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Westfuller Advisors, LLC

CIK: 0002024115

NEW YORK 1185 avenue of the americas 3rd floor
Zip Code: 10036
LATEST PORTFOLIO VALUE
$219.95 M
+25.40%
09/30/2025
TOTAL ASSETS HELD
$760
646
09/30/2025
LATEST REPORT DATE
2025 Q3
09/30/2025
TOP 10 CONCENTRATION
30.98%

About Westfuller Advisors, LLC

Westfuller Advisors, LLC (CIK: 0002024115) is a financial institution headquartered at 1185 avenue of the americas, 3rd floor, NEW YORK, NEW YORK 10036. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-09-30), the institution manages a portfolio valued at $219,949,564, comprising 760 distinct securities. Over its filing history, it has submitted 7 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Portfolio Summary (2025 Q3)

Asset Allocation

Stocks/ETFs
+25.27%
$218.47 M 99.33%
Options
$0 0.00%
Debt
$0 0.00%
Other
+48.25%
$1.48 M 0.67%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (2025 Q3)

Name Shares Market Value Weight Change Activity
92,256 $9,290,192 4.22% ▼ 154,696 Reduce -62.6%
13,735 $8,434,997 3.83% ▼ 913 Reduce -6.2%
30,745 $7,828,527 3.56% ▲ 9,760 Add 46.5%
310,870 $6,980,581 3.17% ▲ 2,954 Add 1.0%
31,334 $6,880,002 3.13% ▲ 3,256 Add 11.6%
265,313 $6,134,038 2.79% ▲ 142,341 Add 115.8%
86,464 $5,998,017 2.73% ▼ 41,088 Reduce -32.2%
31,955 $5,962,499 2.71% ▲ 8,073 Add 33.8%
47,850 $5,667,362 2.58% ▼ 28,088 Reduce -37.0%
51,536 $4,499,644 2.05% ▲ 20,319 Add 65.1%

Historical Portfolio Charts