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Livermore
Livermore
ZHEN

Westfuller Advisors, LLC

SEC CIK
0002024115
Latest filing
Jul 29, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Jan 21, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
765
+5 vs. Q3 2025
Portfolio value
$247.3M
+$27.3M (+12.4%) vs. Q3 2025
Filed
Jan 21, 2026
SEC
Holdings of Westfuller Advisors, LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Tr46436E7180-3 MTH TREASURY250,651$25.2M10.2%+158,395+171.7%Added–
Vanguard S&P 500 ETF922908363ETF13,920$8.73M3.5%+185+1.3%Added–
AAPLApple Inc.Stock30,560$8.31M3.4%−185−0.6%ReducedHistory
NVDANVIDIA CorpStock41,615$7.76M3.1%+9,660+30.2%AddedHistory
Nushares ETF Tr67092P870NUVEEN ESG US315,007$7.04M2.8%+4,137+1.3%Added–
AMZNAmazon Com IncStock29,152$6.73M2.7%−2,182−7.0%ReducedHistory
iShares U.S. Treasury Bond ETF46429B267ETF276,831$6.37M2.6%+11,518+4.3%Added–
Vanguard World FD921910725ESG INTL STK ETF83,250$5.96M2.4%−3,214−3.7%Reduced–
Vanguard World FD921910733ESG US STK ETF48,023$5.81M2.3%+173+0.4%Added–
iShares Core MSCI Eafe ETF46432F842ETF61,334$5.49M2.2%+9,798+19.0%Added–
GLDSPDR Gold TrustETF10,269$4.07M1.6%−626−5.7%ReducedHistory
iShares Esg Aware US Aggregate Bond ETF46435U549ETF80,914$3.87M1.6%+565+0.7%Added–
iShares Tr464288356CALIF MUN BD ETF65,421$3.76M1.5%+623+1.0%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF36,632$3.66M1.5%+9,501+35.0%Added–
Impact Shs FDS I Tr45259A100YWCA WOMENS ETF86,602$3.60M1.5%+350.0%Added–
Invesco QQQ Trust Series I46090E103ETF5,685$3.49M1.4%+245+4.5%Added–
GOOGAlphabet Inc.Stock11,094$3.48M1.4%−158−1.4%ReducedHistory
MSFTMicrosoft CorpStock6,716$3.25M1.3%−180−2.6%ReducedHistory
Vanguard Instl Index FD9220408450 3 MO TR BI ETF42,962$3.24M1.3%+42,962New–
GOOGLAlphabet Inc.Stock10,245$3.21M1.3%+7+0.1%AddedHistory
Vanguard Short-Term Bond ETF921937827ETF39,705$3.13M1.3%−1,719−4.1%Reduced–
BRK.BBerkshire Hathaway IncStock6,050$3.04M1.2%−125−2.0%ReducedHistory
Ea Series Trust02072L151STAN SU BETA ETF109,052$2.96M1.2%−11,608−9.6%Reduced–
Vanguard Intermediate-Term Bond ETF921937819ETF37,392$2.91M1.2%−3,219−7.9%Reduced–
iShares Core S&P 500 ETF464287200ETF4,222$2.89M1.2%+598+16.5%Added–
Tidal Trust I886364876ADASINA SOCIAL133,815$2.72M1.1%+991+0.7%Added–
AVGOBroadcom Inc.Stock7,588$2.63M1.1%−18−0.2%ReducedHistory
iShares Tr464288323NEW YORK MUN ETF48,655$2.60M1.1%+33,158+214.0%Added–
LLYEli Lilly & CoStock2,287$2.46M1.0%−36−1.5%ReducedHistory
iShares Tr46436E759ESG EAFE ETF32,379$2.43M1.0%+1,049+3.3%Added–
iShares Core Dividend Growth ETF46434V621ETF33,547$2.33M0.9%+215+0.6%Added–
JPMJPMorgan Chase & CoStock6,910$2.23M0.9%+134+2.0%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF6,319$2.12M0.9%+91+1.5%Added–
Vanguard Star FDS921909768VG TL INTL STK F25,734$1.94M0.8%+459+1.8%Added–
SPYSPDR S&P 500 ETF TrustETF2,728$1.87M0.8%+32+1.2%AddedHistory
iShares Tr46435G524INTL DIV GRWTH22,165$1.83M0.7%+134+0.6%Added–
Vanguard Mortgage-Backed Securities ETF92206C771ETF37,526$1.77M0.7%−3,801−9.2%Reduced–
GSGoldman Sachs Group IncStock2,009$1.77M0.7%00.0%UnchangedHistory
Nushares ETF Tr67092P607NUVEEN ESG SMLCP36,656$1.64M0.7%+371+1.0%Added–
Invesco Exchange Traded FD T46137V472S&P MDCP QUALITY15,309$1.57M0.6%+882+6.1%Added–
Vanguard High Dividend Yield Index ETF921946406ETF10,843$1.56M0.6%+11+0.1%Added–
JNJJohnson & JohnsonStock7,443$1.54M0.6%+30.0%AddedHistory
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR22,841$1.44M0.6%−3,078−11.9%Reduced–
UNPUnion Pacific CorpStock5,801$1.34M0.5%−13−0.2%ReducedHistory
Tidal Trust III45259A209NAACP MINO ETF26,150$1.29M0.5%00.0%Unchanged–
METAMeta Platforms, Inc.Stock1,736$1.15M0.5%+7+0.4%AddedHistory
AXPAmerican Express CoStock3,094$1.14M0.5%−94−2.9%ReducedHistory
Nushares ETF Tr67092P888NUVEEN ESG EMRGN31,589$1.12M0.5%+1,095+3.6%Added–
LRCXLam Research CorpStock6,475$1.11M0.4%−2,684−29.3%ReducedHistory
DISWalt Disney CoStock9,405$1.08M0.4%−123−1.3%ReducedHistory
Vanguard Total International Bond ETF92203J407ETF20,833$1.01M0.4%+274+1.3%Added–
SBUXStarbucks CorpStock11,829$996.2K0.4%−489−4.0%ReducedHistory
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF8,755$964.4K0.4%00.0%Unchanged–
COSTCostco Wholesale CorpStock1,115$961.8K0.4%−27−2.4%ReducedHistory
IAUMiShares Gold Trust MicroSHS REPSTG UN TR21,771$935.9K0.4%−10,771−33.1%ReducedHistory
VVisa Inc.Stock2,664$934.3K0.4%−42−1.6%ReducedHistory
PANWPalo Alto Networks IncStock5,000$921.0K0.4%+16+0.3%AddedHistory
PEPPepsiCo IncStock6,211$900.3K0.4%−9−0.1%ReducedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF11,827$870.0K0.4%+200+1.7%Added–
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF25,603$865.6K0.4%−4,301−14.4%Reduced–
Vanguard Index FDS922908652EXTEND MKT ETF4,001$836.7K0.3%−472−10.6%Reduced–
TMOThermo Fisher Scientific Inc.Stock1,355$785.9K0.3%+7+0.5%AddedHistory
Vanguard Real Estate ETF922908553ETF8,803$778.9K0.3%−2,071−19.0%Reduced–
iShares Russell 2000 ETF464287655ETF3,009$740.8K0.3%+10+0.3%Added–
iShares Tr46435G243ESG AWRE 1 5 YR28,957$730.9K0.3%+334+1.2%Added–
WMGWarner Music Group Corp.COM CL A22,980$704.8K0.3%00.0%UnchangedHistory
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF7,670$700.9K0.3%+1,068+16.2%Added–
iShares Russell 1000 Growth ETF464287614ETF1,452$687.1K0.3%+298+25.8%Added–
Nushares ETF Tr67092P201NUVEEN ESG LRGCP7,019$686.4K0.3%+6+0.1%Added–
iShares Tips Bond ETF464287176ETF6,095$670.0K0.3%−333−5.2%Reduced–
BNYBank of New York Mellon CorpStock5,763$669.0K0.3%−370−6.0%ReducedHistory
iShares Tr46436E270ENVIR AWR RL EST24,871$664.2K0.3%+2,561+11.5%Added–
MAMastercard IncStock1,117$637.7K0.3%−86−7.1%ReducedHistory
Morgan Stanley ETF Trust61774R205CALVERT US LARCP7,435$626.3K0.3%+7,435New–
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX6,100$607.1K0.2%+7+0.1%Added–
iShares Tr46428743220 YR TR BD ETF6,406$558.4K0.2%−228−3.4%Reduced–
ProShares Tr74347B680S&P MDCP 400 DIV6,412$540.0K0.2%+46+0.7%Added–
Vanguard Morningstar Growth ETF922908736ETF1,066$520.1K0.2%−55−4.9%Reduced–
iShares Tr4642874571 3 YR TREAS BD5,702$472.3K0.2%+8+0.1%Added–
CBChubb LtdStock1,506$471.7K0.2%+26+1.8%AddedHistory
iShares Tr464287721U.S. TECH ETF2,329$465.0K0.2%+10.0%Added–
CMCSAComcast CorpStock15,339$458.5K0.2%−1,749−10.2%ReducedHistory
CSCOCisco Systems, Inc.Stock5,925$456.4K0.2%+78+1.3%AddedHistory
HDHome Depot, Inc.Stock1,325$455.9K0.2%+27+2.1%AddedHistory
Vanguard Scottsdale FDS92206C706INTER TERM TREAS7,450$446.5K0.2%−810−9.8%Reduced–
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,440$438.9K0.2%−111−7.2%ReducedHistory
HONHoneywell International IncCOM2,212$431.5K0.2%−147−6.2%ReducedHistory
Vanguard Financials ETF92204A405ETF3,213$429.0K0.2%−167−4.9%Reduced–
iShares Tr464287515EXPANDED TECH4,030$425.9K0.2%00.0%Unchanged–
Vanguard Ftse Developed Markets ETF921943858ETF6,726$420.2K0.2%+111+1.7%Added–
Vanguard Dividend Appreciation ETF921908844ETF1,854$407.5K0.2%+32+1.8%Added–
NXPINXP Semiconductors N.V.COM1,856$404.9K0.2%−210−10.2%ReducedHistory
BNBROOKFIELD CorpCL A LTD VT SH8,641$396.5K0.2%+2,879+50.0%AddedHistory
TJXTJX Companies IncStock2,559$393.1K0.2%+164+6.8%AddedHistory
ECLEcolab Inc.Stock1,489$392.0K0.2%−46−3.0%ReducedHistory
iShares Tr46435U440USD GRN BOND ETF8,137$390.1K0.2%+20+0.2%Added–
NOWServiceNow, Inc.Stock2,543$389.6K0.2%+23+0.9%AddedConverted for a 5-for-1 splitHistory
INTUIntuit Inc.Stock578$382.9K0.2%−93−13.9%ReducedHistory
iShares Tr4642874407-10 YR TRSY BD3,959$380.7K0.2%00.0%Unchanged–
iShares Tr464288885EAFE GRWTH ETF3,292$375.0K0.2%00.0%Unchanged–

Sold out since Q3 2025 (63)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Westfuller Advisors, LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
ULUnilever PLCSPON ADR NEW2,461$145.9K0.1%History
JOBYJoby Aviation, Inc.COMMON STOCK6,570$106.0K<0.1%History
WSMWilliams Sonoma IncCOM515$100.7K<0.1%History
CVLTCommvault Systems IncCOM448$84.6K<0.1%History
CIENCiena CorpCOM NEW542$79.0K<0.1%History
CLFCleveland-Cliffs Inc.COM5,610$68.4K<0.1%History
Vanguard Malvern FDS922020730SHOR DURA BD ETF732$56.1K<0.1%–
AAPAdvance Auto Parts IncCOM912$56.0K<0.1%History
MGNIMagnite, Inc.COM2,570$56.0K<0.1%History
BBWIBath & Body Works, Inc.COM2,167$55.8K<0.1%History
MOSMosaic CoCOM1,581$54.8K<0.1%History
INVXInnovex International, Inc.COM2,850$52.8K<0.1%History
Vanguard Total Bond Market ETF921937835ETF625$46.5K<0.1%–
iShares Tr464288257MSCI ACWI ETF288$39.8K<0.1%–
HTLDHeartland Express IncCOM2,863$24.0K<0.1%History
LBRDKLiberty Broadband CorpCOM SER C250$15.9K<0.1%History
IIPRInnovative Industrial Properties IncCOM191$10.6K<0.1%History
FFIVF5, Inc.Stock26$8.40K<0.1%History
RHRHCOM40$8.13K<0.1%History
GDDYGoDaddy Inc.CL A53$7.25K<0.1%History
COOCooper Companies, Inc.COM104$7.13K<0.1%History
IAUiShares Gold TrustETF88$6.40K<0.1%History
POOLPool CorpCOM17$5.28K<0.1%History
GISGeneral Mills IncStock89$4.49K<0.1%History
TTDTrade Desk, Inc.Stock83$4.07K<0.1%History
SHCOSoho House & Co Inc.COM CL A447$3.96K<0.1%History
RMDResmed IncCOM13$3.56K<0.1%History
BUDAnheuser-Busch InBev SA/NVADR56$3.34K<0.1%History
Global X FDS37954Y236DATA CTR DIG ETF158$3.25K<0.1%–
CLXClorox CoStock25$3.12K<0.1%History
Pacer FDS Tr69374H741DATA AND INFRAST96$3.04K<0.1%–
DBRGDigitalBridge Group, Inc.CL A NEW252$2.95K<0.1%History
ACHRArcher Aviation Inc.Stock300$2.87K<0.1%History
WYWeyerhaeuser CoCOM NEW101$2.52K<0.1%History
MTNVail Resorts IncCOM16$2.46K<0.1%History
FBINFortune Brands Innovations, Inc.COM46$2.46K<0.1%History
MDBMongoDB, Inc.CL A8$2.40K<0.1%History
ITGartner IncCOM9$2.37K<0.1%History
HSICHenry Schein IncCOM32$2.12K<0.1%History
VBTXVeritex Holdings, Inc.COM62$2.09K<0.1%History
DXCMDexcom IncCOM23$1.57K<0.1%History
VKTXViking Therapeutics, Inc.COM50$1.31K<0.1%History
DOCHealthpeak Properties, Inc.COM50$956<0.1%History
KMXCarMax IncCOM21$942<0.1%History
PRGSProgress Software CorpCOM18$787<0.1%History
SPSCSPS Commerce IncCOM8$783<0.1%History
ASTHAstrana Health, Inc.COM NEW27$773<0.1%History
LMATLemaitre Vascular IncCOM9$747<0.1%History
SONOSonos IncCOM46$728<0.1%History
ATKRAtkore Inc.COM11$703<0.1%History
BRBRBellring Brands, Inc.Stock19$683<0.1%History
SYNASYNAPTICS IncStock9$642<0.1%History
SMSM Energy CoCOM25$627<0.1%History
UFPIUfp Industries IncCOM7$625<0.1%History
SAIASaia IncCOM2$599<0.1%History
HAEHaemonetics CorpCOM11$536<0.1%History
KWRQuaker Chemical CorpCOM4$535<0.1%History
PTENPatterson Uti Energy IncCOM99$515<0.1%History
DOWDow Inc.Stock15$335<0.1%History
VTRSViatris IncStock20$193<0.1%History
DDD3D Systems CorpCOM NEW27$78<0.1%History
BYNDBeyond Meat, Inc.COM6$11<0.1%History
IVFINVO Fertility, Inc.COM1$1<0.1%History