Westfuller Advisors, LLC

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CIK 2024115

13F portfolio (2026-Q1)

$232M

Positions

756

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

756

Top 5

24.2%

Top 10

36.4%

Effective N

43.2

HHI

0.023

This quarter

35 new · 11 exit →

By sector

Unclassified64.8%

Information Technology12.3%

Financials5.3%

Consumer Discretionary4.3%

Communication Services4.1%

Industrials3.1%

Health Care2.5%

Materials1.1%

Other2.5%

By market cap

Unknown66.4%

Mega (>$200B)23.3%

Large ($10–200B)9.3%

Mid ($2–10B)1.0%

Small ($300M–2B)0.0%

Micro (<$300M)0.0%

By region

Other64.8%

North America34.6%

Asia-Pacific0.3%

Europe0.2%

Africa0.2%

Latin America0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	66.10%	174
Semiconductors & Semiconductor Equipment	5.23%	31
Technology Hardware & Equipment	5.01%	28
Specialty Retail	3.41%	23
Software & IT Services	3.03%	20
Pharmaceuticals & Biotechnology	2.17%	27
Banks	2.03%	37
Software	1.70%	29
Machinery	1.08%	24
Capital Markets	1.00%	20
Commercial Services & Supplies	0.92%	28
Utilities	0.88%	24
Road & Rail	0.69%	5
Entertainment	0.65%	4
Aerospace & Defense	0.57%	14
Hotels, Restaurants & Leisure	0.52%	9
Beverages	0.51%	8
Metals & Mining	0.48%	11
Insurance	0.44%	33
Equity Real Estate Investment Trusts (REITs)	0.39%	19
Media & Entertainment	0.38%	10
Chemicals	0.34%	22
Health Care Equipment & Supplies	0.31%	19
Oil, Gas & Consumable Fuels	0.28%	15
Construction Materials	0.22%	8
Diversified Telecommunication Services	0.22%	7
Real Estate Management & Development	0.21%	3
Distributors	0.19%	8
Construction & Engineering	0.19%	15
Food Products	0.14%	11
Electrical Equipment & Components	0.12%	7
Automobiles & Components	0.12%	12
Communications Equipment	0.09%	7
Marine	0.09%	3
Transportation Infrastructure	0.06%	3
Media & Publishing	0.04%	3
Airlines	0.04%	2
Agricultural Products	0.04%	2
Tobacco	0.03%	3
Life Sciences Tools & Services	0.03%	6
Health Care Providers & Services	0.02%	5
Textiles, Apparel & Luxury Goods	0.01%	7
Professional Services	0.01%	3
Food & Staples Retailing	0.01%	1
Paper & Forest Products	0.00%	2
Household Durables	0.00%	2
Leisure Products	0.00%	1
Diversified Consumer Services	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	SGOV	ISHARES TR	Unclassified	10.39%
2	GOVT	ISHARES TR	Unclassified	3.73%
3	VOO	VANGUARD INDEX FDS	Unclassified	3.63%
4	NVDA	NVIDIA CORP	Information Technology	3.27%
5	AAPL	Apple Inc.	Information Technology	3.21%
6	NUBD	NUSHARES ETF TR	Unclassified	3.04%
7	IEFA	ISHARES TR	Unclassified	2.54%
8	AMZN	AMAZON COM INC	Consumer Discretionary	2.49%
9	AGG	ISHARES TR	Unclassified	2.14%
10	VSGX	VANGUARD WORLD FD	Unclassified	2.00%

586/756 names classified · sector 35.2% of weight · industry 33.9% · mkt cap 33.6%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 7 quarters

Information TechnologyAAPL, NVDA, MSFT, AVGO, IBM · other

FinancialsJPM, BRK.B, GS, V, AXP · other

Consumer DiscretionaryAMZN, COST, SBUX, HD, TSLA · other

Communication ServicesGOOGL, GOOG, WMG, META, DIS · other

IndustrialsLRCX, UNP, HON, ACN, MELI · other

Health CareLLY, JNJ, MRK, ABT, ABBV · other

MaterialsECL, HL, AU, PAAS, NKE · other

Consumer StaplesPEP, KO, MDLZ, BG, STZ · other

UtilitiesBEPC, ED, NEE, NI, SO · other

Real EstateBN, PLD, WELL, AMT, CBRE · other

EnergyRRC, CVX, PBR, BP, TTE · other

UnclassifiedSGOV, VOO, ESGV, AGG, IVV · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 35.2% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 32% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (478 classified)Westfuller Advisors, LLC centroid (Large Core)

Information TechnologyConsumer DiscretionaryFinancialsCommunication ServicesIndustrialsHealth CareUtilitiesMaterialsConsumer StaplesReal EstateEnergy

Style box summary for Westfuller Advisors, LLC: centroid Large Core. Heaviest cells: Large Growth 18.4%, Large Core 6.9%, Large Value 2.7%.

Classified: 31.9% of book weight (478/756 names) · unclassified 68.1%: SGOV, GOVT, VOO, NUBD, IEFA, AGG, VSGX, GLD, CMF, WOMN +268 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 756 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	SGOVISHARES TR	239,063	$24M	10.4%	TRIM −5%
2	GOVTISHARES TR	377,414	$9M	3.7%	ADD 36%
3	VOOVANGUARD INDEX FDS	14,057	$8M	3.6%	HOLD
4	NVDANVIDIA CORPORATION	43,483	$8M	3.3%	ADD 4%
5	AAPLAPPLE INC	29,313	$7M	3.2%	TRIM −4%
6	NUBDNUSHARES ETF TR	317,033	$7M	3.0%	HOLD
7	IEFAISHARES TR	64,948	$6M	2.5%	ADD 6%
8	AMZNAMAZON COM INC	27,685	$6M	2.5%	TRIM −5%
9	AGGISHARES TR	49,904	$5M	2.1%	ADD 36%
10	VSGXVANGUARD WORLD FD	64,458	$5M	2.0%	TRIM −23%
11	GLDSPDR GOLD TR	9,490	$4M	1.8%	TRIM −8%
12	CMFISHARES TR	69,064	$4M	1.7%	ADD 6%
13	WOMNTIDAL TRUST III	86,875	$3M	1.5%	HOLD
14	IVVISHARES TR	4,991	$3M	1.4%	ADD 18%
15	CHGXEA SERIES TRUST	111,747	$3M	1.3%	ADD 2%
16	GOOGLALPHABET INC	10,257	$3M	1.3%	HOLD
17	ESGVVanguard ESG US Stock - ETF	25,860	$3M	1.3%	TRIM −46%
18	BRK.BBERKSHIRE HATHAWAY INC DEL	6,051	$3M	1.3%	HOLD
19	BIVVANGUARD BD INDEX FDS	36,016	$3M	1.2%	TRIM −4%
20	QQQINVESCO QQQ TR	4,816	$3M	1.2%	TRIM −15%
21	BSVVANGUARD BD INDEX FDS	35,411	$3M	1.2%	TRIM −11%
22	JSTCTIDAL TRUST I	139,067	$3M	1.2%	ADD 4%
23	GOOGALPHABET INC	9,286	$3M	1.1%	TRIM −16%
24	DMXFISHARES TR	32,379	$2M	1.1%	HOLD
25	AVGOBROADCOM INC	7,624	$2M	1.0%	HOLD
26	EAGGISHARES TR	48,725	$2M	1.0%	TRIM −40%
27	JPMJPMORGAN CHASE & CO	7,747	$2M	1.0%	ADD 12%
28	DGROISHARES CORE DIVIDEND GROWTH ETF	32,073	$2M	1.0%	TRIM −4%
29	MSFTMICROSOFT CORP	6,068	$2M	1.0%	TRIM −10%
30	VXUSVANGUARD STAR FDS	26,425	$2M	0.9%	ADD 3%
31	VTIVANGUARD INDEX FDS	6,272	$2M	0.9%	HOLD
32	NYFISHARES TR	37,691	$2M	0.9%	TRIM −23%
33	LLYELI LILLY & CO	2,163	$2M	0.9%	TRIM −5%
34	SPYSTATE STR SPDR S&P 500 ETF T	3,007	$2M	0.8%	ADD 10%
35	JNJJOHNSON & JOHNSON	7,434	$2M	0.8%	HOLD
36	IGROiShares Int'l Dividend Growth ETF	20,643	$2M	0.7%	TRIM −7%
37	GSGOLDMAN SACHS GROUP INC	1,969	$2M	0.7%	HOLD
38	VYMVANGUARD WHITEHALL FDS	11,242	$2M	0.7%	ADD 4%
39	NUSCNUSHARES ETF TR	36,681	$2M	0.7%	HOLD
40	IAUMISHARES GOLD TR	35,165	$2M	0.7%	ADD 62%
41	VMBSVANGUARD SCOTTSDALE FDS	33,581	$2M	0.7%	TRIM −11%
42	XMHQINVESCO EXCHANGE TRADED FD T	14,802	$2M	0.7%	TRIM −3%
43	LRCXLAM RESEARCH CORP	6,844	$1M	0.6%	ADD 6%
44	ERETISHARES TR	53,781	$1M	0.6%	ADD 116%
45	VEUVANGUARD INTL EQUITY INDEX F	19,194	$1M	0.6%	ADD 62%
46	JQUAJ P MORGAN EXCHANGE TRADED F	22,906	$1M	0.6%	HOLD
47	VBILVANGUARD INSTL INDEX FD	18,063	$1M	0.6%	TRIM −58%
48	NACPTIDAL TRUST III	26,150	$1M	0.5%	HOLD
49	VXFVANGUARD INDEX FDS	6,052	$1M	0.5%	ADD 51%
50	UNPUNION PAC CORP	5,046	$1M	0.5%	TRIM −13%
51	NUEMNUSHARES ETF TR	31,818	$1M	0.5%	HOLD
52	IBMINTERNATIONAL BUSINESS MACHS	4,685	$1M	0.5%	ADD 535%
53	BNDXVANGUARD CHARLOTTE FDS	22,588	$1M	0.5%	ADD 8%
54	COSTCOSTCO WHSL CORP NEW	1,016	$1M	0.4%	TRIM −9%
55	SBUXSTARBUCKS CORP	11,213	$1M	0.4%	TRIM −5%
56	METAMETA PLATFORMS INC	1,740	$995,595	0.4%	HOLD
57	PEPPEPSICO INC	6,168	$957,778	0.4%	HOLD
58	SPIBSPDR SERIES TRUST	28,210	$946,154	0.4%	ADD 10%
59	AXPAMERICAN EXPRESS CO	3,108	$940,013	0.4%	HOLD
60	SUSBISHARES TR	37,199	$932,402	0.4%	ADD 28%
61	DISDISNEY WALT CO	9,287	$895,122	0.4%	HOLD
62	VNQVANGUARD INDEX FDS	9,582	$849,907	0.4%	ADD 9%
63	PANWPALO ALTO NETWORKS INC	4,944	$792,614	0.3%	HOLD
64	IWMISHARES TR	3,015	$747,686	0.3%	HOLD
65	VTWOVANGUARD SCOTTSDALE FDS	7,019	$703,113	0.3%	ADD 15%
66	BNYBANK NEW YORK MELLON CORP	5,783	$686,050	0.3%	HOLD
67	TMOTHERMO FISHER SCIENTIFIC INC	1,341	$659,905	0.3%	HOLD
68	NULGNUSHARES ETF TR	7,019	$638,283	0.3%	HOLD
69	IWFISHARES TR	1,453	$619,613	0.3%	HOLD
70	SPEMSPDR INDEX SHS FDS	12,718	$596,607	0.3%	ADD 135%
71	CVLCMORGAN STANLEY ETF TRUST	7,450	$596,463	0.3%	HOLD
72	WMGWARNER MUSIC GROUP CORP	22,980	$586,910	0.3%	HOLD
73	HONHONEYWELL INTL INC	2,536	$573,195	0.2%	ADD 15%
74	TLTISHARES TR	6,432	$557,611	0.2%	HOLD
75	REGLPROSHARES TR	6,451	$557,417	0.2%	HOLD
76	MAMASTERCARD INCORPORATED	1,090	$544,749	0.2%	TRIM −2%
77	EDCONSOLIDATED EDISON INC	4,723	$534,583	0.2%	ADD 1611%
78	BILSPDR SERIES TRUST	5,700	$522,331	0.2%	TRIM −26%
79	VEAVANGUARD TAX-MANAGED FDS	7,849	$502,973	0.2%	ADD 17%
80	TSMTAIWAN SEMICONDUCTOR MFG LTD	1,439	$487,601	0.2%	HOLD
81	SHYISHARES TR	5,646	$466,231	0.2%	HOLD
82	VUGVANGUARD INDEX FDS	1,033	$451,154	0.2%	TRIM −3%
83	VVISA INC	1,492	$451,081	0.2%	TRIM −44%
84	VGITVANGUARD SCOTTSDALE FDS	7,567	$450,627	0.2%	HOLD
85	TIPISHARES TR	4,056	$447,634	0.2%	TRIM −33%
86	HDHOME DEPOT INC	1,360	$447,167	0.2%	ADD 3%
87	CSCOCISCO SYS INC	5,758	$446,790	0.2%	TRIM −3%
88	CMCSACOMCAST CORP NEW	15,191	$436,138	0.2%	HOLD
89	IYWISHARES TR	2,330	$422,651	0.2%	HOLD
90	EFAISHARES TR	4,246	$412,425	0.2%	ADD 55%
91	MRKMERCK & CO INC	3,061	$370,749	0.2%	HOLD
92	VIGVANGUARD SPECIALIZED FUNDS	1,706	$366,913	0.2%	TRIM −8%
93	EFGISHARES TR	3,292	$366,630	0.2%	HOLD
94	AMATAPPLIED MATLS INC	1,067	$364,855	0.2%	TRIM −15%
95	NXPINXP SEMICONDUCTORS N V	1,816	$359,374	0.2%	TRIM −2%
96	VFHVANGUARD WORLD FD	2,934	$354,512	0.2%	TRIM −9%
97	AUANGLOGOLD ASHANTI PLC	3,632	$353,609	0.2%	HOLD
98	NSCNORFOLK SOUTHN CORP	1,227	$352,248	0.2%	HOLD
99	BNBROOKFIELD CORP	8,641	$349,701	0.2%	HOLD
100	CBCHUBB LIMITED	1,061	$346,957	0.1%	TRIM −30%
101	VTEBVANGUARD MUN BD FDS	6,805	$339,526	0.1%	HOLD
102	NFLXNETFLIX INC	3,466	$333,271	0.1%	TRIM −6%
103	PLDPROLOGIS INC.	2,402	$317,544	0.1%	HOLD
104	PFFISHARES TR	10,199	$309,231	0.1%	TRIM −4%
105	PAASPAN AMERN SILVER CORP	5,653	$308,840	0.1%	HOLD
106	ETNEATON CORP PLC	843	$301,643	0.1%	HOLD
107	TPCTUTOR PERINI CORP	3,834	$295,946	0.1%	HOLD
108	PYPLPAYPAL HLDGS INC	6,385	$288,803	0.1%	HOLD
109	TAT&T INC	9,459	$274,208	0.1%	ADD 1253%
110	HLHECLA MNG CO	14,685	$273,573	0.1%	HOLD
111	ISRGINTUITIVE SURGICAL INC	587	$270,601	0.1%	HOLD
112	VWOVANGUARD INTL EQUITY INDEX F	4,981	$269,230	0.1%	ADD 4%
113	RTXRTX CORPORATION	1,377	$265,581	0.1%	TRIM −2%
114	XLISELECT SECTOR SPDR TR	1,642	$265,576	0.1%	TRIM −25%
115	SYKSTRYKER CORPORATION	799	$263,282	0.1%	ADD 7%
116	IGVISHARES TR	3,230	$258,545	0.1%	TRIM −20%
117	HEZUISHARES TR	5,905	$258,058	0.1%	TRIM −23%
118	BLVVANGUARD BD INDEX FDS	3,701	$254,584	0.1%	HOLD
119	VGTVANGUARD WORLD FD	360	$251,296	0.1%	HOLD
120	INTUINTUIT	581	$251,025	0.1%	HOLD
121	NEMNEWMONT CORP	2,211	$239,335	0.1%	HOLD
122	SLVISHARES SILVER TR	3,510	$239,171	0.1%	HOLD
123	VTEIVANGUARD MUN BD FDS	2,238	$223,630	0.1%	HOLD
124	VHTVANGUARD WORLD FD	814	$221,583	0.1%	TRIM −15%
125	WELLWELLTOWER INC	1,071	$211,734	0.1%	HOLD
126	ECLECOLAB INC	781	$208,382	0.1%	TRIM −48%
127	USRTISHARES TR	3,518	$208,247	0.1%	HOLD
128	CAHCARDINAL HEALTH INC	960	$202,847	0.1%	ADD 26%
129	GWWWW GRAINGER INC	177	$193,457	0.1%	ADD 3%
130	ACNACCENTURE PLC IRELAND	965	$191,262	0.1%	TRIM −14%
131	TTTRANE TECHNOLOGIES PLC	447	$186,261	0.1%	ADD 6%
132	BEPCBROOKFIELD RENEWABLE CORP	4,653	$185,319	0.1%	HOLD
133	MUMICRON TECHNOLOGY INC	544	$184,015	0.1%	TRIM −15%
134	AVAVAEROVIRONMENT INC	1,000	$183,050	0.1%	HOLD
135	NOWSERVICENOW INC	1,749	$182,815	0.1%	TRIM −31%
136	TJXTJX COS INC NEW	1,143	$182,525	0.1%	TRIM −55%
137	INTCINTEL CORP	4,105	$181,172	0.1%	TRIM −19%
138	CMICUMMINS INC	336	$180,614	0.1%	ADD 3%
139	BBVABANCO BILBAO VIZCAYA ARGENTA	8,320	$180,212	0.1%	TRIM −3%
140	LQDISHARES TR	1,630	$177,677	0.1%	ADD 6%
141	GRIDFIRST TR EXCHANGE TRADED FD	1,083	$177,199	0.1%	HOLD
142	NINISOURCE INC	3,771	$175,962	0.1%	HOLD
143	VBKVANGUARD INDEX FDS	577	$174,398	0.1%	HOLD
144	JHGJANUS HENDERSON GROUP PLC	3,290	$169,015	0.1%	HOLD
145	NEENEXTERA ENERGY INC	1,766	$164,064	0.1%	HOLD
146	CCITIGROUP INC	1,413	$160,268	0.1%	HOLD
147	CVXCHEVRON CORP NEW	768	$158,821	0.1%	ADD 41%
148	PRUPRUDENTIAL FINL INC	1,605	$156,744	0.1%	HOLD
149	KOCOCA COLA CO	2,008	$153,763	0.1%	ADD 3%
150	VZVERIZON COMMUNICATIONS INC	3,060	$153,630	0.1%	ADD 87%
151	PEGPUBLIC SVC ENTERPRISE GROUP	1,891	$153,094	0.1%	ADD 7%
152	WDCWESTERN DIGITAL CORP	566	$153,087	0.1%	ADD 125%
153	LYBLYONDELLBASELL INDUSTRIES N	1,891	$152,326	0.1%	HOLD
154	LOWLOWES COS INC	636	$150,391	0.1%	HOLD
155	CIBGRUPO CIBEST SA	2,010	$148,809	0.1%	HOLD
156	SCHDSCHWAB STRATEGIC TR	4,839	$148,462	0.1%	HOLD
157	BGBUNGE GLOBAL SA	1,155	$146,948	0.1%	HOLD
158	TSLATESLA INC	393	$146,255	0.1%	HOLD
159	ADPAUTOMATIC DATA PROCESSING IN	699	$143,236	0.1%	TRIM −49%
160	PBRPETROLEO BRASILEIRO S A	6,895	$143,070	0.1%	HOLD
161	HDVISHARES TR	1,043	$141,498	0.1%	HOLD
162	AMTAMERICAN TOWER CORP	819	$141,387	0.1%	TRIM −4%
163	JCIJOHNSON CONTROLS INTERNATION	1,075	$141,229	0.1%	HOLD
164	EQIXEQUINIX INC	144	$141,155	0.1%	ADD 324%
165	FTNTFORTINET INC	1,720	$140,543	0.1%	TRIM −40%
166	INSWINTERNATIONAL SEAWAYS INC	1,919	$139,886	0.1%	HOLD
167	GEVGE VERNOVA INC	157	$137,177	0.1%	ADD 202%
168	CRMSALESFORCE INC	729	$136,000	0.1%	TRIM −19%
169	EAELECTRONIC ARTS INC	666	$135,865	0.1%	ADD 2%
170	YUMYUM BRANDS INC	868	$134,957	0.1%	HOLD
171	EEMISHARES TR	2,375	$134,887	0.1%	HOLD
172	RRCRANGE RES CORP	2,975	$134,428	0.1%	HOLD
173	GILDGILEAD SCIENCES INC	963	$134,184	0.1%	TRIM −33%
174	ETHOAMPLIFY ETF TR	2,027	$133,939	0.1%	NEW
175	SOSOUTHERN CO	1,382	$133,403	0.1%	HOLD
176	CBRECBRE GROUP INC	963	$130,448	0.1%	TRIM −5%
177	USHYISHARES TR	3,528	$129,954	0.1%	ADD 50%
178	CXCEMEX SAB DE CV	11,013	$125,989	0.1%	HOLD
179	ABTABBOTT LABS	1,219	$125,161	0.1%	TRIM −34%
180	XELXCEL ENERGY INC	1,562	$124,946	0.1%	HOLD
181	RRYDER SYS INC	595	$121,876	0.1%	ADD 3%
182	CASYCASEYS GEN STORES INC	167	$121,657	0.1%	ADD 6%
183	IYFISHARES TR	1,014	$119,261	0.1%	HOLD
184	ABBVABBVIE INC	543	$118,179	0.1%	TRIM −63%
185	DIASPDR DOW JONES INDL AVERAGE	254	$118,021	0.1%	HOLD
186	ELVELEVANCE HEALTH INC FORMERLY	401	$117,416	0.1%	TRIM −8%
187	BGRNISHARES TR	2,443	$115,960	0.1%	TRIM −70%
188	GLWCORNING INC	843	$114,612	0.0%	TRIM −8%
189	CDNSCADENCE DESIGN SYSTEM INC	408	$113,276	0.0%	ADD 8%
190	MDLZMONDELEZ INTL INC	1,948	$113,269	0.0%	ADD 23%
191	SPGIS&P GLOBAL INC	261	$111,124	0.0%	TRIM −34%
192	BLKBLACKROCK INC	113	$108,853	0.0%	TRIM −35%
193	NOBLPROSHARES TR	1,020	$108,127	0.0%	TRIM −35%
194	ORCLORACLE CORP	732	$107,677	0.0%	TRIM −6%
195	ADBEADOBE INC	443	$107,673	0.0%	HOLD
196	IYHISHARES TR	1,727	$106,482	0.0%	TRIM −26%
197	UNMUNUM GROUP	1,414	$103,286	0.0%	ADD 3%
198	EXCEXELON CORP	2,091	$102,504	0.0%	ADD 12%
199	XLKSELECT SECTOR SPDR TR	769	$102,197	0.0%	HOLD
200	ZSZSCALER INC	719	$100,869	0.0%	TRIM −54%

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

SGOVISHARES TR

154K

175K

247K

92K

251K

239K

$24M

GOVTISHARES TR

113K

120K

123K

265K

277K

377K

$9M

VOOVANGUARD INDEX FDS

15K

14K

$8M

NVDANVIDIA CORPORATION

24K

25K

24K

32K

42K

43K

$8M

AAPLAPPLE INC

19K

20K

21K

31K

29K

$7M

NUBDNUSHARES ETF TR

302K

305K

308K

311K

315K

317K

$7M

IEFAISHARES TR

99K

59K

31K

52K

61K

65K

$6M

AMZNAMAZON COM INC

28K

31K

29K

28K

$6M

AGGISHARES TR

100K

19K

27K

37K

50K

$5M

VSGXVANGUARD WORLD FD

59K

127K

128K

86K

83K

64K

$5M

GLDSPDR GOLD TR

10K

11K

10K

$4M

CMFISHARES TR

64K

65K

69K

$4M

WOMNTIDAL TRUST III

86K

87K

$3M

IVVISHARES TR

16K

$3M

CHGXEA SERIES TRUST

—

130K

121K

109K

112K

$3M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Westfuller Advisors, LLC