Westfuller Advisors, LLC

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
7/29/2026
Form type
13F-HR
Num holdings
765
Total value ($000)
$274,713
Net value change ($000)
+43,017 (18.6%)
New positions
61
Sold out positions
52
Turnover %
11.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPY 10,088 514.4%
VONG 7,731 386550.0%
CVLC 4,148 696.0%
EFG 3,137 854.8%
ESGV 2,652 91.4%
AAPL 2,373 31.9%
GOOGL 2,055 77.1%
VSGX 2,012 43.5%
EAGG 1,997 86.2%
GOOGL 1,413 47.9%
Top Reduces (Value $000, Stocks/ETFs)
SGOV -24,064 -100.0%
VBIL -1,366 -100.0%
GLD -637 -15.6%
HON -573 -100.0%
SHY -414 -88.8%
NYF -258 -12.9%
BIL -199 -38.1%
SUSB -186 -20.0%
VBK -174 -100.0%
VYM -149 -8.9%
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