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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) |
|---|---|---|---|---|---|
| HERC HLDGS INC | COM | 42704L104 | — | 457 shares | $57,034 |
| GALLAGHER ARTHUR J & CO | COM | 363576109 | — | 250 shares | $57,030 |
| PNC FINL SVCS GROUP INC | COM | 693475105 | — | 248 shares | $55,077 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | — | 122 shares | $54,596 |
| HAWAIIAN ELEC INDS INC MTN B | COM | 419870100 | — | 6,000 shares | $53,640 |
| TELEFONICA BRASIL SA | SPONSORED ADS | 87936R205 | — | 4,579 shares | $52,434 |
| QNITY ELECTRONICS INC | COMMON STOCK | 74743L100 | — | 410 shares | $51,594 |
| CONAGRA BRANDS INC | COM | 205887102 | — | 3,760 shares | $50,534 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | — | 620 shares | $50,350 |
| BROOKFIELD RENEWABLE CORP | CL A EX SUB VTG | 11285B108 | — | 1,772 shares | $50,013 |
| BROOKFIELD INFRASTRUCTURE PA | LP INT UNIT | G16252101 | — | 1,389 shares | $49,388 |
| BLACKSTONE SECD LENDING FD | COMMON STOCK | 09261X102 | — | 1,984 shares | $49,104 |
| RYDER SYS INC | COM | 783549108 | — | 209 shares | $47,704 |
| AMERESCO INC | CL A | 02361E108 | — | 2,286 shares | $47,343 |
| MOODYS CORP | COM | 615369105 | — | 104 shares | $47,240 |
| ROKU INC | COM CL A | 77543R102 | — | 310 shares | $47,207 |
| REPUBLIC SVCS INC | COM | 760759100 | — | 224 shares | $47,074 |
| ISHARES TR | ESG MSCI KLD ETF | 464288570 | — | 322 shares | $47,070 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | — | 173 shares | $46,542 |
| DOLE PLC | ORD SHS | G27907107 | — | 3,559 shares | $45,544 |
| STATE STR CORP | COM | 857477103 | — | 259 shares | $45,162 |
| AAR CORP | COM | 000361105 | — | 435 shares | $44,162 |
| ARES CAPITAL CORP | COM | 04010L103 | — | 2,299 shares | $43,904 |
| CVS HEALTH CORP | COM | 126650100 | — | 505 shares | $43,245 |
| BUTTERFLY NETWORK INC | COM CL A | 124155102 | — | 4,717 shares | $42,264 |
| 3M CO | COM | 88579Y101 | — | 255 shares | $41,858 |
| GENERAL MILLS INC | COM | 370334104 | — | 1,279 shares | $41,133 |
| METLIFE INC | COM | 59156R108 | — | 434 shares | $40,865 |
| GENERAL DYNAMICS CORP | COM | 369550108 | — | 122 shares | $40,483 |
| EBAY INC. | COM | 278642103 | — | 378 shares | $40,118 |
| BLACKSTONE INC | COM | 09260D107 | — | 353 shares | $39,553 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | — | 498 shares | $38,989 |
| ISHARES TR | ESG OPTIMIZED | 464288802 | — | 244 shares | $37,986 |
| DOLLAR TREE INC | COM | 256746108 | — | 327 shares | $37,285 |
| FASTENAL CO | COM | 311900104 | — | 735 shares | $36,427 |
| DUPONT DE NEMOURS INC | COMMON STOCK | 26614N201 | — | 275 shares | $35,704 |
| BLUE OWL CAPITAL CORPORATION | COM | 69121K104 | — | 3,282 shares | $35,447 |
| HARTFORD INSURANCE GROUP INC | COM | 416515104 | — | 283 shares | $34,771 |
| ISHARES TR | MBS ETF | 464288588 | — | 383 shares | $34,324 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | — | 600 shares | $33,706 |
| CITIZENS FINL GROUP INC | COM | 174610105 | — | 504 shares | $32,135 |
| LOEWS CORP | COM | 540424108 | — | 300 shares | $31,338 |
| TRUIST FINL CORP | COM | 89832Q109 | — | 670 shares | $31,009 |
| D R HORTON INC | COM | 23331A109 | — | 226 shares | $30,883 |
| ON SEMICONDUCTOR CORP | COM | 682189105 | — | 396 shares | $30,441 |
| VANGUARD INDEX FDS | MRNGSTR SML CP V | 922908611 | — | 130 shares | $29,921 |
| MONOLITHIC PWR SYS INC | COM | 609839105 | — | 22 shares | $29,915 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | — | 115 shares | $29,869 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 16 shares | $29,840 |
| ENPRO INC | COM | 29355X107 | — | 97 shares | $29,796 |
| MEDTRONIC PLC | SHS | G5960L103 | — | 339 shares | $29,540 |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | 389930207 | — | 796 shares | $29,412 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 | — | 91 shares | $28,878 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | — | 802 shares | $28,803 |
| VANECK ETF TRUST | LOW CARBN ENERGY | 92189F502 | — | 212 shares | $28,291 |
| AMERICAN WTR WKS CO INC NEW | COM | 030420103 | — | 216 shares | $27,930 |
| SHERWIN WILLIAMS CO | COM | 824348106 | — | 86 shares | $27,851 |
| C H ROBINSON WORLDWIDE IN | COM NEW | 12541W209 | — | 186 shares | $27,715 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 201 shares | $27,390 |
| LINCOLN NATL CORP IND | COM | 534187109 | — | 675 shares | $27,176 |
| SPDR SERIES TRUST | ST SHOR CORP ETF | 78464A474 | — | 915 shares | $27,071 |
| HUT 8 CORP | COM | 44812J104 | — | 314 shares | $27,035 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | — | 44 shares | $26,796 |
| COPART INC | COM | 217204106 | — | 904 shares | $24,661 |
| INVESCO EXCHANGE TRADED FD T | WATER RES ETF | 46137V142 | — | 361 shares | $24,501 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 | — | 32 shares | $24,319 |
| ONEOK INC NEW | COM | 30609A109 | — | 282 shares | $24,035 |
| CSX CORP | COM | 126408103 | — | 514 shares | $23,908 |
| INFOSYS LTD | SPONSORED ADR | 456788108 | — | 2,216 shares | $23,844 |
| AMYLYX PHARMACEUTICALS INC | COM | 03237H101 | — | 819 shares | $23,833 |
| PROLOGIS INC. | COM | 74340W103 | — | 181 shares | $23,548 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | — | 412 shares | $23,353 |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 | — | 361 shares | $23,317 |
| NAVITAS SEMICONDUCTOR CORP | COM | 63942X106 | — | 1,993 shares | $23,139 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 25 shares | $23,077 |
| ALCON AG | ORD SHS | H01301128 | — | 343 shares | $22,209 |
| KIMBERLY-CLARK CORP | COM | 494368103 | — | 222 shares | $21,914 |
| ALLSTATE CORP | COM | 020002101 | — | 98 shares | $21,838 |
| SOLSTICE ADVANCED MATLS INC | COM SHS | 83443Q103 | — | 384 shares | $21,628 |
| CBOE GLOBAL MKTS INC | COM | 12503M108 | — | 78 shares | $21,562 |
| ISHARES TR | U.S. FINLS ETF | 464287788 | — | 167 shares | $20,960 |
| ASTRAZENECA PLC | ORD | G0593M107 | — | 129 shares | $20,881 |
| CINTAS CORP | COM | 172908105 | — | 107 shares | $20,871 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | — | 42 shares | $20,470 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | — | 463 shares | $20,210 |
| ALBEMARLE CORP | COM | 012653101 | — | 189 shares | $20,053 |
| D-WAVE QUANTUM INC | COM | 26740W109 | — | 1,188 shares | $19,685 |
| ISHARES TR | GLOBAL REIT ETF | 46434V647 | — | 751 shares | $19,353 |
| ROCKWELL AUTOMATION INC | COM | 773903109 | — | 43 shares | $18,891 |
| BANK NOVA SCOTIA B C | COM | 064149107 | — | 206 shares | $18,713 |
| EXPEDIA GROUP INC | COM NEW | 30212P303 | — | 70 shares | $18,538 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 95 shares | $18,365 |
| VERSANT MEDIA GROUP INC | COM CL A | 925283103 | — | 578 shares | $18,323 |
| HEALTHPEAK PROPERTIES INC | COM | 42250P103 | — | 916 shares | $18,293 |
| ISHARES TR | CORE 30 70 ETF | 464289883 | — | 453 shares | $18,266 |
| META PLATFORMS INC | CL A | 30303M102 | — | 25 shares | $18,130 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 94 shares | $17,995 |
| MARSH & MCLENNAN COS INC | COM | 571748102 | — | 104 shares | $17,784 |
| DIGITAL RLTY TR INC | COM | 253868103 | — | 101 shares | $17,729 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | — | 205 shares | $17,509 |