Institutional Manager · CIK 0002024115
Westfuller Advisors, LLC
NEW YORK, NY · File #028-24427
Latest AUM
$247.3M
Positions
772
Top-10 Concentration
47.8%
Filings
8
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025772 pos · $247.3M
- 13F HOLDINGS REPORTQ/E Sep 2025766 pos · $219.9M
- 13F HOLDINGS REPORTQ/E Jun 2025114 pos · $175.4M
- 13F HOLDINGS REPORTQ/E Mar 202598 pos · $149.8M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 20241 pos · $0
- 13F HOLDINGS REPORTQ/E Dec 202491 pos · $157.4M
- 13F HOLDINGS REPORTQ/E Dec 202464 pos · $83.4M
- 13F HOLDINGS REPORTQ/E Sep 202482 pos · $139.3M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 46436E718 | 250,651 | $25.2M | 13.78% |
| 2 | VANGUARD INDEX FDS | 922908363 | 13,920 | $8.7M | 4.78% |
| 3 | APPLE INC | AAPL | 30,560 | $8.3M | 4.55% |
| 4 | NVIDIA CORPORATION | NVDA | 41,615 | $7.8M | 4.25% |
| 5 | NUSHARES ETF TR | NU | 315,007 | $7.0M | 3.86% |
| 6 | AMAZON COM INC | AMZN | 29,152 | $6.7M | 3.69% |
| 7 | ISHARES TR | 46429B267 | 276,831 | $6.4M | 3.49% |
| 8 | VANGUARD WORLD FD | 921910725 | 83,250 | $6.0M | 3.27% |
| 9 | VANGUARD WORLD FD | 921910733 | 48,023 | $5.8M | 3.18% |
| 10 | ISHARES TR | 46432F842 | 61,334 | $5.5M | 3.01% |
| 11 | SPDR GOLD TR | GLD | 10,269 | $4.1M | 2.23% |
| 12 | ISHARES TR | 46435U549 | 80,914 | $3.9M | 2.12% |
| 13 | ISHARES TR | 464288356 | 65,421 | $3.8M | 2.06% |
| 14 | ISHARES TR | 464287226 | 36,632 | $3.7M | 2.00% |
| 15 | TIDAL TRUST III | 45259A100 | 86,602 | $3.6M | 1.97% |
| 16 | INVESCO QQQ TR | IVZ | 5,685 | $3.5M | 1.91% |
| 17 | ALPHABET INC | GOOG | 11,094 | $3.5M | 1.91% |
| 18 | MICROSOFT CORP | MSFT | 6,716 | $3.2M | 1.78% |
| 19 | VANGUARD INSTL INDEX FD | 922040845 | 42,962 | $3.2M | 1.77% |
| 20 | ALPHABET INC | GOOG | 10,245 | $3.2M | 1.76% |