Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Westfuller Advisors, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Westfuller Advisors, LLC (CIK 2024115) reported $231.7M across 740 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SGOV ($24.1M, 10.39%), GOVT ($8.6M, 3.73%), VOO ($8.4M, 3.63%), NVDA ($7.6M, 3.27%), AAPL ($7.4M, 3.21%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SGOVISHARES TR$24.1M10.39%239,063Trimmed
2GOVTISHARES TR$8.6M3.73%377,414Added
3VOOVANGUARD INDEX FDS$8.4M3.63%14,057Added
4NVDANVIDIA CORPORATION$7.6M3.27%43,483Added
5AAPLAPPLE INC$7.4M3.21%29,313Trimmed
6NUBDNUSHARES ETF TR$7.0M3.04%317,033Added
7IEFAISHARES TR$5.9M2.54%64,948Added
8AMZNAMAZON COM INC$5.8M2.49%27,685Trimmed
9AGGISHARES TR$5.0M2.14%49,904Added
10VSGXVANGUARD WORLD FD$4.6M2.00%64,458Trimmed
11GLDSPDR GOLD TR$4.1M1.76%9,490Trimmed
12CMFISHARES TR$3.9M1.69%69,064Added
13WOMNTIDAL TRUST III$3.4M1.48%86,875Added
14IVVISHARES TR$3.3M1.41%4,991Added
15CHGX1EA SERIES TRUST$3.0M1.29%111,747Added
16GOOGLALPHABET INC$2.9M1.27%10,257Added
17ESGVVANGUARD WORLD FD$2.9M1.25%25,860Trimmed
18BRK/BBERKSHIRE HATHAWAY INC DEL$2.9M1.25%6,051Added
19BSVVANGUARD BD INDEX FDS$2.8M1.20%35,411Trimmed
20BIVVANGUARD BD INDEX FDS$2.8M1.20%36,016Trimmed
21QQQINVESCO QQQ TR$2.8M1.20%4,816Trimmed
22JSTCTIDAL TRUST I$2.7M1.17%139,067Added
23GOOGALPHABET INC$2.7M1.15%9,286Trimmed
24DMXFISHARES TR$2.4M1.05%32,379Hold
25AVGOBROADCOM INC$2.4M1.02%7,624Added

Source: SEC Form 13F filings · as of 2026-03-31