Westfuller Advisors, LLC Portfolio Holdings

Westfuller Advisors, LLC

  • $175 Billion
  • Q2 2025

Westfuller Advisors, LLC has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $175 Billion distributed in 114 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 $24.9B, Vanguard Index Fds S&P 500 ETF with a value of $8.35B, Vanguard World Fd Esg Intl Stk with a value of $8.35B, Vanguard World Fd Esg U.S. Sto with a value of $8.33B, and Ishares Esg Aware U.S. Aggrega with a value of $7.63B.

Examining the 13F form we can see an increase of $25.6B in the current position value, from $150B to 175B.

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 $175 Billion
ETFs: $133 Billion
Technology: $12.6 Billion
Consumer Cyclical: $7.73 Billion
Financial Services: $4.92 Billion
Communication Services: $4.61 Billion
Healthcare: $2 Billion
Industrials: $1.58 Billion
Consumer Defensive: $1.21 Billion
Other: $478 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $175 Billion
  • Prior Value $150 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 17 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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