Westfuller Advisors, Llc Portfolio Stock Holdings
Westfuller Advisors, Llc disclosed 765 stock positions valued at approximately $274.7 million in its latest SEC 13F filing. The largest holdings include STATE STR SPDR S&P 500 ETF T, ISHARES TR, and APPLE INC. The filing reflects positions held as of June 30, 2026 and was filed on July 29, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 765
- Portfolio Value
- $274.7M
Holdings by Sector
Westfuller Advisors, Llc Portfolio Holdings in Q2 2026
743 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 4.39% | 16,094 | +13,087 | +435.22% | $12,049,036 |
| ISHARES TR | GOVT | Other | 3.64% | 439,520 | +62,106 | +16.46% | $10,012,274 |
| APPLE INC | AAPL | Technology | 3.57% | 33,909 | +4,596 | +15.68% | $9,811,788 |
| VANGUARD INDEX FDS | VOO | Other | 3.44% | 13,758 | -299 | -2.13% | $9,449,048 |
| NVIDIA CORPORATION | NVDA | Technology | 3.20% | 43,871 | +388 | +0.89% | $8,778,074 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 2.81% | 60,500 | +60,480 | +302400.00% | $7,732,505 |
| NUSHARES ETF TR | NUBD | Other | 2.52% | 313,124 | -3,909 | -1.23% | $6,930,998 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.49% | 28,647 | +962 | +3.47% | $6,827,772 |
| VANGUARD WORLD FD | VSGX | Other | 2.42% | 80,589 | +16,131 | +25.03% | $6,635,722 |
| ISHARES TR | IEFA | Other | 2.32% | 66,104 | +1,156 | +1.78% | $6,384,320 |
| ISHARES TR | AGG | Other | 2.25% | 62,578 | +12,674 | +25.40% | $6,193,928 |
| VANGUARD WORLD FD | ESGV | Other | 2.02% | 42,011 | +16,151 | +62.46% | $5,555,493 |
| MORGAN STANLEY ETF TRUST | CVLC | Other | 1.73% | 50,220 | +42,770 | +574.09% | $4,744,285 |
| ALPHABET INC | GOOG | Communication Services | 1.72% | 13,355 | +4,069 | +43.82% | $4,718,804 |
| ALPHABET INC | GOOGL | Communication Services | 1.59% | 12,205 | +1,948 | +18.99% | $4,361,737 |
| ISHARES TR | EAGG | Other | 1.57% | 91,000 | +42,275 | +86.76% | $4,314,328 |
| ISHARES TR | CMF | Other | 1.46% | 69,572 | +508 | +0.74% | $4,010,113 |
| ISHARES TR | IVV | Other | 1.39% | 5,103 | +112 | +2.24% | $3,821,407 |
| TIDAL TRUST III | WOMN | Other | 1.32% | 85,395 | -1,480 | -1.70% | $3,620,951 |
| ISHARES TR | EFG | Other | 1.28% | 28,159 | +24,867 | +755.38% | $3,503,543 |
| SPDR GOLD TR | GLD | Other | 1.25% | 9,354 | -136 | -1.43% | $3,445,890 |
| MICROSOFT CORP | MSFT | Technology | 1.24% | 9,159 | +3,091 | +50.94% | $3,416,509 |
| TIDAL TRUST I | JSTC | Other | 1.23% | 148,136 | +9,069 | +6.52% | $3,389,345 |
| INVESCO QQQ TR | QQQ | Other | 1.23% | 4,590 | -226 | -4.69% | $3,383,834 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.23% | 10,306 | +2,559 | +33.03% | $3,373,556 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.16% | 6,385 | +334 | +5.52% | $3,194,990 |
| BROADCOM INC | AVGO | Technology | 1.06% | 7,743 | +119 | +1.56% | $2,924,905 |
| VANGUARD BD INDEX FDS | BSV | Other | 1.03% | 36,374 | +963 | +2.72% | $2,833,909 |
| LAM RESEARCH CORP | LRCX | Other | 1.02% | 6,468 | -376 | -5.49% | $2,804,566 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.99% | 35,449 | -567 | -1.57% | $2,718,910 |
| ISHARES TR | DMXF | Other | 0.99% | 32,125 | -254 | -0.78% | $2,717,741 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.96% | 10,413 | +2,979 | +40.07% | $2,644,534 |
| NUSHARES ETF TR | NUSC | Other | 0.95% | 50,276 | +13,595 | +37.06% | $2,620,386 |
| ELI LILLY & CO | LLY | Healthcare | 0.92% | 2,096 | -67 | -3.10% | $2,514,214 |
| ISHARES TR | DGRO | Other | 0.91% | 32,935 | +862 | +2.69% | $2,496,123 |
| VANGUARD INDEX FDS | VTI | Other | 0.85% | 6,290 | +18 | +0.29% | $2,327,415 |
| VANGUARD STAR FDS | VXUS | Other | 0.83% | 26,542 | +117 | +0.44% | $2,269,035 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.73% | 1,971 | +2 | +0.10% | $1,993,836 |
| ISHARES TR | IGRO | Other | 0.67% | 20,921 | +278 | +1.35% | $1,839,591 |
| ISHARES GOLD TRUST MICRO | IAUM | Other | 0.65% | 44,826 | +9,661 | +27.47% | $1,793,500 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.64% | 5,158 | +214 | +4.33% | $1,758,964 |
| ISHARES TR | NYF | Other | 0.63% | 32,358 | -5,333 | -14.15% | $1,744,260 |
| TIDAL TRUST III | NACP | Other | 0.61% | 27,676 | +1,526 | +5.84% | $1,682,767 |
| J P MORGAN EXCHANGE TRADED F | JQUA | Other | 0.60% | 22,967 | +61 | +0.27% | $1,660,074 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.58% | 19,090 | -104 | -0.54% | $1,598,774 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 0.57% | 33,553 | -28 | -0.08% | $1,570,633 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.55% | 9,594 | -1,648 | -14.66% | $1,516,161 |
| UNION PAC CORP | UNP | Industrials | 0.55% | 5,514 | +468 | +9.27% | $1,499,816 |
| INVESCO EXCHANGE TRADED FD T | XMHQ | Other | 0.52% | 12,729 | -2,073 | -14.00% | $1,436,900 |
| NUSHARES ETF TR | NUEM | Other | 0.49% | 31,661 | -157 | -0.49% | $1,343,584 |
| VANGUARD INDEX FDS | VXF | Other | 0.49% | 5,444 | -608 | -10.05% | $1,340,405 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.48% | 4,702 | +17 | +0.36% | $1,322,214 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.44% | 1,292 | +276 | +27.17% | $1,208,258 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.44% | 11,787 | +574 | +5.12% | $1,204,465 |
| ISHARES TR | IWM | Other | 0.43% | 3,952 | +937 | +31.08% | $1,187,374 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.40% | 22,744 | +156 | +0.69% | $1,101,499 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.40% | 15,408 | +7,559 | +96.31% | $1,097,833 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.38% | 1,800 | +1,326 | +279.75% | $1,045,638 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.38% | 3,069 | -39 | -1.25% | $1,037,962 |
| META PLATFORMS INC | META | Communication Services | 0.36% | 1,755 | +15 | +0.86% | $988,400 |
| DISNEY WALT CO | DIS | Communication Services | 0.34% | 9,754 | +467 | +5.03% | $946,178 |
| PEPSICO INC | PEP | Consumer Defensive | 0.33% | 6,654 | +486 | +7.88% | $900,923 |
| VANGUARD INDEX FDS | VNQ | Other | 0.33% | 9,339 | -243 | -2.54% | $900,594 |
| SPDR SERIES TRUST | SPIB | Other | 0.33% | 26,782 | -1,428 | -5.06% | $896,124 |
| VANGUARD SCOTTSDALE FDS | VTWO | Other | 0.31% | 7,119 | +100 | +1.42% | $864,382 |
| NUSHARES ETF TR | NULG | Other | 0.30% | 7,019 | - | - | $821,612 |
| BANK OF NY MELLON CORP | BK | Financial Services | 0.28% | 5,350 | -433 | -7.49% | $773,679 |
| ISHARES TR | SUSB | Other | 0.27% | 29,839 | -7,360 | -19.79% | $745,667 |
| VISA INC | V | Financial Services | 0.27% | 2,172 | +680 | +45.58% | $745,119 |
| ISHARES TR | IWF | Other | 0.26% | 5,818 | +4,365 | +300.41% | $722,363 |
| CISCO SYS INC | CSCO | Technology | 0.26% | 6,106 | +348 | +6.04% | $717,262 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.25% | 1,451 | +12 | +0.83% | $694,139 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.25% | 1,374 | +33 | +2.46% | $689,649 |
| APPLIED MATLS INC | AMAT | Technology | 0.25% | 950 | -117 | -10.97% | $686,812 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.25% | 13,208 | +490 | +3.85% | $683,932 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.23% | 540 | -4 | -0.74% | $623,864 |
| WARNER MUSIC GROUP CORP | WMG | Communication Services | 0.23% | 22,980 | - | - | $622,070 |
| PROSHARES TR | REGL | Other | 0.22% | 6,484 | +33 | +0.51% | $593,700 |
| ISHARES TR | IYW | Other | 0.21% | 2,330 | - | - | $587,784 |
| ISHARES TR | TLT | Other | 0.21% | 6,761 | +329 | +5.12% | $584,243 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.21% | 1,131 | +41 | +3.76% | $580,986 |
| VANGUARD INDEX FDS | VUG | Other | 0.19% | 6,203 | +5,170 | +500.48% | $534,291 |
| CONSOLIDATED EDISON INC | ED | Utilities | 0.19% | 4,829 | +106 | +2.24% | $534,265 |
| NXP SEMICONDUCTORS N V | N6596X109 | Other | 0.19% | 1,816 | - | - | $512,188 |
| INTEL CORP | INTC | Technology | 0.18% | 3,576 | -529 | -12.89% | $499,375 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.18% | 1,370 | +10 | +0.74% | $483,238 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.17% | 8,051 | +3,070 | +61.63% | $480,572 |
| ISHARES TR | EFA | Other | 0.16% | 4,362 | +116 | +2.73% | $453,170 |
| ABBVIE INC | ABBV | Healthcare | 0.15% | 1,648 | +1,105 | +203.50% | $414,776 |
| WALMART INC | WMT | Consumer Defensive | 0.15% | 3,554 | +3,414 | +2438.57% | $402,483 |
| MERCK & CO INC | MRK | Healthcare | 0.14% | 3,016 | -45 | -1.47% | $390,108 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.14% | 1,204 | -23 | -1.87% | $378,732 |
| BROOKFIELD CORP | BN | Financial Services | 0.13% | 8,649 | +8 | +0.09% | $368,345 |
| COMCAST CORP NEW | CMCSA | Communication Services | 0.13% | 14,937 | -254 | -1.67% | $366,700 |
| COCA COLA CO | KO | Consumer Defensive | 0.13% | 4,482 | +2,474 | +123.21% | $366,611 |
| JABIL INC | JBL | Technology | 0.13% | 942 | +942 | +100.00% | $363,122 |
| EATON CORP PLC | ETN | Other | 0.13% | 841 | -2 | -0.24% | $358,539 |
| CHUBB LIMITED | CB | Financial Services | 0.13% | 1,049 | -12 | -1.13% | $358,088 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.13% | 1,566 | +867 | +124.03% | $353,395 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 0.13% | 5,963 | -1,604 | -21.20% | $351,674 |