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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) |
|---|---|---|---|---|---|
| ANALOG DEVICES INC | COM | 032654105 | — | 378 shares | $149,825 |
| PFIZER INC | COM | 717081103 | — | 5,231 shares | $149,190 |
| TESLA INC | COM | 88160R101 | — | 414 shares | $146,966 |
| AEROVIRONMENT INC | COM | 008073108 | — | 1,000 shares | $142,220 |
| NISOURCE INC | COM | 65473P105 | — | 3,643 shares | $142,083 |
| CARDINAL HEALTH INC | COM | 14149Y108 | — | 638 shares | $141,944 |
| ASSURANT INC | COM | 04621X108 | — | 534 shares | $140,709 |
| HONEYWELL AEROSPACE INC | COM | 43849R105 | — | 899 shares | $139,318 |
| MONDELEZ INTL INC | CL A | 609207105 | — | 2,383 shares | $139,010 |
| ADOBE INC | COM | 00724F101 | — | 572 shares | $137,360 |
| PETROLEO BRASILEIRO S A | SPONSORED ADR | 71654V408 | — | 6,419 shares | $137,357 |
| ORACLE CORP | COM | 68389X105 | — | 976 shares | $133,952 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 249 shares | $133,698 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 502 shares | $132,517 |
| AMERICAN TOWER CORP | COM | 03027X100 | — | 792 shares | $131,008 |
| STATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 | — | 256 shares | $130,489 |
| WESTERN DIGITAL CORP | COM | 958102105 | — | 286 shares | $130,023 |
| CBRE GROUP INC | CL A | 12504L109 | — | 988 shares | $126,928 |
| IDEXX LABS INC | COM | 45168D104 | — | 242 shares | $126,370 |
| BUNGE GLOBAL SA | COM SHS | H11356104 | — | 1,158 shares | $123,875 |
| YUM BRANDS INC | COM | 988498101 | — | 895 shares | $122,024 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 621 shares | $121,528 |
| UNUM GROUP | COM | 91529Y106 | — | 1,355 shares | $118,900 |
| BORGWARNER INC | COM | 099724106 | — | 1,978 shares | $118,898 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 3,643 shares | $118,510 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 | — | 4,204 shares | $117,546 |
| CORNING INC | COM | 219350105 | — | 764 shares | $117,460 |
| NOKIA CORP | SPONSORED ADR | 654902204 | — | 11,481 shares | $116,415 |
| SOUTHERN CO | COM | 842587107 | — | 1,388 shares | $115,090 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 707 shares | $115,064 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | — | 295 shares | $114,732 |
| ISHARES TR | USD GRN BOND ETF | 46435U440 | — | 2,475 shares | $112,922 |
| UNITED RENTALS INC | COM | 911363109 | — | 112 shares | $112,528 |
| PROSHARES TR | S&P 500 DV ARIST | 74348A467 | — | 2,062 shares | $111,529 |
| ISHARES TR | ISHARES BIOTECH | 464287556 | — | 527 shares | $111,023 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 590 shares | $110,976 |
| RANGE RES CORP | COM | 75281A109 | — | 2,975 shares | $110,209 |
| KLA CORP | COM NEW | 482480100 | — | 557 shares | $108,480 |
| LOWES COS INC | COM | 548661107 | — | 582 shares | $107,282 |
| XCEL ENERGY INC | COM | 98389B100 | — | 1,500 shares | $106,587 |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | — | 506 shares | $104,957 |
| CEMEX SAB DE CV | SPON ADR NEW | 151290889 | — | 11,013 shares | $104,734 |
| ZOETIS INC | CL A | 98978V103 | — | 1,497 shares | $104,533 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 1,326 shares | $104,008 |
| DANAHER CORP DEL | COM | 235851102 | — | 463 shares | $102,721 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 | — | 633 shares | $102,675 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | — | 309 shares | $102,027 |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | — | 279 shares | $101,567 |
| ACUITY INC | COM | 00508Y102 | — | 325 shares | $100,715 |
| PENTAIR PLC | SHS | G7S00T104 | — | 1,894 shares | $100,349 |
| DUOLINGO INC | CL A COM | 26603R106 | — | 700 shares | $99,680 |
| AMPLIFY ETF TR | ETHO CLI LEA ETF | 032108557 | — | 1,237 shares | $98,554 |
| BAKER HUGHES COMPANY | CL A | 05722G100 | — | 1,758 shares | $96,514 |
| BLACK HILLS CORP | COM | 092113109 | — | 1,345 shares | $94,228 |
| ISHARES TR | BROAD USD HIGH | 46435U853 | — | 2,617 shares | $93,491 |
| HARLEY DAVIDSON INC | COM | 412822108 | — | 3,822 shares | $93,366 |
| FIRST SOLAR INC | COM | 336433107 | — | 528 shares | $92,484 |
| ALCOA CORP | COM | 013872106 | — | 2,177 shares | $91,439 |
| EXELON CORP | COM | 30161N101 | — | 2,261 shares | $91,347 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 | — | 798 shares | $89,775 |
| SYNOPSYS INC | COM | 871607107 | — | 206 shares | $89,598 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | — | 1,013 shares | $87,442 |
| EMERSON ELEC CO | COM | 291011104 | — | 549 shares | $85,182 |
| ISHARES TR | MSCI USA VALUE | 46432F388 | — | 428 shares | $84,797 |
| ARCH CAP GROUP LTD | ORD | G0450A105 | — | 916 shares | $84,602 |
| VULCAN MATLS CO | COM | 929160109 | — | 346 shares | $84,522 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | — | 490 shares | $84,474 |
| PROGRESSIVE CORP | COM | 743315103 | — | 398 shares | $82,544 |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | 46137V464 | — | 559 shares | $82,072 |
| AMERIPRISE FINL INC | COM | 03076C106 | — | 165 shares | $81,421 |
| ROCKET LAB CORP | COM | 773121108 | — | 1,155 shares | $80,480 |
| NORTHWESTERN ENERGY GROUP IN | COM NEW | 668074305 | — | 1,165 shares | $79,691 |
| VICOR CORP | COM | 925815102 | — | 274 shares | $79,170 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | — | 352 shares | $78,228 |
| RYDER SYS INC | COM | 783549108 | — | 340 shares | $77,472 |
| SELECT SECTOR SPDR TR | ST STR DISCR ETF | 81369Y407 | — | 711 shares | $77,387 |
| DNOW INC | COM | 67011P100 | — | 4,852 shares | $75,206 |
| AUTODESK INC | COM | 052769106 | — | 359 shares | $75,031 |
| TARGET CORP | COM | 87612E106 | — | 472 shares | $73,958 |
| PUBLIC SVC ENTERPRISE GROUP | COM | 744573106 | — | 1,094 shares | $73,684 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 448 shares | $72,910 |
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 | — | 912 shares | $70,926 |
| LYONDELLBASELL INDUSTRIES NV | SHS - A - | N53745100 | — | 1,205 shares | $69,242 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 1,094 shares | $68,246 |
| NEW YORK TIMES CO MTN BE | CL A | 650111107 | — | 1,040 shares | $66,260 |
| MERCADOLIBRE INC | COM | 58733R102 | — | 38 shares | $65,430 |
| ISHARES TR | INTRM GOV CR ETF | 464288612 | — | 627 shares | $64,573 |
| FIFTH THIRD BANCORP | COM | 316773100 | — | 1,257 shares | $64,108 |
| BANK OF AMER CORP | COM | 060505104 | — | 1,174 shares | $63,899 |
| COLGATE PALMOLIVE CO | COM | 194162103 | — | 742 shares | $63,347 |
| FLUOR CORP | COM | 343412102 | — | 1,310 shares | $62,723 |
| TOTALENERGIES SE | ACT | F92124100 | — | 730 shares | $62,415 |
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 | — | 1,997 shares | $61,807 |
| WELLS FARGO & CO | COM | 949746101 | — | 769 shares | $61,558 |
| BP PLC | SPONSORED ADR | 055622104 | — | 1,376 shares | $60,529 |
| INVESCO EXCHANGE TRADED FD T | WILDERHIL CLAN | 46137V134 | — | 2,069 shares | $60,142 |
| VANGUARD WORLD FD | CONSUM STP ETF | 92204A207 | — | 273 shares | $59,571 |
| WABTEC | COM | 929740108 | — | 207 shares | $59,519 |
| GARRETT MOTION INC | COM | 366505105 | — | 2,215 shares | $57,656 |
| VANGUARD WORLD FD | UTILITIES ETF | 92204A876 | — | 336 shares | $57,494 |