Westfuller Advisors, LLC
- SEC CIK
- 0002024115
- Latest filing
- Jul 29, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 25, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 98
- +7 vs. Q4 2024
- Portfolio value
- $149.8M
- −$7.62M (−4.8%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr46436E718 | 0-3 MTH TREASURY | 174,758 | $17.6M | 11.7% | +20,995+13.7% | Added | – |
| Vanguard World FD921910733 | ESG US STK ETF | 99,434 | $9.74M | 6.5% | +77,854+360.8% | Added | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 172,551 | $8.19M | 5.5% | +132,378+329.5% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 15,279 | $7.85M | 5.2% | +407+2.7% | Added | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 127,075 | $7.49M | 5.0% | +68,437+116.7% | Added | – |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 304,856 | $6.76M | 4.5% | +2,919+1.0% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 58,694 | $4.44M | 3.0% | −39,835−40.4% | Reduced | – |
| AAPLApple Inc. | Stock | 19,810 | $4.40M | 2.9% | +579+3.0% | Added | History |
| iShares Tr464288356 | CALIF MUN BD ETF | 64,453 | $3.63M | 2.4% | −70.0% | Reduced | – |
| Impact Shs FDS I Tr45259A100 | YWCA WOMENS ETF | 86,138 | $3.30M | 2.2% | +227+0.3% | Added | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 41,568 | $3.18M | 2.1% | +2,084+5.3% | Added | – |
| Investment Managers Ser Tr I46144X107 | AXS CHANGE FINAN | 83,583 | $3.08M | 2.1% | +368+0.4% | Added | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 38,727 | $3.03M | 2.0% | +170.0% | Added | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 120,373 | $2.77M | 1.8% | +7,276+6.4% | Added | – |
| NVDANVIDIA Corp | Stock | 24,771 | $2.68M | 1.8% | +1,238+5.3% | Added | History |
| GLDSPDR Gold Trust | ETF | 8,899 | $2.56M | 1.7% | +86+1.0% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,333 | $2.50M | 1.7% | +209+4.1% | Added | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 45,964 | $2.13M | 1.4% | +7,233+18.7% | Added | – |
| iShares Tr46436E759 | ESG EAFE ETF | 30,845 | $2.08M | 1.4% | 00.0% | Unchanged | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 33,151 | $2.05M | 1.4% | −2,252−6.4% | Reduced | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 19,250 | $1.90M | 1.3% | −80,479−80.7% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,219 | $1.71M | 1.1% | +40+0.6% | Added | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 44,207 | $1.70M | 1.1% | +44,207 | New | – |
| iShares Tr46435G524 | INTL DIV GRWTH | 22,814 | $1.65M | 1.1% | −733−3.1% | Reduced | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 28,949 | $1.63M | 1.1% | +80+0.3% | Added | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 12,610 | $1.63M | 1.1% | −517−3.9% | Reduced | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 24,970 | $1.55M | 1.0% | +75+0.3% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,669 | $1.50M | 1.0% | −13,425−83.4% | Reduced | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 14,836 | $1.36M | 0.9% | +194+1.3% | Added | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 35,048 | $1.34M | 0.9% | +1,160+3.4% | Added | – |
| MSFTMicrosoft Corp | Stock | 3,477 | $1.31M | 0.9% | +444+14.6% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,297 | $1.29M | 0.9% | +38+1.7% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 4,460 | $1.09M | 0.7% | +21+0.5% | Added | History |
| Tidal Trust I886364876 | ADASINA SOCIAL | 58,642 | $1.06M | 0.7% | 00.0% | Unchanged | – |
| Tidal Trust III45259A209 | NAACP MINO ETF | 26,150 | $1.04M | 0.7% | 00.0% | Unchanged | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 20,109 | $981.7K | 0.7% | −649−3.1% | Reduced | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 29,159 | $969.3K | 0.6% | +1,074+3.8% | Added | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 8,755 | $967.1K | 0.6% | +8,755 | New | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 5,564 | $958.5K | 0.6% | +381+7.4% | Added | – |
| AMZNAmazon Com Inc | Stock | 4,921 | $936.3K | 0.6% | +1,129+29.8% | Added | History |
| GOOGLAlphabet Inc. | Stock | 5,760 | $890.8K | 0.6% | +56+1.0% | Added | History |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 29,593 | $865.6K | 0.6% | +2,561+9.5% | Added | – |
| Vanguard Real Estate ETF922908553 | ETF | 9,313 | $843.2K | 0.6% | +798+9.4% | Added | – |
| IAUMiShares Gold Trust Micro | SHS REPSTG UN TR | 25,815 | $804.6K | 0.5% | +2,728+11.8% | Added | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 12,807 | $776.8K | 0.5% | +40+0.3% | Added | – |
| iShares Tips Bond ETF464287176 | ETF | 6,909 | $767.6K | 0.5% | −239−3.3% | Reduced | – |
| VVisa Inc. | Stock | 2,112 | $740.2K | 0.5% | +603+40.0% | Added | History |
| WMGWarner Music Group Corp. | COM CL A | 22,980 | $720.4K | 0.5% | +5,010+27.9% | Added | History |
| iShares Tr464288323 | NEW YORK MUN ETF | 13,651 | $718.7K | 0.5% | +64+0.5% | Added | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 28,148 | $703.4K | 0.5% | +155+0.6% | Added | – |
| GOOGAlphabet Inc. | Stock | 4,303 | $672.3K | 0.4% | +1,439+50.2% | Added | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 7,251 | $665.1K | 0.4% | +1,480+25.6% | Added | – |
| LRCXLam Research Corp | Stock | 9,114 | $664.7K | 0.4% | +543+6.3% | Added | History |
| iShares Russell 2000 ETF464287655 | ETF | 2,983 | $595.1K | 0.4% | +32+1.1% | Added | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 6,495 | $591.2K | 0.4% | +19+0.3% | Added | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 7,013 | $549.0K | 0.4% | −691−9.0% | Reduced | – |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 6,264 | $508.4K | 0.3% | 00.0% | Unchanged | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 5,879 | $486.4K | 0.3% | −67−1.1% | Reduced | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 8,188 | $486.4K | 0.3% | +56+0.7% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,193 | $442.4K | 0.3% | −12,745−91.4% | Reduced | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 5,273 | $425.3K | 0.3% | −20,717−79.7% | Reduced | – |
| Vanguard Financials ETF92204A405 | ETF | 3,398 | $406.0K | 0.3% | +195+6.1% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,056 | $398.9K | 0.3% | −441−17.7% | Reduced | – |
| iShares Tr464287515 | EXPANDED TECH | 4,355 | $387.5K | 0.3% | −193−4.2% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 409 | $387.1K | 0.3% | +149+57.3% | Added | History |
| iShares Tr46435U440 | USD GRN BOND ETF | 8,086 | $383.0K | 0.3% | +8,086 | New | – |
| iShares Tr464288687 | PFD AND INCM SEC | 12,417 | $381.6K | 0.3% | +27+0.2% | Added | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 3,959 | $377.5K | 0.3% | +3,959 | New | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 7,177 | $356.1K | 0.2% | +38+0.5% | Added | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 4,967 | $349.7K | 0.2% | +37+0.8% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,531 | $332.0K | 0.2% | +30+0.5% | Added | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 3,292 | $329.2K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464287721 | U.S. TECH ETF | 2,326 | $326.7K | 0.2% | +10.0% | Added | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 2,237 | $293.1K | 0.2% | +57+2.6% | Added | – |
| iShares Tr46434V639 | CUR HD EURZN ETF | 7,401 | $288.4K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Health Care ETF92204A504 | ETF | 1,046 | $276.9K | 0.2% | −426−28.9% | Reduced | – |
| CRMSalesforce, Inc. | Stock | 1,030 | $276.5K | 0.2% | +8+0.8% | Added | History |
| FTNTFortinet, Inc. | Stock | 2,775 | $267.1K | 0.2% | +500+22.0% | Added | History |
| iShares Tr464288661 | 3 7 YR TREAS BD | 2,242 | $264.9K | 0.2% | +12+0.5% | Added | – |
| LLYEli Lilly & Co | Stock | 317 | $261.6K | 0.2% | +317 | New | History |
| METAMeta Platforms, Inc. | Stock | 452 | $260.5K | 0.2% | +33+7.9% | Added | History |
| ECLEcolab Inc. | Stock | 1,022 | $259.4K | 0.2% | +1,022 | New | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,513 | $252.1K | 0.2% | +4+0.3% | Added | History |
| NSCNorfolk Southern Corp | Stock | 1,057 | $250.3K | 0.2% | +6+0.6% | Added | History |
| TJXTJX Companies Inc | Stock | 2,022 | $246.3K | 0.2% | +2,022 | New | History |
| ADPAutomatic Data Processing Inc | Stock | 756 | $231.3K | 0.2% | +756 | New | History |
| CSCOCisco Systems, Inc. | Stock | 3,683 | $227.3K | 0.2% | +18+0.5% | Added | History |
| DUOLDuolingo, Inc. | CL A COM | 700 | $217.4K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Mun BD FDS922907738 | INTERMEDIATE TRM | 2,170 | $214.5K | 0.1% | +10+0.5% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 4,679 | $211.8K | 0.1% | +5+0.1% | Added | – |
| MELIMercadolibre Inc | COM | 107 | $208.5K | 0.1% | +107 | New | History |
| Vanguard Information Technology ETF92204A702 | ETF | 377 | $204.6K | 0.1% | +14+3.9% | Added | – |
| INTUIntuit Inc. | Stock | 333 | $204.6K | 0.1% | 00.0% | Unchanged | History |
| ACNAccenture plc | Stock | 649 | $202.5K | 0.1% | +649 | New | History |
| HLHecla Mining Co | COM | 14,670 | $81.6K | 0.1% | +14,670 | New | History |
| SJTSan Juan Basin Royalty Trust | UNIT BEN INT | 11,430 | $63.2K | <0.1% | +11,430 | New | History |
| CXCemex SAB de CV | SPON ADR NEW | 10,977 | $61.6K | <0.1% | +10,977 | New | History |
| NOKNokia Corp | SPONSORED ADR | 11,177 | $58.9K | <0.1% | +11,177 | New | History |
Sold out since Q4 2024 (7)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| Vanguard Morningstar Value ETF922908744 | ETF | 25,900 | $4.38M | 2.8% | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 39,088 | $1.50M | 1.0% | – |
| iShares Tr46435U853 | BROAD USD HIGH | 26,460 | $973.5K | 0.6% | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,884 | $571.6K | 0.4% | – |
| TSLATesla, Inc. | Stock | 678 | $273.8K | 0.2% | History |
| iShares Tr464287580 | US CONSUM DISCRE | 2,567 | $246.8K | 0.2% | – |
| GSGoldman Sachs Group Inc | Stock | 356 | $204.0K | 0.1% | History |