Westfuller Advisors

New York, NYfiles as Westfuller Advisors, LLC

$275m in 752 US stocks at the end of 30 June 2026. The top 10 are 30.8% of the money. It changed about 18.6% of the portfolio this quarter.

Value

$275m

Stocks

752

Top 10 share

30.8%

Turnover

18.6%

What changed this quarter

New

Bought for the first time this quarter.

JabilJBL
0.1% of the fund
Ishares TRIWR
0.1% of the fund
Honeywell InternationalHON
0.1% of the fund
Honeywell AerospaceHONA
0.1% of the fund
Bondbloxx ETF TrustXHLF
<0.1% of the fund
Spdr Series TrustSLYG
<0.1% of the fund
J P Morgan Exchange Traded FJMST
<0.1% of the fund
Avery DennisonAVY
<0.1% of the fund
Broadridge Financial SolutionsBR
<0.1% of the fund
Microchip TechnologyMCHP
<0.1% of the fund
Ishares TRQUAL
<0.1% of the fund
Robinhood MarketsHOOD
<0.1% of the fund
Veeco InstrumentsVECO
<0.1% of the fund
AMN Healthcare ServicesAMN
<0.1% of the fund
Ishares TRGVI
<0.1% of the fund
Herc HoldingsHRI
<0.1% of the fund
Ishares TRDSI
<0.1% of the fund
BlackstoneBX
<0.1% of the fund
Ishares TRSUSA
<0.1% of the fund
DuPont de NemoursDD
<0.1% of the fund
3MMMM
<0.1% of the fund
Ishares TRMTUM
<0.1% of the fund
Ishares TRIJR
<0.1% of the fund
Waste ManagementWM
<0.1% of the fund
CopartCPRT
<0.1% of the fund

Added

Bought more of a stock they already held.

State STR Spdr S&P 500 ETF TSPY
4.4% of the fund
+435%
Ishares TRGOVT
3.6% of the fund
+16%
AppleAAPL
3.6% of the fund
+16%
Vanguard Scottsdale FDSVONG
2.8% of the fund
+302400%
Amazon.comAMZN
2.5% of the fund
+3%
Vanguard World FDVSGX
2.4% of the fund
+25%
Ishares TRAGG
2.3% of the fund
+25%
Vanguard World FDESGV
2.0% of the fund
+62%
Morgan Stanley ETF TrustCVLC
1.7% of the fund
+574%
AlphabetGOOG
1.7% of the fund
+44%
AlphabetGOOGL
1.6% of the fund
+19%
Ishares TREAGG
1.6% of the fund
+87%
Ishares TRIVV
1.4% of the fund
+2%
Ishares TREFG
1.3% of the fund
+755%
MicrosoftMSFT
1.2% of the fund
+51%
Tidal Trust IJSTC
1.2% of the fund
+7%
JPMorgan ChaseJPM
1.2% of the fund
+33%
Berkshire HathawayBRK-B
1.2% of the fund
+6%
Vanguard BD Index FDSBSV
1.0% of the fund
+3%
Johnson & JohnsonJNJ
1.0% of the fund
+40%
Nushares ETF TRNUSC
1.0% of the fund
+37%
Ishares TRDGRO
0.9% of the fund
+3%
Ishares TRERET
0.7% of the fund
+32%
Ishares Gold Trust MicroIAUM
0.7% of the fund
+27%
Palo Alto NetworksPANW
0.6% of the fund
+4%

Cut

Sold some of their stake.

Vanguard Index FDSVOO
3.4% of the fund
-2%
EA Series TrustCHGX
1.3% of the fund
-6%
Invesco QQQ TRQQQ
1.2% of the fund
-5%
Lam ResearchLRCX
1.0% of the fund
-5%
Eli LillyLLY
0.9% of the fund
-3%
Ishares TRNYF
0.6% of the fund
-14%
Vanguard Whitehall FDSVYM
0.6% of the fund
-15%
Invesco Exchange Traded FD TXMHQ
0.5% of the fund
-14%
Vanguard Index FDSVXF
0.5% of the fund
-10%
Vanguard Index FDSVNQ
0.3% of the fund
-3%
Spdr Series TrustSPIB
0.3% of the fund
-5%
Bank of New York MellonBNY
0.3% of the fund
-7%
Ishares TRSUSB
0.3% of the fund
-20%
Applied MaterialsAMAT
0.3% of the fund
-11%
IntelINTC
0.2% of the fund
-13%
Vanguard Scottsdale FDSVGIT
0.1% of the fund
-21%
Vanguard MUN BD FDSVTEB
0.1% of the fund
-2%
Ishares TRTIP
0.1% of the fund
-25%
Spdr Series TrustBIL
0.1% of the fund
-38%
Vanguard Specialized FundsVIG
0.1% of the fund
-23%
Vanguard World FDVFH
0.1% of the fund
-25%
Select Sector Spdr TRXLI
<0.1% of the fund
-11%
W.W. GraingerGWW
<0.1% of the fund
-3%
CumminsCMI
<0.1% of the fund
-6%
Intuitive SurgicalISRG
<0.1% of the fund
-5%

Sold out

Sold their entire stake.

Ishares TRSGOV
-100%
Vanguard Instl Index FDVBIL
-100%
Honeywell InternationalHON
-100%
Vanguard Index FDSVBK
-100%
HubspotHUBS
-100%
Palantir TechnologiesPLTR
-100%
NextpowerNXT
-100%
DuPont de NemoursDD
-100%
Vanguard World FDVCR
-100%
Vanguard World FDVIS
-100%
AppLovinAPP
-100%
Ishares TRICLN
-100%
Becton DickinsonBDX
-100%
Tractor SupplyTSCO
-100%
Vanguard World FDVDE
-100%
AutozoneAZO
-100%
NVRNVR
-100%
Martin Marietta MaterialsMLM
-100%
Phillips 66PSX
-100%
GoDaddyGDDY
-100%
FiservFISV
-100%
Caci InternationalCACI
-100%
PTCPTC
-100%
Otis WorldwideOTIS
-100%
American Battery TechnologyABAT
-100%

Holdings

State STR Spdr S&P 500 ETF TSPY
Share
4.4%
Value
$12m
Shares
16,094
+435%
Ishares TRGOVT
Share
3.6%
Value
$10m
Shares
439,520
+16%
AppleAAPL
Share
3.6%
Value
$10m
Shares
33,909
+16%
Vanguard Index FDSVOO
Share
3.4%
Value
$9m
Shares
13,758
-2%
NvidiaNVDA
Share
3.2%
Value
$9m
Shares
43,871
Held
Vanguard Scottsdale FDSVONG
Share
2.8%
Value
$8m
Shares
60,500
+302400%
Nushares ETF TRNUBD
Share
2.5%
Value
$7m
Shares
313,124
Held
Amazon.comAMZN
Share
2.5%
Value
$7m
Shares
28,647
+3%
Vanguard World FDVSGX
Share
2.4%
Value
$7m
Shares
80,589
+25%
Ishares TRIEFA
Share
2.3%
Value
$6m
Shares
66,104
Held
Ishares TRAGG
Share
2.3%
Value
$6m
Shares
62,578
+25%
Vanguard World FDESGV
Share
2.0%
Value
$6m
Shares
42,011
+62%
Morgan Stanley ETF TrustCVLC
Share
1.7%
Value
$5m
Shares
50,220
+574%
AlphabetGOOG
Share
1.7%
Value
$5m
Shares
13,355
+44%
AlphabetGOOGL
Share
1.6%
Value
$4m
Shares
12,205
+19%
Ishares TREAGG
Share
1.6%
Value
$4m
Shares
91,000
+87%
Ishares TRCMF
Share
1.5%
Value
$4m
Shares
69,572
Held
Ishares TRIVV
Share
1.4%
Value
$4m
Shares
5,103
+2%
Tidal Trust IIIWOMN
Share
1.3%
Value
$4m
Shares
85,395
Held
Ishares TREFG
Share
1.3%
Value
$4m
Shares
28,159
+755%
EA Series TrustCHGX
Share
1.3%
Value
$3m
Shares
104,651
-6%
Spdr Gold TRGLD
Share
1.3%
Value
$3m
Shares
9,354
Held
MicrosoftMSFT
Share
1.2%
Value
$3m
Shares
9,159
+51%
Tidal Trust IJSTC
Share
1.2%
Value
$3m
Shares
148,136
+7%
Invesco QQQ TRQQQ
Share
1.2%
Value
$3m
Shares
4,590
-5%
JPMorgan ChaseJPM
Share
1.2%
Value
$3m
Shares
10,306
+33%
Berkshire HathawayBRK-B
Share
1.2%
Value
$3m
Shares
6,385
+6%
BroadcomAVGO
Share
1.1%
Value
$3m
Shares
7,743
Held
Vanguard BD Index FDSBSV
Share
1.0%
Value
$3m
Shares
36,374
+3%
Lam ResearchLRCX
Share
1.0%
Value
$3m
Shares
6,468
-5%
Vanguard BD Index FDSBIV
Share
1.0%
Value
$3m
Shares
35,449
Held
Ishares TRDMXF
Share
1.0%
Value
$3m
Shares
32,125
Held
Johnson & JohnsonJNJ
Share
1.0%
Value
$3m
Shares
10,413
+40%
Nushares ETF TRNUSC
Share
1.0%
Value
$3m
Shares
50,276
+37%
Eli LillyLLY
Share
0.9%
Value
$3m
Shares
2,096
-3%
Ishares TRDGRO
Share
0.9%
Value
$2m
Shares
32,935
+3%
Vanguard Index FDSVTI
Share
0.8%
Value
$2m
Shares
6,290
Held
Vanguard Star FDSVXUS
Share
0.8%
Value
$2m
Shares
26,542
Held
Ishares TRERET
Share
0.7%
Value
$2m
Shares
70,937
+32%
Goldman Sachs GroupGS
Share
0.7%
Value
$2m
Shares
1,971
Held
Ishares TRIGRO
Share
0.7%
Value
$2m
Shares
20,921
Held
Ishares Gold Trust MicroIAUM
Share
0.7%
Value
$2m
Shares
44,826
+27%
Palo Alto NetworksPANW
Share
0.6%
Value
$2m
Shares
5,158
+4%
Ishares TRNYF
Share
0.6%
Value
$2m
Shares
32,358
-14%
Tidal Trust IIINACP
Share
0.6%
Value
$2m
Shares
27,676
+6%
J P Morgan Exchange Traded FJQUA
Share
0.6%
Value
$2m
Shares
22,967
Held
Vanguard Intl Equity Index FVEU
Share
0.6%
Value
$2m
Shares
19,090
Held
Vanguard Scottsdale FDSVMBS
Share
0.6%
Value
$2m
Shares
33,553
Held
Vanguard Whitehall FDSVYM
Share
0.6%
Value
$2m
Shares
9,594
-15%
Union PacificUNP
Share
0.5%
Value
$1m
Shares
5,514
+9%
Invesco Exchange Traded FD TXMHQ
Share
0.5%
Value
$1m
Shares
12,729
-14%
Nushares ETF TRNUEM
Share
0.5%
Value
$1m
Shares
31,661
Held
Vanguard Index FDSVXF
Share
0.5%
Value
$1m
Shares
5,444
-10%
International Business MachinesIBM
Share
0.5%
Value
$1m
Shares
4,702
Held
Costco WholesaleCOST
Share
0.4%
Value
$1m
Shares
1,292
+27%
StarbucksSBUX
Share
0.4%
Value
$1m
Shares
11,787
+5%
Ishares TRIWM
Share
0.4%
Value
$1m
Shares
3,952
+31%
Vanguard Charlotte FDSBNDX
Share
0.4%
Value
$1m
Shares
22,744
Held
Vanguard Tax-Managed FDSVEA
Share
0.4%
Value
$1m
Shares
15,408
+96%
Advanced Micro DevicesAMD
Share
0.4%
Value
$1m
Shares
1,800
+280%
American ExpressAXP
Share
0.4%
Value
$1m
Shares
3,069
Held
Meta PlatformsMETA
Share
0.4%
Value
$988,400
Shares
1,755
Held
Walt DisneyDIS
Share
0.3%
Value
$946,178
Shares
9,754
+5%
PepsiCoPEP
Share
0.3%
Value
$900,923
Shares
6,654
+8%
Vanguard Index FDSVNQ
Share
0.3%
Value
$900,594
Shares
9,339
-3%
Spdr Series TrustSPIB
Share
0.3%
Value
$896,124
Shares
26,782
-5%
Vanguard Scottsdale FDSVTWO
Share
0.3%
Value
$864,382
Shares
7,119
Held
Nushares ETF TRNULG
Share
0.3%
Value
$821,612
Shares
7,019
Held
Bank of New York MellonBNY
Share
0.3%
Value
$773,679
Shares
5,350
-7%
Ishares TRSUSB
Share
0.3%
Value
$745,667
Shares
29,839
-20%
VisaV
Share
0.3%
Value
$745,119
Shares
2,172
+46%
Ishares TRIWF
Share
0.3%
Value
$722,363
Shares
5,818
Held
Cisco SystemsCSCO
Share
0.3%
Value
$717,262
Shares
6,106
+6%
Taiwan Semiconductor ManufacturingTSM
Share
0.3%
Value
$694,139
Shares
1,451
Held
Thermo Fisher ScientificTMO
Share
0.3%
Value
$689,649
Shares
1,374
+2%
Applied MaterialsAMAT
Share
0.3%
Value
$686,812
Shares
950
-11%
Spdr Index SHS FDSSPEM
Share
0.2%
Value
$683,932
Shares
13,208
+4%
Micron TechnologyMU
Share
0.2%
Value
$623,864
Shares
540
Held
Warner Music GroupWMG
Share
0.2%
Value
$622,070
Shares
22,980
Held
Proshares TRREGL
Share
0.2%
Value
$593,700
Shares
6,484
Held
Ishares TRIYW
Share
0.2%
Value
$587,784
Shares
2,330
Held
Ishares TRTLT
Share
0.2%
Value
$584,243
Shares
6,761
+5%
MastercardMA
Share
0.2%
Value
$580,986
Shares
1,131
+4%
Vanguard Index FDSVUG
Share
0.2%
Value
$534,291
Shares
6,203
Held
Consolidated EdisonED
Share
0.2%
Value
$534,265
Shares
4,829
+2%
NXP SemiconductorsNXPI
Share
0.2%
Value
$512,188
Shares
1,816
Held
IntelINTC
Share
0.2%
Value
$499,375
Shares
3,576
-13%
Home DepotHD
Share
0.2%
Value
$483,238
Shares
1,370
Held
Vanguard Intl Equity Index FVWO
Share
0.2%
Value
$480,572
Shares
8,051
+62%
Ishares TREFA
Share
0.2%
Value
$453,170
Shares
4,362
+3%
AbbVieABBV
Share
0.2%
Value
$414,776
Shares
1,648
+204%
WalmartWMT
Share
0.1%
Value
$402,483
Shares
3,554
+2439%
MerckMRK
Share
0.1%
Value
$390,108
Shares
3,016
Held
Norfolk SouthernNSC
Share
0.1%
Value
$378,732
Shares
1,204
Held
BrookfieldBN
Share
0.1%
Value
$368,345
Shares
8,649
Held
ComcastCMCSA
Share
0.1%
Value
$366,700
Shares
14,937
Held
Coca-ColaKO
Share
0.1%
Value
$366,611
Shares
4,482
+123%
JabilJBL
Share
0.1%
Value
$363,122
Shares
942
New
EatonETN
Share
0.1%
Value
$358,539
Shares
841
Held
ChubbCB
Share
0.1%
Value
$358,088
Shares
1,049
Held

Company	Share of fund	Value	Shares	Change
State STR Spdr S&P 500 ETF TSPY	4.4%	$12m	16,094	+435%
Ishares TRGOVT	3.6%	$10m	439,520	+16%
AppleAAPL	3.6%	$10m	33,909	+16%
Vanguard Index FDSVOO	3.4%	$9m	13,758	-2%
NvidiaNVDA	3.2%	$9m	43,871	Held
Vanguard Scottsdale FDSVONG	2.8%	$8m	60,500	+302400%
Nushares ETF TRNUBD	2.5%	$7m	313,124	Held
Amazon.comAMZN	2.5%	$7m	28,647	+3%
Vanguard World FDVSGX	2.4%	$7m	80,589	+25%
Ishares TRIEFA	2.3%	$6m	66,104	Held
Ishares TRAGG	2.3%	$6m	62,578	+25%
Vanguard World FDESGV	2.0%	$6m	42,011	+62%
Morgan Stanley ETF TrustCVLC	1.7%	$5m	50,220	+574%
AlphabetGOOG	1.7%	$5m	13,355	+44%
AlphabetGOOGL	1.6%	$4m	12,205	+19%
Ishares TREAGG	1.6%	$4m	91,000	+87%
Ishares TRCMF	1.5%	$4m	69,572	Held
Ishares TRIVV	1.4%	$4m	5,103	+2%
Tidal Trust IIIWOMN	1.3%	$4m	85,395	Held
Ishares TREFG	1.3%	$4m	28,159	+755%
EA Series TrustCHGX	1.3%	$3m	104,651	-6%
Spdr Gold TRGLD	1.3%	$3m	9,354	Held
MicrosoftMSFT	1.2%	$3m	9,159	+51%
Tidal Trust IJSTC	1.2%	$3m	148,136	+7%
Invesco QQQ TRQQQ	1.2%	$3m	4,590	-5%
JPMorgan ChaseJPM	1.2%	$3m	10,306	+33%
Berkshire HathawayBRK-B	1.2%	$3m	6,385	+6%
BroadcomAVGO	1.1%	$3m	7,743	Held
Vanguard BD Index FDSBSV	1.0%	$3m	36,374	+3%
Lam ResearchLRCX	1.0%	$3m	6,468	-5%
Vanguard BD Index FDSBIV	1.0%	$3m	35,449	Held
Ishares TRDMXF	1.0%	$3m	32,125	Held
Johnson & JohnsonJNJ	1.0%	$3m	10,413	+40%
Nushares ETF TRNUSC	1.0%	$3m	50,276	+37%
Eli LillyLLY	0.9%	$3m	2,096	-3%
Ishares TRDGRO	0.9%	$2m	32,935	+3%
Vanguard Index FDSVTI	0.8%	$2m	6,290	Held
Vanguard Star FDSVXUS	0.8%	$2m	26,542	Held
Ishares TRERET	0.7%	$2m	70,937	+32%
Goldman Sachs GroupGS	0.7%	$2m	1,971	Held
Ishares TRIGRO	0.7%	$2m	20,921	Held
Ishares Gold Trust MicroIAUM	0.7%	$2m	44,826	+27%
Palo Alto NetworksPANW	0.6%	$2m	5,158	+4%
Ishares TRNYF	0.6%	$2m	32,358	-14%
Tidal Trust IIINACP	0.6%	$2m	27,676	+6%
J P Morgan Exchange Traded FJQUA	0.6%	$2m	22,967	Held
Vanguard Intl Equity Index FVEU	0.6%	$2m	19,090	Held
Vanguard Scottsdale FDSVMBS	0.6%	$2m	33,553	Held
Vanguard Whitehall FDSVYM	0.6%	$2m	9,594	-15%
Union PacificUNP	0.5%	$1m	5,514	+9%
Invesco Exchange Traded FD TXMHQ	0.5%	$1m	12,729	-14%
Nushares ETF TRNUEM	0.5%	$1m	31,661	Held
Vanguard Index FDSVXF	0.5%	$1m	5,444	-10%
International Business MachinesIBM	0.5%	$1m	4,702	Held
Costco WholesaleCOST	0.4%	$1m	1,292	+27%
StarbucksSBUX	0.4%	$1m	11,787	+5%
Ishares TRIWM	0.4%	$1m	3,952	+31%
Vanguard Charlotte FDSBNDX	0.4%	$1m	22,744	Held
Vanguard Tax-Managed FDSVEA	0.4%	$1m	15,408	+96%
Advanced Micro DevicesAMD	0.4%	$1m	1,800	+280%
American ExpressAXP	0.4%	$1m	3,069	Held
Meta PlatformsMETA	0.4%	$988,400	1,755	Held
Walt DisneyDIS	0.3%	$946,178	9,754	+5%
PepsiCoPEP	0.3%	$900,923	6,654	+8%
Vanguard Index FDSVNQ	0.3%	$900,594	9,339	-3%
Spdr Series TrustSPIB	0.3%	$896,124	26,782	-5%
Vanguard Scottsdale FDSVTWO	0.3%	$864,382	7,119	Held
Nushares ETF TRNULG	0.3%	$821,612	7,019	Held
Bank of New York MellonBNY	0.3%	$773,679	5,350	-7%
Ishares TRSUSB	0.3%	$745,667	29,839	-20%
VisaV	0.3%	$745,119	2,172	+46%
Ishares TRIWF	0.3%	$722,363	5,818	Held
Cisco SystemsCSCO	0.3%	$717,262	6,106	+6%
Taiwan Semiconductor ManufacturingTSM	0.3%	$694,139	1,451	Held
Thermo Fisher ScientificTMO	0.3%	$689,649	1,374	+2%
Applied MaterialsAMAT	0.3%	$686,812	950	-11%
Spdr Index SHS FDSSPEM	0.2%	$683,932	13,208	+4%
Micron TechnologyMU	0.2%	$623,864	540	Held
Warner Music GroupWMG	0.2%	$622,070	22,980	Held
Proshares TRREGL	0.2%	$593,700	6,484	Held
Ishares TRIYW	0.2%	$587,784	2,330	Held
Ishares TRTLT	0.2%	$584,243	6,761	+5%
MastercardMA	0.2%	$580,986	1,131	+4%
Vanguard Index FDSVUG	0.2%	$534,291	6,203	Held
Consolidated EdisonED	0.2%	$534,265	4,829	+2%
NXP SemiconductorsNXPI	0.2%	$512,188	1,816	Held
IntelINTC	0.2%	$499,375	3,576	-13%
Home DepotHD	0.2%	$483,238	1,370	Held
Vanguard Intl Equity Index FVWO	0.2%	$480,572	8,051	+62%
Ishares TREFA	0.2%	$453,170	4,362	+3%
AbbVieABBV	0.2%	$414,776	1,648	+204%
WalmartWMT	0.1%	$402,483	3,554	+2439%
MerckMRK	0.1%	$390,108	3,016	Held
Norfolk SouthernNSC	0.1%	$378,732	1,204	Held
BrookfieldBN	0.1%	$368,345	8,649	Held
ComcastCMCSA	0.1%	$366,700	14,937	Held
Coca-ColaKO	0.1%	$366,611	4,482	+123%
JabilJBL	0.1%	$363,122	942	New
EatonETN	0.1%	$358,539	841	Held
ChubbCB	0.1%	$358,088	1,049	Held

Showing the largest 100 of 752.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 56.6% since 30 June 2025.

Where the money is

Technology14.8%

Financial services5.4%

Media & telecom4.8%

Retail & consumer3.6%

Health care3.4%

Industrials3.0%

Everyday goods1.4%

Materials0.8%

Utilities0.7%

Real estate0.5%

Energy0.3%

Other61.5%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.