Westfuller Advisors, LLC
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| ISHARES TR | 0 | 377,414 | +377,414 | 0 | 8,646,553 | +8,646,553 |
| ISHARES TR | 0 | 49,904 | +49,904 | 0 | 4,954,011 | +4,954,011 |
| INTERNATIONAL BUSINESS MACHS | 0 | 4,685 | +4,685 | 0 | 1,135,539 | +1,135,539 |
| ISHARES TR | 0 | 53,781 | +53,781 | 0 | 1,458,963 | +1,458,963 |
| ISHARES GOLD TR | 0 | 35,165 | +35,165 | 0 | 1,642,208 | +1,642,208 |
| SPDR INDEX SHS FDS | 0 | 12,718 | +12,718 | 0 | 596,607 | +596,607 |
| VANGUARD INTL EQUITY INDEX F | 0 | 19,194 | +19,194 | 0 | 1,441,456 | +1,441,456 |
| CONSOLIDATED EDISON INC | 276 | 4,723 | +4,447 | 27,442 | 534,583 | +507,141 |
| VANGUARD INDEX FDS | 0 | 6,052 | +6,052 | 0 | 1,245,537 | +1,245,537 |
| ISHARES TR | 0 | 64,948 | +64,948 | 0 | 5,879,757 | +5,879,757 |
| ISHARES TR | 0 | 4,991 | +4,991 | 0 | 3,260,204 | +3,260,204 |
| LAM RESEARCH CORP | 0 | 6,844 | +6,844 | 0 | 1,463,988 | +1,463,988 |
| JOHNSON & JOHNSON | 0 | 7,434 | +7,434 | 0 | 1,817,198 | +1,817,198 |
| AT&T INC | 699 | 9,459 | +8,760 | 17,367 | 274,208 | +256,841 |
| ISHARES TR | 0 | 37,199 | +37,199 | 0 | 932,402 | +932,402 |
| ISHARES TR | 0 | 69,064 | +69,064 | 0 | 3,926,962 | +3,926,962 |
| ISHARES TR | 0 | 4,246 | +4,246 | 0 | 412,425 | +412,425 |
| HONEYWELL INTL INC | 2,212 | 2,536 | +324 | 431,525 | 573,195 | +141,670 |
| AMPLIFY ETF TR | 0 | 2,027 | +2,027 | 0 | 133,939 | +133,939 |
| EQUINIX INC | 34 | 144 | +110 | 26,049 | 141,155 | +115,106 |
| WESTERN DIGITAL CORP | 0 | 566 | +566 | 0 | 153,087 | +153,087 |
| VANGUARD WHITEHALL FDS | 0 | 11,242 | +11,242 | 0 | 1,664,954 | +1,664,954 |
| GE VERNOVA INC | 52 | 157 | +105 | 34,005 | 137,177 | +103,172 |
| VANGUARD STAR FDS | 0 | 26,425 | +26,425 | 0 | 2,037,629 | +2,037,629 |
| VANGUARD SCOTTSDALE FDS | 0 | 7,019 | +7,019 | 0 | 703,113 | +703,113 |
| STATE STR SPDR S&P 500 ETF T | 0 | 3,007 | +3,007 | 0 | 1,960,726 | +1,960,726 |
| VERIZON COMMUNICATIONS INC | 0 | 3,060 | +3,060 | 0 | 153,630 | +153,630 |
| VANGUARD TAX-MANAGED FDS | 0 | 7,849 | +7,849 | 0 | 502,973 | +502,973 |
| SPDR SERIES TRUST | 0 | 28,210 | +28,210 | 0 | 946,154 | +946,154 |
| VANGUARD CHARLOTTE FDS | 0 | 22,588 | +22,588 | 0 | 1,085,333 | +1,085,333 |
| CHEVRON CORPORATION | 546 | 768 | +222 | 83,282 | 158,821 | +75,539 |
| ASTERA LABS INC | 0 | 667 | +667 | 0 | 73,103 | +73,103 |
| LYONDELLBASELL INDUSTRIES NV | 0 | 1,891 | +1,891 | 0 | 152,326 | +152,326 |
| VANGUARD INDEX FDS | 0 | 9,582 | +9,582 | 0 | 849,907 | +849,907 |
| NEXTPOWER INC | 0 | 550 | +550 | 0 | 66,303 | +66,303 |
| PETROLEO BRASILEIRO S A | 6,888 | 6,895 | +7 | 84,067 | 143,070 | +59,003 |
| PEPSICO INC | 6,211 | 6,168 | -43 | 900,316 | 957,778 | +57,462 |
| MANAGER DIRECTED PORTFOLIOS | 0 | 5,523 | +5,523 | 0 | 57,053 | +57,053 |
| DECKERS OUTDOOR CORP | 2 | 562 | +560 | 207 | 56,251 | +56,044 |
| SANDISK CORP | 0 | 130 | +130 | 0 | 82,594 | +82,594 |
| JPMORGAN CHASE & CO | 0 | 7,747 | +7,747 | 0 | 2,278,770 | +2,278,770 |
| MERCK & CO INC | 0 | 3,061 | +3,061 | 0 | 370,749 | +370,749 |
| COSTCO WHOLESALE CORPORATION | 1,115 | 1,016 | -99 | 961,814 | 1,012,284 | +50,470 |
| TAIWAN SEMICONDUCTOR MANUFAC | 0 | 1,439 | +1,439 | 0 | 487,601 | +487,601 |
| INTERNATIONAL SEAWAYS INC | 0 | 1,919 | +1,919 | 0 | 139,886 | +139,886 |
| CARDINAL HEALTH INC | 763 | 960 | +197 | 156,855 | 202,847 | +45,992 |
| NUSHARES ETF TR | 31,589 | 31,818 | +229 | 1,123,920 | 1,168,941 | +45,021 |
| BUNGE GLOBAL SA | 1,155 | 1,155 | 0 | 102,910 | 146,948 | +44,038 |
| ISHARES TR | 0 | 3,528 | +3,528 | 0 | 129,954 | +129,954 |
| APPLIED MATLS INC | 1,261 | 1,067 | -194 | 324,045 | 364,855 | +40,810 |
| WELLS FARGO & CO | 0 | 606 | +606 | 0 | 48,244 | +48,244 |
| TUTOR PERINI CORP | 0 | 3,834 | +3,834 | 0 | 295,946 | +295,946 |
| ANGLOGOLD ASHANTI PLC | 3,698 | 3,632 | -66 | 315,364 | 353,609 | +38,245 |
| CASEYS GEN STORES INC | 157 | 167 | +10 | 86,827 | 121,657 | +34,830 |
| CORNING INC | 916 | 843 | -73 | 80,198 | 114,612 | +34,414 |
| ASTRAZENECA PLC | 0 | 166 | +166 | 0 | 32,652 | +32,652 |
| CORTEVA INC | 14 | 401 | +387 | 943 | 33,574 | +32,631 |
| EATON CORP PLC | 845 | 843 | -2 | 269,096 | 301,643 | +32,547 |
| EA SERIES TRUST | 109,052 | 111,747 | +2,695 | 2,964,815 | 2,996,956 | +32,141 |
| RANGE RES CORP | 2,975 | 2,975 | 0 | 104,913 | 134,428 | +29,515 |
| MONDELEZ INTL INC | 0 | 1,948 | +1,948 | 0 | 113,269 | +113,269 |
| KODIAK SCIENCES INC | 0 | 692 | +692 | 0 | 26,379 | +26,379 |
| STRATEGY INC | 0 | 202 | +202 | 0 | 25,210 | +25,210 |
| KEYSIGHT TECHNOLOGIES INC | 0 | 261 | +261 | 0 | 73,699 | +73,699 |
| NEXTERA ENERGY INC | 1,765 | 1,766 | +1 | 141,659 | 164,064 | +22,405 |
| TRANE TECHNOLOGIES PLC | 0 | 447 | +447 | 0 | 186,261 | +186,261 |
| EXELON CORP | 1,859 | 2,091 | +232 | 81,037 | 102,504 | +21,467 |
| VERSANT MEDIA GROUP INC | 0 | 577 | +577 | 0 | 21,361 | +21,361 |
| TOTALENERGIES SE | 0 | 856 | +856 | 0 | 77,879 | +77,879 |
| GRUPO CIBEST SA | 2,010 | 2,010 | 0 | 127,856 | 148,809 | +20,953 |
| TELEFONICA BRASIL SA | 0 | 4,580 | +4,580 | 0 | 74,600 | +74,600 |
| WW GRAINGER INC | 0 | 177 | +177 | 0 | 193,457 | +193,457 |
| NISOURCE INC | 3,747 | 3,771 | +24 | 156,481 | 175,962 | +19,481 |
| BUTTERFLY NETWORK INC | 0 | 4,717 | +4,717 | 0 | 19,057 | +19,057 |
| NEWMONT CORP | 2,211 | 2,211 | 0 | 220,763 | 239,335 | +18,572 |
| NOKIA CORP | 11,314 | 11,314 | 0 | 73,200 | 90,968 | +17,768 |
| PROSHARES TR | 6,412 | 6,451 | +39 | 540,039 | 557,417 | +17,378 |
| BANK NEW YORK MELLON CORP | 5,763 | 5,783 | +20 | 668,972 | 686,050 | +17,078 |
| COCA COLA CO | 1,955 | 2,008 | +53 | 136,707 | 153,763 | +17,056 |
| SCHWAB STRATEGIC TR | 0 | 4,839 | +4,839 | 0 | 148,462 | +148,462 |
| WELLTOWER INC | 0 | 1,071 | +1,071 | 0 | 211,734 | +211,734 |
| BP PLC | 1,342 | 1,342 | 0 | 46,618 | 63,088 | +16,470 |
| NUSHARES ETF TR | 36,656 | 36,681 | +25 | 1,636,700 | 1,652,855 | +16,155 |
| PAN AMERN SILVER CORP | 5,653 | 5,653 | 0 | 292,898 | 308,840 | +15,942 |
| ISHARES TR | 0 | 1,043 | +1,043 | 0 | 141,498 | +141,498 |
| JANUS HENDERSON GROUP PLC | 0 | 3,290 | +3,290 | 0 | 169,015 | +169,015 |
| CHENIERE ENERGY INC | 177 | 175 | -2 | 34,407 | 49,658 | +15,251 |
| HAWAIIAN ELEC INDS INC MTN B | 6,000 | 6,000 | 0 | 73,800 | 89,040 | +15,240 |
| NEW YORK TIMES CO MTN BE | 1,031 | 1,034 | +3 | 71,601 | 86,578 | +14,977 |
| CUMMINS INC | 325 | 336 | +11 | 165,744 | 180,614 | +14,870 |
| HUT 8 CORP | 0 | 314 | +314 | 0 | 14,730 | +14,730 |
| ALCOA CORP | 1,065 | 1,065 | 0 | 56,601 | 70,649 | +14,048 |
| SPDR GOLD TR | 0 | 9,490 | +9,490 | 0 | 4,083,461 | +4,083,461 |
| QNITY ELECTRONICS INC | 410 | 410 | 0 | 33,477 | 47,306 | +13,829 |
| GENERAL MILLS INC | 0 | 355 | +355 | 0 | 13,213 | +13,213 |
| ISHARES SILVER TR | 0 | 3,510 | +3,510 | 0 | 239,171 | +239,171 |
| SOLSTICE ADVANCED MATLS INC | 0 | 469 | +469 | 0 | 35,719 | +35,719 |
| SOUTHERN CO | 0 | 1,382 | +1,382 | 0 | 133,403 | +133,403 |
| JOHNSON CONTROLS INTERNATION | 0 | 1,075 | +1,075 | 0 | 141,229 | +141,229 |
| SERVE ROBOTICS INC | 0 | 1,421 | +1,421 | 0 | 11,993 | +11,993 |