Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | — | BERKSHIRE HATHAWAY INC DEL | — | 6,385.0 | $3.2M | 1.16% | +334.0 | +5.5% | $500.39 | — |
| 22 | AVGO | BROADCOM INC | Technology | 7,743.0 | $2.9M | 1.06% | +119.0 | +1.6% | $377.75 | -5.3% |
| 23 | BSV | VANGUARD BD INDEX FDS | — | 36,374.0 | $2.8M | 1.03% | +963.0 | +2.7% | $77.91 | -0.9% |
| 24 | JNJ | JOHNSON & JOHNSON | Healthcare | 10,413.0 | $2.6M | 0.96% | +3K | +40.1% | $253.96 | +8.4% |
| 25 | NUSC | NUSHARES ETF TR | — | 50,276.0 | $2.6M | 0.95% | +14K | +37.1% | $52.12 | -1.5% |
| 26 | DGRO | ISHARES TR | — | 32,935.0 | $2.5M | 0.91% | +862.0 | +2.7% | $75.79 | +4.4% |
| 27 | ERET | ISHARES TR | — | 70,937.0 | $2.1M | 0.75% | +17K | +31.9% | $28.91 | -0.9% |
| 28 | IGRO | ISHARES TR | — | 20,921.0 | $1.8M | 0.67% | +278.0 | +1.4% | $87.93 | +6.4% |
| 29 | IAUM | ISHARES GOLD TRUST MICRO | Financial Services | 44,826.0 | $1.8M | 0.65% | +10K | +27.5% | $40.01 | +10.5% |
| 30 | PANW | PALO ALTO NETWORKS INC | Technology | 5,158.0 | $1.8M | 0.64% | +214.0 | +4.3% | $341.02 | -2.3% |
| 31 | NACP | TIDAL TRUST III | — | 27,676.0 | $1.7M | 0.61% | +2K | +5.8% | $60.80 | -0.5% |
| 32 | UNP | UNION PAC CORP | Industrials | 5,514.0 | $1.5M | 0.55% | +468.0 | +9.3% | $272.00 | +6.5% |
| 33 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 1,292.0 | $1.2M | 0.44% | +276.0 | +27.2% | $935.18 | -2.1% |
| 34 | SBUX | STARBUCKS CORP | Consumer Cyclical | 11,787.0 | $1.2M | 0.44% | +574.0 | +5.1% | $102.19 | +2.2% |
| 35 | IWM | ISHARES TR | — | 3,952.0 | $1.2M | 0.43% | +937.0 | +31.1% | $300.45 | -1.5% |
| 36 | BNDX | VANGUARD CHARLOTTE FDS | — | 22,744.0 | $1.1M | 0.40% | +156.0 | +0.7% | $48.43 | -2.0% |
| 37 | VEA | VANGUARD TAX-MANAGED FDS | — | 15,408.0 | $1.1M | 0.40% | +8K | +96.3% | $71.25 | +3.5% |
| 38 | AMD | ADVANCED MICRO DEVICES INC | Technology | 1,800.0 | $1.0M | 0.38% | +1K | +279.8% | $580.91 | -17.8% |
| 39 | META | META PLATFORMS INC | Communication Services | 1,755.0 | $988K | 0.36% | +15.0 | +0.9% | $563.19 | +9.5% |
| 40 | DIS | DISNEY WALT CO | Communication Services | 9,754.0 | $946K | 0.34% | +467.0 | +5.0% | $97.00 | +8.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
34.4%
Financial Services
28.1%
Consumer Cyclical
8.4%
Healthcare
7.9%
Communication Services
7.2%
Industrials
6.2%
Consumer Defensive
3.0%
Utilities
1.7%
Basic Materials
1.4%
Real Estate
0.9%