Westfuller Advisors, LLC — 13F Holdings & Portfolio
CIK 2024115 · latest 13F-HR filed 2026-04-28
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
$231.7M
Long-equity book
Holdings
761
Distinct positions
Period
2026-03-31
Filed 2026-04-28
Q/Q Activity
+35 / −44 / ↑227 / ↓325
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$2.3M +35.7%
- ISHARES TR$1.3M +35.4%
- INTERNATIONAL BUSINESS MACHS$917.0K +419.5%
- ISHARES TR$794.8K +119.7%
- ISHARES GOLD TR$706.3K +75.5%
Top Trims
- VANGUARD WORLD FD-$2.9M -50.0%
- VANGUARD INSTL INDEX FD-$1.9M -57.8%
- ISHARES TR-$1.6M -40.2%
- VANGUARD WORLD FD-$1.3M -22.5%
- MICROSOFT CORP-$1.0M -30.8%
New Positions
- AMPLIFY ETF TR$133.9K
- ASTERA LABS INC$73.1K
- NEXTPOWER INC$66.3K
- MANAGER DIRECTED PORTFOLIOS$57.1K
- ASTRAZENECA PLC$32.7K
Exited Positions
- ISHARES TR$964.4K
- ISHARES TR$380.7K
- ISHARES TR$275.7K
- ASTRAZENECA PLC$191.6K
- UNILEVER PLC$143.0K
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 | ISHARES TR | SGOV | 46436E718 | $24.1M | 10.39% | 239,063 | SH |
| 2 | ISHARES TR | GOVT | 46429B267 | $8.6M | 3.73% | 377,414 | SH |
| 3 | VANGUARD INDEX FDS | VOO | 922908363 | $8.4M | 3.63% | 14,057 | SH |
| 4 | NVIDIA CORPORATION | NVDA | 67066G104 | $7.6M | 3.27% | 43,483 | SH |
| 5 | APPLE INC | AAPL | 037833100 | $7.4M | 3.21% | 29,313 | SH |
| 6 | NUSHARES ETF TR | NUBD | 67092P870 | $7.0M | 3.04% | 317,033 | SH |
| 7 | ISHARES TR | IEFA | 46432F842 | $5.9M | 2.54% | 64,948 | SH |
| 8 | AMAZON COM INC | AMZN | 023135106 | $5.8M | 2.49% | 27,685 | SH |
| 9 | ISHARES TR | AGG | 464287226 | $5.0M | 2.14% | 49,904 | SH |
| 10 | VANGUARD WORLD FD | VSGX | 921910725 | $4.6M | 2.00% | 64,458 | SH |
| 11 | SPDR GOLD TR | GLD | 78463V107 | $4.1M | 1.76% | 9,490 | SH |
| 12 | ISHARES TR | CMF | 464288356 | $3.9M | 1.69% | 69,064 | SH |
| 13 | TIDAL TRUST III | WOMN | 45259A100 | $3.4M | 1.48% | 86,875 | SH |
| 14 | ISHARES TR | IVV | 464287200 | $3.3M | 1.41% | 4,991 | SH |
| 15 | EA SERIES TRUST | CHGX | 02072L151 | $3.0M | 1.29% | 111,747 | SH |
| 16 | ALPHABET INC | GOOGL | 02079K305 | $2.9M | 1.27% | 10,257 | SH |
| 17 | VANGUARD WORLD FD | ESGV | 921910733 | $2.9M | 1.25% | 25,860 | SH |
| 18 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $2.9M | 1.25% | 6,051 | SH |
| 19 | VANGUARD BD INDEX FDS | BIV | 921937819 | $2.8M | 1.20% | 36,016 | SH |
| 20 | INVESCO QQQ TR | QQQ | 46090E103 | $2.8M | 1.20% | 4,816 | SH |
| 21 | VANGUARD BD INDEX FDS | BSV | 921937827 | $2.8M | 1.20% | 35,411 | SH |
| 22 | TIDAL TRUST I | JSTC | 886364876 | $2.7M | 1.17% | 139,067 | SH |
| 23 | ALPHABET INC | GOOG | 02079K107 | $2.7M | 1.15% | 9,286 | SH |
| 24 | ISHARES TR | DMXF | 46436E759 | $2.4M | 1.05% | 32,379 | SH |
| 25 | BROADCOM INC | AVGO | 11135F101 | $2.4M | 1.02% | 7,624 | SH |
| 26 | ISHARES TR | EAGG | 46435U549 | $2.3M | 1.00% | 48,725 | SH |
| 27 | JPMORGAN CHASE & CO | JPM | 46625H100 | $2.3M | 0.98% | 7,747 | SH |
| 28 | ISHARES TR | DGRO | 46434V621 | $2.3M | 0.97% | 32,073 | SH |
| 29 | MICROSOFT CORP | MSFT | 594918104 | $2.2M | 0.97% | 6,068 | SH |
| 30 | VANGUARD STAR FDS | VXUS | 921909768 | $2.0M | 0.88% | 26,425 | SH |
| 31 | VANGUARD INDEX FDS | VTI | 922908769 | $2.0M | 0.87% | 6,272 | SH |
| 32 | ISHARES TR | NYF | 464288323 | $2.0M | 0.86% | 37,691 | SH |
| 33 | ELI LILLY & CO | LLY | 532457108 | $2.0M | 0.86% | 2,163 | SH |
| 34 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $2.0M | 0.85% | 3,007 | SH |
| 35 | JOHNSON & JOHNSON | JNJ | 478160104 | $1.8M | 0.78% | 7,434 | SH |
| 36 | ISHARES TR | IGRO | 46435G524 | $1.7M | 0.75% | 20,643 | SH |
| 37 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $1.7M | 0.72% | 1,969 | SH |
| 38 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $1.7M | 0.72% | 11,242 | SH |
| 39 | NUSHARES ETF TR | NUSC | 67092P607 | $1.7M | 0.71% | 36,681 | SH |
| 40 | ISHARES GOLD TR | IAUM | 46436F103 | $1.6M | 0.71% | 35,165 | SH |
| 41 | VANGUARD SCOTTSDALE FDS | VMBS | 92206C771 | $1.6M | 0.68% | 33,581 | SH |
| 42 | INVESCO EXCHANGE TRADED FD T | XMHQ | 46137V472 | $1.5M | 0.66% | 14,802 | SH |
| 43 | LAM RESEARCH CORP | LRCX | 512807306 | $1.5M | 0.63% | 6,844 | SH |
| 44 | ISHARES TR | ERET | 46436E270 | $1.5M | 0.63% | 53,781 | SH |
| 45 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $1.4M | 0.62% | 19,194 | SH |
| 46 | J P MORGAN EXCHANGE TRADED F | JQUA | 46641Q761 | $1.4M | 0.61% | 22,906 | SH |
| 47 | VANGUARD INSTL INDEX FD | VBIL | 922040845 | $1.4M | 0.59% | 18,063 | SH |
| 48 | TIDAL TRUST III | NACP | 45259A209 | $1.3M | 0.55% | 26,150 | SH |
| 49 | VANGUARD INDEX FDS | VXF | 922908652 | $1.2M | 0.54% | 6,052 | SH |
| 50 | UNION PAC CORP | UNP | 907818108 | $1.2M | 0.53% | 5,046 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-28 | $231.7M | 761 | 0002000324-26-001734 |
| 2025-12-31 | 2026-01-21 | $247.3M | 772 | 0002000324-26-000134 |