Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $12M | 4.4% |
| iShares TRUS TREAS BD ETF | US TREAS BD ETF | $10M | 3.6% |
| Apple Inc.COM | COM | $9.81M | 3.6% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $9.45M | 3.4% |
| Nvidia CorporationCOM | COM | $8.78M | 3.2% |
| Vanguard Scottsdale FdsVNG RUS1000GRW | VNG RUS1000GRW | $7.73M | 2.8% |
| Nushares ETF TRNUVEEN ESG US | NUVEEN ESG US | $6.93M | 2.5% |
| Amazon Com Inc.COM | COM | $6.83M | 2.5% |
| Vanguard World FDESG INTL STK ETF | ESG INTL STK ETF | $6.64M | 2.4% |
| iShares TRCORE MSCI EAFE | CORE MSCI EAFE | $6.38M | 2.3% |
| iShares TRCORE US AGGBD ET | CORE US AGGBD ET | $6.19M | 2.3% |
| Vanguard World FDESG US STK ETF | ESG US STK ETF | $5.56M | 2.0% |
| Morgan Stanley ETF TrustCALVERT US LARCP | CALVERT US LARCP | $4.74M | 1.7% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $4.72M | 1.7% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $4.36M | 1.6% |
| iShares TRESG AWR US AGRGT | ESG AWR US AGRGT | $4.31M | 1.6% |
| iShares TRCALIF MUN BD ETF | CALIF MUN BD ETF | $4.01M | 1.5% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $3.82M | 1.4% |
| Tidal Trust IiiIMPA SHS WOM ETF | IMPA SHS WOM ETF | $3.62M | 1.3% |
| iShares TREAFE GRWTH ETF | EAFE GRWTH ETF | $3.5M | 1.3% |
| EA Series TrustSTAN SU BETA ETF | STAN SU BETA ETF | $3.48M | 1.3% |
| SPDR Gold TRGOLD SHS | GOLD SHS | $3.45M | 1.3% |
| Microsoft Corp.COM | COM | $3.42M | 1.2% |
| Tidal Trust IADASINA SOCIAL | ADASINA SOCIAL | $3.39M | 1.2% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $3.38M | 1.2% |
| JPMORGAN Chase & COCOM | COM | $3.37M | 1.2% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $3.19M | 1.2% |
| Broadcom Inc.COM | COM | $2.92M | 1.1% |
| Vanguard BD Index FdsSHORT TRM BOND | SHORT TRM BOND | $2.83M | 1.0% |
| Lam Research Corp.COM NEW | COM NEW | $2.8M | 1.0% |
| Vanguard BD Index FdsINTERMED TERM | INTERMED TERM | $2.72M | 1.0% |
| iShares TRESG EAFE ETF | ESG EAFE ETF | $2.72M | 1.0% |
| Johnson & JohnsonCOM | COM | $2.64M | 1.0% |
| Nushares ETF TRNUVEEN ESG SMLCP | NUVEEN ESG SMLCP | $2.62M | 1.0% |
| Eli Lilly & COCOM | COM | $2.51M | 0.9% |
| iShares TRCORE DIV GRWTH | CORE DIV GRWTH | $2.5M | 0.9% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $2.33M | 0.8% |
| Vanguard Star FdsVG TL INTL STK F | VG TL INTL STK F | $2.27M | 0.8% |
| iShares TRENVIR AWR RL EST | ENVIR AWR RL EST | $2.05M | 0.7% |
| Goldman Sachs Group Inc.COM | COM | $1.99M | 0.7% |
| iShares TRINTL DIV GRWTH | INTL DIV GRWTH | $1.84M | 0.7% |
| iShares Gold Trust MicroSHS REPSTG UN TR | SHS REPSTG UN TR | $1.79M | 0.7% |
| Palo Alto Networks Inc.COM | COM | $1.76M | 0.6% |
| iShares TRNEW YORK MUN ETF | NEW YORK MUN ETF | $1.74M | 0.6% |
| Tidal Trust IiiNAACP MINO ETF | NAACP MINO ETF | $1.68M | 0.6% |
| J P Morgan Exchange Traded FUS QUALTY FCTR | US QUALTY FCTR | $1.66M | 0.6% |
| Vanguard Intl Equity Index FALLWRLD EX US | ALLWRLD EX US | $1.6M | 0.6% |
| Vanguard Scottsdale FdsMTG-BKD SECS ETF | MTG-BKD SECS ETF | $1.57M | 0.6% |
| Vanguard Whitehall FdsHIGH DIV YLD | HIGH DIV YLD | $1.52M | 0.6% |
| Union Pac Corp.COM | COM | $1.5M | 0.5% |
State Str SPDR S&P 500 ETF TTR UNIT$12M
- Class
- TR UNIT
- Share
- 4.4%
iShares TRUS TREAS BD ETF$10M
- Class
- US TREAS BD ETF
- Share
- 3.6%
Apple Inc.COM$9.81M
- Class
- COM
- Share
- 3.6%
Vanguard Index FdsS&P 500 ETF SHS$9.45M
- Class
- S&P 500 ETF SHS
- Share
- 3.4%
Nvidia CorporationCOM$8.78M
- Class
- COM
- Share
- 3.2%
Vanguard Scottsdale FdsVNG RUS1000GRW$7.73M
- Class
- VNG RUS1000GRW
- Share
- 2.8%
Nushares ETF TRNUVEEN ESG US$6.93M
- Class
- NUVEEN ESG US
- Share
- 2.5%
Amazon Com Inc.COM$6.83M
- Class
- COM
- Share
- 2.5%
Vanguard World FDESG INTL STK ETF$6.64M
- Class
- ESG INTL STK ETF
- Share
- 2.4%
iShares TRCORE MSCI EAFE$6.38M
- Class
- CORE MSCI EAFE
- Share
- 2.3%
iShares TRCORE US AGGBD ET$6.19M
- Class
- CORE US AGGBD ET
- Share
- 2.3%
Vanguard World FDESG US STK ETF$5.56M
- Class
- ESG US STK ETF
- Share
- 2.0%
Morgan Stanley ETF TrustCALVERT US LARCP$4.74M
- Class
- CALVERT US LARCP
- Share
- 1.7%
Alphabet Inc.CAP STK CL C$4.72M
- Class
- CAP STK CL C
- Share
- 1.7%
Alphabet Inc.CAP STK CL A$4.36M
- Class
- CAP STK CL A
- Share
- 1.6%
iShares TRESG AWR US AGRGT$4.31M
- Class
- ESG AWR US AGRGT
- Share
- 1.6%
iShares TRCALIF MUN BD ETF$4.01M
- Class
- CALIF MUN BD ETF
- Share
- 1.5%
iShares TRCORE S&P500 ETF$3.82M
- Class
- CORE S&P500 ETF
- Share
- 1.4%
Tidal Trust IiiIMPA SHS WOM ETF$3.62M
- Class
- IMPA SHS WOM ETF
- Share
- 1.3%
iShares TREAFE GRWTH ETF$3.5M
- Class
- EAFE GRWTH ETF
- Share
- 1.3%
EA Series TrustSTAN SU BETA ETF$3.48M
- Class
- STAN SU BETA ETF
- Share
- 1.3%
SPDR Gold TRGOLD SHS$3.45M
- Class
- GOLD SHS
- Share
- 1.3%
Microsoft Corp.COM$3.42M
- Class
- COM
- Share
- 1.2%
Tidal Trust IADASINA SOCIAL$3.39M
- Class
- ADASINA SOCIAL
- Share
- 1.2%
Invesco Qqq TRUNIT SER 1$3.38M
- Class
- UNIT SER 1
- Share
- 1.2%
JPMORGAN Chase & COCOM$3.37M
- Class
- COM
- Share
- 1.2%
Berkshire Hathaway Inc. DelCL B NEW$3.19M
- Class
- CL B NEW
- Share
- 1.2%
Broadcom Inc.COM$2.92M
- Class
- COM
- Share
- 1.1%
Vanguard BD Index FdsSHORT TRM BOND$2.83M
- Class
- SHORT TRM BOND
- Share
- 1.0%
Lam Research Corp.COM NEW$2.8M
- Class
- COM NEW
- Share
- 1.0%
Vanguard BD Index FdsINTERMED TERM$2.72M
- Class
- INTERMED TERM
- Share
- 1.0%
iShares TRESG EAFE ETF$2.72M
- Class
- ESG EAFE ETF
- Share
- 1.0%
Johnson & JohnsonCOM$2.64M
- Class
- COM
- Share
- 1.0%
Nushares ETF TRNUVEEN ESG SMLCP$2.62M
- Class
- NUVEEN ESG SMLCP
- Share
- 1.0%
Eli Lilly & COCOM$2.51M
- Class
- COM
- Share
- 0.9%
iShares TRCORE DIV GRWTH$2.5M
- Class
- CORE DIV GRWTH
- Share
- 0.9%
Vanguard Index FdsTOTAL STK MKT$2.33M
- Class
- TOTAL STK MKT
- Share
- 0.8%
Vanguard Star FdsVG TL INTL STK F$2.27M
- Class
- VG TL INTL STK F
- Share
- 0.8%
iShares TRENVIR AWR RL EST$2.05M
- Class
- ENVIR AWR RL EST
- Share
- 0.7%
Goldman Sachs Group Inc.COM$1.99M
- Class
- COM
- Share
- 0.7%
iShares TRINTL DIV GRWTH$1.84M
- Class
- INTL DIV GRWTH
- Share
- 0.7%
iShares Gold Trust MicroSHS REPSTG UN TR$1.79M
- Class
- SHS REPSTG UN TR
- Share
- 0.7%
Palo Alto Networks Inc.COM$1.76M
- Class
- COM
- Share
- 0.6%
iShares TRNEW YORK MUN ETF$1.74M
- Class
- NEW YORK MUN ETF
- Share
- 0.6%
Tidal Trust IiiNAACP MINO ETF$1.68M
- Class
- NAACP MINO ETF
- Share
- 0.6%
J P Morgan Exchange Traded FUS QUALTY FCTR$1.66M
- Class
- US QUALTY FCTR
- Share
- 0.6%
Vanguard Intl Equity Index FALLWRLD EX US$1.6M
- Class
- ALLWRLD EX US
- Share
- 0.6%
Vanguard Scottsdale FdsMTG-BKD SECS ETF$1.57M
- Class
- MTG-BKD SECS ETF
- Share
- 0.6%
Vanguard Whitehall FdsHIGH DIV YLD$1.52M
- Class
- HIGH DIV YLD
- Share
- 0.6%
Union Pac Corp.COM$1.5M
- Class
- COM
- Share
- 0.5%
The share class is shown on a wider screen.
The 50 largest of 765 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2024115
- File number
- 028-24427
- Options
- 0 call, 0 put
- In the 25 largest
- 53.4%
- Prior quarter
- $232M at 31 March 2026
- Positions opened
- 61
- Positions closed
- 52
Common questions
What are Westfuller Advisors’ 13F holdings worth?
$275 million across 765 positions for the quarter ended 30 June 2026.
What is Westfuller Advisors’ largest 13F holding?
STATE STR SPDR S&P 500 ETF T (TR UNIT) was the largest position at $12 million, or 4.4% of reported 13F value, as of 30 June 2026.
How concentrated is Westfuller Advisors’ 13F portfolio?
The ten largest positions accounted for 30.8% of reported value and the twenty-five largest for 53.4%, across 765 positions as of 30 June 2026.
Does Form 13F show everything Westfuller Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Westfuller Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.