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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) |
|---|---|---|---|---|---|
| HOME DEPOT INC | COM | 437076102 | — | 2,071 shares | $589,236 |
| CISCO SYS INC | COM | 17275R102 | — | 5,297 shares | $570,160 |
| CATERPILLAR INC | COM | 149123101 | — | 702 shares | $569,175 |
| PROSHARES TR | S&P MDCP 400 DIV | 74347B680 | — | 6,513 shares | $563,226 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 6,207 shares | $559,356 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 993 shares | $547,492 |
| CHEVRON CORPORATION | COM | 166764100 | — | 2,587 shares | $528,330 |
| INTEL CORP | COM | 458140100 | — | 4,236 shares | $509,294 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 1,917 shares | $497,858 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 8,136 shares | $482,561 |
| CONSOLIDATED EDISON INC | COM | 209115104 | — | 4,716 shares | $482,053 |
| APPLIED MATLS INC | COM | 038222105 | — | 932 shares | $476,845 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 4,377 shares | $454,772 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 | — | 5,809 shares | $451,828 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | — | 1,854 shares | $442,222 |
| ISHARES TR | ESG AWRE 1 5 YR | 46435G243 | — | 17,352 shares | $423,908 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 2,074 shares | $422,930 |
| ABBVIE INC | COM | 00287Y109 | — | 1,587 shares | $415,252 |
| NUSHARES ETF TR | NUVEEN ESG INTL | 67092P805 | — | 10,251 shares | $407,067 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 8,513 shares | $390,493 |
| AMGEN INC | COM | 031162100 | — | 900 shares | $379,203 |
| EATON CORP PLC | SHS | G29183103 | — | 878 shares | $377,428 |
| WALMART INC | COM | 931142103 | — | 3,536 shares | $367,481 |
| COMCAST CORP NEW | CL A | 20030N101 | — | 16,401 shares | $356,883 |
| BLACKROCK INC | COM | 09290D101 | — | 331 shares | $349,811 |
| ISHARES TR | EXPANDED TECH | 464287515 | — | 3,230 shares | $343,961 |
| ANGLOGOLD ASHANTI PLC | COM SHS | G0378L100 | — | 3,632 shares | $341,224 |
| CHUBB LIMITED | COM | H1467J104 | — | 1,043 shares | $340,210 |
| MANAGER DIRECTED PORTFOLIOS | VERT GLB SUST RE | 56170L695 | — | 31,757 shares | $337,329 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 1,072 shares | $331,297 |
| PAYPAL HLDGS INC | COM | 70450Y103 | — | 6,181 shares | $324,686 |
| SANDISK CORP | COM | 80004C200 | — | 185 shares | $321,880 |
| TUTOR PERINI CORP | COM | 901109108 | — | 3,834 shares | $316,382 |
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 | — | 8,658 shares | $315,657 |
| PAYCHEX INC | COM | 704326107 | — | 3,186 shares | $313,821 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | — | 2,906 shares | $310,099 |
| QUALCOMM INC | COM | 747525103 | — | 1,660 shares | $305,513 |
| PROLOGIS INC. | COM | 74340W103 | — | 2,352 shares | $305,440 |
| AT&T INC | COM | 00206R102 | — | 12,515 shares | $305,373 |
| FORTINET INC | COM | 34959E109 | — | 1,695 shares | $302,949 |
| ISHARES TR | PFD AND INCM SEC | 464288687 | — | 10,206 shares | $301,065 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 3,037 shares | $300,181 |
| ISHARES TR | CUR HD EURZN ETF | 46434V639 | — | 6,006 shares | $290,932 |
| VANGUARD MUN BD FDS | INTERMEDIATE TRM | 922907738 | — | 3,048 shares | $290,578 |
| HONEYWELL INTL INC | COM | 438516205 | — | 1,369 shares | $288,877 |
| VANGUARD WORLD FD | FINANCIALS ETF | 92204A405 | — | 2,184 shares | $284,092 |
| BLOOM ENERGY CORP | COM CL A | 093712107 | — | 1,022 shares | $283,074 |
| NEWMONT CORP | COM | 651639106 | — | 2,436 shares | $280,995 |
| ISHARES TR | TIPS BD ETF | 464287176 | — | 2,685 shares | $279,382 |
| NETFLIX INC. | COM | 64110L106 | — | 3,918 shares | $272,614 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 1,480 shares | $271,320 |
| PACCAR INC | COM | 693718108 | — | 2,441 shares | $267,994 |
| JABIL INC | COM | 466313103 | — | 914 shares | $262,190 |
| RTX CORPORATION | COM | 75513E101 | — | 1,404 shares | $260,703 |
| DEERE & CO | COM | 244199105 | — | 385 shares | $259,150 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 1,103 shares | $257,368 |
| PAN AMERN SILVER CORP | COM | 697900108 | — | 5,636 shares | $256,508 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 1,758 shares | $255,429 |
| WELLTOWER INC | COM | 95040Q104 | — | 1,107 shares | $254,860 |
| HECLA MINING COMPANY | COM | 422704106 | — | 14,685 shares | $250,077 |
| VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 | — | 3,919 shares | $245,826 |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | 81369Y704 | — | 1,471 shares | $245,694 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 3,168 shares | $239,963 |
| ASTERA LABS INC | COM | 04626A103 | — | 667 shares | $237,432 |
| SPDR SERIES TRUST | ST STR SP600GRWO | 78464A201 | — | 2,214 shares | $236,832 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 639 shares | $234,381 |
| BANCO BILBAO VIZCAYA ARGENTA | SPONSORED ADR | 05946K101 | — | 8,320 shares | $231,880 |
| TRAVELERS COMPANIES INC | COM | 89417E109 | — | 635 shares | $226,433 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 849 shares | $224,747 |
| ISHARES TR | CRE U S REIT ETF | 464288521 | — | 3,565 shares | $219,519 |
| WW GRAINGER INC | COM | 384802104 | — | 173 shares | $214,983 |
| ECOLAB INC | COM | 278865100 | — | 776 shares | $213,767 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 1,688 shares | $212,123 |
| INTERNATIONAL SEAWAYS INC | COM | Y41053102 | — | 1,919 shares | $211,403 |
| MCDONALDS CORP | COM | 580135101 | — | 911 shares | $210,410 |
| BONDBLOXX ETF TRUST | BLOOMBERG TEN YR | 09789C812 | — | 4,644 shares | $196,813 |
| FIRST TR EXCHANGE-TRADED FD | NASDQ CLN EDGE | 33737A108 | — | 1,088 shares | $192,629 |
| ISHARES SILVER TR | ISHARES | 46428Q109 | — | 3,510 shares | $191,330 |
| GE VERNOVA INC | COM | 36828A101 | — | 200 shares | $190,158 |
| GRUPO CIBEST SA | SPON ADS | 40090E106 | — | 2,010 shares | $189,367 |
| IONQ INC | COM | 46222L108 | — | 4,246 shares | $186,230 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | — | 2,727 shares | $182,147 |
| BONDBLOXX ETF TRUST | BLOOMBERG SIX MN | 09789C788 | — | 3,559 shares | $178,844 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 1,181 shares | $176,072 |
| INTUIT | COM | 461202103 | — | 634 shares | $174,903 |
| SALESFORCE INC | COM | 79466L302 | — | 752 shares | $173,093 |
| PRUDENTIAL FINL INC | COM | 744320102 | — | 1,519 shares | $172,472 |
| XYLEM INC | COM | 98419M100 | — | 1,690 shares | $171,143 |
| S&P GLOBAL INC | COM | 78409V104 | — | 432 shares | $170,513 |
| JOHNSON CONTROLS INTERNATION | SHS | G51502105 | — | 1,142 shares | $170,281 |
| CME GROUP INC | COM | 12572Q105 | — | 648 shares | $169,854 |
| CITIGROUP INC | COM NEW | 172967424 | — | 1,299 shares | $168,216 |
| CUMMINS INC | COM | 231021106 | — | 322 shares | $166,182 |
| US BANCORP | COM NEW | 902973304 | — | 2,831 shares | $165,041 |
| TJX COS INC NEW | COM | 872540109 | — | 1,211 shares | $160,229 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 | — | 1,566 shares | $159,991 |
| BEST BUY INC | COM | 086516101 | — | 1,761 shares | $157,120 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | — | 497 shares | $157,117 |
| EQUINIX INC | COM | 29444U700 | — | 151 shares | $152,749 |
| AVERY DENNISON CORP | COM | 053611109 | — | 889 shares | $151,757 |