Westfuller Advisors, LLC
706 holdingsFiling period: 2026-06-30Current AUM: $275.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | State Str Spdr S&P 500 ETF T | 16.1K | $12.0M | $12.2M | 4.42% | +13.1K | 2026-06-30 |
| 2 | GOVT | iShares TR | 439.5K | $10.0M | $9.8M | 3.56% | +62.1K | 2026-06-30 |
| 3 | AAPL | Apple Inc | 33.9K | $9.8M | $11.7M | 4.24% | +4.6K | 2026-06-30 |
| 4 | VOO | Vanguard Index Fds | 13.8K | $9.4M | $9.6M | 3.47% | -299 | 2026-06-30 |
| 5 | NVDA | NVIDIA Corporation | 43.9K | $8.8M | $9.0M | 3.26% | +388 | 2026-06-30 |
| 6 | VONG | Vanguard Scottsdale Fds | 60.5K | $7.7M | $7.3M | 2.66% | +60.5K | 2026-06-30 |
| 7 | NUBD | Nushares ETF TR | 313.1K | $6.9M | $6.7M | 2.45% | -3,909 | 2026-06-30 |
| 8 | AMZN | Amazon.com Inc | 28.6K | $6.8M | $6.9M | 2.50% | +962 | 2026-06-30 |
| 9 | VSGX | Vanguard World FD | 80.6K | $6.6M | $6.3M | 2.28% | +16.1K | 2026-06-30 |
| 10 | IEFA | iShares TR | 66.1K | $6.4M | $6.4M | 2.31% | +1.2K | 2026-06-30 |
| 11 | AGG | iShares TR | 62.6K | $6.2M | $6.0M | 2.19% | +12.7K | 2026-06-30 |
| 12 | ESGV | Vanguard World FD | 42.0K | $5.6M | $5.6M | 2.02% | +16.2K | 2026-06-30 |
| 13 | CVLC | Morgan Stanley ETF Trust | 50.2K | $4.7M | $4.7M | 1.70% | +42.8K | 2026-06-30 |
| 14 | GOOG | Alphabet Inc | 13.4K | $4.7M | $3.7M | 1.35% | +4.1K | 2026-06-30 |
| 15 | GOOGL | Alphabet Inc | 12.2K | $4.4M | $3.4M | 1.24% | +1.9K | 2026-06-30 |
| 16 | EAGG | iShares TR | 91.0K | $4.3M | $4.2M | 1.52% | +42.3K | 2026-06-30 |
| 17 | CMF | iShares TR | 69.6K | $4.0M | $3.9M | 1.41% | +508 | 2026-06-30 |
| 18 | IVV | iShares TR | 5.1K | $3.8M | $3.9M | 1.40% | +112 | 2026-06-30 |
| 19 | WOMN | Tidal Trust III | 85.4K | $3.6M | $3.9M | 1.40% | -1,480 | 2026-06-30 |
| 20 | EFG | iShares TR | 28.2K | $3.5M | $3.3M | 1.21% | +24.9K | 2026-06-30 |
| 21 | CHGX | EA Series Trust | 104.7K | $3.5M | $3.5M | 1.26% | -7,096 | 2026-06-30 |
| 22 | CHGX | EA Series Trust | 104.7K | $3.5M | $3.5M | 1.26% | -7,096 | 2026-06-30 |
| 23 | GLD | Spdr Gold TR | 9.4K | $3.4M | $3.3M | 1.21% | -136 | 2026-06-30 |
| 24 | MSFT | Microsoft Corp | 9.2K | $3.4M | $4.8M | 1.73% | +3.1K | 2026-06-30 |
| 25 | JSTC | Tidal Trust I | 148.1K | $3.4M | $3.5M | 1.26% | +9.1K | 2026-06-30 |
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