Westfuller Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 29, 2026), Westfuller Advisors, LLC reported 752 stock positions worth $274.7 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 4.4% of the portfolio, followed by iShares US Treasury Bond ETF (GOVT, 3.6%) and Apple (AAPL, 3.6%). Compared with Q1 2026, it opened 58 new positions, sold out of 48, added to 261 and reduced 204. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +435%) and the biggest sale an exit from iShares 0-3 Month Treasury B (SGOV).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0002024115
- Portfolio Value
- $274.7M (Q2 2026)
- SEC Filing
- 0002000324-26-003250 ↗ filed Jul 29, 2026
Holdings Value
Holdings 752 stocks · $274.7M
| SPY SS SPDR S&P 500 ETF Trust-US | 4.39% | 16,094 | $12.0M | Add +435.2% |
| GOVT iShares US Treasury Bond ETF | 3.64% | 439,520 | $10.0M | Add +16.5% |
| AAPL Apple Inc. | 3.57% | 33,909 | $9.8M | Add +15.7% |
| VOO Vanguard S&P 500 ETF | 3.44% | 13,758 | $9.4M | Reduce -2.1% |
| NVDA Nvidia Corp. | 3.20% | 43,871 | $8.8M | Add +0.9% |
| VONG Vanguard Russell 1000 Growth | 2.81% | 60,500 | $7.7M | Add +302400.0% |
| NUBD Nuveen ESG US Aggregate Bond | 2.52% | 313,124 | $6.9M | Reduce -1.2% |
| AMZN Amazon.com Inc. | 2.49% | 28,647 | $6.8M | Add +3.5% |
| VSGX Vanguard ESG Intl Stock ETF | 2.42% | 80,589 | $6.6M | Add +25.0% |
| IEFA iShares Core MSCI Eafe ETF | 2.32% | 66,104 | $6.4M | Add +1.8% |
| AGG iShares Core U.S. Aggregate | 2.25% | 62,578 | $6.2M | Add +25.4% |
| ESGV Vanguard ESG US Stock ETF | 2.02% | 42,011 | $5.6M | Add +62.5% |
| CVLC Calvert US L-C CR Resp Index | 1.73% | 50,220 | $4.7M | Add +574.1% |
| GOOG Alphabet Inc. Class C | 1.72% | 13,355 | $4.7M | Add +43.8% |
| GOOGL Alphabet Inc. Class A | 1.59% | 12,205 | $4.4M | Add +19.0% |
| EAGG iShares ESG Aware US Aggrega | 1.57% | 91,000 | $4.3M | Add +86.8% |
| CMF iShares California Muni Bond | 1.46% | 69,572 | $4.0M | Add +0.7% |
| IVV iShares Core S&P 500 ETF | 1.39% | 5,103 | $3.8M | Add +2.2% |
| WOMN Impact Shares Women's Empowe | 1.32% | 85,395 | $3.6M | Reduce -1.7% |
| EFG iShares MSCI Eafe Growth ETF | 1.28% | 28,159 | $3.5M | Add +755.4% |
| CHGX Stance Sustainable Beta ETF | 1.26% | 104,651 | $3.5M | Reduce -6.3% |
| GLD SPDR Gold Shares | 1.25% | 9,354 | $3.4M | Reduce -1.4% |
| MSFT Microsoft Corp. | 1.24% | 9,159 | $3.4M | Add +50.9% |
| JSTC Adasina Social Justice GLB | 1.23% | 148,136 | $3.4M | Add +6.5% |
| QQQ Invesco QQQ Trust Series 1 | 1.23% | 4,590 | $3.4M | Reduce -4.7% |
| JPM JPMorgan Chase & Co. | 1.23% | 10,306 | $3.4M | Add +33.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.16% | 6,385 | $3.2M | Add +5.5% |
| AVGO Broadcom Inc. | 1.06% | 7,743 | $2.9M | Add +1.6% |
| BSV Vanguard Short-Term Bond ETF | 1.03% | 36,374 | $2.8M | Add +2.7% |
| LRCX Lam Research Corp. | 1.02% | 6,468 | $2.8M | Reduce -5.5% |
| BIV Vanguard Intermediate-Term B | 0.99% | 35,449 | $2.7M | Reduce -1.6% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.99% | 32,125 | $2.7M | Reduce -0.8% |
| JNJ Johnson & Johnson | 0.96% | 10,413 | $2.6M | Add +40.1% |
| NUSC Nuveen ESG Small-Cap ETF | 0.95% | 50,276 | $2.6M | Add +37.1% |
| LLY Eli Lilly & Co. | 0.92% | 2,096 | $2.5M | Reduce -3.1% |
| DGRO iShares Core Dividend Growth | 0.91% | 32,935 | $2.5M | Add +2.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.85% | 6,290 | $2.3M | Add +0.3% |
| VXUS Vanguard Total Intl Stock | 0.83% | 26,542 | $2.3M | Add +0.4% |
| ERET iShares Env Aware Re Estate | 0.75% | 70,937 | $2.1M | Add +31.9% |
| GS Goldman Sachs Group Inc. | 0.73% | 1,971 | $2.0M | Add +0.1% |
| IGRO iShares Intl Div Growth ETF | 0.67% | 20,921 | $1.8M | Add +1.4% |
| IAUM iShares Gold Trust Micro | 0.65% | 44,826 | $1.8M | Add +27.5% |
| PANW Palo Alto Networks Inc. | 0.64% | 5,158 | $1.8M | Add +4.3% |
| NYF iShares New York Muni Bond E | 0.63% | 32,358 | $1.7M | Reduce -14.2% |
| NACP Impact Shares Naacp Minority | 0.61% | 27,676 | $1.7M | Add +5.8% |
| JQUA JPMorgan US Quality Factor | 0.60% | 22,967 | $1.7M | Add +0.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.58% | 19,090 | $1.6M | Reduce -0.5% |
| VMBS Vanguard Mortgage-Backed Sec | 0.57% | 33,553 | $1.6M | Reduce -0.1% |
| VYM Vanguard High DVD Yield ETF | 0.55% | 9,594 | $1.5M | Reduce -14.7% |
| UNP Union Pacific Corp. | 0.55% | 5,514 | $1.5M | Add +9.3% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.52% | 12,729 | $1.4M | Reduce -14.0% |
| NUEM Nuveen ESG Emerging Markets | 0.49% | 31,661 | $1.3M | Reduce -0.5% |
| VXF Vanguard Extended Market ETF | 0.49% | 5,444 | $1.3M | Reduce -10.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.48% | 4,702 | $1.3M | Add +0.4% |
| COST Costco Wholesale Corp. | 0.44% | 1,292 | $1.2M | Add +27.2% |
| SBUX Starbucks Corp. | 0.44% | 11,787 | $1.2M | Add +5.1% |
| IWM iShares Russell 2000 ETF | 0.43% | 3,952 | $1.2M | Add +31.1% |
| BNDX Vanguard Total Intl Bond ETF | 0.40% | 22,744 | $1.1M | Add +0.7% |
| VEA Vanguard Ftse Developed ETF | 0.40% | 15,408 | $1.1M | Add +96.3% |
| AMD Advanced Micro Devices | 0.38% | 1,800 | $1.0M | Add +279.8% |
| AXP American Express Co. | 0.38% | 3,069 | $1.0M | Reduce -1.3% |
| META Meta Platforms Inc. Class A | 0.36% | 1,755 | $988K | Add +0.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.34% | 9,754 | $946K | Add +5.0% |
| PEP Pepsico Inc. | 0.33% | 6,654 | $901K | Add +7.9% |
| VNQ Vanguard Real Estate ETF | 0.33% | 9,339 | $901K | Reduce -2.5% |
| SPIB SS SPDR P Int C Corp. ETF | 0.33% | 26,782 | $896K | Reduce -5.1% |
| VTWO Vanguard Russell 2000 ETF | 0.31% | 7,119 | $864K | Add +1.4% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.30% | 7,019 | $822K | No change |
| BNY Bank of New York Mellon Corp. | 0.28% | 5,350 | $774K | Reduce -7.5% |
| SUSB iShares ESG Aware 1-5 Year U | 0.27% | 29,839 | $746K | Reduce -19.8% |
| V Visa Inc. Class A | 0.27% | 2,172 | $745K | Add +45.6% |
| IWF iShares Russell 1000 Growth | 0.26% | 5,818 | $722K | Add +0.1% |
| CSCO Cisco Systems Inc. | 0.26% | 6,106 | $717K | Add +6.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.25% | 1,451 | $694K | Add +0.8% |
| TMO Thermo Fisher Scientific Inc. | 0.25% | 1,374 | $690K | Add +2.5% |
| AMAT Applied Materials Inc. | 0.25% | 950 | $687K | Reduce -11.0% |
| SPEM State Street SP PTF Em ETF | 0.25% | 13,208 | $684K | Add +3.9% |
| MU Micron Technology Inc. | 0.23% | 540 | $624K | Reduce -0.7% |
| WMG Warner Music Group Corp. Class A | 0.23% | 22,980 | $622K | No change |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.22% | 6,484 | $594K | Add +0.5% |
| IYW iShares Ustechnology ETF | 0.21% | 2,330 | $588K | No change |
| TLT iShares 20+ Year Treasury BD | 0.21% | 6,761 | $584K | Add +5.1% |
| MA Mastercard Inc. Class A | 0.21% | 1,131 | $581K | Add +3.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.19% | 6,203 | $534K | No change |
| ED Consolidated Edison Inc. | 0.19% | 4,829 | $534K | Add +2.2% |
| NXPI NXP Semiconductors NV | 0.19% | 1,816 | $512K | No change |
| INTC Intel Corp. | 0.18% | 3,576 | $499K | Reduce -12.9% |
| HD Home Depot Inc. | 0.18% | 1,370 | $483K | Add +0.7% |
| VWO Vanguard Ftse Emerging Marke | 0.17% | 8,051 | $481K | Add +61.6% |
| EFA iShares MSCI Eafe ETF | 0.17% | 4,362 | $453K | Add +2.7% |
| ABBV Abbvie Inc. | 0.15% | 1,648 | $415K | Add +203.5% |
| WMT Walmart Inc. | 0.15% | 3,554 | $402K | Add +2438.6% |
| MRK Merck & Co. Inc. | 0.14% | 3,016 | $390K | Reduce -1.5% |
| NSC Norfolk Southern Corp. | 0.14% | 1,204 | $379K | Reduce -1.9% |
| BN Brookfield Corp. | 0.13% | 8,649 | $368K | Add +0.1% |
| CMCSA Comcast Corp. Class A | 0.13% | 14,937 | $367K | Reduce -1.7% |
| KO The Coca-Cola Co. | 0.13% | 4,482 | $367K | Add +123.2% |
| JBL Jabil Inc. | 0.13% | 942 | $363K | New |
| ETN Eaton Corp. PLC | 0.13% | 841 | $359K | Reduce -0.2% |
| CB Chubb Ltd. | 0.13% | 1,049 | $358K | Reduce -1.1% |
Lines left out (13) · $92 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| HSBC HSBC Holdings PLC-Spons ADR | SPON ADR NEW | 0 | $18 |
| BDX Becton Dickinson and Co. | COM | 0 | $17 |
| MTCH Match Group Inc. | COM | 0 | $16 |
| LH Labcorp Holdings Inc. | COM SHS | 0 | $8 |
| J Jacobs Solutions Inc. | COM | 0 | $7 |
| SWKS Skyworks Solutions Inc. | COM | 0 | $7 |
| BKLN Invesco Senior Loan ETF | SR LN ETF | 0 | $4 |
| MLM Martin Marietta Materials | COM | 0 | $4 |
| LII Lennox International Inc. | COM | 0 | $3 |
| BALL Ball Corp. | COM | 0 | $2 |
| TSCO Tractor Supply Company | COM | 0 | $2 |
| ALLE Allegion PLC | ORD SHS | 0 | $2 |
| EG Everest Group Ltd. | COM | 0 | $2 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $274.7M.
Portfolio Sells Q1 2026 → Q2 2026
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −10.39 |
| VBIL Vanguard 0-3M T-Bill ETF | Sold out | 0.00% | −0.59 |
| NUBD Nuveen ESG US Aggregate Bond | Reduce -1.2% | 2.52% | −0.52 |
| GLD SPDR Gold Shares | Reduce -1.4% | 1.25% | −0.51 |
| NYF iShares New York Muni Bond E | Reduce -14.2% | 0.63% | −0.23 |
| BIV Vanguard Intermediate-Term B | Reduce -1.6% | 0.99% | −0.21 |
| VOO Vanguard S&P 500 ETF | Reduce -2.1% | 3.44% | −0.19 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -88.8% | 0.02% | −0.18 |
| VYM Vanguard High DVD Yield ETF | Reduce -14.7% | 0.55% | −0.17 |
| WOMN Impact Shares Women's Empowe | Reduce -1.7% | 1.32% | −0.17 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -14.0% | 0.52% | −0.14 |
| SUSB iShares ESG Aware 1-5 Year U | Reduce -19.8% | 0.27% | −0.13 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -0.1% | 0.57% | −0.11 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -38.2% | 0.12% | −0.11 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -5.1% | 0.33% | −0.08 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Sold out | 0.00% | −0.08 |
| TIP iShares Tips Bond ETF | Reduce -25.4% | 0.12% | −0.07 |
| NFLX Netflix Inc. | Reduce -14.9% | 0.08% | −0.07 |
| VGIT Vanguard Intermediate-Term T | Reduce -21.2% | 0.13% | −0.07 |
| DMXF iShares ESG Advanc MSCI Eafe | Reduce -0.8% | 0.99% | −0.07 |
| CMCSA Comcast Corp. Class A | Reduce -1.7% | 0.13% | −0.05 |
| VXF Vanguard Extended Market ETF | Reduce -10.1% | 0.49% | −0.05 |
| VFH Vanguard Financials ETF | Reduce -25.2% | 0.11% | −0.05 |
| T AT&T Inc. | Reduce -1.0% | 0.07% | −0.05 |
| VIG Vanguard Dividend Apprec ETF | Reduce -22.8% | 0.11% | −0.04 |
| TSLA Tesla Inc. | Reduce -66.4% | 0.02% | −0.04 |
| LYB Lyondellbasell Indu Class A | Reduce -35.8% | 0.02% | −0.04 |
| VHT Vanguard Health Care ETF | Reduce -39.1% | 0.05% | −0.04 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.5% | 0.58% | −0.04 |
| VNQ Vanguard Real Estate ETF | Reduce -2.5% | 0.33% | −0.04 |
| VGT Vanguard Info Tech ETF | Reduce -43.1% | 0.07% | −0.04 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.04 |
| ISRG Intuitive Surgical Inc. | Reduce -4.8% | 0.08% | −0.04 |
| GEV GE Vernova Inc. | Reduce -63.1% | 0.02% | −0.03 |
| IYH iShares U.S. Healthcare ETF | Reduce -71.3% | 0.01% | −0.03 |
| CAH Cardinal Health Inc. | Reduce -34.2% | 0.05% | −0.03 |
| ZS Zscaler Inc. | Reduce -65.7% | 0.01% | −0.03 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.03 |
| PEG Public Service Enterprise GP | Reduce -33.5% | 0.04% | −0.03 |
| NXT Nextpower Inc. | Sold out | 0.00% | −0.03 |
| CHGX Stance Sustainable Beta ETF | Reduce -6.3% | 1.26% | −0.03 |
| CRM Salesforce Inc. | Reduce -27.0% | 0.03% | −0.03 |
| AXP American Express Co. | Reduce -1.3% | 0.38% | −0.03 |
| EA Electronic Arts Inc. | Reduce -37.1% | 0.03% | −0.03 |
| UBER Uber Technologies Inc. | Reduce -74.8% | 0.01% | −0.03 |
| NKE Nike Inc. Class B | Reduce -72.5% | 0.01% | −0.03 |
| NCLH Norwegian Cruise Line Holdin | Reduce -87.3% | 0.00% | −0.03 |
| PYPL PayPal Holdings Inc. | Reduce -1.4% | 0.10% | −0.03 |
| DECK Deckers Outdoor Corp. | Reduce -98.4% | 0.00% | −0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -2.2% | 0.12% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| SPY SS SPDR S&P 500 ETF Trust-US | Add +435.2% | 4.39% | +3.54 |
| VONG Vanguard Russell 1000 Growth | Add +302400.0% | 2.81% | +2.81 |
| CVLC Calvert US L-C CR Resp Index | Add +574.1% | 1.73% | +1.47 |
| EFG iShares MSCI Eafe Growth ETF | Add +755.4% | 1.28% | +1.12 |
| ESGV Vanguard ESG US Stock ETF | Add +62.5% | 2.02% | +0.77 |
| EAGG iShares ESG Aware US Aggrega | Add +86.8% | 1.57% | +0.57 |
| GOOG Alphabet Inc. Class C | Add +43.8% | 1.72% | +0.57 |
| VSGX Vanguard ESG Intl Stock ETF | Add +25.0% | 2.42% | +0.42 |
| AAPL Apple Inc. | Add +15.7% | 3.57% | +0.36 |
| AMD Advanced Micro Devices | Add +279.8% | 0.38% | +0.34 |
| GOOGL Alphabet Inc. Class A | Add +19.0% | 1.59% | +0.31 |
| PANW Palo Alto Networks Inc. | Add +4.3% | 0.64% | +0.30 |
| MSFT Microsoft Corp. | Add +50.9% | 1.24% | +0.27 |
| JPM JPMorgan Chase & Co. | Add +33.0% | 1.23% | +0.24 |
| NUSC Nuveen ESG Small-Cap ETF | Add +37.1% | 0.95% | +0.24 |
| VEA Vanguard Ftse Developed ETF | Add +96.3% | 0.40% | +0.18 |
| JNJ Johnson & Johnson | Add +40.1% | 0.96% | +0.18 |
| WMT Walmart Inc. | Add +2438.6% | 0.15% | +0.14 |
| JBL Jabil Inc. | New | 0.13% | +0.13 |
| ERET iShares Env Aware Re Estate | Add +31.9% | 0.75% | +0.12 |
| IWR iShares Russell Mid-Cap ETF | New | 0.12% | +0.12 |
| AGG iShares Core U.S. Aggregate | Add +25.4% | 2.25% | +0.12 |
| IWM iShares Russell 2000 ETF | Add +31.1% | 0.43% | +0.11 |
| PCAR Paccar Inc. | Add +3714.1% | 0.11% | +0.10 |
| ABBV Abbvie Inc. | Add +203.5% | 0.15% | +0.10 |
| XHLF Bondbloxx BBG 6 MTH US Treas | New | 0.09% | +0.09 |
| SLYG SS SPDR S&P 600 SC GR ETF | New | 0.09% | +0.09 |
| JMST JPM Ultra-Short Muni Income | New | 0.08% | +0.08 |
| V Visa Inc. Class A | Add +45.6% | 0.27% | +0.08 |
| AMGN Amgen Inc. | Add +231.2% | 0.11% | +0.07 |
| SNDK Sandisk Corp. | Add +0.8% | 0.11% | +0.07 |
| CSCO Cisco Systems Inc. | Add +6.0% | 0.26% | +0.07 |
| KO The Coca-Cola Co. | Add +123.2% | 0.13% | +0.07 |
| ADP Automatic Data Processing | Add +124.0% | 0.13% | +0.07 |
| NACP Impact Shares Naacp Minority | Add +5.8% | 0.61% | +0.07 |
| JSTC Adasina Social Justice GLB | Add +6.5% | 1.23% | +0.06 |
| VWO Vanguard Ftse Emerging Marke | Add +61.6% | 0.17% | +0.06 |
| LIN Linde PLC | Add +2330.8% | 0.06% | +0.06 |
| CAT Caterpillar Inc. | Add +1812.5% | 0.06% | +0.06 |
| DE Deere & Co. | Add +227.3% | 0.08% | +0.06 |
| AVY Avery Dennison Corp. | New | 0.05% | +0.05 |
| AYI Acuity Inc. | Add +147.9% | 0.07% | +0.05 |
| AVGO Broadcom Inc. | Add +1.6% | 1.06% | +0.05 |
| KLAC KLA Corp. | Add +125.2% | 0.06% | +0.05 |
| MRVL Marvell Technology Inc. | Add +526.9% | 0.05% | +0.04 |
| FTNT Fortinet Inc. | Add +7.0% | 0.10% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.8% | 0.25% | +0.04 |
| ABT Abbott Laboratories | Add +132.4% | 0.09% | +0.04 |
| ETHO Amplify Etho Climate Leaders | Add +61.0% | 0.10% | +0.04 |
| PFE Pfizer Inc. | Add +547.5% | 0.05% | +0.04 |
Notes & Other Activity Q1 2026 → Q2 2026
| HSBC HSBC Holdings PLC-Spons ADR | SPON ADR NEW | Reduce -100.0% | 0 | $18 |
| BDX Becton Dickinson and Co. | COM | Reduce -100.0% | 0 | $17 |
| LH Labcorp Holdings Inc. | COM SHS | Reduce -100.0% | 0 | $8 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | SPONSORED ADS | Sold out | 0 | $7before exit |
| MLM Martin Marietta Materials | COM | Reduce -100.0% | 0 | $4 |
| TSCO Tractor Supply Company | COM | Reduce -100.0% | 0 | $2 |
| EG Everest Group Ltd. | COM | Reduce -100.0% | 0 | $2 |
| ING ING Groep N.V.-Sponsored ADR | SPONSORED ADR | Sold out | 0 | $1before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 752 | $274.7M | SPY, GOVT, AAPL, VOO, NVDA |
| Q1 2026 | 745 | $231.7M | SGOV, GOVT, VOO, NVDA, AAPL |
| Q4 2025 | 761 | $247.3M | SGOV, VOO, AAPL, NVDA, NUBD |
| Q3 2025 | 758 | $219.9M | SGOV, VOO, AAPL, NUBD, AMZN |
| Q2 2025 | 114 | $175.4M | SGOV, VSGX, VOO, ESGV, EAGG |
| Q1 2025 | 98 | $149.8M | SGOV, ESGV, EAGG, VOO, VSGX |
| Q4 2024 | 91 | $157.4M | SGOV, AGG, IVV, VOO, IEFA |
| Q3 2024 | 82 | $139.3M | SGOV, AGG, IVV, VOO, NUBD |
| Q1 2024Amended | 0 | $0 |