Westfuller Advisors, LLC

Est. AUM

$228.7M

13F long equity, this entity only

Positions

751

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	0-3 MNTH TREASRY	$24.1M	239063	10.52%	SOLE
2	ISHARES TR	US TREAS BD ETF	$8.6M	377414	3.78%	SOLE
3	VANGUARD INDEX FDS	S&P 500 ETF SHS	$8.4M	14057	3.67%	SOLE
4	NVIDIA CORPORATION	COM	$7.6M	43483	3.32%	SOLE
5	APPLE INC	COM	$7.4M	29313	3.25%	SOLE
6	NUSHARES ETF TR	NUVEEN ESG US	$7.0M	317033	3.08%	SOLE
7	ISHARES TR	CORE MSCI EAFE	$5.9M	64948	2.57%	SOLE
8	AMAZON COM INC	COM	$5.8M	27685	2.52%	SOLE
9	ISHARES TR	CORE US AGGBD ET	$5.0M	49904	2.17%	SOLE
10	VANGUARD WORLD FD	ESG INTL STK ETF	$4.6M	64458	2.02%	SOLE
11	SPDR GOLD TR	GOLD SHS	$4.1M	9490	1.79%	SOLE
12	ISHARES TR	CALIF MUN BD ETF	$3.9M	69064	1.72%	SOLE
13	TIDAL TRUST III	IMPACT SHARES WO	$3.4M	86875	1.50%	SOLE
14	ISHARES TR	CORE S&P500 ETF	$3.3M	4991	1.43%	SOLE
15	EA SERIES TRUST	STANCE SUSTAINAB	$3.0M	111747	1.31%	SOLE
16	ALPHABET INC	CAP STK CL A	$2.9M	10257	1.29%	SOLE
17	VANGUARD WORLD FD	ESG US STK ETF	$2.9M	25860	1.27%	SOLE
18	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.9M	6051	1.27%	SOLE
19	VANGUARD BD INDEX FDS	INTERMED TERM	$2.8M	36016	1.22%	SOLE
20	INVESCO QQQ TR	UNIT SER 1	$2.8M	4816	1.22%	SOLE
21	VANGUARD BD INDEX FDS	SHORT TRM BOND	$2.8M	35411	1.21%	SOLE
22	TIDAL TRUST I	ADASINA SOCIAL	$2.7M	139067	1.19%	SOLE
23	ALPHABET INC	CAP STK CL C	$2.7M	9286	1.16%	SOLE
24	BROADCOM INC	COM	$2.4M	7624	1.03%	SOLE
25	ISHARES TR	ESG AWR US AGRGT	$2.3M	48725	1.01%	SOLE
26	JPMORGAN CHASE & CO	COM	$2.3M	7747	1.00%	SOLE
27	ISHARES TR	CORE DIV GRWTH	$2.3M	32073	0.98%	SOLE
28	MICROSOFT CORP	COM	$2.2M	6068	0.98%	SOLE
29	VANGUARD STAR FDS	VG TL INTL STK F	$2.0M	26425	0.89%	SOLE
30	VANGUARD INDEX FDS	TOTAL STK MKT	$2.0M	6272	0.88%	SOLE
31	ISHARES TR	NEW YORK MUN ETF	$2.0M	37691	0.88%	SOLE
32	ELI LILLY & CO	COM	$2.0M	2163	0.87%	SOLE
33	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.0M	3007	0.86%	SOLE
34	JOHNSON & JOHNSON	COM	$1.8M	7434	0.79%	SOLE
35	ISHARES TR	INTL DIV GRWTH	$1.7M	20643	0.76%	SOLE
36	GOLDMAN SACHS GROUP INC	COM	$1.7M	1969	0.73%	SOLE
37	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.7M	11242	0.73%	SOLE
38	NUSHARES ETF TR	NUVEEN ESG SMLCP	$1.7M	36681	0.72%	SOLE
39	ISHARES GOLD TR	SHARES REPRESENT	$1.6M	35165	0.72%	SOLE
40	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$1.6M	33581	0.69%	SOLE
41	INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$1.5M	14802	0.67%	SOLE
42	LAM RESEARCH CORP	COM NEW	$1.5M	6844	0.64%	SOLE
43	ISHARES TR	ENVIR AWR RL EST	$1.5M	53781	0.64%	SOLE
44	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.4M	19194	0.63%	SOLE
45	J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$1.4M	22906	0.61%	SOLE
46	VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$1.4M	18063	0.60%	SOLE
47	TIDAL TRUST III	NAACP MINO ETF	$1.3M	26150	0.55%	SOLE
48	VANGUARD INDEX FDS	EXTEND MKT ETF	$1.2M	6052	0.54%	SOLE
49	UNION PAC CORP	COM	$1.2M	5046	0.54%	SOLE
50	NUSHARES ETF TR	NUVEEN ESG EMRGN	$1.2M	31818	0.51%	SOLE

1–50 of 751

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.