Westfuller Advisors, LLC
Annual return '25
+14.2%
SPY '25
+17.7%
Alpha
-3.5ptsvs SPY
Invested
$231.7M
Holdings
755
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SGOV
ISHARES TR
Q4 2025: Exited (was 92.3k shares)
10.4%
02
$GOVT
ISHARES TR
Q4 2025: Exited (was 265.3k shares)
3.7%
03
$VOO
VANGUARD INDEX FDS
Q4 2025: Sold 96.0% (13.7k → 556 shares)
3.6%
04
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 1.9% (46.9k → 46.0k shares)
3.3%
05
$AAPL
APPLE INC
Q1 2026: Sold 1.0% (34.7k → 34.3k shares)
3.2%
06
$NUBD
NUSHARES ETF TR
Q4 2025: Exited (was 310.9k shares)
3.0%
07
$IEFA
ISHARES TR
Q4 2025: Exited (was 51.5k shares)
2.5%
08
$AMZN
AMAZON COM INC
Q1 2026: Increased +0.9% (19.4k → 19.5k shares)
2.5%
09
$AGG
ISHARES TR
Q4 2025: Exited (was 27.1k shares)
2.1%
10
$VSGX
VANGUARD WORLD FD
Q4 2025: Exited (was 86.5k shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:00 UTC.