Westfuller Advisors, LLC has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $247 Billion distributed in 772 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 $25.2B, Vanguard Index Fds S&P 500 ETF with a value of $8.73B, Apple Inc. with a value of $8.31B, Nvidia Corp with a value of $7.76B, and Nuveen Esg U.S. Aggregate Bond with a value of $7.04B.
Examining the 13F form we can see an increase of $27.3B in the current position value, from $220B to 247B.
Also it can be appreciated an additional of 72 stocks purchases and 2 closed positions.
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
$247 Billion
ETFs: $146 Billion
Technology: $30.6 Billion
Financial Services: $13.9 Billion
Communication Services: $11 Billion
Consumer Cyclical: $10.5 Billion
Healthcare: $8.33 Billion
Industrials: $5.93 Billion
Consumer Defensive: $2.67 Billion
Other: $4.75 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
