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Portfolio (Quarterly) Guide ↗

Westfuller Advisors, LLC

· CIK 0002024115
13F Portfolio $232M AUM 761 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 39 New 202 Added 312 Reduced 44 Exited
Page 2 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBM INTERNATIONAL BUSINESS MACHS Technology 4,685.0 $1.1M 0.49% +4K +534.8% $242.38 +8.2%
22 BNDX VANGUARD CHARLOTTE FDS 22,588.0 $1.1M 0.47% +2K +8.4% $48.05 +0.5%
23 SPIB SPDR SERIES TRUST 28,210.0 $946K 0.41% +3K +10.2% $33.54 -0.1%
24 SUSB ISHARES TR 37,199.0 $932K 0.40% +8K +28.5% $25.07 -0.2%
25 VNQ VANGUARD INDEX FDS 9,582.0 $850K 0.37% +779.0 +8.8% $88.70 +9.4%
26 VTWO VANGUARD SCOTTSDALE FDS 7,019.0 $703K 0.30% +919.0 +15.1% $100.17 +17.9%
27 SPEM SPDR INDEX SHS FDS 12,718.0 $597K 0.26% +7K +134.8% $46.91 +11.9%
28 HON HONEYWELL INTL INC Industrials 2,536.0 $573K 0.25% +324.0 +14.7% $226.02 +3.0%
29 REGL PROSHARES TR 6,451.0 $557K 0.24% +39.0 +0.6% $86.41 +2.8%
30 ED CONSOLIDATED EDISON INC Utilities 4,723.0 $535K 0.23% +4K +1611.2% $113.19 -5.3%
31 VEA VANGUARD TAX-MANAGED FDS 7,849.0 $503K 0.22% +1K +16.7% $64.08 +12.0%
32 VGIT VANGUARD SCOTTSDALE FDS 7,567.0 $451K 0.19% +117.0 +1.6% $59.55 -0.9%
33 HD HOME DEPOT INC Consumer Cyclical 1,360.0 $447K 0.19% +35.0 +2.6% $328.80 -2.8%
34 EFA ISHARES TR 4,246.0 $412K 0.18% +2K +55.0% $97.13 +8.0%
35 MRK MERCK & CO INC Healthcare 3,061.0 $371K 0.16% +54.0 +1.8% $121.12 -1.2%
36 NSC NORFOLK SOUTHN CORP Industrials 1,227.0 $352K 0.15% +22.0 +1.8% $287.08 +8.5%
37 VTEB VANGUARD MUN BD FDS 6,805.0 $340K 0.15% +38.0 +0.6% $49.89 +0.7%
38 T AT&T INC Communication Services 9,459.0 $274K 0.12% +9K +1253.2% $28.99 -14.4%
39 VWO VANGUARD INTL EQUITY INDEX F 4,981.0 $269K 0.12% +173.0 +3.6% $54.05 +11.1%
40 SYK STRYKER CORPORATION Healthcare 799.0 $263K 0.11% +49.0 +6.5% $329.51 -7.1%
Page 2 of 11  ·  202 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.2%
Financial Services 23.2%
Communication Services 11.1%
Consumer Cyclical 10.0%
Healthcare 7.9%
Industrials 6.1%
Consumer Defensive 3.0%
Utilities 2.4%
Basic Materials 1.9%
Real Estate 1.2%