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Portfolio (Quarterly) Guide ↗

Westfuller Advisors, LLC

· CIK 0002024115
13F Portfolio $275M AUM 770 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 70 New 235 Added 199 Reduced 52 Exited
Page 1 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 13,758.0 $9.4M 3.44% -299.0 -2.1% $686.80 +3.1%
2 NUBD NUSHARES ETF TR 313,124.0 $6.9M 2.52% -4K -1.2% $22.14 -2.0%
3 WOMN TIDAL TRUST III 85,395.0 $3.6M 1.32% -1K -1.7% $42.40 +7.3%
4 CHGX EA SERIES TRUST 104,651.0 $3.5M 1.26% -7K -6.3% $33.21 +1.1%
5 GLD SPDR GOLD TR Financial Services 9,354.0 $3.4M 1.25% -136.0 -1.4% $368.39 +10.4%
6 QQQ INVESCO QQQ TR Financial Services 4,590.0 $3.4M 1.23% -226.0 -4.7% $737.22 -2.5%
7 LRCX LAM RESEARCH CORP Technology 6,468.0 $2.8M 1.02% -376.0 -5.5% $433.61 -29.0%
8 BIV VANGUARD BD INDEX FDS 35,449.0 $2.7M 0.99% -567.0 -1.6% $76.70 -2.3%
9 DMXF ISHARES TR 32,125.0 $2.7M 0.99% -254.0 -0.8% $84.60 +3.4%
10 LLY ELI LILLY & CO Healthcare 2,096.0 $2.5M 0.92% -67.0 -3.1% $1199.53 -4.3%
11 NYF ISHARES TR 32,358.0 $1.7M 0.64% -5K -14.2% $53.91 -3.4%
12 VEU VANGUARD INTL EQUITY INDEX F 19,090.0 $1.6M 0.58% -104.0 -0.5% $83.75 +3.2%
13 VYM VANGUARD WHITEHALL FDS 9,594.0 $1.5M 0.55% -2K -14.7% $158.03 +3.9%
14 XMHQ INVESCO EXCHANGE TRADED FD T 12,729.0 $1.4M 0.52% -2K -14.0% $112.88 +4.6%
15 VXF VANGUARD INDEX FDS 5,444.0 $1.3M 0.49% -608.0 -10.1% $246.22 -1.4%
16 AXP AMERICAN EXPRESS CO Financial Services 3,069.0 $1.0M 0.38% -39.0 -1.2% $338.21 -3.6%
17 VNQ VANGUARD INDEX FDS 9,339.0 $901K 0.33% -243.0 -2.5% $96.43 -0.4%
18 SPIB SPDR SERIES TRUST 26,782.0 $896K 0.33% -1K -5.1% $33.46 -1.6%
19 BK BANK OF NY MELLON CORP Financial Services 5,350.0 $774K 0.28% -433.0 -7.5% $144.61 -1.9%
20 SUSB ISHARES TR 29,839.0 $746K 0.27% -7K -19.8% $24.99 -1.1%
Page 1 of 10  ·  199 positions

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%