Westfuller Advisors, Llc Portfolio Stock Holdings
Westfuller Advisors, Llc disclosed 756 stock positions valued at approximately $231.7 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, ISHARES TR, and VANGUARD INDEX FDS. The filing reflects positions held as of March 31, 2026 and was filed on April 28, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 756
- Portfolio Value
- $231.7M
Holdings by Sector
Westfuller Advisors, Llc Portfolio Holdings in Q1 2026
739 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | SGOV | Other | 10.39% | 239,063 | -11,588 | -4.62% | $24,064,079 |
| ISHARES TR | GOVT | Other | 3.73% | 377,414 | +100,583 | +36.33% | $8,646,553 |
| VANGUARD INDEX FDS | VOO | Other | 3.63% | 14,057 | +137 | +0.98% | $8,399,944 |
| NVIDIA CORPORATION | NVDA | Technology | 3.27% | 43,483 | +1,868 | +4.49% | $7,583,794 |
| APPLE INC | AAPL | Technology | 3.21% | 29,313 | -1,247 | -4.08% | $7,439,337 |
| NUSHARES ETF TR | NUBD | Other | 3.04% | 317,033 | +2,026 | +0.64% | $7,041,313 |
| ISHARES TR | IEFA | Other | 2.54% | 64,948 | +3,614 | +5.89% | $5,879,757 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.49% | 27,685 | -1,467 | -5.03% | $5,765,938 |
| ISHARES TR | AGG | Other | 2.14% | 49,904 | +13,272 | +36.23% | $4,954,011 |
| VANGUARD WORLD FD | VSGX | Other | 2.00% | 64,458 | -18,792 | -22.57% | $4,623,605 |
| SPDR GOLD TR | GLD | Other | 1.76% | 9,490 | -779 | -7.59% | $4,083,461 |
| ISHARES TR | CMF | Other | 1.69% | 69,064 | +3,643 | +5.57% | $3,926,962 |
| TIDAL TRUST III | WOMN | Other | 1.48% | 86,875 | +273 | +0.32% | $3,438,318 |
| ISHARES TR | IVV | Other | 1.41% | 4,991 | +769 | +18.21% | $3,260,204 |
| ALPHABET INC | GOOGL | Communication Services | 1.27% | 10,257 | +12 | +0.12% | $2,949,383 |
| VANGUARD WORLD FD | ESGV | Other | 1.25% | 25,860 | -22,163 | -46.15% | $2,903,270 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.25% | 6,051 | +1 | +0.02% | $2,899,639 |
| VANGUARD BD INDEX FDS | BIV | Other | 1.20% | 36,016 | -1,376 | -3.68% | $2,779,684 |
| INVESCO QQQ TR | QQQ | Other | 1.20% | 4,816 | -869 | -15.29% | $2,779,448 |
| VANGUARD BD INDEX FDS | BSV | Other | 1.20% | 35,411 | -4,294 | -10.81% | $2,776,560 |
| TIDAL TRUST I | JSTC | Other | 1.17% | 139,067 | +5,252 | +3.92% | $2,710,419 |
| ALPHABET INC | GOOG | Communication Services | 1.15% | 9,286 | -1,808 | -16.30% | $2,663,711 |
| ISHARES TR | DMXF | Other | 1.05% | 32,379 | - | - | $2,442,967 |
| BROADCOM INC | AVGO | Technology | 1.02% | 7,624 | +36 | +0.47% | $2,359,784 |
| ISHARES TR | EAGG | Other | 1.00% | 48,725 | -32,189 | -39.78% | $2,316,895 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.98% | 7,747 | +837 | +12.11% | $2,278,770 |
| ISHARES TR | DGRO | Other | 0.97% | 32,073 | -1,474 | -4.39% | $2,250,860 |
| MICROSOFT CORP | MSFT | Technology | 0.97% | 6,068 | -648 | -9.65% | $2,246,170 |
| VANGUARD STAR FDS | VXUS | Other | 0.88% | 26,425 | +691 | +2.69% | $2,037,629 |
| VANGUARD INDEX FDS | VTI | Other | 0.87% | 6,272 | -47 | -0.74% | $2,012,035 |
| ISHARES TR | NYF | Other | 0.86% | 37,691 | -10,964 | -22.53% | $2,002,155 |
| ELI LILLY & CO | LLY | Healthcare | 0.86% | 2,163 | -124 | -5.42% | $1,989,222 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.85% | 3,007 | +279 | +10.23% | $1,960,726 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.78% | 7,434 | -9 | -0.12% | $1,817,198 |
| ISHARES TR | IGRO | Other | 0.75% | 20,643 | -1,522 | -6.87% | $1,729,235 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.72% | 1,969 | -40 | -1.99% | $1,665,479 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.72% | 11,242 | +399 | +3.68% | $1,664,954 |
| NUSHARES ETF TR | NUSC | Other | 0.71% | 36,681 | +25 | +0.07% | $1,652,855 |
| ISHARES GOLD TR | IAUM | Other | 0.71% | 35,165 | +13,394 | +61.52% | $1,642,208 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 0.68% | 33,581 | -3,945 | -10.51% | $1,576,622 |
| INVESCO EXCHANGE TRADED FD T | XMHQ | Other | 0.66% | 14,802 | -507 | -3.31% | $1,530,056 |
| LAM RESEARCH CORP | LRCX | Other | 0.63% | 6,844 | +369 | +5.70% | $1,463,988 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.62% | 19,194 | +7,367 | +62.29% | $1,441,456 |
| J P MORGAN EXCHANGE TRADED F | JQUA | Other | 0.61% | 22,906 | +65 | +0.28% | $1,404,592 |
| TIDAL TRUST III | NACP | Other | 0.55% | 26,150 | - | - | $1,264,593 |
| VANGUARD INDEX FDS | VXF | Other | 0.54% | 6,052 | +2,051 | +51.26% | $1,245,537 |
| UNION PAC CORP | UNP | Industrials | 0.53% | 5,046 | -755 | -13.01% | $1,224,335 |
| NUSHARES ETF TR | NUEM | Other | 0.50% | 31,818 | +229 | +0.72% | $1,168,941 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.49% | 4,685 | +3,947 | +534.82% | $1,135,539 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.47% | 22,588 | +1,755 | +8.42% | $1,085,333 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.44% | 1,016 | -99 | -8.88% | $1,012,284 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.43% | 11,213 | -616 | -5.21% | $1,004,530 |
| META PLATFORMS INC | META | Communication Services | 0.43% | 1,740 | +4 | +0.23% | $995,595 |
| PEPSICO INC | PEP | Consumer Defensive | 0.41% | 6,168 | -43 | -0.69% | $957,778 |
| SPDR SERIES TRUST | SPIB | Other | 0.41% | 28,210 | +2,607 | +10.18% | $946,154 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.41% | 3,108 | +14 | +0.45% | $940,013 |
| ISHARES TR | SUSB | Other | 0.40% | 37,199 | +8,242 | +28.46% | $932,402 |
| DISNEY WALT CO | DIS | Communication Services | 0.39% | 9,287 | -118 | -1.25% | $895,122 |
| VANGUARD INDEX FDS | VNQ | Other | 0.37% | 9,582 | +779 | +8.85% | $849,907 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.34% | 4,944 | -56 | -1.12% | $792,614 |
| ISHARES TR | IWM | Other | 0.32% | 3,015 | +6 | +0.20% | $747,686 |
| VANGUARD SCOTTSDALE FDS | VTWO | Other | 0.30% | 7,019 | +919 | +15.07% | $703,113 |
| BANK NEW YORK MELLON CORP | BK | Financial Services | 0.30% | 5,783 | +20 | +0.35% | $686,050 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.28% | 1,341 | -14 | -1.03% | $659,905 |
| NUSHARES ETF TR | NULG | Other | 0.28% | 7,019 | - | - | $638,283 |
| ISHARES TR | IWF | Other | 0.27% | 1,453 | +1 | +0.07% | $619,613 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.26% | 12,718 | +7,301 | +134.78% | $596,607 |
| MORGAN STANLEY ETF TRUST | CVLC | Other | 0.26% | 7,450 | +15 | +0.20% | $596,463 |
| WARNER MUSIC GROUP CORP | WMG | Communication Services | 0.25% | 22,980 | - | - | $586,910 |
| HONEYWELL INTL INC | HON | Industrials | 0.25% | 2,536 | +324 | +14.65% | $573,195 |
| ISHARES TR | TLT | Other | 0.24% | 6,432 | +26 | +0.41% | $557,611 |
| PROSHARES TR | REGL | Other | 0.24% | 6,451 | +39 | +0.61% | $557,417 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.24% | 1,090 | -27 | -2.42% | $544,749 |
| CONSOLIDATED EDISON INC | ED | Utilities | 0.23% | 4,723 | +4,447 | +1611.23% | $534,583 |
| SPDR SERIES TRUST | BIL | Other | 0.23% | 5,700 | -1,970 | -25.68% | $522,331 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.22% | 7,849 | +1,123 | +16.70% | $502,973 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.21% | 1,439 | -1 | -0.07% | $487,601 |
| ISHARES TR | SHY | Other | 0.20% | 5,646 | -56 | -0.98% | $466,231 |
| VANGUARD INDEX FDS | VUG | Other | 0.19% | 1,033 | -33 | -3.10% | $451,154 |
| VISA INC | V | Financial Services | 0.19% | 1,492 | -1,172 | -43.99% | $451,081 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 0.19% | 7,567 | +117 | +1.57% | $450,627 |
| ISHARES TR | TIP | Other | 0.19% | 4,056 | -2,039 | -33.45% | $447,634 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.19% | 1,360 | +35 | +2.64% | $447,167 |
| CISCO SYS INC | CSCO | Technology | 0.19% | 5,758 | -167 | -2.82% | $446,790 |
| COMCAST CORP NEW | CMCSA | Communication Services | 0.19% | 15,191 | -148 | -0.96% | $436,138 |
| ISHARES TR | IYW | Other | 0.18% | 2,330 | +1 | +0.04% | $422,651 |
| ISHARES TR | EFA | Other | 0.18% | 4,246 | +1,506 | +54.96% | $412,425 |
| MERCK & CO INC | MRK | Healthcare | 0.16% | 3,061 | +54 | +1.80% | $370,749 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.16% | 1,706 | -148 | -7.98% | $366,913 |
| ISHARES TR | EFG | Other | 0.16% | 3,292 | - | - | $366,630 |
| APPLIED MATLS INC | AMAT | Technology | 0.16% | 1,067 | -194 | -15.38% | $364,855 |
| NXP SEMICONDUCTORS N V | N6596X109 | Other | 0.16% | 1,816 | -40 | -2.16% | $359,374 |
| VANGUARD WORLD FD | VFH | Other | 0.15% | 2,934 | -279 | -8.68% | $354,512 |
| ANGLOGOLD ASHANTI PLC | AU | Other | 0.15% | 3,632 | -66 | -1.78% | $353,609 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.15% | 1,227 | +22 | +1.83% | $352,248 |
| BROOKFIELD CORP | BN | Financial Services | 0.15% | 8,641 | - | - | $349,701 |
| CHUBB LTD SWITZ | CB | Financial Services | 0.15% | 1,061 | -445 | -29.55% | $346,957 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.15% | 6,805 | +38 | +0.56% | $339,526 |
| NETFLIX INC. | NFLX | Communication Services | 0.14% | 3,466 | -234 | -6.32% | $333,271 |
| PROLOGIS INC. | PLD | Real Estate | 0.14% | 2,402 | - | - | $317,544 |