Westfuller Advisors, LLC

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
756
Total value ($000)
$231,696
Net value change ($000)
-15,563 (-6.3%)
New positions
35
Sold out positions
44
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
GOVT 2,273 35.7%
AGG 1,295 35.4%
IBM 917 418.7%
ERET 795 119.7%
IAUM 706 75.4%
VEU 571 65.6%
ED 508 1881.5%
VXF 409 48.9%
IEFA 393 7.2%
IVV 368 12.7%
Top Reduces (Value $000, Stocks/ETFs)
ESGV -2,906 -50.0%
VBIL -1,875 -57.9%
EAGG -1,555 -40.2%
VSGX -1,338 -22.4%
SGOV -1,096 -4.4%
MSFT -1,002 -30.8%
SHV -964 -100.0%
AMZN -963 -14.3%
AAPL -869 -10.5%
GOOGL -817 -23.5%
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