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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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