Westfuller Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 28, 2026), Westfuller Advisors, LLC reported 745 stock positions worth $231.7 million. Its top holding was iShares 0-3 Month Treasury B (SGOV) at 10.4% of the portfolio, followed by iShares US Treasury Bond ETF (GOVT, 3.7%) and Vanguard S&P 500 ETF (VOO, 3.6%). Compared with Q4 2025, it opened 33 new positions, sold out of 43, added to 235 and reduced 310. The biggest buy was iShares US Treasury Bond ETF (GOVT, shares +36%) and the biggest sale Vanguard ESG US Stock ETF (ESGV, shares −46%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0002024115
- Portfolio Value
- $231.7M (Q1 2026)
- SEC Filing
- 0002000324-26-001734 ↗ filed Apr 28, 2026
Holdings Value
Holdings 745 stocks · $231.7M
| SGOV iShares 0-3 Month Treasury B | 10.39% | 239,063 | $24.1M | Reduce -4.6% |
| GOVT iShares US Treasury Bond ETF | 3.73% | 377,414 | $8.6M | Add +36.3% |
| VOO Vanguard S&P 500 ETF | 3.63% | 14,057 | $8.4M | Add +1.0% |
| NVDA Nvidia Corp. | 3.27% | 43,483 | $7.6M | Add +4.5% |
| AAPL Apple Inc. | 3.21% | 29,313 | $7.4M | Reduce -4.1% |
| NUBD Nuveen ESG US Aggregate Bond | 3.04% | 317,033 | $7.0M | Add +0.6% |
| IEFA iShares Core MSCI Eafe ETF | 2.54% | 64,948 | $5.9M | Add +5.9% |
| AMZN Amazon.com Inc. | 2.49% | 27,685 | $5.8M | Reduce -5.0% |
| AGG iShares Core U.S. Aggregate | 2.14% | 49,904 | $5.0M | Add +36.2% |
| VSGX Vanguard ESG Intl Stock ETF | 2.00% | 64,458 | $4.6M | Reduce -22.6% |
| GLD SPDR Gold Shares | 1.76% | 9,490 | $4.1M | Reduce -7.6% |
| CMF iShares California Muni Bond | 1.69% | 69,064 | $3.9M | Add +5.6% |
| WOMN Impact Shares Women's Empowe | 1.48% | 86,875 | $3.4M | Add +0.3% |
| IVV iShares Core S&P 500 ETF | 1.41% | 4,991 | $3.3M | Add +18.2% |
| CHGX Stance Sustainable Beta ETF | 1.29% | 111,747 | $3.0M | Add +2.5% |
| GOOGL Alphabet Inc. Class A | 1.27% | 10,257 | $2.9M | Add +0.1% |
| ESGV Vanguard ESG US Stock ETF | 1.25% | 25,860 | $2.9M | Reduce -46.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.25% | 6,051 | $2.9M | Add +0.0% |
| BIV Vanguard Intermediate-Term B | 1.20% | 36,016 | $2.8M | Reduce -3.7% |
| QQQ Invesco QQQ Trust Series 1 | 1.20% | 4,816 | $2.8M | Reduce -15.3% |
| BSV Vanguard Short-Term Bond ETF | 1.20% | 35,411 | $2.8M | Reduce -10.8% |
| JSTC Adasina Social Justice GLB | 1.17% | 139,067 | $2.7M | Add +3.9% |
| GOOG Alphabet Inc. Class C | 1.15% | 9,286 | $2.7M | Reduce -16.3% |
| DMXF iShares ESG Advanc MSCI Eafe | 1.05% | 32,379 | $2.4M | No change |
| AVGO Broadcom Inc. | 1.02% | 7,624 | $2.4M | Add +0.5% |
| EAGG iShares ESG Aware US Aggrega | 1.00% | 48,725 | $2.3M | Reduce -39.8% |
| JPM JPMorgan Chase & Co. | 0.98% | 7,747 | $2.3M | Add +12.1% |
| DGRO iShares Core Dividend Growth | 0.97% | 32,073 | $2.3M | Reduce -4.4% |
| MSFT Microsoft Corp. | 0.97% | 6,068 | $2.2M | Reduce -9.7% |
| VXUS Vanguard Total Intl Stock | 0.88% | 26,425 | $2.0M | Add +2.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.87% | 6,272 | $2.0M | Reduce -0.7% |
| NYF iShares New York Muni Bond E | 0.86% | 37,691 | $2.0M | Reduce -22.5% |
| LLY Eli Lilly & Co. | 0.86% | 2,163 | $2.0M | Reduce -5.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.85% | 3,007 | $2.0M | Add +10.2% |
| JNJ Johnson & Johnson | 0.78% | 7,434 | $1.8M | Reduce -0.1% |
| IGRO iShares Intl Div Growth ETF | 0.75% | 20,643 | $1.7M | Reduce -6.9% |
| GS Goldman Sachs Group Inc. | 0.72% | 1,969 | $1.7M | Reduce -2.0% |
| VYM Vanguard High DVD Yield ETF | 0.72% | 11,242 | $1.7M | Add +3.7% |
| NUSC Nuveen ESG Small-Cap ETF | 0.71% | 36,681 | $1.7M | Add +0.1% |
| IAUM iShares Gold Trust Micro | 0.71% | 35,165 | $1.6M | Add +61.5% |
| VMBS Vanguard Mortgage-Backed Sec | 0.68% | 33,581 | $1.6M | Reduce -10.5% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.66% | 14,802 | $1.5M | Reduce -3.3% |
| LRCX Lam Research Corp. | 0.63% | 6,844 | $1.5M | Add +5.7% |
| ERET iShares Env Aware Re Estate | 0.63% | 53,781 | $1.5M | Add +116.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.62% | 19,194 | $1.4M | Add +62.3% |
| JQUA JPMorgan US Quality Factor | 0.61% | 22,906 | $1.4M | Add +0.3% |
| VBIL Vanguard 0-3M T-Bill ETF | 0.59% | 18,063 | $1.4M | Reduce -58.0% |
| NACP Impact Shares Naacp Minority | 0.55% | 26,150 | $1.3M | No change |
| VXF Vanguard Extended Market ETF | 0.54% | 6,052 | $1.2M | Add +51.3% |
| UNP Union Pacific Corp. | 0.53% | 5,046 | $1.2M | Reduce -13.0% |
| NUEM Nuveen ESG Emerging Markets | 0.50% | 31,818 | $1.2M | Add +0.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.49% | 4,685 | $1.1M | Add +534.8% |
| BNDX Vanguard Total Intl Bond ETF | 0.47% | 22,588 | $1.1M | Add +8.4% |
| COST Costco Wholesale Corp. | 0.44% | 1,016 | $1.0M | Reduce -8.9% |
| SBUX Starbucks Corp. | 0.43% | 11,213 | $1.0M | Reduce -5.2% |
| META Meta Platforms Inc. Class A | 0.43% | 1,740 | $996K | Add +0.2% |
| PEP Pepsico Inc. | 0.41% | 6,168 | $958K | Reduce -0.7% |
| SPIB SS SPDR P Int C Corp. ETF | 0.41% | 28,210 | $946K | Add +10.2% |
| AXP American Express Co. | 0.41% | 3,108 | $940K | Add +0.5% |
| SUSB iShares ESG Aware 1-5 Year U | 0.40% | 37,199 | $932K | Add +28.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.39% | 9,287 | $895K | Reduce -1.3% |
| VNQ Vanguard Real Estate ETF | 0.37% | 9,582 | $850K | Add +8.8% |
| PANW Palo Alto Networks Inc. | 0.34% | 4,944 | $793K | Reduce -1.1% |
| IWM iShares Russell 2000 ETF | 0.32% | 3,015 | $748K | Add +0.2% |
| VTWO Vanguard Russell 2000 ETF | 0.30% | 7,019 | $703K | Add +15.1% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.30% | 5,783 | $686K | Add +0.3% |
| TMO Thermo Fisher Scientific Inc. | 0.28% | 1,341 | $660K | Reduce -1.0% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.28% | 7,019 | $638K | No change |
| IWF iShares Russell 1000 Growth | 0.27% | 1,453 | $620K | Add +0.1% |
| SPEM State Street SP PTF Em ETF | 0.26% | 12,718 | $597K | Add +134.8% |
| CVLC Calvert US L-C CR Resp Index | 0.26% | 7,450 | $596K | Add +0.2% |
| WMG Warner Music Group Corp. Class A | 0.25% | 22,980 | $587K | No change |
| HON Honeywell International Inc. | 0.25% | 2,536 | $573K | Add +14.7% |
| TLT iShares 20+ Year Treasury BD | 0.24% | 6,432 | $558K | Add +0.4% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.24% | 6,451 | $557K | Add +0.6% |
| MA Mastercard Inc. Class A | 0.24% | 1,090 | $545K | Reduce -2.4% |
| ED Consolidated Edison Inc. | 0.23% | 4,723 | $535K | Add +1611.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.23% | 5,700 | $522K | Reduce -25.7% |
| VEA Vanguard Ftse Developed ETF | 0.22% | 7,849 | $503K | Add +16.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.21% | 1,439 | $488K | Reduce -0.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.20% | 5,646 | $466K | Reduce -1.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.19% | 1,033 | $451K | Reduce -3.1% |
| V Visa Inc. Class A | 0.19% | 1,492 | $451K | Reduce -44.0% |
| VGIT Vanguard Intermediate-Term T | 0.19% | 7,567 | $451K | Add +1.6% |
| TIP iShares Tips Bond ETF | 0.19% | 4,056 | $448K | Reduce -33.5% |
| HD Home Depot Inc. | 0.19% | 1,360 | $447K | Add +2.6% |
| CSCO Cisco Systems Inc. | 0.19% | 5,758 | $447K | Reduce -2.8% |
| CMCSA Comcast Corp. Class A | 0.19% | 15,191 | $436K | Reduce -1.0% |
| IYW iShares Ustechnology ETF | 0.18% | 2,330 | $423K | Add +0.0% |
| EFA iShares MSCI Eafe ETF | 0.18% | 4,246 | $412K | Add +55.0% |
| MRK Merck & Co. Inc. | 0.16% | 3,061 | $371K | Add +1.8% |
| VIG Vanguard Dividend Apprec ETF | 0.16% | 1,706 | $367K | Reduce -8.0% |
| EFG iShares MSCI Eafe Growth ETF | 0.16% | 3,292 | $367K | No change |
| AMAT Applied Materials Inc. | 0.16% | 1,067 | $365K | Reduce -15.4% |
| NXPI NXP Semiconductors NV | 0.16% | 1,816 | $359K | Reduce -2.2% |
| VFH Vanguard Financials ETF | 0.15% | 2,934 | $355K | Reduce -8.7% |
| AU Anglogold Ashanti PLC | 0.15% | 3,632 | $354K | Reduce -1.8% |
| NSC Norfolk Southern Corp. | 0.15% | 1,227 | $352K | Add +1.8% |
| BN Brookfield Corp. | 0.15% | 8,641 | $350K | No change |
| CB Chubb Ltd. | 0.15% | 1,061 | $347K | Reduce -29.6% |
Lines left out (11) · $86 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| BX Blackstone Inc. | COM | 0 | $34 |
| MTCH Match Group Inc. | COM | 0 | $13 |
| BR Broadridge Financial Solutio | COM | 0 | $9 |
| J Jacobs Solutions Inc. | COM | 0 | $7 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | SPONSORED ADS | 0 | $7 |
| SWKS Skyworks Solutions Inc. | COM | 0 | $5 |
| BKLN Invesco Senior Loan ETF | SR LN ETF | 0 | $4 |
| BALL Ball Corp. | COM | 0 | $2 |
| 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: $231.7M.
Portfolio Sells Q4 2025 → Q1 2026
| ESGV Vanguard ESG US Stock ETF | Reduce -46.1% | 1.25% | −1.10 |
| VBIL Vanguard 0-3M T-Bill ETF | Reduce -58.0% | 0.59% | −0.72 |
| EAGG iShares ESG Aware US Aggrega | Reduce -39.8% | 1.00% | −0.57 |
| VSGX Vanguard ESG Intl Stock ETF | Reduce -22.6% | 2.00% | −0.42 |
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −0.39 |
| MSFT Microsoft Corp. | Reduce -9.7% | 0.97% | −0.34 |
| GOOG Alphabet Inc. Class C | Reduce -16.3% | 1.15% | −0.26 |
| AMZN Amazon.com Inc. | Reduce -5.0% | 2.49% | −0.23 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -15.3% | 1.20% | −0.21 |
| NYF iShares New York Muni Bond E | Reduce -22.5% | 0.86% | −0.19 |
| V Visa Inc. Class A | Reduce -44.0% | 0.19% | −0.18 |
| IEF iShares 7-10 Year Treasury B | Sold out | 0.00% | −0.15 |
| AAPL Apple Inc. | Reduce -4.1% | 3.21% | −0.15 |
| LLY Eli Lilly & Co. | Reduce -5.4% | 0.86% | −0.14 |
| IEI iShares 3-7 Year Treasury Bo | Sold out | 0.00% | −0.11 |
| BGRN iShares Usd Green Bond ETF | Reduce -70.0% | 0.05% | −0.11 |
| ZS Zscaler Inc. | Reduce -54.0% | 0.04% | −0.10 |
| ABBV Abbvie Inc. | Reduce -63.2% | 0.05% | −0.09 |
| ADP Automatic Data Processing | Reduce -49.0% | 0.06% | −0.08 |
| NVS Novartis AG-Sponsored ADR | Reduce -90.4% | 0.01% | −0.08 |
| TJX TJX Companies Inc. | Reduce -55.3% | 0.08% | −0.08 |
| MELI MercadoLibre Inc. | Reduce -73.3% | 0.03% | −0.08 |
| ADI Analog Devices Inc. | Reduce -83.5% | 0.02% | −0.08 |
| NOW ServiceNow Inc. | Reduce -31.2% | 0.08% | −0.08 |
| TIP iShares Tips Bond ETF | Reduce -33.5% | 0.19% | −0.08 |
| DHR Danaher Corp. | Reduce -56.9% | 0.04% | −0.07 |
| ECL Ecolab Inc. | Reduce -47.5% | 0.09% | −0.07 |
| BSV Vanguard Short-Term Bond ETF | Reduce -10.8% | 1.20% | −0.07 |
| EMR Emerson Electric Co. | Reduce -86.6% | 0.01% | −0.07 |
| AZN Astrazeneca PLC | Reduce -84.1% | 0.01% | −0.06 |
| LIN Linde PLC | Reduce -96.6% | 0.00% | −0.06 |
| IGV iShares Expanded Tech-Softwa | Reduce -19.9% | 0.11% | −0.06 |
| IONQ Ionq Inc. | Reduce -48.4% | 0.03% | −0.06 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -25.7% | 0.23% | −0.06 |
| UL Unilever PLC-Sponsored ADR | Sold out | 0.00% | −0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -52.9% | 0.04% | −0.06 |
| HDB HDFC Bank Ltd.-ADR | Sold out | 0.00% | −0.05 |
| AON Aon PLC Class A | Reduce -89.6% | 0.01% | −0.05 |
| XLY SS Consumer Disc Select Sect | Reduce -58.8% | 0.03% | −0.05 |
| DIS The Walt Disney Co. | Reduce -1.3% | 0.39% | −0.05 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -80.3% | 0.02% | −0.05 |
| EXPD Expeditors Intl Wash Inc. | Sold out | 0.00% | −0.05 |
| DLR Digital Realty Trust Inc. | Reduce -91.8% | 0.01% | −0.05 |
| FIVE Five Below | Sold out | 0.00% | −0.04 |
| IYC iShares US Consumer Discreti | Sold out | 0.00% | −0.04 |
| CB Chubb Ltd. | Reduce -29.6% | 0.15% | −0.04 |
| QBTS D-Wave Quantum Inc. | Reduce -74.0% | 0.01% | −0.04 |
| TRU Transunion | Sold out | 0.00% | −0.04 |
| ABT Abbott Laboratories | Reduce -34.0% | 0.05% | −0.04 |
| KR Kroger Co. | Sold out | 0.00% | −0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| GOVT iShares US Treasury Bond ETF | Add +36.3% | 3.73% | +1.15 |
| AGG iShares Core U.S. Aggregate | Add +36.2% | 2.14% | +0.66 |
| IBM Intl Business Machines Corp. | Add +534.8% | 0.49% | +0.40 |
| ERET iShares Env Aware Re Estate | Add +116.2% | 0.63% | +0.36 |
| IAUM iShares Gold Trust Micro | Add +61.5% | 0.71% | +0.33 |
| IEFA iShares Core MSCI Eafe ETF | Add +5.9% | 2.54% | +0.32 |
| VEU Vanguard Ftse All-World Ex-U | Add +62.3% | 0.62% | +0.27 |
| IVV iShares Core S&P 500 ETF | Add +18.2% | 1.41% | +0.24 |
| ED Consolidated Edison Inc. | Add +1611.2% | 0.23% | +0.22 |
| VXF Vanguard Extended Market ETF | Add +51.3% | 0.54% | +0.20 |
| NUBD Nuveen ESG US Aggregate Bond | Add +0.6% | 3.04% | +0.19 |
| LRCX Lam Research Corp. | Add +5.7% | 0.63% | +0.18 |
| CMF iShares California Muni Bond | Add +5.6% | 1.69% | +0.17 |
| SPEM State Street SP PTF Em ETF | Add +134.8% | 0.26% | +0.15 |
| NVDA Nvidia Corp. | Add +4.5% | 3.27% | +0.13 |
| T AT&T Inc. | Add +1253.2% | 0.12% | +0.11 |
| SUSB iShares ESG Aware 1-5 Year U | Add +28.5% | 0.40% | +0.11 |
| VOO Vanguard S&P 500 ETF | Add +1.0% | 3.63% | +0.09 |
| CHGX Stance Sustainable Beta ETF | Add +2.5% | 1.29% | +0.09 |
| VXUS Vanguard Total Intl Stock | Add +2.7% | 0.88% | +0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +10.2% | 0.85% | +0.09 |
| VYM Vanguard High DVD Yield ETF | Add +3.7% | 0.72% | +0.09 |
| JPM JPMorgan Chase & Co. | Add +12.1% | 0.98% | +0.08 |
| HON Honeywell International Inc. | Add +14.7% | 0.25% | +0.07 |
| JSTC Adasina Social Justice GLB | Add +3.9% | 1.17% | +0.07 |
| EFA iShares MSCI Eafe ETF | Add +55.0% | 0.18% | +0.07 |
| BNDX Vanguard Total Intl Bond ETF | Add +8.4% | 0.47% | +0.06 |
| SPIB SS SPDR P Int C Corp. ETF | Add +10.2% | 0.41% | +0.06 |
| VTWO Vanguard Russell 2000 ETF | Add +15.1% | 0.30% | +0.06 |
| ETHO Amplify Etho Climate Leaders | New | 0.06% | +0.06 |
| VNQ Vanguard Real Estate ETF | Add +8.8% | 0.37% | +0.05 |
| NUSC Nuveen ESG Small-Cap ETF | Add +0.1% | 0.71% | +0.05 |
| EQIX Equinix Inc. | Add +323.5% | 0.06% | +0.05 |
| NUEM Nuveen ESG Emerging Markets | Add +0.7% | 0.50% | +0.05 |
| WDC Western Digital Corp. | Add +125.5% | 0.07% | +0.05 |
| VEA Vanguard Ftse Developed ETF | Add +16.7% | 0.22% | +0.05 |
| GEV GE Vernova Inc. | Add +201.9% | 0.06% | +0.05 |
| VZ Verizon Communications Inc. | Add +86.8% | 0.07% | +0.04 |
| CVX Chevron Corp. | Add +40.7% | 0.07% | +0.03 |
| LYB Lyondellbasell Indu Class A | Add +1.0% | 0.07% | +0.03 |
| ALAB Astera Labs Inc. | New | 0.03% | +0.03 |
| MRK Merck & Co. Inc. | Add +1.8% | 0.16% | +0.03 |
| WOMN Impact Shares Women's Empowe | Add +0.3% | 1.48% | +0.03 |
| NXT Nextpower Inc. | New | 0.03% | +0.03 |
| PBR Petroleo Brasileiro-Spon ADR | Add +0.1% | 0.06% | +0.03 |
| BNY Bank of New York Mellon Corp. | Add +0.3% | 0.30% | +0.03 |
| VGSR Vert GLB Sust Re ETF | New | 0.02% | +0.02 |
| DECK Deckers Outdoor Corp. | Add +28000.0% | 0.02% | +0.02 |
| CAH Cardinal Health Inc. | Add +25.8% | 0.09% | +0.02 |
| SNDK Sandisk Corp. | Add +3.2% | 0.04% | +0.02 |
Notes & Other Activity Q4 2025 → Q1 2026
| BX Blackstone Inc. | COM | Reduce -100.0% | 0 | $34 |
| MTCH Match Group Inc. | COM | Reduce -100.0% | 0 | $13 |
| BR Broadridge Financial Solutio | COM | Reduce -100.0% | 0 | $9 |
| J Jacobs Solutions Inc. | COM | Reduce -100.0% | 0 | $7 |
| SWKS Skyworks Solutions Inc. | COM | Reduce -100.0% | 0 | $5 |
| BKLN Invesco Senior Loan ETF | SR LN ETF | Reduce -100.0% | 0 | $4 |
| BALL Ball Corp. | COM | Reduce -100.0% | 0 | $2 |
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 |