Westfuller Advisors, LLC

Q4 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
12/31/2025
Date filed
1/21/2026
Form type
13F-HR
Num holdings
765
Total value ($000)
$247,259
Net value change ($000)
+27,309 (12.4%)
New positions
70
Sold out positions
65
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/30/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
SGOV 15,870 170.8%
VBIL 3,241 NEW
NVDA 1,799 30.2%
NYF 1,777 214.9%
IEFA 987 21.9%
AGG 939 34.5%
GOOGL 741 27.0%
GOOGL 718 28.8%
LLY 686 38.7%
CVLC 626 NEW
Top Reduces (Value $000, Stocks/ETFs)
CHGX -329 -10.0%
MSFT -324 -9.1%
IAUM -317 -25.3%
BIV -259 -8.2%
SNPS -252 -63.8%
STZ -251 -96.9%
ROP -228 -97.4%
NKE -225 -71.9%
VNQ -215 -21.6%
JQUA -188 -11.5%
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