Chief Compliance Officer

0001085146-25-002330.txt : 20250425 0001085146-25-002330.hdr.sgml : 20250425 20250424185355 ACCESSION NUMBER: 0001085146-25-002330 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250331 FILED AS OF DATE: 20250425 DATE AS OF CHANGE: 20250424 EFFECTIVENESS DATE: 20250425 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Westfuller Advisors, LLC CENTRAL INDEX KEY: 0002024115 ORGANIZATION NAME: EIN: 273604985 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24427 FILM NUMBER: 25869302 BUSINESS ADDRESS: STREET 1: 1185 AVENUE OF THE AMERICAS STREET 2: 3RD FLOOR CITY: NEW YORK STATE: NY ZIP: 10036 BUSINESS PHONE: 212-542-5851 MAIL ADDRESS: STREET 1: 1185 AVENUE OF THE AMERICAS STREET 2: 3RD FLOOR CITY: NEW YORK STATE: NY ZIP: 10036 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002024115 XXXXXXXX 03-31-2025 03-31-2025 false Westfuller Advisors, LLC

1185 AVENUE OF THE AMERICAS 3RD FLOOR NEW YORK NY 10036

13F HOLDINGS REPORT 028-24427 000155054 801-111864 N Michael Dziura Chief Compliance Officer 610-764-6960 /s/Michael Dziura Bala Cynwyd PA 04-24-2025 0 98 149765937 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 202501 649 SH SOLE 0 0 649 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 890798 5760 SH SOLE 0 0 5760 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 672274 4303 SH SOLE 0 0 4303 AMAZON COM INC COM 023135106 BBG001S5PQL7 936269 4921 SH SOLE 0 0 4921 APPLE INC COM 037833100 BBG001S5N8V8 4400478 19810 SH SOLE 0 0 19810 AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 231350 756 SH SOLE 0 0 756 CEMEX SAB DE CV SPON ADR NEW 151290889 BBG001SD8F15 61581 10977 SH SOLE 0 0 10977 CISCO SYS INC COM 17275R102 BBG001S6HC62 227252 3683 SH SOLE 0 0 3683 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 387092 409 SH SOLE 0 0 409 DUOLINGO INC CL A COM 26603R106 BBG003D4V960 217378 700 SH SOLE 0 0 700 ECOLAB INC COM 278865100 BBG001S5QRB5 259359 1022 SH SOLE 0 0 1022 ELI LILLY & CO COM 532457108 BBG001S5STL8 261612 317 SH SOLE 0 0 317 FORTINET INC COM 34959E109 BBG001S77BL6 267122 2775 SH SOLE 0 0 2775 HECLA MNG CO COM 422704106 BBG001S5RXF7 81563 14670 SH SOLE 0 0 14670 INTUIT COM 461202103 BBG001S6TWR2 204567 333 SH SOLE 0 0 333 INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY 46137V472 BBG001SS30K9 1357983 14836 SH SOLE 0 0 14836 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 2504344 5333 SH SOLE 0 0 5333 INVESTMENT MANAGERS SER TR I AXS CHANGE FINAN 46144X107 BBG0166P2CZ6 3078090 83583 SH SOLE 0 0 83583 ISHARES GOLD TR SHARES REPRESENT 46436F103 BBG011K3SP01 804642 25815 SH SOLE 0 0 25815 ISHARES TR 0-3 MNTH TREASRY 46436E718 BBG00TZR7YF0 17592893 174758 SH SOLE 0 0 174758 ISHARES TR 1 3 YR TREAS BD 464287457 BBG001SKXPR1 486380 5879 SH SOLE 0 0 5879 ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 591246 6495 SH SOLE 0 0 6495 ISHARES TR 3 7 YR TREAS BD 464288661 BBG001SSD812 264913 2242 SH SOLE 0 0 2242 ISHARES TR 7-10 YR TRSY BD 464287440 BBG001S80936 377531 3959 SH SOLE 0 0 3959 ISHARES TR CALIF MUN BD ETF 464288356 BBG001T03XM5 3627429 64453 SH SOLE 0 0 64453 ISHARES TR CORE DIV GRWTH 46434V621 BBG006MJFZK4 2048070 33151 SH SOLE 0 0 33151 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 4440200 58694 SH SOLE 0 0 58694 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 1499567 2669 SH SOLE 0 0 2669 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 1904187 19250 SH SOLE 0 0 19250 ISHARES TR CUR HD EURZN ETF 46434V639 BBG006S5D517 288402 7401 SH SOLE 0 0 7401 ISHARES TR EAFE GRWTH ETF 464288885 BBG001SP62C7 329200 3292 SH SOLE 0 0 3292 ISHARES TR ESG AWARE MSCI 46435U663 BBG00KK87757 1697991 44207 SH SOLE 0 0 44207 ISHARES TR ESG AWR US AGRGT 46435U549 BBG00MC0P0K7 8192699 172551 SH SOLE 0 0 172551 ISHARES TR ESG AWRE 1 5 YR 46435G243 BBG00H4BFM35 703419 28148 SH SOLE 0 0 28148 ISHARES TR ESG EAFE ETF 46436E759 BBG00VHK1HS9 2077094 30845 SH SOLE 0 0 30845 ISHARES TR EXPANDED TECH 464287515 BBG001S7W2J1 387549 4355 SH SOLE 0 0 4355 ISHARES TR INTL DIV GRWTH 46435G524 BBG00CX80QM7 1652651 22814 SH SOLE 0 0 22814 ISHARES TR NEW YORK MUN ETF 464288323 BBG001T03XV5 718729 13651 SH SOLE 0 0 13651 ISHARES TR PFD AND INCM SEC 464288687 BBG001SNVWC8 381562 12417 SH SOLE 0 0 12417 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 595084 2983 SH SOLE 0 0 2983 ISHARES TR SHORT TREAS BD 464288679 BBG001SSD803 967077 8755 SH SOLE 0 0 8755 ISHARES TR TIPS BD ETF 464287176 BBG001SD9RM5 767557 6909 SH SOLE 0 0 6909 ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 326695 2326 SH SOLE 0 0 2326 ISHARES TR US TREAS BD ETF 46429B267 BBG002NCKPP8 2766784 120373 SH SOLE 0 0 120373 ISHARES TR USD GRN BOND ETF 46435U440 BBG00MK1NQ85 382958 8086 SH SOLE 0 0 8086 J P MORGAN EXCHANGE TRADED F US QUALTY FCTR 46641Q761 BBG00J5DPW97 1634765 28949 SH SOLE 0 0 28949 JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 1093961 4460 SH SOLE 0 0 4460 LAM RESEARCH CORP COM NEW 512807306 BBG001S5SW40 664678 9114 SH SOLE 0 0 9114 MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 208456 107 SH SOLE 0 0 107 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 260480 452 SH SOLE 0 0 452 MICROSOFT CORP COM 594918104 BBG001S5TD05 1305198 3477 SH SOLE 0 0 3477 NOKIA CORP SPONSORED ADR 654902204 BBG001SCPCG9 58902 11177 SH SOLE 0 0 11177 NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 250290 1057 SH SOLE 0 0 1057 NUSHARES ETF TR NUVEEN ESG EMRGN 67092P888 BBG00GVX41Y3 865590 29593 SH SOLE 0 0 29593 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 BBG00FJ5GY57 549011 7013 SH SOLE 0 0 7013 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 BBG00FJ5HWZ7 1343758 35048 SH SOLE 0 0 35048 NUSHARES ETF TR NUVEEN ESG US 67092P870 BBG00HTVKZ20 6763236 304856 SH SOLE 0 0 304856 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 2684928 24771 SH SOLE 0 0 24771 PROSHARES TR S&P MDCP 400 DIV 74347B680 BBG0081VJCK3 508408 6264 SH SOLE 0 0 6264 SALESFORCE INC COM 79466L302 BBG001SDLP09 276488 1030 SH SOLE 0 0 1030 SAN JUAN BASIN RTY TR UNIT BEN INT 798241105 BBG001S5W3M9 63208 11430 SH SOLE 0 0 11430 SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 293149 2237 SH SOLE 0 0 2237 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 2564209 8899 SH SOLE 0 0 8899 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 1288700 2297 SH SOLE 0 0 2297 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 665119 7251 SH SOLE 0 0 7251 SPDR SER TR PORTFOLIO INTRMD 78464A375 BBG001T2HCY9 969254 29159 SH SOLE 0 0 29159 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 252113 1513 SH SOLE 0 0 1513 TIDAL ETF TR ADASINA SOCIAL 886364876 BBG00YFSZ8G4 1061089 58642 SH SOLE 0 0 58642 TIDAL TRUST III NAACP MINO ETF 45259A209 BBG00LG05HV8 1041816 26150 SH SOLE 0 0 26150 TIDAL TRUST III YWCA WOMENS ETF 45259A100 BBG00LTSNR05 3297971 86138 SH SOLE 0 0 86138 TJX COS INC NEW COM 872540109 BBG001S5WQ93 246256 2022 SH SOLE 0 0 2022 VANGUARD BD INDEX FDS INTERMED TERM 921937819 BBG001ST39R1 3182895 41568 SH SOLE 0 0 41568 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 BBG001ST39S0 349749 4967 SH SOLE 0 0 4967 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 3031556 38727 SH SOLE 0 0 38727 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 BBG004N1LGK2 981711 20109 SH SOLE 0 0 20109 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 BBG001SK3J43 958474 5564 SH SOLE 0 0 5564 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 442387 1193 SH SOLE 0 0 1193 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 843239 9313 SH SOLE 0 0 9313 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 7851917 15279 SH SOLE 0 0 15279 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 1709226 6219 SH SOLE 0 0 6219 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 776846 12807 SH SOLE 0 0 12807 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 211779 4679 SH SOLE 0 0 4679 VANGUARD MUN BD FDS INTERMEDIATE TRM 922907738 BBG01L82CC36 214477 2170 SH SOLE 0 0 2170 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 BBG009THVRX1 356145 7177 SH SOLE 0 0 7177 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 BBG001T62M92 486351 8188 SH SOLE 0 0 8188 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 BBG001T62MF5 2128590 45964 SH SOLE 0 0 45964 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 BBG001TCH7W0 425284 5273 SH SOLE 0 0 5273 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 398858 2056 SH SOLE 0 0 2056 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 1550639 24970 SH SOLE 0 0 24970 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 331976 6531 SH SOLE 0 0 6531 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 1626185 12610 SH SOLE 0 0 12610 VANGUARD WORLD FD ESG INTL STK ETF 921910725 BBG00M0P2VR5 7494888 127075 SH SOLE 0 0 127075 VANGUARD WORLD FD ESG US STK ETF 921910733 BBG00M0P2SP4 9739565 99434 SH SOLE 0 0 99434 VANGUARD WORLD FD FINANCIALS ETF 92204A405 BBG001SHTTM0 405999 3398 SH SOLE 0 0 3398 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 BBG001SHVR32 276873 1046 SH SOLE 0 0 1046 VANGUARD WORLD FD INF TECH ETF 92204A702 BBG001SHTTR5 204598 377 SH SOLE 0 0 377 VISA INC COM CL A 92826C839 BBG001SRCFY3 740151 2112 SH SOLE 0 0 2112 WARNER MUSIC GROUP CORP COM CL A 934550203 BBG00RP2T9V3 720424 22980 SH SOLE 0 0 22980