WestHill Financial Advisors, Inc. Q4 2025 Filing
Filed January 21, 2026
Portfolio Value
$526.4B
Holdings
81
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (81 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 152,088 | $95.4B | 18.12% | |
| 2 | VONGVANGUARD SCOTTSDALE FDS | 625,669 | $76.2B | 14.47% | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 1,110,703 | $69.4B | 13.18% | |
| 4 | VONVVANGUARD SCOTTSDALE FDS | 751,666 | $69.4B | 13.18% | |
| 5 | FBNDFIDELITY MERRIMACK STR TR | 838,376 | $38.6B | 7.33% | |
| 6 | SCHRSCHWAB STRATEGIC TR | 1,138,809 | $28.6B | 5.43% | |
| 7 | VWOVANGUARD INTL EQUITY INDEX F | 279,237 | $15.0B | 2.85% | |
| 8 | SCHISCHWAB STRATEGIC TR | 596,102 | $13.7B | 2.60% | |
| 9 | IWSISHARES TR | 74,805 | $10.6B | 2.00% | |
| 10 | IWPISHARES TR | 76,421 | $10.5B | 1.99% | |
| 11 | AAPLAPPLE INC | 38,473 | $10.5B | 1.99% | |
| 12 | VTWGVANGUARD SCOTTSDALE FDS | 40,996 | $9.7B | 1.84% | |
| 13 | VTWVVANGUARD SCOTTSDALE FDS | 59,170 | $9.5B | 1.80% | |
| 14 | MINTPIMCO ETF TR | 75,182 | $7.5B | 1.43% | |
| 15 | VNQVANGUARD INDEX FDS | 78,143 | $6.9B | 1.31% | |
| 16 | NRIXNURIX THERAPEUTICS INC | 228,333 | $4.3B | 0.82% | |
| 17 | IVVISHARES TR | 6,069 | $4.2B | 0.79% | |
| 18 | DFACDIMENSIONAL ETF TRUST | 86,838 | $3.4B | 0.65% | |
| 19 | MSFTMICROSOFT CORP | 6,532 | $3.2B | 0.60% | |
| 20 | IWDISHARES TR | 10,256 | $2.2B | 0.41% | |
| 21 | AMZNAMAZON COM INC | 8,933 | $2.1B | 0.39% | |
| 22 | NVDANVIDIA CORPORATION | 9,125 | $1.7B | 0.32% | |
| 23 | AGGISHARES TR | 16,877 | $1.7B | 0.32% | |
| 24 | IWRISHARES TR | 17,382 | $1.7B | 0.32% | |
| 25 | VTWOVANGUARD SCOTTSDALE FDS | 15,563 | $1.5B | 0.29% | |
| 26 | TSLATESLA INC | 3,399 | $1.5B | 0.29% | |
| 27 | IWFISHARES TR | 2,972 | $1.4B | 0.27% | |
| 28 | MRSHMARSH & MCLENNAN COS INC | 6,731 | $1.2B | 0.24% | |
| 29 | PYLDPIMCO ETF TR | 43,496 | $1.2B | 0.22% | |
| 30 | DFUSDIMENSIONAL ETF TRUST | 14,702 | $1.1B | 0.21% | |
| 31 | ACNACCENTURE PLC IRELAND | 4,025 | $1.1B | 0.20% | |
| 32 | JPMJPMORGAN CHASE & CO. | 3,209 | $1.0B | 0.20% | |
| 33 | COSTCOSTCO WHSL CORP NEW | 1,192 | $1.0B | 0.20% | |
| 34 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,899 | $954.0M | 0.18% | |
| 35 | GOOGALPHABET INC | 2,931 | $919.0M | 0.17% | |
| 36 | VTIVANGUARD INDEX FDS | 2,640 | $885.0M | 0.17% | |
| 37 | CATCATERPILLAR INC | 1,436 | $822.0M | 0.16% | |
| 38 | CVXCHEVRON CORP NEW | 5,330 | $812.0M | 0.15% | |
| 39 | SCHXSCHWAB STRATEGIC TR | 28,492 | $766.0M | 0.15% | |
| 40 | DFUVDIMENSIONAL ETF TRUST | 15,726 | $732.0M | 0.14% | |
| 41 | NDQINVESCO QQQ TR | 1,023 | $628.0M | 0.12% | |
| 42 | WEAWESTERN ALLIANCE BANCORP | 7,039 | $591.0M | 0.11% | |
| 43 | GOOGLALPHABET INC | 1,738 | $544.0M | 0.10% | |
| 44 | VVISA INC | 1,539 | $539.0M | 0.10% | |
| 45 | EFAISHARES TR | 5,622 | $539.0M | 0.10% | |
| 46 | SPYSPDR S&P 500 ETF TR | 774 | $527.0M | 0.10% | |
| 47 | METAMETA PLATFORMS INC | 764 | $504.0M | 0.10% | |
| 48 | ABBVABBVIE INC | 2,123 | $485.0M | 0.09% | |
| 49 | UPSUNITED PARCEL SERVICE INC | 4,466 | $442.0M | 0.08% | |
| 50 | PHPARKER-HANNIFIN CORP | 475 | $417.0M | 0.08% | |
| 51 | PGPROCTER AND GAMBLE CO | 2,856 | $409.0M | 0.08% | |
| 52 | DHRDANAHER CORPORATION | 1,736 | $397.0M | 0.08% | |
| 53 | PCGPG&E CORP | 24,689 | $396.0M | 0.08% | |
| 54 | AVGOBROADCOM INC | 1,128 | $390.0M | 0.07% | |
| 55 | CSCOCISCO SYS INC | 4,995 | $384.0M | 0.07% | |
| 56 | IEIISHARES TR | 3,099 | $369.0M | 0.07% | |
| 57 | XOMEXXON MOBIL CORP | 2,916 | $350.0M | 0.07% | |
| 58 | GQ9SPDR GOLD TR | 856 | $339.0M | 0.06% | |
| 59 | TMOTHERMO FISHER SCIENTIFIC INC | 545 | $315.0M | 0.06% | |
| 60 | VSTVISTRA CORP | 1,936 | $312.0M | 0.06% | |
| 61 | SCHWSCHWAB CHARLES CORP | 3,069 | $306.0M | 0.06% | |
| 62 | STEWSRH TOTAL RETURN FUND INC | 16,168 | $299.0M | 0.06% | |
| 63 | IJHISHARES TR | 4,396 | $290.0M | 0.06% | |
| 64 | FICOFAIR ISAAC CORP | 164 | $277.0M | 0.05% | |
| 65 | VYMVANGUARD WHITEHALL FDS | 1,914 | $274.0M | 0.05% | |
| 66 | JNJJOHNSON & JOHNSON | 1,302 | $269.0M | 0.05% | |
| 67 | AMDADVANCED MICRO DEVICES INC | 1,232 | $263.0M | 0.05% | |
| 68 | SDYSPDR SERIES TRUST | 1,822 | $253.0M | 0.05% | |
| 69 | QCOMQUALCOMM INC | 1,475 | $252.0M | 0.05% | |
| 70 | IAU*ISHARES GOLD TR | 3,044 | $247.0M | 0.05% | |
| 71 | ORCLORACLE CORP | 1,189 | $231.0M | 0.04% | |
| 72 | GEVGE VERNOVA INC | 354 | $231.0M | 0.04% | |
| 73 | NEARISHARES U S ETF TR | 4,478 | $228.0M | 0.04% | |
| 74 | GEGE AEROSPACE | 716 | $220.0M | 0.04% | |
| 75 | PLTRPALANTIR TECHNOLOGIES INC | 1,212 | $215.0M | 0.04% | |
| 76 | MAZEMAZE THERAPEUTICS INC | 5,186 | $214.0M | 0.04% | |
| 77 | SLVISHARES SILVER TR | 3,302 | $212.0M | 0.04% | |
| 78 | AXPAMERICAN EXPRESS CO | 565 | $209.0M | 0.04% | |
| 79 | ABTABBOTT LABS | 1,653 | $207.0M | 0.04% | |
| 80 | VCVINVESCO CALIF VALUE MUN INCO | 11,925 | $132.0M | 0.03% | |
| 81 | CTMXCYTOMX THERAPEUTICS INC | 17,082 | $72.0M | 0.01% |