13F HOLDINGS REPORT
WestHill Financial Advisors, Inc.
Quarter ended Q2 2025 · Filed July 9, 2025 · Accession 0001667731-25-000752
Total Value
$471.4M
Positions
72
Other Managers
0
Confidential Omitted
No
Holdings (72)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 150,902 | $85.7M | 18.18% |
| 2 | VANGUARD SCOTTSDALE FDS | 92206C680 | 636,092 | $69.5M | 14.73% |
| 3 | VANGUARD TAX-MANAGED FDS | 921943858 | 1,123,325 | $64.0M | 13.58% |
| 4 | VANGUARD SCOTTSDALE FDS | 92206C714 | 717,630 | $61.1M | 12.97% |
| 5 | FIDELITY MERRIMACK STR TR | 316188309 | 746,164 | $34.1M | 7.24% |
| 6 | SCHWAB STRATEGIC TR | 808524854 | 1,061,132 | $26.6M | 5.63% |
| 7 | VANGUARD INTL EQUITY INDEX F | 922042858 | 281,298 | $13.9M | 2.95% |
| 8 | SCHWAB STRATEGIC TR | 808524698 | 556,055 | $12.7M | 2.68% |
| 9 | ISHARES TR | 464287481 | 74,334 | $10.3M | 2.19% |
| 10 | ISHARES TR | 464287473 | 71,318 | $9.4M | 2.00% |
| 11 | APPLE INC | AAPL | 44,127 | $9.1M | 1.92% |
| 12 | VANGUARD SCOTTSDALE FDS | 92206C623 | 39,883 | $8.3M | 1.76% |
| 13 | VANGUARD SCOTTSDALE FDS | 92206C649 | 57,184 | $8.0M | 1.69% |
| 14 | PIMCO ETF TR | 72201R833 | 69,830 | $7.0M | 1.49% |
| 15 | VANGUARD INDEX FDS | 922908553 | 72,336 | $6.4M | 1.37% |
| 16 | ISHARES TR | 464287200 | 6,137 | $3.8M | 0.81% |
| 17 | MICROSOFT CORP | MSFT | 6,301 | $3.1M | 0.66% |
| 18 | DIMENSIONAL ETF TRUST | 25434V708 | 86,838 | $3.1M | 0.66% |
| 19 | NURIX THERAPEUTICS INC | NRIX | 228,333 | $2.6M | 0.55% |
| 20 | ISHARES TR | 464287598 | 10,326 | $2.0M | 0.43% |
| 21 | AMAZON COM INC | AMZN | 9,058 | $2.0M | 0.42% |
| 22 | NVIDIA CORPORATION | NVDA | 9,951 | $1.6M | 0.33% |
| 23 | ISHARES TR | 464287226 | 15,342 | $1.5M | 0.32% |
| 24 | ISHARES TR | 464287499 | 15,912 | $1.5M | 0.31% |
| 25 | COSTCO WHSL CORP NEW | 22160K105 | 1,342 | $1.3M | 0.28% |
| 26 | ISHARES TR | 464287614 | 3,004 | $1.3M | 0.27% |
| 27 | VANGUARD SCOTTSDALE FDS | 92206C664 | 14,529 | $1.3M | 0.27% |
| 28 | ACCENTURE PLC IRELAND | ACN | 3,912 | $1.2M | 0.25% |
| 29 | PIMCO ETF TR | 72201R585 | 39,556 | $1.0M | 0.22% |
| 30 | DIMENSIONAL ETF TRUST | 25434V401 | 14,717 | $986,333 | 0.21% |
| 31 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,002 | $972,512 | 0.21% |
| 32 | JPMORGAN CHASE & CO. | VYLD | 3,216 | $932,428 | 0.20% |
| 33 | CHEVRON CORP NEW | CVX | 5,336 | $764,016 | 0.16% |
| 34 | SCHWAB STRATEGIC TR | 808524201 | 29,455 | $719,880 | 0.15% |
| 35 | DIMENSIONAL ETF TRUST | 25434V724 | 15,726 | $664,895 | 0.14% |
| 36 | ALPHABET INC | GOOG | 3,641 | $645,880 | 0.14% |
| 37 | INVESCO QQQ TR | IVZ | 1,148 | $633,510 | 0.13% |
| 38 | WESTERN ALLIANCE BANCORP | WAL-PA | 7,289 | $568,396 | 0.12% |
| 39 | VISA INC | V | 1,518 | $539,111 | 0.11% |
| 40 | META PLATFORMS INC | META | 710 | $524,044 | 0.11% |
| 41 | ISHARES TR | 464287465 | 5,841 | $522,103 | 0.11% |
| 42 | CATERPILLAR INC | CAT | 1,232 | $478,275 | 0.10% |
| 43 | SPDR S&P 500 ETF TR | SPY | 766 | $473,416 | 0.10% |
| 44 | MARSH & MCLENNAN COS INC | 571748102 | 2,132 | $466,140 | 0.10% |
| 45 | PROCTER AND GAMBLE CO | 742718109 | 2,877 | $458,322 | 0.10% |
| 46 | UNITED PARCEL SERVICE INC | UPS | 4,460 | $450,197 | 0.10% |
| 47 | ABBVIE INC | ABBV | 2,226 | $413,190 | 0.09% |
| 48 | VANGUARD INDEX FDS | 922908769 | 1,264 | $384,159 | 0.08% |
| 49 | VISTRA CORP | VST | 1,925 | $373,084 | 0.08% |
| 50 | ISHARES TR | 464288661 | 3,054 | $363,701 | 0.08% |
| 51 | PG&E CORP | PCG-PX | 25,258 | $352,099 | 0.07% |
| 52 | DANAHER CORPORATION | 235851102 | 1,736 | $342,929 | 0.07% |
| 53 | ALPHABET INC | GOOG | 1,855 | $326,852 | 0.07% |
| 54 | CISCO SYS INC | CSCO | 4,620 | $320,536 | 0.07% |
| 55 | EXXON MOBIL CORP | XOM | 2,917 | $314,490 | 0.07% |
| 56 | PARKER-HANNIFIN CORP | PH | 433 | $302,438 | 0.06% |
| 57 | FAIR ISAAC CORP | FICO | 164 | $299,785 | 0.06% |
| 58 | SRH TOTAL RETURN FUND INC | STEW | 16,168 | $285,850 | 0.06% |
| 59 | ISHARES TR | 464287507 | 4,575 | $283,716 | 0.06% |
| 60 | THERMO FISHER SCIENTIFIC INC | TMO | 656 | $265,982 | 0.06% |
| 61 | DISNEY WALT CO | 254687106 | 2,133 | $264,457 | 0.06% |
| 62 | ORACLE CORP | ORCL-PD | 1,197 | $261,700 | 0.06% |
| 63 | VANGUARD WHITEHALL FDS | 921946406 | 1,914 | $255,155 | 0.05% |
| 64 | SPDR SERIES TRUST | 78464A763 | 1,822 | $247,300 | 0.05% |
| 65 | QUALCOMM INC | QCOM | 1,493 | $237,796 | 0.05% |
| 66 | ABBOTT LABS | ABLZF | 1,705 | $231,951 | 0.05% |
| 67 | BROADCOM INC | AVGO | 827 | $227,963 | 0.05% |
| 68 | SPDR GOLD TR | GLD | 747 | $227,708 | 0.05% |
| 69 | ISHARES U S ETF TR | 46431W507 | 4,367 | $223,154 | 0.05% |
| 70 | JOHNSON & JOHNSON | JNJ | 1,428 | $218,127 | 0.05% |
| 71 | INVESCO CALIF VALUE MUN INCO | IVZ | 11,925 | $123,662 | 0.03% |
| 72 | CYTOMX THERAPEUTICS INC | CTMX | 17,082 | $38,776 | 0.01% |