Westfuller Advisors, LLC
•CIK: 2024115•Filing: Q4 2025
**Westfuller Advisors, LLC** manages $247M across a diversified portfolio of 761 positions. The strategy exhibits a significant allocation to short-duration fixed income, notably holding $25.2M in SGOV. Core equity exposure is anchored by technology and growth names, with top holdings including AAPL ($8.3M), NVDA ($7.8M), and AMZN ($6.7M). The portfolio maintains a balanced tilt between cash equivalents and established market leaders.
Total AUM
$247.3M
QoQ Performance
+12.4%
Positions
643
Top 10 Concentration
37.3%
Latest Filing
Q4 2025
Top Holdings Allocation
SGOV
SGOV10.2%
VOO3.5%
AAPL3.4%
NVDA3.1%
NUBD2.8%
AMZN2.7%
GOVT2.6%
VSGX2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other65.7%
Technology14.4%
ETF5.8%
Financial4.7%
Consumer4.1%
Healthcare2.6%
Industrial0.9%
Communication0.8%
🚪 Exited Positionssold since Q3 2025
+557 more exited positions
Changes from Q3 2025
NEW4 new positions
↑93 increased
↓77 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024