Westfuller Advisors, LLC
- SEC CIK
- 0002024115
- Latest filing
- Jul 29, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 7, 2024. Long positions only.
- Positions
- 82
- No filing for Q2 2024
- Portfolio value
- $139.3M
- No filing for Q2 2024
Westfuller Advisors, LLC did not file a 13F for Q2 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr46436E718 | 0-3 MTH TREASURY | 151,343 | $15.2M | 10.9% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 88,685 | $8.98M | 6.4% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 14,465 | $8.34M | 6.0% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 14,455 | $7.65M | 5.5% | – | – | – |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 298,528 | $6.78M | 4.9% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 78,152 | $6.10M | 4.4% | – | – | – |
| AAPLApple Inc. | Stock | 19,291 | $4.49M | 3.2% | – | – | History |
| Vanguard World FD921910725 | ESG INTL STK ETF | 61,201 | $3.76M | 2.7% | – | – | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 64,448 | $3.75M | 2.7% | – | – | – |
| Investment Managers Ser Tr I46144X107 | AXS CHANGE FINAN | 89,330 | $3.44M | 2.5% | – | – | – |
| Impact Shs FDS I Tr45259A100 | YWCA WOMENS ETF | 85,549 | $3.31M | 2.4% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 39,249 | $3.08M | 2.2% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 38,469 | $3.03M | 2.2% | – | – | – |
| NVDANVIDIA Corp | Stock | 23,834 | $2.89M | 2.1% | – | – | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 39,535 | $2.48M | 1.8% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,065 | $2.48M | 1.8% | – | – | – |
| GLDSPDR Gold Trust | ETF | 9,537 | $2.32M | 1.7% | – | – | History |
| iShares Tr46436E759 | ESG EAFE ETF | 30,431 | $2.19M | 1.6% | – | – | – |
| Vanguard World FD921910733 | ESG US STK ETF | 21,444 | $2.18M | 1.6% | – | – | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 22,058 | $1.97M | 1.4% | – | – | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 39,668 | $1.93M | 1.4% | – | – | – |
| iShares Tr46435G524 | INTL DIV GRWTH | 25,086 | $1.87M | 1.3% | – | – | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 31,828 | $1.80M | 1.3% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,140 | $1.74M | 1.3% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 13,369 | $1.71M | 1.2% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 24,478 | $1.58M | 1.1% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 37,095 | $1.53M | 1.1% | – | – | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 33,484 | $1.43M | 1.0% | – | – | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 13,240 | $1.36M | 1.0% | – | – | – |
| MSFTMicrosoft Corp | Stock | 3,067 | $1.32M | 0.9% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,253 | $1.30M | 0.9% | – | – | History |
| Tidal Trust I886364876 | ADASINA SOCIAL | 58,373 | $1.10M | 0.8% | – | – | – |
| Tidal Trust III45259A209 | NAACP MINO ETF | 26,150 | $1.08M | 0.8% | – | – | – |
| iShares Tr46435U853 | BROAD USD HIGH | 26,447 | $995.7K | 0.7% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 5,407 | $986.7K | 0.7% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 19,295 | $970.2K | 0.7% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 41,227 | $966.8K | 0.7% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 5,817 | $964.7K | 0.7% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 4,462 | $940.9K | 0.7% | – | – | History |
| iShares Tips Bond ETF464287176 | ETF | 8,337 | $921.0K | 0.7% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 18,339 | $865.8K | 0.6% | – | – | – |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 26,520 | $822.6K | 0.6% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 12,570 | $791.9K | 0.6% | – | – | – |
| LRCXLam Research Corp | COM | 934 | $764.1K | 0.5% | – | – | History |
| AMZNAmazon Com Inc | Stock | 3,860 | $719.2K | 0.5% | – | – | History |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 27,842 | $700.5K | 0.5% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 7,082 | $695.7K | 0.5% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,096 | $684.0K | 0.5% | – | – | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 7,282 | $668.5K | 0.5% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 6,606 | $648.1K | 0.5% | – | – | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 7,697 | $636.0K | 0.5% | – | – | – |
| WMGWarner Music Group Corp. | COM CL A | 17,871 | $559.3K | 0.4% | – | – | History |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 6,187 | $508.4K | 0.4% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 8,353 | $504.7K | 0.4% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,487 | $494.7K | 0.4% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 5,936 | $493.6K | 0.4% | – | – | – |
| GOOGAlphabet Inc. | Stock | 2,901 | $485.0K | 0.3% | – | – | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,190 | $457.1K | 0.3% | – | – | – |
| VVisa Inc. | Stock | 1,589 | $437.0K | 0.3% | – | – | History |
| Vanguard Health Care ETF92204A504 | ETF | 1,467 | $415.7K | 0.3% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 12,346 | $410.3K | 0.3% | – | – | – |
| iShares Tr464287515 | EXPANDED TECH | 4,548 | $406.4K | 0.3% | – | – | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 4,820 | $362.3K | 0.3% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 3,292 | $354.4K | 0.3% | – | – | – |
| iShares Tr464287721 | U.S. TECH ETF | 2,324 | $352.4K | 0.3% | – | – | – |
| Vanguard Financials ETF92204A405 | ETF | 3,173 | $350.4K | 0.3% | – | – | – |
| IAUMiShares Gold Trust Micro | SHS REPSTG UN TR | 11,777 | $309.2K | 0.2% | – | – | History |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 2,196 | $297.5K | 0.2% | – | – | – |
| CRMSalesforce, Inc. | Stock | 1,021 | $279.8K | 0.2% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,576 | $274.6K | 0.2% | – | – | History |
| iShares Tr46434V639 | CUR HD EURZN ETF | 7,351 | $270.2K | 0.2% | – | – | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 2,212 | $264.6K | 0.2% | – | – | – |
| NSCNorfolk Southern Corp | Stock | 1,047 | $260.2K | 0.2% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 424 | $242.8K | 0.2% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 268 | $237.9K | 0.2% | – | – | History |
| iShares Tr464287580 | US CONSUM DISCRE | 2,566 | $225.7K | 0.2% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 4,565 | $218.4K | 0.2% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 362 | $212.4K | 0.2% | – | – | – |
| INTUIntuit Inc. | Stock | 333 | $206.6K | 0.1% | – | – | History |
| iShares Tr464287762 | US HLTHCARE ETF | 3,156 | $205.1K | 0.1% | – | – | – |
| TSLATesla, Inc. | Stock | 783 | $204.9K | 0.1% | – | – | History |
| MINAberdeen Intermediate Income Fund | SH BEN INT | 10,110 | $27.5K | <0.1% | – | – | History |