Westfuller Advisors, LLC Top Holdings and 13F Report (2026) About Westfuller Advisors, LLCInvestment ActivityWestfuller Advisors, LLC has $231.70 million in total holdings as of March 31, 2026.Westfuller Advisors, LLC owns shares of 756 different stocks, but just 64 companies or ETFs make up 80% of its holdings.Approximately 5.57% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Westfuller Advisors, LLC has purchased 761 new stocks and bought additional shares in 235 stocks.Westfuller Advisors, LLC sold shares of 315 stocks and completely divested from 44 stocks this quarter.Largest Holdings iShares 0-3 Month Treasury Bond ETF $24,064,079iShares U.S. Treasury Bond ETF $8,646,553Vanguard S&P 500 ETF $8,399,944NVIDIA $7,583,794Apple $7,439,337 Largest New Holdings this Quarter 032108557 - AMPLIFY ETF TR $133,939 Holding04626A103 - ASTERA LABS INC $73,103 Holding65290E101 - Nextpower $66,303 Holding56170L695 - MANAGER DIRECTED PORTFOLIOS $57,053 HoldingG0593M107 - AstraZeneca $32,652 Holding Largest Purchases this Quarter iShares U.S. Treasury Bond ETF 100,583 shares (about $2.30M)iShares Core U.S. Aggregate Bond ETF 13,272 shares (about $1.32M)International Business Machines 3,947 shares (about $956.66K)iShares Environmentally Aware Real Estate ETF 28,910 shares (about $784.27K)iShares Gold Trust Micro 13,394 shares (about $625.50K) Largest Sales this Quarter Blackstone 127 shares (about $∞T)Match Group 49 shares (about $∞T)Broadridge Financial Solutions 63 shares (about $∞T)Jacobs Solutions 24 shares (about $∞T)Skyworks Solutions 7 shares (about $∞T) 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 PortfolioSectorSGOViShares 0-3 Month Treasury Bond ETF$24,064,079$1,166,448 â–¼-4.6%239,06310.4%ETFGOVTiShares U.S. Treasury Bond ETF$8,646,553$2,304,356 â–²36.3%377,4143.7%ETFVOOVanguard S&P 500 ETF$8,399,944$81,866 â–²1.0%14,0573.6%ETFNVDANVIDIA$7,583,794$325,795 â–²4.5%43,4833.3%Computer and TechnologyAAPLApple$7,439,337$316,476 â–¼-4.1%29,3133.2%Computer and TechnologyNUBDNuveen ESG U.S. Aggregate Bond ETF$7,041,313$44,998 â–²0.6%317,0333.0%ETFIEFAiShares Core MSCI EAFE ETF$5,879,757$327,176 â–²5.9%64,9482.5%ETFAMZNAmazon.com$5,765,938$305,531 â–¼-5.0%27,6852.5%Retail/WholesaleAGGiShares Core U.S. Aggregate Bond ETF$4,954,011$1,317,522 â–²36.2%49,9042.1%FinanceVSGXVanguard ESG International Stock ETF$4,623,605$1,347,960 â–¼-22.6%64,4582.0%ETFGLDSPDR Gold Shares$4,083,461$335,197 â–¼-7.6%9,4901.8%FinanceCMFiShares California Muni Bond ETF$3,926,962$207,140 â–²5.6%69,0641.7%ETFWOMNImpact Shares Womens Empowerment ETF$3,438,318$10,805 â–²0.3%86,8751.5%ETFIVViShares Core S&P 500 ETF$3,260,204$502,324 â–²18.2%4,9911.4%ETFEA SERIES TRUST$2,996,956$72,278 â–²2.5%111,7471.3%STANCE SUSTAINABGOOGLAlphabet$2,949,383$3,451 â–²0.1%10,2571.3%Computer and TechnologyESGVVanguard ESG U.S. Stock ETF$2,903,270$2,488,212 â–¼-46.2%25,8601.3%ETFBRK.BBerkshire Hathaway$2,899,639$479 â–²0.0%6,0511.3%FinanceBIVVanguard Intermediate-Term Bond ETF$2,779,684$106,199 â–¼-3.7%36,0161.2%ETFQQQInvesco QQQ$2,779,448$501,524 â–¼-15.3%4,8161.2%FinanceBSVVanguard Short-Term Bond ETF$2,776,560$336,691 â–¼-10.8%35,4111.2%ETFJSTCAdasina Social Justice All Cap Global ETF$2,710,419$102,362 â–²3.9%139,0671.2%ETFGOOGAlphabet$2,663,711$518,629 â–¼-16.3%9,2861.1%Computer and TechnologyDMXFiShares ESG Advanced MSCI EAFE ETF$2,442,9670.0%32,3791.1%ManufacturingAVGOBroadcom$2,359,784$11,143 â–²0.5%7,6241.0%Computer and TechnologyEAGGiShares ESG Aware U.S. Aggregate Bond ETF$2,316,895$1,530,601 â–¼-39.8%48,7251.0%ETFJPMJPMorgan Chase & Co.$2,278,770$246,202 â–²12.1%7,7471.0%FinanceDGROiShares Core Dividend Growth ETF$2,250,860$103,444 â–¼-4.4%32,0731.0%ETFMSFTMicrosoft$2,246,170$239,868 â–¼-9.6%6,0681.0%Computer and TechnologyVXUSVanguard Total International Stock ETF$2,037,629$53,283 â–²2.7%26,4250.9%ETFVTIVanguard Total Stock Market ETF$2,012,035$15,077 â–¼-0.7%6,2720.9%ETFNYFiShares New York Muni Bond ETF$2,002,155$582,410 â–¼-22.5%37,6910.9%ETFLLYEli Lilly and Company$1,989,222$114,038 â–¼-5.4%2,1630.9%MedicalSPYSPDR S&P 500 ETF Trust$1,960,726$181,923 â–²10.2%3,0070.8%FinanceJNJJohnson & Johnson$1,817,198$2,200 â–¼-0.1%7,4340.8%MedicalIGROiShares International Dividend Growth ETF$1,729,235$127,496 â–¼-6.9%20,6430.7%ETFGSThe Goldman Sachs Group$1,665,479$33,834 â–¼-2.0%1,9690.7%FinanceVYMVanguard High Dividend Yield ETF$1,664,954$59,092 â–²3.7%11,2420.7%Financial ServicesNUSCNuveen ESG Small-Cap ETF$1,652,855$1,127 â–²0.1%36,6810.7%ETFIAUMiShares Gold Trust Micro$1,642,208$625,501 â–²61.5%35,1650.7%FinanceVMBSVanguard Mortgage-Backed Securities ETF$1,576,622$185,217 â–¼-10.5%33,5810.7%ETFXMHQInvesco S&P MidCap Quality ETF$1,530,056$52,408 â–¼-3.3%14,8020.7%ETFLAM RESEARCH CORP$1,463,988$78,932 â–²5.7%6,8440.6%COM NEWERETiShares Environmentally Aware Real Estate ETF$1,458,963$784,266 â–²116.2%53,7810.6%ETFVEUVanguard FTSE All-World ex-US ETF$1,441,456$553,257 â–²62.3%19,1940.6%ETFJQUAJPMorgan U.S. Quality Factor ETF$1,404,592$3,986 â–²0.3%22,9060.6%ETFVANGUARD INSTL INDEX FD$1,366,496$1,883,651 â–¼-58.0%18,0630.6%0-3 MO TREAS BILNACPImpact Shares NAACP Minority Empowerment ETF$1,264,5930.0%26,1500.5%ETFVXFVanguard Extended Market ETF$1,245,537$422,108 â–²51.3%6,0520.5%ETFUNPUnion Pacific$1,224,335$183,189 â–¼-13.0%5,0460.5%TransportationNUEMNuveen ESG Emerging Markets Equity ETF$1,168,941$8,413 â–²0.7%31,8180.5%ETFIBMInternational Business Machines$1,135,539$956,664 â–²534.8%4,6850.5%Computer and TechnologyBNDXVanguard Total International Bond ETF$1,085,333$84,326 â–²8.4%22,5880.5%ETFCOSTCostco Wholesale$1,012,284$98,638 â–¼-8.9%1,0160.4%Retail/WholesaleSBUXStarbucks$1,004,530$55,185 â–¼-5.2%11,2130.4%Retail/WholesaleMETAMeta Platforms$995,595$2,289 â–²0.2%1,7400.4%Computer and TechnologyPEPPepsiCo$957,778$6,677 â–¼-0.7%6,1680.4%Consumer StaplesSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$946,154$87,438 â–²10.2%28,2100.4%ETFAXPAmerican Express$940,013$4,234 â–²0.5%3,1080.4%FinanceSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$932,402$206,588 â–²28.5%37,1990.4%ManufacturingDISWalt Disney$895,122$11,373 â–¼-1.3%9,2870.4%Consumer DiscretionaryVNQVanguard Real Estate ETF$849,907$69,096 â–²8.8%9,5820.4%ETFPANWPalo Alto Networks$792,614$8,978 â–¼-1.1%4,9440.3%Computer and TechnologyIWMiShares Russell 2000 ETF$747,686$1,488 â–²0.2%3,0150.3%FinanceVTWOVanguard Russell 2000 ETF$703,113$92,059 â–²15.1%7,0190.3%ETFBKBNY$686,050$2,373 â–²0.3%5,7830.3%FinanceTMOThermo Fisher Scientific$659,905$6,889 â–¼-1.0%1,3410.3%MedicalNULGNuveen ESG Large-Cap Growth ETF$638,2830.0%7,0190.3%ETFIWFiShares Russell 1000 Growth ETF$619,613$426 â–²0.1%1,4530.3%ETFSPEMSPDR Portfolio Emerging Markets ETF$596,607$342,493 â–²134.8%12,7180.3%ETFCVLCCalvert US Large-Cap Core Responsible Index ETF$596,463$1,201 â–²0.2%7,4500.3%ETFWMGWarner Music Group$586,9100.0%22,9800.3%Consumer DiscretionaryHONHoneywell International$573,195$73,232 â–²14.6%2,5360.2%Multi-Sector ConglomeratesTLTiShares 20+ Year Treasury Bond ETF$557,611$2,254 â–²0.4%6,4320.2%ETFREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$557,417$3,370 â–²0.6%6,4510.2%ETFMAMastercard$544,749$13,494 â–¼-2.4%1,0900.2%Business ServicesEDConsolidated Edison$534,583$503,343 â–²1,611.2%4,7230.2%UtilitiesBILSPDR Bloomberg 1-3 Month T-Bill ETF$522,331$180,525 â–¼-25.7%5,7000.2%ETFVEAVanguard FTSE Developed Markets ETF$502,973$71,963 â–²16.7%7,8490.2%ETFTSMTaiwan Semiconductor Manufacturing$487,601$339 â–¼-0.1%1,4390.2%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$466,231$4,624 â–¼-1.0%5,6460.2%ManufacturingVUGVanguard Growth ETF$451,154$14,412 â–¼-3.1%1,0330.2%ETFVVisa$451,081$354,334 â–¼-44.0%1,4920.2%Business ServicesVGITVanguard Intermediate-Term Treasury ETF$450,627$6,968 â–²1.6%7,5670.2%ETFTIPiShares TIPS Bond ETF$447,634$225,031 â–¼-33.5%4,0560.2%ETFHDHome Depot$447,167$11,508 â–²2.6%1,3600.2%Retail/WholesaleCSCOCisco Systems$446,790$12,958 â–¼-2.8%5,7580.2%Computer and TechnologyCMCSAComcast$436,138$4,249 â–¼-1.0%15,1910.2%Consumer DiscretionaryIYWiShares U.S. Technology ETF$422,651$181 â–²0.0%2,3300.2%ManufacturingEFAiShares MSCI EAFE ETF$412,425$146,282 â–²55.0%4,2460.2%FinanceMRKMerck & Co., Inc.$370,749$6,540 â–²1.8%3,0610.2%MedicalVIGVanguard Dividend Appreciation ETF$366,913$31,831 â–¼-8.0%1,7060.2%ETFEFGiShares MSCI EAFE Growth ETF$366,6300.0%3,2920.2%ETFAMATApplied Materials$364,855$66,337 â–¼-15.4%1,0670.2%Computer and TechnologyNXPINXP Semiconductors$359,374$7,916 â–¼-2.2%1,8160.2%Computer and TechnologyVFHVanguard Financials ETF$354,512$33,711 â–¼-8.7%2,9340.2%ETFANGLOGOLD ASHANTI PLC$353,609$6,426 â–¼-1.8%3,6320.2%COM SHSNSCNorfolk Southern$352,248$6,316 â–²1.8%1,2270.2%TransportationBNBrookfield$349,7010.0%8,6410.2%FinanceCBChubb$346,957$145,519 â–¼-29.5%1,0610.1%FinanceShowing largest 100 holdings. 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