account_balance

Investment manager · 13F filer · SEC CIK 2024115

Westfuller Advisors, LLC

Reported value$340Mas of Sep 30, 2026
Positions756 117 new, 116 sold out
Top 10 weight33.5%SGOV alone is 8%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SGOV iShares Tr 7.7% New
SPY SPDR S&P 500 ETF Trust 4.7% Added +31%AAPL Apple Inc. 3.4% Added +4%NVDA NVIDIA Corp 3.0% Added +2%
GOVT iShares Tr 3.0% Added +5%
VOO Vanguard Index FDS 2.8% Held
AMZN Amazon.com Inc 2.5% Added +17%
VONG Vanguard Scottsdale FDS 2.3% Held
AGG iShares Tr 2.1% Added +18%
IEFA iShares Tr 2.0% Added +7%
NUBD Nushares ETF Tr 2.0% Held
MSFT Microsoft Corp 1.9% Added +39%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Jul 29, 2026 filing
add_circleNew
  • SGOV $26.2M
  • CVIE $1.81M
  • APH $1.72M
  • MUNY $1.47M
arrow_upwardAdded
arrow_downwardTrimmed
  • VSGX −52%
  • NYF −49%
  • EAGG −43%
  • ESGV −34%
remove_circleSold out
  • WMG $622K
  • JMST $215K
  • JHG $165K
  • CASY $133K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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