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

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SGOV Ishares Trishares 0 3 Mnth Tre ETFs	$0	$9.29 Billion 4.22% of portfolio	92,256	Q3 2025 Reduced 62.64%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$8.43 Billion 3.83% of portfolio	13,735	Q3 2025 Reduced 6.23%
AAPL Apple Inc. Technology	$4.3T	$7.83 Billion 3.56% of portfolio	30,745	Q3 2025 Added 46.51%
NUBD Nuveen Esg U.S. Aggregate Bond ETFs	$0	$6.98 Billion 3.17% of portfolio	310,870	Q3 2025 Added 0.96%
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$6.88 Billion 3.13% of portfolio	31,334	Q3 2025 Added 11.6%
GOVT Ishares U.S. Treasury Bond ETF ETFs	$0	$6.13 Billion 2.79% of portfolio	265,313	Q3 2025 Added 115.75%
VSGX Vanguard World Fd Esg Intl Stk ETFs	$0	$6 Billion 2.73% of portfolio	86,464	Q3 2025 Reduced 32.21%
NVDA Nvidia Corp Technology	$465B	$5.96 Billion 2.71% of portfolio	31,955	Q3 2025 Added 33.8%
ESGV Vanguard World Fd Esg U.S. Sto ETFs	$0	$5.67 Billion 2.58% of portfolio	47,850	Q3 2025 Reduced 36.99%
IEFA Ishares Tr ETFs	$0	$4.5 Billion 2.05% of portfolio	51,536	Q3 2025 Added 65.09%
GLD Spdr Gold Trust ETFs	$130B	$3.87 Billion 1.76% of portfolio	10,895	Q3 2025 Added 9.99%
EAGG Ishares Esg Aware U.S. Aggrega ETFs	$0	$3.86 Billion 1.75% of portfolio	80,349	Q3 2025 Reduced 49.96%
CMF Ishares California Muni Bond E ETFs	$0	$3.7 Billion 1.68% of portfolio	64,798	Q3 2025 Added 0.52%
MSFT Microsoft Corp Technology	$3.78T	$3.57 Billion 1.62% of portfolio	6,896	Q3 2025 Added 75.43%
WOMN Impact Shs Fds I Tr Ywca Women ETFs	$0	$3.52 Billion 1.6% of portfolio	86,567	Q3 2025 Added 0.24%
Ea Series Trust	-	$3.29 Billion 1.5% of portfolio	-	Q3 2025 Reduced 7.21%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$3.27 Billion 1.49% of portfolio	41,424	Q3 2025 Added 6.39%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$3.27 Billion 1.49% of portfolio	5,440	Q3 2025 Added 2.99%
BIV Vanguard Bd Index Fd Inc Inter ETFs	$0	$3.17 Billion 1.44% of portfolio	40,611	Q3 2025 Reduced 2.84%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$662B	$3.1 Billion 1.41% of portfolio	6,175	Q3 2025 Added 110.54%
GOOG Alphabet Inc. Communication Services	$1.74T	$2.74 Billion 1.25% of portfolio	11,252	Q3 2025 Added 124.46%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$2.72 Billion 1.24% of portfolio	27,131	Q3 2025 Added 287.48%
JSTC Tidal ETF Tr Adasina Social Ju ETFs	$0	$2.7 Billion 1.23% of portfolio	132,824	Q3 2025 Added 115.24%
AVGO Broadcom Inc. Technology	$139B	$2.51 Billion 1.14% of portfolio	7,606	Q3 2025 Added 873.88%
GOOGL Alphabet Inc. Communication Services	$1.65T	$2.49 Billion 1.13% of portfolio	10,238	Q3 2025 Added 59.62%
IVV Ishares Core S&P 500 ETF ETFs	$0	$2.43 Billion 1.1% of portfolio	3,624	Q3 2025 Added 47.5%
DMXF Ishares Esg Advanced Msci Eafe Technology	$0	$2.37 Billion 1.08% of portfolio	31,330	Q2 2025 Added 1.57%
DGRO Ishares Core Dividend Growth E ETFs	$0	$2.27 Billion 1.03% of portfolio	33,332	Q3 2025 Added 0.55%
JPM Jpmorgan Chase & CO Financial Services	$881B	$2.14 Billion 0.97% of portfolio	6,776	Q3 2025 Added 47.69%
VTI Vanguard Total Stock Market Et ETFs	$0	$2.05 Billion 0.93% of portfolio	6,228	Q3 2025 Added 0.14%
VMBS Vanguard Mortg Backed Sec ETF ETFs	$0	$1.94 Billion 0.88% of portfolio	41,327	Q3 2025 Reduced 11.35%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$1.86 Billion 0.84% of portfolio	25,275	Q3 2025 Added 0.49%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$1.8 Billion 0.82% of portfolio	2,696	Q3 2025 Added 13.85%
LLY Eli Lilly & CO Healthcare	$971B	$1.77 Billion 0.81% of portfolio	2,323	Q3 2025 Added 46.01%
IGRO Ishares Tr International Divid ETFs	$0	$1.76 Billion 0.8% of portfolio	22,031	Q3 2025 Reduced 3.43%
JQUA J P Morgan ETF Tr U S Quality ETFs	$0	$1.63 Billion 0.74% of portfolio	25,919	Q3 2025 Reduced 10.73%
GS Goldman Sachs Group Inc Financial Services	$265B	$1.6 Billion 0.73% of portfolio	2,009	Q3 2025 Added 79.38%
NUSC Nuveen Esg Small Cap ETF ETFs	$0	$1.6 Billion 0.73% of portfolio	36,285	Q3 2025 Added 3.53%
XMHQ Invesco Exchange Traded Fd Tr ETFs	$0	$1.51 Billion 0.69% of portfolio	14,427	Q3 2025 Added 26.07%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$1.53 Billion 0.69% of portfolio	10,832	Q3 2025 Reduced 15.94%
JNJ Johnson & Johnson Healthcare	$522B	$1.38 Billion 0.63% of portfolio	7,440	Q3 2025 Added 107.82%
UNP Union Pacific Corp Industrials	$136B	$1.37 Billion 0.62% of portfolio	5,814	Q3 2025 Added 64.52%
META Meta Platforms, Inc. Communication Services	$1.37T	$1.27 Billion 0.58% of portfolio	1,729	Q3 2025 Added 75.53%
NACP Impact Shs Fds I Tr Naacp Mino ETFs	$0	$1.25 Billion 0.57% of portfolio	26,150	Q3 2024 New
IAUM I Shares Gold Trust Micro ETFs	$2.46B	$1.25 Billion 0.57% of portfolio	32,542	Q3 2025 Added 45.54%
Lam Research Corp	-	$1.23 Billion 0.56% of portfolio	-	Q3 2025 Added 1.94%
DIS Walt Disney CO Communication Services	$193B	$1.09 Billion 0.5% of portfolio	9,528	Q3 2025 Added 55.97%
NUEM Nuveen Esg Emerging Markets Eq ETFs	$0	$1.09 Billion 0.49% of portfolio	30,494	Q3 2025 Added 2.33%
AXP American Express CO Financial Services	$255B	$1.06 Billion 0.48% of portfolio	3,188	Q3 2025 Added 136.5%
COST Costco Wholesale Corp Consumer Defensive	$404B	$1.06 Billion 0.48% of portfolio	1,142	Q3 2025 Added 57.73%

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

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Westfuller Advisors, LLC Portfolio Holdings