Titelia

Holdings of Westfuller Advisors, LLC

671 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 43.4 % of the equity sleeve

Sector breakdown

  • Funds 25.5 %
  • Technology 14.7 %
  • Financials 6.0 %
  • Communication 4.8 %
  • Consumer discretionary 4.5 %
  • Health care 3.7 %
  • Industrials 2.1 %
  • Consumer staples 1.3 %
  • Utilities 0.8 %
  • Real estate 0.5 %
  • Materials 0.4 %
  • Energy 0.2 %
  • Unattributed 35.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.3 %
  • TW 0.3 %
  • BR 0.1 %
  • ES 0.1 %
  • MX 0.1 %
  • GB 0.1 %
  • FI 0.0 %
  • KY 0.0 %
  • NL 0.0 %
  • JP 0.0 %
  • CN 0.0 %
  • DK 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US647184.6M $99.26 %
2TW2498.1K $0.27 %
3BR2217.7K $0.12 %
4ES1180.2K $0.10 %
5MX2142.3K $0.08 %
6GB7100.8K $0.05 %
7FI191K $0.05 %
8KY272.4K $0.04 %
9NL343.6K $0.02 %
10JP110.1K $0.01 %
11CN19.3K $0.00 %
12DK15.6K $0.00 %

Positions

RankCompanySharesValueWeight
1iShares Trust 239,06324.1M $
2iShares Trust 377,4148.6M $
3Vanguard S&P 500 ETF 14,0578.4M $
4NVIDIA Corp 43,4837.6M $
5Apple Inc 29,3137.4M $
6iShares Core MSCI EAFE ETF 64,9485.9M $
7Amazon.com Inc 27,6855.8M $
8iShares Core U.S. Aggregate Bond ETF 49,9045M $
9SPDR Gold Shares 9,4904.1M $
10iShares California Muni Bond ETF 69,0643.9M $
11iShares Core S&P 500 ETF 4,9913.3M $
12Alphabet Inc 10,2572.9M $
13Berkshire Hathaway Inc 6,0512.9M $
14Vanguard Bond Index Funds 36,0162.8M $
15Invesco QQQ Trust Series 1 4,8162.8M $
16Vanguard Short-term Bond Etf 35,4112.8M $
17Alphabet Inc 9,2862.7M $
18Broadcom Inc 7,6242.4M $
19iShares ESG Aware U.S. Aggregate Bond ETF 48,7252.3M $
20JPMorgan Chase & Co 7,7472.3M $
21iShares Core Dividend Growth ETF 32,0732.3M $
22Microsoft Corp 6,0682.2M $
23Vanguard Total International S 26,4252M $
24Vanguard Total Stock Market ETF 6,2722M $
25Eli Lilly & Co 2,1632M $
26State Street SPDR S&P 500 ETF Trust 3,0072M $
27Johnson & Johnson 7,4341.8M $
28Goldman Sachs Group Inc/The 1,9691.7M $
29Vanguard High Dividend Yield E 11,2421.7M $
30Ishares Gold Trust Micro 35,1651.6M $
31Vanguard Scottsdale Funds 33,5811.6M $
32Lam Research Corp 6,8441.5M $
33Vanguard FTSE All-World ex-US ETF 19,1941.4M $
34Vanguard 0-3 Month Treasury Bi 18,0631.4M $
35Vanguard Extended Market ETF 6,0521.2M $
36Union Pacific Corp 5,0461.2M $
37International Business Machines Corp. 4,6851.1M $
38Vanguard Charlotte Funds 22,5881.1M $
39Costco Wholesale Corp 1,0161M $
40Starbucks Corp 11,2131M $
41Meta Platforms Inc 1,740995.6K $
42PepsiCo Inc 6,168957.8K $
43State Street Spdr Portfolio Intermediate Term Corporate Bond Etf 28,210946.2K $
44American Express Co 3,108940K $
45Walt Disney Co/The 9,287895.1K $
46Vanguard Real Estate ETF 9,582849.9K $
47Palo Alto Networks Inc 4,944792.6K $
48iShares Russell 2000 ETF 3,015747.7K $
49Vanguard Scottsdale Funds 7,019703.1K $
50Bank of New York Mellon Corp/The 5,783686.1K $
51Thermo Fisher Scientific Inc 1,341659.9K $
52iShares Russell 1000 Growth ETF 1,453619.6K $
53State Street SPDR Portfolio Emerging Markets ETF 12,718596.6K $
54Warner Music Group Corp 22,980586.9K $
55Honeywell International Inc 2,536573.2K $
56iShares Trust 6,432557.6K $
57Mastercard Inc 1,090544.7K $
58Consolidated Edison Inc 4,723534.6K $
59SPDR Series Trust 5,700522.3K $
60Vanguard FTSE Developed Markets ETF 7,849503K $
61Taiwan Semiconductor Manufacturing Co Ltd 1,439487.6K $
62iShares Trust 5,646466.2K $
63Vanguard Growth ETF 1,033451.2K $
64Visa Inc 1,492451.1K $
65Vanguard Scottsdale Funds 7,567450.6K $
66iShares TIPS Bond ETF 4,056447.6K $
67Home Depot Inc/The 1,360447.2K $
68Cisco Systems, Inc. 5,758446.8K $
69Comcast Corp 15,191436.1K $
70iShares U.S. Technology ETF 2,330422.7K $
71iShares MSCI EAFE ETF 4,246412.4K $
72Merck & Co Inc 3,061370.7K $
73VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 1,706366.9K $
74iShares MSCI EAFE Growth ETF 3,292366.6K $
75Applied Materials Inc 1,067364.9K $
76Vanguard Financials ETF 2,934354.5K $
77Norfolk Southern Corp 1,227352.2K $
78Vanguard Tax-Exempt Bond Index ETF 6,805339.5K $
79Netflix Inc 3,466333.3K $
80Prologis Inc 2,402317.5K $
81iShares Preferred and Income S 10,199309.2K $
82Tutor Perini Corp 3,834295.9K $
83PayPal Holdings Inc 6,385288.8K $
84AT&T Inc 9,459274.2K $
85Hecla Mining Co 14,685273.6K $
86Intuitive Surgical Inc 587270.6K $
87Vanguard International Equity Index Funds 4,981269.2K $
88RTX Corp 1,377265.6K $
89Select Sector Spdr Trust 1,642265.6K $
90Stryker Corp 799263.3K $
91ISHARES TRUST 3,230258.5K $
92iShares Trust 5,905258.1K $
93Vanguard Bond Index Funds 3,701254.6K $
94Vanguard Information Technology ETF 360251.3K $
95Intuit Inc 581251K $
96Newmont Corp 2,211239.3K $
97iShares Silver Trust 3,510239.2K $
98Vanguard Intermediate-Term Tax-Exempt Bond ETF 2,238223.6K $
99Vanguard World Fund 814221.6K $
100Welltower Inc 1,071211.7K $