WestHill Financial Advisors, Inc.
CIK: 0001759641Latest portfolio: $526.4M · Q4 2025
Holdings
81
Total Value
$526.4M
New Positions
5
Closed Positions
2
Top Holdings
View All 81 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 152,088 | $95.4M | 18.12% | -265 | |
| 2 | VONGVANGUARD SCOTTSDALE FDS | 625,669 | $76.2M | 14.47% | -3,922 | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 1,110,703 | $69.4M | 13.18% | +9K | |
| 4 | VONVVANGUARD SCOTTSDALE FDS | 751,666 | $69.4M | 13.18% | +5K | |
| 5 | FBNDFIDELITY MERRIMACK STR TR | 838,376 | $38.6M | 7.33% | +32K | |
| 6 | SCHRSCHWAB STRATEGIC TR | 1,138,809 | $28.6M | 5.43% | -303 | |
| 7 | VWOVANGUARD INTL EQUITY INDEX F | 279,237 | $15.0M | 2.85% | +2K | |
| 8 | SCHISCHWAB STRATEGIC TR | 596,102 | $13.7M | 2.60% | +3K | |
| 9 | IWSISHARES TR | 74,805 | $10.6M | 2.00% | +455 | |
| 10 | IWPISHARES TR | 76,421 | $10.5M | 1.99% | +650 | |
| 11 | AAPLAPPLE INC | 38,473 | $10.5M | 1.99% | -3,498 | |
| 12 | VTWGVANGUARD SCOTTSDALE FDS | 40,996 | $9.7M | 1.84% | +3 | |
| 13 | VTWVVANGUARD SCOTTSDALE FDS | 59,170 | $9.5M | 1.80% | +183 | |
| 14 | MINTPIMCO ETF TR | 75,182 | $7.5M | 1.43% | -83 | |
| 15 | VNQVANGUARD INDEX FDS | 78,143 | $6.9M | 1.31% | +1K | |
| 16 | NRIXNURIX THERAPEUTICS INC | 228,333 | $4.3M | 0.82% | — | |
| 17 | IVVISHARES TR | 6,069 | $4.2M | 0.79% | -45 | |
| 18 | DFACDIMENSIONAL ETF TRUST | 86,838 | $3.4M | 0.65% | — | |
| 19 | MSFTMICROSOFT CORP | 6,532 | $3.2M | 0.60% | +237 | |
| 20 | IWDISHARES TR | 10,256 | $2.2M | 0.41% | -6 | |
| 21 | AMZNAMAZON COM INC | 8,933 | $2.1M | 0.39% | -21 | |
| 22 | NVDANVIDIA CORPORATION | 9,125 | $1.7M | 0.32% | -711 | |
| 23 | AGGISHARES TR | 16,877 | $1.7M | 0.32% | +214 | |
| 24 | IWRISHARES TR | 17,382 | $1.7M | 0.32% | +898 | |
| 25 | VTWOVANGUARD SCOTTSDALE FDS | 15,563 | $1.5M | 0.29% | +691 |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($9.537876175693857e+142T)
Technology0.0% ($1.045931581701108e+37T)
Healthcare0.0% ($433148539731526.9T)
Unknown0.0% ($954.6T)
Industrials0.0% ($822.4T)
Communication Services0.0% ($919.5B)
Utilities0.0% ($396.3B)
Consumer Cyclical0.0% ($20.6B)
Consumer Defensive0.0% ($1.0B)
Energy0.0% ($812.4M)
Filing History
Fund Information
WestHill Financial Advisors, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $526.4M across 81 holdings. The largest position is VANGUARD INDEX FDS (VOO), representing 18.1% of the portfolio. Compared to the previous quarter, the fund opened 5 new positions and closed 2 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.