Westfuller Advisors, LLC
RIA/Wealth
Westfuller Advisors, LLC is a RIA/Wealth based in New York, NY led by Ian Scot Fuller, reporting $2.1B in AUM as of Q3 2025 with 57% ETF concentration.
CEOIan Scot Fuller
- Portfolio Value
- $216.6M
- Positions
- 757
- Top Holding
- SGOV at 4.29%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Westfuller Advisors, LLC's portfolio (31.2% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $9.3M | 4.29% | -$15.6M Sold | — 92.3K shares | |
ETF ETF | $8.4M | 3.89% | -$560.7K Sold | — 13.7K shares | |
Consumer Electronics Technology | $7.8M | 3.61% | +$2.5M Bought | 0.00% 30.7K shares | |
ETF ETF | $7.0M | 3.22% | +$66.3K Bought | — 310.9K shares | |
Specialty Retail Consumer Cyclical | $6.9M | 3.18% | +$714.9K Bought | 0.00% 31.3K shares | |
ETF ETF | $6.1M | 2.83% | +$3.3M Bought | — 265.3K shares | |
ETF ETF | $6.0M | 2.77% | -$2.9M Sold | — 86.5K shares | |
Semiconductors Technology | $6.0M | 2.75% | +$1.5M Bought | 0.00% 32.0K shares | |
ETF ETF | $5.7M | 2.62% | -$3.3M Sold | — 47.9K shares | |
ETF ETF | $4.5M | 2.08% | +$1.8M Bought | — 51.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Westfuller Advisors, LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-62.64% | |
-49.96% | |
-36.99% | |
-32.21% |
Analytics
Portfolio insights and performance metrics for Westfuller Advisors, LLC
GthenA