Westfuller Advisors, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 30, 2025), Westfuller Advisors, LLC reported 758 stock positions worth $219.9 million. Its top holding was iShares 0-3 Month Treasury B (SGOV) at 4.2% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 3.8%) and Apple (AAPL, 3.6%). Compared with Q2 2025, it opened 645 new positions, sold out of 1, added to 73 and reduced 25. The biggest buy was iShares US Treasury Bond ETF (GOVT, shares +116%) and the biggest sale iShares 0-3 Month Treasury B (SGOV, shares −63%).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0002024115
Portfolio Value
$219.9M (Q3 2025)
SEC Filing
0002000324-25-004144 ↗ filed Oct 30, 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 Q2 2025 Q3 2025: $219.9M $219.9M Q3 2025 Q4 2025: $247.3M Q4 2025 Q1 2026: $231.7M Q1 2026 Q2 2026: $274.7M Q2 2026

Holdings 758 stocks · $219.9M
SGOV iShares 0-3 Month Treasury B 4.22% 92,256 $9.3M Reduce -62.6%
VOO Vanguard S&P 500 ETF 3.83% 13,735 $8.4M Reduce -6.2%
AAPL Apple Inc. 3.56% 30,745 $7.8M Add +46.5%
NUBD Nuveen ESG US Aggregate Bond 3.17% 310,870 $7.0M Add +1.0%
AMZN Amazon.com Inc. 3.13% 31,334 $6.9M Add +11.6%
GOVT iShares US Treasury Bond ETF 2.79% 265,313 $6.1M Add +115.8%
VSGX Vanguard ESG Intl Stock ETF 2.73% 86,464 $6.0M Reduce -32.2%
NVDA Nvidia Corp. 2.71% 31,955 $6.0M Add +33.8%
ESGV Vanguard ESG US Stock ETF 2.58% 47,850 $5.7M Reduce -37.0%
IEFA iShares Core MSCI Eafe ETF 2.05% 51,536 $4.5M Add +65.1%
GLD SPDR Gold Shares 1.76% 10,895 $3.9M Add +10.0%
EAGG iShares ESG Aware US Aggrega 1.75% 80,349 $3.9M Reduce -50.0%
CMF iShares California Muni Bond 1.68% 64,798 $3.7M Add +0.5%
MSFT Microsoft Corp. 1.62% 6,896 $3.6M Add +75.4%
WOMN Impact Shares Women's Empowe 1.60% 86,567 $3.5M Add +0.2%
CHGX Stance Sustainable Beta ETF 1.50% 120,660 $3.3M Reduce -7.2%
QQQ Invesco QQQ Trust Series 1 1.49% 5,440 $3.3M Add +3.0%
BSV Vanguard Short-Term Bond ETF 1.49% 41,424 $3.3M Add +6.4%
BIV Vanguard Intermediate-Term B 1.44% 40,611 $3.2M Reduce -2.8%
BRK.B Berkshire Hathaway Inc. Class B 1.41% 6,175 $3.1M Add +110.5%
GOOG Alphabet Inc. Class C 1.25% 11,252 $2.7M Add +124.5%
AGG iShares Core U.S. Aggregate 1.24% 27,131 $2.7M Add +287.5%
JSTC Adasina Social Justice GLB 1.23% 132,824 $2.7M Add +115.2%
AVGO Broadcom Inc. 1.14% 7,606 $2.5M Add +873.9%
GOOGL Alphabet Inc. Class A 1.13% 10,238 $2.5M Add +59.6%
IVV iShares Core S&P 500 ETF 1.10% 3,624 $2.4M Add +47.5%
DMXF iShares ESG Advanc MSCI Eafe 1.08% 31,330 $2.4M No change
DGRO iShares Core Dividend Growth 1.03% 33,332 $2.3M Add +0.6%
JPM JPMorgan Chase & Co. 0.97% 6,776 $2.1M Add +47.7%
VTI VG Morningstar TS MKT ETF-US 0.93% 6,228 $2.0M Add +0.1%
VMBS Vanguard Mortgage-Backed Sec 0.88% 41,327 $1.9M Reduce -11.3%
VXUS Vanguard Total Intl Stock 0.84% 25,275 $1.9M Add +0.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.82% 2,696 $1.8M Add +13.8%
LLY Eli Lilly & Co. 0.81% 2,323 $1.8M Add +46.0%
IGRO iShares Intl Div Growth ETF 0.80% 22,031 $1.8M Reduce -3.4%
JQUA JPMorgan US Quality Factor 0.74% 25,919 $1.6M Reduce -10.7%
NUSC Nuveen ESG Small-Cap ETF 0.73% 36,285 $1.6M Add +3.5%
GS Goldman Sachs Group Inc. 0.73% 2,009 $1.6M Add +79.4%
VYM Vanguard High DVD Yield ETF 0.69% 10,832 $1.5M Reduce -15.9%
XMHQ Invesco S&P Midcap Qual ETF 0.69% 14,427 $1.5M Add +26.1%
JNJ Johnson & Johnson 0.63% 7,440 $1.4M Add +107.8%
UNP Union Pacific Corp. 0.62% 5,814 $1.4M Add +64.5%
META Meta Platforms Inc. Class A 0.58% 1,729 $1.3M Add +75.5%
IAUM iShares Gold Trust Micro 0.57% 32,542 $1.3M Add +45.5%
NACP Impact Shares Naacp Minority 0.57% 26,150 $1.2M No change
LRCX Lam Research Corp. 0.56% 9,159 $1.2M Add +1.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.50% 9,528 $1.1M Add +56.0%
NUEM Nuveen ESG Emerging Markets 0.49% 30,494 $1.1M Add +2.3%
AXP American Express Co. 0.48% 3,188 $1.1M Add +136.5%
COST Costco Wholesale Corp. 0.48% 1,142 $1.1M Add +57.7%
SBUX Starbucks Corp. 0.47% 12,318 $1.0M Add +11.6%
BNDX Vanguard Total Intl Bond ETF 0.46% 20,559 $1.0M Add +2.2%
PANW Palo Alto Networks Inc. 0.46% 4,984 $1.0M New
SPIB SS SPDR P Int C Corp. ETF 0.46% 29,904 $1.0M Add +0.7%
VNQ Vanguard Real Estate ETF 0.45% 10,874 $994K Add +29.9%
SHV iShares 0-1 Year Treasury Bo 0.44% 8,755 $967K No change
VXF Vanguard Extended Market ETF 0.43% 4,473 $936K Reduce -19.6%
V Visa Inc. Class A 0.42% 2,706 $924K Add +36.7%
PEP Pepsico Inc. 0.40% 6,220 $874K Add +66.0%
VEU Vanguard Ftse All-World Ex-U 0.38% 11,627 $830K Reduce -18.6%
NYF iShares New York Muni Bond E 0.38% 15,497 $827K Add +12.7%
WMG Warner Music Group Corp. Class A 0.36% 22,980 $783K No change
IWM iShares Russell 2000 ETF 0.33% 2,999 $726K Add +0.3%
SUSB iShares ESG Aware 1-5 Year U 0.33% 28,623 $724K Add +0.8%
TIP iShares Tips Bond ETF 0.33% 6,428 $715K Reduce -2.0%
NULG Nuveen ESG LRG-Cap GRW ETF 0.32% 7,013 $697K No change
MA Mastercard Inc. Class A 0.31% 1,203 $684K New
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.30% 6,133 $668K New
TMO Thermo Fisher Scientific Inc. 0.30% 1,348 $654K Add +160.7%
ERET iShares Env Aware Re Estate 0.28% 22,310 $615K Add +186.3%
BIL SS SPDR BB 1-3M T-Bill ETF 0.28% 6,602 $606K Reduce -0.6%
VTWO Vanguard Russell 2000 ETF 0.27% 6,093 $596K Add +14.5%
TLT iShares 20+ Year Treasury BD 0.27% 6,634 $593K Add +1.5%
REGL Prshrs S&P Mid 400 DVD Arist 0.25% 6,366 $543K Add +1.0%
IWF iShares Russell 1000 Growth 0.25% 1,154 $541K New
VUG Vanguard Mrngstar GR ETF-Sui 0.24% 1,121 $538K Reduce -6.0%
CMCSA Comcast Corp. Class A 0.24% 17,088 $537K Add +29.2%
HD Home Depot Inc. 0.24% 1,298 $526K New
HON Honeywell International Inc. 0.23% 2,359 $497K New
VGIT Vanguard Intermediate-Term T 0.23% 8,260 $496K Reduce -0.1%
PYPL PayPal Holdings Inc. 0.22% 7,272 $488K Add +121.4%
NXPI NXP Semiconductors NV 0.21% 2,066 $473K New
SHY iShares 1-3 Year Treasury Bo 0.21% 5,694 $472K Reduce -3.3%
ZS Zscaler Inc. 0.21% 1,564 $469K New
NOW ServiceNow Inc. 0.21% 504 $464K New
IGV iShares Expanded Tech-Softwa 0.21% 4,030 $463K Reduce -7.5%
INTU Intuit Inc. 0.21% 671 $458K Add +97.9%
IYW iShares Ustechnology ETF 0.21% 2,328 $456K Add +0.0%
NFLX Netflix Inc. 0.20% 372 $446K New
VFH Vanguard Financials ETF 0.20% 3,380 $444K Reduce -0.7%
TSM Taiwan Semiconductor-SP ADR 0.20% 1,551 $434K Add +2.2%
ECL Ecolab Inc. 0.19% 1,535 $421K Add +69.2%
CB Chubb Ltd. 0.19% 1,480 $419K New
ADP Automatic Data Processing 0.19% 1,411 $416K Add +111.5%
ACN Accenture PLC Class A 0.19% 1,686 $416K Add +151.3%
CSCO Cisco Systems Inc. 0.18% 5,847 $400K Add +89.4%
VEA Vanguard Ftse Developed ETF 0.18% 6,615 $396K Add +0.5%
SNPS Synopsys Inc. 0.18% 801 $395K New
VIG Vanguard Dividend Apprec ETF 0.18% 1,822 $395K Reduce -11.4%
BN Brookfield Corp. 0.18% 5,762 $395K New

Show all 758 holdings

Lines left out (2) · $8 — a value with no share or principal amount
SecurityClassSharesValue
MUFG Mitsubishi Ufj Finl-Spon ADR SPONSORED ADS0$7
ING ING Groep N.V.-Sponsored ADR SPONSORED ADR0$1

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: $219.9M.

Portfolio Sells Q2 2025 → Q3 2025
SGOV iShares 0-3 Month Treasury B Reduce -62.6% 4.22% −9.95
EAGG iShares ESG Aware US Aggrega Reduce -50.0% 1.75% −2.60
ESGV Vanguard ESG US Stock ETF Reduce -37.0% 2.58% −2.17
VSGX Vanguard ESG Intl Stock ETF Reduce -32.2% 2.73% −2.04
ESML iShares ESG Aware MSCI USA S Sold out 0.00% −1.04
VOO Vanguard S&P 500 ETF Reduce -6.2% 3.83% −0.92
CHGX Stance Sustainable Beta ETF Reduce -7.2% 1.50% −0.43
BIV Vanguard Intermediate-Term B Reduce -2.8% 1.44% −0.40
VMBS Vanguard Mortgage-Backed Sec Reduce -11.3% 0.88% −0.35
VYM Vanguard High DVD Yield ETF Reduce -15.9% 0.69% −0.29
JQUA JPMorgan US Quality Factor Reduce -10.7% 0.74% −0.25
IGRO iShares Intl Div Growth ETF Reduce -3.4% 0.80% −0.23
VXF Vanguard Extended Market ETF Reduce -19.6% 0.43% −0.19
VEU Vanguard Ftse All-World Ex-U Reduce -18.6% 0.38% −0.17
TIP iShares Tips Bond ETF Reduce -2.0% 0.33% −0.09
BLV Vanguard Long-Term Bond ETF Reduce -27.2% 0.12% −0.08
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -0.6% 0.28% −0.07
SHY iShares 1-3 Year Treasury Bo Reduce -3.3% 0.21% −0.06
VIG Vanguard Dividend Apprec ETF Reduce -11.4% 0.18% −0.06
IGV iShares Expanded Tech-Softwa Reduce -7.5% 0.21% −0.06
VGIT Vanguard Intermediate-Term T Reduce -0.1% 0.23% −0.06
VUG Vanguard Mrngstar GR ETF-Sui Reduce -6.0% 0.24% −0.05
VTEB Vanguard Tax-Exempt Bond ETF Reduce -7.5% 0.15% −0.05
VFH Vanguard Financials ETF Reduce -0.7% 0.20% −0.05
PFF iShares Preferred & Income S Reduce -2.9% 0.17% −0.04
VHT Vanguard Health Care ETF Reduce -1.1% 0.12% −0.03

Portfolio Buys Q2 2025 → Q3 2025
GOVT iShares US Treasury Bond ETF Add +115.8% 2.79% +1.18
AAPL Apple Inc. Add +46.5% 3.56% +1.10
AVGO Broadcom Inc. Add +873.9% 1.14% +1.02
AGG iShares Core U.S. Aggregate Add +287.5% 1.24% +0.84
GOOG Alphabet Inc. Class C Add +124.5% 1.25% +0.74
BRK.B Berkshire Hathaway Inc. Class B Add +110.5% 1.41% +0.60
IEFA iShares Core MSCI Eafe ETF Add +65.1% 2.05% +0.56
NVDA Nvidia Corp. Add +33.8% 2.71% +0.56
JSTC Adasina Social Justice GLB Add +115.2% 1.23% +0.53
MSFT Microsoft Corp. Add +75.4% 1.62% +0.51
GOOGL Alphabet Inc. Class A Add +59.6% 1.13% +0.49
PANW Palo Alto Networks Inc. New 0.46% +0.46
JNJ Johnson & Johnson Add +107.8% 0.63% +0.32
MA Mastercard Inc. Class A New 0.31% +0.31
BNY Bank of New York Mellon Corp. New 0.30% +0.30
GS Goldman Sachs Group Inc. Add +79.4% 0.73% +0.28
IWF iShares Russell 1000 Growth New 0.25% +0.25
HD Home Depot Inc. New 0.24% +0.24
AXP American Express Co. Add +136.5% 0.48% +0.24
IVV iShares Core S&P 500 ETF Add +47.5% 1.10% +0.23
HON Honeywell International Inc. New 0.23% +0.23
NXPI NXP Semiconductors NV New 0.21% +0.21
JPM JPMorgan Chase & Co. Add +47.7% 0.97% +0.21
ZS Zscaler Inc. New 0.21% +0.21
NOW ServiceNow Inc. New 0.21% +0.21
NFLX Netflix Inc. New 0.20% +0.20
CB Chubb Ltd. New 0.19% +0.19
SNPS Synopsys Inc. New 0.18% +0.18
BN Brookfield Corp. New 0.18% +0.18
TMO Thermo Fisher Scientific Inc. Add +160.7% 0.30% +0.18
META Meta Platforms Inc. Class A Add +75.5% 0.58% +0.16
ABT Abbott Laboratories New 0.16% +0.16
ERET iShares Env Aware Re Estate Add +186.3% 0.28% +0.16
UNP Union Pacific Corp. Add +64.5% 0.62% +0.16
MRK Merck & Co. Inc. New 0.15% +0.15
IAUM iShares Gold Trust Micro Add +45.5% 0.57% +0.15
ETN Eaton Corp. PLC New 0.14% +0.14
ADBE Adobe Inc. New 0.14% +0.14
NKE Nike Inc. Class B New 0.14% +0.14
DHR Danaher Corp. New 0.13% +0.13
SYK Stryker Corp. New 0.13% +0.13
PLD Prologis Inc. New 0.12% +0.12
AMAT Applied Materials Inc. New 0.12% +0.12
AMT American Tower Corp. New 0.12% +0.12
AU Anglogold Ashanti PLC New 0.12% +0.12
STZ Constellation Brands Inc. Class A New 0.12% +0.12
ISRG Intuitive Surgical Inc. New 0.12% +0.12
PEP Pepsico Inc. Add +66.0% 0.40% +0.12
TPC Tutor Perini Corp. New 0.11% +0.11
TT Trane Technologies PLC New 0.11% +0.11

Notes & Other Activity Q2 2025 → Q3 2025
MUFG Mitsubishi Ufj Finl-Spon ADR SPONSORED ADS New 0 $7
ING ING Groep N.V.-Sponsored ADR SPONSORED ADR New 0 $1

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

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