Westfuller Advisors, LLC

CIK

2024115

Location

New York, NY

Portfolio Value

Small $274,599,587

Diversification

Diversified

Filing Date

Global Rank

#5,489 / 8,798 ▲ 853 · as of Jun 2026

Top Industry

Semiconductors 15.1%

Period ended 3 months ago

Filed Jul 29, 2026 · 2mo

9 quarters · since Mar 2024

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

659 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

20.3%

+13.6 pts

Top 5

38.2%

+10.4 pts

Top 10

54.6%

+10.6 pts

HHI

581

Diversified+324

Portfolio Trend

9 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	61.1%	$167,795,427	54
Technology	15.1%	$41,383,814	106
Financial Services	5.7%	$15,774,594	101
Communication Services	4.8%	$13,212,525	28
Consumer Cyclical	3.7%	$10,121,162	66
Healthcare	3.4%	$9,326,002	69
Industrials	2.7%	$7,401,017	93
Consumer Defensive	1.3%	$3,692,650	40
Basic Materials	0.7%	$2,000,773	31
Utilities	0.7%	$1,900,869	23
Real Estate	0.4%	$1,089,431	25
Energy	0.3%	$901,323	23

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BNDW	Vanguard Total World Bond ETF	+58,951	107,861	$10,587,774
CDEI	Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF	+42,770	50,220	$4,744,283
EDV	Vanguard World Funds Extended Duration ETF	+32,167	127,596	$12,962,153
SPY	Spdr S&P 500 ETF Trust	+13,087	16,094	$12,018,516
IAUM	iShares Gold Trust Micro	+9,661	44,826	$1,793,488
NCLO	Nuveen AA-BBB CLO ETF	+9,529	404,045	$11,814,824
—		+9,069	148,136	$3,389,351
VEA	Vanguard FTSE Developed Markets ETF	+7,559	15,408	$1,097,820
GOOGL	Alphabet Inc.	+6,017	25,560	$9,080,422
VB	Vanguard Morningstar Small-Cap ETF	+5,280	27,689	$12,447,072
AAPL	Apple Inc.	+4,596	33,909	$9,811,908
—		+4,449	5,492	$181,496
PFE	Pfizer Inc	+4,402	5,206	$125,360
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+4,294	28,350	$1,941,031
WMT	Walmart Inc.	+3,414	3,554	$402,526
VZ	Verizon Communications Inc	+3,182	6,242	$264,286
MSFT	Microsoft Corp	+3,091	9,159	$3,416,490
JNJ	Johnson & Johnson	+2,979	10,413	$2,644,589
VEU	Vanguard FTSE All-World Ex-US ETF	+2,966	27,171	$2,084,059
JPM	Jpmorgan Chase & Co	+2,559	10,306	$3,373,462
KO	Coca Cola Co	+2,474	4,482	$364,252
PCAR	Paccar Inc	+2,377	2,441	$293,212
ABT	Abbott Laboratories	+1,614	2,833	$257,066
AMD	Advanced Micro Devices Inc	+1,326	1,800	$1,045,638
AIEQ	Amplify AI Powered Equity ETF	+1,237	3,264	$263,111
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−89,614	1,045,220	$55,692,435
—		−7,096	104,651	$3,475,145
USA	Liberty All Star Equity Fund	−5,373	1,661	$9,650
NCLH	Norwegian Cruise Line Holdings Ltd.	−3,210	467	$9,858
ABI	VictoryShares Pioneer Asset-Based Income ETF	−2,530	15,955	$1,644,114
—		−2,177	3,523	$322,847
NIO	NIO Inc.	−1,728	9,952	$50,357
VIGI	Vanguard International Dividend Appreciation ETF	−1,648	9,594	$1,516,139
HON	Honeywell International Inc	−1,160	1,376	$308,086
NKE	NIKE, Inc.	−1,023	387	$15,886
UBER	Uber Technologies, Inc	−835	281	$20,276
LYB	LyondellBasell Industries N.V.	−677	1,214	$63,917
PEG	Public Service Enterprise Group Inc	−634	1,257	$102,018
VIG	Vanguard Dividend Appreciation ETF	−632	10,656	$1,212,187
—		−608	5,444	$1,340,367
DECK	Deckers Outdoor Corp	−553	9	$893
DD	DuPont de Nemours, Inc.	−551	274	$37,165
INTC	Intel Corp	−529	3,576	$499,316
NFLX	Netflix Inc	−516	2,950	$210,630
ZS	Zscaler, Inc.	−472	247	$34,864
BEPC	Brookfield Renewable Corp	−465	4,188	$155,458
BNY	Bank of New York Mellon Corp	−433	5,350	$773,663
C	Citigroup Inc	−424	989	$138,420
ACB	Aurora Cannabis Inc	−400	100	$279
LRCX	Lam Research Corp	−376	6,468	$2,802,778
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
JBL	Jabil Inc	942	$363,122
HONA	Honeywell Aerospace Inc.	1,376	$304,206
HYSA	BondBloxx USD High Yield Bond Sector Rotation ETF	5,039	$253,461
AVY	Avery Dennison Corp	889	$144,329
BR	Broadridge Financial Solutions, Inc.	615	$84,224
MCHP	Microchip Technology Inc	912	$83,174
HOOD	Robinhood Markets, Inc.	763	$76,513
VECO	Veeco Instruments Inc	904	$68,523
AMN	Amn Healthcare Services Inc	2,109	$68,268
HRI	Herc Holdings Inc	445	$63,786
BX	Blackstone Inc.	358	$42,125
MMM	3M Co	200	$32,382
WM	Waste Management Inc	118	$26,299
CPRT	Copart Inc	887	$25,004
LNC	Lincoln National Corp	675	$23,861
ALC	Alcon Inc	343	$23,015
WSO	Watsco Inc	46	$19,169
AOS	Smith A O Corp	268	$16,808
BWA	Borgwarner Inc	250	$16,600
GGG	Graco Inc	203	$15,348
PH	Parker-Hannifin Corp	15	$14,671
SPCX	Space Exploration Technologies Corp	50	$8,543
MNST	Monster Beverage Corp	80	$7,689
PODD	Insulet Corp	43	$6,546
COR	Cencora, Inc.	20	$5,659
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
VBIL	Vanguard 0-3 Month Treasury Bill ETF	18,063	$1,366,465
HUBS	Hubspot Inc	347	$84,702
PLTR	Palantir Technologies Inc.	476	$69,629
NXT	Nextpower Inc.	550	$66,302
APP	AppLovin Corp	37	$14,726
BDX	Becton Dickinson & Co	61	$9,591
TSCO	Tractor Supply Co /De/	180	$8,154
AZO	Autozone Inc	2	$6,755
NVR	Nvr Inc	1	$6,589
MLM	Martin Marietta Materials Inc	11	$6,475
PSX	Phillips 66	35	$6,376
GDDY	GoDaddy Inc.	63	$5,208
FISV	Fiserv Inc	92	$5,133
CACI	Caci International Inc /De/	9	$4,894
PTC	Ptc Inc.	29	$4,132
OTIS	Otis Worldwide Corp	47	$3,622
ABAT	AMERICAN BATTERY TECHNOLOGY Co	1,178	$3,286
LH	Labcorp Holdings Inc.	12	$3,201
MIDD	MIDDLEBY Corp	24	$3,181
IT	Gartner Inc	19	$3,008
HSBC	Hsbc Holdings PLC	35	$2,887
TFX	Teleflex Inc	22	$2,631
HII	Huntington Ingalls Industries, Inc.	6	$2,279
PGNY	Progyny, Inc.	131	$2,224
EBF	Ennis, Inc.	98	$2,099
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

659 tracked positions · $274,599,587 total · filing declares 770 positions · $274,713,294 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 659 positions by value · page 1 of 14

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	1,045,220	-89,614	$55,692,435	—	20.28%
EDV	Vanguard World Funds Extended Duration ETF	Added	127,596	+32,167	$12,962,153	+55.1%	4.72%
VB	Vanguard Morningstar Small-Cap ETF	Added	27,689	+5,280	$12,447,072	+16.1%	4.53%
SPY	Spdr S&P 500 ETF Trust	Added	16,094	+13,087	$12,018,516	+514.6%	4.38%
NCLO	Nuveen AA-BBB CLO ETF	Added	404,045	+9,529	$11,814,824	+11.6%	4.30%
BNDW	Vanguard Total World Bond ETF	Added	107,861	+58,951	$10,587,774	+278.2%	3.86%
AAPL	Apple Inc. Technology	Added	33,909	+4,596	$9,811,908	+31.9%	3.57%
GOOGL	Alphabet Inc. Communication Services	Added	25,560	+6,017	$9,080,422	+61.8%	3.31%
NVDA	Nvidia Corp Technology	Added	43,871	+388	$8,778,148	+15.8%	3.20%
AMZN	Amazon Com Inc Consumer Cyclical	Added	28,647	+962	$6,827,725	+18.4%	2.49%
BIV	Vanguard Intermediate-Term Bond ETF	Added	76,717	+575	$5,870,569	+0.2%	2.14%
ACKY	VistaShares Target 15 ACKtivist Distribution ETF	Added	113,071	+46	$5,303,448	+12.8%	1.93%
CDEI	Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF	Added	50,220	+42,770	$4,744,283	+695.4%	1.73%
		Reduced	104,651	-7,096	$3,475,145	+16.0%	1.27%
GLD	Spdr Gold Trust	Reduced	9,354	-136	$3,445,826	−15.6%	1.25%
MSFT	Microsoft Corp Technology	Added	9,159	+3,091	$3,416,490	+52.1%	1.24%
		Added	148,136	+9,069	$3,389,351	+25.0%	1.23%
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,590	-226	$3,380,076	+21.6%	1.23%
JPM	Jpmorgan Chase & Co Financial Services	Added	10,306	+2,559	$3,373,462	+48.0%	1.23%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	6,385	+334	$3,194,990	+10.2%	1.16%
AVGO	Broadcom Inc. Technology	Added	7,743	+119	$2,924,918	+24.0%	1.07%
LRCX	Lam Research Corp Technology	Reduced	6,468	-376	$2,802,778	+91.7%	1.02%
JNJ	Johnson & Johnson Healthcare	Added	10,413	+2,979	$2,644,589	+45.5%	0.96%
LLY	ELI LILLY & Co Healthcare	Reduced	2,096	-67	$2,514,005	+26.4%	0.92%
VXUS	Vanguard Total International Stock ETF	Added	26,542	+117	$2,269,075	+11.4%	0.83%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	27,171	+2,966	$2,084,059	+21.5%	0.76%
GS	Goldman Sachs Group Inc Financial Services	Added	1,971	+2	$1,993,410	+19.7%	0.73%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	28,350	+4,294	$1,941,031	+32.1%	0.71%
IAUM	iShares Gold Trust Micro	Added	44,826	+9,661	$1,793,488	+9.2%	0.65%
PANW	Palo Alto Networks Inc Technology	Added	5,158	+214	$1,758,981	+121.9%	0.64%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Reduced	15,955	-2,530	$1,644,114	−5.4%	0.60%
VIGI	Vanguard International Dividend Appreciation ETF	Reduced	9,594	-1,648	$1,516,139	−8.9%	0.55%
UNP	Union Pacific Corp Industrials	Added	5,514	+468	$1,499,808	+22.5%	0.55%
		Reduced	5,444	-608	$1,340,367	+7.6%	0.49%
IBM	International Business Machines Corp Technology	Added	4,702	+17	$1,322,249	+16.4%	0.48%
VIG	Vanguard Dividend Appreciation ETF	Reduced	10,656	-632	$1,212,187	−0.4%	0.44%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,292	+276	$1,208,627	+19.4%	0.44%
SBUX	Starbucks Corp Consumer Cyclical	Added	11,787	+574	$1,204,513	+19.9%	0.44%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	29,942	+561	$1,171,103	+19.0%	0.43%
BNDX	Vanguard Total International Bond ETF	Added	22,744	+156	$1,101,491	+1.5%	0.40%
VEA	Vanguard FTSE Developed Markets ETF	Added	15,408	+7,559	$1,097,820	+118.3%	0.40%
AMD	Advanced Micro Devices Inc Technology	Added	1,800	+1,326	$1,045,638	+984.4%	0.38%
AXP	American Express Co Financial Services	Reduced	3,069	-39	$1,038,089	+10.4%	0.38%
META	Meta Platforms, Inc. Communication Services	Added	1,755	+15	$988,573	−0.7%	0.36%
DIS	Walt Disney Co Communication Services	Added	9,754	+467	$938,822	+4.9%	0.34%
PEP	Pepsico Inc Consumer Defensive	Added	6,654	+486	$900,951	−5.9%	0.33%
BKF	iShares MSCI BIC ETF	Added	5,057	+352	$774,249	+38.9%	0.28%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	5,350	-433	$773,663	+12.8%	0.28%
V	Visa Inc. Financial Services	Added	2,172	+680	$745,191	+65.3%	0.27%
CSCO	Cisco Systems, Inc. Technology	Added	6,106	+348	$717,210	+60.5%	0.26%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.