WestHill Financial Advisors, Inc. Q3 2025 Filing
Filed October 14, 2025
Portfolio Value
$510.3B
Holdings
78
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (78 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 152,353 | $93.3B | 18.28% | |
| 2 | VONGVANGUARD SCOTTSDALE FDS | 629,591 | $75.9B | 14.87% | |
| 3 | VONVVANGUARD SCOTTSDALE FDS | 746,263 | $66.7B | 13.07% | |
| 4 | VEAVANGUARD TAX-MANAGED FDS | 1,102,027 | $66.0B | 12.94% | |
| 5 | FBNDFIDELITY MERRIMACK STR TR | 806,703 | $37.3B | 7.31% | |
| 6 | SCHRSCHWAB STRATEGIC TR | 1,139,112 | $28.6B | 5.61% | |
| 7 | VWOVANGUARD INTL EQUITY INDEX F | 277,257 | $15.0B | 2.94% | |
| 8 | SCHISCHWAB STRATEGIC TR | 593,251 | $13.7B | 2.68% | |
| 9 | IWPISHARES TR | 75,771 | $10.8B | 2.11% | |
| 10 | AAPLAPPLE INC | 41,971 | $10.7B | 2.09% | |
| 11 | IWSISHARES TR | 74,350 | $10.4B | 2.04% | |
| 12 | VTWGVANGUARD SCOTTSDALE FDS | 40,993 | $9.6B | 1.88% | |
| 13 | VTWVVANGUARD SCOTTSDALE FDS | 58,987 | $9.2B | 1.80% | |
| 14 | MINTPIMCO ETF TR | 75,265 | $7.6B | 1.49% | |
| 15 | VNQVANGUARD INDEX FDS | 77,092 | $7.0B | 1.38% | |
| 16 | IVVISHARES TR | 6,114 | $4.1B | 0.80% | |
| 17 | DFACDIMENSIONAL ETF TRUST | 86,838 | $3.3B | 0.66% | |
| 18 | MSFTMICROSOFT CORP | 6,295 | $3.3B | 0.64% | |
| 19 | NRIXNURIX THERAPEUTICS INC | 228,333 | $2.1B | 0.41% | |
| 20 | IWDISHARES TR | 10,262 | $2.1B | 0.41% | |
| 21 | AMZNAMAZON COM INC | 8,954 | $2.0B | 0.39% | |
| 22 | NVDANVIDIA CORPORATION | 9,836 | $1.8B | 0.36% | |
| 23 | AGGISHARES TR | 16,663 | $1.7B | 0.33% | |
| 24 | IWRISHARES TR | 16,484 | $1.6B | 0.31% | |
| 25 | VTWOVANGUARD SCOTTSDALE FDS | 14,872 | $1.5B | 0.29% | |
| 26 | IWFISHARES TR | 3,000 | $1.4B | 0.28% | |
| 27 | COSTCOSTCO WHSL CORP NEW | 1,342 | $1.2B | 0.24% | |
| 28 | PYLDPIMCO ETF TR | 42,701 | $1.1B | 0.22% | |
| 29 | DFUSDIMENSIONAL ETF TRUST | 14,702 | $1.1B | 0.21% | |
| 30 | JPMJPMORGAN CHASE & CO. | 3,218 | $1.0B | 0.20% | |
| 31 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,002 | $1.0B | 0.20% | |
| 32 | ACNACCENTURE PLC IRELAND | 3,828 | $944.0M | 0.18% | |
| 33 | CVXCHEVRON CORP NEW | 5,318 | $825.8M | 0.16% | |
| 34 | GOOGALPHABET INC | 3,300 | $803.8M | 0.16% | |
| 35 | SCHXSCHWAB STRATEGIC TR | 28,492 | $750.5M | 0.15% | |
| 36 | DFUVDIMENSIONAL ETF TRUST | 15,726 | $702.8M | 0.14% | |
| 37 | NDQINVESCO QQQ TR | 1,148 | $689.5M | 0.14% | |
| 38 | WEAWESTERN ALLIANCE BANCORP | 7,289 | $632.1M | 0.12% | |
| 39 | CATCATERPILLAR INC | 1,232 | $587.8M | 0.12% | |
| 40 | EFAISHARES TR | 5,606 | $523.4M | 0.10% | |
| 41 | METAMETA PLATFORMS INC | 706 | $518.5M | 0.10% | |
| 42 | SPYSPDR S&P 500 ETF TR | 774 | $515.8M | 0.10% | |
| 43 | VVISA INC | 1,502 | $512.8M | 0.10% | |
| 44 | ABBVABBVIE INC | 2,147 | $497.1M | 0.10% | |
| 45 | MRSHMARSH & MCLENNAN COS INC | 2,132 | $429.7M | 0.08% | |
| 46 | PGPROCTER AND GAMBLE CO | 2,781 | $427.3M | 0.08% | |
| 47 | VTIVANGUARD INDEX FDS | 1,270 | $416.6M | 0.08% | |
| 48 | GOOGLALPHABET INC | 1,592 | $387.0M | 0.08% | |
| 49 | PCGPG&E CORP | 25,258 | $380.9M | 0.07% | |
| 50 | VSTVISTRA CORP | 1,931 | $378.3M | 0.07% | |
| 51 | UPSUNITED PARCEL SERVICE INC | 4,463 | $372.8M | 0.07% | |
| 52 | IEIISHARES TR | 3,099 | $370.4M | 0.07% | |
| 53 | DHRDANAHER CORPORATION | 1,736 | $344.2M | 0.07% | |
| 54 | PHPARKER-HANNIFIN CORP | 433 | $328.3M | 0.06% | |
| 55 | ORCLORACLE CORP | 1,142 | $321.2M | 0.06% | |
| 56 | TMOTHERMO FISHER SCIENTIFIC INC | 661 | $320.6M | 0.06% | |
| 57 | CSCOCISCO SYS INC | 4,404 | $301.3M | 0.06% | |
| 58 | IJHISHARES TR | 4,547 | $296.7M | 0.06% | |
| 59 | XOMEXXON MOBIL CORP | 2,629 | $296.4M | 0.06% | |
| 60 | STEWSRH TOTAL RETURN FUND INC | 16,168 | $293.6M | 0.06% | |
| 61 | GQ9SPDR GOLD TR | 803 | $285.4M | 0.06% | |
| 62 | AVGOBROADCOM INC | 818 | $269.9M | 0.05% | |
| 63 | VYMVANGUARD WHITEHALL FDS | 1,914 | $269.8M | 0.05% | |
| 64 | SDYSPDR SERIES TRUST | 1,822 | $255.2M | 0.05% | |
| 65 | QCOMQUALCOMM INC | 1,493 | $248.4M | 0.05% | |
| 66 | TSLATESLA INC | 555 | $246.8M | 0.05% | |
| 67 | FICOFAIR ISAAC CORP | 164 | $245.4M | 0.05% | |
| 68 | PLTRPALANTIR TECHNOLOGIES INC | 1,324 | $241.5M | 0.05% | |
| 69 | JNJJOHNSON & JOHNSON | 1,279 | $237.2M | 0.05% | |
| 70 | NEARISHARES U S ETF TR | 4,478 | $229.6M | 0.05% | |
| 71 | ABTABBOTT LABS | 1,683 | $225.4M | 0.04% | |
| 72 | AMDADVANCED MICRO DEVICES INC | 1,392 | $225.2M | 0.04% | |
| 73 | GEVGE VERNOVA INC | 348 | $214.0M | 0.04% | |
| 74 | GEGE AEROSPACE | 705 | $212.2M | 0.04% | |
| 75 | HDHOME DEPOT INC | 520 | $210.7M | 0.04% | |
| 76 | DFATDIMENSIONAL ETF TRUST | 3,513 | $204.5M | 0.04% | |
| 77 | VCVINVESCO CALIF VALUE MUN INCO | 11,925 | $126.3M | 0.02% | |
| 78 | CTMXCYTOMX THERAPEUTICS INC | 17,082 | $54.5M | 0.01% |