Westfuller Advisors, LLC

13F filer · CIK 0002024115

Reported Jul 29, 2026

Net buyer this quarter

13F portfolio value$275MU.S. long equity reported on 13F

Positions61349 new · 39 closed

Net flow last quarter+$21.5MBuys minus sells

Top 10 positions weight21.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 29, 2026613 positions
SPYSPDR S&P 500 ETF Trust	$12M	4.39%	Not reported	+435.2%	Q3 2024
AAPLApple Inc.	$9.81M	3.57%	0.00%	+15.7%	Q3 2024
NVDANvidia Corp	$8.78M	3.20%	0.00%	+0.9%	Q3 2024
AMZNAmazon Com Inc	$6.83M	2.49%	0.00%	+3.5%	Q3 2024
GOOGAlphabet Inc.	$4.72M	1.72%	Not reported	+43.8%	Q3 2024
GOOGLAlphabet Inc.	$4.36M	1.59%	0.00%	+19.0%	Q3 2024
GLDSPDR Gold Trust	$3.45M	1.25%	0.00%	-1.4%	Q3 2024
MSFTMicrosoft Corp	$3.42M	1.24%	0.00%	+50.9%	Q3 2024
QQQInvesco QQQ Trust, Series 1	$3.38M	1.23%	Not reported	-4.7%	Q3 2024
JPMJPMorgan Chase & Co	$3.37M	1.23%	0.00%	+33.0%	Q3 2024
BRK.BBerkshire Hathaway Inc	$3.19M	1.16%	Not reported	+5.5%	Q2 2025
AVGOBroadcom Inc.	$2.92M	1.06%	0.00%	+1.6%	Q2 2025
BSVNBank7 Corp.	$2.83M	1.03%	0.38%	+2.7%	Q3 2024
LRCXLam Research Corp	$2.8M	1.02%	0.00%	-5.5%	Q3 2024
JNJJohnson & Johnson	$2.64M	0.96%	0.00%	+40.1%	Q2 2025
LLYELI LILLY & Co	$2.51M	0.92%	0.00%	-3.1%	Q1 2025
GSGoldman Sachs Group Inc	$1.99M	0.73%	0.00%	+0.1%	Q4 2024
IAUMiShares Gold Trust Micro	$1.79M	0.65%	0.03%	+27.5%	Q3 2024
PANWPalo Alto Networks Inc	$1.76M	0.64%	0.00%	+4.3%	Q3 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.52M	0.55%	Not reported	-14.7%	Q3 2024
UNPUnion Pacific Corp	$1.5M	0.55%	0.00%	+9.3%	Q2 2025
IBMInternational Business Machines Corp	$1.32M	0.48%	0.00%	+0.4%	Q3 2025
COSTCostco Wholesale Corp	$1.21M	0.44%	0.00%	+27.2%	Q3 2024
SBUXStarbucks Corp	$1.2M	0.44%	0.00%	+5.1%	Q2 2025
AMDAdvanced Micro Devices Inc	$1.05M	0.38%	0.00%	+279.8%	Q3 2025
AXPAmerican Express Co	$1.04M	0.38%	0.00%	-1.3%	Q2 2025
METAMeta Platforms, Inc.	$988K	0.36%	Not reported	+0.9%	Q3 2024
DISWalt Disney Co	$946K	0.34%	0.00%	+5.0%	Q2 2025
PEPPepsico Inc	$901K	0.33%	0.00%	+7.9%	Q2 2025
BNYBank of New York Mellon Corp	$774K	0.28%	0.00%	-7.5%	Q3 2025
VVisa Inc.	$745K	0.27%	0.00%	+45.6%	Q3 2024
CSCOCisco Systems, Inc.	$717K	0.26%	0.00%	+6.0%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$694K	0.25%	0.00%	+0.8%	Q3 2024
TMOThermo Fisher Scientific Inc.	$690K	0.25%	0.00%	+2.5%	Q2 2025
AMATApplied Materials Inc	$687K	0.25%	0.00%	-11.0%	Q3 2025
MUMicron Technology Inc	$624K	0.23%	0.00%	-0.7%	Q3 2025
WMGWarner Music Group Corp.	$622K	0.23%	2149.67%	Not reported	Q3 2024
MAMastercard Inc	$581K	0.21%	0.00%	+3.8%	Q3 2025
EDConsolidated Edison Inc	$534K	0.19%	0.00%	+2.2%	Q4 2025
NXPINXP Semiconductors N.V.	$512K	0.19%	0.00%	Not reported	Q3 2025
INTCIntel Corp	$499K	0.18%	0.00%	-12.9%	Q3 2025
HDHome Depot, Inc.	$483K	0.18%	0.00%	+0.7%	Q3 2025
ABBVAbbVie Inc.	$415K	0.15%	0.00%	+203.5%	Q3 2025
WMTWalmart Inc.	$402K	0.15%	0.00%	+2438.6%	Q3 2025
MRKMerck & Co., Inc.	$390K	0.14%	0.00%	-1.5%	Q3 2025
NSCNorfolk Southern Corp	$379K	0.14%	0.00%	-1.9%	Q3 2024
BNBROOKFIELD Corp	$368K	0.13%	Not reported	+0.1%	Q3 2025
CMCSAComcast Corp	$367K	0.13%	0.00%	-1.7%	Q2 2025
KOCoca Cola Co	$367K	0.13%	0.00%	+123.2%	Q3 2025
JBLJabil Inc	$363K	0.13%	0.00%	New	Q2 2026

Q1 2026Reported Apr 28, 2026608 positions
NVDANvidia Corp	$7.58M	3.27%	0.00%	+4.5%	Q3 2024
AAPLApple Inc.	$7.44M	3.21%	0.00%	-4.1%	Q3 2024
AMZNAmazon Com Inc	$5.77M	2.49%	0.00%	-5.0%	Q3 2024
GLDSPDR Gold Trust	$4.08M	1.76%	0.00%	-7.6%	Q3 2024
GOOGLAlphabet Inc.	$2.95M	1.27%	0.00%	+0.1%	Q3 2024
BRK.BBerkshire Hathaway Inc	$2.9M	1.25%	Not reported	0.0%	Q2 2025
QQQInvesco QQQ Trust, Series 1	$2.78M	1.20%	Not reported	-15.3%	Q3 2024
BSVNBank7 Corp.	$2.78M	1.20%	0.37%	-10.8%	Q3 2024
GOOGAlphabet Inc.	$2.66M	1.15%	Not reported	-16.3%	Q3 2024
AVGOBroadcom Inc.	$2.36M	1.02%	0.00%	+0.5%	Q2 2025
JPMJPMorgan Chase & Co	$2.28M	0.98%	0.00%	+12.1%	Q3 2024
MSFTMicrosoft Corp	$2.25M	0.97%	0.00%	-9.7%	Q3 2024
LLYELI LILLY & Co	$1.99M	0.86%	0.00%	-5.4%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$1.96M	0.85%	Not reported	+10.2%	Q3 2024
JNJJohnson & Johnson	$1.82M	0.78%	0.00%	-0.1%	Q2 2025
GSGoldman Sachs Group Inc	$1.67M	0.72%	0.00%	-2.0%	Q4 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.66M	0.72%	Not reported	+3.7%	Q3 2024
IAUMiShares Gold Trust Micro	$1.64M	0.71%	0.02%	+61.5%	Q3 2024
LRCXLam Research Corp	$1.46M	0.63%	0.00%	+5.7%	Q3 2024
UNPUnion Pacific Corp	$1.22M	0.53%	0.00%	-13.0%	Q2 2025
IBMInternational Business Machines Corp	$1.14M	0.49%	0.00%	+534.8%	Q3 2025
COSTCostco Wholesale Corp	$1.01M	0.44%	0.00%	-8.9%	Q3 2024
SBUXStarbucks Corp	$1M	0.43%	0.00%	-5.2%	Q2 2025
METAMeta Platforms, Inc.	$996K	0.43%	Not reported	+0.2%	Q3 2024
PEPPepsico Inc	$958K	0.41%	0.00%	-0.7%	Q2 2025
AXPAmerican Express Co	$940K	0.41%	0.00%	+0.5%	Q2 2025
DISWalt Disney Co	$895K	0.39%	0.00%	-1.3%	Q2 2025
PANWPalo Alto Networks Inc	$793K	0.34%	0.00%	-1.1%	Q3 2025
BNYBank of New York Mellon Corp	$686K	0.30%	0.00%	+0.4%	Q3 2025
TMOThermo Fisher Scientific Inc.	$660K	0.28%	0.00%	-1.0%	Q2 2025
WMGWarner Music Group Corp.	$587K	0.25%	2149.67%	Not reported	Q3 2024
HONHoneywell International Inc	$573K	0.25%	0.00%	+14.7%	Q3 2025
MAMastercard Inc	$545K	0.24%	0.00%	-2.4%	Q3 2025
EDConsolidated Edison Inc	$535K	0.23%	0.00%	+1611.2%	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$488K	0.21%	0.00%	-0.1%	Q3 2024
VVisa Inc.	$451K	0.19%	0.00%	-44.0%	Q3 2024
HDHome Depot, Inc.	$447K	0.19%	0.00%	+2.6%	Q3 2025
CSCOCisco Systems, Inc.	$447K	0.19%	0.00%	-2.8%	Q4 2024
CMCSAComcast Corp	$436K	0.19%	0.00%	-1.0%	Q2 2025
MRKMerck & Co., Inc.	$371K	0.16%	0.00%	+1.8%	Q3 2025
AMATApplied Materials Inc	$365K	0.16%	0.00%	-15.4%	Q3 2025
NXPINXP Semiconductors N.V.	$359K	0.16%	0.00%	-2.2%	Q3 2025
AUAngloGold Ashanti PLC	$354K	0.15%	0.00%	-1.8%	Q3 2025
NSCNorfolk Southern Corp	$352K	0.15%	0.00%	+1.8%	Q3 2024
BNBROOKFIELD Corp	$350K	0.15%	Not reported	Not reported	Q3 2025
CBChubb Ltd	$347K	0.15%	0.00%	-29.6%	Q3 2025
NFLXNetflix Inc	$333K	0.14%	0.00%	-6.3%	Q3 2025
PLDPrologis, Inc.	$318K	0.14%	0.00%	Not reported	Q3 2025
PAASPan American Silver Corp	$309K	0.13%	0.00%	Not reported	Q3 2025
ETNEaton Corp plc	$302K	0.13%	0.00%	-0.2%	Q3 2025

Q4 2025Reported Jan 21, 2026617 positions
AAPLApple Inc.	$8.31M	3.36%	0.00%	-0.6%	Q3 2024
NVDANvidia Corp	$7.76M	3.14%	0.00%	+30.2%	Q3 2024
AMZNAmazon Com Inc	$6.73M	2.72%	0.00%	-7.0%	Q3 2024
GLDSPDR Gold Trust	$4.07M	1.65%	0.00%	-5.8%	Q3 2024
QQQInvesco QQQ Trust, Series 1	$3.49M	1.41%	Not reported	+4.5%	Q3 2024
GOOGAlphabet Inc.	$3.48M	1.41%	Not reported	-1.4%	Q3 2024
MSFTMicrosoft Corp	$3.25M	1.31%	0.00%	-2.6%	Q3 2024
GOOGLAlphabet Inc.	$3.21M	1.30%	0.00%	+0.1%	Q3 2024
BSVNBank7 Corp.	$3.13M	1.27%	0.42%	-4.2%	Q3 2024
BRK.BBerkshire Hathaway Inc	$3.04M	1.23%	Not reported	-2.0%	Q2 2025
AVGOBroadcom Inc.	$2.63M	1.06%	0.00%	-0.2%	Q2 2025
LLYELI LILLY & Co	$2.46M	0.99%	0.00%	-1.6%	Q1 2025
JPMJPMorgan Chase & Co	$2.23M	0.90%	0.00%	+2.0%	Q3 2024
SPYSPDR S&P 500 ETF Trust	$1.87M	0.75%	Not reported	+1.2%	Q3 2024
GSGoldman Sachs Group Inc	$1.77M	0.71%	0.00%	Not reported	Q4 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.56M	0.63%	Not reported	+0.1%	Q3 2024
JNJJohnson & Johnson	$1.54M	0.62%	0.00%	0.0%	Q2 2025
UNPUnion Pacific Corp	$1.34M	0.54%	0.00%	-0.2%	Q2 2025
METAMeta Platforms, Inc.	$1.15M	0.46%	Not reported	+0.4%	Q3 2024
AXPAmerican Express Co	$1.14M	0.46%	0.00%	-3.0%	Q2 2025
LRCXLam Research Corp	$1.11M	0.45%	0.00%	-29.3%	Q3 2024
DISWalt Disney Co	$1.08M	0.44%	0.00%	-1.3%	Q2 2025
SBUXStarbucks Corp	$996K	0.40%	0.00%	-4.0%	Q2 2025
COSTCostco Wholesale Corp	$962K	0.39%	0.00%	-2.4%	Q3 2024
IAUMiShares Gold Trust Micro	$936K	0.38%	0.02%	-33.1%	Q3 2024
VVisa Inc.	$934K	0.38%	0.00%	-1.6%	Q3 2024
PANWPalo Alto Networks Inc	$921K	0.37%	0.00%	+0.3%	Q3 2025
PEPPepsico Inc	$900K	0.36%	0.00%	-0.1%	Q2 2025
TMOThermo Fisher Scientific Inc.	$786K	0.32%	0.00%	+0.5%	Q2 2025
WMGWarner Music Group Corp.	$705K	0.29%	2149.67%	Not reported	Q3 2024
BNYBank of New York Mellon Corp	$669K	0.27%	0.00%	-6.0%	Q3 2025
MAMastercard Inc	$638K	0.26%	0.00%	-7.2%	Q3 2025
CBChubb Ltd	$472K	0.19%	0.00%	+1.8%	Q3 2025
CMCSAComcast Corp	$458K	0.19%	0.00%	-10.2%	Q2 2025
CSCOCisco Systems, Inc.	$456K	0.18%	0.00%	+1.3%	Q4 2024
HDHome Depot, Inc.	$456K	0.18%	0.00%	+2.1%	Q3 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$439K	0.18%	0.00%	-7.2%	Q3 2024
HONHoneywell International Inc	$432K	0.17%	0.00%	-6.2%	Q3 2025
NXPINXP Semiconductors N.V.	$405K	0.16%	0.00%	-10.2%	Q3 2025
BNBROOKFIELD Corp	$397K	0.16%	Not reported	0.0%	Q3 2025
TJXTJX Companies Inc	$393K	0.16%	0.00%	+6.9%	Q1 2025
ECLEcolab Inc.	$392K	0.16%	0.00%	-3.0%	Q1 2025
NOWServiceNow, Inc.	$390K	0.16%	0.00%	+0.9%	Q3 2025
INTUIntuit Inc.	$383K	0.15%	0.00%	-13.9%	Q3 2024
PYPLPayPal Holdings, Inc.	$372K	0.15%	0.00%	-12.4%	Q2 2025
ADPAutomatic Data Processing Inc	$355K	0.14%	0.00%	-2.8%	Q1 2025
ZSZscaler, Inc.	$352K	0.14%	0.00%	Not reported	Q3 2025
NSCNorfolk Southern Corp	$348K	0.14%	0.00%	+0.4%	Q3 2024
NFLXNetflix Inc	$347K	0.14%	0.00%	-0.5%	Q3 2025
ABBVAbbVie Inc.	$338K	0.14%	0.00%	+64.5%	Q3 2025

Q3 2025Reported Oct 30, 2025612 positions
AAPLApple Inc.	$7.83M	3.56%	0.00%	+46.5%	Q3 2024
AMZNAmazon Com Inc	$6.88M	3.13%	0.00%	+11.6%	Q3 2024
NVDANvidia Corp	$5.96M	2.71%	0.00%	+33.8%	Q3 2024
GLDSPDR Gold Trust	$3.87M	1.76%	0.00%	+10.0%	Q3 2024
MSFTMicrosoft Corp	$3.57M	1.62%	0.00%	+75.4%	Q3 2024
QQQInvesco QQQ Trust, Series 1	$3.27M	1.49%	Not reported	+3.0%	Q3 2024
BSVNBank7 Corp.	$3.27M	1.49%	0.44%	+6.4%	Q3 2024
BRK.BBerkshire Hathaway Inc	$3.1M	1.41%	Not reported	+110.5%	Q2 2025
GOOGAlphabet Inc.	$2.74M	1.25%	Not reported	+124.5%	Q3 2024
AVGOBroadcom Inc.	$2.51M	1.14%	0.00%	+873.9%	Q2 2025
GOOGLAlphabet Inc.	$2.49M	1.13%	0.00%	+59.6%	Q3 2024
JPMJPMorgan Chase & Co	$2.14M	0.97%	0.00%	+47.7%	Q3 2024
SPYSPDR S&P 500 ETF Trust	$1.8M	0.82%	Not reported	+13.9%	Q3 2024
LLYELI LILLY & Co	$1.77M	0.81%	0.00%	+46.0%	Q1 2025
GSGoldman Sachs Group Inc	$1.6M	0.73%	0.00%	+79.4%	Q4 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.53M	0.69%	Not reported	-15.9%	Q3 2024
JNJJohnson & Johnson	$1.38M	0.63%	0.00%	+107.8%	Q2 2025
UNPUnion Pacific Corp	$1.37M	0.62%	0.00%	+64.5%	Q2 2025
METAMeta Platforms, Inc.	$1.27M	0.58%	Not reported	+75.5%	Q3 2024
IAUMiShares Gold Trust Micro	$1.25M	0.57%	0.03%	+45.5%	Q3 2024
LRCXLam Research Corp	$1.23M	0.56%	0.00%	+1.9%	Q3 2024
DISWalt Disney Co	$1.09M	0.50%	0.00%	+56.0%	Q2 2025
AXPAmerican Express Co	$1.06M	0.48%	0.00%	+136.5%	Q2 2025
COSTCostco Wholesale Corp	$1.06M	0.48%	0.00%	+57.7%	Q3 2024
SBUXStarbucks Corp	$1.04M	0.47%	0.00%	+11.6%	Q2 2025
PANWPalo Alto Networks Inc	$1.01M	0.46%	0.00%	New	Q3 2025
VVisa Inc.	$924K	0.42%	0.00%	+36.7%	Q3 2024
PEPPepsico Inc	$874K	0.40%	0.00%	+66.0%	Q2 2025
WMGWarner Music Group Corp.	$783K	0.36%	2149.67%	Not reported	Q3 2024
MAMastercard Inc	$684K	0.31%	0.00%	New	Q3 2025
BNYBank of New York Mellon Corp	$668K	0.30%	0.00%	New	Q3 2025
TMOThermo Fisher Scientific Inc.	$654K	0.30%	0.00%	+160.7%	Q2 2025
CMCSAComcast Corp	$537K	0.24%	0.00%	+29.2%	Q2 2025
HDHome Depot, Inc.	$526K	0.24%	0.00%	New	Q3 2025
HONHoneywell International Inc	$497K	0.23%	0.00%	New	Q3 2025
PYPLPayPal Holdings, Inc.	$488K	0.22%	0.00%	+121.4%	Q2 2025
NXPINXP Semiconductors N.V.	$473K	0.21%	0.00%	New	Q3 2025
ZSZscaler, Inc.	$469K	0.21%	0.00%	New	Q3 2025
NOWServiceNow, Inc.	$464K	0.21%	0.00%	New	Q3 2025
INTUIntuit Inc.	$458K	0.21%	0.00%	+97.9%	Q3 2024
NFLXNetflix Inc	$446K	0.20%	0.00%	New	Q3 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$434K	0.20%	0.00%	+2.2%	Q3 2024
ECLEcolab Inc.	$421K	0.19%	0.00%	+69.2%	Q1 2025
CBChubb Ltd	$419K	0.19%	0.00%	New	Q3 2025
ADPAutomatic Data Processing Inc	$416K	0.19%	0.00%	+111.5%	Q1 2025
ACNAccenture plc	$416K	0.19%	0.00%	+151.3%	Q1 2025
CSCOCisco Systems, Inc.	$400K	0.18%	0.00%	+89.4%	Q4 2024
SNPSSynopsys Inc	$395K	0.18%	0.00%	New	Q3 2025
BNBROOKFIELD Corp	$395K	0.18%	Not reported	New	Q3 2025
NSCNorfolk Southern Corp	$360K	0.16%	0.00%	+12.9%	Q3 2024

Premium opens every quarter this fund has filed