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Westfuller Advisors, Llc

Portfolio Manager
Westfuller Advisors, Llc
Performance
+1.84% (2025 Q4)
AUM (13F)
$247.26M
# of Holdings
772
Performance Rank
Allocation (Top 20)
50.59%

Westfuller Advisors, Llc Holdings Map

Top 50 Westfuller Advisors, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SGOV
ISHARES TR
10.35%250.7K$25.2M
+171.69%(+158.40K)
2024-Q4: 153.8K shares2025-Q1: 174.8K shares2025-Q2: 247.0K shares2025-Q3: 92.3K shares2025-Q4: 250.7K shares
$100.59(-0.06%)
2025-12-31
VOO
VANGUARD INDEX FDS
3.59%13.9K$8.7M
+1.35%(+185)
2024-Q4: 14.9K shares2025-Q1: 15.3K shares2025-Q2: 14.6K shares2025-Q3: 13.7K shares2025-Q4: 13.9K shares
$516.16(+24.66%)
2025-12-31
AAPL
APPLE INC
3.42%30.6K$8.3M
-0.60%(-185)
2024-Q4: 19.2K shares2025-Q1: 19.8K shares2025-Q2: 21.0K shares2025-Q3: 30.7K shares2025-Q4: 30.6K shares
$224.26(+18.81%)
2025-12-31
NVDA
NVIDIA CORPORATION
3.19%41.6K$7.8M
+30.23%(+9.66K)
2024-Q4: 23.5K shares2025-Q1: 24.8K shares2025-Q2: 23.9K shares2025-Q3: 32.0K shares2025-Q4: 41.6K shares
$146.98(+35.30%)
2025-12-31
NUBD
NUSHARES ETF TR
2.9%315.0K$7.0M
+1.33%(+4.14K)
2024-Q4: 301.9K shares2025-Q1: 304.9K shares2025-Q2: 307.9K shares2025-Q3: 310.9K shares2025-Q4: 315.0K shares
$22.26(+0.23%)
2025-12-31
AMZN
AMAZON COM INC
2.77%29.2K$6.7M
-6.96%(-2.18K)
2024-Q4: 3.8K shares2025-Q1: 4.9K shares2025-Q2: 28.1K shares2025-Q3: 31.3K shares2025-Q4: 29.2K shares
$205.44(+20.96%)
2025-12-31
GOVT
ISHARES TR
2.62%276.8K$6.4M
+4.34%(+11.52K)
2024-Q4: 113.1K shares2025-Q1: 120.4K shares2025-Q2: 123.0K shares2025-Q3: 265.3K shares2025-Q4: 276.8K shares
$23.09(-0.67%)
2025-12-31
VSGX
VANGUARD WORLD FD
2.45%83.3K$6.0M
-3.72%(-3.21K)
2024-Q4: 58.6K shares2025-Q1: 127.1K shares2025-Q2: 127.6K shares2025-Q3: 86.5K shares2025-Q4: 83.3K shares
$58.57(+32.46%)
2025-12-31
ESGV
VANGUARD WORLD FD
2.39%48.0K$5.8M
+0.36%(+173)
2024-Q4: 21.6K shares2025-Q1: 99.4K shares2025-Q2: 75.9K shares2025-Q3: 47.9K shares2025-Q4: 48.0K shares
$101.00(+21.18%)
2025-12-31
IEFA
ISHARES TR
2.26%61.3K$5.5M
+19.01%(+9.80K)
2024-Q4: 98.5K shares2025-Q1: 58.7K shares2025-Q2: 31.2K shares2025-Q3: 51.5K shares2025-Q4: 61.3K shares
$80.63(+19.59%)
2025-12-31

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