Westfuller Advisors, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 11, 2025), Westfuller Advisors, LLC reported 114 stock positions worth $175.4 million. Its top holding was iShares 0-3 Month Treasury B (SGOV) at 14.2% of the portfolio, followed by Vanguard ESG Intl Stock ETF (VSGX, 4.8%) and Vanguard S&P 500 ETF (VOO, 4.8%). Compared with Q1 2025, it opened 17 new positions, sold out of 1, added to 56 and reduced 23. The biggest buy was Amazon.com (AMZN, shares +471%) and the biggest sale an exit from Investment Managers Ser TR I.

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0002024115
Portfolio Value
$175.4M (Q2 2025)
SEC Filing
0001085146-25-003762 ↗ filed Jul 11, 2025

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $0 Q1 2024 Q3 2024: $139.3M Q3 2024 Q4 2024: $157.4M Q4 2024 Q1 2025: $149.8M Q1 2025 Q2 2025: $175.4M $175.4M Q2 2025 Q3 2025: $219.9M Q3 2025 Q4 2025: $247.3M Q4 2025 Q1 2026: $231.7M Q1 2026 Q2 2026: $274.7M Q2 2026

Holdings 114 stocks · $175.4M
SGOV iShares 0-3 Month Treasury B 14.18% 246,952 $24.9M Add +41.3%
VSGX Vanguard ESG Intl Stock ETF 4.76% 127,552 $8.4M Add +0.4%
VOO Vanguard S&P 500 ETF 4.76% 14,648 $8.3M Reduce -4.1%
ESGV Vanguard ESG US Stock ETF 4.75% 75,938 $8.3M Reduce -23.6%
EAGG iShares ESG Aware US Aggrega 4.35% 160,581 $7.6M Reduce -6.9%
NUBD Nuveen ESG US Aggregate Bond 3.91% 307,916 $6.9M Add +1.0%
AMZN Amazon.com Inc. 3.51% 28,078 $6.2M Add +470.6%
AAPL Apple Inc. 2.45% 20,985 $4.3M Add +5.9%
NVDA Nvidia Corp. 2.15% 23,882 $3.8M Reduce -3.6%
CMF iShares California Muni Bond 2.05% 64,463 $3.6M Add +0.0%
WOMN Impact Shares Women's Empowe 1.95% 86,357 $3.4M Add +0.3%
CHGX Stance Sustainable Beta ETF 1.93% 130,029 $3.4M New
BIV Vanguard Intermediate-Term B 1.84% 41,797 $3.2M Add +0.6%
BSV Vanguard Short-Term Bond ETF 1.75% 38,935 $3.1M Add +0.5%
GLD SPDR Gold Shares 1.72% 9,905 $3.0M Add +11.3%
QQQ Invesco QQQ Trust Series 1 1.66% 5,282 $2.9M Reduce -1.0%
GOVT iShares US Treasury Bond ETF 1.61% 122,972 $2.8M Add +2.2%
IEFA iShares Core MSCI Eafe ETF 1.49% 31,217 $2.6M Reduce -46.8%
DMXF iShares ESG Advanc MSCI Eafe 1.33% 31,330 $2.3M Add +1.6%
VMBS Vanguard Mortgage-Backed Sec 1.23% 46,616 $2.2M Add +1.4%
DGRO iShares Core Dividend Growth 1.21% 33,151 $2.1M No change
MSFT Microsoft Corp. 1.11% 3,931 $2.0M Add +13.1%
VTI VG Morningstar TS MKT ETF-US 1.08% 6,219 $1.9M No change
ESML iShares ESG Aware MSCI USA S 1.04% 44,207 $1.8M No change
IGRO iShares Intl Div Growth ETF 1.03% 22,814 $1.8M No change
JQUA JPMorgan US Quality Factor 0.99% 29,036 $1.7M Add +0.3%
VXUS Vanguard Total Intl Stock 0.99% 25,152 $1.7M Add +0.7%
VYM Vanguard High DVD Yield ETF 0.98% 12,886 $1.7M Add +2.2%
IVV iShares Core S&P 500 ETF 0.87% 2,457 $1.5M Reduce -7.9%
SPY SS SPDR S&P 500 ETF Trust-US 0.84% 2,368 $1.5M Add +3.1%
NUSC Nuveen ESG Small-Cap ETF 0.81% 35,048 $1.4M No change
BRK.B Berkshire Hathaway Inc. Class B 0.81% 2,933 $1.4M New
JPM JPMorgan Chase & Co. 0.76% 4,588 $1.3M Add +2.9%
LLY Eli Lilly & Co. 0.71% 1,591 $1.2M Add +401.9%
JSTC Adasina Social Justice GLB 0.70% 61,709 $1.2M Add +5.2%
NACP Impact Shares Naacp Minority 0.65% 26,150 $1.1M No change
GOOGL Alphabet Inc. Class A 0.64% 6,414 $1.1M Add +11.3%
XMHQ Invesco S&P Midcap Qual ETF 0.64% 11,444 $1.1M Reduce -22.9%
VXF Vanguard Extended Market ETF 0.61% 5,560 $1.1M Reduce -0.1%
SBUX Starbucks Corp. 0.58% 11,041 $1.0M New
SPIB SS SPDR P Int C Corp. ETF 0.57% 29,685 $997K Add +1.8%
BNDX Vanguard Total Intl Bond ETF 0.57% 20,110 $996K Add +0.0%
NUEM Nuveen ESG Emerging Markets 0.56% 29,800 $990K Add +0.7%
SHV iShares 0-1 Year Treasury Bo 0.55% 8,755 $967K No change
VEU Vanguard Ftse All-World Ex-U 0.55% 14,279 $960K Add +11.5%
GOOG Alphabet Inc. Class C 0.51% 5,013 $889K Add +16.5%
LRCX Lam Research Corp. 0.50% 8,985 $877K Reduce -1.4%
UNP Union Pacific Corp. 0.46% 3,534 $813K New
GS Goldman Sachs Group Inc. 0.45% 1,120 $793K New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.43% 6,109 $761K New
VNQ Vanguard Real Estate ETF 0.43% 8,372 $746K Reduce -10.1%
IAUM iShares Gold Trust Micro 0.42% 22,359 $738K Reduce -13.4%
META Meta Platforms Inc. Class A 0.41% 985 $727K Add +117.9%
TIP iShares Tips Bond ETF 0.41% 6,560 $722K Reduce -5.0%
NYF iShares New York Muni Bond E 0.41% 13,752 $717K Add +0.7%
COST Costco Wholesale Corp. 0.41% 724 $717K Add +77.0%
SUSB iShares ESG Aware 1-5 Year U 0.41% 28,382 $714K Add +0.8%
V Visa Inc. Class A 0.40% 1,980 $703K Reduce -6.3%
AGG iShares Core U.S. Aggregate 0.40% 7,002 $695K Reduce -63.6%
NULG Nuveen ESG LRG-Cap GRW ETF 0.38% 7,013 $659K No change
IWM iShares Russell 2000 ETF 0.37% 2,991 $645K Add +0.3%
WMG Warner Music Group Corp. Class A 0.36% 22,980 $626K No change
BIL SS SPDR BB 1-3M T-Bill ETF 0.35% 6,644 $609K Reduce -8.4%
TLT iShares 20+ Year Treasury BD 0.33% 6,534 $577K Add +0.6%
JNJ Johnson & Johnson 0.31% 3,580 $547K New
VUG Vanguard Mrngstar GR ETF-Sui 0.30% 1,193 $524K No change
REGL Prshrs S&P Mid 400 DVD Arist 0.29% 6,304 $516K Add +0.6%
PEP Pepsico Inc. 0.28% 3,748 $495K New
VGIT Vanguard Intermediate-Term T 0.28% 8,268 $495K Add +1.0%
SHY iShares 1-3 Year Treasury Bo 0.28% 5,886 $488K Add +0.1%
IGV iShares Expanded Tech-Softwa 0.27% 4,355 $477K No change
CMCSA Comcast Corp. Class A 0.27% 13,230 $472K New
VTWO Vanguard Russell 2000 ETF 0.26% 5,323 $464K Add +0.9%
VFH Vanguard Financials ETF 0.25% 3,404 $433K Add +0.2%
AXP American Express Co. 0.25% 1,348 $430K New
VIG Vanguard Dividend Apprec ETF 0.24% 2,056 $423K No change
IYW iShares Ustechnology ETF 0.23% 2,327 $403K Add +0.0%
BGRN iShares Usd Green Bond ETF 0.22% 8,101 $386K Add +0.2%
PFF iShares Preferred & Income S 0.22% 12,459 $382K Add +0.3%
IEF iShares 7-10 Year Treasury B 0.22% 3,959 $379K No change
VEA Vanguard Ftse Developed ETF 0.21% 6,583 $375K Add +0.8%
EFG iShares MSCI Eafe Growth ETF 0.21% 3,292 $369K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.20% 7,237 $355K Add +0.8%
BLV Vanguard Long-Term Bond ETF 0.20% 5,005 $348K Add +0.8%
TSM Taiwan Semiconductor-SP ADR 0.20% 1,517 $345K Add +0.3%
MELI MercadoLibre Inc. 0.20% 131 $342K Add +22.4%
XLI SS Industrial Select Sector 0.18% 2,196 $324K Reduce -1.8%
HEZU iShares Currency Hedged MSCI 0.17% 7,401 $304K No change
FTNT Fortinet Inc. 0.17% 2,772 $293K Reduce -0.1%
DUOL Duolingo 0.16% 700 $287K No change
AVAV Aerovironment Inc. 0.16% 1,000 $285K New
NSC Norfolk Southern Corp. 0.16% 1,063 $272K Add +0.6%
IEI iShares 3-7 Year Treasury Bo 0.15% 2,262 $269K Add +0.9%
INTU Intuit Inc. 0.15% 339 $267K Add +1.8%
VHT Vanguard Health Care ETF 0.15% 1,046 $260K No change
CRWD CrowdStrike Holdings Inc. Class A 0.14% 494 $252K New
VGT Vanguard Info Tech ETF 0.14% 378 $250K Add +0.3%
CRM Salesforce Inc. 0.14% 902 $246K Reduce -12.4%
ECL Ecolab Inc. 0.14% 907 $245K Reduce -11.3%
PYPL PayPal Holdings Inc. 0.14% 3,285 $244K New
VWO Vanguard Ftse Emerging Marke 0.13% 4,693 $232K Add +0.3%
VTEI Vanguard Int Tax-Exempt Bond 0.12% 2,187 $216K Add +0.8%
AVGO Broadcom Inc. 0.12% 781 $215K New
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.12% 1,742 $215K Reduce -13.8%
CSCO Cisco Systems Inc. 0.12% 3,087 $214K Reduce -16.2%
TMO Thermo Fisher Scientific Inc. 0.12% 517 $210K New
ERET iShares Env Aware Re Estate 0.12% 7,794 $207K New
ADI Analog Devices Inc. 0.12% 871 $207K New
ADP Automatic Data Processing 0.12% 667 $207K Reduce -11.8%
ACN Accenture PLC Class A 0.11% 671 $201K Add +3.4%
HL Hecla Mining Co. 0.05% 14,678 $88K Add +0.1%
CX Cemex Sab-Spons ADR Part Cer 0.04% 11,013 $76K Add +0.3%
SJT San Juan Basin Royalty TR 0.04% 11,430 $68K No change
NOK Nokia Corp.-Spon ADR 0.03% 11,236 $58K Add +0.5%

Portfolio Sells Q1 2025 → Q2 2025
INVESTMENT MANAGERS SER TR I Sold out 0.00% −2.06
ESGV Vanguard ESG US Stock ETF Reduce -23.6% 4.75% −1.76
IEFA iShares Core MSCI Eafe ETF Reduce -46.8% 1.49% −1.48
EAGG iShares ESG Aware US Aggrega Reduce -6.9% 4.35% −1.12
AGG iShares Core U.S. Aggregate Reduce -63.6% 0.40% −0.88
VOO Vanguard S&P 500 ETF Reduce -4.1% 4.76% −0.48
XMHQ Invesco S&P Midcap Qual ETF Reduce -22.9% 0.64% −0.27
VNQ Vanguard Real Estate ETF Reduce -10.1% 0.43% −0.14
IVV iShares Core S&P 500 ETF Reduce -7.9% 0.87% −0.13
IAUM iShares Gold Trust Micro Reduce -13.4% 0.42% −0.12
TIP iShares Tips Bond ETF Reduce -5.0% 0.41% −0.10
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -8.4% 0.35% −0.10
V Visa Inc. Class A Reduce -6.3% 0.40% −0.09
CRM Salesforce Inc. Reduce -12.4% 0.14% −0.04
TJX TJX Companies Inc. Reduce -13.8% 0.12% −0.04
ADP Automatic Data Processing Reduce -11.8% 0.12% −0.04
ECL Ecolab Inc. Reduce -11.3% 0.14% −0.03
CSCO Cisco Systems Inc. Reduce -16.2% 0.12% −0.03
VXF Vanguard Extended Market ETF Reduce -0.1% 0.61% −0.03
FTNT Fortinet Inc. Reduce -0.1% 0.17% −0.01
XLI SS Industrial Select Sector Reduce -1.8% 0.18% −0.01
QQQ Invesco QQQ Trust Series 1 Reduce -1.0% 1.66% −0.01
LRCX Lam Research Corp. Reduce -1.4% 0.50% +0.06
NVDA Nvidia Corp. Reduce -3.6% 2.15% +0.36

Portfolio Buys Q1 2025 → Q2 2025
AMZN Amazon.com Inc. Add +470.6% 3.51% +2.89
SGOV iShares 0-3 Month Treasury B Add +41.3% 14.18% +2.43
CHGX Stance Sustainable Beta ETF New 1.93% +1.93
BRK.B Berkshire Hathaway Inc. Class B New 0.81% +0.81
SBUX Starbucks Corp. New 0.58% +0.58
LLY Eli Lilly & Co. Add +401.9% 0.71% +0.53
UNP Union Pacific Corp. New 0.46% +0.46
GS Goldman Sachs Group Inc. New 0.45% +0.45
DIS The Walt Disney Co. New 0.43% +0.43
JNJ Johnson & Johnson New 0.31% +0.31
PEP Pepsico Inc. New 0.28% +0.28
CMCSA Comcast Corp. Class A New 0.27% +0.27
AXP American Express Co. New 0.25% +0.25
MSFT Microsoft Corp. Add +13.1% 1.11% +0.24
META Meta Platforms Inc. Class A Add +117.9% 0.41% +0.24
AVAV Aerovironment Inc. New 0.16% +0.16
COST Costco Wholesale Corp. Add +77.0% 0.41% +0.15
CRWD CrowdStrike Holdings Inc. Class A New 0.14% +0.14
PYPL PayPal Holdings Inc. New 0.14% +0.14
AVGO Broadcom Inc. New 0.12% +0.12
TMO Thermo Fisher Scientific Inc. New 0.12% +0.12
ADI Analog Devices Inc. New 0.12% +0.12
ERET iShares Env Aware Re Estate New 0.12% +0.12
GOOG Alphabet Inc. Class C Add +16.5% 0.51% +0.06
MELI MercadoLibre Inc. Add +22.4% 0.20% +0.06
GOOGL Alphabet Inc. Class A Add +11.3% 0.64% +0.05
VEU Vanguard Ftse All-World Ex-U Add +11.5% 0.55% +0.03
TSM Taiwan Semiconductor-SP ADR Add +0.3% 0.20% +0.03
JPM JPMorgan Chase & Co. Add +2.9% 0.76% +0.03
INTU Intuit Inc. Add +1.8% 0.15% +0.02
IYW iShares Ustechnology ETF Add +0.0% 0.23% +0.01
GLD SPDR Gold Shares Add +11.3% 1.72% +0.01
VGT Vanguard Info Tech ETF Add +0.3% 0.14% +0.01
CX Cemex Sab-Spons ADR Part Cer Add +0.3% 0.04% +0.00
HL Hecla Mining Co. Add +0.1% 0.05% −0.00
NOK Nokia Corp.-Spon ADR Add +0.5% 0.03% −0.01
VEA Vanguard Ftse Developed ETF Add +0.8% 0.21% −0.01
VWO Vanguard Ftse Emerging Marke Add +0.3% 0.13% −0.01
NSC Norfolk Southern Corp. Add +0.6% 0.16% −0.01
JSTC Adasina Social Justice GLB Add +5.2% 0.70% −0.01
NUEM Nuveen ESG Emerging Markets Add +0.7% 0.56% −0.01
VTWO Vanguard Russell 2000 ETF Add +0.9% 0.26% −0.02
VTEI Vanguard Int Tax-Exempt Bond Add +0.8% 0.12% −0.02
ACN Accenture PLC Class A Add +3.4% 0.11% −0.02
IEI iShares 3-7 Year Treasury Bo Add +0.9% 0.15% −0.02
VFH Vanguard Financials ETF Add +0.2% 0.25% −0.02
SPY SS SPDR S&P 500 ETF Trust-US Add +3.1% 0.84% −0.02
IWM iShares Russell 2000 ETF Add +0.3% 0.37% −0.03
BLV Vanguard Long-Term Bond ETF Add +0.8% 0.20% −0.04
BGRN iShares Usd Green Bond ETF Add +0.2% 0.22% −0.04

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 752$274.7MSPY, GOVT, AAPL, VOO, NVDA
Q1 2026 745$231.7MSGOV, GOVT, VOO, NVDA, AAPL
Q4 2025 761$247.3MSGOV, VOO, AAPL, NVDA, NUBD
Q3 2025 758$219.9MSGOV, VOO, AAPL, NUBD, AMZN
Q2 2025 114$175.4MSGOV, VSGX, VOO, ESGV, EAGG
Q1 2025 98$149.8MSGOV, ESGV, EAGG, VOO, VSGX
Q4 2024 91$157.4MSGOV, AGG, IVV, VOO, IEFA
Q3 2024 82$139.3MSGOV, AGG, IVV, VOO, NUBD
Q1 2024Amended 0$0