Fund HoldingsWestfuller Advisors, LLC

Total Portfolio Value
$247.26M
Total Bought
$36.74M
Total Sold
$13.48M
Net Transaction
+$23.26M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ISHARES TR0250,651+250,651025,16010.18%+25,160
VANGUARD INSTL INDEX FD042,962+42,96203,2411.31%+3,241
NVIDIA CORPORATION(NVDA)31,95541,615+9,6605,9627,7613.14%+1,799
ISHARES TR048,655+48,65502,6041.05%+2,604
ISHARES TR
CORE MSCI EAFE
51,53661,334+9,7984,5005,4872.22%+987
ISHARES TR08,755+8,75509640.39%+964
ISHARES TR27,13136,632+9,5012,7203,6591.48%+939
SPDR SERIES TRUST
ST INTER BD ETF
025,603+25,60308660.35%+866
ALPHABET INC(GOOG)11,25211,094-1582,7403,4811.41%+741
ALPHABET INC(GOOG)10,23810,245+72,4893,2071.30%+718
SPDR SERIES TRUST
ST STR BLO 1 ETF
07,670+7,67007010.28%+701
ELI LILLY & CO(LLY)2,3232,287-361,7722,4580.99%+686
MORGAN STANLEY ETF TRUST
CALVERT US LARCP
07,435+7,43506260.25%+626
APPLE INC(AAPL)30,74530,560-1857,8298,3083.36%+479
ISHARES TR3,6244,222+5982,4262,8921.17%+466
SELECT SECTOR SPDR TR
ST STR INDL ETF
02,188+2,18803390.14%+339
VANGUARD INDEX FDS013,920+13,92008,7303.53%+8,730
ISHARES TR
US TREAS BD ETF
265,313276,831+11,5186,1346,3742.58%+240
INVESCO QQQ TR5,4405,685+2453,2703,4931.41%+223
IONQ INC(IONQ)05,009+5,00902250.09%+225
SELECT SECTOR SPDR TR
ST STR DISCR ETF
01,717+1,71702050.08%+205
ISHARES TR03,506+3,50602000.08%+200
SPDR GOLD TR(GLD)10,89510,269-6263,8734,0701.65%+197
GOLDMAN SACHS GROUP INC(GS)2,0092,00901,6001,7660.71%+166
JOHNSON & JOHNSON(JNJ)7,4407,443+31,3791,5400.62%+161
ISHARES TR01,538+1,53801690.07%+169
ISHARES TR1,1541,452+2985416870.28%+146
UNILEVER PLC(UL)02,187+2,18701430.06%+143
VANGUARD WORLD FD048,023+48,02305,8092.35%+5,809
THERMO FISHER SCIENTIFIC INC(TMO)1,3481,355+76547860.32%+131
ABBVIE INC(ABBV)8981,477+5792083380.14%+129
DNOW INC(DNOW)09,126+9,12601210.05%+121
D-WAVE QUANTUM INC(QBTS)04,561+4,56101190.05%+119
TESLA INC(TSLA)0395+39501780.07%+178
BROADCOM INC(AVGO)7,6067,588-182,5092,6261.06%+117
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0769+76901110.04%+111
ISHARES TR02,740+2,74002630.11%+263
FIVE BELOW INC(FIVE)0572+57201080.04%+108
BLOOM ENERGY CORP01,224+1,22401060.04%+106
HECLA MNG CO(HL)014,685+14,68502820.11%+282
SPDR INDEX SHS FDS
ST PORT MARK ETF
05,417+5,41702540.10%+254
JPMORGAN CHASE & CO.(JPM)6,7766,910+1342,1372,2270.90%+89
HUBSPOT INC(HUBS)0221+2210890.04%+89
AMERICAN EXPRESS CO(AXP)3,1883,094-941,0591,1450.46%+86
VANGUARD STAR FDS025,734+25,73401,9410.79%+1,941
PALANTIR TECHNOLOGIES INC(PLTR)0476+4760850.03%+85
ISHARES TR
INTL DIV GRWTH
022,165+22,16501,8350.74%+1,835
APPLOVIN CORP(APP)0117+1170790.03%+79
INTUITIVE SURGICAL INC575591+162573350.14%+78
ISHARES SILVER TR(SLV)03,510+3,51002260.09%+226
TIDAL TRUST III
IMPA SHS WOM ETF
086,602+86,60203,5951.45%+3,595
PAN AMERN SILVER CORP(PAAS)5,6535,65302192930.12%+74
ARISTA NETWORKS INC(ANET)0551+5510720.03%+72
VANGUARD INDEX FDS06,319+6,31902,1190.86%+2,119
ISHARES TR
BROAD USD HIGH
02,349+2,3490880.04%+88
SPDR S&P 500 ETF TR(SPY)2,6962,728+321,8011,8660.75%+65
ISHARES TR065,421+65,42103,7591.52%+3,759
APPLIED MATLS INC1,2821,261-212623240.13%+62
NUSHARES ETF TR
NUVEEN ESG US
0315,007+315,00707,0422.85%+7,042
ISHARES TR032,379+32,37902,4340.98%+2,434
ISHARES TR
CORE DIV GRWTH
033,547+33,54702,3290.94%+2,329
NIO INC(NIO)011,680+11,6800600.02%+60
SELECT SECTOR SPDR TR
ST STR MATER ETF
01,293+1,2930590.02%+59
TOTALENERGIES SE(TTE)0856+8560570.02%+57
CISCO SYS INC(CSCO)5,8475,925+784004560.18%+56
ANGLOGOLD ASHANTI PLC(AU)3,6983,69802603150.13%+55
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
14,42715,309+8821,5141,5680.63%+54
KOHLS CORP(KSS)02,612+2,6120530.02%+53
CHUBB LIMITED
COM
1,4801,506+264194720.19%+53
WW GRAINGER INC(GWW)0172+17201740.07%+174
JANUS HENDERSON GROUP PLC03,229+3,22901540.06%+154
ISHARES TR22,31024,871+2,5616156640.27%+50
TJX COS INC NEW(TJX)02,559+2,55903930.16%+393
TIDAL TRUST III
NAACP MINO ETF
026,150+26,15001,2880.52%+1,288
VANGUARD INTL EQUITY INDEX F011,827+11,82708700.35%+870
NUSHARES ETF TR
NUVEEN ESG SMLCP
36,28536,656+3711,6001,6370.66%+37
LOEWS CORP(L)0339+3390360.01%+36
NUSHARES ETF TR
NUVEEN ESG EMRGN
031,589+31,58901,1240.45%+1,124
PROLOGIS INC.(PLD)2,3702,402+322713070.12%+35
BANCO BILBAO VIZCAYA ARGENTA(BBVA)8,5358,53501641990.08%+35
NEWMONT CORP(NEM)2,2112,21101862210.09%+34
QNITY ELECTRONICS INC(Q)0410+4100330.01%+33
VANGUARD WHITEHALL FDS010,843+10,84301,5560.63%+1,556
CAPITAL ONE FINL CORP(COF)0137+1370330.01%+33
ASTRAZENECA PLC(AZN)02,084+2,08401920.08%+192
CEMEX SAB DE CV(CX)011,013+11,01301270.05%+127
CONSOLIDATED EDISON INC(ED)0276+2760270.01%+27
SPDR SERIES TRUST
ST SHOR CORP ETF
0908+9080270.01%+27
PEPSICO INC(PEP)6,2206,211-98749000.36%+27
CORNING INC(GLW)0916+9160800.03%+80
BEST BUY INC(BBY)01,338+1,3380910.04%+91
CONAGRA BRANDS INC(CAG)01,387+1,3870240.01%+24
MICRON TECHNOLOGY INC(MU)0641+64101830.07%+183
VANGUARD TAX-MANAGED FDS06,726+6,72604200.17%+420
TE CONNECTIVITY PLC(TEL)0185+1850420.02%+42
ANALOG DEVICES INC(ADI)0903+90302450.10%+245
GRUPO CIBEST SA02,010+2,01001280.05%+128
EMERSON ELEC CO(EMR)1,2601,421+1611651890.08%+23
SOLSTICE ADVANCED MATLS INC(SOLS)0469+4690230.01%+23
WABTEC(WAB)0207+2070440.02%+44
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