Westfuller Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 29, 2026, Westfuller Advisors, Llc disclosed 751 stock positions valued at approximately $274.71M as of quarter-end June 30, 2026. The largest holdings include STATE STR SPDR S&P 500 ETF T, ISHARES TR, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 751
- Portfolio Value
- $274.71M
Holdings by Sector
Westfuller Advisors, Llc Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 751 holdings in the latest reporting period.