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Livermore
Livermore
ZHEN

Westfuller Advisors, LLC

SEC CIK
0002024115
Latest filing
Jul 29, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed Apr 28, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
756
−9 vs. Q4 2025
Portfolio value
$231.7M
−$15.6M (−6.3%) vs. Q4 2025
Filed
Apr 28, 2026
SEC
Holdings of Westfuller Advisors, LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Tr46436E7180-3 MTH TREASURY239,063$24.1M10.4%−11,588−4.6%Reduced–
iShares U.S. Treasury Bond ETF46429B267ETF377,414$8.65M3.7%+100,583+36.3%Added–
Vanguard S&P 500 ETF922908363ETF14,057$8.40M3.6%+137+1.0%Added–
NVDANVIDIA CorpStock43,483$7.58M3.3%+1,868+4.5%AddedHistory
AAPLApple Inc.Stock29,313$7.44M3.2%−1,247−4.1%ReducedHistory
Nushares ETF Tr67092P870NUVEEN ESG US317,033$7.04M3.0%+2,026+0.6%Added–
iShares Core MSCI Eafe ETF46432F842ETF64,948$5.88M2.5%+3,614+5.9%Added–
AMZNAmazon Com IncStock27,685$5.77M2.5%−1,467−5.0%ReducedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF49,904$4.95M2.1%+13,272+36.2%Added–
Vanguard World FD921910725ESG INTL STK ETF64,458$4.62M2.0%−18,792−22.6%Reduced–
GLDSPDR Gold TrustETF9,490$4.08M1.8%−779−7.6%ReducedHistory
iShares Tr464288356CALIF MUN BD ETF69,064$3.93M1.7%+3,643+5.6%Added–
Impact Shs FDS I Tr45259A100YWCA WOMENS ETF86,875$3.44M1.5%+273+0.3%Added–
iShares Core S&P 500 ETF464287200ETF4,991$3.26M1.4%+769+18.2%Added–
Ea Series Trust02072L151STAN SU BETA ETF111,747$3.00M1.3%+2,695+2.5%Added–
GOOGLAlphabet Inc.Stock10,257$2.95M1.3%+12+0.1%AddedHistory
Vanguard World FD921910733ESG US STK ETF25,860$2.90M1.3%−22,163−46.2%Reduced–
BRK.BBerkshire Hathaway IncStock6,051$2.90M1.3%+10.0%AddedHistory
Vanguard Intermediate-Term Bond ETF921937819ETF36,016$2.78M1.2%−1,376−3.7%Reduced–
Invesco QQQ Trust Series I46090E103ETF4,816$2.78M1.2%−869−15.3%Reduced–
Vanguard Short-Term Bond ETF921937827ETF35,411$2.78M1.2%−4,294−10.8%Reduced–
Tidal Trust I886364876ADASINA SOCIAL139,067$2.71M1.2%+5,252+3.9%Added–
GOOGAlphabet Inc.Stock9,286$2.66M1.1%−1,808−16.3%ReducedHistory
iShares Tr46436E759ESG EAFE ETF32,379$2.44M1.1%00.0%Unchanged–
AVGOBroadcom Inc.Stock7,624$2.36M1.0%+36+0.5%AddedHistory
iShares Esg Aware US Aggregate Bond ETF46435U549ETF48,725$2.32M1.0%−32,189−39.8%Reduced–
JPMJPMorgan Chase & CoStock7,747$2.28M1.0%+837+12.1%AddedHistory
iShares Core Dividend Growth ETF46434V621ETF32,073$2.25M1.0%−1,474−4.4%Reduced–
MSFTMicrosoft CorpStock6,068$2.25M1.0%−648−9.6%ReducedHistory
Vanguard Star FDS921909768VG TL INTL STK F26,425$2.04M0.9%+691+2.7%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF6,272$2.01M0.9%−47−0.7%Reduced–
iShares Tr464288323NEW YORK MUN ETF37,691$2.00M0.9%−10,964−22.5%Reduced–
LLYEli Lilly & CoStock2,163$1.99M0.9%−124−5.4%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF3,007$1.96M0.8%+279+10.2%AddedHistory
JNJJohnson & JohnsonStock7,434$1.82M0.8%−9−0.1%ReducedHistory
iShares Tr46435G524INTL DIV GRWTH20,643$1.73M0.7%−1,522−6.9%Reduced–
GSGoldman Sachs Group IncStock1,969$1.67M0.7%−40−2.0%ReducedHistory
Vanguard High Dividend Yield Index ETF921946406ETF11,242$1.66M0.7%+399+3.7%Added–
Nushares ETF Tr67092P607NUVEEN ESG SMLCP36,681$1.65M0.7%+25+0.1%Added–
IAUMiShares Gold Trust MicroSHS REPSTG UN TR35,165$1.64M0.7%+13,394+61.5%AddedHistory
Vanguard Mortgage-Backed Securities ETF92206C771ETF33,581$1.58M0.7%−3,945−10.5%Reduced–
Invesco Exchange Traded FD T46137V472S&P MDCP QUALITY14,802$1.53M0.7%−507−3.3%Reduced–
LRCXLam Research CorpStock6,844$1.46M0.6%+369+5.7%AddedHistory
iShares Tr46436E270ENVIR AWR RL EST53,781$1.46M0.6%+28,910+116.2%Added–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF19,194$1.44M0.6%+7,367+62.3%Added–
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR22,906$1.40M0.6%+65+0.3%Added–
Vanguard Instl Index FD9220408450 3 MO TR BI ETF18,063$1.37M0.6%−24,899−58.0%Reduced–
Tidal Trust III45259A209NAACP MINO ETF26,150$1.26M0.5%00.0%Unchanged–
Vanguard Index FDS922908652EXTEND MKT ETF6,052$1.25M0.5%+2,051+51.3%Added–
UNPUnion Pacific CorpStock5,046$1.22M0.5%−755−13.0%ReducedHistory
Nushares ETF Tr67092P888NUVEEN ESG EMRGN31,818$1.17M0.5%+229+0.7%Added–
IBMInternational Business Machines CorpStock4,685$1.14M0.5%+3,947+534.8%AddedHistory
Vanguard Total International Bond ETF92203J407ETF22,588$1.09M0.5%+1,755+8.4%Added–
COSTCostco Wholesale CorpStock1,016$1.01M0.4%−99−8.9%ReducedHistory
SBUXStarbucks CorpStock11,213$1.00M0.4%−616−5.2%ReducedHistory
METAMeta Platforms, Inc.Stock1,740$995.6K0.4%+4+0.2%AddedHistory
PEPPepsiCo IncStock6,168$957.8K0.4%−43−0.7%ReducedHistory
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF28,210$946.2K0.4%+2,607+10.2%Added–
AXPAmerican Express CoStock3,108$940.0K0.4%+14+0.5%AddedHistory
iShares Tr46435G243ESG AWRE 1 5 YR37,199$932.4K0.4%+8,242+28.5%Added–
DISWalt Disney CoStock9,287$895.1K0.4%−118−1.3%ReducedHistory
Vanguard Real Estate ETF922908553ETF9,582$849.9K0.4%+779+8.8%Added–
PANWPalo Alto Networks IncStock4,944$792.6K0.3%−56−1.1%ReducedHistory
iShares Russell 2000 ETF464287655ETF3,015$747.7K0.3%+6+0.2%Added–
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX7,019$703.1K0.3%+919+15.1%Added–
BNYBank of New York Mellon CorpStock5,783$686.0K0.3%+20+0.3%AddedHistory
TMOThermo Fisher Scientific Inc.Stock1,341$659.9K0.3%−14−1.0%ReducedHistory
Nushares ETF Tr67092P201NUVEEN ESG LRGCP7,019$638.3K0.3%00.0%Unchanged–
iShares Russell 1000 Growth ETF464287614ETF1,453$619.6K0.3%+1+0.1%Added–
SPDR Index Shs FDS78463X509ST PORT MARK ETF12,718$596.6K0.3%+7,301+134.8%Added–
Morgan Stanley ETF Trust61774R205CALVERT US LARCP7,450$596.5K0.3%+15+0.2%Added–
WMGWarner Music Group Corp.COM CL A22,980$586.9K0.3%00.0%UnchangedHistory
HONHoneywell International IncCOM2,536$573.2K0.2%+324+14.6%AddedHistory
iShares Tr46428743220 YR TR BD ETF6,432$557.6K0.2%+26+0.4%Added–
ProShares Tr74347B680S&P MDCP 400 DIV6,451$557.4K0.2%+39+0.6%Added–
MAMastercard IncStock1,090$544.7K0.2%−27−2.4%ReducedHistory
EDConsolidated Edison IncStock4,723$534.6K0.2%+4,447+1,611.2%AddedHistory
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF5,700$522.3K0.2%−1,970−25.7%Reduced–
Vanguard Ftse Developed Markets ETF921943858ETF7,849$503.0K0.2%+1,123+16.7%Added–
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,439$487.6K0.2%−1−0.1%ReducedHistory
iShares Tr4642874571 3 YR TREAS BD5,646$466.2K0.2%−56−1.0%Reduced–
Vanguard Morningstar Growth ETF922908736ETF1,033$451.2K0.2%−33−3.1%Reduced–
VVisa Inc.Stock1,492$451.1K0.2%−1,172−44.0%ReducedHistory
Vanguard Scottsdale FDS92206C706INTER TERM TREAS7,567$450.6K0.2%+117+1.6%Added–
iShares Tips Bond ETF464287176ETF4,056$447.6K0.2%−2,039−33.5%Reduced–
HDHome Depot, Inc.Stock1,360$447.2K0.2%+35+2.6%AddedHistory
CSCOCisco Systems, Inc.Stock5,758$446.8K0.2%−167−2.8%ReducedHistory
CMCSAComcast CorpStock15,191$436.1K0.2%−148−1.0%ReducedHistory
iShares Tr464287721U.S. TECH ETF2,330$422.7K0.2%+10.0%Added–
iShares MSCI Eafe ETF464287465ETF4,246$412.4K0.2%+1,506+55.0%Added–
MRKMerck & Co., Inc.Stock3,061$370.7K0.2%+54+1.8%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF1,706$366.9K0.2%−148−8.0%Reduced–
iShares Tr464288885EAFE GRWTH ETF3,292$366.6K0.2%00.0%Unchanged–
AMATApplied Materials IncStock1,067$364.9K0.2%−194−15.4%ReducedHistory
NXPINXP Semiconductors N.V.COM1,816$359.4K0.2%−40−2.2%ReducedHistory
Vanguard Financials ETF92204A405ETF2,934$354.5K0.2%−279−8.7%Reduced–
AUAngloGold Ashanti PLCCOM SHS3,632$353.6K0.2%−66−1.8%ReducedHistory
NSCNorfolk Southern CorpStock1,227$352.2K0.2%+22+1.8%AddedHistory
BNBROOKFIELD CorpCL A LTD VT SH8,641$349.7K0.2%00.0%UnchangedHistory
CBChubb LtdStock1,061$347.0K0.1%−445−29.5%ReducedHistory

Sold out since Q4 2025 (43)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Westfuller Advisors, LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF8,755$964.4K0.4%–
iShares Tr4642874407-10 YR TRSY BD3,959$380.7K0.2%–
iShares Tr4642886613 7 YR TREAS BD2,310$275.7K0.1%–
ULUnilever PLCSPON ADR NEW2,187$143.0K0.1%History
HDBHDFC Bank LtdSPONSORED ADS3,560$130.1K0.1%History
EXPDExpeditors International of Washington IncCOM775$115.5K<0.1%History
FIVEFive Below, IncCOM572$107.7K<0.1%History
iShares Tr464287580US CONSUM DISCRE992$102.3K<0.1%–
TRUTransUnionCOM1,175$100.8K<0.1%History
KRKroger CoStock1,552$97.0K<0.1%History
GWREGuidewire Software, Inc.COM338$67.9K<0.1%History
WisdomTree Tr97717W208US HIGH DIVIDEND614$62.5K<0.1%–
State Street Materials Select Sector SPDR ETF81369Y100ETF1,293$58.7K<0.1%–
KSSKOHLS CorpStock2,612$53.3K<0.1%History
QQQXNuveen NASDAQ 100 Dynamic Overwrite FundCOM SHS1,675$47.8K<0.1%History
iShares Tr464287796U.S. ENERGY ETF596$28.3K<0.1%–
VOYAVoya Financial, Inc.COM316$23.5K<0.1%History
HPQHP IncStock1,032$23.3K<0.1%History
SCCOSouthern Copper CorpStock149$21.3K<0.1%History
RGTIRigetti Computing, Inc.COMMON STOCK912$20.2K<0.1%History
CIFRCipher Digital Inc.COM1,279$18.9K<0.1%History
iShares Russell 2000 Growth ETF464287648ETF54$17.4K<0.1%–
PLUGPlug Power IncStock7,674$15.1K<0.1%History
DNAGinkgo Bioworks Holdings, Inc.CL A NEW1,698$14.1K<0.1%History
PRCHPorch Group, Inc.COM1,204$11.0K<0.1%History
CPRTCopart IncCOM232$9.08K<0.1%History
MPMP Materials Corp.COM CL A168$8.49K<0.1%History
HOLXHologic IncCOM107$7.97K<0.1%History
MICCMagnum Ice Cream Co N.V.ORD SHS492$7.79K<0.1%History
HOODRobinhood Markets, Inc.Stock60$6.79K<0.1%History
UUnity Software Inc.COM151$6.67K<0.1%History
HIHillenbrand, Inc.COM168$5.33K<0.1%History
AQSTAquestive Therapeutics, Inc.COM769$4.97K<0.1%History
iShares Tr46429B655FLTG RATE NT ETF93$4.72K<0.1%–
INDIindie Semiconductor, Inc.CLASS A COM1,210$4.27K<0.1%History
TPGTPG Inc.COM CL A64$4.09K<0.1%History
PCTPureCycle Technologies, Inc.COM352$3.02K<0.1%History
AIC3.ai, Inc.Stock113$1.52K<0.1%History
SNYSanofiSPONSORED ADR22$1.07K<0.1%History
PLYMPlymouth Industrial REIT, Inc.COM48$1.05K<0.1%History
JBIJanus International Group, Inc.COMMON STOCK102$664<0.1%History
CBNKCapital Bancorp IncCOM3$96<0.1%History
WOLFWolfspeed, Inc.COMMON STOCK1$17<0.1%History