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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) |
|---|---|---|---|---|---|
| SYSCO CORP | COM | 871829107 | — | 222 shares | $17,288 |
| RUBRIK INC. | CL A | 781154109 | — | 150 shares | $17,171 |
| THE CIGNA GROUP | COM | 125523100 | — | 63 shares | $17,149 |
| QUANTA SVCS INC | COM | 74762E102 | — | 26 shares | $16,706 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 | — | 117 shares | $16,640 |
| PRINCIPAL FINANCIAL GROUP IN | COM | 74251V102 | — | 148 shares | $16,519 |
| VERISK ANALYTICS INC | COM | 92345Y106 | — | 97 shares | $16,281 |
| BIOGEN INC | COM | 09062X103 | — | 72 shares | $16,263 |
| KKR & CO INC | COM | 48251W104 | — | 178 shares | $16,251 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | — | 31 shares | $16,207 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | — | 500 shares | $15,975 |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | — | 213 shares | $15,848 |
| KEURIG DR PEPPER INC | COM | 49271V100 | — | 517 shares | $15,814 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | 81369Y605 | — | 294 shares | $15,700 |
| SIMON PPTY GROUP INC NEW | COM | 828806109 | — | 78 shares | $15,609 |
| GRACO INC | COM | 384109104 | — | 203 shares | $15,599 |
| KEYCORP | COM | 493267108 | — | 774 shares | $15,540 |
| AFLAC INC | COM | 001055102 | — | 137 shares | $15,351 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | — | 238 shares | $15,239 |
| SMITH A O CORP | COM | 831865209 | — | 268 shares | $15,107 |
| NASDAQ INC | COM | 631103108 | — | 162 shares | $14,921 |
| GENERAL MTRS CO | COM | 37045V100 | — | 193 shares | $14,894 |
| WORKDAY INC | CL A | 98138H101 | — | 78 shares | $14,856 |
| QUANTUM COMPUTING INC | COM | 74766W108 | — | 1,757 shares | $14,847 |
| WILLIAMS COS INC | COM | 969457100 | — | 217 shares | $14,749 |
| STERIS PLC | SHS USD | G8473T100 | — | 69 shares | $14,497 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 15 shares | $14,395 |
| APPLIED OPTOELECTRONICS INC | COM | 03823U102 | — | 145 shares | $14,393 |
| ROLLINS INC | COM | 775711104 | — | 475 shares | $14,307 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 75 shares | $14,029 |
| WATSCO INC | COM | 942622200 | — | 46 shares | $13,924 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 180 shares | $13,905 |
| BROWN & BROWN INC | COM | 115236101 | — | 220 shares | $13,407 |
| IRON MTN INC DEL | COM | 46284V101 | — | 120 shares | $13,379 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | — | 560 shares | $13,362 |
| NORTHERN TR CORP | COM | 665859104 | — | 78 shares | $13,311 |
| WATERS CORP | COM | 941848103 | — | 30 shares | $13,182 |
| FORTIVE CORP | COM | 34959J108 | — | 239 shares | $13,109 |
| HCA HEALTHCARE INC | COM | 40412C101 | — | 31 shares | $13,103 |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | — | 225 shares | $12,924 |
| COCA-COLA EUROPACIFIC PARTNE | SHS | G25839104 | — | 127 shares | $12,917 |
| T-MOBILE US INC | COM | 872590104 | — | 79 shares | $12,889 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 127 shares | $12,884 |
| ZOOM COMMUNICATIONS INC | CL A | 98980L101 | — | 140 shares | $12,708 |
| HUMANA INC | COM | 444859102 | — | 33 shares | $12,592 |
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 | — | 302 shares | $12,569 |
| FIRST TR EXCHANGE TRADED FD | NASDQ OIL GAS | 33738R845 | — | 328 shares | $12,474 |
| SANOFI SA | SPONSORED ADR | 80105N105 | — | 302 shares | $12,451 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 92206C730 | — | 36 shares | $12,317 |
| ESSENTIAL UTILS INC | COM | 29670G102 | — | 313 shares | $12,259 |
| S&P GLOBAL INC | COM | 78409V104 | — | 31 shares | $12,229 |
| JONES LANG LASALLE INC | COM | 48020Q107 | — | 40 shares | $12,221 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | — | 48 shares | $12,211 |
| LIBERTY LIVE HOLDINGS INC | COM SHS SER C | 530909308 | — | 125 shares | $12,156 |
| CENCORA INC | COM | 03073E105 | — | 40 shares | $12,035 |
| GEN DIGITAL INC | COM | 668771108 | — | 546 shares | $12,018 |
| VALERO ENERGY CORP | COM | 91913Y100 | — | 31 shares | $12,016 |
| MARATHON PETE CORP | COM | 56585A102 | — | 30 shares | $11,863 |
| VISHAY INTERTECHNOLOGY INC | COM | 928298108 | — | 363 shares | $11,810 |
| VANGUARD WORLD FD | COMM SRVC ETF | 92204A884 | — | 62 shares | $11,796 |
| HUNTINGTON BANCSHARES INC | COM | 446150104 | — | 762 shares | $11,739 |
| LOGITECH INTL S A | SHS | H50430232 | — | 115 shares | $11,614 |
| CHARLES RIV LABS INTL INC | COM | 159864107 | — | 39 shares | $11,505 |
| AKAMAI TECHNOLOGIES INC | COM | 00971T101 | — | 107 shares | $11,379 |
| AUTOZONE INC | COM | 053332102 | — | 4 shares | $11,320 |
| MCKESSON CORP | COM | 58155Q103 | — | 13 shares | $11,119 |
| VERALTO CORP | COM SHS | 92338C103 | — | 117 shares | $11,009 |
| SLB LIMITED | COM STK | 806857108 | — | 224 shares | $11,001 |
| GRAYSCALE ETHEREUM STAKING E | SHS | 389638107 | — | 513 shares | $10,996 |
| HOST HOTELS & RESORTS INC | COM | 44107P104 | — | 483 shares | $10,914 |
| CALIFORNIA WTR SVC GROUP | COM | 130788102 | — | 232 shares | $10,755 |
| ETSY INC | COM | 29786A106 | — | 150 shares | $10,724 |
| RIOT PLATFORMS INC | COM | 767292105 | — | 532 shares | $10,720 |
| ISHARES TR | MSCI ACWI EX US | 464288240 | — | 142 shares | $10,704 |
| GARMIN LTD | SHS | H2906T109 | — | 37 shares | $10,647 |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | 67092P300 | — | 202 shares | $10,611 |
| PHILLIPS 66 | COM | 718546104 | — | 41 shares | $10,468 |
| DOLLAR GEN CORP | COM | 256677105 | — | 87 shares | $10,403 |
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | — | 61 shares | $10,327 |
| EVERSOURCE ENERGY | COM | 30040W108 | — | 160 shares | $10,287 |
| EDISON INTL | COM | 281020107 | — | 190 shares | $10,196 |
| PULTE GROUP INC | COM | 745867101 | — | 87 shares | $10,078 |
| COMFORT SYS USA INC | COM | 199908104 | — | 6 shares | $9,925 |
| FORD MTR CO | COM | 345370860 | — | 820 shares | $9,886 |
| OWENS CORNING NEW | COM | 690742101 | — | 84 shares | $9,806 |
| MIZUHO FINANCIAL GROUP INC | SPONSORED ADR | 60687Y109 | — | 887 shares | $9,801 |
| CHURCH & DWIGHT CO INC | COM | 171340102 | — | 104 shares | $9,799 |
| COMMERCE BANCSHARES INC | COM | 200525103 | — | 179 shares | $9,791 |
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | — | 297 shares | $9,773 |
| ORMAT TECHNOLOGIES INC | COM | 686688102 | — | 106 shares | $9,709 |
| CENTENE CORP DEL | COM | 15135B101 | — | 156 shares | $9,691 |
| VODAFONE GROUP PLC | SPONSORED ADR | 92857W308 | — | 591 shares | $9,550 |
| T1 ENERGY INC | COM NEW | 35834F104 | — | 2,467 shares | $9,523 |
| RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 | — | 637 shares | $9,517 |
| DOMINION ENERGY INC | COM | 25746U109 | — | 156 shares | $9,441 |
| VENTAS INC | COM | 92276F100 | — | 110 shares | $9,420 |
| INGERSOLL RAND INC | COM | 45687V106 | — | 125 shares | $9,417 |
| CORPAY INC | COM SHS | 219948106 | — | 24 shares | $9,326 |
| FIDELITY NATL FINL INC | COM SHS | 31620R303 | — | 241 shares | $9,307 |
| HP INC | COM | 40434L105 | — | 293 shares | $9,250 |