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Portfolio (Quarterly) Guide ↗

Westfuller Advisors, LLC

· CIK 0002024115
13F Portfolio $247M AUM 772 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 765 New
Page 4 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VXF VANGUARD INDEX FDS 4,001.0 $837K 0.34% NEW $209.12 +12.9%
62 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,355.0 $786K 0.32% NEW $579.99 -16.0%
63 VNQ VANGUARD INDEX FDS 8,803.0 $779K 0.32% NEW $88.49 +9.1%
64 IWM ISHARES TR 3,009.0 $741K 0.30% NEW $246.20 +18.6%
65 SUSB ISHARES TR 28,957.0 $731K 0.30% NEW $25.24 -0.9%
66 WMG WARNER MUSIC GROUP CORP Communication Services 22,980.0 $705K 0.28% NEW $30.67 +8.6%
67 BIL SPDR SERIES TRUST 7,670.0 $701K 0.28% NEW $91.38 +0.3%
68 IWF ISHARES TR 1,452.0 $687K 0.28% NEW $473.24 -73.1%
69 NULG NUSHARES ETF TR 7,019.0 $686K 0.28% NEW $97.80 +14.4%
70 TIP ISHARES TR 6,095.0 $670K 0.27% NEW $109.92 +1.1%
71 BK BANK NEW YORK MELLON CORP Financial Services 5,763.0 $669K 0.27% NEW $116.08 +21.1%
72 ERET ISHARES TR 24,871.0 $664K 0.27% NEW $26.71 +8.5%
73 MA MASTERCARD INCORPORATED Financial Services 1,117.0 $638K 0.26% NEW $570.88 -13.5%
74 CVLC MORGAN STANLEY ETF TRUST 7,435.0 $626K 0.25% NEW $84.24 +11.7%
75 VTWO VANGUARD SCOTTSDALE FDS 6,100.0 $607K 0.25% NEW $99.53 +18.5%
76 TLT ISHARES TR 6,406.0 $558K 0.23% NEW $87.16 -1.6%
77 REGL PROSHARES TR 6,412.0 $540K 0.22% NEW $84.22 +5.3%
78 VUG VANGUARD INDEX FDS 1,066.0 $520K 0.21% NEW $487.94 -81.7%
79 SHY ISHARES TR 5,702.0 $472K 0.19% NEW $82.82 -0.7%
80 CB CHUBB LIMITED Financial Services 1,506.0 $472K 0.19% NEW $313.19 +1.0%
Page 4 of 39  ·  765 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 32.4%
Financial Services 22.9%
Communication Services 11.3%
Consumer Cyclical 10.8%
Healthcare 8.4%
Industrials 6.1%
Consumer Defensive 2.8%
Basic Materials 2.0%
Utilities 1.4%
Real Estate 1.1%