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Westfuller Advisors, LLC — 13F Holdings & Portfolio

CIK 2024115 · latest 13F-HR filed 2026-07-29

Backtest portfolio

Westfuller Advisors, LLC manages $274.7M in 13F-reported U.S. long-equity assets across 770 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPY (4.39%), GOVT (3.64%), AAPL (3.57%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 61 new positions, exited 52, added to 403, and trimmed 171.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1185 AVENUE OF THE AMERICAS
3RD FLOOR
NEW YORK, NY 10036
Phone
(212) 542-5851
Filing Manager
Westfuller Advisors, LLC
New York, NY
Signatory
Michael Dziura
Chief Compliance Officer
Loading holdings…
AUM

$274.7M

Long-equity book

Holdings

770

Distinct positions

Period

2026-06-30

Filed 2026-07-29

Q/Q Activity

+61 / −52 / ↑403 / ↓171

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • STATE STR SPDR S&P 500 ETF T$10.1M +514.5%
  • VANGUARD SCOTTSDALE FDS$7.7M +352338.7%
  • MORGAN STANLEY ETF TRUST$4.1M +695.4%
  • ISHARES TR$3.1M +855.6%
  • VANGUARD WORLD FD$2.7M +91.4%
Show all 403 →

Top Trims

  • SPDR GOLD TR-$637.6K -15.6%
  • ISHARES TR-$414.1K -88.8%
  • ISHARES TR-$257.9K -12.9%
  • SPDR SERIES TRUST-$199.5K -38.2%
  • ISHARES TR-$186.7K -20.0%
Show all 171 →

New Positions

  • JABIL INC$363.1K
  • ISHARES TR$320.6K
  • HONEYWELL INTL INC$308.1K
  • HONEYWELL AEROSPACE INC$304.2K
  • BONDBLOXX ETF TRUST$253.4K
Show all 61 →

Exited Positions

  • ISHARES TR$24.1M
  • VANGUARD INSTL INDEX FD$1.4M
  • HONEYWELL INTL INC$573.2K
  • VANGUARD INDEX FDS$174.4K
  • HUBSPOT INC$84.7K
Show all 52 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $12.0M 4.39% 16,094 SH
2 ISHARES TR GOVT 46429B267 $10.0M 3.64% 439,520 SH
3 APPLE INC AAPL 037833100 $9.8M 3.57% 33,909 SH
4 VANGUARD INDEX FDS VOO 922908363 $9.4M 3.44% 13,758 SH
5 NVIDIA CORPORATION NVDA 67066G104 $8.8M 3.20% 43,871 SH
6 VANGUARD SCOTTSDALE FDS VONG 92206C680 $7.7M 2.81% 60,500 SH
7 NUSHARES ETF TR NUBD 67092P870 $6.9M 2.52% 313,124 SH
8 AMAZON COM INC AMZN 023135106 $6.8M 2.49% 28,647 SH
9 VANGUARD WORLD FD VSGX 921910725 $6.6M 2.42% 80,589 SH
10 ISHARES TR IEFA 46432F842 $6.4M 2.32% 66,104 SH
11 ISHARES TR AGG 464287226 $6.2M 2.25% 62,578 SH
12 VANGUARD WORLD FD ESGV 921910733 $5.6M 2.02% 42,011 SH
13 MORGAN STANLEY ETF TRUST CVLC 61774R205 $4.7M 1.73% 50,220 SH
14 ALPHABET INC GOOG 02079K107 $4.7M 1.72% 13,355 SH
15 ALPHABET INC GOOGL 02079K305 $4.4M 1.59% 12,205 SH
16 ISHARES TR EAGG 46435U549 $4.3M 1.57% 91,000 SH
17 ISHARES TR CMF 464288356 $4.0M 1.46% 69,572 SH
18 ISHARES TR IVV 464287200 $3.8M 1.39% 5,103 SH
19 TIDAL TRUST III WOMN 45259A100 $3.6M 1.32% 85,395 SH
20 ISHARES TR EFG 464288885 $3.5M 1.28% 28,159 SH
21 EA SERIES TRUST CHGX 02072L151 $3.5M 1.27% 104,651 SH
22 SPDR GOLD TR GLD 78463V107 $3.4M 1.25% 9,354 SH
23 MICROSOFT CORP MSFT 594918104 $3.4M 1.24% 9,159 SH
24 TIDAL TRUST I JSTC 886364876 $3.4M 1.23% 148,136 SH
25 INVESCO QQQ TR QQQ 46090E103 $3.4M 1.23% 4,590 SH
26 JPMORGAN CHASE & CO JPM 46625H100 $3.4M 1.23% 10,306 SH
27 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $3.2M 1.16% 6,385 SH
28 BROADCOM INC AVGO 11135F101 $2.9M 1.06% 7,743 SH
29 VANGUARD BD INDEX FDS BSV 921937827 $2.8M 1.03% 36,374 SH
30 LAM RESEARCH CORP LRCX 512807306 $2.8M 1.02% 6,468 SH
31 VANGUARD BD INDEX FDS BIV 921937819 $2.7M 0.99% 35,449 SH
32 ISHARES TR DMXF 46436E759 $2.7M 0.99% 32,125 SH
33 JOHNSON & JOHNSON JNJ 478160104 $2.6M 0.96% 10,413 SH
34 NUSHARES ETF TR NUSC 67092P607 $2.6M 0.95% 50,276 SH
35 ELI LILLY & CO LLY 532457108 $2.5M 0.92% 2,096 SH
36 ISHARES TR DGRO 46434V621 $2.5M 0.91% 32,935 SH
37 VANGUARD INDEX FDS VTI 922908769 $2.3M 0.85% 6,290 SH
38 VANGUARD STAR FDS VXUS 921909768 $2.3M 0.83% 26,542 SH
39 ISHARES TR ERET 46436E270 $2.1M 0.75% 70,937 SH
40 GOLDMAN SACHS GROUP INC GS 38141G104 $2.0M 0.73% 1,971 SH
41 ISHARES TR IGRO 46435G524 $1.8M 0.67% 20,921 SH
42 ISHARES GOLD TRUST MICRO IAUM 46436F103 $1.8M 0.65% 44,826 SH
43 PALO ALTO NETWORKS INC PANW 697435105 $1.8M 0.64% 5,158 SH
44 ISHARES TR NYF 464288323 $1.7M 0.63% 32,358 SH
45 TIDAL TRUST III NACP 45259A209 $1.7M 0.61% 27,676 SH
46 J P MORGAN EXCHANGE TRADED F JQUA 46641Q761 $1.7M 0.60% 22,967 SH
47 VANGUARD INTL EQUITY INDEX F VEU 922042775 $1.6M 0.58% 19,090 SH
48 VANGUARD SCOTTSDALE FDS VMBS 92206C771 $1.6M 0.57% 33,553 SH
49 VANGUARD WHITEHALL FDS VYM 921946406 $1.5M 0.55% 9,594 SH
50 UNION PAC CORP UNP 907818108 $1.5M 0.55% 5,514 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-29 $274.7M 770 0002000324-26-003250
2026-03-31 2026-04-28 $231.7M 761 0002000324-26-001734
2025-12-31 2026-01-21 $247.3M 772 0002000324-26-000134