Westfuller Advisors, LLC
Top Portfolio Positions
603 positions ·
$90,100,197 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
43,483 | $7,583,435 | 8.42% | |
| AAPL |
Apple Inc.
Technology
|
29,313 | $7,439,346 | 8.26% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
27,685 | $5,765,954 | 6.40% | |
| GLD |
Spdr Gold Trust
|
9,490 | $4,083,452 | 4.53% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
10,257 | $2,949,502 | 3.27% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
6,051 | $2,899,639 | 3.22% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
4,816 | $2,779,698 | 3.09% | |
| AVGO |
Broadcom Inc.
Technology
|
7,624 | $2,359,704 | 2.62% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
7,747 | $2,278,857 | 2.53% | |
| MSFT |
Microsoft Corp
Technology
|
6,068 | $2,246,191 | 2.49% |
Portfolio Trend
7 quarters · across all stocks
Holdings in IPAR
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $454 | 5 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $933 | 11 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,082 | 11 | Shares | Sole | 2025-10-30 | |
| No 13F history on record for this holder in this stock. | ||||||