Westfuller Advisors, LLC holds a diversified book of 752 stocks worth $274.7M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Jabil Inc and trimmed Vanguard S&P 500 ETF. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 4% of the equity book. Cloning the disclosed picks since 2025 would be +19% (+13.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2024115/holdings"
Use Arkolith to show Westfuller Advisors, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Westfuller Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
40% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Westfuller Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $588.1B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $18.3B |
| Farther Finance Advisors, LLC | 79 / 80 | $3.1B |
| FMR LLC | 78 / 80 | $757.4B |
| ROYAL BANK OF CANADA | 78 / 80 | $163.3B |
| COMMONWEALTH EQUITY SERVICES, LLC | 78 / 80 | $21.2B |
| CWM, LLC | 78 / 80 | $7.1B |
| JPMORGAN CHASE & CO | 77 / 80 | $529.6B |
Ranked by how many of Westfuller Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State STR SPDR S&P 500 ETF T TR UNIT | $12.0M | 16.1K | 4.4% | ▲+435% Added · +13K sh | |
| 2 | Ishares TR US TREAS BD ETF | $10.0M | 439.5K | 3.6% | ▲+16% Added · +62K sh | |
| 3 | Apple Inc COM | $9.8M | 33.9K | 3.6% | ▲+16% Added · +5K sh | |
| 4 | Vanguard Index FDS S&P 500 ETF SHS | $9.4M | 13.8K | 3.4% | ▼−2.1% Reduced · −299 sh | |
| 5 | Nvidia Corporation COM | $8.8M | 43.9K | 3.2% | ▲+0.9% Added · +388 sh | |
| 6 | Vanguard Scottsdale FDS VNG RUS1000GRW | $7.7M | 60.5K | 2.8% | ▲3k× Added · +60K sh | |
| 7 | Nushares ETF TR NUVEEN ESG US | $6.9M | 313.1K | 2.5% | ▼−1.2% Reduced · −4K sh | |
| 8 | Amazon Com Inc COM | $6.8M | 28.6K | 2.5% | ▲+3.5% Added · +962 sh | |
| 9 | Vanguard World FD ESG INTL STK ETF | $6.6M | 80.6K | 2.4% | ▲+25% Added · +16K sh | |
| 10 | Ishares TR CORE MSCI EAFE | $6.4M | 66.1K | 2.3% | ▲+1.8% Added · +1K sh | |
| 11 | Ishares TR CORE US AGGBD ET | $6.2M | 62.6K | 2.3% | ▲+25% Added · +13K sh | |
| 12 | Vanguard World FD ESG US STK ETF | $5.6M | 42.0K | 2.0% | ▲+62% Added · +16K sh | |
| 13 | Morgan Stanley ETF Trust CALVERT US LARCP | $4.7M | 50.2K | 1.7% | ▲+574% Added · +43K sh | |
| 14 | Alphabet Inc CAP STK CL C | $4.7M | 13.4K | 1.7% | ▲+44% Added · +4K sh | |
| 15 | Alphabet Inc CAP STK CL A | $4.4M | 12.2K | 1.6% | ▲+19% Added · +2K sh | |
| 16 | Ishares TR ESG AWR US AGRGT | $4.3M | 91.0K | 1.6% | ▲+87% Added · +42K sh | |
| 17 | Ishares TR CALIF MUN BD ETF | $4.0M | 69.6K | 1.5% | ▲+0.7% Added · +508 sh | |
| 18 | Ishares TR CORE S&P500 ETF | $3.8M | 5.1K | 1.4% | ▲+2.2% Added · +112 sh | |
| 19 | Tidal Trust III IMPA SHS WOM ETF | $3.6M | 85.4K | 1.3% | ▼−1.7% Reduced · −1K sh | |
| 20 | Ishares TR EAFE GRWTH ETF | $3.5M | 28.2K | 1.3% | ▲+755% Added · +25K sh | |
| 21 | Ea Series Trust STAN SU BETA ETF | $3.5M | 104.7K | 1.3% | ▼−6.3% Reduced · −7K sh | |
| 22 | SPDR Gold TR GOLD SHS | $3.4M | 9.4K | 1.3% | ▼−1.4% Reduced · −136 sh | |
| 23 | Microsoft Corp COM | $3.4M | 9.2K | 1.2% | ▲+51% Added · +3K sh | |
| 24 | Tidal Trust I ADASINA SOCIAL | $3.4M | 148.1K | 1.2% | ▲+6.5% Added · +9K sh | |
| 25 | Invesco QQQ TR UNIT SER 1 | $3.4M | 4.6K | 1.2% | ▼−4.7% Reduced · −226 sh | |
| 26 | JPMorgan Chase & Co COM | $3.4M | 10.3K | 1.2% | ▲+33% Added · +3K sh | |
| 27 | Berkshire Hathaway Inc Del CL B NEW | $3.2M | 6.4K | 1.2% | ▲+5.5% Added · +334 sh | |
| 28 | Broadcom Inc COM | $2.9M | 7.7K | 1.1% | ▲+1.6% Added · +119 sh | |
| 29 | Vanguard BD Index FDS SHORT TRM BOND | $2.8M | 36.4K | 1.0% | ▲+2.7% Added · +963 sh | |
| 30 | Lam Research Corp COM NEW | $2.8M | 6.5K | 1.0% | ▼−5.5% Reduced · −376 sh | |
| 31 | Vanguard BD Index FDS INTERMED TERM | $2.7M | 35.4K | 1.0% | ▼−1.6% Reduced · −567 sh | |
| 32 | Ishares TR ESG EAFE ETF | $2.7M | 32.1K | 1.0% | ▼−0.8% Reduced · −254 sh | |
| 33 | Johnson & Johnson COM | $2.6M | 10.4K | 1.0% | ▲+40% Added · +3K sh | |
| 34 | Nushares ETF TR NUVEEN ESG SMLCP | $2.6M | 50.3K | 1.0% | ▲+37% Added · +14K sh | |
| 35 | Eli Lilly & Co COM | $2.5M | 2.1K | 0.9% | ▼−3.1% Reduced · −67 sh | |
| 36 | Ishares TR CORE DIV GRWTH | $2.5M | 32.9K | 0.9% | ▲+2.7% Added · +862 sh | |
| 37 | Vanguard Index FDS TOTAL STK MKT | $2.3M | 6.3K | 0.8% | ▲+0.3% Added · +18 sh | |
| 38 | Vanguard Star FDS VG TL INTL STK F | $2.3M | 26.5K | 0.8% | ▲+0.4% Added · +117 sh | |
| 39 | Ishares TR ENVIR AWR RL EST | $2.1M | 70.9K | 0.7% | ▲+32% Added · +17K sh | |
| 40 | Goldman Sachs Group Inc COM | $2.0M | 2.0K | 0.7% | ▲+0.1% Added · +2 sh | |
| 41 | Ishares TR INTL DIV GRWTH | $1.8M | 20.9K | 0.7% | ▲+1.3% Added · +278 sh | |
| 42 | Ishares Gold Trust Micro SHS REPSTG UN TR | $1.8M | 44.8K | 0.7% | ▲+27% Added · +10K sh | |
| 43 | Palo Alto Networks Inc COM | $1.8M | 5.2K | 0.6% | ▲+4.3% Added · +214 sh | |
| 44 | Ishares TR NEW YORK MUN ETF | $1.7M | 32.4K | 0.6% | ▼−14% Reduced · −5K sh | |
| 45 | Tidal Trust III NAACP MINO ETF | $1.7M | 27.7K | 0.6% | ▲+5.8% Added · +2K sh | |
| 46 | J P Morgan Exchange Traded F US QUALTY FCTR | $1.7M | 23.0K | 0.6% | ▲+0.3% Added · +61 sh | |
| 47 | Vanguard Intl Equity Index F ALLWRLD EX US | $1.6M | 19.1K | 0.6% | ▼−0.5% Reduced · −104 sh | |
| 48 | Vanguard Scottsdale FDS MTG-BKD SECS ETF | $1.6M | 33.6K | 0.6% | ▼−0.1% Reduced · −28 sh | |
| 49 | Vanguard Whitehall FDS HIGH DIV YLD | $1.5M | 9.6K | 0.6% | ▼−15% Reduced · −2K sh | |
| 50 | Union Pac Corp COM | $1.5M | 5.5K | 0.5% | ▲+9.3% Added · +468 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 770 | $274.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 28, 2026 | 761 | $231.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 772 | $247.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 766 | $219.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 114 | $175.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 98 | $149.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 20, 2025 | 91 | $157.4M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Feb 20, 2025 | 1 | $0 | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.