Westfuller Advisors, LLC

Q3 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2025
Date filed
10/30/2025
Form type
13F-HR
Num holdings
760
Total value ($000)
$219,950
Net value change ($000)
+44,554 (25.4%)
New positions
647
Sold out positions
1
Turnover %
16.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/11/2025 Next filing: 1/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 3,524 81.9%
GOVT 3,308 117.1%
AVGO 2,294 1067.0%
NVDA 2,189 58.0%
AGG 2,025 291.4%
IEFA 1,894 72.7%
GOOGL 1,851 208.2%
BRK-B 1,679 117.8%
MSFT 1,617 82.7%
JSTC 1,479 121.1%
Top Reduces (Value $000, Stocks/ETFs)
SGOV -15,576 -62.6%
EAGG -3,775 -49.4%
ESGV -2,659 -31.9%
VSGX -2,357 -28.2%
ESML -1,827 -100.0%
VMBS -219 -10.1%
VYM -191 -11.1%
VXF -135 -12.6%
VEU -130 -13.5%
JQUA -113 -6.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type