StockDriftsStockDriftsTop 50 Westfuller Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 4.39% | 16.1K | $12.0M | +435.22%(+13.09K) | $660.62(+17.09%) | 2026-06-30 | |
| GOVT | ISHARES TR | 3.64% | 439.5K | $10.0M | +16.46%(+62.11K) | $23.02(-2.46%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.57% | 33.9K | $9.8M | +15.68%(+4.60K) | $211.41(+45.06%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 3.44% | 13.8K | $9.4M | -2.13%(-299) | $466.54(+52.41%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.2% | 43.9K | $8.8M | +0.89%(+388) | $123.55(+78.44%) | 2026-06-30 | |
| VONG | VANGUARD SCOTTSDALE FDS | 2.81% | 60.5K | $7.7M | +302400.00%(+60.48K) | $116.77(+9.60%) | 2026-06-30 | |
| NUBD | NUSHARES ETF TR | 2.52% | 313.1K | $6.9M | -1.23%(-3.91K) | $22.13(-1.56%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.49% | 28.6K | $6.8M | +3.47%(+962) | $203.33(+35.22%) | 2026-06-30 | |
| VSGX | VANGUARD WORLD FD | 2.42% | 80.6K | $6.6M | +25.03%(+16.13K) | $61.00(+35.73%) | 2026-06-30 | |
| IEFA | ISHARES TR | 2.32% | 66.1K | $6.4M | +1.78%(+1.16K) | $81.18(+24.47%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (8 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +13.40% |
| Top 20 Holdings Unweighted | — | — | — | — | +16.05% |
Westfuller Advisors LLC reports $274.71M in US-listed equity holdings across 765 positions in its most recent 13F filing. Its largest disclosed positions are SPY (4.4%), GOVT (3.6%) and AAPL (3.6%). The top 20 holdings account for 47.13% of reported assets. Its disclosed equity book has returned +13.40% cumulatively over 8 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Westfuller Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2024115). View Westfuller Advisors LLC’s 13F filings on SEC