Westfuller Advisors, LLC
Long book
$231.7M
Q1 2026
Positions
756
Top-10 weight
36%
concentration
Last quarter
+10.3%
SPY +14.8%
Turnover
11%
of book per quarter
Strategy in plain words
auto-generated from filingsWestfuller Advisors, LLC is a wealth-management firm allocating client money, running a $231.7M US long book across 756 positions.
The portfolio is moderately concentrated (top 10 ≈ 36% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: ISHARES 0-3 MONTH TREASURY B, ISHARES US TREASURY BOND ETF, VANGUARD S&P 500 ETF, NVIDIA CORP, APPLE INC.
Over the last 7 quarters its long book ran on average 1.1pp per quarter behind the S&P 500, beating the index in 3 of 7 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q3 2024
-0.1%
Q4 2024
-1.1%
Q1 2025
+7.1%
Q2 2025
+5.6%
Q3 2025
+3.2%
Q4 2025
-2.2%
Q1 2026
+10.3%
Sector allocation
Technology 42%
Financials 13%
Consumer discretionary 12%
Industrials 9%
Healthcare 7%
Services media 5%
Utilities 3%
Other 2%
Long book by quarter
What does Westfuller Advisors, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 43.5K | $7.6M | 3.3% | +4.5% |
| AAPL APPLE INC | Technology | 29.3K | $7.4M | 3.2% | -4.1% |
| AMZN AMAZON.COM INC | Consumer discretionary | 27.7K | $5.8M | 2.5% | -5.0% |
| GOOGL ALPHABET INC-CL A | Technology | 10.3K | $2.9M | 1.3% | +0.1% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 6.1K | $2.9M | 1.3% | 0.0% |
| GOOG ALPHABET INC-CL C | Technology | 9.3K | $2.7M | 1.1% | -16.3% |
| AVGO BROADCOM INC | Technology | 7.6K | $2.4M | 1.0% | +0.5% |
| JPM JPMORGAN CHASE & CO | Financials | 7.7K | $2.3M | 1.0% | +12.1% |
| MSFT MICROSOFT CORP | Technology | 6.1K | $2.2M | 1.0% | -9.6% |
| LLY ELI LILLY & CO | Healthcare | 2.2K | $2.0M | 0.9% | -5.4% |
| JNJ JOHNSON & JOHNSON | Healthcare | 7.4K | $1.8M | 0.8% | -0.1% |
| GS GOLDMAN SACHS GROUP INC | Financials | 2.0K | $1.7M | 0.7% | -2.0% |
| LRCX LAM RESEARCH CORP | Industrials | 6.8K | $1.5M | 0.6% | +5.7% |
| UNP UNION PACIFIC CORP | Industrials | 5.0K | $1.2M | 0.5% | -13.0% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 4.7K | $1.1M | 0.5% | +534.8% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 1.0K | $1.0M | 0.4% | -8.9% |
| SBUX STARBUCKS CORP | Consumer discretionary | 11.2K | $1.0M | 0.4% | -5.2% |
| META META PLATFORMS INC-CLASS A | Technology | 1.7K | $996K | 0.4% | +0.2% |
| PEP PEPSICO INC | Consumer staples | 6.2K | $958K | 0.4% | -0.7% |
| AXP AMERICAN EXPRESS CO | Financials | 3.1K | $940K | 0.4% | +0.5% |
| DIS WALT DISNEY CO/THE | Services media | 9.3K | $895K | 0.4% | -1.3% |
| PANW PALO ALTO NETWORKS INC | Technology | 4.9K | $793K | 0.3% | -1.1% |
| BNY BANK OF NEW YORK MELLON CORP | Financials | 5.8K | $686K | 0.3% | +0.3% |
| TMO THERMO FISHER SCIENTIFIC INC | Other | 1.3K | $660K | 0.3% | -1.0% |
| WMG WARNER MUSIC GROUP CORP-CL A | Services media | 23.0K | $587K | 0.3% | Held |
| HON HONEYWELL INTERNATIONAL INC | Industrials | 2.5K | $573K | 0.2% | +14.6% |
| MA MASTERCARD INC - A | Services media | 1.1K | $545K | 0.2% | -2.4% |
| ED CONSOLIDATED EDISON INC | Utilities | 4.7K | $535K | 0.2% | +1611.2% |
| V VISA INC-CLASS A SHARES | Services media | 1.5K | $451K | 0.2% | -44.0% |
| HD HOME DEPOT INC | Consumer discretionary | 1.4K | $447K | 0.2% | +2.6% |
| CSCO CISCO SYSTEMS INC | Technology | 5.8K | $447K | 0.2% | -2.8% |
| CMCSA COMCAST CORP-CLASS A | Communications | 15.2K | $436K | 0.2% | -1.0% |
| MRK MERCK & CO. INC. | Healthcare | 3.1K | $371K | 0.2% | +1.8% |
| AMAT APPLIED MATERIALS INC | Technology | 1.1K | $365K | 0.2% | -15.4% |
| NXPI NXP SEMICONDUCTORS NV | Technology | 1.8K | $359K | 0.2% | -2.2% |
| AU ANGLOGOLD ASHANTI PLC | Materials | 3.6K | $354K | 0.2% | -1.8% |
| NSC NORFOLK SOUTHERN CORP | Industrials | 1.2K | $352K | 0.2% | +1.8% |
| BN BROOKFIELD CORP | Real estate | 8.6K | $350K | 0.2% | Held |
| CB CHUBB LTD | Financials | 1.1K | $347K | 0.1% | -29.5% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 28, 2026 | 761 | $231.7M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 21, 2026 | 772 | $247.3M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 30, 2025 | 766 | $219.9M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 11, 2025 | 114 | $175.4M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 25, 2025 | 98 | $149.8M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 20, 2025 | 91 | $157.4M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 7, 2024 | 82 | $139.3M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR/ARESTATEMENT | Feb 20, 2025 | 1 | $0 | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Jan 15, 2025 | 64 | $83.4M | SEC ↗ |