WestHill Financial Advisors, Inc. Q3 2025 Filing

Filed October 14, 2025

Portfolio Value

$510.3M

Holdings

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (78 positions)

#	Stock	Shares	Value	% Portfolio
1	VOOVANGUARD INDEX FDS	152,353	$93.3M	18.28%
2	VONGVANGUARD SCOTTSDALE FDS	629,591	$75.9M	14.87%
3	VONVVANGUARD SCOTTSDALE FDS	746,263	$66.7M	13.07%
4	VEAVANGUARD TAX-MANAGED FDS	1,102,027	$66.0M	12.94%
5	FBNDFIDELITY MERRIMACK STR TR	806,703	$37.3M	7.31%
6	SCHRSCHWAB STRATEGIC TR	1,139,112	$28.6M	5.61%
7	VWOVANGUARD INTL EQUITY INDEX F	277,257	$15.0M	2.94%
8	SCHISCHWAB STRATEGIC TR	593,251	$13.7M	2.68%
9	IWPISHARES TR	75,771	$10.8M	2.11%
10	AAPLAPPLE INC	41,971	$10.7M	2.09%
11	IWSISHARES TR	74,350	$10.4M	2.04%
12	VTWGVANGUARD SCOTTSDALE FDS	40,993	$9.6M	1.88%
13	VTWVVANGUARD SCOTTSDALE FDS	58,987	$9.2M	1.80%
14	MINTPIMCO ETF TR	75,265	$7.6M	1.49%
15	VNQVANGUARD INDEX FDS	77,092	$7.0M	1.38%
16	IVVISHARES TR	6,114	$4.1M	0.80%
17	DFACDIMENSIONAL ETF TRUST	86,838	$3.3M	0.66%
18	MSFTMICROSOFT CORP	6,295	$3.3M	0.64%
19	NRIXNURIX THERAPEUTICS INC	228,333	$2.1M	0.41%
20	IWDISHARES TR	10,262	$2.1M	0.41%
21	AMZNAMAZON COM INC	8,954	$2.0M	0.39%
22	NVDANVIDIA CORPORATION	9,836	$1.8M	0.36%
23	AGGISHARES TR	16,663	$1.7M	0.33%
24	IWRISHARES TR	16,484	$1.6M	0.31%
25	VTWOVANGUARD SCOTTSDALE FDS	14,872	$1.5M	0.29%
26	IWFISHARES TR	3,000	$1.4M	0.28%
27	COSTCOSTCO WHSL CORP NEW	1,342	$1.2M	0.24%
28	PYLDPIMCO ETF TR	42,701	$1.1M	0.22%
29	DFUSDIMENSIONAL ETF TRUST	14,702	$1.1M	0.21%
30	JPMJPMORGAN CHASE & CO.	3,218	$1.0M	0.20%
31	BRK/BBERKSHIRE HATHAWAY INC DEL	2,002	$1.0M	0.20%
32	ACNACCENTURE PLC IRELAND	3,828	$944K	0.18%
33	CVXCHEVRON CORP NEW	5,318	$826K	0.16%
34	GOOGALPHABET INC	3,300	$804K	0.16%
35	SCHXSCHWAB STRATEGIC TR	28,492	$750K	0.15%
36	DFUVDIMENSIONAL ETF TRUST	15,726	$703K	0.14%
37	NDQINVESCO QQQ TR	1,148	$689K	0.14%
38	WEAWESTERN ALLIANCE BANCORP	7,289	$632K	0.12%
39	CATCATERPILLAR INC	1,232	$588K	0.12%
40	EFAISHARES TR	5,606	$523K	0.10%
41	METAMETA PLATFORMS INC	706	$518K	0.10%
42	SPYSPDR S&P 500 ETF TR	774	$516K	0.10%
43	VVISA INC	1,502	$513K	0.10%
44	ABBVABBVIE INC	2,147	$497K	0.10%
45	MRSHMARSH & MCLENNAN COS INC	2,132	$430K	0.08%
46	PGPROCTER AND GAMBLE CO	2,781	$427K	0.08%
47	VTIVANGUARD INDEX FDS	1,270	$417K	0.08%
48	GOOGLALPHABET INC	1,592	$387K	0.08%
49	PCGPG&E CORP	25,258	$381K	0.07%
50	VSTVISTRA CORP	1,931	$378K	0.07%
51	UPSUNITED PARCEL SERVICE INC	4,463	$373K	0.07%
52	IEIISHARES TR	3,099	$370K	0.07%
53	DHRDANAHER CORPORATION	1,736	$344K	0.07%
54	PHPARKER-HANNIFIN CORP	433	$328K	0.06%
55	ORCLORACLE CORP	1,142	$321K	0.06%
56	TMOTHERMO FISHER SCIENTIFIC INC	661	$321K	0.06%
57	CSCOCISCO SYS INC	4,404	$301K	0.06%
58	IJHISHARES TR	4,547	$297K	0.06%
59	XOMEXXON MOBIL CORP	2,629	$296K	0.06%
60	STEWSRH TOTAL RETURN FUND INC	16,168	$294K	0.06%
61	GQ9SPDR GOLD TR	803	$285K	0.06%
62	AVGOBROADCOM INC	818	$270K	0.05%
63	VYMVANGUARD WHITEHALL FDS	1,914	$270K	0.05%
64	SDYSPDR SERIES TRUST	1,822	$255K	0.05%
65	QCOMQUALCOMM INC	1,493	$248K	0.05%
66	TSLATESLA INC	555	$247K	0.05%
67	FICOFAIR ISAAC CORP	164	$245K	0.05%
68	PLTRPALANTIR TECHNOLOGIES INC	1,324	$242K	0.05%
69	JNJJOHNSON & JOHNSON	1,279	$237K	0.05%
70	NEARISHARES U S ETF TR	4,478	$230K	0.05%
71	ABTABBOTT LABS	1,683	$225K	0.04%
72	AMDADVANCED MICRO DEVICES INC	1,392	$225K	0.04%
73	GEVGE VERNOVA INC	348	$214K	0.04%
74	GEGE AEROSPACE	705	$212K	0.04%
75	HDHOME DEPOT INC	520	$211K	0.04%
76	DFATDIMENSIONAL ETF TRUST	3,513	$204K	0.04%
77	VCVINVESCO CALIF VALUE MUN INCO	11,925	$126K	0.02%
78	CTMXCYTOMX THERAPEUTICS INC	17,082	$54K	0.01%