Westfuller Advisors, LLC holds a diversified book of 752 reported positions worth $274.7M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; 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 reported non-option book. Cloning the disclosed picks since 2025 would be +24% (+14.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Westfuller Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~29 days for the latest filing, with 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.
41% mapped to company sectors
+5 sectors below the cut, 3% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Westfuller Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| BlueSpruce Investments, LP | 8 / 80 | $639.3M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 80 | $453.6M |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| Swiss Re Ltd | 31 / 80 | $1.0B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Ketron Financial | 21 / 80 | $290.8M |
| Trans-Canada Capital Inc. | 9 / 80 | $1.6B |
Ranked by the share of each fund's own book sitting in the names it shares with Westfuller Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 29d | 770 | $274.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 28, 2026 | 28d | 761 | $231.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 21d | 772 | $247.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 30d | 766 | $219.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 11d | 114 | $175.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 25d | 98 | $149.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 20, 2025 | 51d | 91 | $157.4M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Feb 20, 2025 | 326d | 1 | $0 | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.