Filed: 1/21/2026ACC: 0002000324-26-000134
📋 What this filing means
WESTFULLER ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 765 equity positions with a total reported market value of $247.26M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
765
Positions
$247.26M
Total AUM (reported)
3.09M
Total Shares
Allocation by class
COM$68.18M27.6%
0-3 MNTH TREASRY$25.16M10.2%
S&P 500 ETF SHS$8.73M3.5%
NUVEEN ESG US$7.04M2.8%
US TREAS BD ETF$6.37M2.6%
ESG INTL STK ETF$5.96M2.4%
ESG US STK ETF$5.81M2.3%
Portfolio Concentration
Top 3$42.20M17.1%
4–10$45.16M18.3%
11–25$50.56M20.4%
Rest$109.33M44.2%
Top 3 weight
17.1%
Top 10 weight
35.3%
Voting Authority Distribution
Total shares with voting rights: 3.09M
Sole
Full voting authority
3.09M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole765
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings765
Rows:
ISHARES TR
SOLEShares250.65K
TypeSH
Market value$25.16M
10.18%
Sole
250.65K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares13.92K
TypeSH
Market value$8.73M
3.53%
Sole
13.92K
Shared
0.00
None
0.00
APPLE INC
SOLEShares30.56K
TypeSH
Market value$8.31M
3.36%
Sole
30.56K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares41.62K
TypeSH
Market value$7.76M
3.14%
Sole
41.62K
Shared
0.00
None
0.00
NUSHARES ETF TR
SOLEShares315.01K
TypeSH
Market value$7.04M
2.85%
Sole
315.01K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares29.15K
TypeSH
Market value$6.73M
2.72%
Sole
29.15K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares276.83K
TypeSH
Market value$6.37M
2.58%
Sole
276.83K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares83.25K
TypeSH
Market value$5.96M
2.41%
Sole
83.25K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares48.02K
TypeSH
Market value$5.81M
2.35%
Sole
48.02K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares61.33K
TypeSH
Market value$5.49M
2.22%
Sole
61.33K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares10.27K
TypeSH
Market value$4.07M
1.65%
Sole
10.27K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares80.91K
TypeSH
Market value$3.87M
1.57%
Sole
80.91K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares65.42K
TypeSH
Market value$3.76M
1.52%
Sole
65.42K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares36.63K
TypeSH
Market value$3.66M
1.48%
Sole
36.63K
Shared
0.00
None
0.00
TIDAL TRUST III
SOLEShares86.60K
TypeSH
Market value$3.60M
1.45%
Sole
86.60K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares5.68K
TypeSH
Market value$3.49M
1.41%
Sole
5.68K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares11.09K
TypeSH
Market value$3.48M
1.41%
Sole
11.09K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares6.72K
TypeSH
Market value$3.25M
1.31%
Sole
6.72K
Shared
0.00
None
0.00
VANGUARD INSTL INDEX FD
SOLEShares42.96K
TypeSH
Market value$3.24M
1.31%
Sole
42.96K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares10.24K
TypeSH
Market value$3.21M
1.30%
Sole
10.24K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares39.70K
TypeSH
Market value$3.13M
1.27%
Sole
39.70K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares6.05K
TypeSH
Market value$3.04M
1.23%
Sole
6.05K
Shared
0.00
None
0.00
EA SERIES TRUST
SOLEShares109.05K
TypeSH
Market value$2.96M
1.20%
Sole
109.05K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares37.39K
TypeSH
Market value$2.91M
1.18%
Sole
37.39K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares4.22K
TypeSH
Market value$2.89M
1.17%
Sole
4.22K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | 0-3 MNTH TREASRY | 250.65K | SH | $25.16M 10.18% | 250.65K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 13.92K | SH | $8.73M 3.53% | 13.92K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 30.56K | SH | $8.31M 3.36% | 30.56K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 41.62K | SH | $7.76M 3.14% | 41.62K | 0.00 | 0.00 |
NUSHARES ETF TRSOLE | NUVEEN ESG US | 315.01K | SH | $7.04M 2.85% | 315.01K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 29.15K | SH | $6.73M 2.72% | 29.15K | 0.00 | 0.00 |
ISHARES TRSOLE | US TREAS BD ETF | 276.83K | SH | $6.37M 2.58% | 276.83K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 83.25K | SH | $5.96M 2.41% | 83.25K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 48.02K | SH | $5.81M 2.35% | 48.02K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 61.33K | SH | $5.49M 2.22% | 61.33K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 10.27K | SH | $4.07M 1.65% | 10.27K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWR US AGRGT | 80.91K | SH | $3.87M 1.57% | 80.91K | 0.00 | 0.00 |
ISHARES TRSOLE | CALIF MUN BD ETF | 65.42K | SH | $3.76M 1.52% | 65.42K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 36.63K | SH | $3.66M 1.48% | 36.63K | 0.00 | 0.00 |
TIDAL TRUST IIISOLE | IMPACT SHARES WO | 86.60K | SH | $3.60M 1.45% | 86.60K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 5.68K | SH | $3.49M 1.41% | 5.68K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 11.09K | SH | $3.48M 1.41% | 11.09K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 6.72K | SH | $3.25M 1.31% | 6.72K | 0.00 | 0.00 |
VANGUARD INSTL INDEX FDSOLE | 0-3 MO TREAS BIL | 42.96K | SH | $3.24M 1.31% | 42.96K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 10.24K | SH | $3.21M 1.30% | 10.24K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 39.70K | SH | $3.13M 1.27% | 39.70K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.05K | SH | $3.04M 1.23% | 6.05K | 0.00 | 0.00 |
EA SERIES TRUSTSOLE | STANCE SUSTAINAB | 109.05K | SH | $2.96M 1.20% | 109.05K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 37.39K | SH | $2.91M 1.18% | 37.39K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 4.22K | SH | $2.89M 1.17% | 4.22K | 0.00 | 0.00 |
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