WestHill Financial Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, WestHill Financial Advisors, Inc. held in its portfolio 81 assets valued at $526,440,003 (i.e. $526.44M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($95.38M), VANGUARD SCOTTSDALE FDS ($76.18M), and VANGUARD TAX-MANAGED FDS ($69.39M).
The chart below shows the top 10 valuable assets, and the table below shows the top 81 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
WestHill Financial Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 152088 | 95378635 | S&P 500 ETF SHS |
| VANGUARD SCOTTSDALE FDS | 625669 | 76175184 | VNG RUS1000GRW |
| VANGUARD TAX-MANAGED FDS | 1110703 | 69385643 | VAN FTSE DEV MKT |
| VANGUARD SCOTTSDALE FDS | 751666 | 69378760 | VNG RUS1000VAL |
| FIDELITY MERRIMACK STR TR | 838376 | 38598825 | TOTAL BD ETF |
| SCHWAB STRATEGIC TR | 1138809 | 28561330 | INT-TRM U.S TRES |
| VANGUARD INTL EQUITY INDEX F | 279237 | 15011760 | FTSE EMR MKT ETF |
| SCHWAB STRATEGIC TR | 596102 | 13692472 | 5 10YR CORP BD |
| ISHARES TR | 74805 | 10551225 | RUS MDCP VAL ETF |
| ISHARES TR | 76421 | 10465112 | RUS MD CP GR ETF |
| APPLE INC | 38473 | 10459316 | COM |
| VANGUARD SCOTTSDALE FDS | 40996 | 9674664 | VNG RUS2000GRW |
| VANGUARD SCOTTSDALE FDS | 59170 | 9463130 | VNG RUS2000VAL |
| PIMCO ETF TR | 75182 | 7543730 | ENHAN SHRT MA AC |
| VANGUARD INDEX FDS | 78143 | 6914868 | REAL ESTATE ETF |
| NURIX THERAPEUTICS INC | 228333 | 4331477 | COM |
| ISHARES TR | 6069 | 4156958 | CORE S&P500 ETF |
| DIMENSIONAL ETF TRUST | 86838 | 3437916 | US CORE EQUITY 2 |
| MICROSOFT CORP | 6532 | 3158801 | COM |
| ISHARES TR | 10256 | 2157161 | RUS 1000 VAL ETF |
| AMAZON COM INC | 8933 | 2061915 | COM |
| NVIDIA CORPORATION | 9125 | 1701767 | COM |
| ISHARES TR | 16877 | 1685675 | CORE US AGGBD ET |
| ISHARES TR | 17382 | 1673385 | RUS MID CAP ETF |
| VANGUARD SCOTTSDALE FDS | 15563 | 1548816 | VNG RUS2000IDX |
| TESLA INC | 3399 | 1528598 | COM |
| ISHARES TR | 2972 | 1406880 | RUS 1000 GRW ETF |
| MARSH & MCLENNAN COS INC | 6731 | 1248735 | COM |
| PIMCO ETF TR | 43496 | 1160473 | MULTISECTOR BD |
| DIMENSIONAL ETF TRUST | 14702 | 1090447 | US EQUITY MARKET |
| ACCENTURE PLC IRELAND | 4025 | 1079908 | SHS CLASS A |
| JPMORGAN CHASE & CO. | 3209 | 1034097 | COM |
| COSTCO WHSL CORP NEW | 1192 | 1027623 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1899 | 954532 | CL B NEW |
| ALPHABET INC | 2931 | 919885 | CAP STK CL C |
| VANGUARD INDEX FDS | 2640 | 885196 | TOTAL STK MKT |
| CATERPILLAR INC | 1436 | 822641 | COM |
| CHEVRON CORP NEW | 5330 | 812370 | COM |
| SCHWAB STRATEGIC TR | 28492 | 766720 | US LRG CAP ETF |
| DIMENSIONAL ETF TRUST | 15726 | 732674 | US MKTWIDE VALUE |
| INVESCO QQQ TR | 1023 | 628712 | UNIT SER 1 |
| WESTERN ALLIANCE BANCORP | 7039 | 591769 | COM |
| ALPHABET INC | 1738 | 544060 | CAP STK CL A |
| ISHARES TR | 5622 | 539842 | MSCI EAFE ETF |
| VISA INC | 1539 | 539772 | COM CL A |
| SPDR S&P 500 ETF TR | 774 | 527963 | TR UNIT |
| META PLATFORMS INC | 764 | 504309 | CL A |
| ABBVIE INC | 2123 | 485084 | COM |
| UNITED PARCEL SERVICE INC | 4466 | 442974 | CL B |
| PARKER-HANNIFIN CORP | 475 | 417506 | COM |
| PROCTER AND GAMBLE CO | 2856 | 409339 | COM |
| DANAHER CORPORATION | 1736 | 397405 | COM |
| PG&E CORP | 24689 | 396756 | COM |
| BROADCOM INC | 1128 | 390401 | COM |
| CISCO SYS INC | 4995 | 384765 | COM |
| ISHARES TR | 3099 | 369866 | 3 7 YR TREAS BD |
| EXXON MOBIL CORP | 2916 | 350867 | COM |
| SPDR GOLD TR | 856 | 339241 | GOLD SHS |
| THERMO FISHER SCIENTIFIC INC | 545 | 315800 | COM |
| VISTRA CORP | 1936 | 312335 | COM |
| SCHWAB CHARLES CORP | 3069 | 306624 | COM |
| SRH TOTAL RETURN FUND INC | 16168 | 299755 | COM |
| ISHARES TR | 4396 | 290163 | CORE S&P MCP ETF |
| FAIR ISAAC CORP | 164 | 277262 | COM |
| VANGUARD WHITEHALL FDS | 1914 | 274697 | HIGH DIV YLD |
| JOHNSON & JOHNSON | 1302 | 269449 | COM |
| ADVANCED MICRO DEVICES INC | 1232 | 263845 | COM |
| SPDR SERIES TRUST | 1822 | 253550 | STATE STREET SPD |
| QUALCOMM INC | 1475 | 252321 | COM |
| ISHARES GOLD TR | 3044 | 247081 | ISHARES NEW |
| ORACLE CORP | 1189 | 231748 | COM |
| GE VERNOVA INC | 354 | 231364 | COM |
| ISHARES U S ETF TR | 4478 | 228826 | SHORT DURATION B |
| GE AEROSPACE | 716 | 220675 | COM NEW |
| PALANTIR TECHNOLOGIES INC | 1212 | 215433 | CL A |
| MAZE THERAPEUTICS INC | 5186 | 214856 | COM |
| ISHARES SILVER TR | 3302 | 212715 | ISHARES |
| AMERICAN EXPRESS CO | 565 | 209022 | COM |
| ABBOTT LABS | 1653 | 207053 | COM |
| INVESCO CALIF VALUE MUN INCO | 11925 | 132725 | COM |
| CYTOMX THERAPEUTICS INC | 17082 | 72769 | COM |
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