Westfuller Advisors, LLC reported 585 positions worth $111.83M for the quarter ended Jun 30, 2026, up 28.0% on the prior quarter. It opened 47 new positions, added to 190, trimmed 162 and exited 41. Its largest holding is Apple Inc. at 8.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GOOG Alphabet Inc. | +4,069 | +43.8% | $1.44M | 4.22% |
| AAPL Apple Inc. | +4,596 | +15.7% | $1.33M | 8.77% |
| MSFT Microsoft Corp | +3,091 | +50.9% | $1.15M | 3.06% |
| JPM Jpmorgan Chase & Co | +2,559 | +33.0% | $837.66K | 3.02% |
| AMD Advanced Micro Devices Inc | +1,326 | +279.7% | $770.29K | 0.935% |
| JNJ Johnson & Johnson | +2,979 | +40.1% | $756.56K | 2.36% |
| GOOGL Alphabet Inc. | +1,948 | +19.0% | $696.16K | 3.9% |
| WMT Walmart Inc. | +3,414 | +2,438.6% | $386.63K | 0.36% |
| IAUM iShares Gold Trust Micro | +9,661 | +27.5% | $386.54K | 1.6% |
| JBL Jabil Inc | +942 | – | $363.12K | 0.325% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| WDC Western Digital Corp | -315 | -55.7% | $201.21K | 0.143% |
| LRCX Lam Research Corp | -376 | -5.5% | $163.04K | 2.51% |
| GEV GE Vernova Inc. | -99 | -63.1% | $116.57K | 0.061% |
| TSLA Tesla, Inc. | -261 | -66.4% | $110.13K | 0.05% |
| HUBS Hubspot Inc | -347 | -100.0% | $84.70K | Exited |
| AMAT Applied Materials Inc | -117 | -11.0% | $84.59K | 0.614% |
| LLY ELI LILLY & Co | -67 | -3.1% | $80.37K | 2.25% |
| CAH Cardinal Health Inc | -328 | -34.2% | $77.91K | 0.134% |
| INTC Intel Corp | -529 | -12.9% | $73.87K | 0.447% |
| PLTR Palantir Technologies Inc. | -476 | -100.0% | $69.63K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| JBL Jabil Inc | +942 | $363.12K | 0.325% |
| HONA Honeywell Aerospace Inc. | +1,376 | $304.21K | 0.272% |
| AVY Avery Dennison Corp | +889 | $144.34K | 0.129% |
| BR Broadridge Financial Solutions, Inc. | +615 | $84.86K | 0.076% |
| MCHP Microchip Technology Inc | +912 | $83.17K | 0.074% |
| HOOD Robinhood Markets, Inc. | +763 | $76.51K | 0.068% |
| VECO Veeco Instruments Inc | +904 | $68.52K | 0.061% |
| AMN Amn Healthcare Services Inc | +2,109 | $68.27K | 0.061% |
| HRI Herc Holdings Inc | +445 | $63.79K | 0.057% |
| BX Blackstone Inc. | +358 | $42.08K | 0.038% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| HUBS Hubspot Inc | -347 | $84.70K | 0.097% |
| PLTR Palantir Technologies Inc. | -476 | $69.63K | 0.08% |
| APP AppLovin Corp | -37 | $14.73K | 0.017% |
| BDX Becton Dickinson & Co | -61 | $9.64K | 0.011% |
| TSCO Tractor Supply Co | -180 | $8.15K | <0.01% |
| AZO Autozone Inc | -2 | $6.76K | <0.01% |
| NVR Nvr Inc | -1 | $6.59K | <0.01% |
| MLM Martin Marietta Materials Inc | -11 | $6.49K | <0.01% |
| PSX Phillips 66 | -35 | $6.39K | <0.01% |
| GDDY GoDaddy Inc. | -63 | $5.21K | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 33.9K | $9.81M | 8.77% | +4,596 | +15.7% | Added | 0% |
| 2 | NVDA Nvidia Corp | Technology | 43.9K | $8.78M | 7.85% | +388 | +0.9% | Added | 0% |
| 3 | AMZN Amazon Com Inc | Consumer Discretionary | 28.6K | $6.83M | 6.11% | +962 | +3.5% | Added | 0% |
| 4 | GOOG Alphabet Inc. | Technology | 13.4K | $4.72M | 4.22% | +4,069 | +43.8% | Added | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 12.2K | $4.36M | 3.9% | +1,948 | +19.0% | Added | 0% |
| 6 | GLD Spdr Gold Trust | Financial Services | 9,354 | $3.45M | 3.08% | -136 | -1.4% | Reduced | 0% |
| 7 | MSFT Microsoft Corp | Technology | 9,159 | $3.42M | 3.06% | +3,091 | +50.9% | Added | 0% |
| 8 | JPM Jpmorgan Chase & Co | Financial Services | 10.3K | $3.37M | 3.02% | +2,559 | +33.0% | Added | 0% |
| 9 | BRK-B Berkshire Hathaway Inc | Financial Services | 6,385 | $3.19M | 2.86% | +334 | +5.5% | Added | 0% |
| 10 | AVGO Broadcom Inc. | Technology | 7,743 | $2.92M | 2.62% | +119 | +1.6% | Added | 0% |
| 11 | LRCX Lam Research Corp | Technology | 6,468 | $2.80M | 2.51% | -376 | -5.5% | Reduced | 0% |
| 12 | JNJ Johnson & Johnson | Healthcare | 10.4K | $2.64M | 2.36% | +2,979 | +40.1% | Added | 0% |
| 13 | LLY ELI LILLY & Co | Healthcare | 2,096 | $2.51M | 2.25% | -67 | -3.1% | Reduced | 0% |
| 14 | GS Goldman Sachs Group Inc | Financial Services | 1,971 | $1.99M | 1.78% | +2 | +0.1% | Added | 0% |
| 15 | IAUM iShares Gold Trust Micro | Others | 44.8K | $1.79M | 1.6% | +9,661 | +27.5% | Added | 0.03% |
Tip. Select a row to see that position’s full history at Westfuller Advisors.
As of its Q2 2026 13F filing, Westfuller Advisors, LLC’s five largest positions were Apple Inc. (AAPL) at 8.8%, Nvidia Corp (NVDA) at 7.9%, Amazon Com Inc (AMZN) at 6.1%, Alphabet Inc. (GOOG) at 4.2%, Alphabet Inc. (GOOGL) at 3.9% of the reported portfolio.
Westfuller Advisors, LLC reported a 13F portfolio worth $111.83M across 585 positions for Q2 2026. That is up 28.0% from the previous quarter.
Its largest purchases by value were Alphabet Inc. ($1.44M), Apple Inc. ($1.33M), Microsoft Corp ($1.15M). It opened 47 new positions.
Its largest sales by value were Western Digital Corp ($201.21K), Lam Research Corp ($163.04K), GE Vernova Inc. ($116.57K). It exited 41 positions entirely.
From the Form 13F-HR reports Westfuller Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.