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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) |
|---|---|---|---|---|---|
| KENVUE INC | COM | 49177J102 | — | 513 shares | $9,160 |
| HUBBELL INC | COM | 443510607 | — | 20 shares | $9,097 |
| CLOROX CO DEL | COM | 189054109 | — | 111 shares | $9,019 |
| KYNDRYL HLDGS INC | COMMON STOCK | 50155Q100 | — | 800 shares | $9,008 |
| DARDEN RESTAURANTS INC | COM | 237194105 | — | 46 shares | $8,961 |
| EXTRA SPACE STORAGE INC | COM | 30225T102 | — | 66 shares | $8,743 |
| AIRBNB INC | COM CL A | 009066101 | — | 54 shares | $8,675 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | — | 57 shares | $8,666 |
| DIAGEO PLC | SPON ADR NEW | 25243Q205 | — | 101 shares | $8,646 |
| HOULIHAN LOKEY INC | CL A | 441593100 | — | 68 shares | $8,545 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 | — | 169 shares | $8,500 |
| TE CONNECTIVITY PLC | ORD SHS | G87052109 | — | 40 shares | $8,467 |
| COREWEAVE INC | COM CL A | 21873S108 | — | 97 shares | $8,451 |
| ROPER TECHNOLOGIES INC | COM | 776696106 | — | 24 shares | $8,396 |
| SOUTHWEST AIRLS CO | COM | 844741108 | — | 200 shares | $8,336 |
| WAYFAIR INC | CL A | 94419L101 | — | 80 shares | $8,205 |
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | — | 28 shares | $8,110 |
| GENERAC HLDGS INC | COM | 368736104 | — | 39 shares | $8,071 |
| AON PLC | SHS CL A | G0403H108 | — | 29 shares | $8,045 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | — | 145 shares | $7,968 |
| CHARLES SCHWAB CORP (THE) | COM | 808513105 | — | 81 shares | $7,917 |
| TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 | — | 24 shares | $7,820 |
| NEXTPOWER INC | COM | 65290E101 | — | 100 shares | $7,793 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 | — | 28 shares | $7,790 |
| AMBEV SA | SPONSORED ADR | 02319V103 | — | 2,633 shares | $7,725 |
| ROSS STORES INC | COM | 778296103 | — | 33 shares | $7,702 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | — | 24 shares | $7,635 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 50 shares | $7,543 |
| ARES MANAGEMENT CORPORATION | CL A COM STK | 03990B101 | — | 64 shares | $7,435 |
| ISHARES TR | US INDUSTRIALS | 464287754 | — | 48 shares | $7,364 |
| LAUDER ESTEE COS INC | CL A | 518439104 | — | 79 shares | $7,311 |
| SUMITOMO MITSUI FIN GRP INC | SPONSORED ADR | 86562M209 | — | 280 shares | $7,255 |
| SYNCHRONY FINANCIAL | COM | 87165B103 | — | 102 shares | $7,239 |
| BCE INC | COM NEW | 05534B760 | — | 350 shares | $7,227 |
| SUN LIFE FINANCIAL INC. | COM | 866796105 | — | 92 shares | $7,141 |
| SOLVENTUM CORP | COM SHS | 83444M101 | — | 81 shares | $7,140 |
| VEEVA SYS INC | CL A COM | 922475108 | — | 25 shares | $7,136 |
| OTIS WORLDWIDE CORP | COM | 68902V107 | — | 110 shares | $7,075 |
| NIKE INC | CL B | 654106103 | — | 195 shares | $7,059 |
| ROYAL CARIBBEAN GROUP | COM | V7780T103 | — | 26 shares | $6,951 |
| UBS GROUP AG | SHS | H42097107 | — | 142 shares | $6,834 |
| COCA-COLA FEMSA SAB DE CV | SPONS ADS REP | 191241108 | — | 63 shares | $6,807 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 13 shares | $6,688 |
| BROWN FORMAN CORP | CL B | 115637209 | — | 251 shares | $6,642 |
| RAYMOND JAMES FINL INC | COM | 754730109 | — | 42 shares | $6,611 |
| FIRST TR EXCHANGE-TRADED FD | NAS CLNEDG GREEN | 33733E500 | — | 137 shares | $6,609 |
| PPG INDS INC | COM | 693506107 | — | 63 shares | $6,573 |
| LIBERTY ALL STAR EQUITY FD | SH BEN INT | 530158104 | — | 1,132 shares | $6,534 |
| REGIONS FINANCIAL CORP NEW | COM | 7591EP100 | — | 236 shares | $6,408 |
| WILLIAMS SONOMA INC | COM | 969904101 | — | 28 shares | $6,382 |
| WIPRO LTD | SPON ADR 1 SH | 97651M109 | — | 3,699 shares | $6,103 |
| ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | — | 68 shares | $6,057 |
| HORMEL FOODS CORP | COM | 440452100 | — | 303 shares | $6,050 |
| METTLER TOLEDO INTERNATIONAL | COM | 592688105 | — | 4 shares | $6,044 |
| TARGA RES CORP | COM | 87612G101 | — | 22 shares | $5,947 |
| MCCORMICK & CO INC | COM NON VTG | 579780206 | — | 126 shares | $5,853 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 20 shares | $5,823 |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | — | 50 shares | $5,817 |
| TYLER TECHNOLOGIES INC | COM | 902252105 | — | 18 shares | $5,735 |
| KINDER MORGAN INC DEL | COM | 49456B101 | — | 190 shares | $5,729 |
| INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | — | 67 shares | $5,626 |
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 | — | 65 shares | $5,563 |
| CRH PLC | ORD | G25508105 | — | 67 shares | $5,548 |
| RALPH LAUREN CORP | CL A | 751212101 | — | 15 shares | $5,370 |
| CELANESE CORP DEL | COM | 150870103 | — | 121 shares | $5,369 |
| LIBERTY MEDIA CORP DEL | COM SER C | 531229755 | — | 58 shares | $5,359 |
| NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | — | 364 shares | $5,336 |
| SEMPRA | COM | 816851109 | — | 67 shares | $5,267 |
| MOHAWK INDS INC | COM | 608190104 | — | 42 shares | $5,238 |
| VALE S A | SPONSORED ADS | 91912E105 | — | 388 shares | $5,203 |
| WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | — | 14 shares | $5,191 |
| NUCOR CORP | COM | 670346105 | — | 22 shares | $5,155 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 75 shares | $5,134 |
| IQVIA HLDGS INC | COM | 46266C105 | — | 18 shares | $4,839 |
| DOVER CORP | COM | 260003108 | — | 26 shares | $4,796 |
| KONINKLIJKE PHILIPS N V | NY REGIS SHS NEW | 500472303 | — | 195 shares | $4,770 |
| SNAP ON INC | COM | 833034101 | — | 13 shares | $4,770 |
| WILLIS TOWERS WATSON PLC LTD | SHS | G96629103 | — | 16 shares | $4,762 |
| AUTONATION INC | COM | 05329W102 | — | 30 shares | $4,723 |
| TWILIO INC | CL A | 90138F102 | — | 16 shares | $4,679 |
| CINCINNATI FINL CORP | COM | 172062101 | — | 29 shares | $4,649 |
| VANGUARD WORLD FD | MRNGSTR MEGA CAP | 921910816 | — | 50 shares | $4,645 |
| TIM S A | SPONSORED ADR | 88706T108 | — | 255 shares | $4,606 |
| VERISIGN INC | COM | 92343E102 | — | 16 shares | $4,527 |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 | — | 20 shares | $4,452 |
| ISHARES TR | LOW CA OP MS ETF | 46434V464 | — | 17 shares | $4,397 |
| INVESCO EXCH TRADED FD TR II | EMRNG MKT SVRG | 46138E784 | — | 219 shares | $4,354 |
| NORTHROP GRUMMAN CORP | COM | 666807102 | — | 9 shares | $4,351 |
| FISERV INC | COM | 337738108 | — | 96 shares | $4,337 |
| TRANSDIGM GROUP INC | COM | 893641100 | — | 4 shares | $4,330 |
| FERRARI N V | COM | N3167Y103 | — | 11 shares | $4,321 |
| DELUXE CORP MEDIUM TERM NTS | COM | 248019101 | — | 185 shares | $4,248 |
| NETAPP INC | COM | 64110D104 | — | 20 shares | $4,202 |
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | — | 58 shares | $4,160 |
| SPDR SERIES TRUST | ST STR SP RETAIL | 78464A714 | — | 50 shares | $4,129 |
| CARVANA CO | CL A | 146869102 | — | 65 shares | $4,065 |
| PARAMOUNT SKYDANCE CORP | COM CL B | 69932A204 | — | 390 shares | $4,049 |
| STANLEY BLACK & DECKER INC | COM | 854502101 | — | 46 shares | $4,032 |
| ENTERGY CORP NEW | COM | 29364G103 | — | 40 shares | $4,018 |
| LI AUTO INC | SPONSORED ADS | 50202M102 | — | 348 shares | $3,953 |