WESTFULLER ADVISORS, LLC

Filed: 7/11/2025ACC: 0001085146-25-003762

📋 What this filing means

WESTFULLER ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 114 equity positions with a total reported market value of $175.40M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

114

Positions

$175.40M

Total AUM (reported)

2.43M

Total Shares

Allocation by class

COM$27.88M15.9%

0-3 MNTH TREASRY$24.87M14.2%

ESG INTL STK ETF$8.35M4.8%

S&P 500 ETF SHS$8.35M4.8%

ESG US STK ETF$8.33M4.7%

ESG AWR US AGRGT$7.63M4.4%

NUVEEN ESG US$6.85M3.9%

Portfolio Concentration

Top 3$41.57M23.7%

4–10$40.65M23.2%

11–25$38.57M22.0%

Rest$54.61M31.1%

Top 3 weight

23.7%

Top 10 weight

46.9%

Voting Authority Distribution

Total shares with voting rights: 2.43M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.43M

% of voting shares100.0%

Investment Discretion (by position count)

Sole114

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings114

Rows:

ISHARES TR

SOLE

0-3 MNTH TREASRY

Shares246.95K

TypeSH

Market value$24.87M

14.18%

Sole

0.00

Shared

0.00

None

246.95K

VANGUARD WORLD FD

SOLE

ESG INTL STK ETF

Shares127.55K

TypeSH

Market value$8.35M

4.76%

Sole

0.00

Shared

0.00

None

127.55K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares14.65K

TypeSH

Market value$8.35M

4.76%

Sole

0.00

Shared

0.00

None

14.65K

VANGUARD WORLD FD

SOLE

ESG US STK ETF

Shares75.94K

TypeSH

Market value$8.33M

4.75%

Sole

0.00

Shared

0.00

None

75.94K

ISHARES TR

SOLE

ESG AWR US AGRGT

Shares160.58K

TypeSH

Market value$7.63M

4.35%

Sole

0.00

Shared

0.00

None

160.58K

NUSHARES ETF TR

SOLE

NUVEEN ESG US

Shares307.92K

TypeSH

Market value$6.85M

3.91%

Sole

0.00

Shared

0.00

None

307.92K

AMAZON COM INC

SOLE

COM

Shares28.08K

TypeSH

Market value$6.16M

3.51%

Sole

0.00

Shared

0.00

None

28.08K

APPLE INC

SOLE

COM

Shares20.98K

TypeSH

Market value$4.31M

2.45%

Sole

0.00

Shared

0.00

None

20.98K

NVIDIA CORPORATION

SOLE

COM

Shares23.88K

TypeSH

Market value$3.77M

2.15%

Sole

0.00

Shared

0.00

None

23.88K

ISHARES TR

SOLE

CALIF MUN BD ETF

Shares64.46K

TypeSH

Market value$3.59M

2.05%

Sole

0.00

Shared

0.00

None

64.46K

TIDAL TRUST III

SOLE

IMPACT SHARES WO

Shares86.36K

TypeSH

Market value$3.42M

1.95%

Sole

0.00

Shared

0.00

None

86.36K

EA SERIES TRUST

SOLE

STANCE SUSTAINAB

Shares130.03K

TypeSH

Market value$3.39M

1.93%

Sole

0.00

Shared

0.00

None

130.03K

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares41.80K

TypeSH

Market value$3.23M

1.84%

Sole

0.00

Shared

0.00

None

41.80K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares38.94K

TypeSH

Market value$3.06M

1.75%

Sole

0.00

Shared

0.00

None

38.94K

SPDR GOLD TR

SOLE

GOLD SHS

Shares9.90K

TypeSH

Market value$3.02M

1.72%

Sole

0.00

Shared

0.00

None

9.90K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares5.28K

TypeSH

Market value$2.92M

1.66%

Sole

0.00

Shared

0.00

None

5.28K

ISHARES TR

SOLE

US TREAS BD ETF

Shares122.97K

TypeSH

Market value$2.83M

1.61%

Sole

0.00

Shared

0.00

None

122.97K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares31.22K

TypeSH

Market value$2.61M

1.49%

Sole

0.00

Shared

0.00

None

31.22K

ISHARES TR

SOLE

ESG EAFE ETF

Shares31.33K

TypeSH

Market value$2.33M

1.33%

Sole

0.00

Shared

0.00

None

31.33K

VANGUARD SCOTTSDALE FDS

SOLE

MTG-BKD SECS ETF

Shares46.62K

TypeSH

Market value$2.16M

1.23%

Sole

0.00

Shared

0.00

None

46.62K

ISHARES TR

SOLE

CORE DIV GRWTH

Shares33.15K

TypeSH

Market value$2.12M

1.21%

Sole

0.00

Shared

0.00

None

33.15K

MICROSOFT CORP

SOLE

COM

Shares3.93K

TypeSH

Market value$1.96M

1.11%

Sole

0.00

Shared

0.00

None

3.93K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares6.22K

TypeSH

Market value$1.90M

1.08%

Sole

0.00

Shared

0.00

None

6.22K

ISHARES TR

SOLE

ESG AWARE MSCI

Shares44.21K

TypeSH

Market value$1.83M

1.04%

Sole

0.00

Shared

0.00

None

44.21K

ISHARES TR

SOLE

INTL DIV GRWTH

Shares22.81K

TypeSH

Market value$1.80M

1.03%

Sole

0.00

Shared

0.00

None

22.81K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	0-3 MNTH TREASRY	246.95K	SH	$24.87M 14.18%	246.95K
VANGUARD WORLD FDSOLE	ESG INTL STK ETF	127.55K	SH	$8.35M 4.76%	127.55K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	14.65K	SH	$8.35M 4.76%	14.65K
VANGUARD WORLD FDSOLE	ESG US STK ETF	75.94K	SH	$8.33M 4.75%	75.94K
ISHARES TRSOLE	ESG AWR US AGRGT	160.58K	SH	$7.63M 4.35%	160.58K
NUSHARES ETF TRSOLE	NUVEEN ESG US	307.92K	SH	$6.85M 3.91%	307.92K
AMAZON COM INCSOLE	COM	28.08K	SH	$6.16M 3.51%	28.08K
APPLE INCSOLE	COM	20.98K	SH	$4.31M 2.45%	20.98K
NVIDIA CORPORATIONSOLE	COM	23.88K	SH	$3.77M 2.15%	23.88K
ISHARES TRSOLE	CALIF MUN BD ETF	64.46K	SH	$3.59M 2.05%	64.46K
TIDAL TRUST IIISOLE	IMPACT SHARES WO	86.36K	SH	$3.42M 1.95%	86.36K
EA SERIES TRUSTSOLE	STANCE SUSTAINAB	130.03K	SH	$3.39M 1.93%	130.03K
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	41.80K	SH	$3.23M 1.84%	41.80K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	38.94K	SH	$3.06M 1.75%	38.94K
SPDR GOLD TRSOLE	GOLD SHS	9.90K	SH	$3.02M 1.72%	9.90K
INVESCO QQQ TRSOLE	UNIT SER 1	5.28K	SH	$2.92M 1.66%	5.28K
ISHARES TRSOLE	US TREAS BD ETF	122.97K	SH	$2.83M 1.61%	122.97K
ISHARES TRSOLE	CORE MSCI EAFE	31.22K	SH	$2.61M 1.49%	31.22K
ISHARES TRSOLE	ESG EAFE ETF	31.33K	SH	$2.33M 1.33%	31.33K
VANGUARD SCOTTSDALE FDSSOLE	MTG-BKD SECS ETF	46.62K	SH	$2.16M 1.23%	46.62K
ISHARES TRSOLE	CORE DIV GRWTH	33.15K	SH	$2.12M 1.21%	33.15K
MICROSOFT CORPSOLE	COM	3.93K	SH	$1.96M 1.11%	3.93K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	6.22K	SH	$1.90M 1.08%	6.22K
ISHARES TRSOLE	ESG AWARE MSCI	44.21K	SH	$1.83M 1.04%	44.21K
ISHARES TRSOLE	INTL DIV GRWTH	22.81K	SH	$1.80M 1.03%	22.81K

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