Westfuller Advisors, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 7, 2024), Westfuller Advisors, LLC reported 82 stock positions worth $139.3 million. Its top holding was iShares 0-3 Month Treasury B (SGOV) at 10.9% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 6.4%) and iShares Core S&P 500 ETF (IVV, 6.0%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0002024115
- Portfolio Value
- $139.3M (Q3 2024)
- SEC Filing
- 0001085146-24-005423 ↗ filed Nov 7, 2024
Holdings Value
Holdings 82 stocks · $139.3M
| SGOV iShares 0-3 Month Treasury B | 10.94% | 151,343 | $15.2M | — |
| AGG iShares Core U.S. Aggregate | 6.45% | 88,685 | $9.0M | — |
| IVV iShares Core S&P 500 ETF | 5.99% | 14,465 | $8.3M | — |
| VOO Vanguard S&P 500 ETF | 5.49% | 14,455 | $7.7M | — |
| NUBD Nuveen ESG US Aggregate Bond | 4.86% | 298,528 | $6.8M | — |
| IEFA iShares Core MSCI Eafe ETF | 4.38% | 78,152 | $6.1M | — |
| AAPL Apple Inc. | 3.23% | 19,291 | $4.5M | — |
| VSGX Vanguard ESG Intl Stock ETF | 2.70% | 61,201 | $3.8M | — |
| CMF iShares California Muni Bond | 2.69% | 64,448 | $3.7M | — |
| INVESTMENT MANAGERS SER TR I | 2.47% | 89,330 | $3.4M | — |
| WOMN Impact Shares Women's Empowe | 2.37% | 85,549 | $3.3M | — |
| BIV Vanguard Intermediate-Term B | 2.21% | 39,249 | $3.1M | — |
| BSV Vanguard Short-Term Bond ETF | 2.17% | 38,469 | $3.0M | — |
| NVDA Nvidia Corp. | 2.08% | 23,834 | $2.9M | — |
| DGRO iShares Core Dividend Growth | 1.78% | 39,535 | $2.5M | — |
| QQQ Invesco QQQ Trust Series 1 | 1.78% | 5,065 | $2.5M | — |
| GLD SPDR Gold Shares | 1.66% | 9,537 | $2.3M | — |
| DMXF iShares ESG Advanc MSCI Eafe | 1.57% | 30,431 | $2.2M | — |
| ESGV Vanguard ESG US Stock ETF | 1.56% | 21,444 | $2.2M | — |
| VTWO Vanguard Russell 2000 ETF | 1.42% | 22,058 | $2.0M | — |
| EAGG iShares ESG Aware US Aggrega | 1.38% | 39,668 | $1.9M | — |
| IGRO iShares Intl Div Growth ETF | 1.34% | 25,086 | $1.9M | — |
| JQUA JPMorgan US Quality Factor | 1.29% | 31,828 | $1.8M | — |
| VTI VG Morningstar TS MKT ETF-US | 1.25% | 6,140 | $1.7M | — |
| VYM Vanguard High DVD Yield ETF | 1.23% | 13,369 | $1.7M | — |
| VXUS Vanguard Total Intl Stock | 1.14% | 24,478 | $1.6M | — |
| SPEM State Street SP PTF Em ETF | 1.10% | 37,095 | $1.5M | — |
| NUSC Nuveen ESG Small-Cap ETF | 1.03% | 33,484 | $1.4M | — |
| XMHQ Invesco S&P Midcap Qual ETF | 0.97% | 13,240 | $1.4M | — |
| MSFT Microsoft Corp. | 0.95% | 3,067 | $1.3M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.93% | 2,253 | $1.3M | — |
| JSTC Adasina Social Justice GLB | 0.79% | 58,373 | $1.1M | — |
| NACP Impact Shares Naacp Minority | 0.78% | 26,150 | $1.1M | — |
| USHY iShares Broad Usd High Yield | 0.71% | 26,447 | $996K | — |
| VXF Vanguard Extended Market ETF | 0.71% | 5,407 | $987K | — |
| BNDX Vanguard Total Intl Bond ETF | 0.70% | 19,295 | $970K | — |
| GOVT iShares US Treasury Bond ETF | 0.69% | 41,227 | $967K | — |
| GOOGL Alphabet Inc. Class A | 0.69% | 5,817 | $965K | — |
| JPM JPMorgan Chase & Co. | 0.68% | 4,462 | $941K | — |
| TIP iShares Tips Bond ETF | 0.66% | 8,337 | $921K | — |
| VMBS Vanguard Mortgage-Backed Sec | 0.62% | 18,339 | $866K | — |
| NUEM Nuveen ESG Emerging Markets | 0.59% | 26,520 | $823K | — |
| VEU Vanguard Ftse All-World Ex-U | 0.57% | 12,570 | $792K | — |
| LRCX Lam Research Corp. | 0.55% | 934 | $764K | — |
| AMZN Amazon.com Inc. | 0.52% | 3,860 | $719K | — |
| SUSB iShares ESG Aware 1-5 Year U | 0.50% | 27,842 | $701K | — |
| VNQ Vanguard Real Estate ETF | 0.50% | 7,082 | $696K | — |
| IWM iShares Russell 2000 ETF | 0.49% | 3,096 | $684K | — |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.48% | 7,282 | $669K | — |
| TLT iShares 20+ Year Treasury BD | 0.47% | 6,606 | $648K | — |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.46% | 7,697 | $636K | — |
| WMG Warner Music Group Corp. Class A | 0.40% | 17,871 | $559K | — |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.36% | 6,187 | $508K | — |
| VGIT Vanguard Intermediate-Term T | 0.36% | 8,353 | $505K | — |
| VIG Vanguard Dividend Apprec ETF | 0.36% | 2,487 | $495K | — |
| SHY iShares 1-3 Year Treasury Bo | 0.35% | 5,936 | $494K | — |
| GOOG Alphabet Inc. Class C | 0.35% | 2,901 | $485K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.33% | 1,190 | $457K | — |
| V Visa Inc. Class A | 0.31% | 1,589 | $437K | — |
| VHT Vanguard Health Care ETF | 0.30% | 1,467 | $416K | — |
| PFF iShares Preferred & Income S | 0.29% | 12,346 | $410K | — |
| IGV iShares Expanded Tech-Softwa | 0.29% | 4,548 | $406K | — |
| BLV Vanguard Long-Term Bond ETF | 0.26% | 4,820 | $362K | — |
| EFG iShares MSCI Eafe Growth ETF | 0.25% | 3,292 | $354K | — |
| IYW iShares Ustechnology ETF | 0.25% | 2,324 | $352K | — |
| VFH Vanguard Financials ETF | 0.25% | 3,173 | $350K | — |
| IAUM iShares Gold Trust Micro | 0.22% | 11,777 | $309K | — |
| XLI SS Industrial Select Sector | 0.21% | 2,196 | $297K | — |
| CRM Salesforce Inc. | 0.20% | 1,021 | $280K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.20% | 1,576 | $275K | — |
| HEZU iShares Currency Hedged MSCI | 0.19% | 7,351 | $270K | — |
| IEI iShares 3-7 Year Treasury Bo | 0.19% | 2,212 | $265K | — |
| NSC Norfolk Southern Corp. | 0.19% | 1,047 | $260K | — |
| META Meta Platforms Inc. Class A | 0.17% | 424 | $243K | — |
| COST Costco Wholesale Corp. | 0.17% | 268 | $238K | — |
| IYC iShares US Consumer Discreti | 0.16% | 2,566 | $226K | — |
| VWO Vanguard Ftse Emerging Marke | 0.16% | 4,565 | $218K | — |
| VGT Vanguard Info Tech ETF | 0.15% | 362 | $212K | — |
| INTU Intuit Inc. | 0.15% | 333 | $207K | — |
| IYH iShares U.S. Healthcare ETF | 0.15% | 3,156 | $205K | — |
| TSLA Tesla Inc. | 0.15% | 783 | $205K | — |
| MIN Aberdeen Intermediate Inc. FD | 0.02% | 10,110 | $28K | — |
Portfolio Sells Q3 2024
No earlier filing to compare with.
Portfolio Buys Q3 2024
No earlier filing to compare with.
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 |