Westfuller Advisors, LLC Top Holdings and 13F Report (2026) About Westfuller Advisors, LLCInvestment ActivityWestfuller Advisors, LLC has $274.71 million in total holdings as of June 30, 2026.Westfuller Advisors, LLC owns shares of 765 different stocks, but just 65 companies or ETFs make up 80% of its holdings.Approximately 19.72% of the portfolio was purchased this quarter.About 11.77% of the portfolio was sold this quarter.This quarter, Westfuller Advisors, LLC has purchased 747 new stocks and bought additional shares in 260 stocks.Westfuller Advisors, LLC sold shares of 207 stocks and completely divested from 52 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $12,049,036iShares U.S. Treasury Bond ETF $10,012,274Apple $9,811,788Vanguard S&P 500 ETF $9,449,048NVIDIA $8,778,074 Largest New Holdings this Quarter 466313103 - Jabil $363,122 Holding464287499 - iShares Russell Mid-Cap ETF $320,590 Holding438516205 - HONEYWELL INTL INC $308,086 Holding43849R105 - HONEYWELL AEROSPACE INC $304,206 Holding09789C788 - BondBloxx Bloomberg Six Month Target Duration US Treasury ETF $253,449 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 13,087 shares (about $9.80M)Vanguard Russell 1000 Growth ETF 60,480 shares (about $7.73M)Calvert US Large-Cap Core Responsible Index ETF 42,770 shares (about $4.04M)iShares MSCI EAFE Growth ETF 24,867 shares (about $3.09M)Vanguard ESG U.S. Stock ETF 16,151 shares (about $2.14M) Largest Sales this Quarter iShares 1-3 Year Treasury Bond ETF 5,012 shares (about $411.77K)iShares New York Muni Bond ETF 5,333 shares (about $287.48K)Vanguard High Dividend Yield ETF 1,648 shares (about $260.44K)EA SERIES TRUST 7,096 shares (about $235.64K)Invesco S&P MidCap Quality ETF 2,073 shares (about $234.01K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWestfuller Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$12,049,036$9,797,796 ▲435.2%16,0944.4%ETFGOVTiShares U.S. Treasury Bond ETF$10,012,274$1,414,776 ▲16.5%439,5203.6%ETFAAPLApple$9,811,788$1,329,882 ▲15.7%33,9093.6%TechnologyVOOVanguard S&P 500 ETF$9,449,048$205,354 ▼-2.1%13,7583.4%ETFNVDANVIDIA$8,778,074$77,634 ▲0.9%43,8713.2%TechnologyVONGVanguard Russell 1000 Growth ETF$7,732,505$7,729,949 ▲302,400.0%60,5002.8%ETFNUBDNuveen ESG U.S. Aggregate Bond ETF$6,930,998$86,526 ▼-1.2%313,1242.5%ETFAMZNAmazon.com$6,827,772$229,285 ▲3.5%28,6472.5%Consumer DiscretionaryVSGXVanguard ESG International Stock ETF$6,635,722$1,328,231 ▲25.0%80,5892.4%ETFIEFAiShares Core MSCI EAFE ETF$6,384,320$111,646 ▲1.8%66,1042.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$6,193,928$1,254,464 ▲25.4%62,5782.3%ETFESGVVanguard ESG U.S. Stock ETF$5,555,493$2,135,792 ▲62.5%42,0112.0%ETFCVLCCalvert US Large-Cap Core Responsible Index ETF$4,744,285$4,040,483 ▲574.1%50,2201.7%ETFGOOGAlphabet$4,718,804$1,437,725 ▲43.8%13,3551.7%Communication ServicesGOOGLAlphabet$4,361,737$696,163 ▲19.0%12,2051.6%Communication ServicesEAGGiShares ESG Aware U.S. Aggregate Bond ETF$4,314,328$2,004,266 ▲86.8%91,0001.6%ETFCMFiShares California Muni Bond ETF$4,010,113$29,281 ▲0.7%69,5721.5%ETFIVViShares Core S&P 500 ETF$3,821,407$83,872 ▲2.2%5,1031.4%ETFWOMNImpact Shares Womens Empowerment ETF$3,620,951$62,756 ▼-1.7%85,3951.3%ETFEFGiShares MSCI EAFE Growth ETF$3,503,543$3,093,952 ▲755.4%28,1591.3%ETFEA SERIES TRUST$3,475,141$235,637 ▼-6.4%104,6511.3%STAN SU BETA ETFGLDSPDR Gold Shares$3,445,890$50,101 ▼-1.4%9,3541.3%ETFMSFTMicrosoft$3,416,509$1,153,011 ▲50.9%9,1591.2%TechnologyJSTCAdasina Social Justice All Cap Global ETF$3,389,345$207,498 ▲6.5%148,1361.2%ETFQQQInvesco QQQ$3,383,834$166,611 ▼-4.7%4,5901.2%ETFJPMJPMorgan Chase & Co.$3,373,556$837,661 ▲33.0%10,3061.2%FinanceBRK.BBerkshire Hathaway$3,194,990$167,130 ▲5.5%6,3851.2%FinanceAVGOBroadcom$2,924,905$44,952 ▲1.6%7,7431.1%TechnologyBSVVanguard Short-Term Bond ETF$2,833,909$75,028 ▲2.7%36,3741.0%ETFLAM RESEARCH CORP$2,804,566$163,036 ▼-5.5%6,4681.0%COM NEWBIVVanguard Intermediate-Term Bond ETF$2,718,910$43,488 ▼-1.6%35,4491.0%ETFDMXFiShares ESG Advanced MSCI EAFE ETF$2,717,741$21,488 ▼-0.8%32,1251.0%ETFJNJJohnson & Johnson$2,644,534$756,561 ▲40.1%10,4131.0%HealthcareNUSCNuveen ESG Small-Cap ETF$2,620,386$708,572 ▲37.1%50,2761.0%ETFLLYEli Lilly and Company$2,514,214$80,368 ▼-3.1%2,0960.9%HealthcareDGROiShares Core Dividend Growth ETF$2,496,123$65,330 ▲2.7%32,9350.9%ETFVTIVanguard Total Stock Market ETF$2,327,415$6,660 ▲0.3%6,2900.8%ETFVXUSVanguard Total International Stock ETF$2,269,035$10,002 ▲0.4%26,5420.8%ETFERETiShares Environmentally Aware Real Estate ETF$2,050,801$495,983 ▲31.9%70,9370.7%ETFGSThe Goldman Sachs Group$1,993,836$2,023 ▲0.1%1,9710.7%FinanceIGROiShares International Dividend Growth ETF$1,839,591$24,445 ▲1.3%20,9210.7%ETFIAUMiShares Gold Trust Micro$1,793,500$386,539 ▲27.5%44,8260.7%ETFPANWPalo Alto Networks$1,758,964$72,978 ▲4.3%5,1580.6%TechnologyNYFiShares New York Muni Bond ETF$1,744,260$287,476 ▼-14.1%32,3580.6%ETFNACPImpact Shares NAACP Minority Empowerment ETF$1,682,767$92,784 ▲5.8%27,6760.6%ETFJQUAJPMorgan U.S. Quality Factor ETF$1,660,074$4,409 ▲0.3%22,9670.6%ETFVEUVanguard FTSE All-World ex-US ETF$1,598,774$8,710 ▼-0.5%19,0900.6%ETFVMBSVanguard Mortgage-Backed Securities ETF$1,570,633$1,311 ▼-0.1%33,5530.6%ETFVYMVanguard High Dividend Yield ETF$1,516,161$260,437 ▼-14.7%9,5940.6%ETFUNPUnion Pacific$1,499,816$127,297 ▲9.3%5,5140.5%IndustrialsXMHQInvesco S&P MidCap Quality ETF$1,436,900$234,008 ▼-14.0%12,7290.5%ETFNUEMNuveen ESG Emerging Markets Equity ETF$1,343,584$6,663 ▼-0.5%31,6610.5%ETFVXFVanguard Extended Market ETF$1,340,405$149,700 ▼-10.0%5,4440.5%ETFIBMInternational Business Machines$1,322,214$4,780 ▲0.4%4,7020.5%TechnologyCOSTCostco Wholesale$1,208,258$258,111 ▲27.2%1,2920.4%Consumer StaplesSBUXStarbucks$1,204,465$58,655 ▲5.1%11,7870.4%Consumer DiscretionaryIWMiShares Russell 2000 ETF$1,187,374$281,521 ▲31.1%3,9520.4%ETFBNDXVanguard Total International Bond ETF$1,101,499$7,555 ▲0.7%22,7440.4%ETFVEAVanguard FTSE Developed Markets ETF$1,097,833$538,585 ▲96.3%15,4080.4%ETFAMDAdvanced Micro Devices$1,045,638$770,287 ▲279.7%1,8000.4%TechnologyAXPAmerican Express$1,037,962$13,190 ▼-1.3%3,0690.4%FinanceMETAMeta Platforms$988,400$8,448 ▲0.9%1,7550.4%Communication ServicesDISWalt Disney$946,178$45,301 ▲5.0%9,7540.3%Communication ServicesPEPPepsiCo$900,923$65,802 ▲7.9%6,6540.3%Consumer StaplesVNQVanguard Real Estate ETF$900,594$23,433 ▼-2.5%9,3390.3%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$896,124$47,781 ▼-5.1%26,7820.3%ETFVTWOVanguard Russell 2000 ETF$864,382$12,142 ▲1.4%7,1190.3%ETFNULGNuveen ESG Large-Cap Growth ETF$821,6120.0%7,0190.3%ETFBANK OF NY MELLON CORP$773,679$62,617 ▼-7.5%5,3500.3%COMSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$745,667$183,924 ▼-19.8%29,8390.3%ETFVVisa$745,119$233,279 ▲45.6%2,1720.3%FinanceIWFiShares Russell 1000 Growth ETF$722,363$541,958 ▲300.4%5,8180.3%ETFCSCOCisco Systems$717,262$40,879 ▲6.0%6,1060.3%TechnologyTSMTaiwan Semiconductor Manufacturing$694,139$5,741 ▲0.8%1,4510.3%TechnologyTMOThermo Fisher Scientific$689,649$16,564 ▲2.5%1,3740.3%HealthcareAMATApplied Materials$686,812$84,586 ▼-11.0%9500.3%TechnologySPEMSPDR Portfolio Emerging Markets ETF$683,932$25,373 ▲3.9%13,2080.2%ETFMUMicron Technology$623,864$4,621 ▼-0.7%5400.2%TechnologyWMGWarner Music Group$622,0700.0%22,9800.2%Communication ServicesREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$593,700$3,022 ▲0.5%6,4840.2%ETFIYWiShares U.S. Technology ETF$587,7840.0%2,3300.2%ETFTLTiShares 20+ Year Treasury Bond ETF$584,243$28,430 ▲5.1%6,7610.2%ETFMAMastercard$580,986$21,061 ▲3.8%1,1310.2%FinanceVUGVanguard Growth ETF$534,291$445,314 ▲500.5%6,2030.2%ETFEDConsolidated Edison$534,265$11,727 ▲2.2%4,8290.2%UtilitiesNXPINXP Semiconductors$512,1880.0%1,8160.2%TechnologyINTCIntel$499,375$73,873 ▼-12.9%3,5760.2%TechnologyHDHome Depot$483,238$3,527 ▲0.7%1,3700.2%Consumer DiscretionaryVWOVanguard FTSE Emerging Markets ETF$480,572$183,251 ▲61.6%8,0510.2%ETFEFAiShares MSCI EAFE ETF$453,170$12,051 ▲2.7%4,3620.2%ETFABBVAbbVie$414,776$278,111 ▲203.5%1,6480.2%HealthcareWALMART INC$402,483$386,628 ▲2,438.6%3,5540.1%COMMRKMerck & Co., Inc.$390,108$5,821 ▼-1.5%3,0160.1%HealthcareNSCNorfolk Southern$378,732$7,235 ▼-1.9%1,2040.1%IndustrialsBNBrookfield$368,345$341 ▲0.1%8,6490.1%FinanceCMCSAComcast$366,700$6,236 ▼-1.7%14,9370.1%Communication ServicesKOCocaCola$366,611$202,364 ▲123.2%4,4820.1%Consumer StaplesJBLJabil$363,122$363,122 ▲New Holding9420.1%TechnologyETNEaton$358,539$853 ▼-0.2%8410.1%IndustrialsCBChubb$358,088$4,096 ▼-1.1%1,0490.1%FinanceShowing largest 100 holdings. 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