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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 3 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IGRO ISHARES TR 20,921.0 $1.8M 0.67% +278.0 +1.4% $87.93 +6.4%
42 IAUM ISHARES GOLD TRUST MICRO Financial Services 44,826.0 $1.8M 0.65% +10K +27.5% $40.01 +10.5%
43 PANW PALO ALTO NETWORKS INC Technology 5,158.0 $1.8M 0.64% +214.0 +4.3% $341.02 -2.3%
44 NYF ISHARES TR 32,358.0 $1.7M 0.64% -5K -14.2% $53.91 -3.4%
45 NACP TIDAL TRUST III 27,676.0 $1.7M 0.61% +2K +5.8% $60.80 -0.5%
46 J P MORGAN EXCHANGE TRADED F 22,967.0 $1.7M 0.60% $72.28
47 VEU VANGUARD INTL EQUITY INDEX F 19,090.0 $1.6M 0.58% -104.0 -0.5% $83.75 +3.2%
48 VMBS VANGUARD SCOTTSDALE FDS 33,553.0 $1.6M 0.57% $46.81 -1.9%
49 VYM VANGUARD WHITEHALL FDS 9,594.0 $1.5M 0.55% -2K -14.7% $158.03 +3.9%
50 UNP UNION PAC CORP Industrials 5,514.0 $1.5M 0.55% +468.0 +9.3% $272.00 +6.5%
51 XMHQ INVESCO EXCHANGE TRADED FD T 12,729.0 $1.4M 0.52% -2K -14.0% $112.88 +4.6%
52 NUEM NUSHARES ETF TR 31,661.0 $1.3M 0.49% $42.44 +2.9%
53 VXF VANGUARD INDEX FDS 5,444.0 $1.3M 0.49% -608.0 -10.1% $246.22 -1.4%
54 IBM INTERNATIONAL BUSINESS MACHS Technology 4,702.0 $1.3M 0.48% $281.20 -16.5%
55 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,292.0 $1.2M 0.44% +276.0 +27.2% $935.18 -2.1%
56 SBUX STARBUCKS CORP Consumer Cyclical 11,787.0 $1.2M 0.44% +574.0 +5.1% $102.19 +2.2%
57 IWM ISHARES TR 3,952.0 $1.2M 0.43% +937.0 +31.1% $300.45 -1.5%
58 BNDX VANGUARD CHARLOTTE FDS 22,744.0 $1.1M 0.40% +156.0 +0.7% $48.43 -2.0%
59 VEA VANGUARD TAX-MANAGED FDS 15,408.0 $1.1M 0.40% +8K +96.3% $71.25 +3.5%
60 AMD ADVANCED MICRO DEVICES INC Technology 1,800.0 $1.0M 0.38% +1K +279.8% $580.91 -17.8%
Page 3 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%