Westfuller Advisors, LLC Portfolio Holdings

Westfuller Advisors, LLC

  • $175 Billion
  • Q2 2025

Westfuller Advisors, LLC has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $175 Billion distributed in 114 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Trishares 0 3 Mnth Tre with a value of $24.9B, Vanguard Index Fds S&P 500 ETF with a value of $8.35B, Vanguard World Fd Esg Intl Stk with a value of $8.35B, Vanguard World Fd Esg U.S. Sto with a value of $8.33B, and Ishares Esg Aware U.S. Aggrega with a value of $7.63B.

Examining the 13F form we can see an increase of $25.6B in the current position value, from $150B to 175B.

Westfuller Advisors, LLC is based out at New York, NY

Below you can find more details about Westfuller Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $175 Billion
ETFs: $133 Billion
Technology: $12.6 Billion
Consumer Cyclical: $7.73 Billion
Financial Services: $4.92 Billion
Communication Services: $4.61 Billion
Healthcare: $2 Billion
Industrials: $1.58 Billion
Consumer Defensive: $1.21 Billion
Other: $478 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.3T
$6.16 Billion 3.51% of portfolio
28,078
Q2 2025 Added 470.58%
$3.35T
$4.31 Billion 2.45% of portfolio
20,985
Q2 2025 Added 5.93%
$409B
$3.77 Billion 2.15% of portfolio
23,882
Q2 2025 Reduced 3.59%
$3.75T
$1.96 Billion 1.11% of portfolio
3,931
Q2 2025 Added 13.06%
$631B
$1.42 Billion 0.81% of portfolio
2,933
Q2 2025 New
$847B
$1.33 Billion 0.76% of portfolio
4,588
Q2 2025 Added 2.87%
$760B
$1.24 Billion 0.71% of portfolio
1,591
Q2 2025 Added 401.89%
$1.07T
$1.13 Billion 0.64% of portfolio
6,414
Q2 2025 Added 11.35%
$108B
$1.01 Billion 0.58% of portfolio
11,041
Q2 2025 New
$1.11T
$889 Million 0.51% of portfolio
5,013
Q2 2025 Added 16.5%
$143B
$813 Million 0.46% of portfolio
3,534
Q2 2025 New
$243B
$793 Million 0.45% of portfolio
1,120
Q2 2025 New
$219B
$761 Million 0.43% of portfolio
6,109
Q2 2025 New
$1.62T
$727 Million 0.41% of portfolio
985
Q2 2025 Added 117.92%
$434B
$717 Million 0.41% of portfolio
724
Q2 2025 Added 77.02%
$573B
$703 Million 0.4% of portfolio
1,980
Q2 2025 Reduced 6.25%
$410B
$547 Million 0.31% of portfolio
3,580
Q2 2025 New
$187B
$495 Million 0.28% of portfolio
3,748
Q2 2025 New
$157B
$472 Million 0.27% of portfolio
13,230
Q2 2025 New
$240B
$430 Million 0.25% of portfolio
1,348
Q2 2025 New
$1.19T
$345 Million 0.2% of portfolio
1,517
Q2 2025 Added 0.26%
$120B
$342 Million 0.19% of portfolio
131
Q2 2025 Added 22.43%
$81.2B
$293 Million 0.17% of portfolio
2,772
Q2 2025 Reduced 0.11%
$6.62B
$285 Million 0.16% of portfolio
1,000
Q2 2025 New
$11.5B
$287 Million 0.16% of portfolio
700
Q4 2024 New
$60.9B
$272 Million 0.16% of portfolio
1,063
Q2 2025 Added 0.57%
$212B
$267 Million 0.15% of portfolio
339
Q2 2025 Added 1.8%
$102B
$252 Million 0.14% of portfolio
494
Q2 2025 New
$260B
$246 Million 0.14% of portfolio
902
Q2 2025 Reduced 12.43%
$85.5B
$244 Million 0.14% of portfolio
3,285
Q2 2025 New
$76.4B
$245 Million 0.14% of portfolio
907
Q2 2025 Reduced 11.25%
-
$207 Million 0.12% of portfolio
-
Q2 2025 New
$125B
$207 Million 0.12% of portfolio
871
Q2 2025 New
$126B
$207 Million 0.12% of portfolio
667
Q2 2025 Reduced 11.77%
$167B
$210 Million 0.12% of portfolio
517
Q2 2025 New
$278B
$214 Million 0.12% of portfolio
3,087
Q2 2025 Reduced 16.18%
$112B
$215 Million 0.12% of portfolio
781
Q2 2025 New
$143B
$215 Million 0.12% of portfolio
1,742
Q2 2025 Reduced 13.85%
$176B
$201 Million 0.11% of portfolio
671
Q2 2025 Added 3.39%
$3.65B
$87.9 Million 0.05% of portfolio
14,678
Q2 2025 Added 0.05%
$283M
$68.4 Million 0.04% of portfolio
11,430
Q1 2025 New
$10.7B
$76.3 Million 0.04% of portfolio
11,013
Q2 2025 Added 0.33%
$27.3B
$58.2 Million 0.03% of portfolio
11,236
Q2 2025 Added 0.53%

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $175 Billion
  • Prior Value $150 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 17 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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