13F HOLDINGS REPORT
WestHill Financial Advisors, Inc.
Quarter ended Q3 2025 · Filed October 14, 2025 · Accession 0002085853-25-000071
Total Value
$510.3M
Positions
78
Other Managers
0
Confidential Omitted
No
Holdings (78)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 152,353 | $93.3M | 18.28% |
| 2 | VANGUARD SCOTTSDALE FDS | 92206C680 | 629,591 | $75.9M | 14.87% |
| 3 | VANGUARD SCOTTSDALE FDS | 92206C714 | 746,263 | $66.7M | 13.07% |
| 4 | VANGUARD TAX-MANAGED FDS | 921943858 | 1,102,027 | $66.0M | 12.94% |
| 5 | FIDELITY MERRIMACK STR TR | 316188309 | 806,703 | $37.3M | 7.31% |
| 6 | SCHWAB STRATEGIC TR | 808524854 | 1,139,112 | $28.6M | 5.61% |
| 7 | VANGUARD INTL EQUITY INDEX F | 922042858 | 277,257 | $15.0M | 2.94% |
| 8 | SCHWAB STRATEGIC TR | 808524698 | 593,251 | $13.7M | 2.68% |
| 9 | ISHARES TR | 464287481 | 75,771 | $10.8M | 2.11% |
| 10 | APPLE INC | AAPL | 41,971 | $10.7M | 2.09% |
| 11 | ISHARES TR | 464287473 | 74,350 | $10.4M | 2.04% |
| 12 | VANGUARD SCOTTSDALE FDS | 92206C623 | 40,993 | $9.6M | 1.88% |
| 13 | VANGUARD SCOTTSDALE FDS | 92206C649 | 58,987 | $9.2M | 1.80% |
| 14 | PIMCO ETF TR | 72201R833 | 75,265 | $7.6M | 1.49% |
| 15 | VANGUARD INDEX FDS | 922908553 | 77,092 | $7.0M | 1.38% |
| 16 | ISHARES TR | 464287200 | 6,114 | $4.1M | 0.80% |
| 17 | DIMENSIONAL ETF TRUST | 25434V708 | 86,838 | $3.3M | 0.66% |
| 18 | MICROSOFT CORP | MSFT | 6,295 | $3.3M | 0.64% |
| 19 | NURIX THERAPEUTICS INC | NRIX | 228,333 | $2.1M | 0.41% |
| 20 | ISHARES TR | 464287598 | 10,262 | $2.1M | 0.41% |
| 21 | AMAZON COM INC | AMZN | 8,954 | $2.0M | 0.39% |
| 22 | NVIDIA CORPORATION | NVDA | 9,836 | $1.8M | 0.36% |
| 23 | ISHARES TR | 464287226 | 16,663 | $1.7M | 0.33% |
| 24 | ISHARES TR | 464287499 | 16,484 | $1.6M | 0.31% |
| 25 | VANGUARD SCOTTSDALE FDS | 92206C664 | 14,872 | $1.5M | 0.29% |
| 26 | ISHARES TR | 464287614 | 3,000 | $1.4M | 0.28% |
| 27 | COSTCO WHSL CORP NEW | 22160K105 | 1,342 | $1.2M | 0.24% |
| 28 | PIMCO ETF TR | 72201R585 | 42,701 | $1.1M | 0.22% |
| 29 | DIMENSIONAL ETF TRUST | 25434V401 | 14,702 | $1.1M | 0.21% |
| 30 | JPMORGAN CHASE & CO. | VYLD | 3,218 | $1.0M | 0.20% |
| 31 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,002 | $1.0M | 0.20% |
| 32 | ACCENTURE PLC IRELAND | ACN | 3,828 | $943,985 | 0.18% |
| 33 | CHEVRON CORP NEW | CVX | 5,318 | $825,806 | 0.16% |
| 34 | ALPHABET INC | GOOG | 3,300 | $803,775 | 0.16% |
| 35 | SCHWAB STRATEGIC TR | 808524201 | 28,492 | $750,479 | 0.15% |
| 36 | DIMENSIONAL ETF TRUST | 25434V724 | 15,726 | $702,795 | 0.14% |
| 37 | INVESCO QQQ TR | IVZ | 1,148 | $689,478 | 0.14% |
| 38 | WESTERN ALLIANCE BANCORP | WAL-PA | 7,289 | $632,102 | 0.12% |
| 39 | CATERPILLAR INC | CAT | 1,232 | $587,849 | 0.12% |
| 40 | ISHARES TR | 464287465 | 5,606 | $523,407 | 0.10% |
| 41 | META PLATFORMS INC | META | 706 | $518,472 | 0.10% |
| 42 | SPDR S&P 500 ETF TR | SPY | 774 | $515,777 | 0.10% |
| 43 | VISA INC | V | 1,502 | $512,811 | 0.10% |
| 44 | ABBVIE INC | ABBV | 2,147 | $497,116 | 0.10% |
| 45 | MARSH & MCLENNAN COS INC | 571748102 | 2,132 | $429,662 | 0.08% |
| 46 | PROCTER AND GAMBLE CO | 742718109 | 2,781 | $427,299 | 0.08% |
| 47 | VANGUARD INDEX FDS | 922908769 | 1,270 | $416,628 | 0.08% |
| 48 | ALPHABET INC | GOOG | 1,592 | $387,010 | 0.08% |
| 49 | PG&E CORP | PCG-PX | 25,258 | $380,894 | 0.07% |
| 50 | VISTRA CORP | VST | 1,931 | $378,322 | 0.07% |
| 51 | UNITED PARCEL SERVICE INC | UPS | 4,463 | $372,806 | 0.07% |
| 52 | ISHARES TR | 464288661 | 3,099 | $370,361 | 0.07% |
| 53 | DANAHER CORPORATION | 235851102 | 1,736 | $344,179 | 0.07% |
| 54 | PARKER-HANNIFIN CORP | PH | 433 | $328,279 | 0.06% |
| 55 | ORACLE CORP | ORCL-PD | 1,142 | $321,176 | 0.06% |
| 56 | THERMO FISHER SCIENTIFIC INC | TMO | 661 | $320,598 | 0.06% |
| 57 | CISCO SYS INC | CSCO | 4,404 | $301,322 | 0.06% |
| 58 | ISHARES TR | 464287507 | 4,547 | $296,716 | 0.06% |
| 59 | EXXON MOBIL CORP | XOM | 2,629 | $296,420 | 0.06% |
| 60 | SRH TOTAL RETURN FUND INC | STEW | 16,168 | $293,611 | 0.06% |
| 61 | SPDR GOLD TR | GLD | 803 | $285,442 | 0.06% |
| 62 | BROADCOM INC | AVGO | 818 | $269,866 | 0.05% |
| 63 | VANGUARD WHITEHALL FDS | 921946406 | 1,914 | $269,778 | 0.05% |
| 64 | SPDR SERIES TRUST | 78464A763 | 1,822 | $255,171 | 0.05% |
| 65 | QUALCOMM INC | QCOM | 1,493 | $248,397 | 0.05% |
| 66 | TESLA INC | TSLA | 555 | $246,820 | 0.05% |
| 67 | FAIR ISAAC CORP | FICO | 164 | $245,431 | 0.05% |
| 68 | PALANTIR TECHNOLOGIES INC | PLTR | 1,324 | $241,524 | 0.05% |
| 69 | JOHNSON & JOHNSON | JNJ | 1,279 | $237,152 | 0.05% |
| 70 | ISHARES U S ETF TR | 46431W507 | 4,478 | $229,632 | 0.05% |
| 71 | ABBOTT LABS | ABLZF | 1,683 | $225,420 | 0.04% |
| 72 | ADVANCED MICRO DEVICES INC | AMD | 1,392 | $225,212 | 0.04% |
| 73 | GE VERNOVA INC | GEV | 348 | $213,985 | 0.04% |
| 74 | GE AEROSPACE | 369604301 | 705 | $212,175 | 0.04% |
| 75 | HOME DEPOT INC | HD | 520 | $210,682 | 0.04% |
| 76 | DIMENSIONAL ETF TRUST | 25434V609 | 3,513 | $204,492 | 0.04% |
| 77 | INVESCO CALIF VALUE MUN INCO | IVZ | 11,925 | $126,286 | 0.02% |
| 78 | CYTOMX THERAPEUTICS INC | CTMX | 17,082 | $54,492 | 0.01% |