Westfuller Advisors, LLC Portfolio Holdings

Westfuller Advisors, LLC

  • $247 Billion
  • Q4 2025

Westfuller Advisors, LLC has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $247 Billion distributed in 772 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Trishares 0 3 Mnth Tre with a value of $25.2B, Vanguard Index Fds S&P 500 ETF with a value of $8.73B, Apple Inc. with a value of $8.31B, Nvidia Corp with a value of $7.76B, and Nuveen Esg U.S. Aggregate Bond with a value of $7.04B.

Examining the 13F form we can see an increase of $27.3B in the current position value, from $220B to 247B. Also it can be appreciated an additional of 72 stocks purchases and 2 closed positions.

Westfuller Advisors, LLC is based out at New York, NY

Below you can find more details about Westfuller Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $247 Billion
ETFs: $146 Billion
Technology: $30.6 Billion
Financial Services: $13.9 Billion
Communication Services: $11 Billion
Consumer Cyclical: $10.5 Billion
Healthcare: $8.33 Billion
Industrials: $5.93 Billion
Consumer Defensive: $2.67 Billion
Other: $4.75 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$8.31 Billion 3.36% of portfolio
30,560
Q4 2025 Reduced 0.6%
$465B
$7.76 Billion 3.14% of portfolio
41,615
Q4 2025 Added 30.23%
$2.39T
$6.73 Billion 2.72% of portfolio
29,152
Q4 2025 Reduced 6.96%
$1.74T
$3.48 Billion 1.41% of portfolio
11,094
Q4 2025 Reduced 1.4%
$3.78T
$3.25 Billion 1.31% of portfolio
6,716
Q4 2025 Reduced 2.61%
$1.65T
$3.21 Billion 1.3% of portfolio
10,245
Q4 2025 Added 0.07%
$662B
$3.04 Billion 1.23% of portfolio
6,050
Q4 2025 Reduced 2.02%
$139B
$2.63 Billion 1.06% of portfolio
7,588
Q4 2025 Reduced 0.24%
$971B
$2.46 Billion 0.99% of portfolio
2,287
Q4 2025 Reduced 1.55%
$881B
$2.23 Billion 0.9% of portfolio
6,910
Q4 2025 Added 1.98%
$265B
$1.77 Billion 0.71% of portfolio
2,009
Q3 2025 Added 79.38%
$522B
$1.54 Billion 0.62% of portfolio
7,443
Q4 2025 Added 0.04%
$136B
$1.34 Billion 0.54% of portfolio
5,801
Q4 2025 Reduced 0.22%
$1.37T
$1.15 Billion 0.46% of portfolio
1,736
Q4 2025 Added 0.4%
$255B
$1.14 Billion 0.46% of portfolio
3,094
Q4 2025 Reduced 2.95%
$193B
$1.08 Billion 0.44% of portfolio
9,405
Q4 2025 Reduced 1.29%
$404B
$962 Million 0.39% of portfolio
1,115
Q4 2025 Reduced 2.36%
$533B
$934 Million 0.38% of portfolio
2,664
Q4 2025 Reduced 1.55%
$61.4B
$921 Million 0.37% of portfolio
5,000
Q4 2025 Added 0.32%
$204B
$900 Million 0.36% of portfolio
6,211
Q4 2025 Reduced 0.14%
$222B
$786 Million 0.32% of portfolio
1,355
Q4 2025 Added 0.52%
$4.17B
$705 Million 0.29% of portfolio
22,980
Q1 2025 Added 27.88%
$89.3B
$669 Million 0.27% of portfolio
5,763
Q4 2025 Reduced 6.03%
-
$664 Million 0.27% of portfolio
-
Q4 2025 Added 11.48%
$512B
$638 Million 0.26% of portfolio
1,117
Q4 2025 Reduced 7.15%
$120B
$458 Million 0.19% of portfolio
15,339
Q4 2025 Reduced 10.24%
$123B
$472 Million 0.19% of portfolio
1,506
Q4 2025 Added 1.76%
$367B
$456 Million 0.18% of portfolio
1,325
Q4 2025 Added 2.08%
$1.46T
$439 Million 0.18% of portfolio
1,440
Q4 2025 Reduced 7.16%
$319B
$456 Million 0.18% of portfolio
5,925
Q4 2025 Added 1.33%
$132B
$432 Million 0.17% of portfolio
2,212
Q4 2025 Reduced 6.23%
$73.7B
$392 Million 0.16% of portfolio
1,489
Q4 2025 Reduced 3.0%
$51.8B
$405 Million 0.16% of portfolio
1,856
Q4 2025 Reduced 10.16%
$170B
$393 Million 0.16% of portfolio
2,559
Q4 2025 Added 6.85%
$169B
$390 Million 0.16% of portfolio
2,543
Q4 2025 Added 404.56%
$71.6B
$372 Million 0.15% of portfolio
6,374
Q4 2025 Reduced 12.35%
$182B
$383 Million 0.15% of portfolio
578
Q4 2025 Reduced 13.86%
$414B
$338 Million 0.14% of portfolio
1,477
Q4 2025 Added 64.48%
$49.1B
$347 Million 0.14% of portfolio
3,700
Q4 2025 Added 894.62%
$65.7B
$348 Million 0.14% of portfolio
1,205
Q4 2025 Added 0.42%
$193B
$335 Million 0.14% of portfolio
591
Q4 2025 Added 2.78%
$42.8B
$352 Million 0.14% of portfolio
1,564
Q3 2025 New
$104B
$355 Million 0.14% of portfolio
1,371
Q4 2025 Reduced 2.83%
$197B
$324 Million 0.13% of portfolio
1,261
Q4 2025 Reduced 1.64%
$235B
$320 Million 0.13% of portfolio
3,007
Q4 2025 Reduced 25.24%
$8.11B
$293 Million 0.12% of portfolio
5,653
Q3 2025 New
$152B
$300 Million 0.12% of portfolio
1,118
Q4 2025 Reduced 33.69%
$114B
$307 Million 0.12% of portfolio
2,402
Q4 2025 Added 1.35%
$136B
$264 Million 0.11% of portfolio
750
Q4 2025 Reduced 1.32%

Summary

  • Portfolio
  • No. of Stocks 772
  • Current Value $247 Billion
  • Prior Value $220 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 72 stocks
  • Additional Purchases 277 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 191 stocks
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