | Astera Labs, Inc. | Technology | $322K | 0.1% | 667 | — | |||
| 108 | — | ISHARES TR - RUS MID CAP ETF | — | $321K | 0.1% | 2,906 | New | |||
| 109 | $TPC | TUTOR PERINI CORP | Industrials | $318K | 0.1% | 3,834 | — | |||
| 110 | $AMGN | AMGEN INC | Healthcare | $312K | 0.1% | 861 | +231% | |||
| 111 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $312K | 0.1% | 1,317 | -23% | |||
| 112 | — | ISHARES TR - PFD AND INCM SEC | — | $311K | 0.1% | 10K | +0.0% | |||
| 113 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $308K | 0.1% | 1,376 | -46% | |||
| 114 | $HONA | Honeywell Aerospace Inc. | Industrials | $304K | 0.1% | 1,376 | New | |||
| 115 | $SNDK | Sandisk Corp | Technology | $298K | 0.1% | 131 | +0.8% | |||
| 116 | — | ISHARES TR - CUR HD EURZN ETF | — | $296K | 0.1% | 5,905 | — | |||
| 117 | $AU | AngloGold Ashanti PLC | Materials | $294K | 0.1% | 3,632 | — | |||
| 118 | $PCAR | PACCAR INC | Industrials | $293K | 0.1% | 2,441 | +3714% | |||
| 119 | — | ISHARES TR - EXPANDED TECH | — | $293K | 0.1% | 3,230 | — | |||
| 120 | — | VANGUARD WORLD FD - FINANCIALS ETF | — | $289K | 0.1% | 2,194 | -25% | |||
| 121 | $FTNT | Fortinet, Inc. | Technology | $283K | 0.1% | 1,841 | +7% | |||
| 122 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $272K | 0.1% | 1,468 | -11% | |||
| 123 | $PYPL | PayPal Holdings, Inc. | Financials | $272K | 0.1% | 6,294 | -1% | |||
| 124 | — | VANGUARD BD INDEX FDS - LONG TERM BOND | — | $267K | 0.1% | 3,870 | +5% | |||
| 125 | $RTX | RTX Corp | Industrials | $266K | 0.1% | 1,402 | +2% | |||
| 126 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $264K | 0.1% | 6,242 | +104% | |||
| 127 | — | AMPLIFY ETF TR - ETHO CLI LEA ETF | — | $263K | 0.1% | 3,264 | +61% | |||
| 128 | $SYK | STRYKER CORP | Healthcare | $261K | 0.1% | 826 | +3% | |||
| 129 | $ABT | ABBOTT LABORATORIES | Healthcare | $257K | 0.1% | 2,833 | +132% | |||
| 130 | — | BONDBLOXX ETF TRUST - BLOOMBERG SIX MN | — | $253K | 0.1% | 5,039 | New | |||
| 131 | $PAAS | PAN AMERICAN SILVER CORP | Materials | $253K | 0.1% | 5,653 | — | |||
| 132 | $WELL | WELLTOWER INC. | Real Estate | $241K | 0.1% | 1,060 | -1% | |||
| 133 | — | SPDR SERIES TRUST - ST STR SP600GRWO | — | $237K | 0.1% | 1,987 | New | |||
| 134 | — | ISHARES TR - CRE U S REIT ETF | — | $235K | 0.1% | 3,538 | +0.6% | |||
| 135 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $235K | 0.1% | 172 | -3% | |||
| 136 | $DE | DEERE & CO | Industrials | $229K | 0.1% | 360 | +227% | |||
| 137 | — | VANGUARD MUN BD FDS - INTERMEDIATE TRM | — | $228K | 0.1% | 2,255 | +0.8% | |||
| 138 | $HL | HECLA MINING CO/DE/ | Materials | $227K | 0.1% | 15K | — | |||
| 139 | $CMI | CUMMINS INC | Industrials | $224K | 0.1% | 315 | -6% | |||
| 140 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $222K | 0.1% | 559 | -5% | |||
| 141 | $ECL | ECOLAB INC. | Materials | $218K | 0.1% | 780 | -0.1% | |||
| 142 | $GLW | CORNING INC /NY | Materials | $215K | 0.1% | 841 | -0.2% | |||
| 143 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | — | $215K | 0.1% | 4,207 | New | |||
| 144 | $NFLX | NETFLIX INC | Communication Services | $211K | 0.1% | 2,950 | -15% | |||
| 145 | $TT | Trane Technologies plc | Technology | $210K | 0.1% | 427 | -4% | |||
| 146 | $BBVA | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | Financials | $209K | 0.1% | 8,320 | — | |||
| 147 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | — | $208K | 0.1% | 1,086 | +0.3% | |||
| 148 | $NEM | NEWMONT Corp /DE/ | Materials | $207K | 0.1% | 2,211 | — | |||
| 149 | $BE | Bloom Energy Corp | Technology | $205K | 0.1% | 677 | — | |||
| 150 | $AYI | ACUITY INC. (DE) | Technology | $203K | 0.1% | 538 | +148% |
What changed in Q2 2026
Against the previous quarter's 13F: 58 new, 262 added to, 209 trimmed, 50 sold out. Share-count changes; largest moves by dollar size first.
New positions (58)
$JBLJABIL INC$363K
first bought this quarter
- ISHARES TR - RUS MID CAP ETF$321K
first bought this quarter
$HONAHoneywell Aerospace Inc.$304K
first bought this quarter
- BONDBLOXX ETF TRUST - BLOOMBERG SIX MN$253K
first bought this quarter
- SPDR SERIES TRUST - ST STR SP600GRWO$237K
first bought this quarter
- J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL$215K
first bought this quarter
+52 more in the Excel export
Added to (262)
now $12.0M · held 7+ qtrs, 6 adds in a row
- MORGAN STANLEY ETF TRUST - CALVERT US LARCP+574%
now $4.7M
- ISHARES TR - EAFE GRWTH ETF+755%
now $3.5M
- VANGUARD WORLD FD - ESG US STK ETF+62%
now $5.6M
- ISHARES TR - ESG AWR US AGRGT+87%
now $4.3M
now $4.7M · held 7+ qtrs
+256 more in the Excel export
Trimmed (209)
- ISHARES TR - 1 3 YR TREAS BD-89%
now $52K
- ISHARES TR - NEW YORK MUN ETF-14%
now $1.7M
- VANGUARD WHITEHALL FDS - HIGH DIV YLD-15%
now $1.5M
$HONHONEYWELL INTERNATIONAL INC-46%
now $308K · held 4 qtrs
- EA SERIES TRUST - STAN SU BETA ETF-6%
now $3.5M
$IVZInvesco Ltd.-14%
now $1.4M · held 7+ qtrs, 2 trims in a row
+203 more in the Excel export
Holdings by quarter
Every 13F Westfuller Advisors, LLC has filed, 8 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Jul 29, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Westfuller Advisors's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
+6.3%
Value-weighted move of the 10 largest stock positions
Turnover
13%
Last quarter; 37% over the last 4
Top 10 weight
31%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Westfuller Advisors, LLC disclosed 765 positions worth $274.7M in its Form 13F-HR for Q2 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 4.4% of the equity portfolio. During the quarter the fund opened 58 new positions and exited 50 — including a new stake in $JBL. The portfolio is most concentrated in Other (56.7% of disclosed assets). All figures are sourced directly from Westfuller Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 2024115.
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AI-Powered Hedge Fund Analysis: Westfuller Advisors, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Westfuller Advisors, LLC (SEC CIK: 2024115), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Westfuller Advisors, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.