Filed: 4/28/2026ACC: 0002000324-26-001734
📋 What this filing means
WESTFULLER ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 756 equity positions with a total reported market value of $231.70M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
756
Positions
$231.70M
Total AUM (reported)
3.10M
Total Shares
Allocation by class
COM$62.17M26.8%
0-3 MNTH TREASRY$24.06M10.4%
US TREAS BD ETF$8.65M3.7%
S&P 500 ETF SHS$8.40M3.6%
NUVEEN ESG US$7.04M3.0%
CORE MSCI EAFE$5.88M2.5%
CORE US AGGBD ET$4.95M2.1%
Portfolio Concentration
Top 3$41.11M17.7%
4–10$43.29M18.7%
11–25$44.97M19.4%
Rest$102.33M44.2%
Top 3 weight
17.7%
Top 10 weight
36.4%
Voting Authority Distribution
Total shares with voting rights: 3.10M
Sole
Full voting authority
3.10M
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)
Sole756
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings756
Rows:
ISHARES TR
SOLEShares239.06K
TypeSH
Market value$24.06M
10.39%
Sole
239.06K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares377.41K
TypeSH
Market value$8.65M
3.73%
Sole
377.41K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares14.06K
TypeSH
Market value$8.40M
3.63%
Sole
14.06K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares43.48K
TypeSH
Market value$7.58M
3.27%
Sole
43.48K
Shared
0.00
None
0.00
APPLE INC
SOLEShares29.31K
TypeSH
Market value$7.44M
3.21%
Sole
29.31K
Shared
0.00
None
0.00
NUSHARES ETF TR
SOLEShares317.03K
TypeSH
Market value$7.04M
3.04%
Sole
317.03K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares64.95K
TypeSH
Market value$5.88M
2.54%
Sole
64.95K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares27.68K
TypeSH
Market value$5.77M
2.49%
Sole
27.68K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares49.90K
TypeSH
Market value$4.95M
2.14%
Sole
49.90K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares64.46K
TypeSH
Market value$4.62M
2.00%
Sole
64.46K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares9.49K
TypeSH
Market value$4.08M
1.76%
Sole
9.49K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares69.06K
TypeSH
Market value$3.93M
1.69%
Sole
69.06K
Shared
0.00
None
0.00
TIDAL TRUST III
SOLEShares86.88K
TypeSH
Market value$3.44M
1.48%
Sole
86.88K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares4.99K
TypeSH
Market value$3.26M
1.41%
Sole
4.99K
Shared
0.00
None
0.00
EA SERIES TRUST
SOLEShares111.75K
TypeSH
Market value$3.00M
1.29%
Sole
111.75K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares10.26K
TypeSH
Market value$2.95M
1.27%
Sole
10.26K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares25.86K
TypeSH
Market value$2.90M
1.25%
Sole
25.86K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares6.05K
TypeSH
Market value$2.90M
1.25%
Sole
6.05K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares36.02K
TypeSH
Market value$2.78M
1.20%
Sole
36.02K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares4.82K
TypeSH
Market value$2.78M
1.20%
Sole
4.82K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares35.41K
TypeSH
Market value$2.78M
1.20%
Sole
35.41K
Shared
0.00
None
0.00
TIDAL TRUST I
SOLEShares139.07K
TypeSH
Market value$2.71M
1.17%
Sole
139.07K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares9.29K
TypeSH
Market value$2.66M
1.15%
Sole
9.29K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares32.38K
TypeSH
Market value$2.44M
1.05%
Sole
32.38K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares7.62K
TypeSH
Market value$2.36M
1.02%
Sole
7.62K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | 0-3 MNTH TREASRY | 239.06K | SH | $24.06M 10.39% | 239.06K | 0.00 | 0.00 |
ISHARES TRSOLE | US TREAS BD ETF | 377.41K | SH | $8.65M 3.73% | 377.41K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 14.06K | SH | $8.40M 3.63% | 14.06K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 43.48K | SH | $7.58M 3.27% | 43.48K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 29.31K | SH | $7.44M 3.21% | 29.31K | 0.00 | 0.00 |
NUSHARES ETF TRSOLE | NUVEEN ESG US | 317.03K | SH | $7.04M 3.04% | 317.03K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 64.95K | SH | $5.88M 2.54% | 64.95K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 27.68K | SH | $5.77M 2.49% | 27.68K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 49.90K | SH | $4.95M 2.14% | 49.90K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 64.46K | SH | $4.62M 2.00% | 64.46K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 9.49K | SH | $4.08M 1.76% | 9.49K | 0.00 | 0.00 |
ISHARES TRSOLE | CALIF MUN BD ETF | 69.06K | SH | $3.93M 1.69% | 69.06K | 0.00 | 0.00 |
TIDAL TRUST IIISOLE | IMPACT SHARES WO | 86.88K | SH | $3.44M 1.48% | 86.88K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 4.99K | SH | $3.26M 1.41% | 4.99K | 0.00 | 0.00 |
EA SERIES TRUSTSOLE | STANCE SUSTAINAB | 111.75K | SH | $3.00M 1.29% | 111.75K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 10.26K | SH | $2.95M 1.27% | 10.26K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 25.86K | SH | $2.90M 1.25% | 25.86K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.05K | SH | $2.90M 1.25% | 6.05K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 36.02K | SH | $2.78M 1.20% | 36.02K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 4.82K | SH | $2.78M 1.20% | 4.82K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 35.41K | SH | $2.78M 1.20% | 35.41K | 0.00 | 0.00 |
TIDAL TRUST ISOLE | ADASINA SOCIAL | 139.07K | SH | $2.71M 1.17% | 139.07K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 9.29K | SH | $2.66M 1.15% | 9.29K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG EAFE ETF | 32.38K | SH | $2.44M 1.05% | 32.38K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 7.62K | SH | $2.36M 1.02% | 7.62K | 0.00 | 0.00 |
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