Westfuller Advisors, LLC

New York, NY · CIK 2024115 · 13F filing filed 2026-07-29

SEC-registered investment adviser since 2017 · limited liability company

Assets managed$3.4bn
Staff23 · 14 in investment roles
Main clients (by assets)Charities 89%, High net worth individuals 7%, Private funds 4%
Websitewestfulleradvisors.com
Form ADV · 2026-03-31SEC adviser record

Kindinstitutions
Others nearbyNew York, NY, San Francisco, CA

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
New York, NY (main office)United States	United States	about 13
San Francisco, CAUnited States	United States	1

US visa salary filings

Filings FY20251
Median salary offered$116,000
Middle half$116,000 – $116,000
Job titles1

Job title	Filings	Median	Range
Analyst, Investments And Manager ResearchNew York, NY	1	$116,000	$116,000 – $126,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Westfuller Advisors, LLC.

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$274.7m reported value +18.6% vs Q1 2026

765positions

30.8%in top 10

61 new 260 added 209 reduced 52 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	16,094	$12.0m4.39%	4.39%	Added +13.1k	+13,087 435.2%
2	ISHARES TR US TREAS BD ETF GOVT	GOVT	439,520	$10.0m3.64%	3.64%	Added +62.1k	+62,106 16.5%
3	APPLE INC COM AAPL	AAPL	33,909	$9.8m3.57%	3.57%	Added +4.6k	+4,596 15.7%
4	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	13,758	$9.4m3.44%	3.44%	Reduced -299	-299 -2.1%
5	NVIDIA CORPORATION COM NVDA	NVDA	43,871	$8.8m3.20%	3.20%	Added +388	+388 0.9%
6	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	60,500	$7.7m2.81%	2.81%	Added +60.5k	+60,480 302400.0%
7	NUSHARES ETF TR NUVEEN ESG US NUBD	NUBD	313,124	$6.9m2.52%	2.52%	Reduced -3.9k	-3,909 -1.2%
8	AMAZON COM INC COM AMZN	AMZN	28,647	$6.8m2.49%	2.49%	Added +962	+962 3.5%
9	VANGUARD WORLD FD ESG INTL STK ETF VSGX	VSGX	80,589	$6.6m2.42%	2.42%	Added +16.1k	+16,131 25.0%
10	ISHARES TR CORE MSCI EAFE IEFA	IEFA	66,104	$6.4m2.32%	2.32%	Added +1.2k	+1,156 1.8%
11	ISHARES TR CORE US AGGBD ET AGG	AGG	62,578	$6.2m2.25%	2.25%	Added +12.7k	+12,674 25.4%
12	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	42,011	$5.6m2.02%	2.02%	Added +16.2k	+16,151 62.5%
13	MORGAN STANLEY ETF TRUST CALVERT US LARCP CVLC	CVLC	50,220	$4.7m1.73%	1.73%	Added +42.8k	+42,770 574.1%
14	ALPHABET INC CAP STK CL C GOOG	GOOG	13,355	$4.7m1.72%	1.72%	Added +4.1k	+4,069 43.8%
15	ALPHABET INC CAP STK CL A GOOGL	GOOGL	12,205	$4.4m1.59%	1.59%	Added +1.9k	+1,948 19.0%
16	ISHARES TR ESG AWR US AGRGT EAGG	EAGG	91,000	$4.3m1.57%	1.57%	Added +42.3k	+42,275 86.8%
17	ISHARES TR CALIF MUN BD ETF CMF	CMF	69,572	$4.0m1.46%	1.46%	Added +508	+508 0.7%
18	ISHARES TR CORE S&P500 ETF IVV	IVV	5,103	$3.8m1.39%	1.39%	Added +112	+112 2.2%
19	TIDAL TRUST III IMPACT SHARES WO WOMN	WOMN	85,395	$3.6m1.32%	1.32%	Reduced -1.5k	-1,480 -1.7%
20	ISHARES TR EAFE GRWTH ETF EFG	EFG	28,159	$3.5m1.28%	1.28%	Added +24.9k	+24,867 755.4%
21	EA SERIES TRUST STANCE SUSTAINAB CHGX	CHGX	104,651	$3.5m1.27%	1.27%	Reduced -7.1k	-7,096 -6.3%
22	SPDR GOLD TR GOLD SHS GLD	GLD	9,354	$3.4m1.25%	1.25%	Reduced -136	-136 -1.4%
23	MICROSOFT CORP COM MSFT	MSFT	9,159	$3.4m1.24%	1.24%	Added +3.1k	+3,091 50.9%
24	TIDAL ETF TR ADASINA SOCIAL JSTC	JSTC	148,136	$3.4m1.23%	1.23%	Added +9.1k	+9,069 6.5%
25	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	4,590	$3.4m1.23%	1.23%	Reduced -226	-226 -4.7%
26	JPMORGAN CHASE & CO COM JPM	JPM	10,306	$3.4m1.23%	1.23%	Added +2.6k	+2,559 33.0%
27	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	6,385	$3.2m1.16%	1.16%	Added +334	+334 5.5%
28	BROADCOM INC COM AVGO	AVGO	7,743	$2.9m1.06%	1.06%	Added +119	+119 1.6%
29	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	36,374	$2.8m1.03%	1.03%	Added +963	+963 2.7%
30	LAM RESEARCH CORP COM NEW LRCX	LRCX	6,468	$2.8m1.02%	1.02%	Reduced -376	-376 -5.5%
31	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	35,449	$2.7m0.99%	0.99%	Reduced -567	-567 -1.6%
32	ISHARES TR ESG EAFE ETF DMXF	DMXF	32,125	$2.7m0.99%	0.99%	Reduced -254	-254 -0.8%
33	JOHNSON & JOHNSON COM JNJ	JNJ	10,413	$2.6m0.96%	0.96%	Added +3.0k	+2,979 40.1%
34	NUSHARES ETF TR NUVEEN ESG SMLCP NUSC	NUSC	50,276	$2.6m0.95%	0.95%	Added +13.6k	+13,595 37.1%
35	ELI LILLY & CO COM LLY	LLY	2,096	$2.5m0.92%	0.92%	Reduced -67	-67 -3.1%
36	ISHARES TR CORE DIV GRWTH DGRO	DGRO	32,935	$2.5m0.91%	0.91%	Added +862	+862 2.7%
37	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	6,290	$2.3m0.85%	0.85%	Added +18	+18 0.3%
38	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	26,542	$2.3m0.83%	0.83%	Added +117	+117 0.4%
39	ISHARES TR ENVIR AWR RL EST ERET	ERET	70,937	$2.1m0.75%	0.75%	Added +17.2k	+17,156 31.9%
40	GOLDMAN SACHS GROUP INC COM GS	GS	1,971	$2.0m0.73%	0.73%	Added +2	+2 0.1%
41	ISHARES TR INTL DIV GRWTH IGRO	IGRO	20,921	$1.8m0.67%	0.67%	Added +278	+278 1.4%
42	ISHARES GOLD TR SHARES REPRESENT IAUM	IAUM	44,826	$1.8m0.65%	0.65%	Added +9.7k	+9,661 27.5%
43	PALO ALTO NETWORKS INC COM PANW	PANW	5,158	$1.8m0.64%	0.64%	Added +214	+214 4.3%
44	ISHARES TR NEW YORK MUN ETF NYF	NYF	32,358	$1.7m0.63%	0.63%	Reduced -5.3k	-5,333 -14.2%
45	TIDAL TRUST III NAACP MINO ETF NACP	NACP	27,676	$1.7m0.61%	0.61%	Added +1.5k	+1,526 5.8%
46	J P MORGAN EXCHANGE TRADED F US QUALTY FCTR JQUA	JQUA	22,967	$1.7m0.60%	0.60%	Added +61	+61 0.3%
47	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	19,090	$1.6m0.58%	0.58%	Reduced -104	-104 -0.5%
48	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	33,553	$1.6m0.57%	0.57%	Reduced -28	-28 -0.1%
49	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	9,594	$1.5m0.55%	0.55%	Reduced -1.6k	-1,648 -14.7%
50	UNION PAC CORP COM UNP	UNP	5,514	$1.5m0.55%	0.55%	Added +468	+468 9.3%
51	INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY XMHQ	XMHQ	12,729	$1.4m0.52%	0.52%	Reduced -2.1k	-2,073 -14.0%
52	NUSHARES ETF TR NUVEEN ESG EMRGN NUEM	NUEM	31,661	$1.3m0.49%	0.49%	Reduced -157	-157 -0.5%
53	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	5,444	$1.3m0.49%	0.49%	Reduced -608	-608 -10.1%
54	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	4,702	$1.3m0.48%	0.48%	Added +17	+17 0.4%
55	COSTCO WHSL CORP NEW COM COST	COST	1,292	$1.2m0.44%	0.44%	Added +276	+276 27.2%
56	STARBUCKS CORP COM SBUX	SBUX	11,787	$1.2m0.44%	0.44%	Added +574	+574 5.1%
57	ISHARES TR RUSSELL 2000 ETF IWM	IWM	3,952	$1.2m0.43%	0.43%	Added +937	+937 31.1%
58	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	22,744	$1.1m0.40%	0.40%	Added +156	+156 0.7%
59	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	15,408	$1.1m0.40%	0.40%	Added +7.6k	+7,559 96.3%
60	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,800	$1.0m0.38%	0.38%	Added +1.3k	+1,326 279.8%
61	AMERICAN EXPRESS CO COM AXP	AXP	3,069	$1.0m0.38%	0.38%	Reduced -39	-39 -1.2%
62	META PLATFORMS INC CL A META	META	1,755	$988.4k0.36%	0.36%	Added +15	+15 0.9%
63	DISNEY WALT CO COM DIS	DIS	9,754	$946.2k0.34%	0.34%	Added +467	+467 5.0%
64	PEPSICO INC COM PEP	PEP	6,654	$900.9k0.33%	0.33%	Added +486	+486 7.9%
65	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	9,339	$900.6k0.33%	0.33%	Reduced -243	-243 -2.5%
66	SPDR SER TR PORTFOLIO INTRMD SPIB	SPIB	26,782	$896.1k0.33%	0.33%	Reduced -1.4k	-1,428 -5.1%
67	VANGUARD SCOTTSDALE FDS VNG RUS2000IDX VTWO	VTWO	7,119	$864.4k0.31%	0.31%	Added +100	+100 1.4%
68	NUSHARES ETF TR NUVEEN ESG LRGCP NULG	NULG	7,019	$821.6k0.30%	0.30%	Unchanged
69	BANK NEW YORK MELLON CORP COM BNY	BNY	5,350	$773.7k0.28%	0.28%	Reduced -433	-433 -7.5%
70	ISHARES TR ESG AWRE 1 5 YR SUSB	SUSB	29,839	$745.7k0.27%	0.27%	Reduced -7.4k	-7,360 -19.8%
71	VISA INC COM CL A V	V	2,172	$745.1k0.27%	0.27%	Added +680	+680 45.6%
72	ISHARES TR RUS 1000 GRW ETF IWF	IWF	5,818	$722.4k0.26%	0.26%	Added +6	+6 0.1%
73	CISCO SYS INC COM CSCO	CSCO	6,106	$717.3k0.26%	0.26%	Added +348	+348 6.0%
74	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,451	$694.1k0.25%	0.25%	Added +12	+12 0.8%
75	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	1,374	$689.6k0.25%	0.25%	Added +33	+33 2.5%
76	APPLIED MATLS INC COM AMAT	AMAT	950	$686.8k0.25%	0.25%	Reduced -117	-117 -11.0%
77	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	13,208	$683.9k0.25%	0.25%	Added +490	+490 3.9%
78	MICRON TECHNOLOGY INC COM MU	MU	540	$623.9k0.23%	0.23%	Reduced -4	-4 -0.7%
79	WARNER MUSIC GROUP CORP COM CL A WMG	WMG	22,980	$622.1k0.23%	0.23%	Unchanged
80	PROSHARES TR S&P MDCP 400 DIV REGL	REGL	6,484	$593.7k0.22%	0.22%	Added +33	+33 0.5%
81	ISHARES TR U.S. TECH ETF IYW	IYW	2,330	$587.8k0.21%	0.21%	Unchanged
82	ISHARES TR 20 YR TR BD ETF TLT	TLT	6,761	$584.2k0.21%	0.21%	Added +329	+329 5.1%
83	MASTERCARD INCORPORATED CL A MA	MA	1,131	$581.0k0.21%	0.21%	Added +41	+41 3.8%
84	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	6,203	$534.3k0.19%	0.19%	Added +5	+5 0.1%
85	CONSOLIDATED EDISON INC COM ED	ED	4,829	$534.3k0.19%	0.19%	Added +106	+106 2.2%
86	NXP SEMICONDUCTORS N V COM NXPI	NXPI	1,816	$512.2k0.19%	0.19%	Unchanged
87	INTEL CORP COM INTC	INTC	3,576	$499.4k0.18%	0.18%	Reduced -529	-529 -12.9%
88	HOME DEPOT INC COM HD	HD	1,370	$483.2k0.18%	0.18%	Added +10	+10 0.7%
89	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	8,051	$480.6k0.17%	0.17%	Added +3.1k	+3,070 61.6%
90	ISHARES TR MSCI EAFE ETF EFA	EFA	4,362	$453.2k0.16%	0.16%	Added +116	+116 2.7%
91	ABBVIE INC COM ABBV	ABBV	1,648	$414.8k0.15%	0.15%	Added +1.1k	+1,105 203.5%
92	WALMART INC COM WMT	WMT	3,554	$402.5k0.15%	0.15%	Added +3.4k	+3,414 2438.6%
93	MERCK & CO INC COM MRK	MRK	3,016	$390.1k0.14%	0.14%	Reduced -45	-45 -1.5%
94	NORFOLK SOUTHN CORP COM NSC	NSC	1,204	$378.7k0.14%	0.14%	Reduced -23	-23 -1.9%
95	BROOKFIELD CORP CL A LTD VT SH BN	BN	8,649	$368.3k0.13%	0.13%	Added +8	+8 0.1%
96	COMCAST CORP NEW CL A CMCSA	CMCSA	14,937	$366.7k0.13%	0.13%	Reduced -254	-254 -1.7%
97	COCA COLA CO COM KO	KO	4,482	$366.6k0.13%	0.13%	Added +2.5k	+2,474 123.2%
98	JABIL INC COM JBL	JBL	942	$363.1k0.13%	0.13%	New
99	EATON CORP PLC SHS ETN	ETN	841	$358.5k0.13%	0.13%	Reduced -2	-2 -0.2%
100	CHUBB LIMITED COM CB	CB	1,049	$358.1k0.13%	0.13%	Reduced -12	-12 -1.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR SGOV	SGOV	239,063	$24.1m239.1k shares
VANGUARD INSTL INDEX FD VBIL	VBIL	18,063	$1.4m18.1k shares
HONEYWELL INTL INC		1,268	$573.2k1.3k shares
VANGUARD INDEX FDS VBK	VBK	577	$174.4k577 shares
HUBSPOT INC HUBS	HUBS	347	$84.7k347 shares
PALANTIR TECHNOLOGIES INC PLTR	PLTR	476	$69.6k476 shares
NEXTRACKER INC NXT	NXT	550	$66.3k550 shares
DUPONT DE NEMOURS INC DWDP	DWDP	275	$37.8k275 shares
VANGUARD WORLD FD VCR	VCR	65	$23.5k65 shares
VANGUARD WORLD FD VIS	VIS	66	$20.6k66 shares
APPLOVIN CORP APP	APP	37	$14.7k37 shares
ISHARES TR ICLN	ICLN	797	$14.6k797 shares
VANGUARD WORLD FD VDE	VDE	47	$8.1k47 shares
AUTOZONE INC AZO	AZO	2	$6.8k2 shares
NVR INC NVR	NVR	1	$6.6k1 shares
PHILLIPS 66 PSX	PSX	35	$6.4k35 shares
GODADDY INC GDDY	GDDY	63	$5.2k63 shares
FISERV INC FISV	FISV	92	$5.1k92 shares
CACI INTL INC CACI	CACI	9	$4.9k9 shares
PTC INC PTC	PTC	29	$4.1k29 shares
OTIS WORLDWIDE CORP OTIS	OTIS	47	$3.6k47 shares
AMERICAN BATTERY TECHNOLOGY ABAT	ABAT	1,178	$3.3k1.2k shares
MIDDLEBY CORP MIDD	MIDD	24	$3.2k24 shares
VANGUARD WORLD FD VAW	VAW	14	$3.1k14 shares
GARTNER INC IT	IT	19	$3.0k19 shares