Westfuller Advisors, LLC - Portfolio overview
Westfuller Advisors, LLC has 756 reported holdings in this dataset, with the latest filing dated 2025-10-30.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Financial Services.
Largest reported holdings by portfolio allocation
- SGOV - ISHARES TR, 4.24%
- VOO - VANGUARD INDEX FDS, 3.85%
- AAPL - APPLE INC, 3.57%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
Explore securities or join Upside Invest to compare portfolios.