Fund HoldingsWestfuller Advisors, LLC

Total Portfolio Value
$231.70M
Total Bought
$15.36M
Total Sold
$27.83M
Net Transaction
-$12.47M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ISHARES TR
US TREAS BD ETF
276,831377,414+100,5836,3748,6473.73%+2,273
ISHARES TR36,63249,904+13,2723,6594,9542.14%+1,295
INTERNATIONAL BUSINESS MACHS(IBM)04,685+4,68501,1360.49%+1,136
ISHARES TR24,87153,781+28,9106641,4590.63%+795
ISHARES GOLD TR(IAU)035,165+35,16501,6420.71%+1,642
SPDR INDEX SHS FDS
ST PORT MARK ETF
012,718+12,71805970.26%+597
VANGUARD INTL EQUITY INDEX F11,82719,194+7,3678701,4410.62%+571
CONSOLIDATED EDISON INC(ED)2764,723+4,447275350.23%+507
VANGUARD INDEX FDS06,052+6,05201,2460.54%+1,246
ISHARES TR
CORE MSCI EAFE
61,33464,948+3,6145,4875,8802.54%+393
ISHARES TR4,2224,991+7692,8923,2601.41%+368
LAM RESEARCH CORP(LRCX)06,844+6,84401,4640.63%+1,464
JOHNSON & JOHNSON(JNJ)7,4437,434-91,5401,8170.78%+277
AT&T INC(T)09,459+9,45902740.12%+274
ISHARES TR
ESG AWRE 1 5 YR
037,199+37,19909320.40%+932
ISHARES TR65,42169,064+3,6433,7593,9271.69%+168
ISHARES TR2,7404,246+1,5062634120.18%+149
HONEYWELL INTL INC(HON)02,536+2,53605730.25%+573
AMPLIFY ETF TR02,027+2,02701340.06%+134
EQUINIX INC(EQIX)0144+14401410.06%+141
WESTERN DIGITAL CORP(WDC)0566+56601530.07%+153
VANGUARD WHITEHALL FDS10,84311,242+3991,5561,6650.72%+109
GE VERNOVA INC(GEV)0157+15701370.06%+137
VANGUARD STAR FDS25,73426,425+6911,9412,0380.88%+96
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
07,019+7,01907030.30%+703
STATE STR SPDR S&P 500 ETF T(SPY)2,7283,007+2791,8661,9610.85%+95
VERIZON COMMUNICATIONS INC(VZ)03,060+3,06001540.07%+154
VANGUARD TAX-MANAGED FDS6,7267,849+1,1234205030.22%+83
SPDR SERIES TRUST
ST INTER BD ETF
25,60328,210+2,6078669460.41%+81
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
022,588+22,58801,0850.47%+1,085
CHEVRON CORPORATION(CVX)0768+76801590.07%+159
ASTERA LABS INC(ALAB)0667+6670730.03%+73
LYONDELLBASELL INDUSTRIES NV
SHS - A -
01,891+1,89101520.07%+152
VANGUARD INDEX FDS09,582+9,58208500.37%+850
NEXTPOWER INC0550+5500660.03%+66
PETROLEO BRASILEIRO S A(PBR)06,895+6,89501430.06%+143
PEPSICO INC(PEP)6,2116,168-439009580.41%+57
MANAGER DIRECTED PORTFOLIOS
VERT GLB SUST RE
05,523+5,5230570.02%+57
DECKERS OUTDOOR CORP(DECK)0562+5620560.02%+56
SANDISK CORP(SNDK)0130+1300830.04%+83
JPMORGAN CHASE & CO(JPM)6,9107,747+8372,2272,2790.98%+52
MERCK & CO INC(MRK)03,061+3,06103710.16%+371
COSTCO WHOLESALE CORPORATION(COST)01,016+1,01601,0120.44%+1,012
TAIWAN SEMICONDUCTOR MANUFAC(TSM)01,439+1,43904880.21%+488
INTERNATIONAL SEAWAYS INC(INSW)01,919+1,91901400.06%+140
CARDINAL HEALTH INC(CAH)0960+96002030.09%+203
NUSHARES ETF TR
NUVEEN ESG EMRGN
31,58931,818+2291,1241,1690.50%+45
BUNGE GLOBAL SA(BG)01,155+1,15501470.06%+147
ISHARES TR
BROAD USD HIGH
2,3493,528+1,179881300.06%+42
APPLIED MATLS INC1,2611,067-1943243650.16%+41
WELLS FARGO & CO(WFC)0606+6060480.02%+48
TUTOR PERINI CORP(TPC)03,834+3,83402960.13%+296
ANGLOGOLD ASHANTI PLC(AU)3,6983,632-663153540.15%+38
CASEYS GEN STORES INC(CASY)0167+16701220.05%+122
CORNING INC(GLW)916843-73801150.05%+34
ASTRAZENECA PLC(AZN)0166+1660330.01%+33
CORTEVA INC(CTVA)0401+4010340.01%+34
EATON CORP PLC(ETN)0843+84303020.13%+302
EA SERIES TRUST
STAN SU BETA ETF
0111,747+111,74702,9971.29%+2,997
RANGE RES CORP(RRC)02,975+2,97501340.06%+134
MONDELEZ INTL INC(MDLZ)01,948+1,94801130.05%+113
KODIAK SCIENCES INC(KOD)0692+6920260.01%+26
STRATEGY INC(MSTR)0202+2020250.01%+25
KEYSIGHT TECHNOLOGIES INC(KEYS)0261+2610740.03%+74
NEXTERA ENERGY INC(NEE)01,766+1,76601640.07%+164
TRANE TECHNOLOGIES PLC(TT)0447+44701860.08%+186
EXELON CORP(EXC)02,091+2,09101030.04%+103
VERSANT MEDIA GROUP INC(VSNT)0577+5770210.01%+21
TOTALENERGIES SE(TTE)856856057780.03%+21
GRUPO CIBEST SA2,0102,01001281490.06%+21
TELEFONICA BRASIL SA(VIV)04,580+4,5800750.03%+75
WW GRAINGER INC(GWW)172177+51741930.08%+20
NISOURCE INC(NI)03,771+3,77101760.08%+176
BUTTERFLY NETWORK INC(BFLY)04,717+4,7170190.01%+19
NEWMONT CORP(NEM)2,2112,21102212390.10%+19
NOKIA CORP(NOK)011,314+11,3140910.04%+91
PROSHARES TR
S&P MDCP 400 DIV
06,451+6,45105570.24%+557
BANK NEW YORK MELLON CORP05,783+5,78306860.30%+686
COCA COLA CO(KO)02,008+2,00801540.07%+154
SCHWAB STRATEGIC TR04,839+4,83901480.06%+148
WELLTOWER INC(WELL)01,071+1,07102120.09%+212
BP PLC(BP)01,342+1,3420630.03%+63
NUSHARES ETF TR
NUVEEN ESG SMLCP
36,65636,681+251,6371,6530.71%+16
PAN AMERN SILVER CORP(PAAS)5,6535,65302933090.13%+16
ISHARES TR
CORE HIGH DV ETF
01,043+1,04301410.06%+141
JANUS HENDERSON GROUP PLC3,2293,290+611541690.07%+15
CHENIERE ENERGY INC(LNG)0175+1750500.02%+50
HAWAIIAN ELEC INDS INC MTN B(HE)06,000+6,0000890.04%+89
NEW YORK TIMES CO MTN BE(NYT)01,034+1,0340870.04%+87
CUMMINS INC(CMI)0336+33601810.08%+181
HUT 8 CORP(HUT)0314+3140150.01%+15
ALCOA CORP(AA)01,065+1,0650710.03%+71
SPDR GOLD TR(GLD)10,2699,490-7794,0704,0831.76%+14
QNITY ELECTRONICS INC(Q)410410033470.02%+14
GENERAL MILLS INC(GIS)0355+3550130.01%+13
ISHARES SILVER TR(SLV)3,5103,51002262390.10%+13
SOLSTICE ADVANCED MATLS INC(SOLS)469469023360.02%+13
SOUTHERN CO(SO)01,382+1,38201330.06%+133
JOHNSON CONTROLS INTERNATION
SHS
01,075+1,07501410.06%+141
SERVE ROBOTICS INC01,421+1,4210120.01%+12
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