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Michael Dziura

Westfuller Advisors, Llc

Assets Managed
$231.696M
Holdings
756
Last Quarter
2026 - Q1
Filed Date
14d ago
Growth Rate
-6.29%(2Q avg: 3.07%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Westfuller Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 756 positions.

Assets under management

The assets under management (AUM) of Westfuller Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 231.696M in assets, with a quarterly growth rate of -6.29% and a 2-quarter average growth rate of 3.07%. The portfolio is managed by Michael Dziura, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Decreased -4.62%
10.39%
$24.064M
239,063 shares@ $100.66 avg price
GOVT
Ishares Us Treasury Bond Etf
Recent Activity
Increased 36.34%
3.74%
$8.647M
377,414 shares@ $22.91 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 0.99%
3.63%
$8.4M
14,057 shares@ $597.57 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 4.49%
3.28%
$7.584M
43,483 shares@ $174.41 avg price
AAPL
Apple Inc
Recent Activity
Decreased -4.08%
3.22%
$7.439M
29,313 shares@ $253.79 avg price
NUBD
Nuveen Esg Us Aggregate Bond
Recent Activity
Increased 0.65%
3.04%
$7.041M
317,033 shares@ $22.22 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 5.9%
2.54%
$5.88M
64,948 shares@ $90.54 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -5.03%
2.49%
$5.766M
27,685 shares@ $208.27 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 36.24%
2.14%
$4.954M
49,904 shares@ $99.28 avg price
VSGX
Vanguard Esg Intl Stock Etf
Recent Activity
Decreased -22.57%
2%
$4.624M
64,458 shares@ $71.74 avg price

1-10 of 756