# Westfuller Advisors, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2024115. Source: https://holderbook.com/funds/2024115-westfuller-advisors-llc/

- Reported value: $274.7M
- Positions: 765
- Weight of the ten largest: 30.8%
- Filed: 2026-07-29

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $12.0M | 16,094 | 4.4% | 8 |
| ISHARES TR | [GOVT](https://holderbook.com/stocks/GOVT/) | $10.0M | 439,520 | 3.6% | 8 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $9.8M | 33,909 | 3.6% | 8 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $9.4M | 13,758 | 3.4% | 8 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $8.8M | 43,871 | 3.2% | 8 |
| VANGUARD SCOTTSDALE FDS | [VONG](https://holderbook.com/stocks/VONG/) | $7.7M | 60,500 | 2.8% | 4 |
| NUSHARES ETF TR | [NUBD](https://holderbook.com/stocks/NUBD/) | $6.9M | 313,124 | 2.5% | 8 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $6.8M | 28,647 | 2.5% | 8 |
| VANGUARD WORLD FD | [VSGX](https://holderbook.com/stocks/VSGX/) | $6.6M | 80,589 | 2.4% | 8 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $6.4M | 66,104 | 2.3% | 8 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $6.2M | 62,578 | 2.3% | 8 |
| VANGUARD WORLD FD | [ESGV](https://holderbook.com/stocks/ESGV/) | $5.6M | 42,011 | 2.0% | 8 |
| MORGAN STANLEY ETF TRUST | [CVLC](https://holderbook.com/stocks/CVLC/) | $4.7M | 50,220 | 1.7% | 3 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $4.7M | 13,355 | 1.7% | 8 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $4.4M | 12,205 | 1.6% | 8 |
| ISHARES TR | [EAGG](https://holderbook.com/stocks/EAGG/) | $4.3M | 91,000 | 1.6% | 8 |
| ISHARES TR | [CMF](https://holderbook.com/stocks/CMF/) | $4.0M | 69,572 | 1.5% | 8 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $3.8M | 5,103 | 1.4% | 8 |
| TIDAL TRUST III | [WOMN](https://holderbook.com/stocks/WOMN/) | $3.6M | 85,395 | 1.3% | 8 |
| ISHARES TR | [EFG](https://holderbook.com/stocks/EFG/) | $3.5M | 28,159 | 1.3% | 8 |
| EA SERIES TRUST | [CHGX](https://holderbook.com/stocks/CHGX/) | $3.5M | 104,651 | 1.3% | 5 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $3.4M | 9,354 | 1.3% | 8 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $3.4M | 9,159 | 1.2% | 8 |
| TIDAL TRUST I | [JSTC](https://holderbook.com/stocks/JSTC/) | $3.4M | 148,136 | 1.2% | 8 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $3.4M | 4,590 | 1.2% | 8 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $3.4M | 10,306 | 1.2% | 8 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $3.2M | 6,385 | 1.2% | 5 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $2.9M | 7,743 | 1.1% | 5 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $2.8M | 36,374 | 1.0% | 8 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $2.8M | 6,468 | 1.0% | 7 |
| VANGUARD BD INDEX FDS | [BIV](https://holderbook.com/stocks/BIV/) | $2.7M | 35,449 | 1.0% | 8 |
| ISHARES TR | [DMXF](https://holderbook.com/stocks/DMXF/) | $2.7M | 32,125 | 1.0% | 8 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $2.6M | 10,413 | 1.0% | 5 |
| NUSHARES ETF TR | [NUSC](https://holderbook.com/stocks/NUSC/) | $2.6M | 50,276 | 1.0% | 8 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $2.5M | 2,096 | 0.9% | 6 |
| ISHARES TR | [DGRO](https://holderbook.com/stocks/DGRO/) | $2.5M | 32,935 | 0.9% | 8 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $2.3M | 6,290 | 0.8% | 8 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $2.3M | 26,542 | 0.8% | 8 |
| ISHARES TR | [ERET](https://holderbook.com/stocks/ERET/) | $2.1M | 70,937 | 0.7% | 5 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $2.0M | 1,971 | 0.7% | 5 |
| ISHARES TR | [IGRO](https://holderbook.com/stocks/IGRO/) | $1.8M | 20,921 | 0.7% | 8 |
| ISHARES GOLD TRUST MICRO | [IAUM](https://holderbook.com/stocks/IAUM/) | $1.8M | 44,826 | 0.7% | 8 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $1.8M | 5,158 | 0.6% | 4 |
| ISHARES TR | [NYF](https://holderbook.com/stocks/NYF/) | $1.7M | 32,358 | 0.6% | 7 |
| TIDAL TRUST III | [NACP](https://holderbook.com/stocks/NACP/) | $1.7M | 27,676 | 0.6% | 8 |
| J P MORGAN EXCHANGE TRADED F | [JQUA](https://holderbook.com/stocks/JQUA/) | $1.7M | 22,967 | 0.6% | 8 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $1.6M | 19,090 | 0.6% | 8 |
| VANGUARD SCOTTSDALE FDS | [VMBS](https://holderbook.com/stocks/VMBS/) | $1.6M | 33,553 | 0.6% | 8 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $1.5M | 9,594 | 0.6% | 8 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $1.5M | 5,514 | 0.5% | 5 |
| INVESCO EXCHANGE TRADED FD T | [XMHQ](https://holderbook.com/stocks/XMHQ/) | $1.4M | 12,729 | 0.5% | 8 |
| NUSHARES ETF TR | [NUEM](https://holderbook.com/stocks/NUEM/) | $1.3M | 31,661 | 0.5% | 8 |
| VANGUARD INDEX FDS | [VXF](https://holderbook.com/stocks/VXF/) | $1.3M | 5,444 | 0.5% | 8 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $1.3M | 4,702 | 0.5% | 4 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $1.2M | 1,292 | 0.4% | 8 |
| STARBUCKS CORP | [SBUX](https://holderbook.com/stocks/SBUX/) | $1.2M | 11,787 | 0.4% | 5 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $1.2M | 3,952 | 0.4% | 8 |
| VANGUARD CHARLOTTE FDS | [BNDX](https://holderbook.com/stocks/BNDX/) | $1.1M | 22,744 | 0.4% | 8 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $1.1M | 15,408 | 0.4% | 7 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $1.0M | 1,800 | 0.4% | 4 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $1.0M | 3,069 | 0.4% | 5 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $988.4K | 1,755 | 0.4% | 8 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $946.2K | 9,754 | 0.3% | 5 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $900.9K | 6,654 | 0.3% | 5 |
| VANGUARD INDEX FDS | [VNQ](https://holderbook.com/stocks/VNQ/) | $900.6K | 9,339 | 0.3% | 8 |
| SPDR SERIES TRUST | [SPIB](https://holderbook.com/stocks/SPIB/) | $896.1K | 26,782 | 0.3% | 7 |
| VANGUARD SCOTTSDALE FDS | [VTWO](https://holderbook.com/stocks/VTWO/) | $864.4K | 7,119 | 0.3% | 8 |
| NUSHARES ETF TR | [NULG](https://holderbook.com/stocks/NULG/) | $821.6K | 7,019 | 0.3% | 8 |
| BANK OF NY MELLON CORP | [BNY](https://holderbook.com/stocks/BNY/) | $773.7K | 5,350 | 0.3% | 4 |
| ISHARES TR | [SUSB](https://holderbook.com/stocks/SUSB/) | $745.7K | 29,839 | 0.3% | 8 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $745.1K | 2,172 | 0.3% | 8 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $722.4K | 5,818 | 0.3% | 4 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $717.3K | 6,106 | 0.3% | 7 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $694.1K | 1,451 | 0.3% | 8 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $689.6K | 1,374 | 0.3% | 5 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $686.8K | 950 | 0.3% | 4 |
| SPDR INDEX SHS FDS | [SPEM](https://holderbook.com/stocks/SPEM/) | $683.9K | 13,208 | 0.2% | 4 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $623.9K | 540 | 0.2% | 4 |
| WARNER MUSIC GROUP CORP | [WMG](https://holderbook.com/stocks/WMG/) | $622.1K | 22,980 | 0.2% | 8 |
| PROSHARES TR | [REGL](https://holderbook.com/stocks/REGL/) | $593.7K | 6,484 | 0.2% | 8 |
| ISHARES TR | [IYW](https://holderbook.com/stocks/IYW/) | $587.8K | 2,330 | 0.2% | 8 |
| ISHARES TR | [TLT](https://holderbook.com/stocks/TLT/) | $584.2K | 6,761 | 0.2% | 8 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $581.0K | 1,131 | 0.2% | 4 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $534.3K | 6,203 | 0.2% | 8 |
| CONSOLIDATED EDISON INC | [ED](https://holderbook.com/stocks/ED/) | $534.3K | 4,829 | 0.2% | 3 |
| NXP SEMICONDUCTORS N V | [NXPI](https://holderbook.com/stocks/NXPI/) | $512.2K | 1,816 | 0.2% | 4 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $499.4K | 3,576 | 0.2% | 4 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $483.2K | 1,370 | 0.2% | 4 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $480.6K | 8,051 | 0.2% | 8 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $453.2K | 4,362 | 0.2% | 4 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $414.8K | 1,648 | 0.2% | 4 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $402.5K | 3,554 | 0.1% | 4 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $390.1K | 3,016 | 0.1% | 4 |
| NORFOLK SOUTHN CORP | [NSC](https://holderbook.com/stocks/NSC/) | $378.7K | 1,204 | 0.1% | 8 |
| BROOKFIELD CORP | [BN](https://holderbook.com/stocks/BN/) | $368.3K | 8,649 | 0.1% | 4 |
| COMCAST CORP NEW | [CMCSA](https://holderbook.com/stocks/CMCSA/) | $366.7K | 14,937 | 0.1% | 5 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $366.6K | 4,482 | 0.1% | 4 |
| JABIL INC | [JBL](https://holderbook.com/stocks/JBL/) | $363.1K | 942 | 0.1% | 1 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $358.5K | 841 | 0.1% | 4 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $358.1K | 1,049 | 0.1% | 4 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +9.9% | +14.8% | -4.9% | 100% |
| Q1 2026 | -2.6% | -4.6% | +2.0% | 100% |
| Q4 2025 | +2.4% | +2.4% | +0.1% | 100% |
| Q3 2025 | +5.1% | +7.8% | -2.8% | 100% |
| Q2 2025 | +6.4% | +10.5% | -4.1% | 98% |
| Q1 2025 | -1.5% | -4.6% | +3.0% | 100% |
| Q4 2024 | -1.0% | +2.1% | -3.2% | 100% |

## Quarter by quarter

| Quarter | 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 |