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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 and exited 52; 403 existing positions rose in reported value and 171 fell.

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.

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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

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
SPY4.4% · +435%GOVT3.6% · +16%AAPL3.6% · +16%VOO3.4% · -2%NVDA3.2% · +1%VONG2.8% · +302400%NUBD2.5% · -1%AMZN2.5% · +4%VSGX2.4% · +25%IEFA2.3% · +2%AGG2.3% · +25%ESGV2.0% · +62%CVLC1.7% · +574%GOOG1.7% · +44%GOOGL1.6% · +19%EAGG1.6% · +87%CMF1.5% · +1%IVV1.4% · +2%WOMN1.3% · -2%EFG1.3% · +755%CHGX1.3% · -6%GLD1.3% · -1%MSFT1.2% · +51%JSTC1.2% · +6%QQQ1.2% · -5%JPM1.2% · +33%BRK.B1.2% · +6%AVGO1.1% · +2%BSV1.0% · +3%LRCX1.0% · -6%BIV1.0% · -2%DMXF1.0% · -1%JNJ1.0% · +40%NUSC1.0% · +37%LLY0.9% · -3%DGRO0.9% · +3%VTI0.8% · +0%VXUS0.8% · +0%ERET0.7% · +32%GS0.7% · +0%IGRO0.7% · +1%IAUM0.7% · +28%PANW0.6% · +4%NYF0.6% · -14%NACP0.6% · +6%JQUA0.6% · +0%VEU0.6% · -0%VMBS0.6% · -0%VYM0.6% · -15%UNP0.5% · +9%XMHQ0.5% · -14%NUEM0.5% · -0%VXF0.5% · -10%IBM0.5% · +0%COST0.4% · +27%SBUX0.4% · +5%IWM0.4% · +31%BNDX0.4% · +1%VEA0.4% · +96%AMD0.4% · +280%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 30.8%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 31, 2026.

Assets Under Management
$3.37B
Discretionary
$2.66B
Employees
23
Accounts
88
Address
1185 AVENUE OF THE AMERICAS
SUITE 319
NEW YORK, NY 10036
Phone
(212) 219-6198
Website
Name Title / Status Ownership Type
CAMBRIA HOLDINGS, LLC ControlMEMBER
since Nov 2010
25–50%Domestic Entity
Dziura, Michael, W ControlCHIEF COMPLIANCE OFFICER
since Jan 2024
Less than 5%Individual
FULLER, IAN, SCOT ControlMEMBER, CEO
since Nov 2010
25–50%Individual
WEST, LOLA, C. ControlMEMBER, CHAIRWOMAN, CHIEF CULTURE OFFICER
since Nov 2010
25–50%Individual
COLE, BRIAN, CHARLESCHIEF ADMINISTRATIVE OFFICER
since Jul 2020
Less than 5%Individual
WILLIAMS, MONA, SHELICECHIEF OPERATING OFFICER
since Jan 2023
Less than 5%Individual
HERSCH, DARYL, SCOTT Control
Indirect owner via CAMBRIA HOLDINGS, LLC
SHAREHOLDER
since Dec 2006
75% or moreIndividual
Ownership & leadership changes · 4 filings with changes since Sep 15, 2017

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 31, 2025 filing
  • AddedCOLE, BRIAN, CHARLES · CHIEF ADMINISTRATIVE OFFICER · Less than 5%
  • AddedWILLIAMS, MONA, SHELICE · CHIEF OPERATING OFFICER · Less than 5%
  • ChangedWEST, LOLA, C. · title MEMBER, CHAIRWOMAN → MEMBER, CHAIRWOMAN, CHIEF CULTURE OFFICER
Mar 26, 2024 filing
  • No longer listedNICHOLS, HEATHER, LEIGH · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Jan 2022
  • AddedDziura, Michael, W · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Mar 31, 2023 filing
  • ChangedFULLER, IAN, SCOT · title MEMBER, MANAGING DIRECTOR → MEMBER, CEO
  • ChangedWEST, LOLA, C. · title MEMBER, MANAGING DIRECTOR → MEMBER, CHAIRWOMAN
Mar 31, 2022 filing
  • AddedNICHOLS, HEATHER, LEIGH · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ChangedFULLER, IAN, SCOT · title MEMBER, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER → MEMBER, MANAGING DIRECTOR
Sep 15, 2017 filing (earliest on record)
  • ListedCAMBRIA HOLDINGS, LLC · MEMBER · 25–50% · control person
  • ListedFULLER, IAN, SCOT · MEMBER, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER · 25–50% · control person
  • ListedHERSCH, DARYL, SCOTT · SHAREHOLDER · 75% or more · indirect via CAMBRIA HOLDINGS, LLC · control person
  • ListedWEST, LOLA, C. · MEMBER, MANAGING DIRECTOR · 25–50% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 403 →

Top Trims

Show all 171 →

New Positions

Show all 61 →

Exited Positions

Show all 52 →

Westfuller Advisors, LLC Holdings (2026-06-30)

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
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