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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 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 16,094.0 $12.0M 4.39% +13K +435.2% $748.67 +2.9%
2 GOVT ISHARES TR 439,520.0 $10.0M 3.65% +62K +16.5% $22.78 -1.9%
3 AAPL APPLE INC Technology 33,909.0 $9.8M 3.57% +5K +15.7% $289.36 +10.6%
4 VOO VANGUARD INDEX FDS 13,758.0 $9.4M 3.44% -299.0 -2.1% $686.80 +3.1%
5 NVDA NVIDIA CORPORATION Technology 43,871.0 $8.8M 3.19% +388.0 +0.9% $200.09 +15.1%
6 VONG VANGUARD SCOTTSDALE FDS 60,500.0 $7.7M 2.81% +60K +10000.0% $127.81 -0.6%
7 NUBD NUSHARES ETF TR 313,124.0 $6.9M 2.52% -4K -1.2% $22.14 -2.0%
8 AMZN AMAZON COM INC Consumer Cyclical 28,647.0 $6.8M 2.48% +962.0 +3.5% $238.34 +8.5%
9 VSGX VANGUARD WORLD FD 80,589.0 $6.6M 2.42% +16K +25.0% $82.34 +2.5%
10 IEFA ISHARES TR 66,104.0 $6.4M 2.32% +1K +1.8% $96.58 +4.7%
11 AGG ISHARES TR 62,578.0 $6.2M 2.25% +13K +25.4% $98.98 -2.0%
12 ESGV VANGUARD WORLD FD 42,011.0 $5.6M 2.02% +16K +62.5% $132.24 +3.3%
13 CVLC MORGAN STANLEY ETF TRUST 50,220.0 $4.7M 1.73% +43K +574.1% $94.47 +1.9%
14 GOOG ALPHABET INC 13,355.0 $4.7M 1.72% +4K +43.8% $353.34
15 GOOGL ALPHABET INC Communication Services 12,205.0 $4.4M 1.59% +2K +19.0% $357.37 -5.3%
16 EAGG ISHARES TR 91,000.0 $4.3M 1.57% +42K +86.8% $47.41 -2.0%
17 CMF ISHARES TR 69,572.0 $4.0M 1.46% +508.0 +0.7% $57.64 -3.4%
18 IVV ISHARES TR 5,103.0 $3.8M 1.39% +112.0 +2.2% $748.86 +3.3%
19 WOMN TIDAL TRUST III 85,395.0 $3.6M 1.32% -1K -1.7% $42.40 +7.3%
20 EFG ISHARES TR 28,159.0 $3.5M 1.27% +25K +755.4% $124.42 +0.1%
Page 1 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%