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 Market Cap. of $2 Billions to $10 Billions