Westfuller Advisors, LLC

Q3 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
756
Total value ($000)
$339,723
Net value change ($000)
+65,010 (23.7%)
New positions
109
Sold out positions
118
Turnover %
12.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SGOV 26,172 NEW
SPY 4,042 33.5%
MSFT 3,130 91.6%
PANW 2,088 118.7%
AAPL 1,884 19.2%
CVIE 1,807 NEW
NOW 1,771 1035.7%
APH 1,720 NEW
SCHW 1,658 2960.7%
AMZN 1,511 22.1%
Top Reduces (Value $000, Stocks/ETFs)
VSGX -3,531 -53.2%
EAGG -1,951 -45.2%
ESGV -1,800 -32.4%
NYF -902 -51.7%
LRCX -627 -22.4%
WMG -622 -100.0%
GLD -363 -10.5%
VTEB -337 -100.0%
VGIT -329 -93.5%
SUSB -322 -43.2%
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