Westfuller Advisors, LLC
- SEC CIK
- 0002024115
- Latest filing
- Jul 29, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Oct 30, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 760
- +646 vs. Q2 2025
- Portfolio value
- $219.9M
- +$44.6M (+25.4%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr46436E718 | 0-3 MTH TREASURY | 92,256 | $9.29M | 4.2% | −154,696−62.6% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 13,735 | $8.43M | 3.8% | −913−6.2% | Reduced | – |
| AAPLApple Inc. | Stock | 30,745 | $7.83M | 3.6% | +9,760+46.5% | Added | History |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 310,870 | $6.98M | 3.2% | +2,954+1.0% | Added | – |
| AMZNAmazon Com Inc | Stock | 31,334 | $6.88M | 3.1% | +3,256+11.6% | Added | History |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 265,313 | $6.13M | 2.8% | +142,341+115.8% | Added | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 86,464 | $6.00M | 2.7% | −41,088−32.2% | Reduced | – |
| NVDANVIDIA Corp | Stock | 31,955 | $5.96M | 2.7% | +8,073+33.8% | Added | History |
| Vanguard World FD921910733 | ESG US STK ETF | 47,850 | $5.67M | 2.6% | −28,088−37.0% | Reduced | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 51,536 | $4.50M | 2.0% | +20,319+65.1% | Added | – |
| GLDSPDR Gold Trust | ETF | 10,895 | $3.87M | 1.8% | +990+10.0% | Added | History |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 80,349 | $3.86M | 1.8% | −80,232−50.0% | Reduced | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 64,798 | $3.70M | 1.7% | +335+0.5% | Added | – |
| MSFTMicrosoft Corp | Stock | 6,896 | $3.57M | 1.6% | +2,965+75.4% | Added | History |
| Impact Shs FDS I Tr45259A100 | YWCA WOMENS ETF | 86,567 | $3.52M | 1.6% | +210+0.2% | Added | – |
| Ea Series Trust02072L151 | STAN SU BETA ETF | 120,660 | $3.29M | 1.5% | −9,369−7.2% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,440 | $3.27M | 1.5% | +158+3.0% | Added | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 41,424 | $3.27M | 1.5% | +2,489+6.4% | Added | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 40,611 | $3.17M | 1.4% | −1,186−2.8% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,175 | $3.10M | 1.4% | +3,242+110.5% | Added | History |
| GOOGAlphabet Inc. | Stock | 11,252 | $2.74M | 1.2% | +6,239+124.5% | Added | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 27,131 | $2.72M | 1.2% | +20,129+287.5% | Added | – |
| Tidal Trust I886364876 | ADASINA SOCIAL | 132,824 | $2.70M | 1.2% | +71,115+115.2% | Added | – |
| AVGOBroadcom Inc. | Stock | 7,606 | $2.51M | 1.1% | +6,825+873.9% | Added | History |
| GOOGLAlphabet Inc. | Stock | 10,238 | $2.49M | 1.1% | +3,824+59.6% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 3,624 | $2.43M | 1.1% | +1,167+47.5% | Added | – |
| iShares Tr46436E759 | ESG EAFE ETF | 31,330 | $2.37M | 1.1% | 00.0% | Unchanged | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 33,332 | $2.27M | 1.0% | +181+0.5% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 6,776 | $2.14M | 1.0% | +2,188+47.7% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,228 | $2.05M | 0.9% | +9+0.1% | Added | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 41,327 | $1.94M | 0.9% | −5,289−11.3% | Reduced | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 25,275 | $1.86M | 0.8% | +123+0.5% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,696 | $1.80M | 0.8% | +328+13.9% | Added | History |
| LLYEli Lilly & Co | Stock | 2,323 | $1.77M | 0.8% | +732+46.0% | Added | History |
| iShares Tr46435G524 | INTL DIV GRWTH | 22,031 | $1.76M | 0.8% | −783−3.4% | Reduced | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 25,919 | $1.63M | 0.7% | −3,117−10.7% | Reduced | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 36,285 | $1.60M | 0.7% | +1,237+3.5% | Added | – |
| GSGoldman Sachs Group Inc | Stock | 2,009 | $1.60M | 0.7% | +889+79.4% | Added | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 10,832 | $1.53M | 0.7% | −2,054−15.9% | Reduced | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 14,427 | $1.51M | 0.7% | +2,983+26.1% | Added | – |
| JNJJohnson & Johnson | Stock | 7,440 | $1.38M | 0.6% | +3,860+107.8% | Added | History |
| UNPUnion Pacific Corp | Stock | 5,814 | $1.37M | 0.6% | +2,280+64.5% | Added | History |
| METAMeta Platforms, Inc. | Stock | 1,729 | $1.27M | 0.6% | +744+75.5% | Added | History |
| IAUMiShares Gold Trust Micro | SHS REPSTG UN TR | 32,542 | $1.25M | 0.6% | +10,183+45.5% | Added | History |
| Tidal Trust III45259A209 | NAACP MINO ETF | 26,150 | $1.25M | 0.6% | 00.0% | Unchanged | – |
| LRCXLam Research Corp | Stock | 9,159 | $1.23M | 0.6% | +174+1.9% | Added | History |
| DISWalt Disney Co | Stock | 9,528 | $1.09M | 0.5% | +3,419+56.0% | Added | History |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 30,494 | $1.09M | 0.5% | +694+2.3% | Added | – |
| AXPAmerican Express Co | Stock | 3,188 | $1.06M | 0.5% | +1,840+136.5% | Added | History |
| COSTCostco Wholesale Corp | Stock | 1,142 | $1.06M | 0.5% | +418+57.7% | Added | History |
| SBUXStarbucks Corp | Stock | 12,318 | $1.04M | 0.5% | +1,277+11.6% | Added | History |
| Vanguard Total International Bond ETF92203J407 | ETF | 20,559 | $1.02M | 0.5% | +449+2.2% | Added | – |
| PANWPalo Alto Networks Inc | Stock | 4,984 | $1.01M | 0.5% | +4,984 | New | History |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 29,904 | $1.01M | 0.5% | +219+0.7% | Added | – |
| Vanguard Real Estate ETF922908553 | ETF | 10,874 | $994.1K | 0.5% | +2,502+29.9% | Added | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 8,755 | $967.3K | 0.4% | 00.0% | Unchanged | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 4,473 | $936.5K | 0.4% | −1,087−19.6% | Reduced | – |
| VVisa Inc. | Stock | 2,706 | $923.9K | 0.4% | +726+36.7% | Added | History |
| PEPPepsiCo Inc | Stock | 6,220 | $873.6K | 0.4% | +2,472+66.0% | Added | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 11,627 | $829.8K | 0.4% | −2,652−18.6% | Reduced | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 15,497 | $826.8K | 0.4% | +1,745+12.7% | Added | – |
| WMGWarner Music Group Corp. | COM CL A | 22,980 | $782.7K | 0.4% | 00.0% | Unchanged | History |
| iShares Russell 2000 ETF464287655 | ETF | 2,999 | $725.7K | 0.3% | +8+0.3% | Added | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 28,623 | $724.5K | 0.3% | +241+0.8% | Added | – |
| iShares Tips Bond ETF464287176 | ETF | 6,428 | $714.9K | 0.3% | −132−2.0% | Reduced | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 7,013 | $697.5K | 0.3% | 00.0% | Unchanged | – |
| MAMastercard Inc | Stock | 1,203 | $684.1K | 0.3% | +1,203 | New | History |
| BNYBank of New York Mellon Corp | Stock | 6,133 | $668.2K | 0.3% | +6,133 | New | History |
| TMOThermo Fisher Scientific Inc. | Stock | 1,348 | $654.5K | 0.3% | +831+160.7% | Added | History |
| iShares Tr46436E270 | ENVIR AWR RL EST | 22,310 | $614.6K | 0.3% | +14,516+186.2% | Added | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 6,602 | $605.8K | 0.3% | −42−0.6% | Reduced | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 6,093 | $596.0K | 0.3% | +770+14.5% | Added | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 6,634 | $592.9K | 0.3% | +100+1.5% | Added | – |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 6,366 | $543.3K | 0.2% | +62+1.0% | Added | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,154 | $540.7K | 0.2% | +1,154 | New | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,121 | $538.1K | 0.2% | −72−6.0% | Reduced | – |
| CMCSAComcast Corp | Stock | 17,088 | $536.9K | 0.2% | +3,858+29.2% | Added | History |
| HDHome Depot, Inc. | Stock | 1,298 | $525.7K | 0.2% | +1,298 | New | History |
| HONHoneywell International Inc | COM | 2,359 | $496.6K | 0.2% | +2,359 | New | History |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 8,260 | $495.8K | 0.2% | −8−0.1% | Reduced | – |
| PYPLPayPal Holdings, Inc. | Stock | 7,272 | $487.7K | 0.2% | +3,987+121.4% | Added | History |
| NXPINXP Semiconductors N.V. | COM | 2,066 | $472.6K | 0.2% | +2,066 | New | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 5,694 | $472.4K | 0.2% | −192−3.3% | Reduced | – |
| ZSZscaler, Inc. | Stock | 1,564 | $468.7K | 0.2% | +1,564 | New | History |
| NOWServiceNow, Inc. | Stock | 504 | $463.7K | 0.2% | +504 | New | History |
| iShares Tr464287515 | EXPANDED TECH | 4,030 | $463.5K | 0.2% | −325−7.5% | Reduced | – |
| INTUIntuit Inc. | Stock | 671 | $458.0K | 0.2% | +332+97.9% | Added | History |
| iShares Tr464287721 | U.S. TECH ETF | 2,328 | $456.0K | 0.2% | +10.0% | Added | – |
| NFLXNetflix Inc | Stock | 372 | $445.6K | 0.2% | +372 | New | History |
| Vanguard Financials ETF92204A405 | ETF | 3,380 | $443.6K | 0.2% | −24−0.7% | Reduced | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,551 | $434.3K | 0.2% | +34+2.2% | Added | History |
| ECLEcolab Inc. | Stock | 1,535 | $421.4K | 0.2% | +628+69.2% | Added | History |
| CBChubb Ltd | Stock | 1,480 | $419.2K | 0.2% | +1,480 | New | History |
| ADPAutomatic Data Processing Inc | Stock | 1,411 | $416.3K | 0.2% | +744+111.5% | Added | History |
| ACNAccenture plc | Stock | 1,686 | $415.8K | 0.2% | +1,015+151.3% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 5,847 | $400.1K | 0.2% | +2,760+89.4% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,615 | $396.4K | 0.2% | +32+0.5% | Added | – |
| SNPSSynopsys Inc | COM | 801 | $395.2K | 0.2% | +801 | New | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,822 | $394.7K | 0.2% | −234−11.4% | Reduced | – |
| BNBROOKFIELD Corp | CL A LTD VT SH | 5,762 | $394.6K | 0.2% | +5,762 | New | History |
Sold out since Q2 2025 (1)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| iShares Tr46435U663 | ESG AWARE MSCI | 44,207 | $1.83M | 1.0% | – |