WestHill Financial Advisors, Inc. Q2 2025 Filing
Filed July 9, 2025
Portfolio Value
$471.4B
Holdings
72
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (72 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 150,902 | $85.7B | 18.18% | |
| 2 | VONGVANGUARD SCOTTSDALE FDS | 636,092 | $69.5B | 14.73% | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 1,123,325 | $64.0B | 13.58% | |
| 4 | VONVVANGUARD SCOTTSDALE FDS | 717,630 | $61.1B | 12.97% | |
| 5 | FBNDFIDELITY MERRIMACK STR TR | 746,164 | $34.1B | 7.24% | |
| 6 | SCHRSCHWAB STRATEGIC TR | 1,061,132 | $26.6B | 5.63% | |
| 7 | VWOVANGUARD INTL EQUITY INDEX F | 281,298 | $13.9B | 2.95% | |
| 8 | SCHISCHWAB STRATEGIC TR | 556,055 | $12.7B | 2.68% | |
| 9 | IWPISHARES TR | 74,334 | $10.3B | 2.19% | |
| 10 | IWSISHARES TR | 71,318 | $9.4B | 2.00% | |
| 11 | AAPLAPPLE INC | 44,127 | $9.1B | 1.92% | |
| 12 | VTWGVANGUARD SCOTTSDALE FDS | 39,883 | $8.3B | 1.76% | |
| 13 | VTWVVANGUARD SCOTTSDALE FDS | 57,184 | $8.0B | 1.69% | |
| 14 | MINTPIMCO ETF TR | 69,830 | $7.0B | 1.49% | |
| 15 | VNQVANGUARD INDEX FDS | 72,336 | $6.4B | 1.37% | |
| 16 | IVVISHARES TR | 6,137 | $3.8B | 0.81% | |
| 17 | MSFTMICROSOFT CORP | 6,301 | $3.1B | 0.66% | |
| 18 | DFACDIMENSIONAL ETF TRUST | 86,838 | $3.1B | 0.66% | |
| 19 | NRIXNURIX THERAPEUTICS INC | 228,333 | $2.6B | 0.55% | |
| 20 | IWDISHARES TR | 10,326 | $2.0B | 0.43% | |
| 21 | AMZNAMAZON COM INC | 9,058 | $2.0B | 0.42% | |
| 22 | NVDANVIDIA CORPORATION | 9,951 | $1.6B | 0.33% | |
| 23 | AGGISHARES TR | 15,342 | $1.5B | 0.32% | |
| 24 | IWRISHARES TR | 15,912 | $1.5B | 0.31% | |
| 25 | COSTCOSTCO WHSL CORP NEW | 1,342 | $1.3B | 0.28% | |
| 26 | IWFISHARES TR | 3,004 | $1.3B | 0.27% | |
| 27 | VTWOVANGUARD SCOTTSDALE FDS | 14,529 | $1.3B | 0.27% | |
| 28 | ACNACCENTURE PLC IRELAND | 3,912 | $1.2B | 0.25% | |
| 29 | PYLDPIMCO ETF TR | 39,556 | $1.0B | 0.22% | |
| 30 | DFUSDIMENSIONAL ETF TRUST | 14,717 | $986.3M | 0.21% | |
| 31 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,002 | $972.5M | 0.21% | |
| 32 | JPMJPMORGAN CHASE & CO. | 3,216 | $932.4M | 0.20% | |
| 33 | CVXCHEVRON CORP NEW | 5,336 | $764.0M | 0.16% | |
| 34 | SCHXSCHWAB STRATEGIC TR | 29,455 | $719.9M | 0.15% | |
| 35 | DFUVDIMENSIONAL ETF TRUST | 15,726 | $664.9M | 0.14% | |
| 36 | GOOGALPHABET INC | 3,641 | $645.9M | 0.14% | |
| 37 | NDQINVESCO QQQ TR | 1,148 | $633.5M | 0.13% | |
| 38 | WEAWESTERN ALLIANCE BANCORP | 7,289 | $568.4M | 0.12% | |
| 39 | VVISA INC | 1,518 | $539.1M | 0.11% | |
| 40 | METAMETA PLATFORMS INC | 710 | $524.0M | 0.11% | |
| 41 | EFAISHARES TR | 5,841 | $522.1M | 0.11% | |
| 42 | CATCATERPILLAR INC | 1,232 | $478.3M | 0.10% | |
| 43 | SPYSPDR S&P 500 ETF TR | 766 | $473.4M | 0.10% | |
| 44 | MRSHMARSH & MCLENNAN COS INC | 2,132 | $466.1M | 0.10% | |
| 45 | PGPROCTER AND GAMBLE CO | 2,877 | $458.3M | 0.10% | |
| 46 | UPSUNITED PARCEL SERVICE INC | 4,460 | $450.2M | 0.10% | |
| 47 | ABBVABBVIE INC | 2,226 | $413.2M | 0.09% | |
| 48 | VTIVANGUARD INDEX FDS | 1,264 | $384.2M | 0.08% | |
| 49 | VSTVISTRA CORP | 1,925 | $373.1M | 0.08% | |
| 50 | IEIISHARES TR | 3,054 | $363.7M | 0.08% | |
| 51 | PCGPG&E CORP | 25,258 | $352.1M | 0.07% | |
| 52 | DHRDANAHER CORPORATION | 1,736 | $342.9M | 0.07% | |
| 53 | GOOGLALPHABET INC | 1,855 | $326.9M | 0.07% | |
| 54 | CSCOCISCO SYS INC | 4,620 | $320.5M | 0.07% | |
| 55 | XOMEXXON MOBIL CORP | 2,917 | $314.5M | 0.07% | |
| 56 | PHPARKER-HANNIFIN CORP | 433 | $302.4M | 0.06% | |
| 57 | FICOFAIR ISAAC CORP | 164 | $299.8M | 0.06% | |
| 58 | STEWSRH TOTAL RETURN FUND INC | 16,168 | $285.9M | 0.06% | |
| 59 | IJHISHARES TR | 4,575 | $283.7M | 0.06% | |
| 60 | TMOTHERMO FISHER SCIENTIFIC INC | 656 | $266.0M | 0.06% | |
| 61 | DISDISNEY WALT CO | 2,133 | $264.5M | 0.06% | |
| 62 | ORCLORACLE CORP | 1,197 | $261.7M | 0.06% | |
| 63 | VYMVANGUARD WHITEHALL FDS | 1,914 | $255.2M | 0.05% | |
| 64 | SDYSPDR SERIES TRUST | 1,822 | $247.3M | 0.05% | |
| 65 | QCOMQUALCOMM INC | 1,493 | $237.8M | 0.05% | |
| 66 | ABTABBOTT LABS | 1,705 | $232.0M | 0.05% | |
| 67 | AVGOBROADCOM INC | 827 | $228.0M | 0.05% | |
| 68 | GQ9SPDR GOLD TR | 747 | $227.7M | 0.05% | |
| 69 | NEARISHARES U S ETF TR | 4,367 | $223.2M | 0.05% | |
| 70 | JNJJOHNSON & JOHNSON | 1,428 | $218.1M | 0.05% | |
| 71 | VCVINVESCO CALIF VALUE MUN INCO | 11,925 | $123.7M | 0.03% | |
| 72 | CTMXCYTOMX THERAPEUTICS INC | 17,082 | $38.8M | 0.01% |