Westfuller Advisors, LLC Portfolio Holdings

Westfuller Advisors, LLC

  • $220 Billion
  • Q3 2025

Westfuller Advisors, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $220 Billion distributed in 766 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 $9.29B, Vanguard Index Fds S&P 500 ETF with a value of $8.43B, Apple Inc. with a value of $7.83B, Nuveen Esg U.S. Aggregate Bond with a value of $6.98B, and Amazon Com Inc with a value of $6.88B.

Examining the 13F form we can see an increase of $44.6B in the current position value, from $175B to 220B.

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 $220 Billion
ETFs: $125 Billion
Technology: $29.1 Billion
Financial Services: $13.5 Billion
Consumer Cyclical: $10.9 Billion
Communication Services: $10 Billion
Healthcare: $7.2 Billion
Industrials: $6.44 Billion
Consumer Defensive: $3.35 Billion
Other: $4.84 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.29 Billion 4.22% of portfolio
92,256
Q3 2025 Reduced 62.64%
$0
$8.43 Billion 3.83% of portfolio
13,735
Q3 2025 Reduced 6.23%
$0
$6.98 Billion 3.17% of portfolio
310,870
Q3 2025 Added 0.96%
$0
$6.13 Billion 2.79% of portfolio
265,313
Q3 2025 Added 115.75%
$0
$6 Billion 2.73% of portfolio
86,464
Q3 2025 Reduced 32.21%
$0
$5.67 Billion 2.58% of portfolio
47,850
Q3 2025 Reduced 36.99%
$0
$4.5 Billion 2.05% of portfolio
51,536
Q3 2025 Added 65.09%
$130B
$3.87 Billion 1.76% of portfolio
10,895
Q3 2025 Added 9.99%
$0
$3.86 Billion 1.75% of portfolio
80,349
Q3 2025 Reduced 49.96%
$0
$3.7 Billion 1.68% of portfolio
64,798
Q3 2025 Added 0.52%
$0
$3.52 Billion 1.6% of portfolio
86,567
Q3 2025 Added 0.24%
$0
$3.27 Billion 1.49% of portfolio
41,424
Q3 2025 Added 6.39%
$0
$3.27 Billion 1.49% of portfolio
5,440
Q3 2025 Added 2.99%
$0
$3.17 Billion 1.44% of portfolio
40,611
Q3 2025 Reduced 2.84%
$0
$2.72 Billion 1.24% of portfolio
27,131
Q3 2025 Added 287.48%
$0
$2.7 Billion 1.23% of portfolio
132,824
Q3 2025 Added 115.24%
$0
$2.37 Billion 1.08% of portfolio
31,330
Q2 2025 Added 1.57%
$0
$2.27 Billion 1.03% of portfolio
33,332
Q3 2025 Added 0.55%
$0
$2.05 Billion 0.93% of portfolio
6,228
Q3 2025 Added 0.14%
$0
$1.94 Billion 0.88% of portfolio
41,327
Q3 2025 Reduced 11.35%
$0
$1.86 Billion 0.84% of portfolio
25,275
Q3 2025 Added 0.49%
$0
$1.8 Billion 0.82% of portfolio
2,696
Q3 2025 Added 13.85%
$0
$1.76 Billion 0.8% of portfolio
22,031
Q3 2025 Reduced 3.43%
$0
$1.63 Billion 0.74% of portfolio
25,919
Q3 2025 Reduced 10.73%
$0
$1.6 Billion 0.73% of portfolio
36,285
Q3 2025 Added 3.53%
$0
$1.51 Billion 0.69% of portfolio
14,427
Q3 2025 Added 26.07%
$0
$1.53 Billion 0.69% of portfolio
10,832
Q3 2025 Reduced 15.94%
$0
$1.25 Billion 0.57% of portfolio
26,150
Q3 2024 New
$2.46B
$1.25 Billion 0.57% of portfolio
32,542
Q3 2025 Added 45.54%
$0
$1.09 Billion 0.49% of portfolio
30,494
Q3 2025 Added 2.33%
$0
$1.01 Billion 0.46% of portfolio
29,904
Q3 2025 Added 0.74%
$0
$1.02 Billion 0.46% of portfolio
20,559
Q3 2025 Added 2.23%
$0
$994 Million 0.45% of portfolio
10,874
Q3 2025 Added 29.89%
$0
$967 Million 0.44% of portfolio
8,755
Q1 2025 New
$0
$936 Million 0.43% of portfolio
4,473
Q3 2025 Reduced 19.55%
$0
$827 Million 0.38% of portfolio
15,497
Q3 2025 Added 12.69%
$0
$830 Million 0.38% of portfolio
11,627
Q3 2025 Reduced 18.57%
$0
$715 Million 0.33% of portfolio
6,428
Q3 2025 Reduced 2.01%
$0
$726 Million 0.33% of portfolio
2,999
Q3 2025 Added 0.27%
$0
$724 Million 0.33% of portfolio
28,623
Q3 2025 Added 0.85%
$0
$697 Million 0.32% of portfolio
7,013
Q1 2025 Reduced 8.97%
$0
$606 Million 0.28% of portfolio
6,602
Q3 2025 Reduced 0.63%
$0
$593 Million 0.27% of portfolio
6,634
Q3 2025 Added 1.53%
$0
$596 Million 0.27% of portfolio
6,093
Q3 2025 Added 14.47%
$0
$543 Million 0.25% of portfolio
6,366
Q3 2025 Added 0.98%
$0
$541 Million 0.25% of portfolio
1,154
Q3 2025 New
$0
$538 Million 0.24% of portfolio
1,121
Q3 2025 Reduced 6.04%
$0
$496 Million 0.23% of portfolio
8,260
Q3 2025 Reduced 0.1%
$0
$456 Million 0.21% of portfolio
2,328
Q3 2025 Added 0.04%

Summary

  • Portfolio
  • No. of Stocks 766
  • Current Value $220 Billion
  • Prior Value $175 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 647 stocks
  • Additional Purchases 73 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
Track This Portfolio

Track Westfuller Advisors, LLC Portfolio

Follow Westfuller Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Westfuller Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Westfuller Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email