2026 Q2 Portfolio Activity
In 2026 Q2, Westfuller Advisors, LLC maintained a portfolio of 817 distinct positions. The most significant new addition was JABIL INC, now representing 0.13% of the total fund value. They heavily accumulated shares in STATE STR SPDR S&P 500 ETF T, increasing the position by 435.2%. Conversely, Westfuller Advisors, LLC completely exited their position in ISHARES TR.
Position History
hover any row below to update
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Total Positions
817
Quarter
2026 Q2
Top Holding
SPY (4.4%)
Top 10 Concentration
30.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 817
Westfuller Advisors, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPY
STATE STR SPDR ...
|
ETF | 4.39% | 0.85% |
#1
33
Prev: #34
|
6.8 |
—
|
13,087 | 435.2% |
P
S
|
16,094 | $12,049,036 |
$129.70
-77.5%
|
2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | ||
|
GOVT
ISHARES TR
|
ETF | 3.64% | 3.73% |
#2
Prev: #2
|
5.0 |
—
|
62,106 | 16.5% |
P
S
|
439,520 | $10,012,274 |
$22.30
+1.0%
|
2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | ||
|
AAPL
APPLE INC
|
Technology | 3.57% | 3.21% |
#3
2
Prev: #5
|
4.4 |
—
|
4,596 | 15.7% |
P
S
|
33,909 | $9,811,788 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 3.44% | 3.63% |
#4
1
Prev: #3
|
2.4 |
—
|
-299 | -2.1% |
P
S
|
13,758 | $9,449,048 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.20% | 3.27% |
#5
1
Prev: #4
|
2.3 |
—
|
388 | 0.9% |
P
S
|
43,871 | $8,778,074 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
VONG
VANGUARD SCOTTS...
|
ETF | 2.81% | 0.00% |
#6
622
Prev: #628
|
4.1 |
—
|
60,480 | 302400.0% |
P
S
|
60,500 | $7,732,505 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
NUBD
NUSHARES ETF TR
|
ETF | 2.52% | 3.04% |
#7
1
Prev: #6
|
1.5 |
—
|
-3,909 | -1.2% |
P
S
|
313,124 | $6,930,998 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.49% | 2.49% |
#8
Prev: #8
|
1.5 |
—
|
962 | 3.5% |
P
S
|
28,647 | $6,827,772 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
VSGX
VANGUARD WORLD ...
|
Bond/Debt | 2.42% | 2.00% |
#9
1
Prev: #10
|
3.5 |
—
|
16,131 | 25.0% |
P
S
|
80,589 | $6,635,722 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
IEFA
ISHARES TR
|
ETF | 2.32% | 2.54% |
#10
3
Prev: #7
|
1.4 |
—
|
1,156 | 1.8% |
P
S
|
66,104 | $6,384,320 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
AGG
ISHARES TR
|
ETF | 2.25% | 2.14% |
#11
2
Prev: #9
|
3.4 |
—
|
12,674 | 25.4% |
P
S
|
62,578 | $6,193,928 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
ESGV
VANGUARD WORLD ...
|
ETF | 2.02% | 1.25% |
#12
5
Prev: #17
|
3.8 |
—
|
16,151 | 62.5% |
P
S
|
42,011 | $5,555,493 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
CVLC
MORGAN STANLEY ...
|
ETF | 1.73% | 0.26% |
#13
58
Prev: #71
|
3.7 |
—
|
42,770 | 574.1% |
P
S
|
50,220 | $4,744,285 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.72% | 1.15% |
#14
9
Prev: #23
|
3.2 |
—
|
4,069 | 43.8% |
P
S
|
13,355 | $4,718,804 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.59% | 1.27% |
#15
1
Prev: #16
|
2.6 |
—
|
1,948 | 19.0% |
P
S
|
12,205 | $4,361,737 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
EAGG
ISHARES TR
|
ETF | 1.57% | 1.00% |
#16
10
Prev: #26
|
3.6 |
—
|
42,275 | 86.8% |
P
S
|
91,000 | $4,314,328 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
CMF
ISHARES TR
|
ETF | 1.46% | 1.69% |
#17
5
Prev: #12
|
1.1 |
—
|
508 | 0.7% |
P
S
|
69,572 | $4,010,113 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
IVV
ISHARES TR
|
ETF | 1.39% | 1.41% |
#18
4
Prev: #14
|
1.1 |
—
|
112 | 2.2% |
P
S
|
5,103 | $3,821,407 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
WOMN
TIDAL TRUST III
|
ETF | 1.32% | 1.48% |
#19
6
Prev: #13
|
1.0 |
—
|
-1,480 | -1.7% |
P
S
|
85,395 | $3,620,951 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
EFG
ISHARES TR
|
Warrant | 1.28% | 0.16% |
#20
73
Prev: #93
|
3.5 |
—
|
24,867 | 755.4% |
P
S
|
28,159 | $3,503,543 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
CHGX
EA SERIES TRUST
|
ETF | 1.27% | 1.29% |
#21
6
Prev: #15
|
1.0 |
—
|
-7,096 | -6.4% |
P
S
|
104,651 | $3,475,141 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
GLD
SPDR GOLD TR
|
ETF | 1.25% | 1.76% |
#22
11
Prev: #11
|
1.0 |
—
|
-136 | -1.4% |
P
S
|
9,354 | $3,445,890 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.24% | 0.97% |
#23
6
Prev: #29
|
3.5 |
—
|
3,091 | 50.9% |
P
S
|
9,159 | $3,416,509 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
JSTC
TIDAL TRUST I
|
ETF | 1.23% | 1.17% |
#24
2
Prev: #22
|
2.5 |
—
|
9,069 | 6.5% |
P
S
|
148,136 | $3,389,345 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 1.23% | 1.20% |
#25
5
Prev: #20
|
1.0 |
—
|
-226 | -4.7% |
P
S
|
4,590 | $3,383,834 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.23% | 0.98% |
#26
1
Prev: #27
|
3.0 |
—
|
2,559 | 33.0% |
P
S
|
10,306 | $3,373,556 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.16% | 1.25% |
#27
9
Prev: #18
|
2.5 |
—
|
334 | 5.5% |
P
S
|
6,385 | $3,194,990 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.06% | 1.02% |
#28
3
Prev: #25
|
0.9 |
—
|
119 | 1.6% |
P
S
|
7,743 | $2,924,905 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 1.03% | 1.20% |
#29
8
Prev: #21
|
0.9 |
—
|
963 | 2.7% |
P
S
|
36,374 | $2,833,909 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 1.02% | 0.63% |
#30
13
Prev: #43
|
0.9 |
—
|
-376 | -5.5% |
P
S
|
6,468 | $2,804,566 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 0.99% | 1.20% |
#31
12
Prev: #19
|
0.9 |
—
|
-567 | -1.6% |
P
S
|
35,449 | $2,718,910 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
DMXF
ISHARES TR
|
ETF | 0.99% | 1.05% |
#32
8
Prev: #24
|
0.9 |
—
|
-254 | -0.8% |
P
S
|
32,125 | $2,717,741 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.96% | 0.78% |
#33
2
Prev: #35
|
2.9 |
—
|
2,979 | 40.1% |
P
S
|
10,413 | $2,644,534 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
NUSC
NUSHARES ETF TR
|
ETF | 0.95% | 0.71% |
#34
5
Prev: #39
|
2.9 |
—
|
13,595 | 37.1% |
P
S
|
50,276 | $2,620,386 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.92% | 0.86% |
#35
2
Prev: #33
|
0.9 |
—
|
-67 | -3.1% |
P
S
|
2,096 | $2,514,214 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
DGRO
ISHARES TR
|
Warrant | 0.91% | 0.97% |
#36
8
Prev: #28
|
0.9 |
—
|
862 | 2.7% |
P
S
|
32,935 | $2,496,123 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.85% | 0.87% |
#37
6
Prev: #31
|
0.8 |
—
|
18 | 0.3% |
P
S
|
6,290 | $2,327,415 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 0.83% | 0.88% |
#38
8
Prev: #30
|
0.8 |
—
|
117 | 0.4% |
P
S
|
26,542 | $2,269,035 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
ERET
ISHARES TR
|
ETF | 0.75% | 0.63% |
#39
5
Prev: #44
|
2.8 |
—
|
17,156 | 31.9% |
P
S
|
70,937 | $2,050,801 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.73% | 0.72% |
#40
3
Prev: #37
|
0.8 |
—
|
2 | 0.1% |
P
S
|
1,971 | $1,993,836 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
IGRO
ISHARES TR
|
Bond/Debt | 0.67% | 0.75% |
#41
5
Prev: #36
|
0.8 |
—
|
278 | 1.3% |
P
S
|
20,921 | $1,839,591 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
IAUM
ISHARES GOLD TR...
|
ETF | 0.65% | 0.71% |
#42
2
Prev: #40
|
2.8 |
—
|
9,661 | 27.5% |
P
S
|
44,826 | $1,793,500 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.64% | 0.34% |
#43
20
Prev: #63
|
0.8 |
—
|
214 | 4.3% |
P
S
|
5,158 | $1,758,964 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
NYF
ISHARES TR
|
ETF | 0.63% | 0.86% |
#44
12
Prev: #32
|
0.8 |
—
|
-5,333 | -14.1% |
P
S
|
32,358 | $1,744,260 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
NACP
TIDAL TRUST III
|
ETF | 0.61% | 0.55% |
#45
3
Prev: #48
|
2.2 |
—
|
1,526 | 5.8% |
P
S
|
27,676 | $1,682,767 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
JQUA
J P MORGAN EXCH...
|
ETF | 0.60% | 0.61% |
#46
Prev: #46
|
0.7 |
—
|
61 | 0.3% |
P
S
|
22,967 | $1,660,074 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 0.58% | 0.62% |
#47
2
Prev: #45
|
0.7 |
—
|
-104 | -0.5% |
P
S
|
19,090 | $1,598,774 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
VMBS
VANGUARD SCOTTS...
|
ETF | 0.57% | 0.68% |
#48
7
Prev: #41
|
0.7 |
—
|
-28 | -0.1% |
P
S
|
33,553 | $1,570,633 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.55% | 0.72% |
#49
11
Prev: #38
|
0.7 |
—
|
-1,648 | -14.7% |
P
S
|
9,594 | $1,516,161 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
UNP
UNION PAC CORP
|
Industrials | 0.55% | 0.53% |
#50
Prev: #50
|
2.2 |
—
|
468 | 9.3% |
P
S
|
5,514 | $1,499,816 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 |
Showing 1-50 of 817 holdings