Westfuller Advisors, LLC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 274,713
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 765 | 274,713 | 13F-HR | Westfuller Advisors, LLC |
| Q1 2026 | 4/28/2026 | 756 | 231,696 | 13F-HR | Westfuller Advisors, LLC |
| Q4 2025 | 1/21/2026 | 765 | 247,259 | 13F-HR | Westfuller Advisors, LLC |
| Q3 2025 | 10/30/2025 | 760 | 219,950 | 13F-HR | Westfuller Advisors, LLC |
| Q2 2025 | 7/11/2025 | 114 | 175,396 | 13F-HR | Westfuller Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 110.6 K | 40.3% | 19.19 K | 0 | 19.19 K |
| ETFs | 160.9 K | 58.6% | 23.76 K | 0 | 23.76 K |
| Debt | 3.218 K | 1.2% | 70 | 0 | 70 |
| Other | 12 | 0.0% | 10 | 0 | 10 |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
274,713
Holdings
765
QoQ value change ($000)
43,017
(18.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.