Fund Holdings — Westfuller Advisors, LLC

Total Portfolio Value
$231.70M
Total Bought
$15.11M
Total Sold
$150.59M
Net Transaction
-$135.48M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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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)7384,685+3,9472191,1360.49%+917
ISHARES TR24,87153,781+28,9106641,4590.63%+795
ISHARES GOLD TR(IAU)21,77135,165+13,3949361,6420.71%+706
VANGUARD INTL EQUITY INDEX F11,82719,194+7,3678701,4410.62%+571
CONSOLIDATED EDISON INC(ED)2764,723+4,447275350.23%+507
VANGUARD INDEX FDS4,0016,052+2,0518371,2460.54%+409
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)6,4756,844+3691,1111,4640.63%+353
SPDR INDEX SHS FDS
ST PORT MARK ETF
5,41712,718+7,3012545970.26%+343
JOHNSON & JOHNSON(JNJ)7,4437,434-91,5401,8170.78%+277
AT&T INC(T)6999,459+8,760172740.12%+257
ISHARES TR
ESG AWRE 1 5 YR
28,95737,199+8,2427319320.40%+202
ISHARES TR65,42169,064+3,6433,7593,9271.69%+168
ISHARES TR2,7404,246+1,5062634120.18%+149
HONEYWELL INTL INC(HON)2,2122,536+3244325730.25%+142
AMPLIFY ETF TR02,027+2,02701340.06%+134
EQUINIX INC(EQIX)34144+110261410.06%+115
WESTERN DIGITAL CORP(WDC)251566+315431530.07%+110
VANGUARD WHITEHALL FDS10,84311,242+3991,5561,6650.72%+109
GE VERNOVA INC(GEV)52157+105341370.06%+103
VANGUARD STAR FDS25,73426,425+6911,9412,0380.88%+96
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
6,1007,019+9196077030.30%+96
STATE STR SPDR S&P 500 ETF T(SPY)2,7283,007+2791,8661,9610.85%+95
VERIZON COMMUNICATIONS INC(VZ)1,6383,060+1,422671540.07%+87
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
20,83322,588+1,7551,0071,0850.47%+79
CHEVRON CORPORATION(CVX)546768+222831590.07%+76
ASTERA LABS INC(ALAB)0667+6670730.03%+73
LYONDELLBASELL INDUSTRIES NV
SHS - A -
1,8721,891+19811520.07%+71
VANGUARD INDEX FDS8,8039,582+7797798500.37%+71
NEXTPOWER INC0550+5500660.03%+66
PETROLEO BRASILEIRO S A(PBR)6,8886,895+7841430.06%+59
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)2562+5600560.02%+56
SANDISK CORP(SNDK)126130+430830.04%+53
JPMORGAN CHASE & CO(JPM)6,9107,747+8372,2272,2790.98%+52
MERCK & CO INC(MRK)3,0073,061+543203710.16%+51
COSTCO WHOLESALE CORPORATION(COST)1,1151,016-999621,0120.44%+50
TAIWAN SEMICONDUCTOR MANUFAC(TSM)1,4401,439-14394880.21%+49
INTERNATIONAL SEAWAYS INC(INSW)1,9191,9190931400.06%+47
CARDINAL HEALTH INC(CAH)763960+1971572030.09%+46
NUSHARES ETF TR
NUVEEN ESG EMRGN
31,58931,818+2291,1241,1690.50%+45
BUNGE GLOBAL SA(BG)1,1551,15501031470.06%+44
ISHARES TR
BROAD USD HIGH
2,3493,528+1,179881300.06%+42
APPLIED MATLS INC1,2611,067-1943243650.16%+41
WELLS FARGO & CO(WFC)96606+5109480.02%+39
TUTOR PERINI CORP(TPC)3,8343,83402572960.13%+39
ANGLOGOLD ASHANTI PLC(AU)3,6983,632-663153540.15%+38
CASEYS GEN STORES INC(CASY)157167+10871220.05%+35
CORNING INC(GLW)916843-73801150.05%+34
ASTRAZENECA PLC(AZN)0166+1660330.01%+33
CORTEVA INC(CTVA)14401+3871340.01%+33
EATON CORP PLC(ETN)845843-22693020.13%+33
EA SERIES TRUST
STAN SU BETA ETF
109,052111,747+2,6952,9652,9971.29%+32
RANGE RES CORP(RRC)2,9752,97501051340.06%+30
MONDELEZ INTL INC(MDLZ)1,5791,948+369861130.05%+27
KODIAK SCIENCES INC(KOD)0692+6920260.01%+26
STRATEGY INC(MSTR)0202+2020250.01%+25
KEYSIGHT TECHNOLOGIES INC(KEYS)247261+1450740.03%+24
NEXTERA ENERGY INC(NEE)1,7651,766+11421640.07%+22
TRANE TECHNOLOGIES PLC(TT)422447+251641860.08%+22
EXELON CORP(EXC)1,8592,091+232811030.04%+21
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)4,5804,580055750.03%+20
WW GRAINGER INC(GWW)172177+51741930.08%+20
NISOURCE INC(NI)3,7473,771+241561760.08%+19
BUTTERFLY NETWORK INC(BFLY)04,717+4,7170190.01%+19
NEWMONT CORP(NEM)2,2112,21102212390.10%+19
NOKIA CORP(NOK)11,31411,314073910.04%+18
PROSHARES TR
S&P MDCP 400 DIV
6,4126,451+395405570.24%+17
BANK NEW YORK MELLON CORP5,7635,783+206696860.30%+17
COCA COLA CO(KO)1,9552,008+531371540.07%+17
SCHWAB STRATEGIC TR4,7994,839+401321480.06%+17
WELLTOWER INC(WELL)1,0521,071+191952120.09%+16
BP PLC(BP)1,3421,342047630.03%+16
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
1,0361,043+71261410.06%+16
JANUS HENDERSON GROUP PLC3,2293,290+611541690.07%+15
CHENIERE ENERGY INC(LNG)177175-234500.02%+15
HAWAIIAN ELEC INDS INC MTN B(HE)6,0006,000074890.04%+15
NEW YORK TIMES CO MTN BE(NYT)1,0311,034+372870.04%+15
CUMMINS INC(CMI)325336+111661810.08%+15
HUT 8 CORP(HUT)0314+3140150.01%+15
ALCOA CORP(AA)1,0651,065057710.03%+14
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)1,3821,38201211330.06%+13
JOHNSON CONTROLS INTERNATION
SHS
1,0711,075+41291410.06%+12
SERVE ROBOTICS INC(SERV)01,421+1,4210120.01%+12
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