Westfuller Advisors, LLC

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, Westfuller Advisors, LLC maintained a portfolio of 828 distinct positions. The most significant new addition to the portfolio was VANGUARD INSTL INDEX, which now represents 1.31% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing their position by 171.7%. Conversely, Westfuller Advisors, LLC completely exited their position in JOBY AVIATION INC.
PCA Score Concentration Risk
Risk ENB
Total Positions
828
Quarter
2025 Q4
Top Holding
SGOV (10.2%)
Top 10 Concentration
35.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 828
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SGOV
ISHARES TR
Bond/Debt 10.18% 4.22% #1
Prev: #1
6.4 158,395 171.7%
P
S
250,651 $25,160,339 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VOO
VANGUARD INDEX ...
ETF 3.53% 3.83% #2
Prev: #2
3.4 185 1.3%
P
S
13,920 $8,729,926 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 3.36% 3.56% #3
Prev: #3
1.3 -185 -0.6%
P
S
30,560 $8,308,012 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 3.14% 2.71% #4 4
Prev: #8
3.3 9,660 30.2%
P
S
41,615 $7,761,160 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NUBD
NUSHARES ETF TR
ETF 2.85% 3.17% #5 1
Prev: #4
3.1 4,137 1.3%
P
S
315,007 $7,041,973 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 2.72% 3.13% #6 1
Prev: #5
1.1 -2,182 -7.0%
P
S
29,152 $6,728,836 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GOVT
ISHARES TR
ETF 2.58% 2.79% #7 1
Prev: #6
3.0 11,518 4.3%
P
S
276,831 $6,374,035 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VSGX
VANGUARD WORLD ...
Bond/Debt 2.41% 2.73% #8 1
Prev: #7
1.0 -3,214 -3.7%
P
S
83,250 $5,962,374 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ESGV
VANGUARD WORLD ...
ETF 2.35% 2.58% #9
Prev: #9
2.9 173 0.4%
P
S
48,023 $5,808,902 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IEFA
ISHARES TR
ETF 2.22% 2.05% #10
Prev: #10
2.9 9,798 19.0%
P
S
61,334 $5,486,895 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GLD
SPDR GOLD TR
ETF 1.65% 1.76% #11
Prev: #11
0.7 -626 -5.7%
P
S
10,269 $4,069,624 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EAGG
ISHARES TR
ETF 1.57% 1.75% #12
Prev: #12
2.6 565 0.7%
P
S
80,914 $3,871,741 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CMF
ISHARES TR
ETF 1.52% 1.68% #13
Prev: #13
2.6 623 1.0%
P
S
65,421 $3,759,091 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AGG
ISHARES TR
ETF 1.48% 1.24% #14 8
Prev: #22
2.7 9,501 35.0%
P
S
36,632 $3,658,780 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WOMN
TIDAL TRUST III
ETF 1.45% 1.60% #15
Prev: #15
2.6 35 0.0%
P
S
86,602 $3,595,341 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
INVESCO QQQ TR
ETF 1.41% 1.49% #16 1
Prev: #17
2.6 245 4.5%
P
S
5,685 $3,492,563 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC
Communication Services 1.41% 1.25% #17 4
Prev: #21
0.6 -158 -1.4%
P
S
11,094 $3,481,295 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 1.31% 1.62% #18 4
Prev: #14
0.5 -180 -2.6%
P
S
6,716 $3,248,126 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VBIL
VANGUARD INSTL ...
ETF 1.31% #19
Prev: #—
2.5 42,962 no change
NEW
42,962 $3,240,592 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 1.30% 1.13% #20 5
Prev: #25
2.5 7 0.1%
P
S
10,245 $3,206,774 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BSV
VANGUARD BD IND...
Bond/Debt 1.27% 1.49% #21 3
Prev: #18
0.5 -1,719 -4.1%
P
S
39,705 $3,129,146 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BRK/B
BERKSHIRE HATHA...
Financial Services 1.23% 1.41% #22 2
Prev: #20
0.5 -125 -2.0%
P
S
6,050 $3,041,033 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CHGX
EA SERIES TRUST
ETF 1.20% 1.50% #23 7
Prev: #16
0.5 -11,608 -9.6%
P
S
109,052 $2,964,815 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BIV
VANGUARD BD IND...
Bond/Debt 1.18% 1.44% #24 5
Prev: #19
0.5 -3,219 -7.9%
P
S
37,392 $2,912,060 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IVV
ISHARES TR
ETF 1.17% 1.10% #25 1
Prev: #26
2.5 598 16.5%
P
S
4,222 $2,891,935 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JOBY
JOBY AVIATION I...
Industrials 0.00% 0.05%
Sold All 😨
(Was: #211)
0.3 -6,570 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WSM
WILLIAMS SONOMA...
Consumer Cyclical 0.00% 0.05%
Sold All 😨
(Was: #217)
0.3 -515 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CVLT
COMMVAULT SYS I...
Technology 0.00% 0.04%
Sold All 😨
(Was: #233)
0.3 -448 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CIEN
CIENA CORP
Technology 0.00% 0.04%
Sold All 😨
(Was: #244)
0.3 -542 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CLF
CLEVELAND-CLIFF...
Basic Materials 0.00% 0.03%
Sold All 😨
(Was: #257)
0.3 -5,610 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VSDB
VANGUARD MALVER...
ETF 0.00% 0.03%
Sold All 😨
(Was: #278)
0.3 -732 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AAP
ADVANCE AUTO PA...
Consumer Cyclical 0.00% 0.03%
Sold All 😨
(Was: #279)
0.3 -912 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MGNI
MAGNITE INC
Communication Services 0.00% 0.03%
Sold All 😨
(Was: #280)
0.3 -2,570 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BBWI
BATH & BODY WOR...
Consumer Cyclical 0.00% 0.03%
Sold All 😨
(Was: #281)
0.3 -2,167 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MOS
MOSAIC CO NEW
Basic Materials 0.00% 0.02%
Sold All 😨
(Was: #285)
0.3 -1,581 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
INVX
INNOVEX INTERNA...
Energy 0.00% 0.02%
Sold All 😨
(Was: #289)
0.3 -2,850 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TTE
TOTALENERGIES S...
Energy 0.00% 0.02%
Sold All 😨
(Was: #291)
0.3 -856 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BND
VANGUARD BD IND...
ETF 0.00% 0.02%
Sold All 😨
(Was: #300)
0.3 -625 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ACWI
ISHARES TR
ETF 0.00% 0.02%
Sold All 😨
(Was: #312)
0.3 -288 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HTLD
HEARTLAND EXPRE...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #348)
0.3 -2,863 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LBRDK
LIBERTY BROADBA...
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #399)
0.3 -250 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IIPR
INNOVATIVE INDL...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #449)
0.3 -191 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FFIV
F5 INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #477)
0.3 -26 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RH
RH
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #481)
0.3 -40 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GDDY
GODADDY INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #496)
0.3 -53 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
COO
COOPER COS INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #502)
0.3 -104 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IAU
ISHARES GOLD TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #512)
0.3 -88 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
POOL
POOL CORP
Industrials 0.00% 0.00%
Sold All 😨
(Was: #535)
0.3 -17 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GIS
GENERAL MLS INC
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #552)
0.3 -89 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TTD
THE TRADE DESK ...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #562)
0.3 -83 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SHCO
SOHO HOUSE & CO...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #566)
0.3 -447 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RMD
RESMED INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #575)
0.3 -13 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BUD
ANHEUSER BUSCH ...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #580)
0.3 -56 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DTCR
GLOBAL X FDS
Unknown 0.00% 0.00%
Sold All 😨
(Was: #581)
0.3 -158 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CLX
CLOROX CO DEL
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #587)
0.3 -25 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SRVR
PACER FDS TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #590)
0.3 -96 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DBRG
DIGITALBRIDGE G...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #593)
0.3 -252 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ACHR
ARCHER AVIATION...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #595)
0.3 -300 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WY
WEYERHAEUSER CO...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #619)
0.3 -101 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MTN
VAIL RESORTS IN...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #622)
0.3 -16 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FBIN
FORTUNE BRANDS ...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #625)
0.3 -46 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MDB
MONGODB INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #629)
0.3 -8 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IT
GARTNER INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #632)
0.3 -9 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HSIC
HENRY SCHEIN IN...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #643)
0.3 -32 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VBTX
VERITEX HLDGS I...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #647)
0.3 -62 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DXCM
DEXCOM INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #667)
0.3 -23 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VKTX
VIKING THERAPEU...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #685)
0.3 -50 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DOC
HEALTHPEAK PROP...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #711)
0.3 -50 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KMX
CARMAX INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #714)
0.3 -21 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PRGS
PROGRESS SOFTWA...
Technology 0.00% 0.00%
Sold All 😨
(Was: #720)
0.3 -18 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPSC
SPS COMM INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #721)
0.3 -8 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ASTH
ASTRANA HEALTH ...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #722)
0.3 -27 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LMAT
LEMAITRE VASCUL...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #723)
0.3 -9 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SONO
SONOS INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #724)
0.3 -46 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ATKR
ATKORE INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #726)
0.3 -11 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BRBR
BELLRING BRANDS...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #727)
0.3 -19 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SYNA
SYNAPTICS INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #728)
0.3 -9 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SM
SM ENERGY CO
Energy 0.00% 0.00%
Sold All 😨
(Was: #729)
0.3 -25 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UFPI
UFP INDUSTRIES ...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #730)
0.3 -7 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SAIA
SAIA INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #732)
0.3 -2 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HAE
HAEMONETICS COR...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #734)
0.3 -11 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KWR
QUAKER HOUGHTON
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #735)
0.3 -4 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PTEN
PATTERSON-UTI E...
Energy 0.00% 0.00%
Sold All 😨
(Was: #736)
0.3 -99 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DOW
DOW INC
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #739)
0.3 -15 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VTRS
VIATRIS INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #743)
0.3 -20 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DDD
3-D SYS CORP DE...
Technology 0.00% 0.00%
Sold All 😨
(Was: #749)
0.3 -27 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BYND
BEYOND MEAT INC
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #757)
0.3 -6 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
INVO FERTILITY ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #760)
0.3 -1 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 828 holdings

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