Skip to main content
Livermore
Livermore
ZHEN

Westfuller Advisors, LLC

SEC CIK
0002024115
Latest filing
Jul 29, 2026

The latest 13F from Westfuller Advisors, LLC covers Q2 2026 (filed Jul 29, 2026): 765 long positions worth $274.7M. The top 10 holdings make up 30.8% of the portfolio, and the largest is SPDR S&P 500 ETF Trust (SPY) at 4.4%. Livermore has 10 filings on Form 13F from this institution, going back to Q1 2024.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
60
Est. +$3.12M
Added
257
Est. +$49.5M
Reduced
209
Est. −$5.90M
Sold out
51
Est. −$26.6M

Top 5 holdings

Share of this quarter's portfolio value

  1. SPYSPDR S&P 500 ETF Trust
    4.4%$12.0MHistory
  2. iShares U.S. Treasury Bond ETF46429B267
    3.6%$10.0M
  3. AAPLApple Inc.
    3.6%$9.81MHistory
  4. Vanguard S&P 500 ETF922908363
    3.4%$9.45M
  5. NVDANVIDIA Corp
    3.2%$8.78MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. SPYSPDR S&P 500 ETF Trust
    +$9.80MAddedHistory
  2. Vanguard Scottsdale FDS92206C680
    +$7.73MAdded
  3. Morgan Stanley ETF Trust61774R205
    +$4.04MAdded
  4. iShares Tr464288885
    +$3.09MAdded
  5. Vanguard World FD921910733
    +$2.14MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. SPYSPDR S&P 500 ETF Trust
    +3.54 pp0.8% → 4.4%History
  2. Vanguard Scottsdale FDS92206C680
    +2.81 pp<0.1% → 2.8%
  3. Morgan Stanley ETF Trust61774R205
    +1.47 pp0.3% → 1.7%
  4. iShares Tr464288885
    +1.12 pp0.2% → 1.3%
  5. Vanguard World FD921910733
    +0.77 pp1.3% → 2.0%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Tr46436E718
    −$24.1MSold out
  2. Vanguard Instl Index FD922040845
    −$1.37MSold out
  3. HONHoneywell International Inc
    −$573.2KSold outHistory
  4. iShares Tr464287457
    −$411.8KReduced
  5. iShares Tr464288323
    −$287.5KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Tr46436E718
    −10.39 pp10.4% → 0.0%
  2. Vanguard Instl Index FD922040845
    −0.59 pp0.6% → 0.0%
  3. Nushares ETF Tr67092P870
    −0.52 pp3.0% → 2.5%
  4. GLDSPDR Gold Trust
    −0.51 pp1.8% → 1.3%History
  5. HONHoneywell International Inc
    −0.25 pp0.2% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$274.7M
+$43.0M (+18.6%) vs. prior quarter
Positions
765
+9 vs. prior quarter
Top 10 concentration
30.8%
Top 10 as share of value
Turnover
12.8%
Q2 2026, one quarter
Average holding period
6.8 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2024), so positions held before then are understated.

13F filings by quarter

9 quarters, going back to Q1 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $274.7M (Q2 2026)

Q3 2024: $139.3MQ4 2024: $157.4MQ1 2025: $149.8MQ2 2025: $175.4MQ3 2025: $219.9MQ4 2025: $247.3MQ1 2026: $231.7MQ2 2026: $274.7M
Q1 2024Q2 2026
13F filings of Westfuller Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 29, 2026765$274.7MSPYiShares U.S. Treasury Bond ETFAAPLvs. Q1 2026SEC
Q1 2026Apr 28, 2026756$231.7MiShares TriShares U.S. Treasury Bond ETFVanguard S&P 500 ETFvs. Q4 2025SEC
Q4 2025Jan 21, 2026765$247.3MiShares TrVanguard S&P 500 ETFAAPLvs. Q3 2025SEC
Q3 2025Oct 30, 2025760$219.9MiShares TrVanguard S&P 500 ETFAAPLvs. Q2 2025SEC
Q2 2025Jul 11, 2025114$175.4MiShares TrVanguard World FDVanguard S&P 500 ETFvs. Q1 2025SEC
Q1 2025Apr 25, 202598$149.8MiShares TrVanguard World FDiShares Esg Aware US Aggregate Bond ETFvs. Q4 2024SEC
Q4 2024Feb 20, 202591$157.4MiShares TriShares Core U.S. Aggregate Bond ETFiShares Core S&P 500 ETFvs. Q3 2024SEC
Q3 2024Nov 7, 202482$139.3MiShares TriShares Core U.S. Aggregate Bond ETFiShares Core S&P 500 ETF–SEC
Q1 2024Feb 20, 2025Amended0$0––SEC