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13F holdings · Q2 2026

Westfuller Advisors

New York, NY · files as Westfuller Advisors, LLC
Holdings as of Jun 30, 2026Filed Jul 29, 2026Next filing due Nov 16, 2026CIK 2024115

Westfuller Advisors reported 765 stocks worth $275M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are SPY (4.4%), GOVT (3.6%) and AAPL (3.6%). Compared with Q1 2026, the fund opened new positions in JBL, added to SPY, GOVT and AAPL, trimmed VOO, NUBD and WOMN and sold out of SGOV, VBIL and VBK.

Reported value$275M+18.6% vs last quarter
Stocks held76563 new · 56 sold out
Top 5 weight18.2%spread out
Turnover31%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
SPY
Spdr S&P 500 ETF TR
$12M4.4%16K+13K (+435%)8 of 8
2
GOVT
Ishares US Treasury Bond
$10M3.6%440K+62K (+16%)8 of 8
3
AAPL
Apple Inc
$9.8M3.6%34K+4,596 (+16%)8 of 8
4
VOO
Vanguard S&P 500 ETF
$9.4M3.4%14K−299 (−2%)8 of 8
5
NVDA
Nvidia Corporation
$8.8M3.2%44K+388 (+1%)8 of 8
6
VONG
Vanguard Russell 1000
$7.7M2.8%61K+60K (+302400%)4 of 8
7
NUBD
Nuveen Esg U.s. Aggregate Bond ETF
$6.9M2.5%313K−3,909 (−1%)8 of 8
8
AMZN
Amazon Com Inc
$6.8M2.5%29K+962 (+3%)8 of 8
9
VSGX
Vanguard World FD
$6.6M2.4%81K+16K (+25%)8 of 8
10
IEFA
Ishares TR
$6.4M2.3%66K+1,156 (+2%)8 of 8
🔒 755 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
SGOV
Ishares TR
$24.1M239K
VBIL
Vanguard 0-3 Month
$1.4M18K
HONEYWELL INTL INC
$573K2,536
VBK
Vanguard Small Cap
$174K577
HUBS
Hubspot Inc
$85K347

🔒 Free account: see all 30.

Reported value

last 8 quarters
$139MQ3 '24
$157MQ4 '24
$150MQ1 '25
$175MQ2 '25
$220MQ3 '25
$247MQ4 '25
$232MQ1 '26
$275MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Jul 29, 202613F-HRQ2 2026SEC filing ↗

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Westfuller Advisors 13F FAQ

What does Westfuller Advisors own?

Westfuller Advisors reported 765 stocks worth $275M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are SPY (4.4%), GOVT (3.6%) and AAPL (3.6%). The table above lists every position in the filing (the top 10 without an account).

What did Westfuller Advisors buy and sell in Q2 2026?

Compared with Q1 2026: 63 new positions, 257 added to, 200 trimmed and 56 sold out. New positions include JBL. It sold all of SGOV, VBIL and VBK.

When will Westfuller Advisors file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Westfuller Advisors's portfolio worth?

The Q2 2026 filing reports $275M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.