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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) |
|---|---|---|---|---|---|
| KB FINL GROUP INC | SPONSORED ADR | 48241A105 | — | 32 shares | $3,939 |
| PAYCOM SOFTWARE INC | COM | 70432V102 | — | 18 shares | $3,918 |
| KRAFT HEINZ CO | COM | 500754106 | — | 170 shares | $3,862 |
| DBX ETF TR | XTRACK USD HIGH | 233051432 | — | 109 shares | $3,839 |
| VOYA FINANCIAL INC | COM | 929089100 | — | 40 shares | $3,817 |
| APPLIED DIGITAL CORP | COM NEW | 038169207 | — | 156 shares | $3,802 |
| M & T BK CORP | COM | 55261F104 | — | 17 shares | $3,775 |
| PIMCO ETF TR | INV GRD CRP BD | 72201R817 | — | 41 shares | $3,764 |
| VANECK ETF TRUST | FALLEN ANGEL HG | 92189F437 | — | 135 shares | $3,754 |
| HALEON PLC | SPON ADS | 405552100 | — | 412 shares | $3,708 |
| MONTE ROSA THERAPEUTICS INC | COM | 61225M102 | — | 301 shares | $3,591 |
| THE CAMPBELLS COMPANY | COM | 134429109 | — | 179 shares | $3,550 |
| BERKLEY W R CORP | COM | 084423102 | — | 52 shares | $3,539 |
| TRIMBLE INC | COM | 896239100 | — | 61 shares | $3,484 |
| LENNAR CORP | CL A | 526057104 | — | 42 shares | $3,427 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | — | 30 shares | $3,413 |
| EOG RES INC | COM | 26875P101 | — | 25 shares | $3,394 |
| AXON ENTERPRISE INC | COM | 05464C101 | — | 8 shares | $3,380 |
| KROGER CO | COM | 501044101 | — | 57 shares | $3,341 |
| U HAUL HOLDING COMPANY | COM SER N | 023586506 | — | 63 shares | $3,330 |
| DOORDASH INC | CL A | 25809K105 | — | 18 shares | $3,304 |
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 | — | 19 shares | $3,303 |
| HYCROFT MINING HOLDING CORP | CL A NEW | 44862P208 | — | 173 shares | $3,294 |
| FREEPORT MCMORAN INC | CL B | 35671D857 | — | 47 shares | $3,290 |
| DEVON ENERGY CORP NEW | COM | 25179M103 | — | 71 shares | $3,269 |
| IRON MTN INC DEL | COM | 46284V101 | — | 29 shares | $3,243 |
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | — | 13 shares | $3,208 |
| HASBRO INC | COM | 418056107 | — | 36 shares | $3,193 |
| CARNIVAL CORP LTD | COMMON SHARES | G2004J103 | — | 130 shares | $3,190 |
| STEEL DYNAMICS INC | COM | 858119100 | — | 14 shares | $3,110 |
| QUEST DIAGNOSTICS INC | COM | 74834L100 | — | 13 shares | $3,032 |
| EMCOR GROUP INC | COM | 29084Q100 | — | 4 shares | $3,018 |
| LAMB WESTON HLDGS INC | COM | 513272104 | — | 72 shares | $2,991 |
| PHINIA INC | COMMON STOCK | 71880K101 | — | 50 shares | $2,972 |
| CROWN CASTLE INC | COM | 22822V101 | — | 44 shares | $2,933 |
| TECHNIPFMC PLC | COM | G87110105 | — | 43 shares | $2,921 |
| REALTY INCOME CORP | COM | 756109104 | — | 53 shares | $2,892 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | — | 6 shares | $2,882 |
| ATLASSIAN CORPORATION | CL A | 049468101 | — | 16 shares | $2,869 |
| INVESCO EXCH TRADED FD TR II | PFD ETF | 46138E511 | — | 282 shares | $2,840 |
| ELANCO ANIMAL HEALTH INC | COM | 28414H103 | — | 125 shares | $2,799 |
| LABCORP HOLDINGS INC | COM SHS | 504922105 | — | 9 shares | $2,780 |
| TOYOTA MOTOR CORP | ADS | 892331307 | — | 15 shares | $2,747 |
| HALLIBURTON CO | COM | 406216101 | — | 85 shares | $2,703 |
| INVESCO EXCH TRADED FD TR II | INVESCO PHLX SM | 46138G615 | — | 27 shares | $2,688 |
| F5 INC | COM | 315616102 | — | 6 shares | $2,671 |
| ATMOS ENERGY CORP | COM | 049560105 | — | 17 shares | $2,659 |
| VIVMARK RESIDENTIAL | SH BEN INT | 29476L107 | — | 43 shares | $2,596 |
| FOX CORP | CL B COM | 35137L204 | — | 46 shares | $2,594 |
| EXPEDITORS INTL WASH INC | COM | 302130109 | — | 14 shares | $2,585 |
| SMUCKER J M CO | COM NEW | 832696405 | — | 21 shares | $2,541 |
| GLOBAL PMTS INC | COM | 37940X102 | — | 31 shares | $2,532 |
| HERSHEY CO | COM | 427866108 | — | 16 shares | $2,522 |
| ROYALTY PHARMA PLC | SHS CLASS A | G7709Q104 | — | 43 shares | $2,509 |
| DATADOG INC | CL A COM | 23804L103 | — | 9 shares | $2,465 |
| LPL FINL HLDGS INC | COM | 50212V100 | — | 8 shares | $2,446 |
| FLUENCE ENERGY INC | COM CL A | 34379V103 | — | 316 shares | $2,427 |
| CF INDUSTRIES HOLD | COM | 125269100 | — | 20 shares | $2,325 |
| PRICE T ROWE GROUP INC | COM | 74144T108 | — | 22 shares | $2,289 |
| SMURFIT WESTROCK PLC | SHS | G8267P108 | — | 51 shares | $2,249 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 9 shares | $2,231 |
| TERAWULF INC | COM | 88080T104 | — | 148 shares | $2,190 |
| ULTA BEAUTY INC | COM | 90384S303 | — | 4 shares | $2,185 |
| INCYTE CORP | COM | 45337C102 | — | 18 shares | $2,184 |
| WASTE CONNECTIONS INC | COM | 94106B101 | — | 14 shares | $2,155 |
| XPO INC | COM | 983793100 | — | 12 shares | $2,112 |
| OUSTER INC | COM NEW | 68989M202 | — | 52 shares | $2,098 |
| APTIV PLC | COM SHS | G3265R107 | — | 48 shares | $2,065 |
| NRG ENERGY INC | COM NEW | 629377508 | — | 21 shares | $2,009 |
| ZSCALER INC | COM | 98980G102 | — | 10 shares | $1,994 |
| GLOBAL X FDS | NASDAQ 100 COVER | 37954Y483 | — | 107 shares | $1,989 |
| CMS ENERGY CORP | COM | 125896100 | — | 31 shares | $1,955 |
| KONTOOR BRANDS INC | COM | 50050N103 | — | 30 shares | $1,891 |
| IDEX CORP | COM | 45167R104 | — | 8 shares | $1,824 |
| RALLIANT CORP | COM | 750940108 | — | 26 shares | $1,801 |
| CORTEVA INC | COM | 22052L104 | — | 23 shares | $1,792 |
| HUNT J B TRANS SVCS INC | COM | 445658107 | — | 8 shares | $1,792 |
| FAIR ISAAC CORP | COM | 303250104 | — | 3 shares | $1,777 |
| GENUINE PARTS CO | COM | 372460105 | — | 14 shares | $1,775 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 | — | 26 shares | $1,700 |
| INTERNATIONAL PAPER CO | COM | 460146103 | — | 51 shares | $1,692 |
| PTC INC | COM | 69370C100 | — | 12 shares | $1,684 |
| MID-AMER APT CMNTYS INC | COM | 59522J103 | — | 14 shares | $1,648 |
| JACOBS SOLUTIONS INC | COM | 46982L108 | — | 12 shares | $1,631 |
| BALL CORP | COM | 058498106 | — | 29 shares | $1,627 |
| INVITATION HOMES INC | COM | 46187W107 | — | 61 shares | $1,624 |
| MSCI INC | COM | 55354G100 | — | 3 shares | $1,616 |
| BURLINGTON STORES INC | COM | 122017106 | — | 6 shares | $1,603 |
| SBA COMMUNICATIONS CORP | CL A | 78410G104 | — | 10 shares | $1,601 |
| TRACTOR SUPPLY CO | COM | 892356106 | — | 51 shares | $1,598 |
| PURECYCLE TECHNOLOGIES INC | COM | 74623V103 | — | 357 shares | $1,574 |
| KBR INC | COM | 48242W106 | — | 44 shares | $1,555 |
| WESTERN ALLIANCE BANCORP | COM | 957638109 | — | 20 shares | $1,518 |
| ANNALY CAPITAL MANAGEMENT IN | COM NEW | 035710839 | — | 77 shares | $1,512 |
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | — | 17 shares | $1,452 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 6 shares | $1,448 |
| FOX CORP | CL A COM | 35137L105 | — | 23 shares | $1,441 |
| PUBLIC STORAGE | COM | 74460D109 | — | 5 shares | $1,429 |
| LENNOX INTL INC | COM | 526107107 | — | 4 shares | $1,427 |
| PINNACLE FINL PARTNERS INC | COM | 72348N109 | — | 15 shares | $1,418 |