Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Westfuller Advisors, LLC (CIK 2024115) reported $274.7M across 752 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($12.0M, 4.39%), GOVT ($10.0M, 3.64%), AAPL ($9.8M, 3.57%), VOO ($9.4M, 3.44%), NVDA ($8.8M, 3.20%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $12.0M | 4.39% | 16,094 | Added |
| 2 | GOVT | ISHARES TR | $10.0M | 3.64% | 439,520 | Added |
| 3 | AAPL | APPLE INC | $9.8M | 3.57% | 33,909 | Added |
| 4 | VOO | VANGUARD INDEX FDS | $9.4M | 3.44% | 13,758 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $8.8M | 3.20% | 43,871 | Added |
| 6 | VONG | VANGUARD SCOTTSDALE FDS | $7.7M | 2.81% | 60,500 | Added |
| 7 | NUBD | NUSHARES ETF TR | $6.9M | 2.52% | 313,124 | Trimmed |
| 8 | AMZN | AMAZON COM INC | $6.8M | 2.49% | 28,647 | Added |
| 9 | VSGX | VANGUARD WORLD FD | $6.6M | 2.42% | 80,589 | Added |
| 10 | IEFA | ISHARES TR | $6.4M | 2.32% | 66,104 | Added |
| 11 | AGG | ISHARES TR | $6.2M | 2.25% | 62,578 | Added |
| 12 | ESGV | VANGUARD WORLD FD | $5.6M | 2.02% | 42,011 | Added |
| 13 | CVLC | MORGAN STANLEY ETF TRUST | $4.7M | 1.73% | 50,220 | Added |
| 14 | GOOG | ALPHABET INC | $4.7M | 1.72% | 13,355 | Added |
| 15 | GOOGL | ALPHABET INC | $4.4M | 1.59% | 12,205 | Added |
| 16 | EAGG | ISHARES TR | $4.3M | 1.57% | 91,000 | Added |
| 17 | CMF | ISHARES TR | $4.0M | 1.46% | 69,572 | Added |
| 18 | IVV | ISHARES TR | $3.8M | 1.39% | 5,103 | Added |
| 19 | WOMN | TIDAL TRUST III | $3.6M | 1.32% | 85,395 | Trimmed |
| 20 | EFG | ISHARES TR | $3.5M | 1.28% | 28,159 | Added |
| 21 | CHGX1 | EA SERIES TRUST | $3.5M | 1.27% | 104,651 | Trimmed |
| 22 | GLD | SPDR GOLD TR | $3.4M | 1.25% | 9,354 | Trimmed |
| 23 | MSFT | MICROSOFT CORP | $3.4M | 1.24% | 9,159 | Added |
| 24 | JSTC | TIDAL TRUST I | $3.4M | 1.23% | 148,136 | Added |
| 25 | JPM | JPMORGAN CHASE & CO | $3.4M | 1.23% | 10,306 | Added |
Source: SEC Form 13F filings · as of 2026-06-30