Skip to main content
Livermore
Livermore
ZHEN

Westfuller Advisors, LLC

SEC CIK
0002024115
Latest filing
Jul 29, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Jul 29, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
765
+9 vs. Q1 2026
Portfolio value
$274.7M
+$43.0M (+18.6%) vs. Q1 2026
Filed
Jul 29, 2026
SEC
Holdings of Westfuller Advisors, LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
SPYSPDR S&P 500 ETF TrustETF16,094$12.0M4.4%+13,087+435.2%AddedHistory
iShares U.S. Treasury Bond ETF46429B267ETF439,520$10.0M3.6%+62,106+16.5%Added–
AAPLApple Inc.Stock33,909$9.81M3.6%+4,596+15.7%AddedHistory
Vanguard S&P 500 ETF922908363ETF13,758$9.45M3.4%−299−2.1%Reduced–
NVDANVIDIA CorpStock43,871$8.78M3.2%+388+0.9%AddedHistory
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW60,500$7.73M2.8%+60,480+302,400.0%Added–
Nushares ETF Tr67092P870NUVEEN ESG US313,124$6.93M2.5%−3,909−1.2%Reduced–
AMZNAmazon Com IncStock28,647$6.83M2.5%+962+3.5%AddedHistory
Vanguard World FD921910725ESG INTL STK ETF80,589$6.64M2.4%+16,131+25.0%Added–
iShares Core MSCI Eafe ETF46432F842ETF66,104$6.38M2.3%+1,156+1.8%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF62,578$6.19M2.3%+12,674+25.4%Added–
Vanguard World FD921910733ESG US STK ETF42,011$5.56M2.0%+16,151+62.5%Added–
Morgan Stanley ETF Trust61774R205CALVERT US LARCP50,220$4.74M1.7%+42,770+574.1%Added–
GOOGAlphabet Inc.Stock13,355$4.72M1.7%+4,069+43.8%AddedHistory
GOOGLAlphabet Inc.Stock12,205$4.36M1.6%+1,948+19.0%AddedHistory
iShares Esg Aware US Aggregate Bond ETF46435U549ETF91,000$4.31M1.6%+42,275+86.8%Added–
iShares Tr464288356CALIF MUN BD ETF69,572$4.01M1.5%+508+0.7%Added–
iShares Core S&P 500 ETF464287200ETF5,103$3.82M1.4%+112+2.2%Added–
Impact Shs FDS I Tr45259A100YWCA WOMENS ETF85,395$3.62M1.3%−1,480−1.7%Reduced–
iShares Tr464288885EAFE GRWTH ETF28,159$3.50M1.3%+24,867+755.4%Added–
Ea Series Trust02072L151STAN SU BETA ETF104,651$3.48M1.3%−7,096−6.4%Reduced–
GLDSPDR Gold TrustETF9,354$3.45M1.3%−136−1.4%ReducedHistory
MSFTMicrosoft CorpStock9,159$3.42M1.2%+3,091+50.9%AddedHistory
Tidal Trust I886364876ADASINA SOCIAL148,136$3.39M1.2%+9,069+6.5%Added–
Invesco QQQ Trust Series I46090E103ETF4,590$3.38M1.2%−226−4.7%Reduced–
JPMJPMorgan Chase & CoStock10,306$3.37M1.2%+2,559+33.0%AddedHistory
BRK.BBerkshire Hathaway IncStock6,385$3.19M1.2%+334+5.5%AddedHistory
AVGOBroadcom Inc.Stock7,743$2.92M1.1%+119+1.6%AddedHistory
Vanguard Short-Term Bond ETF921937827ETF36,374$2.83M1.0%+963+2.7%Added–
LRCXLam Research CorpStock6,468$2.80M1.0%−376−5.5%ReducedHistory
Vanguard Intermediate-Term Bond ETF921937819ETF35,449$2.72M1.0%−567−1.6%Reduced–
iShares Tr46436E759ESG EAFE ETF32,125$2.72M1.0%−254−0.8%Reduced–
JNJJohnson & JohnsonStock10,413$2.64M1.0%+2,979+40.1%AddedHistory
Nushares ETF Tr67092P607NUVEEN ESG SMLCP50,276$2.62M1.0%+13,595+37.1%Added–
LLYEli Lilly & CoStock2,096$2.51M0.9%−67−3.1%ReducedHistory
iShares Core Dividend Growth ETF46434V621ETF32,935$2.50M0.9%+862+2.7%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF6,290$2.33M0.8%+18+0.3%Added–
Vanguard Star FDS921909768VG TL INTL STK F26,542$2.27M0.8%+117+0.4%Added–
iShares Tr46436E270ENVIR AWR RL EST70,937$2.05M0.7%+17,156+31.9%Added–
GSGoldman Sachs Group IncStock1,971$1.99M0.7%+2+0.1%AddedHistory
iShares Tr46435G524INTL DIV GRWTH20,921$1.84M0.7%+278+1.3%Added–
IAUMiShares Gold Trust MicroSHS REPSTG UN TR44,826$1.79M0.7%+9,661+27.5%AddedHistory
PANWPalo Alto Networks IncStock5,158$1.76M0.6%+214+4.3%AddedHistory
iShares Tr464288323NEW YORK MUN ETF32,358$1.74M0.6%−5,333−14.1%Reduced–
Tidal Trust III45259A209NAACP MINO ETF27,676$1.68M0.6%+1,526+5.8%Added–
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR22,967$1.66M0.6%+61+0.3%Added–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF19,090$1.60M0.6%−104−0.5%Reduced–
Vanguard Mortgage-Backed Securities ETF92206C771ETF33,553$1.57M0.6%−28−0.1%Reduced–
Vanguard High Dividend Yield Index ETF921946406ETF9,594$1.52M0.6%−1,648−14.7%Reduced–
UNPUnion Pacific CorpStock5,514$1.50M0.5%+468+9.3%AddedHistory
Invesco Exchange Traded FD T46137V472S&P MDCP QUALITY12,729$1.44M0.5%−2,073−14.0%Reduced–
Nushares ETF Tr67092P888NUVEEN ESG EMRGN31,661$1.34M0.5%−157−0.5%Reduced–
Vanguard Index FDS922908652EXTEND MKT ETF5,444$1.34M0.5%−608−10.0%Reduced–
IBMInternational Business Machines CorpStock4,702$1.32M0.5%+17+0.4%AddedHistory
COSTCostco Wholesale CorpStock1,292$1.21M0.4%+276+27.2%AddedHistory
SBUXStarbucks CorpStock11,787$1.20M0.4%+574+5.1%AddedHistory
iShares Russell 2000 ETF464287655ETF3,952$1.19M0.4%+937+31.1%Added–
Vanguard Total International Bond ETF92203J407ETF22,744$1.10M0.4%+156+0.7%Added–
Vanguard Ftse Developed Markets ETF921943858ETF15,408$1.10M0.4%+7,559+96.3%Added–
AMDAdvanced Micro Devices IncStock1,800$1.05M0.4%+1,326+279.7%AddedHistory
AXPAmerican Express CoStock3,069$1.04M0.4%−39−1.3%ReducedHistory
METAMeta Platforms, Inc.Stock1,755$988.4K0.4%+15+0.9%AddedHistory
DISWalt Disney CoStock9,754$946.2K0.3%+467+5.0%AddedHistory
PEPPepsiCo IncStock6,654$900.9K0.3%+486+7.9%AddedHistory
Vanguard Real Estate ETF922908553ETF9,339$900.6K0.3%−243−2.5%Reduced–
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF26,782$896.1K0.3%−1,428−5.1%Reduced–
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX7,119$864.4K0.3%+100+1.4%Added–
Nushares ETF Tr67092P201NUVEEN ESG LRGCP7,019$821.6K0.3%00.0%Unchanged–
BNYBank of New York Mellon CorpStock5,350$773.7K0.3%−433−7.5%ReducedHistory
iShares Tr46435G243ESG AWRE 1 5 YR29,839$745.7K0.3%−7,360−19.8%Reduced–
VVisa Inc.Stock2,172$745.1K0.3%+680+45.6%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF5,818$722.4K0.3%00.0%UnchangedConverted for a 4-for-1 split–
CSCOCisco Systems, Inc.Stock6,106$717.3K0.3%+348+6.0%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,451$694.1K0.3%+12+0.8%AddedHistory
TMOThermo Fisher Scientific Inc.Stock1,374$689.6K0.3%+33+2.5%AddedHistory
AMATApplied Materials IncStock950$686.8K0.3%−117−11.0%ReducedHistory
SPDR Index Shs FDS78463X509ST PORT MARK ETF13,208$683.9K0.2%+490+3.9%Added–
MUMicron Technology IncStock540$623.9K0.2%−4−0.7%ReducedHistory
WMGWarner Music Group Corp.COM CL A22,980$622.1K0.2%00.0%UnchangedHistory
ProShares Tr74347B680S&P MDCP 400 DIV6,484$593.7K0.2%+33+0.5%Added–
iShares Tr464287721U.S. TECH ETF2,330$587.8K0.2%00.0%Unchanged–
iShares Tr46428743220 YR TR BD ETF6,761$584.2K0.2%+329+5.1%Added–
MAMastercard IncStock1,131$581.0K0.2%+41+3.8%AddedHistory
Vanguard Morningstar Growth ETF922908736ETF6,203$534.3K0.2%00.0%UnchangedConverted for a 6-for-1 split–
EDConsolidated Edison IncStock4,829$534.3K0.2%+106+2.2%AddedHistory
NXPINXP Semiconductors N.V.COM1,816$512.2K0.2%00.0%UnchangedHistory
INTCIntel CorpStock3,576$499.4K0.2%−529−12.9%ReducedHistory
HDHome Depot, Inc.Stock1,370$483.2K0.2%+10+0.7%AddedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF8,051$480.6K0.2%+3,070+61.6%Added–
iShares MSCI Eafe ETF464287465ETF4,362$453.2K0.2%+116+2.7%Added–
ABBVAbbVie Inc.Stock1,648$414.8K0.2%+1,105+203.5%AddedHistory
WMTWalmart Inc.Stock3,554$402.5K0.1%+3,414+2,438.6%AddedHistory
MRKMerck & Co., Inc.Stock3,016$390.1K0.1%−45−1.5%ReducedHistory
NSCNorfolk Southern CorpStock1,204$378.7K0.1%−23−1.9%ReducedHistory
BNBROOKFIELD CorpCL A LTD VT SH8,649$368.3K0.1%+8+0.1%AddedHistory
CMCSAComcast CorpStock14,937$366.7K0.1%−254−1.7%ReducedHistory
KOCoca Cola CoStock4,482$366.6K0.1%+2,474+123.2%AddedHistory
JBLJabil IncStock942$363.1K0.1%+942NewHistory
ETNEaton Corp plcStock841$358.5K0.1%−2−0.2%ReducedHistory
CBChubb LtdStock1,049$358.1K0.1%−12−1.1%ReducedHistory

Sold out since Q1 2026 (51)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Westfuller Advisors, LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
iShares Tr46436E7180-3 MTH TREASURY239,063$24.1M10.4%–
Vanguard Instl Index FD9220408450 3 MO TR BI ETF18,063$1.37M0.6%–
HONHoneywell International IncCOM2,536$573.2K0.2%History
Vanguard Morningstar Small-Cap Growth ETF922908595ETF577$174.4K0.1%–
HUBSHubSpot IncCOM347$84.7K<0.1%History
PLTRPalantir Technologies Inc.Stock476$69.6K<0.1%History
NXTNextpower Inc.Stock550$66.3K<0.1%History
Vanguard Consumer Discretionary ETF92204A108ETF65$23.5K<0.1%–
Vanguard Industrials ETF92204A603ETF66$20.6K<0.1%–
APPAppLovin CorpCOM CL A37$14.7K<0.1%History
iShares Global Clean Energy ETF464288224ETF797$14.6K<0.1%–
Vanguard Energy ETF92204A306ETF47$8.08K<0.1%–
AZOAutoZone IncCOM2$6.76K<0.1%History
NVRNVR IncCOM1$6.59K<0.1%History
PSXPhillips 66Stock35$6.39K<0.1%History
GDDYGoDaddy Inc.CL A63$5.21K<0.1%History
FISVFiserv IncStock92$5.13K<0.1%History
CACICACI International IncCL A9$4.89K<0.1%History
PTCPTC Inc.Stock29$4.13K<0.1%History
OTISOtis Worldwide CorpStock47$3.59K<0.1%History
ABATAmerican Battery Technology CoCOM NEW1,178$3.29K<0.1%History
MIDDMIDDLEBY CorpCOM24$3.18K<0.1%History
Vanguard Materials ETF92204A801ETF14$3.12K<0.1%–
ITGartner IncCOM19$3.01K<0.1%History
TFXTeleflex IncCOM22$2.62K<0.1%History
HIIHuntington Ingalls Industries, Inc.COM6$2.23K<0.1%History
PGNYProgyny, Inc.COM131$2.23K<0.1%History
EBFEnnis, Inc.COM98$2.09K<0.1%History
VODVodafone Group Public Ltd CoADR135$2.03K<0.1%History
BMOBank of MontrealCOM14$1.87K<0.1%History
MOHMolina Healthcare, Inc.COM13$1.73K<0.1%History
SMGScotts Miracle-Gro CoStock26$1.58K<0.1%History
RVTYRevvity, Inc.COM16$1.40K<0.1%History
DTDynatrace, Inc.Stock33$1.22K<0.1%History
GAPGap IncCOM39$934<0.1%History
iShares Tr464287184CHINA LG-CAP ETF25$907<0.1%–
LULUlululemon athletica inc.Stock5$766<0.1%History
BIOBio-Rad Laboratories, Inc.CL A2$558<0.1%History
VFCV F CorpStock28$475<0.1%History
FGF&G Annuities & Life, Inc.COMMON STOCK18$459<0.1%History
NMINuveen Municipal Income Fund IncCOM19$202<0.1%History
MGFAberdeen Government Markets Income FundSH BEN INT59$172<0.1%History
BHFBrighthouse Financial, Inc.COM2$120<0.1%History
ENPHEnphase Energy, Inc.Stock3$113<0.1%History
THOThor Industries IncCOM1$68<0.1%History
OXYOccidental Petroleum CorpStock1$59<0.1%History
OGNOrganon & Co.Stock4$22<0.1%History
RCIRogers Communications IncCL B1$22<0.1%History
CHGGChegg, IncCOM15$11<0.1%History
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS0$7<0.1%History
INGING Groep NVSPONSORED ADR0$1<0.1%History