← Back to Discover
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) |
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | 25434V674 | — | 28 shares | $1,366 |
| WEYERHAEUSER CO | COM NEW | 962166104 | — | 71 shares | $1,353 |
| VIRTUS EQUITY & CONV INCM FD | COM | 92841M101 | — | 54 shares | $1,352 |
| DELTA AIR LINES INC | COM NEW | 247361702 | — | 16 shares | $1,335 |
| ALPHABET INC | DEP SHS RP1/20 A | 02079K404 | — | 0 shares | $1,325 |
| INVESCO EXCHANGE TRADED FD T | FINL PFD ETF | 46137V621 | — | 104 shares | $1,321 |
| MOLSON COORS BEVERAGE CO | CL B | 60871R209 | — | 36 shares | $1,317 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 | — | 7 shares | $1,305 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | — | 14 shares | $1,266 |
| ALPHABET INC | DEP SHS RP1/20 B | 02079K602 | — | 0 shares | $1,261 |
| DECKERS OUTDOOR CORP | COM | 243537107 | — | 16 shares | $1,250 |
| LKQ CORP | COM | 501889208 | — | 51 shares | $1,169 |
| LIBERTY CAP CORP | SER C GCI GROUP | 36164V800 | — | 50 shares | $1,160 |
| INGEVITY CORP | COM | 45688C107 | — | 16 shares | $1,132 |
| TRANSUNION | COM | 89400J107 | — | 18 shares | $1,100 |
| ENEL CHILE SA | SPONSORED ADR | 29278D105 | — | 254 shares | $1,074 |
| BXP INC | COM | 101121101 | — | 17 shares | $1,037 |
| COOPER COS INC | COM | 216648501 | — | 18 shares | $1,018 |
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | — | 4 shares | $987 |
| GSK PLC | SPONSORED ADR | 37733W204 | — | 20 shares | $973 |
| DICKS SPORTING GOODS INC | COM | 253393102 | — | 7 shares | $940 |
| MERITAGE HOMES CORP | COM | 59001A102 | — | 14 shares | $885 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | — | 9 shares | $846 |
| NOVO-NORDISK A S | ADR | 670100205 | — | 22 shares | $838 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 10 shares | $812 |
| NUSHARES ETF TR | NUVEEN ESG MIDVL | 67092P508 | — | 18 shares | $762 |
| MILLROSE PPTYS INC | COM CL A | 601137102 | — | 29 shares | $753 |
| GARTNER INC | COM | 366651107 | — | 4 shares | $746 |
| MOBILITY GLOBAL INC | COM SHS | 60744M106 | — | 42 shares | $720 |
| CROWN CASTLE INC | COM | 22822V101 | — | 10 shares | $686 |
| RESMED INC | COM | 761152107 | — | 3 shares | $663 |
| HYATT HOTELS CORP | COM CL A | 448579102 | — | 4 shares | $634 |
| ROYCE SMALL CAP TRUST INC | COM | 780910105 | — | 36 shares | $623 |
| ISHARES TR | CORE MSCI INTL | 46435G326 | — | 6 shares | $537 |
| INVESCO LTD | SHS | G491BT108 | — | 14 shares | $422 |
| U HAUL HOLDING COMPANY | COM | 023586100 | — | 7 shares | $421 |
| TERADYNE INC | COM | 880770102 | — | 1 shares | $401 |
| BLOCK INC | CL A | 852234103 | — | 5 shares | $368 |
| ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 | — | 7 shares | $342 |
| STANTEC INC | COM | 85472N109 | — | 5 shares | $340 |
| ZIONS BANCORPORATION NATL AS | COM | 989701107 | — | 5 shares | $313 |
| VISTANCE NETWORKS INC | COM | 20337X109 | — | 24 shares | $144 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 | — | 2 shares | $89 |
| COHEN & STEERS TOTAL RETURN | COM | 19247R103 | — | 6 shares | $60 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | — | 1 shares | $60 |
| ISHARES TR | MSCI USA MIN ETF | 46429B697 | — | 0 shares | $32 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | — | 1 shares | $28 |
| ISHARES TR | US HLTHCARE ETF | 464287762 | — | 0 shares | $25 |
| LEGG MASON ETF INVT | FRANKLIN US LOW | 52468L406 | — | 1 shares | $24 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | — | 0 shares | $22 |
| BECTON DICKINSON & CO | COM | 075887109 | — | 0 shares | $20 |
| MATCH GROUP INC NEW | COM | 57667L107 | — | 0 shares | $17 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 | — | 0 shares | $15 |
| WHIRLPOOL CORP | COM | 963320106 | — | 0 shares | $13 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 | — | 0 shares | $12 |
| SPDR SERIES TRUST | ST STR RATE ETF | 78468R200 | — | 0 shares | $10 |
| ADAMS DIVERSIFIED EQUITY FD | COM | 006212104 | — | 0 shares | $9 |
| SKYWORKS SOLUTIONS INC | COM | 83088M102 | — | 0 shares | $8 |
| SELECT SECTOR SPDR TR | ST STR STAPL ETF | 81369Y308 | — | 0 shares | $7 |
| TAPESTRY INC | COM | 876030107 | — | 0 shares | $7 |
| LAZARD INC | COM | 52110M109 | — | 0 shares | $3 |
| ALLEGION PLC | ORD SHS | G0176J109 | — | 0 shares | $2 |
| LUMEN TECHNOLOGIES INC | COM | 550241103 | — | 0 shares | $2 |
| LESLIES INC | COM | 527064208 | — | 5 shares | $1 |