Westfuller Advisors, LLC
13F Reported Value
ⓘ$274.7M
Holdings
765
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
Diversifying
$SPY
$AAPL
$NVDA$SPY
$GOOG
$JPMSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$12.0M16,094 sh ISHARES TR - US TREAS BD ETF
—Quality
$10.0M439,520 sh- 76.4#84
Quality
$9.8M33,909 sh VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$9.4M13,758 sh- 85.9
Quality
$8.8M43,871 sh VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW
—Quality
$7.7M60,500 shNUSHARES ETF TR - NUVEEN ESG US
—Quality
$6.9M313,124 sh- 68.7
Quality
$6.8M28,647 sh VANGUARD WORLD FD - ESG INTL STK ETF
—Quality
$6.6M80,589 shISHARES TR - CORE MSCI EAFE
—Quality
$6.4M66,104 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST$SPY | — | $12.0M | 16,094 |
| ISHARES TR - US TREAS BD ETF | — | $10.0M | 439,520 |
| Apple Inc.$AAPL | 76.4#84 | $9.8M | 33,909 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $9.4M | 13,758 |
| NVIDIA CORP$NVDA | 85.9 | $8.8M | 43,871 |
| VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $7.7M | 60,500 |
| NUSHARES ETF TR - NUVEEN ESG US | — | $6.9M | 313,124 |
 AMAZON COM INC$AMZN | 68.7 | $6.8M | 28,647 |
| VANGUARD WORLD FD - ESG INTL STK ETF | — | $6.6M | 80,589 |
| ISHARES TR - CORE MSCI EAFE | — | $6.4M | 66,104 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Westfuller Advisors, LLC's 765 positions.
Showing top 10 of 765 holdings.
Sector Allocation
Other
$155.7M
Technology
$51.5M
Financials
$24.8M
Consumer Discretionary
$11.8M
Industrials
$11.0M
Healthcare
$8.3M
Communication Services
$2.9M
Materials
$2.4M
Top Holdings — Westfuller Advisors, LLC (Q2 2026)
Top 150 of 765 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SPY | SPDR S&P 500 ETF TRUST | $12.0M | 4.4% | +435% | — |
| 2 | — | ISHARES TR - US TREAS BD ETF | $10.0M | 3.6% | +16% | — |
| 3 | $AAPL | Apple Inc. | $9.8M | 3.6% | +16% | 76.4 |
| 4 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $9.4M | 3.4% | -2% | — |
| 5 | $NVDA | NVIDIA CORP | $8.8M | 3.2% | +1% | 85.9 |
| 6 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $7.7M | 2.8% | NEW | — |
| 7 | — | NUSHARES ETF TR - NUVEEN ESG US | $6.9M | 2.5% | -1% | — |
| 8 | $AMZN | AMAZON COM INC | $6.8M | 2.5% | +3% | 68.7 |
| 9 | — | VANGUARD WORLD FD - ESG INTL STK ETF | $6.6M | 2.4% | +25% | — |
| 10 | — | ISHARES TR - CORE MSCI EAFE | $6.4M | 2.3% | +2% | — |
| 11 | — | ISHARES TR - CORE US AGGBD ET | $6.2M | 2.3% | +25% | — |
| 12 | — | VANGUARD WORLD FD - ESG US STK ETF | $5.6M | 2.0% | +62% | — |
| 13 | — | MORGAN STANLEY ETF TRUST - CALVERT US LARCP | $4.7M | 1.7% | +574% | — |
| 14 |  $GOOGL | Alphabet Inc. | $4.7M | 1.7% | +44% | 78.2 |
| 15 | $GOOG | Alphabet Inc. | $4.4M | 1.6% | +19% | 78.2 |
| 16 | — | ISHARES TR - ESG AWR US AGRGT | $4.3M | 1.6% | +87% | — |
| 17 | — | ISHARES TR - CALIF MUN BD ETF | $4.0M | 1.5% | +1% | — |
| 18 | — | ISHARES TR - CORE S&P500 ETF | $3.8M | 1.4% | +2% | — |
| 19 | — | TIDAL TRUST III - IMPA SHS WOM ETF | $3.6M | 1.3% | -2% | — |
| 20 | — | ISHARES TR - EAFE GRWTH ETF | $3.5M | 1.3% | +755% | — |
| 21 | — | EA SERIES TRUST - STAN SU BETA ETF | $3.5M | 1.3% | -6% | — |
| 22 |  $GLD | SPDR GOLD TRUST | $3.4M | 1.3% | -1% | — |
| 23 |  $MSFT | MICROSOFT CORP | $3.4M | 1.2% | +51% | 79.8 |
| 24 | — | TIDAL TRUST I - ADASINA SOCIAL | $3.4M | 1.2% | +7% | — |
| 25 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $3.4M | 1.2% | -5% | — |
| 26 | $JPM | JPMORGAN CHASE & CO | $3.4M | 1.2% | +33% | 70.7 |
| 27 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.2M | 1.2% | +6% | 73.8 |
| 28 |  $AVGO | Broadcom Inc. | $2.9M | 1.1% | +2% | 84.5 |
| 29 |  $META | Meta Platforms, Inc. | $2.8M | 1.0% | +3% | 79.6 |
| 30 |  $LRCX | LAM RESEARCH CORP | $2.8M | 1.0% | -5% | 79.4 |
| 31 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $2.7M | 1.0% | -2% | — |
| 32 | — | ISHARES TR - ESG EAFE ETF | $2.7M | 1.0% | -1% | — |
| 33 |  $JNJ | JOHNSON & JOHNSON | $2.6M | 1.0% | +40% | 69 |
| 34 |  $NU | Nu Holdings Ltd. | $2.6M | 0.9% | +37% | — |
| 35 |  $LLY | ELI LILLY & Co | $2.5M | 0.9% | -3% | 87.5 |
| 36 | — | ISHARES TR - CORE DIV GRWTH | $2.5M | 0.9% | +3% | — |
| 37 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $2.3M | 0.8% | +0% | — |
| 38 | — | VANGUARD STAR FDS - VG TL INTL STK F | $2.3M | 0.8% | +0% | — |
| 39 | — | ISHARES TR - ENVIR AWR RL EST | $2.1M | 0.8% | +32% | — |
| 40 |  $GS | GOLDMAN SACHS GROUP INC | $2.0M | 0.7% | +0% | 73.5 |
| 41 | — | ISHARES TR - INTL DIV GRWTH | $1.8M | 0.7% | +1% | — |
| 42 |  $IAUM | iShares Gold Trust Micro | $1.8M | 0.7% | +27% | — |
| 43 |  $PANW | Palo Alto Networks Inc | $1.8M | 0.6% | +4% | 65.5 |
| 44 | — | ISHARES TR - NEW YORK MUN ETF | $1.7M | 0.6% | -14% | — |
| 45 | — | TIDAL TRUST III - NAACP MINO ETF | $1.7M | 0.6% | +6% | — |
| 46 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | $1.7M | 0.6% | +0% | — |
| 47 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $1.6M | 0.6% | -1% | — |
| 48 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | $1.6M | 0.6% | -0% | — |
| 49 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $1.5M | 0.6% | -15% | — |
| 50 |  $UNP | UNION PACIFIC CORP | $1.5M | 0.6% | +9% | 69.7 |
| 51 |  $IVZ | Invesco Ltd. | $1.4M | 0.5% | -14% | — |
| 52 | — | NUSHARES ETF TR - NUVEEN ESG EMRGN | $1.3M | 0.5% | -0% | — |
| 53 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $1.3M | 0.5% | -10% | — |
| 54 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.3M | 0.5% | +0% | 70 |
| 55 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.2M | 0.4% | +27% | 66.2 |
| 56 |  $SBUX | STARBUCKS CORP | $1.2M | 0.4% | +5% | 58.2 |
| 57 | — | ISHARES TR - RUSSELL 2000 ETF | $1.2M | 0.4% | +31% | — |
| 58 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $1.1M | 0.4% | +1% | — |
| 59 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $1.1M | 0.4% | +96% | — |
| 60 |  $AMD | ADVANCED MICRO DEVICES INC | $1.0M | 0.4% | +280% | 79.8 |
| 61 |  $AXP | AMERICAN EXPRESS CO | $1.0M | 0.4% | -1% | 69.4 |
| 62 | $META | Meta Platforms, Inc. | $988,400 | 0.4% | +1% | 79.6 |
| 63 |  $DIS | Walt Disney Co | $946,178 | 0.3% | +5% | 60.1 |
| 64 |  $PEP | PEPSICO INC | $900,923 | 0.3% | +8% | 63.4 |
| 65 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $900,594 | 0.3% | -3% | — |
| 66 | — | SPDR SERIES TRUST - ST INTER BD ETF | $896,124 | 0.3% | -5% | — |
| 67 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | $864,382 | 0.3% | +1% | — |
| 68 | — | NUSHARES ETF TR - NUVEEN ESG LRGCP | $821,612 | 0.3% | +0% | — |
| 69 |  $BNY | Bank of New York Mellon Corp | $773,679 | 0.3% | -7% | 74.1 |
| 70 | — | ISHARES TR - ESG AWRE 1 5 YR | $745,667 | 0.3% | -20% | — |
| 71 |  $V | VISA INC. | $745,119 | 0.3% | +46% | 82.9 |
| 72 | — | ISHARES TR - RUS 1000 GRW ETF | $722,363 | 0.3% | +300% | — |
| 73 |  $CSCO | CISCO SYSTEMS, INC. | $717,262 | 0.3% | +6% | 70.3 |
| 74 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $694,139 | 0.3% | +1% | — |
| 75 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $689,649 | 0.3% | +2% | 65.1 |
| 76 |  $AMAT | APPLIED MATERIALS INC /DE | $686,812 | 0.3% | -11% | 72.3 |
| 77 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $683,932 | 0.3% | +4% | — |
| 78 |  $MU | MICRON TECHNOLOGY INC | $623,864 | 0.2% | -1% | 86.2 |
| 79 |  $WMG | Warner Music Group Corp. | $622,070 | 0.2% | +0% | 65 |
| 80 | — | PROSHARES TR - S&P MDCP 400 DIV | $593,700 | 0.2% | +1% | — |
| 81 | — | ISHARES TR - U.S. TECH ETF | $587,784 | 0.2% | +0% | — |
| 82 | — | ISHARES TR - 20 YR TR BD ETF | $584,243 | 0.2% | +5% | — |
| 83 |  $MA | Mastercard Inc | $580,986 | 0.2% | +4% | 85.1 |
| 84 | — | VANGUARD INDEX FDS - GROWTH ETF | $534,291 | 0.2% | +500% | — |
| 85 |  $ED | CONSOLIDATED EDISON INC | $534,265 | 0.2% | +2% | 67.3 |
| 86 |  $NXPI | NXP Semiconductors N.V. | $512,188 | 0.2% | +0% | — |
| 87 |  $INTC | INTEL CORP | $499,375 | 0.2% | -13% | 45.6 |
| 88 |  $HD | HOME DEPOT, INC. | $483,238 | 0.2% | +1% | 60.3 |
| 89 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $480,572 | 0.2% | +62% | — |
| 90 | — | ISHARES TR - MSCI EAFE ETF | $453,170 | 0.2% | +3% | — |
| 91 |  $ABBV | AbbVie Inc. | $414,776 | 0.1% | +203% | 72.6 |
| 92 |  $WMT | Walmart Inc. | $402,483 | 0.1% | +2439% | 60.2 |
| 93 |  $MRK | Merck & Co., Inc. | $390,108 | 0.1% | -1% | 59.9 |
| 94 |  $NSC | NORFOLK SOUTHERN CORP | $378,732 | 0.1% | -2% | 63.2 |
| 95 |  $BN | BROOKFIELD Corp /ON/ | $368,345 | 0.1% | +0% | — |
| 96 |  $CCZ | COMCAST CORP | $366,700 | 0.1% | -2% | 59.5 |
| 97 |  $KO | COCA COLA CO | $366,611 | 0.1% | +123% | 69.5 |
| 98 |  $JBL | JABIL INC | $363,122 | 0.1% | NEW | 57.4 |
| 99 |  $ETN | Eaton Corp plc | $358,539 | 0.1% | -0% | — |
| 100 |  $CB | Chubb Ltd | $358,088 | 0.1% | -1% | — |
| 101 |  $ADP | AUTOMATIC DATA PROCESSING INC | $353,395 | 0.1% | +124% | 69.8 |
| 102 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $351,674 | 0.1% | -21% | — |
| 103 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $336,521 | 0.1% | -2% | — |
| 104 | — | ISHARES TR - TIPS BD ETF | $331,075 | 0.1% | -25% | — |
| 105 |  $PLD | Prologis, Inc. | $329,522 | 0.1% | +1% | 68.3 |
| 106 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $322,854 | 0.1% | -38% | — |
| 107 |  $ALAB | Astera Labs, Inc. | $322,174 | 0.1% | +0% | 75.1 |
| 108 | — | ISHARES TR - RUS MID CAP ETF | $320,590 | 0.1% | NEW | — |
| 109 |  $TPC | TUTOR PERINI CORP | $318,107 | 0.1% | +0% | 66.2 |
| 110 |  $AMGN | AMGEN INC | $311,875 | 0.1% | +231% | 79.2 |
| 111 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $311,644 | 0.1% | -23% | — |
| 112 | — | ISHARES TR - PFD AND INCM SEC | $311,064 | 0.1% | +0% | — |
| 113 |  $HON | HONEYWELL INTERNATIONAL INC | $308,086 | 0.1% | -46% | 65 |
| 114 |  $HONA | Honeywell Aerospace Inc. | $304,206 | 0.1% | NEW | — |
| 115 |  $SNDK | Sandisk Corp | $297,859 | 0.1% | +1% | 87.7 |
| 116 | — | ISHARES TR - CUR HD EURZN ETF | $296,163 | 0.1% | +0% | — |
| 117 |  $AU | AngloGold Ashanti PLC | $293,791 | 0.1% | +0% | — |
| 118 |  $PCAR | PACCAR INC | $293,156 | 0.1% | +3714% | 56.5 |
| 119 | — | ISHARES TR - EXPANDED TECH | $292,664 | 0.1% | +0% | — |
| 120 | — | VANGUARD WORLD FD - FINANCIALS ETF | $288,714 | 0.1% | -25% | — |
| 121 |  $FTNT | Fortinet, Inc. | $282,786 | 0.1% | +7% | 80.1 |
| 122 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $271,844 | 0.1% | -11% | — |
| 123 |  $PYPL | PayPal Holdings, Inc. | $271,757 | 0.1% | -1% | 64.1 |
| 124 | — | VANGUARD BD INDEX FDS - LONG TERM BOND | $266,777 | 0.1% | +5% | — |
| 125 |  $RTX | RTX Corp | $265,920 | 0.1% | +2% | 73.2 |
| 126 |  $VZ | VERIZON COMMUNICATIONS INC | $264,293 | 0.1% | +104% | 65.8 |
| 127 | — | AMPLIFY ETF TR - ETHO CLI LEA ETF | $263,111 | 0.1% | +61% | — |
| 128 |  $SYK | STRYKER CORP | $260,824 | 0.1% | +3% | 72.1 |
| 129 |  $ABT | ABBOTT LABORATORIES | $257,079 | 0.1% | +132% | 65.5 |
| 130 | — | BONDBLOXX ETF TRUST - BLOOMBERG SIX MN | $253,449 | 0.1% | NEW | — |
| 131 |  $PAAS | PAN AMERICAN SILVER CORP | $253,211 | 0.1% | +0% | — |
| 132 |  $WELL | WELLTOWER INC. | $240,572 | 0.1% | -1% | 59.8 |
| 133 | — | SPDR SERIES TRUST - ST STR SP600GRWO | $236,711 | 0.1% | NEW | — |
| 134 | — | ISHARES TR - CRE U S REIT ETF | $235,127 | 0.1% | +1% | — |
| 135 |  $GWW | W.W. GRAINGER, INC. | $234,621 | 0.1% | -3% | 61.8 |
| 136 |  $DE | DEERE & CO | $228,784 | 0.1% | +227% | 55.4 |
| 137 | — | VANGUARD MUN BD FDS - INTERMEDIATE TRM | $227,672 | 0.1% | +1% | — |
| 138 |  $HL | HECLA MINING CO/DE/ | $226,582 | 0.1% | +0% | 77.6 |
| 139 |  $CMI | CUMMINS INC | $224,449 | 0.1% | -6% | 58.1 |
| 140 |  $ISRG | INTUITIVE SURGICAL INC | $222,303 | 0.1% | -5% | 79.9 |
| 141 |  $ECL | ECOLAB INC. | $218,009 | 0.1% | -0% | 63.3 |
| 142 |  $GLW | CORNING INC /NY | $214,796 | 0.1% | -0% | 73.7 |
| 143 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | $214,557 | 0.1% | NEW | — |
| 144 |  $NFLX | NETFLIX INC | $210,641 | 0.1% | -15% | 78.8 |
| 145 |  $TT | Trane Technologies plc | $209,700 | 0.1% | -4% | — |
| 146 |  $BBVA | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $208,501 | 0.1% | +0% | — |
| 147 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | $208,275 | 0.1% | +0% | — |
| 148 |  $NEM | NEWMONT Corp /DE/ | $206,502 | 0.1% | +0% | 86.8 |
| 149 |  $BE | Bloom Energy Corp | $204,928 | 0.1% | +0% | 66.2 |
| 150 |  $AYI | ACUITY INC. (DE) | $202,675 | 0.1% | +148% | 66.9 |
New Positions (58)
$JBL JABIL INC$363,122$HONA Honeywell Aerospace Inc.$304,206
$AVY Avery Dennison Corp$144,344
$MCHP MICROCHIP TECHNOLOGY INC$83,174
$HOOD Robinhood Markets, Inc.$76,514
$VECO VEECO INSTRUMENTS INC$68,523
$AMN AMN HEALTHCARE SERVICES INC$68,268
$HRI HERC HOLDINGS INC$63,786
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