Westfuller Advisors, LLC

Name: Westfuller Advisors, LLC 13F holdings, Q1 2025
Creator: Westfuller Advisors, LLC
Published: 2025-04-25

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q1 2024

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 25, 2025), Westfuller Advisors, LLC reported 98 stock positions worth $149.8 million. Its top holding was iShares 0-3 Month Treasury B (SGOV) at 11.7% of the portfolio, followed by Vanguard ESG US Stock ETF (ESGV, 6.5%) and iShares ESG Aware US Aggrega (EAGG, 5.5%). Compared with Q4 2024, it opened 14 new positions, sold out of 7, added to 60 and reduced 16. The biggest buy was Vanguard ESG US Stock ETF (ESGV, shares +361%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −83%).

Most Recent 13F: Q2 2026
Location: New York, NY
CIK: 0002024115
Portfolio Value: $149.8M (Q1 2025)
SEC Filing: 0001085146-25-002330 ↗ filed Apr 25, 2025

Holdings Value

Holdings 98 stocks · $149.8M


SGOV iShares 0-3 Month Treasury B	11.75%	174,758	$17.6M	Add +13.7%
ESGV Vanguard ESG US Stock ETF	6.50%	99,434	$9.7M	Add +360.8%
EAGG iShares ESG Aware US Aggrega	5.47%	172,551	$8.2M	Add +329.5%
VOO Vanguard S&P 500 ETF	5.24%	15,279	$7.9M	Add +2.7%
VSGX Vanguard ESG Intl Stock ETF	5.00%	127,075	$7.5M	Add +116.7%
NUBD Nuveen ESG US Aggregate Bond	4.52%	304,856	$6.8M	Add +1.0%
IEFA iShares Core MSCI Eafe ETF	2.96%	58,694	$4.4M	Reduce -40.4%
AAPL Apple Inc.	2.94%	19,810	$4.4M	Add +3.0%
CMF iShares California Muni Bond	2.42%	64,453	$3.6M	Reduce -0.0%
WOMN Impact Shares Women's Empowe	2.20%	86,138	$3.3M	Add +0.3%
BIV Vanguard Intermediate-Term B	2.13%	41,568	$3.2M	Add +5.3%
INVESTMENT MANAGERS SER TR I	2.06%	83,583	$3.1M	Add +0.4%
BSV Vanguard Short-Term Bond ETF	2.02%	38,727	$3.0M	Add +0.0%
GOVT iShares US Treasury Bond ETF	1.85%	120,373	$2.8M	Add +6.4%
NVDA Nvidia Corp.	1.79%	24,771	$2.7M	Add +5.3%
GLD SPDR Gold Shares	1.71%	8,899	$2.6M	Add +1.0%
QQQ Invesco QQQ Trust Series 1	1.67%	5,333	$2.5M	Add +4.1%
VMBS Vanguard Mortgage-Backed Sec	1.42%	45,964	$2.1M	Add +18.7%
DMXF iShares ESG Advanc MSCI Eafe	1.39%	30,845	$2.1M	No change
DGRO iShares Core Dividend Growth	1.37%	33,151	$2.0M	Reduce -6.4%
AGG iShares Core U.S. Aggregate	1.27%	19,250	$1.9M	Reduce -80.7%
VTI VG Morningstar TS MKT ETF-US	1.14%	6,219	$1.7M	Add +0.7%
ESML iShares ESG Aware MSCI USA S	1.13%	44,207	$1.7M	New
IGRO iShares Intl Div Growth ETF	1.10%	22,814	$1.7M	Reduce -3.1%
JQUA JPMorgan US Quality Factor	1.09%	28,949	$1.6M	Add +0.3%
VYM Vanguard High DVD Yield ETF	1.09%	12,610	$1.6M	Reduce -3.9%
VXUS Vanguard Total Intl Stock	1.04%	24,970	$1.6M	Add +0.3%
IVV iShares Core S&P 500 ETF	1.00%	2,669	$1.5M	Reduce -83.4%
XMHQ Invesco S&P Midcap Qual ETF	0.91%	14,836	$1.4M	Add +1.3%
NUSC Nuveen ESG Small-Cap ETF	0.90%	35,048	$1.3M	Add +3.4%
MSFT Microsoft Corp.	0.87%	3,477	$1.3M	Add +14.6%
SPY SS SPDR S&P 500 ETF Trust-US	0.86%	2,297	$1.3M	Add +1.7%
JPM JPMorgan Chase & Co.	0.73%	4,460	$1.1M	Add +0.5%
JSTC Adasina Social Justice GLB	0.71%	58,642	$1.1M	No change
NACP Impact Shares Naacp Minority	0.70%	26,150	$1.0M	No change
BNDX Vanguard Total Intl Bond ETF	0.66%	20,109	$982K	Reduce -3.1%
SPIB SS SPDR P Int C Corp. ETF	0.65%	29,159	$969K	Add +3.8%
SHV iShares 0-1 Year Treasury Bo	0.65%	8,755	$967K	New
VXF Vanguard Extended Market ETF	0.64%	5,564	$958K	Add +7.3%
AMZN Amazon.com Inc.	0.63%	4,921	$936K	Add +29.8%
GOOGL Alphabet Inc. Class A	0.59%	5,760	$891K	Add +1.0%
NUEM Nuveen ESG Emerging Markets	0.58%	29,593	$866K	Add +9.5%
VNQ Vanguard Real Estate ETF	0.56%	9,313	$843K	Add +9.4%
IAUM iShares Gold Trust Micro	0.54%	25,815	$805K	Add +11.8%
VEU Vanguard Ftse All-World Ex-U	0.52%	12,807	$777K	Add +0.3%
TIP iShares Tips Bond ETF	0.51%	6,909	$768K	Reduce -3.3%
V Visa Inc. Class A	0.49%	2,112	$740K	Add +40.0%
WMG Warner Music Group Corp. Class A	0.48%	22,980	$720K	Add +27.9%
NYF iShares New York Muni Bond E	0.48%	13,651	$719K	Add +0.5%
SUSB iShares ESG Aware 1-5 Year U	0.47%	28,148	$703K	Add +0.6%
GOOG Alphabet Inc. Class C	0.45%	4,303	$672K	Add +50.2%
BIL SS SPDR BB 1-3M T-Bill ETF	0.44%	7,251	$665K	Add +25.6%
LRCX Lam Research Corp.	0.44%	9,114	$665K	Add +6.3%
IWM iShares Russell 2000 ETF	0.40%	2,983	$595K	Add +1.1%
TLT iShares 20+ Year Treasury BD	0.39%	6,495	$591K	Add +0.3%
NULG Nuveen ESG LRG-Cap GRW ETF	0.37%	7,013	$549K	Reduce -9.0%
REGL Prshrs S&P Mid 400 DVD Arist	0.34%	6,264	$508K	No change
SHY iShares 1-3 Year Treasury Bo	0.32%	5,879	$486K	Reduce -1.1%
VGIT Vanguard Intermediate-Term T	0.32%	8,188	$486K	Add +0.7%
VUG Vanguard Mrngstar GR ETF-Sui	0.30%	1,193	$442K	Reduce -91.4%
VTWO Vanguard Russell 2000 ETF	0.28%	5,273	$425K	Reduce -79.7%
VFH Vanguard Financials ETF	0.27%	3,398	$406K	Add +6.1%
VIG Vanguard Dividend Apprec ETF	0.27%	2,056	$399K	Reduce -17.7%
IGV iShares Expanded Tech-Softwa	0.26%	4,355	$388K	Reduce -4.2%
COST Costco Wholesale Corp.	0.26%	409	$387K	Add +57.3%
BGRN iShares Usd Green Bond ETF	0.26%	8,086	$383K	New
PFF iShares Preferred & Income S	0.25%	12,417	$382K	Add +0.2%
IEF iShares 7-10 Year Treasury B	0.25%	3,959	$378K	New
VTEB Vanguard Tax-Exempt Bond ETF	0.24%	7,177	$356K	Add +0.5%
BLV Vanguard Long-Term Bond ETF	0.23%	4,967	$350K	Add +0.8%
VEA Vanguard Ftse Developed ETF	0.22%	6,531	$332K	Add +0.5%
EFG iShares MSCI Eafe Growth ETF	0.22%	3,292	$329K	No change
IYW iShares Ustechnology ETF	0.22%	2,326	$327K	Add +0.0%
XLI SS Industrial Select Sector	0.20%	2,237	$293K	Add +2.6%
HEZU iShares Currency Hedged MSCI	0.19%	7,401	$288K	No change
VHT Vanguard Health Care ETF	0.18%	1,046	$277K	Reduce -28.9%
CRM Salesforce Inc.	0.18%	1,030	$276K	Add +0.8%
FTNT Fortinet Inc.	0.18%	2,775	$267K	Add +22.0%
IEI iShares 3-7 Year Treasury Bo	0.18%	2,242	$265K	Add +0.5%
LLY Eli Lilly & Co.	0.17%	317	$262K	New
META Meta Platforms Inc. Class A	0.17%	452	$260K	Add +7.9%
ECL Ecolab Inc.	0.17%	1,022	$259K	New
TSM Taiwan Semiconductor-SP ADR	0.17%	1,513	$252K	Add +0.3%
NSC Norfolk Southern Corp.	0.17%	1,057	$250K	Add +0.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.16%	2,022	$246K	New
ADP Automatic Data Processing	0.15%	756	$231K	New
CSCO Cisco Systems Inc.	0.15%	3,683	$227K	Add +0.5%
DUOL Duolingo	0.15%	700	$217K	No change
VTEI Vanguard Int Tax-Exempt Bond	0.14%	2,170	$214K	Add +0.5%
VWO Vanguard Ftse Emerging Marke	0.14%	4,679	$212K	Add +0.1%
MELI MercadoLibre Inc.	0.14%	107	$208K	New
VGT Vanguard Info Tech ETF	0.14%	377	$205K	Add +3.9%
INTU Intuit Inc.	0.14%	333	$205K	No change
ACN Accenture PLC Class A	0.14%	649	$203K	New
HL Hecla Mining Co.	0.05%	14,670	$82K	New
SJT San Juan Basin Royalty TR	0.04%	11,430	$63K	New
CX Cemex Sab-Spons ADR Part Cer	0.04%	10,977	$62K	New
NOK Nokia Corp.-Spon ADR	0.04%	11,177	$59K	New

Portfolio Sells Q4 2024 → Q1 2025


IVV iShares Core S&P 500 ETF	Reduce -83.4%	1.00%	−5.02
AGG iShares Core U.S. Aggregate	Reduce -80.7%	1.27%	−4.87
VUG Vanguard Mrngstar GR ETF-Sui	Reduce -91.4%	0.30%	−3.34
VTV Vanguard Mrngstr Val ETF-Aui	Sold out	0.00%	−2.79
IEFA iShares Core MSCI Eafe ETF	Reduce -40.4%	2.96%	−1.44
VTWO Vanguard Russell 2000 ETF	Reduce -79.7%	0.28%	−1.19
SPEM State Street SP PTF Em ETF	Sold out	0.00%	−0.95
USHY iShares Broad Usd High Yield	Sold out	0.00%	−0.62
VBR Vngrd Mrngst SL-CP Val ETF-U	Sold out	0.00%	−0.36
TSLA Tesla Inc.	Sold out	0.00%	−0.17
IYC iShares US Consumer Discreti	Sold out	0.00%	−0.16
GS Goldman Sachs Group Inc.	Sold out	0.00%	−0.13
NULG Nuveen ESG LRG-Cap GRW ETF	Reduce -9.0%	0.37%	−0.05
VHT Vanguard Health Care ETF	Reduce -28.9%	0.18%	−0.05
VIG Vanguard Dividend Apprec ETF	Reduce -17.7%	0.27%	−0.04
IGV iShares Expanded Tech-Softwa	Reduce -4.2%	0.26%	−0.03
DGRO iShares Core Dividend Growth	Reduce -6.4%	1.37%	−0.01
BNDX Vanguard Total Intl Bond ETF	Reduce -3.1%	0.66%	+0.01
SHY iShares 1-3 Year Treasury Bo	Reduce -1.1%	0.32%	+0.02
VYM Vanguard High DVD Yield ETF	Reduce -3.9%	1.09%	+0.02
TIP iShares Tips Bond ETF	Reduce -3.3%	0.51%	+0.03
CMF iShares California Muni Bond	Reduce -0.0%	2.42%	+0.08
IGRO iShares Intl Div Growth ETF	Reduce -3.1%	1.10%	+0.09

Portfolio Buys Q4 2024 → Q1 2025


ESGV Vanguard ESG US Stock ETF	Add +360.8%	6.50%	+5.07
EAGG iShares ESG Aware US Aggrega	Add +329.5%	5.47%	+4.28
VSGX Vanguard ESG Intl Stock ETF	Add +116.7%	5.00%	+2.89
SGOV iShares 0-3 Month Treasury B	Add +13.7%	11.75%	+1.95
ESML iShares ESG Aware MSCI USA S	New	1.13%	+1.13
SHV iShares 0-1 Year Treasury Bo	New	0.65%	+0.65
GLD SPDR Gold Shares	Add +1.0%	1.71%	+0.36
NUBD Nuveen ESG US Aggregate Bond	Add +1.0%	4.52%	+0.34
VMBS Vanguard Mortgage-Backed Sec	Add +18.7%	1.42%	+0.31
BGRN iShares Usd Green Bond ETF	New	0.26%	+0.26
IEF iShares 7-10 Year Treasury B	New	0.25%	+0.25
BIV Vanguard Intermediate-Term B	Add +5.3%	2.13%	+0.25
GOVT iShares US Treasury Bond ETF	Add +6.4%	1.85%	+0.20
V Visa Inc. Class A	Add +40.0%	0.49%	+0.19
LLY Eli Lilly & Co.	New	0.17%	+0.17
ECL Ecolab Inc.	New	0.17%	+0.17
TJX TJX Companies Inc.	New	0.16%	+0.16
ADP Automatic Data Processing	New	0.15%	+0.15
IAUM iShares Gold Trust Micro	Add +11.8%	0.54%	+0.15
VOO Vanguard S&P 500 ETF	Add +2.7%	5.24%	+0.15
MELI MercadoLibre Inc.	New	0.14%	+0.14
ACN Accenture PLC Class A	New	0.14%	+0.14
WMG Warner Music Group Corp. Class A	Add +27.9%	0.48%	+0.13
BSV Vanguard Short-Term Bond ETF	Add +0.0%	2.02%	+0.12
BIL SS SPDR BB 1-3M T-Bill ETF	Add +25.6%	0.44%	+0.11
COST Costco Wholesale Corp.	Add +57.3%	0.26%	+0.11
VXUS Vanguard Total Intl Stock	Add +0.3%	1.04%	+0.10
GOOG Alphabet Inc. Class C	Add +50.2%	0.45%	+0.10
WOMN Impact Shares Women's Empowe	Add +0.3%	2.20%	+0.10
AMZN Amazon.com Inc.	Add +29.8%	0.63%	+0.10
VNQ Vanguard Real Estate ETF	Add +9.4%	0.56%	+0.08
NUEM Nuveen ESG Emerging Markets	Add +9.5%	0.58%	+0.08
SPIB SS SPDR P Int C Corp. ETF	Add +3.8%	0.65%	+0.06
MSFT Microsoft Corp.	Add +14.6%	0.87%	+0.06
HL Hecla Mining Co.	New	0.05%	+0.05
JPM JPMorgan Chase & Co.	Add +0.5%	0.73%	+0.05
VEU Vanguard Ftse All-World Ex-U	Add +0.3%	0.52%	+0.05
LRCX Lam Research Corp.	Add +6.3%	0.44%	+0.05
INVESTMENT MANAGERS SER TR I	Add +0.4%	2.06%	+0.05
SJT San Juan Basin Royalty TR	New	0.04%	+0.04
FTNT Fortinet Inc.	Add +22.0%	0.18%	+0.04
CX Cemex Sab-Spons ADR Part Cer	New	0.04%	+0.04
JQUA JPMorgan US Quality Factor	Add +0.3%	1.09%	+0.04
NOK Nokia Corp.-Spon ADR	New	0.04%	+0.04
TLT iShares 20+ Year Treasury BD	Add +0.3%	0.39%	+0.04
VFH Vanguard Financials ETF	Add +6.1%	0.27%	+0.03
SUSB iShares ESG Aware 1-5 Year U	Add +0.6%	0.47%	+0.03
VGIT Vanguard Intermediate-Term T	Add +0.7%	0.32%	+0.03
VEA Vanguard Ftse Developed ETF	Add +0.5%	0.22%	+0.02
NYF iShares New York Muni Bond E	Add +0.5%	0.48%	+0.02

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