2026 Q1 Portfolio Activity
In 2026 Q1, Westfuller Advisors, LLC maintained a portfolio of 800 distinct positions. The most significant new addition was AMPLIFY ETF TR, now representing 0.06% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 36.3%. The fund also reduced its exposure to VANGUARD WORLD FD by 46.2%.
Position History
hover any row below to update
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Total Positions
800
Quarter
2026 Q1
Top Holding
SGOV (10.4%)
Top 10 Concentration
36.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 800
Westfuller Advisors, LLC Full Holdings List — 2026 Q1
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SGOV
ISHARES TR
|
Bond/Debt | 10.39% | 10.18% |
#1
Prev: #1
|
6.5 |
—
|
-11,588 | -4.6% |
P
S
|
239,063 | $24,064,079 |
$96.74
+4.0%
|
2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | ||
|
GOVT
ISHARES TR
|
ETF | 3.73% | 2.58% |
#2
5
Prev: #7
|
5.5 |
—
|
100,583 | 36.3% |
P
S
|
377,414 | $8,646,553 |
$22.46
+0.5%
|
2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | ||
|
VOO
VANGUARD INDEX ...
|
ETF | 3.63% | 3.53% |
#3
1
Prev: #2
|
3.0 |
—
|
137 | 1.0% |
P
S
|
14,057 | $8,399,944 |
$520.00
+29.7%
|
2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | ||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.27% | 3.14% |
#4
Prev: #4
|
2.3 |
—
|
1,868 | 4.5% |
P
S
|
43,483 | $7,583,794 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
AAPL
APPLE INC
|
Technology | 3.21% | 3.36% |
#5
2
Prev: #3
|
2.3 |
—
|
-1,247 | -4.1% |
P
S
|
29,313 | $7,439,337 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
NUBD
NUSHARES ETF TR
|
ETF | 3.04% | 2.85% |
#6
1
Prev: #5
|
1.7 |
—
|
2,026 | 0.6% |
P
S
|
317,033 | $7,041,313 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
IEFA
ISHARES TR
|
ETF | 2.54% | 2.22% |
#7
3
Prev: #10
|
3.0 |
—
|
3,614 | 5.9% |
P
S
|
64,948 | $5,879,757 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.49% | 2.72% |
#8
2
Prev: #6
|
1.5 |
—
|
-1,467 | -5.0% |
P
S
|
27,685 | $5,765,938 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
AGG
ISHARES TR
|
ETF | 2.14% | 1.48% |
#9
5
Prev: #14
|
3.4 |
—
|
13,272 | 36.2% |
P
S
|
49,904 | $4,954,011 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
VSGX
VANGUARD WORLD ...
|
Bond/Debt | 2.00% | 2.41% |
#10
2
Prev: #8
|
0.8 |
—
|
-18,792 | -22.6% |
P
S
|
64,458 | $4,623,605 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
GLD
SPDR GOLD TR
|
ETF | 1.76% | 1.65% |
#11
Prev: #11
|
1.2 |
—
|
-779 | -7.6% |
P
S
|
9,490 | $4,083,461 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
CMF
ISHARES TR
|
ETF | 1.69% | 1.52% |
#12
1
Prev: #13
|
2.7 |
—
|
3,643 | 5.6% |
P
S
|
69,064 | $3,926,962 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
WOMN
TIDAL TRUST III
|
ETF | 1.48% | 1.45% |
#13
2
Prev: #15
|
1.1 |
—
|
273 | 0.3% |
P
S
|
86,875 | $3,438,318 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
IVV
ISHARES TR
|
ETF | 1.41% | 1.17% |
#14
11
Prev: #25
|
2.6 |
—
|
769 | 18.2% |
P
S
|
4,991 | $3,260,204 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
CHGX
EA SERIES TRUST
|
ETF | 1.29% | 1.20% |
#15
8
Prev: #23
|
1.0 |
—
|
2,695 | 2.5% |
P
S
|
111,747 | $2,996,956 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.27% | 1.30% |
#16
4
Prev: #20
|
1.0 |
—
|
12 | 0.1% |
P
S
|
10,257 | $2,949,383 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
ESGV
VANGUARD WORLD ...
|
ETF | 1.25% | 2.35% |
#17
8
Prev: #9
|
0.5 |
—
|
-22,163 | -46.2% |
P
S
|
25,860 | $2,903,270 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.25% | 1.23% |
#18
4
Prev: #22
|
1.0 |
—
|
1 | 0.0% |
P
S
|
6,051 | $2,899,639 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 1.20% | 1.18% |
#19
5
Prev: #24
|
1.0 |
—
|
-1,376 | -3.7% |
P
S
|
36,016 | $2,779,684 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 1.20% | 1.41% |
#20
4
Prev: #16
|
1.0 |
—
|
-869 | -15.3% |
P
S
|
4,816 | $2,779,448 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 1.20% | 1.27% |
#21
Prev: #21
|
1.0 |
—
|
-4,294 | -10.8% |
P
S
|
35,411 | $2,776,560 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
JSTC
TIDAL TRUST I
|
ETF | 1.17% | 1.10% |
#22
4
Prev: #26
|
1.0 |
—
|
5,252 | 3.9% |
P
S
|
139,067 | $2,710,419 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.15% | 1.41% |
#23
6
Prev: #17
|
1.0 |
—
|
-1,808 | -16.3% |
P
S
|
9,286 | $2,663,711 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
DMXF
ISHARES TR
|
ETF | 1.05% | 0.98% |
#24
6
Prev: #30
|
1.4 |
—
|
no change | no change |
P
S
|
32,379 | $2,442,967 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.02% | 1.06% |
#25
2
Prev: #27
|
0.9 |
—
|
36 | 0.5% |
P
S
|
7,624 | $2,359,784 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
EAGG
ISHARES TR
|
ETF | 1.00% | 1.57% |
#26
14
Prev: #12
|
0.4 |
—
|
-32,189 | -39.8% |
P
S
|
48,725 | $2,316,895 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.98% | 0.90% |
#27
5
Prev: #32
|
2.4 |
—
|
837 | 12.1% |
P
S
|
7,747 | $2,278,770 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
DGRO
ISHARES TR
|
Warrant | 0.97% | 0.94% |
#28
3
Prev: #31
|
0.9 |
—
|
-1,474 | -4.4% |
P
S
|
32,073 | $2,250,860 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.97% | 1.31% |
#29
11
Prev: #18
|
0.9 |
—
|
-648 | -9.6% |
P
S
|
6,068 | $2,246,170 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 0.88% | 0.79% |
#30
4
Prev: #34
|
0.9 |
—
|
691 | 2.7% |
P
S
|
26,425 | $2,037,629 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.87% | 0.86% |
#31
2
Prev: #33
|
0.8 |
—
|
-47 | -0.7% |
P
S
|
6,272 | $2,012,035 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
NYF
ISHARES TR
|
ETF | 0.86% | 1.05% |
#32
4
Prev: #28
|
0.3 |
—
|
-10,964 | -22.5% |
P
S
|
37,691 | $2,002,155 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.86% | 0.99% |
#33
4
Prev: #29
|
0.8 |
—
|
-124 | -5.4% |
P
S
|
2,163 | $1,989,222 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.85% | 0.75% |
#34
1
Prev: #35
|
2.3 |
—
|
279 | 10.2% |
P
S
|
3,007 | $1,960,726 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.78% | 0.62% |
#35
7
Prev: #42
|
0.8 |
—
|
-9 | -0.1% |
P
S
|
7,434 | $1,817,198 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
IGRO
ISHARES TR
|
Bond/Debt | 0.75% | 0.74% |
#36
Prev: #36
|
0.8 |
—
|
-1,522 | -6.9% |
P
S
|
20,643 | $1,729,235 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.72% | 0.71% |
#37
1
Prev: #38
|
0.8 |
—
|
-40 | -2.0% |
P
S
|
1,969 | $1,665,479 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.72% | 0.63% |
#38
3
Prev: #41
|
0.8 |
—
|
399 | 3.7% |
P
S
|
11,242 | $1,664,954 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
NUSC
NUSHARES ETF TR
|
ETF | 0.71% | 0.66% |
#39
Prev: #39
|
0.8 |
—
|
25 | 0.1% |
P
S
|
36,681 | $1,652,855 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
IAUM
ISHARES GOLD TR
|
Bond/Debt | 0.71% | 0.38% |
#40
15
Prev: #55
|
3.3 |
—
|
13,394 | 61.5% |
P
S
|
35,165 | $1,642,208 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
VMBS
VANGUARD SCOTTS...
|
ETF | 0.68% | 0.71% |
#41
4
Prev: #37
|
0.8 |
—
|
-3,945 | -10.5% |
P
S
|
33,581 | $1,576,622 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
XMHQ
INVESCO EXCHANG...
|
ETF | 0.66% | 0.63% |
#42
2
Prev: #40
|
0.8 |
—
|
-507 | -3.3% |
P
S
|
14,802 | $1,530,056 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.63% | 0.45% |
#43
6
Prev: #49
|
2.3 |
—
|
369 | 5.7% |
P
S
|
6,844 | $1,463,988 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
ERET
ISHARES TR
|
ETF | 0.63% | 0.27% |
#44
28
Prev: #72
|
3.3 |
—
|
28,910 | 116.2% |
P
S
|
53,781 | $1,458,963 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 0.62% | 0.35% |
#45
14
Prev: #59
|
3.2 |
—
|
7,367 | 62.3% |
P
S
|
19,194 | $1,441,456 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
JQUA
J P MORGAN EXCH...
|
ETF | 0.61% | 0.58% |
#46
3
Prev: #43
|
0.7 |
—
|
65 | 0.3% |
P
S
|
22,906 | $1,404,592 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
VBIL
VANGUARD INSTL ...
|
ETF | 0.59% | 1.31% |
#47
28
Prev: #19
|
0.2 |
—
|
-24,899 | -58.0% |
P
S
|
18,063 | $1,366,496 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
NACP
TIDAL TRUST III
|
ETF | 0.55% | 0.52% |
#48
3
Prev: #45
|
1.2 |
—
|
no change | no change |
P
S
|
26,150 | $1,264,593 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
VXF
VANGUARD INDEX ...
|
ETF | 0.54% | 0.34% |
#49
12
Prev: #61
|
3.2 |
—
|
2,051 | 51.3% |
P
S
|
6,052 | $1,245,537 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
UNP
UNION PAC CORP
|
Industrials | 0.53% | 0.54% |
#50
6
Prev: #44
|
0.7 |
—
|
-755 | -13.0% |
P
S
|
5,046 | $1,224,335 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 |
Showing 1-50 of 800 holdings