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Westfuller Advisors, LLC
Period ended Sep 30, 2026 · Latest filing Nov 12, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $339,722,698
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · 0-3 MTH TREASURY · 46436E718 · shares: $26,172,024
- STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $16,090,938
- APPLE INC · COM · 037833100 · shares: $11,695,899
- NVIDIA CORPORATION · COM · 67066G104 · shares: $10,273,844
- ISHARES TR · US TREAS BD ETF · 46429B267 · shares: $10,094,457
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $9,665,497
- AMAZON COM INC · COM · 023135106 · shares: $8,339,400
- VANGUARD SCOTTSDALE FDS · VNG RUS1000GRW · 92206C680 · shares: $7,800,265
- ISHARES TR · CORE US AGGBD ET · 464287226 · shares: $6,966,351
- ISHARES TR · CORE MSCI EAFE · 46432F842 · shares: $6,823,916
Reported holdings
764 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES TR | 0-3 MTH TREASURY | 46436E718 | — | 259,953 shares | $26,172,024 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 21,047 shares | $16,090,938 |
| APPLE INC | COM | 037833100 | — | 35,121 shares | $11,695,899 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 44,936 shares | $10,273,844 |
| ISHARES TR | US TREAS BD ETF | 46429B267 | — | 461,566 shares | $10,094,457 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 13,791 shares | $9,665,497 |
| AMAZON COM INC | COM | 023135106 | — | 33,471 shares | $8,339,400 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | — | 60,500 shares | $7,800,265 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 73,687 shares | $6,966,351 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 70,437 shares | $6,823,916 |
| NUSHARES ETF TR | NUVEEN ESG US | 67092P870 | — | 318,292 shares | $6,738,237 |
| MICROSOFT CORP | COM | 594918104 | — | 12,765 shares | $6,546,985 |
| MORGAN STANLEY ETF TRUST | CALVERT US LARCP | 61774R205 | — | 60,171 shares | $5,694,603 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 6,503 shares | $4,980,522 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 13,696 shares | $4,666,649 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 12,734 shares | $4,381,371 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 9,681 shares | $3,846,547 |
| TIDAL TRUST I | ADASINA SOCIAL | 886364876 | — | 169,869 shares | $3,813,169 |
| ISHARES TR | CALIF MUN BD ETF | 464288356 | — | 70,075 shares | $3,792,468 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 | — | 27,705 shares | $3,754,827 |
| TIDAL TRUST III | IMPA SHS WOM ETF | 45259A100 | — | 85,604 shares | $3,745,486 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 11,201 shares | $3,705,774 |
| BROADCOM INC | COM | 11135F101 | — | 9,908 shares | $3,479,534 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 | — | 28,651 shares | $3,433,249 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | — | 44,705 shares | $3,415,460 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 4,530 shares | $3,354,297 |
| EA SERIES TRUST | STAN SU BETA ETF | 02072L151 | — | 100,219 shares | $3,305,553 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 6,351 shares | $3,162,480 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | — | 38,304 shares | $3,105,294 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 11,692 shares | $3,095,217 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 8,094 shares | $3,082,703 |
| ISHARES TR | ESG EAFE ETF | 46436E759 | — | 32,125 shares | $2,719,347 |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | 67092P607 | — | 55,706 shares | $2,703,157 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | — | 35,657 shares | $2,598,003 |
| ELI LILLY & CO | COM | 532457108 | — | 2,172 shares | $2,513,191 |
| ISHARES TR | ESG AWR US AGRGT | 46435U549 | — | 52,228 shares | $2,363,305 |
| ISHARES GOLD TRUST MICRO | SHS REPSTG UN TR | 46436F103 | — | 56,400 shares | $2,336,092 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 | — | 30,165 shares | $2,274,152 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 26,707 shares | $2,269,019 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 5,882 shares | $2,201,396 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 6,625 shares | $2,178,458 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 2,216 shares | $1,995,417 |
| SERVICENOW INC | COM | 81762P102 | — | 14,490 shares | $1,941,805 |
| ISHARES TR | ENVIR AWR RL EST | 46436E270 | — | 70,966 shares | $1,917,677 |
| TIDAL TRUST III | NAACP MINO ETF | 45259A209 | — | 30,807 shares | $1,878,309 |
| MORGAN STANLEY ETF TRUST | CALVE INDEX ETF | 61774R106 | — | 21,741 shares | $1,807,262 |
| ISHARES TR | INTL DIV GRWTH | 46435G524 | — | 19,532 shares | $1,733,696 |
| AMPHENOL CORP | CL A | 032095101 | — | 20,372 shares | $1,719,906 |
| CHARLES SCHWAB CORP (THE) | COM | 808513105 | — | 17,453 shares | $1,705,887 |
| TEXAS INSTRS INC | COM | 882508104 | — | 5,681 shares | $1,591,265 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 7,755 shares | $1,578,840 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 3,867 shares | $1,572,438 |
| UNION PAC CORP | COM | 907818108 | — | 5,571 shares | $1,516,023 |
| GE AEROSPACE | COM NEW | 369604301 | — | 4,792 shares | $1,496,494 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 | — | 33,418 shares | $1,484,108 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 2,409 shares | $1,473,730 |
| VANGUARD NY TAX FREE FDS | TAX EXEMPT BD | 92204H400 | — | 15,078 shares | $1,467,693 |
| NUSHARES ETF TR | NUVEEN ESG EMRGN | 67092P888 | — | 34,324 shares | $1,461,852 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | — | 17,492 shares | $1,451,334 |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | — | 19,492 shares | $1,438,477 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | — | 3,177 shares | $1,435,945 |
| STRYKER CORPORATION | COM | 863667101 | — | 5,076 shares | $1,402,216 |
| LINDE PLC | SHS | G54950103 | — | 2,922 shares | $1,387,115 |
| VANGUARD INSTL INDEX FD | 0 3 MO TR BI ETF | 922040845 | — | 18,049 shares | $1,366,636 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 8,540 shares | $1,325,439 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 4,065 shares | $1,236,310 |
| META PLATFORMS INC | CL A | 30303M102 | — | 1,658 shares | $1,202,691 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 1,317 shares | $1,199,002 |
| CRANE COMPANY | COMMON STOCK | 224408104 | — | 5,829 shares | $1,189,233 |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | 46137V472 | — | 10,553 shares | $1,178,279 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | — | 5,036 shares | $1,166,470 |
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | — | 8,117 shares | $1,157,322 |
| VISA INC | COM CL A | 92826C839 | — | 3,166 shares | $1,137,636 |
| FEDERAL SIGNAL CORP | COM | 313855108 | — | 10,203 shares | $1,130,390 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 3,960 shares | $1,100,410 |
| STARBUCKS CORP | COM | 855244109 | — | 11,678 shares | $1,097,260 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 15,431 shares | $1,089,596 |
| FORGENT POWER SOLUTIONS INC | COM SHS CL A | 34631F102 | — | 28,614 shares | $1,071,308 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | — | 22,660 shares | $1,062,073 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 15,405 shares | $1,055,397 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 4,695 shares | $1,032,614 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 92206C664 | — | 8,807 shares | $988,451 |
| BADGER METER INC | COM | 056525108 | — | 7,948 shares | $981,896 |
| DISNEY WALT CO | COM | 254687106 | — | 9,181 shares | $963,056 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 1,366 shares | $923,045 |
| SPDR INDEX SHS FDS | ST PORT MARK ETF | 78463X509 | — | 17,279 shares | $894,339 |
| SPX TECHNOLOGIES INC | COM | 78473E103 | — | 5,245 shares | $889,342 |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | 78468R663 | — | 9,652 shares | $884,470 |
| SPDR SERIES TRUST | ST INTER BD ETF | 78464A375 | — | 26,467 shares | $854,351 |
| ISHARES TR | NEW YORK MUN ETF | 464288323 | — | 16,661 shares | $841,721 |
| PEPSICO INC | COM | 713448108 | — | 6,388 shares | $809,500 |
| BANK OF NY MELLON CORP | COM | 064058100 | — | 5,588 shares | $808,244 |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | 67092P201 | — | 7,019 shares | $797,959 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 5,824 shares | $729,476 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 662 shares | $705,627 |
| MERCK & CO INC | COM | 58933Y105 | — | 4,761 shares | $695,849 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | — | 7,569 shares | $678,442 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 1,432 shares | $654,959 |
| COCA COLA CO | COM | 191216100 | — | 7,342 shares | $635,866 |
| ISHARES TR | U.S. TECH ETF | 464287721 | — | 2,331 shares | $617,429 |