Long-term investor
Westfuller Advisors, LLC @westfulleradvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002024115).
Record
- Tracked since 2025-06-30 (434 days), 171 trades recorded
- Returns: week n/a · month n/a · 90 days +8.6% · 6 months +8.2% · 1 year +13.5% · all +13.5%
- Max drawdown -2.7% · Sharpe 0.83 · win rate 23% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY · 4.4% · long · since 2025-06-30
- GOVT · 3.6% · long · since 2025-06-30
- AAPL · 3.6% · long · since 2025-06-30
- VOO · 3.4% · long · since 2025-06-30
- NVDA · 3.2% · long · since 2025-06-30
- VONG · 2.8% · long · since 2025-09-30
- NUBD · 2.5% · long · since 2025-06-30
- AMZN · 2.5% · long · since 2025-06-30
- VSGX · 2.4% · long · since 2025-06-30
- IEFA · 2.3% · long · since 2025-06-30
- AGG · 2.3% · long · since 2025-06-30
- ESGV · 2.0% · long · since 2025-06-30