Westfuller Advisors, LLC: 13F holdings

CIK 20241152026Q2

Positions765
Reported value$274.7m
Filed2026-07-29

Top 10 holdings

SecuritySharesValueWeight
SPY STATE STR SPDR S&P 500 ETF T16,094$12.0m4.4%
GOVT ISHARES TR439,520$10.0m3.6%
AAPL APPLE INC33,909$9.8m3.6%
VOO VANGUARD INDEX FDS13,758$9.4m3.4%
NVDA NVIDIA CORPORATION43,871$8.8m3.2%
VONG VANGUARD SCOTTSDALE FDS60,500$7.7m2.8%
NUBD NUSHARES ETF TR313,124$6.9m2.5%
AMZN AMAZON COM INC28,647$6.8m2.5%
VSGX VANGUARD WORLD FD80,589$6.6m2.4%
IEFA ISHARES TR66,104$6.4m2.3%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2024115")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

Get a free API keySee history bundlesDownload free samples