Westfuller Advisors, LLC 13F Holdings
CIK 0002024115
As of Sep 30, 2025, Westfuller Advisors, LLC reported 766 positions worth $207.9M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | — | 92,256 | $9.3M | 4.47% |
| VANGUARD 500 INDEX FUND | VOO | — | 13,735 | $8.4M | 4.06% |
| APPLE INC | AAPL | Technology | 30,745 | $7.8M | 3.77% |
| NUSHARES ETF TR | NUBD | — | 310,870 | $7.0M | 3.36% |
| AMAZON.COM INC | AMZN | Equity | 31,334 | $6.9M | 3.31% |
| ISHARES US TREASURY BOND ETF | GOVT | — | 265,313 | $6.1M | 2.95% |
| VANGUARD ESG INTERNATIONAL STOCK ETF | VSGX | — | 86,464 | $6.0M | 2.88% |
| NVIDIA CORP | NVDA | Technology | 31,955 | $6.0M | 2.87% |
| VANGUARD ESG US STOCK ETF | ESGV | — | 47,850 | $5.7M | 2.73% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 51,536 | $4.5M | 2.16% |
| SPDR GOLD TRUST | GQ9 | — | 10,895 | $3.9M | 1.86% |
| ISHARES ESG AWARE US AGGREGATE BOND ETF | EAGG | — | 80,349 | $3.9M | 1.86% |
| ISHARES CALIFORNIA MUNI BOND ETF | CMF | — | 64,798 | $3.7M | 1.78% |
| MICROSOFT CORP | MSFT | Technology | 6,896 | $3.6M | 1.72% |
| IMPACT SHARES WOMEN'S EMPOWERMENT ETF | WOMN | — | 86,567 | $3.5M | 1.69% |
| EA SERIES TRUST | CHGX1 | — | 120,660 | $3.3M | 1.58% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 5,440 | $3.3M | 1.57% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 41,424 | $3.3M | 1.57% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 40,611 | $3.2M | 1.53% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 6,175 | $3.1M | 1.49% |
| ALPHABET INC | GOOG | Equity | 11,252 | $2.7M | 1.32% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 27,131 | $2.7M | 1.31% |
| TIDAL TRUST I | JSTC | — | 132,824 | $2.7M | 1.30% |
| BROADCOM INC | AVGO | Technology | 7,606 | $2.5M | 1.21% |
| ALPHABET INC | GOOGL | Equity | 10,238 | $2.5M | 1.20% |