Institutional Fund
Westfuller Advisors, LLC
New York, NYCIK 20241155 filings on record
Portfolio Value
$231.70M
Q1 2026
Holdings
745
Reported positions
New Buys
35
Opened this quarter
QoQ Change
-6.3%
from $247.26M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr10.4%
- Ishares Tr3.7%
- Vanguard Index Fds3.6%
- Nvidia Corporation3.3%
- Apple Inc3.2%
- Nushares ETF Tr3.0%
- Other72.7%
Portfolio Holdings
745 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 239.1K | $24.06M | 10.4% | −11.6K | Reduced |
| 2 | Ishares Tr | 377.4K | $8.65M | 3.7% | +100.6K | Added |
| 3 | Vanguard Index Fds | 14.1K | $8.40M | 3.6% | +137 | Added |
| 4 | Nvidia Corporation | 43.5K | $7.58M | 3.3% | +1.9K | Added |
| 5 | Apple Inc | 29.3K | $7.44M | 3.2% | −1.2K | Reduced |
| 6 | Nushares ETF Tr | 317.0K | $7.04M | 3.0% | +2.0K | Added |
| 7 | Ishares Tr | 64.9K | $5.88M | 2.5% | +3.6K | Added |
| 8 | Amazon Com Inc | 27.7K | $5.77M | 2.5% | −1.5K | Reduced |
| 9 | Ishares Tr | 49.9K | $4.95M | 2.1% | +13.3K | Added |
| 10 | Vanguard World Fd | 64.5K | $4.62M | 2.0% | −18.8K | Reduced |
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