Westfuller Advisors, LLC

CIK 0002024115 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source

Westfuller Advisors, LLC reported 765 positions worth $274.7M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: SPY (4.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$274.7M
2026 Q2
Positions
765
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
30.8%
Est. Net Flow (Q)
2026 Q2
10 / 765 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYSTATE STR SPDR S&P 500 ETF TSH$12.0M4.39%16,094
2GOVTISHARES TRSH$10.0M3.64%439,520
3AAPLAPPLE INCSH$9.8M3.57%33,909
4VOOVANGUARD INDEX FDSSH$9.4M3.44%13,758
5NVDANVIDIA CORPORATIONSH$8.8M3.20%43,871
6VONGVANGUARD SCOTTSDALE FDSSH$7.7M2.81%60,500
7NUBDNUSHARES ETF TRSH$6.9M2.52%313,124
8AMZNAMAZON COM INCSH$6.8M2.49%28,647
9VSGXVANGUARD WORLD FDSH$6.6M2.42%80,589
10IEFAISHARES TRSH$6.4M2.32%66,104

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Westfuller Advisors, LLC hold as of Q2 2026?

Westfuller Advisors, LLC reported 765 positions worth $274.7M in its Q2 2026 13F filing. Largest positions: SPY (4.4%), GOVT (3.6%), AAPL (3.6%), VOO (3.4%) and NVDA (3.2%).

What did Westfuller Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Westfuller Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.