Westfuller Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$231.7M
Q ending 2026-03-31
Prior quarter
$247.3M
Q ending 2025-12-31
Change
-6.3% QoQ · +54.7% YoY
Positions
756
reported holdings
Largest positions
Top 100 of 756 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | SGOV | Shares | $24.1M | 239K |
| Ishares Tr | GOVT | Shares | $8.6M | 377K |
| Vanguard Index Fds | VOO | Shares | $8.4M | 14K |
| Nvidia Corporation | NVDA | Shares | $7.6M | 43K |
| Apple Inc | AAPL | Shares | $7.4M | 29K |
| Nushares Etf Tr | NUBD | Shares | $7.0M | 317K |
| Ishares Tr | IEFA | Shares | $5.9M | 65K |
| Amazon Com Inc | AMZN | Shares | $5.8M | 28K |
| Ishares Tr | AGG | Shares | $5.0M | 50K |
| Vanguard World Fd | VSGX | Shares | $4.6M | 64K |
| Spdr Gold Tr | GLD | Shares | $4.1M | 9K |
| Ishares Tr | CMF | Shares | $3.9M | 69K |
| Tidal Trust Iii | WOMN | Shares | $3.4M | 87K |
| Ishares Tr | IVV | Shares | $3.3M | 5K |
| Ea Series Trust | CHGX | Shares | $3.0M | 112K |
| Alphabet Inc | GOOGL | Shares | $2.9M | 10K |
| Vanguard World Fd | ESGV | Shares | $2.9M | 26K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.9M | 6K |
| Vanguard Bd Index Fds | BIV | Shares | $2.8M | 36K |
| Invesco Qqq Tr | QQQ | Shares | $2.8M | 5K |
| Vanguard Bd Index Fds | BSV | Shares | $2.8M | 35K |
| Tidal Trust I | JSTC | Shares | $2.7M | 139K |
| Alphabet Inc | GOOG | Shares | $2.7M | 9K |
| Ishares Tr | DMXF | Shares | $2.4M | 32K |
| Broadcom Inc | AVGO | Shares | $2.4M | 8K |
| Ishares Tr | EAGG | Shares | $2.3M | 49K |
| Jpmorgan Chase & Co | JPM | Shares | $2.3M | 8K |
| Ishares Tr | DGRO | Shares | $2.3M | 32K |
| Microsoft Corp | MSFT | Shares | $2.2M | 6K |
| Vanguard Star Fds | VXUS | Shares | $2.0M | 26K |
| Vanguard Index Fds | VTI | Shares | $2.0M | 6K |
| Ishares Tr | NYF | Shares | $2.0M | 38K |
| Eli Lilly & Co | LLY | Shares | $2.0M | 2K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.0M | 3K |
| Johnson & Johnson | JNJ | Shares | $1.8M | 7K |
| Ishares Tr | IGRO | Shares | $1.7M | 21K |
| Goldman Sachs Group Inc | GS | Shares | $1.7M | 2K |
| Vanguard Whitehall Fds | VYM | Shares | $1.7M | 11K |
| Nushares Etf Tr | NUSC | Shares | $1.7M | 37K |
| Ishares Gold Tr | IAUM | Shares | $1.6M | 35K |
| Vanguard Scottsdale Fds | VMBS | Shares | $1.6M | 34K |
| Invesco Exchange Traded Fd T | XMHQ | Shares | $1.5M | 15K |
| Lam Research Corp | LRCX | Shares | $1.5M | 7K |
| Ishares Tr | ERET | Shares | $1.5M | 54K |
| Vanguard Intl Equity Index F | VEU | Shares | $1.4M | 19K |
| J P Morgan Exchange Traded F | JQUA | Shares | $1.4M | 23K |
| Vanguard Instl Index Fd | VBIL | Shares | $1.4M | 18K |
| Tidal Trust Iii | NACP | Shares | $1.3M | 26K |
| Vanguard Index Fds | VXF | Shares | $1.2M | 6K |
| Union Pac Corp | UNP | Shares | $1.2M | 5K |
| Nushares Etf Tr | NUEM | Shares | $1.2M | 32K |
| International Business Machs | IBM | Shares | $1.1M | 5K |
| Vanguard Charlotte Fds | BNDX | Shares | $1.1M | 23K |
| Costco Wholesale Corporation | COST | Shares | $1.0M | 1K |
| Starbucks Corp | SBUX | Shares | $1.0M | 11K |
| Meta Platforms Inc | META | Shares | $996K | 2K |
| Pepsico Inc | PEP | Shares | $958K | 6K |
| Spdr Series Trust | SPIB | Shares | $946K | 28K |
| American Express Co | AXP | Shares | $940K | 3K |
| Ishares Tr | SUSB | Shares | $932K | 37K |
| Disney Walt Co | DIS | Shares | $895K | 9K |
| Vanguard Index Fds | VNQ | Shares | $850K | 10K |
| Palo Alto Networks Inc | PANW | Shares | $793K | 5K |
| Ishares Tr | IWM | Shares | $748K | 3K |
| Vanguard Scottsdale Fds | VTWO | Shares | $703K | 7K |
| Bank New York Mellon Corp | BNY | Shares | $686K | 6K |
| Thermo Fisher Scientific Inc | TMO | Shares | $660K | 1K |
| Nushares Etf Tr | NULG | Shares | $638K | 7K |
| Ishares Tr | IWF | Shares | $620K | 1K |
| Spdr Index Shs Fds | SPEM | Shares | $597K | 13K |
| Morgan Stanley Etf Trust | CVLC | Shares | $596K | 7K |
| Warner Music Group Corp | WMG | Shares | $587K | 23K |
| Honeywell Intl Inc | HONGBP | Shares | $573K | 3K |
| Ishares Tr | TLT | Shares | $558K | 6K |
| Proshares Tr | REGL | Shares | $557K | 6K |
| Mastercard Incorporated | MA | Shares | $545K | 1K |
| Consolidated Edison Inc | ED | Shares | $535K | 5K |
| Spdr Series Trust | BIL | Shares | $522K | 6K |
| Vanguard Tax-Managed Fds | VEA | Shares | $503K | 8K |
| Taiwan Semiconductor Manufac | TSM | Shares | $488K | 1K |
| Ishares Tr | SHY | Shares | $466K | 6K |
| Vanguard Index Fds | VUG | Shares | $451K | 1K |
| Visa Inc | V | Shares | $451K | 1K |
| Vanguard Scottsdale Fds | VGIT | Shares | $451K | 8K |
| Ishares Tr | TIP | Shares | $448K | 4K |
| Home Depot Inc | HD | Shares | $447K | 1K |
| Cisco Sys Inc | CSCO | Shares | $447K | 6K |
| Comcast Corp New | CMCSA | Shares | $436K | 15K |
| Ishares Tr | IYW | Shares | $423K | 2K |
| Ishares Tr | EFA | Shares | $412K | 4K |
| Merck & Co Inc | MRK | Shares | $371K | 3K |
| Vanguard Specialized Funds | VIG | Shares | $367K | 2K |
| Ishares Tr | EFG | Shares | $367K | 3K |
| Applied Matls Inc | AMAT | Shares | $365K | 1K |
| Nxp Semiconductors N V | Shares | $359K | 2K | |
| Vanguard World Fd | VFH | Shares | $355K | 3K |
| Anglogold Ashanti Plc | Shares | $354K | 4K | |
| Norfolk Southn Corp | NSC | Shares | $352K | 1K |
| Brookfield Corp | BN | Shares | $350K | 9K |
| Chubb Ltd Switz | Shares | $347K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.