Westfuller Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 20, 2025), Westfuller Advisors, LLC reported 91 stock positions worth $157.4 million. Its top holding was iShares 0-3 Month Treasury B (SGOV) at 9.8% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 6.1%) and iShares Core S&P 500 ETF (IVV, 6.0%). Compared with Q3 2024, it opened 11 new positions, sold out of 2, added to 49 and reduced 27. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +1071%) and the biggest sale Vanguard ESG Intl Stock ETF (VSGX, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0002024115
- Portfolio Value
- $157.4M (Q4 2024)
- SEC Filing
- 0001085146-25-001756 ↗ filed Feb 20, 2025
Holdings Value
Holdings 91 stocks · $157.4M
| SGOV iShares 0-3 Month Treasury B | 9.80% | 153,763 | $15.4M | Add +1.6% |
| AGG iShares Core U.S. Aggregate | 6.14% | 99,729 | $9.7M | Add +12.4% |
| IVV iShares Core S&P 500 ETF | 6.02% | 16,094 | $9.5M | Add +11.3% |
| VOO Vanguard S&P 500 ETF | 5.09% | 14,872 | $8.0M | Add +2.9% |
| IEFA iShares Core MSCI Eafe ETF | 4.40% | 98,529 | $6.9M | Add +26.1% |
| NUBD Nuveen ESG US Aggregate Bond | 4.18% | 301,937 | $6.6M | Add +1.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.63% | 13,938 | $5.7M | Add +1071.3% |
| AAPL Apple Inc. | 3.06% | 19,231 | $4.8M | Reduce -0.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.79% | 25,900 | $4.4M | New |
| CMF iShares California Muni Bond | 2.35% | 64,460 | $3.7M | Add +0.0% |
| VSGX Vanguard ESG Intl Stock ETF | 2.11% | 58,638 | $3.3M | Reduce -4.2% |
| WOMN Impact Shares Women's Empowe | 2.10% | 85,911 | $3.3M | Add +0.4% |
| NVDA Nvidia Corp. | 2.01% | 23,533 | $3.2M | Reduce -1.3% |
| INVESTMENT MANAGERS SER TR I | 2.01% | 83,215 | $3.2M | Reduce -6.8% |
| BSV Vanguard Short-Term Bond ETF | 1.90% | 38,710 | $3.0M | Add +0.6% |
| BIV Vanguard Intermediate-Term B | 1.87% | 39,484 | $3.0M | Add +0.6% |
| QQQ Invesco QQQ Trust Series 1 | 1.66% | 5,124 | $2.6M | Add +1.2% |
| GOVT iShares US Treasury Bond ETF | 1.65% | 113,097 | $2.6M | Add +174.3% |
| VTWO Vanguard Russell 2000 ETF | 1.48% | 25,990 | $2.3M | Add +17.8% |
| ESGV Vanguard ESG US Stock ETF | 1.44% | 21,580 | $2.3M | Add +0.6% |
| DGRO iShares Core Dividend Growth | 1.38% | 35,403 | $2.2M | Reduce -10.4% |
| GLD SPDR Gold Shares | 1.36% | 8,813 | $2.1M | Reduce -7.6% |
| DMXF iShares ESG Advanc MSCI Eafe | 1.27% | 30,845 | $2.0M | Add +1.4% |
| EAGG iShares ESG Aware US Aggrega | 1.19% | 40,173 | $1.9M | Add +1.3% |
| VTI VG Morningstar TS MKT ETF-US | 1.14% | 6,179 | $1.8M | Add +0.6% |
| VMBS Vanguard Mortgage-Backed Sec | 1.12% | 38,731 | $1.8M | Add +111.2% |
| VYM Vanguard High DVD Yield ETF | 1.06% | 13,127 | $1.7M | Reduce -1.8% |
| JQUA JPMorgan US Quality Factor | 1.05% | 28,869 | $1.7M | Reduce -9.3% |
| IGRO iShares Intl Div Growth ETF | 1.02% | 23,547 | $1.6M | Reduce -6.1% |
| SPEM State Street SP PTF Em ETF | 0.95% | 39,088 | $1.5M | Add +5.4% |
| VXUS Vanguard Total Intl Stock | 0.93% | 24,895 | $1.5M | Add +1.7% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.92% | 14,642 | $1.4M | Add +10.6% |
| NUSC Nuveen ESG Small-Cap ETF | 0.90% | 33,888 | $1.4M | Add +1.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.84% | 2,259 | $1.3M | Add +0.3% |
| MSFT Microsoft Corp. | 0.81% | 3,033 | $1.3M | Reduce -1.1% |
| GOOGL Alphabet Inc. Class A | 0.69% | 5,704 | $1.1M | Reduce -1.9% |
| JSTC Adasina Social Justice GLB | 0.68% | 58,642 | $1.1M | Add +0.5% |
| NACP Impact Shares Naacp Minority | 0.68% | 26,150 | $1.1M | No change |
| JPM JPMorgan Chase & Co. | 0.68% | 4,439 | $1.1M | Reduce -0.5% |
| BNDX Vanguard Total Intl Bond ETF | 0.65% | 20,758 | $1.0M | Add +7.6% |
| VXF Vanguard Extended Market ETF | 0.63% | 5,183 | $985K | Reduce -4.1% |
| USHY iShares Broad Usd High Yield | 0.62% | 26,460 | $973K | Add +0.1% |
| SPIB SS SPDR P Int C Corp. ETF | 0.58% | 28,085 | $920K | New |
| AMZN Amazon.com Inc. | 0.53% | 3,792 | $832K | Reduce -1.8% |
| NUEM Nuveen ESG Emerging Markets | 0.50% | 27,032 | $784K | Add +1.9% |
| TIP iShares Tips Bond ETF | 0.48% | 7,148 | $762K | Reduce -14.3% |
| VNQ Vanguard Real Estate ETF | 0.48% | 8,515 | $759K | Add +20.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.47% | 12,767 | $733K | Add +1.6% |
| NYF iShares New York Muni Bond E | 0.46% | 13,587 | $723K | New |
| SUSB iShares ESG Aware 1-5 Year U | 0.44% | 27,993 | $691K | Add +0.5% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.42% | 7,704 | $661K | Add +0.1% |
| IWM iShares Russell 2000 ETF | 0.41% | 2,951 | $652K | Reduce -4.7% |
| LRCX Lam Research Corp. | 0.39% | 8,571 | $621K | Reduce -8.2% |
| IAUM iShares Gold Trust Micro | 0.38% | 23,087 | $604K | Add +96.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.36% | 2,884 | $572K | New |
| TLT iShares 20+ Year Treasury BD | 0.36% | 6,476 | $566K | Reduce -2.0% |
| WMG Warner Music Group Corp. Class A | 0.35% | 17,970 | $557K | Add +0.6% |
| GOOG Alphabet Inc. Class C | 0.35% | 2,864 | $545K | Reduce -1.3% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.34% | 5,771 | $528K | Reduce -20.8% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.32% | 6,264 | $505K | Add +1.2% |
| VIG Vanguard Dividend Apprec ETF | 0.31% | 2,497 | $489K | Add +0.4% |
| SHY iShares 1-3 Year Treasury Bo | 0.31% | 5,946 | $487K | Add +0.2% |
| V Visa Inc. Class A | 0.30% | 1,509 | $477K | Reduce -5.0% |
| VGIT Vanguard Intermediate-Term T | 0.30% | 8,132 | $472K | Reduce -2.6% |
| IGV iShares Expanded Tech-Softwa | 0.29% | 4,548 | $455K | No change |
| PFF iShares Preferred & Income S | 0.25% | 12,390 | $390K | Add +0.4% |
| VFH Vanguard Financials ETF | 0.24% | 3,203 | $378K | Add +0.9% |
| VHT Vanguard Health Care ETF | 0.24% | 1,472 | $373K | Add +0.3% |
| IYW iShares Ustechnology ETF | 0.24% | 2,325 | $371K | Add +0.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.23% | 7,139 | $358K | New |
| CRM Salesforce Inc. | 0.22% | 1,022 | $342K | Add +0.1% |
| BLV Vanguard Long-Term Bond ETF | 0.21% | 4,930 | $337K | Add +2.3% |
| EFG iShares MSCI Eafe Growth ETF | 0.20% | 3,292 | $319K | No change |
| VEA Vanguard Ftse Developed ETF | 0.20% | 6,501 | $311K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.19% | 1,509 | $299K | Reduce -4.3% |
| XLI SS Industrial Select Sector | 0.18% | 2,180 | $287K | Reduce -0.7% |
| TSLA Tesla Inc. | 0.17% | 678 | $274K | Reduce -13.4% |
| HEZU iShares Currency Hedged MSCI | 0.17% | 7,401 | $265K | Add +0.7% |
| IEI iShares 3-7 Year Treasury Bo | 0.16% | 2,230 | $258K | Add +0.8% |
| IYC iShares US Consumer Discreti | 0.16% | 2,567 | $247K | Add +0.0% |
| NSC Norfolk Southern Corp. | 0.16% | 1,051 | $247K | Add +0.4% |
| META Meta Platforms Inc. Class A | 0.16% | 419 | $246K | Reduce -1.2% |
| COST Costco Wholesale Corp. | 0.15% | 260 | $238K | Reduce -3.0% |
| DUOL Duolingo | 0.14% | 700 | $227K | New |
| VGT Vanguard Info Tech ETF | 0.14% | 363 | $225K | Add +0.3% |
| CSCO Cisco Systems Inc. | 0.14% | 3,665 | $217K | New |
| FTNT Fortinet Inc. | 0.14% | 2,275 | $215K | New |
| VTEI Vanguard Int Tax-Exempt Bond | 0.14% | 2,160 | $215K | New |
| INTU Intuit Inc. | 0.13% | 333 | $209K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.13% | 4,674 | $206K | Add +2.4% |
| GS Goldman Sachs Group Inc. | 0.13% | 356 | $204K | New |
Portfolio Sells Q3 2024 → Q4 2024
| VSGX Vanguard ESG Intl Stock ETF | Reduce -4.2% | 2.11% | −0.59 |
| INVESTMENT MANAGERS SER TR I | Reduce -6.8% | 2.01% | −0.46 |
| DGRO iShares Core Dividend Growth | Reduce -10.4% | 1.38% | −0.40 |
| IGRO iShares Intl Div Growth ETF | Reduce -6.1% | 1.02% | −0.33 |
| GLD SPDR Gold Shares | Reduce -7.6% | 1.36% | −0.31 |
| JQUA JPMorgan US Quality Factor | Reduce -9.3% | 1.05% | −0.24 |
| TIP iShares Tips Bond ETF | Reduce -14.3% | 0.48% | −0.18 |
| AAPL Apple Inc. | Reduce -0.3% | 3.06% | −0.17 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.8% | 1.06% | −0.17 |
| LRCX Lam Research Corp. | Reduce -8.2% | 0.39% | −0.15 |
| IYH iShares U.S. Healthcare ETF | Sold out | 0.00% | −0.15 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -20.8% | 0.34% | −0.14 |
| MSFT Microsoft Corp. | Reduce -1.1% | 0.81% | −0.14 |
| TLT iShares 20+ Year Treasury BD | Reduce -2.0% | 0.36% | −0.11 |
| VXF Vanguard Extended Market ETF | Reduce -4.1% | 0.63% | −0.08 |
| IWM iShares Russell 2000 ETF | Reduce -4.7% | 0.41% | −0.08 |
| NVDA Nvidia Corp. | Reduce -1.3% | 2.01% | −0.07 |
| VGIT Vanguard Intermediate-Term T | Reduce -2.6% | 0.30% | −0.06 |
| XLI SS Industrial Select Sector | Reduce -0.7% | 0.18% | −0.03 |
| MIN Aberdeen Intermediate Inc. FD | Sold out | 0.00% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -3.0% | 0.15% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -1.2% | 0.16% | −0.02 |
| V Visa Inc. Class A | Reduce -5.0% | 0.30% | −0.01 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -4.3% | 0.19% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -1.9% | 0.69% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -1.3% | 0.35% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -0.5% | 0.68% | +0.00 |
| AMZN Amazon.com Inc. | Reduce -1.8% | 0.53% | +0.01 |
| TSLA Tesla Inc. | Reduce -13.4% | 0.17% | +0.03 |
Portfolio Buys Q3 2024 → Q4 2024
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1071.3% | 3.63% | +3.31 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 2.79% | +2.79 |
| GOVT iShares US Treasury Bond ETF | Add +174.3% | 1.65% | +0.96 |
| SPIB SS SPDR P Int C Corp. ETF | New | 0.58% | +0.58 |
| VMBS Vanguard Mortgage-Backed Sec | Add +111.2% | 1.12% | +0.49 |
| NYF iShares New York Muni Bond E | New | 0.46% | +0.46 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.36% | +0.36 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.23% | +0.23 |
| VEA Vanguard Ftse Developed ETF | New | 0.20% | +0.20 |
| IAUM iShares Gold Trust Micro | Add +96.0% | 0.38% | +0.16 |
| DUOL Duolingo | New | 0.14% | +0.14 |
| CSCO Cisco Systems Inc. | New | 0.14% | +0.14 |
| FTNT Fortinet Inc. | New | 0.14% | +0.14 |
| VTEI Vanguard Int Tax-Exempt Bond | New | 0.14% | +0.14 |
| GS Goldman Sachs Group Inc. | New | 0.13% | +0.13 |
| VTWO Vanguard Russell 2000 ETF | Add +17.8% | 1.48% | +0.06 |
| IVV iShares Core S&P 500 ETF | Add +11.3% | 6.02% | +0.03 |
| IEFA iShares Core MSCI Eafe ETF | Add +26.1% | 4.40% | +0.02 |
| CRM Salesforce Inc. | Add +0.1% | 0.22% | +0.02 |
| IYC iShares US Consumer Discreti | Add +0.0% | 0.16% | −0.01 |
| VGT Vanguard Info Tech ETF | Add +0.3% | 0.14% | −0.01 |
| VFH Vanguard Financials ETF | Add +0.9% | 0.24% | −0.01 |
| IYW iShares Ustechnology ETF | Add +0.0% | 0.24% | −0.02 |
| VNQ Vanguard Real Estate ETF | Add +20.2% | 0.48% | −0.02 |
| HEZU iShares Currency Hedged MSCI | Add +0.7% | 0.17% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Add +2.4% | 0.13% | −0.03 |
| IEI iShares 3-7 Year Treasury Bo | Add +0.8% | 0.16% | −0.03 |
| NSC Norfolk Southern Corp. | Add +0.4% | 0.16% | −0.03 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Add +0.1% | 0.42% | −0.04 |
| REGL Prshrs S&P Mid 400 DVD Arist | Add +1.2% | 0.32% | −0.04 |
| VIG Vanguard Dividend Apprec ETF | Add +0.4% | 0.31% | −0.04 |
| SHY iShares 1-3 Year Treasury Bo | Add +0.2% | 0.31% | −0.04 |
| BLV Vanguard Long-Term Bond ETF | Add +2.3% | 0.21% | −0.05 |
| PFF iShares Preferred & Income S | Add +0.4% | 0.25% | −0.05 |
| WMG Warner Music Group Corp. Class A | Add +0.6% | 0.35% | −0.05 |
| BNDX Vanguard Total Intl Bond ETF | Add +7.6% | 0.65% | −0.05 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +10.6% | 0.92% | −0.06 |
| VHT Vanguard Health Care ETF | Add +0.3% | 0.24% | −0.06 |
| SUSB iShares ESG Aware 1-5 Year U | Add +0.5% | 0.44% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 0.84% | −0.09 |
| NUEM Nuveen ESG Emerging Markets | Add +1.9% | 0.50% | −0.09 |
| USHY iShares Broad Usd High Yield | Add +0.1% | 0.62% | −0.10 |
| VEU Vanguard Ftse All-World Ex-U | Add +1.6% | 0.47% | −0.10 |
| JSTC Adasina Social Justice GLB | Add +0.5% | 0.68% | −0.11 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.2% | 1.66% | −0.11 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.6% | 1.14% | −0.11 |
| ESGV Vanguard ESG US Stock ETF | Add +0.6% | 1.44% | −0.13 |
| NUSC Nuveen ESG Small-Cap ETF | Add +1.2% | 0.90% | −0.13 |
| SPEM State Street SP PTF Em ETF | Add +5.4% | 0.95% | −0.15 |
| EAGG iShares ESG Aware US Aggrega | Add +1.3% | 1.19% | −0.20 |
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 |