13F HOLDINGS REPORT
WestHill Financial Advisors, Inc.
Quarter ended Q4 2025 · Filed January 21, 2026 · Accession 0002085853-26-000059
Total Value
$526.4M
Positions
81
Other Managers
0
Confidential Omitted
No
Holdings (81)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 152,088 | $95.4M | 18.12% |
| 2 | VANGUARD SCOTTSDALE FDS | 92206C680 | 625,669 | $76.2M | 14.47% |
| 3 | VANGUARD TAX-MANAGED FDS | 921943858 | 1,110,703 | $69.4M | 13.18% |
| 4 | VANGUARD SCOTTSDALE FDS | 92206C714 | 751,666 | $69.4M | 13.18% |
| 5 | FIDELITY MERRIMACK STR TR | 316188309 | 838,376 | $38.6M | 7.33% |
| 6 | SCHWAB STRATEGIC TR | 808524854 | 1,138,809 | $28.6M | 5.43% |
| 7 | VANGUARD INTL EQUITY INDEX F | 922042858 | 279,237 | $15.0M | 2.85% |
| 8 | SCHWAB STRATEGIC TR | 808524698 | 596,102 | $13.7M | 2.60% |
| 9 | ISHARES TR | 464287473 | 74,805 | $10.6M | 2.00% |
| 10 | ISHARES TR | 464287481 | 76,421 | $10.5M | 1.99% |
| 11 | APPLE INC | AAPL | 38,473 | $10.5M | 1.99% |
| 12 | VANGUARD SCOTTSDALE FDS | 92206C623 | 40,996 | $9.7M | 1.84% |
| 13 | VANGUARD SCOTTSDALE FDS | 92206C649 | 59,170 | $9.5M | 1.80% |
| 14 | PIMCO ETF TR | 72201R833 | 75,182 | $7.5M | 1.43% |
| 15 | VANGUARD INDEX FDS | 922908553 | 78,143 | $6.9M | 1.31% |
| 16 | NURIX THERAPEUTICS INC | NRIX | 228,333 | $4.3M | 0.82% |
| 17 | ISHARES TR | 464287200 | 6,069 | $4.2M | 0.79% |
| 18 | DIMENSIONAL ETF TRUST | 25434V708 | 86,838 | $3.4M | 0.65% |
| 19 | MICROSOFT CORP | MSFT | 6,532 | $3.2M | 0.60% |
| 20 | ISHARES TR | 464287598 | 10,256 | $2.2M | 0.41% |
| 21 | AMAZON COM INC | AMZN | 8,933 | $2.1M | 0.39% |
| 22 | NVIDIA CORPORATION | NVDA | 9,125 | $1.7M | 0.32% |
| 23 | ISHARES TR | 464287226 | 16,877 | $1.7M | 0.32% |
| 24 | ISHARES TR | 464287499 | 17,382 | $1.7M | 0.32% |
| 25 | VANGUARD SCOTTSDALE FDS | 92206C664 | 15,563 | $1.5M | 0.29% |
| 26 | TESLA INC | TSLA | 3,399 | $1.5M | 0.29% |
| 27 | ISHARES TR | 464287614 | 2,972 | $1.4M | 0.27% |
| 28 | MARSH & MCLENNAN COS INC | 571748102 | 6,731 | $1.2M | 0.24% |
| 29 | PIMCO ETF TR | 72201R585 | 43,496 | $1.2M | 0.22% |
| 30 | DIMENSIONAL ETF TRUST | 25434V401 | 14,702 | $1.1M | 0.21% |
| 31 | ACCENTURE PLC IRELAND | ACN | 4,025 | $1.1M | 0.21% |
| 32 | JPMORGAN CHASE & CO. | VYLD | 3,209 | $1.0M | 0.20% |
| 33 | COSTCO WHSL CORP NEW | 22160K105 | 1,192 | $1.0M | 0.20% |
| 34 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,899 | $954,532 | 0.18% |
| 35 | ALPHABET INC | GOOG | 2,931 | $919,885 | 0.17% |
| 36 | VANGUARD INDEX FDS | 922908769 | 2,640 | $885,196 | 0.17% |
| 37 | CATERPILLAR INC | CAT | 1,436 | $822,641 | 0.16% |
| 38 | CHEVRON CORP NEW | CVX | 5,330 | $812,370 | 0.15% |
| 39 | SCHWAB STRATEGIC TR | 808524201 | 28,492 | $766,720 | 0.15% |
| 40 | DIMENSIONAL ETF TRUST | 25434V724 | 15,726 | $732,674 | 0.14% |
| 41 | INVESCO QQQ TR | IVZ | 1,023 | $628,712 | 0.12% |
| 42 | WESTERN ALLIANCE BANCORP | WAL-PA | 7,039 | $591,769 | 0.11% |
| 43 | ALPHABET INC | GOOG | 1,738 | $544,060 | 0.10% |
| 44 | ISHARES TR | 464287465 | 5,622 | $539,842 | 0.10% |
| 45 | VISA INC | V | 1,539 | $539,772 | 0.10% |
| 46 | SPDR S&P 500 ETF TR | SPY | 774 | $527,963 | 0.10% |
| 47 | META PLATFORMS INC | META | 764 | $504,309 | 0.10% |
| 48 | ABBVIE INC | ABBV | 2,123 | $485,084 | 0.09% |
| 49 | UNITED PARCEL SERVICE INC | UPS | 4,466 | $442,974 | 0.08% |
| 50 | PARKER-HANNIFIN CORP | PH | 475 | $417,506 | 0.08% |
| 51 | PROCTER AND GAMBLE CO | 742718109 | 2,856 | $409,339 | 0.08% |
| 52 | DANAHER CORPORATION | 235851102 | 1,736 | $397,405 | 0.08% |
| 53 | PG&E CORP | PCG-PX | 24,689 | $396,756 | 0.08% |
| 54 | BROADCOM INC | AVGO | 1,128 | $390,401 | 0.07% |
| 55 | CISCO SYS INC | CSCO | 4,995 | $384,765 | 0.07% |
| 56 | ISHARES TR | 464288661 | 3,099 | $369,866 | 0.07% |
| 57 | EXXON MOBIL CORP | XOM | 2,916 | $350,867 | 0.07% |
| 58 | SPDR GOLD TR | GLD | 856 | $339,241 | 0.06% |
| 59 | THERMO FISHER SCIENTIFIC INC | TMO | 545 | $315,800 | 0.06% |
| 60 | VISTRA CORP | VST | 1,936 | $312,335 | 0.06% |
| 61 | SCHWAB CHARLES CORP | SCHW-PJ | 3,069 | $306,624 | 0.06% |
| 62 | SRH TOTAL RETURN FUND INC | STEW | 16,168 | $299,755 | 0.06% |
| 63 | ISHARES TR | 464287507 | 4,396 | $290,163 | 0.06% |
| 64 | FAIR ISAAC CORP | FICO | 164 | $277,262 | 0.05% |
| 65 | VANGUARD WHITEHALL FDS | 921946406 | 1,914 | $274,697 | 0.05% |
| 66 | JOHNSON & JOHNSON | JNJ | 1,302 | $269,449 | 0.05% |
| 67 | ADVANCED MICRO DEVICES INC | AMD | 1,232 | $263,845 | 0.05% |
| 68 | SPDR SERIES TRUST | 78464A763 | 1,822 | $253,550 | 0.05% |
| 69 | QUALCOMM INC | QCOM | 1,475 | $252,321 | 0.05% |
| 70 | ISHARES GOLD TR | IAU | 3,044 | $247,081 | 0.05% |
| 71 | ORACLE CORP | ORCL-PD | 1,189 | $231,748 | 0.04% |
| 72 | GE VERNOVA INC | GEV | 354 | $231,364 | 0.04% |
| 73 | ISHARES U S ETF TR | 46431W507 | 4,478 | $228,826 | 0.04% |
| 74 | GE AEROSPACE | 369604301 | 716 | $220,675 | 0.04% |
| 75 | PALANTIR TECHNOLOGIES INC | PLTR | 1,212 | $215,433 | 0.04% |
| 76 | MAZE THERAPEUTICS INC | MAZE | 5,186 | $214,856 | 0.04% |
| 77 | ISHARES SILVER TR | SLV | 3,302 | $212,715 | 0.04% |
| 78 | AMERICAN EXPRESS CO | AXP | 565 | $209,022 | 0.04% |
| 79 | ABBOTT LABS | ABLZF | 1,653 | $207,053 | 0.04% |
| 80 | INVESCO CALIF VALUE MUN INCO | IVZ | 11,925 | $132,725 | 0.03% |
| 81 | CYTOMX THERAPEUTICS INC | CTMX | 17,082 | $72,769 | 0.01% |