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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 2 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CHGX EA SERIES TRUST 104,651.0 $3.5M 1.26% -7K -6.3% $33.21 +1.1%
22 GLD SPDR GOLD TR Financial Services 9,354.0 $3.4M 1.25% -136.0 -1.4% $368.39 +10.4%
23 MSFT MICROSOFT CORP Technology 9,159.0 $3.4M 1.24% +3K +50.9% $373.02 +34.0%
24 JSTC TIDAL TRUST I 148,136.0 $3.4M 1.23% +9K +6.5% $22.88 +0.0%
25 QQQ INVESCO QQQ TR Financial Services 4,590.0 $3.4M 1.23% -226.0 -4.7% $737.22 -2.5%
26 JPM JPMORGAN CHASE & CO Financial Services 10,306.0 $3.4M 1.23% +3K +33.0% $327.34 +9.6%
27 BERKSHIRE HATHAWAY INC DEL 6,385.0 $3.2M 1.16% +334.0 +5.5% $500.39
28 AVGO BROADCOM INC Technology 7,743.0 $2.9M 1.06% +119.0 +1.6% $377.75 -5.3%
29 BSV VANGUARD BD INDEX FDS 36,374.0 $2.8M 1.03% +963.0 +2.7% $77.91 -0.9%
30 LRCX LAM RESEARCH CORP Technology 6,468.0 $2.8M 1.02% -376.0 -5.5% $433.61 -29.0%
31 BIV VANGUARD BD INDEX FDS 35,449.0 $2.7M 0.99% -567.0 -1.6% $76.70 -2.3%
32 DMXF ISHARES TR 32,125.0 $2.7M 0.99% -254.0 -0.8% $84.60 +3.4%
33 JNJ JOHNSON & JOHNSON Healthcare 10,413.0 $2.6M 0.96% +3K +40.1% $253.96 +8.4%
34 NUSC NUSHARES ETF TR 50,276.0 $2.6M 0.95% +14K +37.1% $52.12 -1.5%
35 LLY ELI LILLY & CO Healthcare 2,096.0 $2.5M 0.92% -67.0 -3.1% $1199.53 -4.3%
36 DGRO ISHARES TR 32,935.0 $2.5M 0.91% +862.0 +2.7% $75.79 +4.4%
37 VTI VANGUARD INDEX FDS 6,290.0 $2.3M 0.85% $370.02 +2.6%
38 VXUS VANGUARD STAR FDS 26,542.0 $2.3M 0.83% $85.49 +3.4%
39 ERET ISHARES TR 70,937.0 $2.1M 0.75% +17K +31.9% $28.91 -0.9%
40 GS GOLDMAN SACHS GROUP INC Financial Services 1,971.0 $2.0M 0.73% $1011.59 +2.7%
Page 2 of 39  ·  765 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%