Arkolith/Funds/Westfuller Advisors, LLC

Westfuller Advisors, LLC

CIK 2024115
Holdings as of Jun 30, 2026·disclosed Jul 29, 2026·~29-day 13F lag·13F-HR
Active Filer

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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Use Arkolith to show Westfuller Advisors, LLC's latest
holdings, largest changes, and filing provenance.
Opened
176
new positions
Added to
260
existing
Trimmed
201
reduced
Sold out
56
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+19.2%
+13.0%/yr · since Feb '25
Their reported book
+19.6%
held from quarter-end
S&P 500
+23.1%
same window
$8K$9K$10K$11K$13KFeb '25Jun '25Sep '25Jan '26Apr '26Jul '26
Westfuller Advisors, LLC (copied at disclosure) S&P 500

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.

Concentration

Top-heavy: diversified book

Top 5 holdings
18%
Top 10 holdings
31%
Top 20 holdings
47%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

40% mapped to company sectors

ETF / fund or unclassified
60%
Information Technology
18%
Financials
7%
Consumer Discretionary
5%
Industrials
3%
Health Care
3%
Materials
1%
Utilities
1%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Westfuller Advisors, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$588.1B
OSAIC HOLDINGS, INC.79 / 80$18.3B
Farther Finance Advisors, LLC79 / 80$3.1B
FMR LLC78 / 80$757.4B
ROYAL BANK OF CANADA78 / 80$163.3B
COMMONWEALTH EQUITY SERVICES, LLC78 / 80$21.2B
CWM, LLC78 / 80$7.1B
JPMORGAN CHASE & CO77 / 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.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

752 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR S&P 500 ETF T
TR UNIT
$12.0M16.1K
4.4%
+435%
Added · +13K sh
2Ishares TR
US TREAS BD ETF
$10.0M439.5K
3.6%
+16%
Added · +62K sh
3Apple Inc
COM
$9.8M33.9K
3.6%
+16%
Added · +5K sh
4Vanguard Index FDS
S&P 500 ETF SHS
$9.4M13.8K
3.4%
−2.1%
Reduced · −299 sh
5Nvidia Corporation
COM
$8.8M43.9K
3.2%
+0.9%
Added · +388 sh
6Vanguard Scottsdale FDS
VNG RUS1000GRW
$7.7M60.5K
2.8%
3k×
Added · +60K sh
7Nushares ETF TR
NUVEEN ESG US
$6.9M313.1K
2.5%
−1.2%
Reduced · −4K sh
8Amazon Com Inc
COM
$6.8M28.6K
2.5%
+3.5%
Added · +962 sh
9Vanguard World FD
ESG INTL STK ETF
$6.6M80.6K
2.4%
+25%
Added · +16K sh
10Ishares TR
CORE MSCI EAFE
$6.4M66.1K
2.3%
+1.8%
Added · +1K sh
11Ishares TR
CORE US AGGBD ET
$6.2M62.6K
2.3%
+25%
Added · +13K sh
12Vanguard World FD
ESG US STK ETF
$5.6M42.0K
2.0%
+62%
Added · +16K sh
13Morgan Stanley ETF Trust
CALVERT US LARCP
$4.7M50.2K
1.7%
+574%
Added · +43K sh
14Alphabet Inc
CAP STK CL C
$4.7M13.4K
1.7%
+44%
Added · +4K sh
15Alphabet Inc
CAP STK CL A
$4.4M12.2K
1.6%
+19%
Added · +2K sh
16Ishares TR
ESG AWR US AGRGT
$4.3M91.0K
1.6%
+87%
Added · +42K sh
17Ishares TR
CALIF MUN BD ETF
$4.0M69.6K
1.5%
+0.7%
Added · +508 sh
18Ishares TR
CORE S&P500 ETF
$3.8M5.1K
1.4%
+2.2%
Added · +112 sh
19Tidal Trust III
IMPA SHS WOM ETF
$3.6M85.4K
1.3%
−1.7%
Reduced · −1K sh
20Ishares TR
EAFE GRWTH ETF
$3.5M28.2K
1.3%
+755%
Added · +25K sh
21Ea Series Trust
STAN SU BETA ETF
$3.5M104.7K
1.3%
−6.3%
Reduced · −7K sh
22SPDR Gold TR
GOLD SHS
$3.4M9.4K
1.3%
−1.4%
Reduced · −136 sh
23Microsoft Corp
COM
$3.4M9.2K
1.2%
+51%
Added · +3K sh
24Tidal Trust I
ADASINA SOCIAL
$3.4M148.1K
1.2%
+6.5%
Added · +9K sh
25Invesco QQQ TR
UNIT SER 1
$3.4M4.6K
1.2%
−4.7%
Reduced · −226 sh
26JPMorgan Chase & Co
COM
$3.4M10.3K
1.2%
+33%
Added · +3K sh
27Berkshire Hathaway Inc Del
CL B NEW
$3.2M6.4K
1.2%
+5.5%
Added · +334 sh
28Broadcom Inc
COM
$2.9M7.7K
1.1%
+1.6%
Added · +119 sh
29Vanguard BD Index FDS
SHORT TRM BOND
$2.8M36.4K
1.0%
+2.7%
Added · +963 sh
30Lam Research Corp
COM NEW
$2.8M6.5K
1.0%
−5.5%
Reduced · −376 sh
31Vanguard BD Index FDS
INTERMED TERM
$2.7M35.4K
1.0%
−1.6%
Reduced · −567 sh
32Ishares TR
ESG EAFE ETF
$2.7M32.1K
1.0%
−0.8%
Reduced · −254 sh
33Johnson & Johnson
COM
$2.6M10.4K
1.0%
+40%
Added · +3K sh
34Nushares ETF TR
NUVEEN ESG SMLCP
$2.6M50.3K
1.0%
+37%
Added · +14K sh
35Eli Lilly & Co
COM
$2.5M2.1K
0.9%
−3.1%
Reduced · −67 sh
36Ishares TR
CORE DIV GRWTH
$2.5M32.9K
0.9%
+2.7%
Added · +862 sh
37Vanguard Index FDS
TOTAL STK MKT
$2.3M6.3K
0.8%
+0.3%
Added · +18 sh
38Vanguard Star FDS
VG TL INTL STK F
$2.3M26.5K
0.8%
+0.4%
Added · +117 sh
39Ishares TR
ENVIR AWR RL EST
$2.1M70.9K
0.7%
+32%
Added · +17K sh
40Goldman Sachs Group Inc
COM
$2.0M2.0K
0.7%
+0.1%
Added · +2 sh
41Ishares TR
INTL DIV GRWTH
$1.8M20.9K
0.7%
+1.3%
Added · +278 sh
42Ishares Gold Trust Micro
SHS REPSTG UN TR
$1.8M44.8K
0.7%
+27%
Added · +10K sh
43Palo Alto Networks Inc
COM
$1.8M5.2K
0.6%
+4.3%
Added · +214 sh
44Ishares TR
NEW YORK MUN ETF
$1.7M32.4K
0.6%
−14%
Reduced · −5K sh
45Tidal Trust III
NAACP MINO ETF
$1.7M27.7K
0.6%
+5.8%
Added · +2K sh
46J P Morgan Exchange Traded F
US QUALTY FCTR
$1.7M23.0K
0.6%
+0.3%
Added · +61 sh
47Vanguard Intl Equity Index F
ALLWRLD EX US
$1.6M19.1K
0.6%
−0.5%
Reduced · −104 sh
48Vanguard Scottsdale FDS
MTG-BKD SECS ETF
$1.6M33.6K
0.6%
−0.1%
Reduced · −28 sh
49Vanguard Whitehall FDS
HIGH DIV YLD
$1.5M9.6K
0.6%
−15%
Reduced · −2K sh
50Union Pac Corp
COM
$1.5M5.5K
0.5%
+9.3%
Added · +468 sh
Showing 50 of 752 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 29, 2026770$274.7M13F-HR
Q1 2026Mar 31, 2026Apr 28, 2026761$231.7M13F-HR
Q4 2025Dec 31, 2025Jan 21, 2026772$247.3M13F-HR
Q3 2025Sep 30, 2025Oct 30, 2025766$219.9M13F-HR
Q2 2025Jun 30, 2025Jul 11, 2025114$175.4M13F-HR
Q1 2025Mar 31, 2025Apr 25, 202598$149.8M13F-HR
Q4 2024Dec 31, 2024Feb 20, 202591$157.4M13F-HR
Q1 2024Mar 31, 2024Feb 20, 20251$013F-HR/A

Data source

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.