Westfuller Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 21, 2026), Westfuller Advisors, LLC reported 761 stock positions worth $247.3 million. Its top holding was iShares 0-3 Month Treasury B (SGOV) at 10.2% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 3.5%) and Apple (AAPL, 3.4%). Compared with Q3 2025, it opened 64 new positions, sold out of 62, added to 274 and reduced 195. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +172%) and the biggest sale Amazon.com (AMZN, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0002024115
- Portfolio Value
- $247.3M (Q4 2025)
- SEC Filing
- 0002000324-26-000134 ↗ filed Jan 21, 2026
Holdings Value
Holdings 761 stocks · $247.3M
| SGOV iShares 0-3 Month Treasury B | 10.18% | 250,651 | $25.2M | Add +171.7% |
| VOO Vanguard S&P 500 ETF | 3.53% | 13,920 | $8.7M | Add +1.4% |
| AAPL Apple Inc. | 3.36% | 30,560 | $8.3M | Reduce -0.6% |
| NVDA Nvidia Corp. | 3.14% | 41,615 | $7.8M | Add +30.2% |
| NUBD Nuveen ESG US Aggregate Bond | 2.85% | 315,007 | $7.0M | Add +1.3% |
| AMZN Amazon.com Inc. | 2.72% | 29,152 | $6.7M | Reduce -7.0% |
| GOVT iShares US Treasury Bond ETF | 2.58% | 276,831 | $6.4M | Add +4.3% |
| VSGX Vanguard ESG Intl Stock ETF | 2.41% | 83,250 | $6.0M | Reduce -3.7% |
| ESGV Vanguard ESG US Stock ETF | 2.35% | 48,023 | $5.8M | Add +0.4% |
| IEFA iShares Core MSCI Eafe ETF | 2.22% | 61,334 | $5.5M | Add +19.0% |
| GLD SPDR Gold Shares | 1.65% | 10,269 | $4.1M | Reduce -5.8% |
| EAGG iShares ESG Aware US Aggrega | 1.57% | 80,914 | $3.9M | Add +0.7% |
| CMF iShares California Muni Bond | 1.52% | 65,421 | $3.8M | Add +1.0% |
| AGG iShares Core U.S. Aggregate | 1.48% | 36,632 | $3.7M | Add +35.0% |
| WOMN Impact Shares Women's Empowe | 1.45% | 86,602 | $3.6M | Add +0.0% |
| QQQ Invesco QQQ Trust Series 1 | 1.41% | 5,685 | $3.5M | Add +4.5% |
| GOOG Alphabet Inc. Class C | 1.41% | 11,094 | $3.5M | Reduce -1.4% |
| MSFT Microsoft Corp. | 1.31% | 6,716 | $3.2M | Reduce -2.6% |
| VBIL Vanguard 0-3M T-Bill ETF | 1.31% | 42,962 | $3.2M | New |
| GOOGL Alphabet Inc. Class A | 1.30% | 10,245 | $3.2M | Add +0.1% |
| BSV Vanguard Short-Term Bond ETF | 1.27% | 39,705 | $3.1M | Reduce -4.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.23% | 6,050 | $3.0M | Reduce -2.0% |
| CHGX Stance Sustainable Beta ETF | 1.20% | 109,052 | $3.0M | Reduce -9.6% |
| BIV Vanguard Intermediate-Term B | 1.18% | 37,392 | $2.9M | Reduce -7.9% |
| IVV iShares Core S&P 500 ETF | 1.17% | 4,222 | $2.9M | Add +16.5% |
| JSTC Adasina Social Justice GLB | 1.10% | 133,815 | $2.7M | Add +0.8% |
| AVGO Broadcom Inc. | 1.06% | 7,588 | $2.6M | Reduce -0.2% |
| NYF iShares New York Muni Bond E | 1.05% | 48,655 | $2.6M | Add +214.0% |
| LLY Eli Lilly & Co. | 0.99% | 2,287 | $2.5M | Reduce -1.6% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.98% | 32,379 | $2.4M | Add +3.4% |
| DGRO iShares Core Dividend Growth | 0.94% | 33,547 | $2.3M | Add +0.7% |
| JPM JPMorgan Chase & Co. | 0.90% | 6,910 | $2.2M | Add +2.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.86% | 6,319 | $2.1M | Add +1.5% |
| VXUS Vanguard Total Intl Stock | 0.79% | 25,734 | $1.9M | Add +1.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.75% | 2,728 | $1.9M | Add +1.2% |
| IGRO iShares Intl Div Growth ETF | 0.74% | 22,165 | $1.8M | Add +0.6% |
| VMBS Vanguard Mortgage-Backed Sec | 0.71% | 37,526 | $1.8M | Reduce -9.2% |
| GS Goldman Sachs Group Inc. | 0.71% | 2,009 | $1.8M | No change |
| NUSC Nuveen ESG Small-Cap ETF | 0.66% | 36,656 | $1.6M | Add +1.0% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.63% | 15,309 | $1.6M | Add +6.1% |
| VYM Vanguard High DVD Yield ETF | 0.63% | 10,843 | $1.6M | Add +0.1% |
| JNJ Johnson & Johnson | 0.62% | 7,443 | $1.5M | Add +0.0% |
| JQUA JPMorgan US Quality Factor | 0.58% | 22,841 | $1.4M | Reduce -11.9% |
| UNP Union Pacific Corp. | 0.54% | 5,801 | $1.3M | Reduce -0.2% |
| NACP Impact Shares Naacp Minority | 0.52% | 26,150 | $1.3M | No change |
| META Meta Platforms Inc. Class A | 0.46% | 1,736 | $1.1M | Add +0.4% |
| AXP American Express Co. | 0.46% | 3,094 | $1.1M | Reduce -3.0% |
| NUEM Nuveen ESG Emerging Markets | 0.45% | 31,589 | $1.1M | Add +3.6% |
| LRCX Lam Research Corp. | 0.45% | 6,475 | $1.1M | Reduce -29.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.44% | 9,405 | $1.1M | Reduce -1.3% |
| BNDX Vanguard Total Intl Bond ETF | 0.41% | 20,833 | $1.0M | Add +1.3% |
| SBUX Starbucks Corp. | 0.40% | 11,829 | $996K | Reduce -4.0% |
| SHV iShares 0-1 Year Treasury Bo | 0.39% | 8,755 | $964K | No change |
| COST Costco Wholesale Corp. | 0.39% | 1,115 | $962K | Reduce -2.4% |
| IAUM iShares Gold Trust Micro | 0.38% | 21,771 | $936K | Reduce -33.1% |
| V Visa Inc. Class A | 0.38% | 2,664 | $934K | Reduce -1.6% |
| PANW Palo Alto Networks Inc. | 0.37% | 5,000 | $921K | Add +0.3% |
| PEP Pepsico Inc. | 0.36% | 6,211 | $900K | Reduce -0.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.35% | 11,827 | $870K | Add +1.7% |
| SPIB SS SPDR P Int C Corp. ETF | 0.35% | 25,603 | $866K | Reduce -14.4% |
| VXF Vanguard Extended Market ETF | 0.34% | 4,001 | $837K | Reduce -10.6% |
| TMO Thermo Fisher Scientific Inc. | 0.32% | 1,355 | $786K | Add +0.5% |
| VNQ Vanguard Real Estate ETF | 0.32% | 8,803 | $779K | Reduce -19.1% |
| IWM iShares Russell 2000 ETF | 0.30% | 3,009 | $741K | Add +0.3% |
| SUSB iShares ESG Aware 1-5 Year U | 0.30% | 28,957 | $731K | Add +1.2% |
| WMG Warner Music Group Corp. Class A | 0.28% | 22,980 | $705K | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.28% | 7,670 | $701K | Add +16.2% |
| IWF iShares Russell 1000 Growth | 0.28% | 1,452 | $687K | Add +25.8% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.28% | 7,019 | $686K | Add +0.1% |
| TIP iShares Tips Bond ETF | 0.27% | 6,095 | $670K | Reduce -5.2% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.27% | 5,763 | $669K | Reduce -6.0% |
| ERET iShares Env Aware Re Estate | 0.27% | 24,871 | $664K | Add +11.5% |
| MA Mastercard Inc. Class A | 0.26% | 1,117 | $638K | Reduce -7.2% |
| CVLC Calvert US L-C CR Resp Index | 0.25% | 7,435 | $626K | New |
| VTWO Vanguard Russell 2000 ETF | 0.25% | 6,100 | $607K | Add +0.1% |
| TLT iShares 20+ Year Treasury BD | 0.23% | 6,406 | $558K | Reduce -3.4% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.22% | 6,412 | $540K | Add +0.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.21% | 1,066 | $520K | Reduce -4.9% |
| SHY iShares 1-3 Year Treasury Bo | 0.19% | 5,702 | $472K | Add +0.1% |
| CB Chubb Ltd. | 0.19% | 1,506 | $472K | Add +1.8% |
| IYW iShares Ustechnology ETF | 0.19% | 2,329 | $465K | Add +0.0% |
| CMCSA Comcast Corp. Class A | 0.19% | 15,339 | $458K | Reduce -10.2% |
| CSCO Cisco Systems Inc. | 0.18% | 5,925 | $456K | Add +1.3% |
| HD Home Depot Inc. | 0.18% | 1,325 | $456K | Add +2.1% |
| VGIT Vanguard Intermediate-Term T | 0.18% | 7,450 | $446K | Reduce -9.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.18% | 1,440 | $439K | Reduce -7.2% |
| HON Honeywell International Inc. | 0.17% | 2,212 | $432K | Reduce -6.2% |
| VFH Vanguard Financials ETF | 0.17% | 3,213 | $429K | Reduce -4.9% |
| IGV iShares Expanded Tech-Softwa | 0.17% | 4,030 | $426K | No change |
| VEA Vanguard Ftse Developed ETF | 0.17% | 6,726 | $420K | Add +1.7% |
| VIG Vanguard Dividend Apprec ETF | 0.16% | 1,854 | $408K | Add +1.8% |
| NXPI NXP Semiconductors NV | 0.16% | 1,856 | $405K | Reduce -10.2% |
| BN Brookfield Corp. | 0.16% | 8,641 | $397K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.16% | 2,559 | $393K | Add +6.8% |
| ECL Ecolab Inc. | 0.16% | 1,489 | $392K | Reduce -3.0% |
| BGRN iShares Usd Green Bond ETF | 0.16% | 8,137 | $390K | Add +0.3% |
| NOW ServiceNow Inc. | 0.16% | 2,543 | $390K | Add +0.9% |
| INTU Intuit Inc. | 0.15% | 578 | $383K | Reduce -13.9% |
| IEF iShares 7-10 Year Treasury B | 0.15% | 3,959 | $381K | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.15% | 3,292 | $375K | No change |
Lines left out (4) · $12 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| MUFG Mitsubishi Ufj Finl-Spon ADR | SPONSORED ADS | 0 | $7 |
| LII Lennox International Inc. | COM | 0 | $2 |
| ALLE Allegion PLC | ORD SHS | 0 | $2 |
| ING ING Groep N.V.-Sponsored ADR | SPONSORED ADR | 0 | $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: $247.3M.
Portfolio Sells Q3 2025 → Q4 2025
| AMZN Amazon.com Inc. | Reduce -7.0% | 2.72% | −0.41 |
| VSGX Vanguard ESG Intl Stock ETF | Reduce -3.7% | 2.41% | −0.32 |
| MSFT Microsoft Corp. | Reduce -2.6% | 1.31% | −0.31 |
| CHGX Stance Sustainable Beta ETF | Reduce -9.6% | 1.20% | −0.30 |
| BIV Vanguard Intermediate-Term B | Reduce -7.9% | 1.18% | −0.26 |
| BSV Vanguard Short-Term Bond ETF | Reduce -4.2% | 1.27% | −0.22 |
| AAPL Apple Inc. | Reduce -0.6% | 3.36% | −0.20 |
| IAUM iShares Gold Trust Micro | Reduce -33.1% | 0.38% | −0.19 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.0% | 1.23% | −0.18 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -9.2% | 0.71% | −0.17 |
| JQUA JPMorgan US Quality Factor | Reduce -11.9% | 0.58% | −0.16 |
| VNQ Vanguard Real Estate ETF | Reduce -19.1% | 0.32% | −0.14 |
| SNPS Synopsys Inc. | Reduce -62.0% | 0.06% | −0.12 |
| GLD SPDR Gold Shares | Reduce -5.8% | 1.65% | −0.11 |
| STZ Constellation Brands Inc. Class A | Reduce -96.8% | 0.00% | −0.11 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -14.4% | 0.35% | −0.11 |
| LRCX Lam Research Corp. | Reduce -29.3% | 0.45% | −0.11 |
| NKE Nike Inc. Class B | Reduce -69.5% | 0.04% | −0.11 |
| ROP Roper Technologies Inc. | Reduce -97.2% | 0.00% | −0.10 |
| COST Costco Wholesale Corp. | Reduce -2.4% | 0.39% | −0.09 |
| VXF Vanguard Extended Market ETF | Reduce -10.6% | 0.34% | −0.09 |
| UNP Union Pacific Corp. | Reduce -0.2% | 0.54% | −0.08 |
| ADBE Adobe Inc. | Reduce -50.1% | 0.06% | −0.08 |
| AVGO Broadcom Inc. | Reduce -0.2% | 1.06% | −0.08 |
| PYPL PayPal Holdings Inc. | Reduce -12.3% | 0.15% | −0.07 |
| SBUX Starbucks Corp. | Reduce -4.0% | 0.40% | −0.07 |
| ABT Abbott Laboratories | Reduce -30.4% | 0.09% | −0.07 |
| ACN Accenture PLC Class A | Reduce -33.7% | 0.12% | −0.07 |
| MDLZ Mondelez International Inc. Class A | Reduce -55.8% | 0.03% | −0.07 |
| NFLX Netflix Inc. | Reduce -0.5% | 0.14% | −0.06 |
| DIS The Walt Disney Co. | Reduce -1.3% | 0.44% | −0.06 |
| CMCSA Comcast Corp. Class A | Reduce -10.2% | 0.19% | −0.06 |
| AMT American Tower Corp. | Reduce -37.0% | 0.06% | −0.06 |
| SO The Southern Co. | Reduce -42.4% | 0.05% | −0.05 |
| TIP iShares Tips Bond ETF | Reduce -5.2% | 0.27% | −0.05 |
| INTU Intuit Inc. | Reduce -13.9% | 0.15% | −0.05 |
| MA Mastercard Inc. Class A | Reduce -7.2% | 0.26% | −0.05 |
| HON Honeywell International Inc. | Reduce -6.2% | 0.17% | −0.05 |
| NXPI NXP Semiconductors NV | Reduce -10.2% | 0.16% | −0.05 |
| JOBY Joby Aviation Inc. | Sold out | 0.00% | −0.05 |
| WSM Williams-Sonoma Inc. | Sold out | 0.00% | −0.05 |
| ADP Automatic Data Processing | Reduce -2.8% | 0.14% | −0.05 |
| VGIT Vanguard Intermediate-Term T | Reduce -9.8% | 0.18% | −0.04 |
| TT Trane Technologies PLC | Reduce -27.2% | 0.07% | −0.04 |
| TLT iShares 20+ Year Treasury BD | Reduce -3.4% | 0.23% | −0.04 |
| V Visa Inc. Class A | Reduce -1.6% | 0.38% | −0.04 |
| PFF iShares Preferred & Income S | Reduce -12.6% | 0.13% | −0.04 |
| NEE Nextera Energy Inc. | Reduce -37.6% | 0.06% | −0.04 |
| CVLT Commvault Systems Inc. | Sold out | 0.00% | −0.04 |
| VMC Vulcan Materials Co. | Reduce -37.9% | 0.04% | −0.04 |
Portfolio Buys Q3 2025 → Q4 2025
| SGOV iShares 0-3 Month Treasury B | Add +171.7% | 10.18% | +5.95 |
| VBIL Vanguard 0-3M T-Bill ETF | New | 1.31% | +1.31 |
| NYF iShares New York Muni Bond E | Add +214.0% | 1.05% | +0.68 |
| NVDA Nvidia Corp. | Add +30.2% | 3.14% | +0.43 |
| CVLC Calvert US L-C CR Resp Index | New | 0.25% | +0.25 |
| AGG iShares Core U.S. Aggregate | Add +35.0% | 1.48% | +0.24 |
| IEFA iShares Core MSCI Eafe ETF | Add +19.0% | 2.22% | +0.17 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 1.30% | +0.17 |
| IONQ Ionq Inc. | Add +4181.2% | 0.09% | +0.09 |
| USRT iShares Core US REIT ETF | New | 0.08% | +0.08 |
| IVV iShares Core S&P 500 ETF | Add +16.5% | 1.17% | +0.07 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +799.4% | 0.07% | +0.06 |
| DNOW Dnow Inc. | New | 0.05% | +0.05 |
| QBTS D-Wave Quantum Inc. | New | 0.05% | +0.05 |
| TSLA Tesla Inc. | Add +192.6% | 0.07% | +0.04 |
| FIVE Five Below | New | 0.04% | +0.04 |
| BE Bloom Energy Corp. Class A | New | 0.04% | +0.04 |
| ABBV Abbvie Inc. | Add +64.5% | 0.14% | +0.04 |
| EFA iShares MSCI Eafe ETF | Add +65.2% | 0.11% | +0.04 |
| HUBS HubSpot Inc. | New | 0.04% | +0.04 |
| PLTR Palantir Technologies Inc. Class A | New | 0.03% | +0.03 |
| SPEM State Street SP PTF Em ETF | Add +64.7% | 0.10% | +0.03 |
| IWF iShares Russell 1000 Growth | Add +25.8% | 0.28% | +0.03 |
| APP AppLovin Corp. Class A | New | 0.03% | +0.03 |
| ANET Arista Networks Inc. | Add +2800.0% | 0.03% | +0.03 |
| USHY iShares Broad Usd High Yield | Add +297.5% | 0.04% | +0.03 |
| NIO Nio Inc. - ADR | New | 0.02% | +0.02 |
| KSS Kohls Corp. | New | 0.02% | +0.02 |
| TMO Thermo Fisher Scientific Inc. | Add +0.5% | 0.32% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +2.8% | 0.14% | +0.02 |
| JHG Janus Henderson Group PLC | Add +38.8% | 0.06% | +0.01 |
| GWW WW Grainger Inc. | Add +34.4% | 0.07% | +0.01 |
| L Loews Corp. | New | 0.01% | +0.01 |
| COF Capital One Financial Corp. | Add +661.1% | 0.01% | +0.01 |
| ED Consolidated Edison Inc. | New | 0.01% | +0.01 |
| CAG Conagra Brands Inc. | New | 0.01% | +0.01 |
| TEL Te Connectivity PLC | Add +120.2% | 0.02% | +0.01 |
| RKLB Rocket Lab Corp. | New | 0.01% | +0.01 |
| RGTI Rigetti Computing Inc. | New | 0.01% | +0.01 |
| REGN Regeneron Pharmaceuticals | New | 0.01% | +0.01 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +16.2% | 0.28% | +0.01 |
| BX Blackstone Inc. | New | 0.01% | +0.01 |
| SNDK Sandisk Corp. | Add +51.8% | 0.01% | +0.01 |
| ITW Illinois Tool Works | New | 0.01% | +0.01 |
| CIFR Cipher Digital Inc. | New | 0.01% | +0.01 |
| TE T1 Energy Inc. | Add +193.8% | 0.01% | +0.01 |
| WAB Wabtec Corp. | Add +83.2% | 0.02% | +0.01 |
| GLW Corning Inc. | Add +35.9% | 0.03% | +0.01 |
| BBY Best Buy Co. Inc. | Add +54.1% | 0.04% | +0.01 |
| ALB Albemarle Corp. | Add +77.7% | 0.01% | +0.01 |
Notes & Other Activity Q3 2025 → Q4 2025
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |