Fund HoldingsWestfuller Advisors, LLC

Total Portfolio Value
$274.71M
Total Bought
$66.67M
Total Sold
$130.89M
Net Transaction
-$64.22M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
STATE STR SPDR S&P 500 ETF T(SPY)3,00716,094+13,0871,96112,0494.39%+10,088
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
2060,500+60,48027,7332.81%+7,730
MORGAN STANLEY ETF TRUST
CALVERT US LARCP
7,45050,220+42,7705964,7441.73%+4,148
ISHARES TR3,29228,159+24,8673673,5041.28%+3,137
VANGUARD WORLD FD25,86042,011+16,1512,9035,5552.02%+2,652
APPLE INC(AAPL)29,31333,909+4,5967,4399,8123.57%+2,372
ALPHABET INC(GOOG)9,28613,355+4,0692,6644,7191.72%+2,055
VANGUARD WORLD FD64,45880,589+16,1314,6246,6362.42%+2,012
ISHARES TR
ESG AWR US AGRGT
48,72591,000+42,2752,3174,3141.57%+1,997
ALPHABET INC(GOOG)10,25712,205+1,9482,9494,3621.59%+1,412
ISHARES TR
US TREAS BD ETF
377,414439,520+62,1068,64710,0123.64%+1,366
LAM RESEARCH CORP(LRCX)6,8446,468-3761,4642,8051.02%+1,341
ISHARES TR49,90462,578+12,6744,9546,1942.25%+1,240
NVIDIA CORPORATION(NVDA)43,48343,871+3887,5848,7783.20%+1,194
MICROSOFT CORP(MSFT)6,0689,159+3,0912,2463,4171.24%+1,170
JPMORGAN CHASE & CO(JPM)7,74710,306+2,5592,2793,3741.23%+1,095
AMAZON COM INC(AMZN)27,68528,647+9625,7666,8282.49%+1,062
VANGUARD INDEX FDS14,05713,758-2998,4009,4493.44%+1,049
NUSHARES ETF TR
NUVEEN ESG SMLCP
36,68150,276+13,5951,6532,6200.95%+968
PALO ALTO NETWORKS INC(PANW)4,9445,158+2147931,7590.64%+966
ADVANCED MICRO DEVICES INC(AMD)4741,800+1,326961,0460.38%+949
JOHNSON & JOHNSON(JNJ)7,43410,413+2,9791,8172,6450.96%+827
TIDAL TRUST I139,067148,136+9,0692,7103,3891.23%+679
INVESCO QQQ TR4,8164,590-2262,7793,3841.23%+604
VANGUARD TAX-MANAGED FDS7,84915,408+7,5595031,0980.40%+595
ISHARES TR53,78170,937+17,1561,4592,0510.75%+592
BROADCOM INC(AVGO)7,6247,743+1192,3602,9251.06%+565
ISHARES TR4,9915,103+1123,2603,8211.39%+561
ELI LILLY & CO(LLY)2,1632,096-671,9892,5140.92%+525
ISHARES TR
CORE MSCI EAFE
64,94866,104+1,1565,8806,3842.32%+505
EA SERIES TRUST
STAN SU BETA ETF
111,747104,651-7,0962,9973,4751.27%+478
MICRON TECHNOLOGY INC(MU)544540-41846240.23%+440
ISHARES TR3,0153,952+9377481,1870.43%+440
TIDAL TRUST III
NAACP MINO ETF
26,15027,676+1,5261,2651,6830.61%+418
WALMART INC(WMT)1403,554+3,414174020.15%+385
JABIL INC(JBL)0942+94203630.13%+363
GOLDMAN SACHS GROUP INC(GS)1,9691,971+21,6651,9940.73%+328
APPLIED MATLS INC1,067950-1173656870.25%+322
ISHARES TR02,906+2,90603210.12%+321
INTEL CORP(INTC)4,1053,576-5291814990.18%+318
VANGUARD INDEX FDS6,2726,290+182,0122,3270.85%+315
HONEYWELL INTL INC01,376+1,37603080.11%+308
HONEYWELL AEROSPACE INC01,376+1,37603040.11%+304
ABBVIE INC(ABBV)5431,648+1,1051184150.15%+297
BERKSHIRE HATHAWAY INC DEL6,0516,385+3342,9003,1951.16%+295
VISA INC(V)1,4922,172+6804517450.27%+294
PACCAR INC(PCAR)642,441+2,37772930.11%+286
UNION PAC CORP(UNP)5,0465,514+4681,2241,5000.55%+275
CISCO SYS INC(CSCO)5,7586,106+3484477170.26%+270
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
22,90622,967+611,4051,6600.60%+255
BONDBLOXX ETF TRUST
BLOOMBERG SIX MN
05,039+5,03902530.09%+253
ASTERA LABS INC(ALAB)6676670733220.12%+249
ISHARES TR
CORE DIV GRWTH
32,07332,935+8622,2512,4960.91%+245
SPDR SERIES TRUST
ST STR SP600GRWO
01,987+1,98702370.09%+237
VANGUARD STAR FDS26,42526,542+1172,0382,2690.83%+231
AMGEN INC(AMGN)260861+601913120.11%+221
SANDISK CORP(SNDK)130131+1832980.11%+215
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
04,207+4,20702150.08%+215
COCA COLA CO(KO)2,0084,482+2,4741543670.13%+213
VANGUARD INTL EQUITY INDEX F4,9818,051+3,0702694810.17%+211
AUTOMATIC DATA PROCESSING IN6991,566+8671433530.13%+210
TAIWAN SEMICONDUCTOR MANUFAC(TSM)1,4391,451+124886940.25%+207
STARBUCKS CORP(SBUX)11,21311,787+5741,0051,2040.44%+200
COSTCO WHOLESALE CORPORATION(COST)1,0161,292+2761,0121,2080.44%+196
INTERNATIONAL BUSINESS MACHS(IBM)4,6854,702+171,1361,3220.48%+187
NUSHARES ETF TR
NUVEEN ESG LRGCP
7,0197,01906388220.30%+183
TIDAL TRUST III
IMPA SHS WOM ETF
86,87585,395-1,4803,4383,6211.32%+183
NUSHARES ETF TR
NUVEEN ESG EMRGN
31,81831,661-1571,1691,3440.49%+175
DEERE & CO(DE)110360+250622290.08%+167
ISHARES TR2,3302,33004235880.21%+165
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
7,0197,119+1007038640.31%+161
LINDE PLC(LIN)13316+30361640.06%+158
VANGUARD INTL EQUITY INDEX F19,19419,090-1041,4411,5990.58%+157
CATERPILLAR INC(CAT)8153+14561630.06%+157
NXP SEMICONDUCTORS N V
COM
1,8161,81603595120.19%+153
ISHARES GOLD TRUST MICRO(IAU)35,16544,826+9,6611,6421,7940.65%+151
AVERY DENNISON CORP0889+88901440.05%+144
FORTINET INC(FTNT)1,7201,841+1211412830.10%+142
ACUITY INC(AYI)217538+321612030.07%+142
KLA CORP(KLAC)25563+538371700.06%+133
ABBOTT LABORATORIES1,2192,833+1,6141252570.09%+132
AMPLIFY ETF TR2,0273,264+1,2371342630.10%+129
MARVELL TECHNOLOGY INC(MRVL)67420+35371250.05%+118
BLOOM ENERGY CORP6776770922050.07%+113
VERIZON COMMUNICATIONS INC(VZ)3,0606,242+3,1821542640.10%+111
ISHARES TR
INTL DIV GRWTH
20,64320,921+2781,7291,8400.67%+110
XYLEM INC(XYL)7221,623+901861920.07%+106
CROWDSTRIKE HLDGS INC(CRWD)242260+18951990.07%+104
PFIZER INC(PFE)8045,206+4,402231250.05%+103
ISHARES TR1,4535,818+4,3656207220.26%+103
PAYCHEX INC(PAYX)2021,216+1,014191200.04%+101
CORNING INC(GLW)843841-21152150.08%+100
AMERICAN EXPRESS CO(AXP)3,1083,069-399401,0380.38%+98
VANGUARD INDEX FDS6,0525,444-6081,2461,3400.49%+95
BANK OF NY MELLON CORP5,7835,350-4336867740.28%+88
SPDR INDEX SHS FDS
ST PORT MARK ETF
12,71813,208+4905976840.25%+87
BROADRIDGE FINL SOLUTIONS IN(BR)0615+6150850.03%+85
ARCH CAP GROUP LTD
ORD
6879+8731850.03%+85
MICROCHIP TECHNOLOGY INC.(MCHP)0912+9120830.03%+83
ISHARES TR69,06469,572+5083,9274,0101.46%+83
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Westfuller Advisors, LLC — 13F Holdings — Q2 2026 | TickerTrail