Q2 2026 13F · SEC CIK 2024115

Westfuller Advisors, LLC

Institutional asset managerFiled 2026-07-29 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $274.7M
Reported positions: 765
Holdings vs S&P 500, 3 yrs: —
Assets under management: $3.4B

Westfuller Advisors, LLC is an institutional asset manager that reported 765 positions worth $274.7M in its Q2 2026 13F, filed 2026-07-29. Its largest holdings were State Str Spdr S&p 500 ETF T (SPY, 4.4%), Ishares Tr (GOVT, 3.6%), Apple Inc (AAPL, 3.6%).

Westfuller Advisors, LLC holdings largest 50 of 765 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Westfuller Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPYState Str Spdr S&p 500 ETF T	4.4%	0.8%	16,094	+435.2%	$12.0M
GOVTIshares Tr	3.6%	3.7%	439,520	+16.5%	$10.0M
AAPLApple Inc	3.6%	3.2%	33,909	+15.7%	$9.8M
VOOVanguard Index Fds	3.4%	3.6%	13,758	-2.1%	$9.4M
NVDANvidia Corporation	3.2%	3.3%	43,871	+0.9%	$8.8M
VONGVanguard Scottsdale Fds	2.8%	—	60,500	—	$7.7M
NUBDNushares ETF Tr	2.5%	3.0%	313,124	-1.2%	$6.9M
AMZNAmazon Com Inc	2.5%	2.5%	28,647	+3.5%	$6.8M
VSGXVanguard World Fd	2.4%	2.0%	80,589	+25.0%	$6.6M
IEFAIshares Tr	2.3%	2.5%	66,104	+1.8%	$6.4M
AGGIshares Tr	2.3%	2.1%	62,578	+25.4%	$6.2M
ESGVVanguard World Fd	2.0%	1.3%	42,011	+62.5%	$5.6M
CVLCCalvert US Large Cap Core Responsi	1.7%	—	50,220	—	$4.7M
GOOGAlphabet Inc	1.7%	1.1%	13,355	+43.8%	$4.7M
GOOGLAlphabet Inc	1.6%	1.3%	12,205	+19.0%	$4.4M
EAGGIshares Tr	1.6%	1.0%	91,000	+86.8%	$4.3M
CMFIshares Tr	1.5%	1.7%	69,572	+0.7%	$4.0M
IVVIshares Tr	1.4%	1.4%	5,103	+2.2%	$3.8M
WOMNTidal Trust III	1.3%	1.5%	85,395	-1.7%	$3.6M
EFGIshares Tr	1.3%	—	28,159	—	$3.5M
CHGXEa Series Trust	1.3%	1.3%	104,651	-6.4%	$3.5M
GLDSpdr Gold Tr	1.3%	1.8%	9,354	-1.4%	$3.4M
MSFTMicrosoft Corp	1.2%	1.0%	9,159	+50.9%	$3.4M
JSTCTidal Trust I	1.2%	1.2%	148,136	+6.5%	$3.4M
QQQInvesco Qqq Tr	1.2%	1.2%	4,590	-4.7%	$3.4M
JPMJpmorgan Chase & Co	1.2%	1.0%	10,306	+33.0%	$3.4M
BRK-BBerkshire Hathaway Inc Del	1.2%	1.3%	6,385	+5.5%	$3.2M
AVGOBroadcom Inc	1.1%	1.0%	7,743	+1.6%	$2.9M
BSVVanguard Bd Index Fds	1.0%	1.2%	36,374	+2.7%	$2.8M
LRCXLam Research Corp	1.0%	0.6%	6,468	-5.5%	$2.8M
BIVVanguard Bd Index Fds	1.0%	1.2%	35,449	-1.6%	$2.7M
DMXFIshares Tr	1.0%	1.1%	32,125	-0.8%	$2.7M
JNJJohnson & Johnson	1.0%	0.8%	10,413	+40.1%	$2.6M
NUSCNushares ETF Tr	1.0%	0.7%	50,276	+37.1%	$2.6M
LLYEli Lilly & Co	0.9%	0.9%	2,096	-3.1%	$2.5M
DGROIshares Tr	0.9%	1.0%	32,935	+2.7%	$2.5M
VTIVanguard Index Fds	0.8%	0.9%	6,290	+0.3%	$2.3M
VXUSVanguard Star Fds	0.8%	0.9%	26,542	+0.4%	$2.3M
ERETIshares Tr	0.7%	0.6%	70,937	+31.9%	$2.1M
GSGoldman Sachs Group Inc	0.7%	0.7%	1,971	+0.1%	$2.0M
IGROIshares Tr	0.7%	0.7%	20,921	+1.3%	$1.8M
IAUMIshares Gold Trust Micro	0.7%	0.7%	44,826	+27.5%	$1.8M
PANWPalo Alto Networks Inc	0.6%	—	5,158	—	$1.8M
NYFIshares Tr	0.6%	0.9%	32,358	-14.1%	$1.7M
NACPTidal Trust III	0.6%	0.5%	27,676	+5.8%	$1.7M
JQUAJpmorgan U.s. Quality Factor ETF	0.6%	0.6%	22,967	+0.3%	$1.7M
VEUVanguard Intl Equity Index F	0.6%	0.6%	19,090	-0.5%	$1.6M
VMBSVanguard Scottsdale Fds	0.6%	0.7%	33,553	-0.1%	$1.6M
VYMVanguard Whitehall Fds	0.6%	0.7%	9,594	-14.7%	$1.5M
UNPUnion Pac Corp	0.5%	0.5%	5,514	+9.3%	$1.5M

What Westfuller Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

SPY State Str Spdr S&p 500 ETF T+435.2% shares
EAGG Ishares Tr+86.8% shares
ESGV Vanguard World Fd+62.5% shares
MSFT Microsoft Corp+50.9% shares
GOOG Alphabet Inc+43.8% shares
JNJ Johnson & Johnson+40.1% shares
NUSC Nushares ETF Tr+37.1% shares
JPM Jpmorgan Chase & Co+33.0% shares

Reduced

Left the top 50

SGOV Ishares Trwas 10.4%
XMHQ Invesco Exchange Traded Fd Twas 0.7%
VBIL Vanguard Instl Index Fdwas 0.6%
VXF Vanguard Index Fdswas 0.5%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +11.6% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$274.7M	765
Q1 2026	$231.7M	756
Q4 2025	$247.3M	765
Q3 2025	$219.9M	760
Q2 2025	$175.4M	114
Q1 2025	$149.8M	98
Q4 2024	$157.4M	91
Q3 2024	$139.3M	82

Questions about Westfuller Advisors, LLC's portfolio

What stocks does Westfuller Advisors, LLC own?

Westfuller Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 29, 2026, lists 765 positions worth $274.7M. The largest are State Str Spdr S&p 500 ETF T (SPY) at 4.4%, Ishares Tr (GOVT) at 3.6%, Apple Inc (AAPL) at 3.6%, Vanguard Index Fds (VOO) at 3.4% and Nvidia Corporation (NVDA) at 3.2%.

What did Westfuller Advisors, LLC buy last quarter?

In Q2 2026, Westfuller Advisors, LLC added State Str Spdr S&p 500 ETF T (SPY) (+435.2% shares), Ishares Tr (EAGG) (+86.8% shares) and Vanguard World Fd (ESGV) (+62.5% shares), compared with its Q1 2026 filing.

What did Westfuller Advisors, LLC sell last quarter?

In Q2 2026, Westfuller Advisors, LLC cut from its top 50 Ishares Tr (SGOV), cut from its top 50 Invesco Exchange Traded Fd T (XMHQ), cut from its top 50 Vanguard Instl Index Fd (VBIL), cut from its top 50 Vanguard Index Fds (VXF), Vanguard Whitehall Fds (VYM) (-14.7% shares), Ishares Tr (NYF) (-14.1% shares) and Ea Series Trust (CHGX) (-6.4% shares), compared with its Q1 2026 filing.

When is Westfuller Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Westfuller Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Westfuller Advisors, LLC manage?

Westfuller Advisors, LLC reported $3.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $274.7M.