WestHill Financial Advisors, Inc.
CIK: 0001759641SEC EDGAR →
Portfolio Value
$526.4M
Holdings
81
As of
Q4 2025
New Positions
7
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 152,088 | $95.4M | 18.12% |
| 2 | VANGUARD SCOTTSDALE FDS | 625,669 | $76.2M | 14.47% |
| 3 | VANGUARD TAX-MANAGED FDS | 1,110,703 | $69.4M | 13.18% |
| 4 | VANGUARD SCOTTSDALE FDS | 751,666 | $69.4M | 13.18% |
| 5 | FIDELITY MERRIMACK STR TR | 838,376 | $38.6M | 7.33% |
| 6 | SCHWAB STRATEGIC TR | 1,138,809 | $28.6M | 5.43% |
| 7 | VANGUARD INTL EQUITY INDEX F | 279,237 | $15.0M | 2.85% |
| 8 | SCHWAB STRATEGIC TR | 596,102 | $13.7M | 2.60% |
| 9 | ISHARES TR | 74,805 | $10.6M | 2.00% |
| 10 | ISHARES TR | 76,421 | $10.5M | 1.99% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 39 | $487.6M | 92.6% |
| Technology | 14 | $19.3M | 3.7% |
| Healthcare | 8 | $6.3M | 1.2% |
| Consumer Cyclical | 2 | $3.6M | 0.7% |
| Unknown | 4 | $2.2M | 0.4% |
| Communication Services | 3 | $2.0M | 0.4% |
| Industrials | 4 | $1.9M | 0.4% |
| Consumer Defensive | 2 | $1.4M | 0.3% |
| Energy | 2 | $1.2M | 0.2% |
| Utilities | 3 | $939K | 0.2% |