Institutional Manager · CIK 0001759641
WestHill Financial Advisors, Inc.
SAN RAFAEL, CA · File #028-21038
Latest AUM
$526.4M
Positions
81
Top-10 Concentration
82.5%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202581 pos · $526.4M
- 13F HOLDINGS REPORTQ/E Sep 202578 pos · $510.3M
- 13F HOLDINGS REPORTQ/E Jun 202572 pos · $471.4M
- 13F HOLDINGS REPORTQ/E Mar 202573 pos · $437.1M
- 13F HOLDINGS REPORTQ/E Dec 202478 pos · $446.4M
- 13F HOLDINGS REPORTQ/E Sep 202475 pos · $445.8M
- 13F HOLDINGS REPORTQ/E Jun 202470 pos · $412.1M
- 13F HOLDINGS REPORTQ/E Mar 202476 pos · $406.6M
- 13F HOLDINGS REPORTQ/E Dec 2023116 pos · $342.7M
- 13F HOLDINGS REPORTQ/E Sep 2023110 pos · $353.4M
- 13F HOLDINGS REPORTQ/E Jun 2023113 pos · $334.3M
- 13F HOLDINGS REPORTQ/E Mar 2023118 pos · $312.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 152,088 | $95.4M | 18.42% |
| 2 | VANGUARD SCOTTSDALE FDS | 92206C680 | 625,669 | $76.2M | 14.71% |
| 3 | VANGUARD TAX-MANAGED FDS | 921943858 | 1,110,703 | $69.4M | 13.40% |
| 4 | VANGUARD SCOTTSDALE FDS | 92206C714 | 751,666 | $69.4M | 13.40% |
| 5 | FIDELITY MERRIMACK STR TR | 316188309 | 838,376 | $38.6M | 7.45% |
| 6 | SCHWAB STRATEGIC TR | 808524854 | 1,138,809 | $28.6M | 5.52% |
| 7 | VANGUARD INTL EQUITY INDEX F | 922042858 | 279,237 | $15.0M | 2.90% |
| 8 | SCHWAB STRATEGIC TR | 808524698 | 596,102 | $13.7M | 2.64% |
| 9 | ISHARES TR | 464287473 | 74,805 | $10.6M | 2.04% |
| 10 | ISHARES TR | 464287481 | 76,421 | $10.5M | 2.02% |
| 11 | APPLE INC | AAPL | 38,473 | $10.5M | 2.02% |
| 12 | VANGUARD SCOTTSDALE FDS | 92206C623 | 40,996 | $9.7M | 1.87% |
| 13 | VANGUARD SCOTTSDALE FDS | 92206C649 | 59,170 | $9.5M | 1.83% |
| 14 | PIMCO ETF TR | 72201R833 | 75,182 | $7.5M | 1.46% |
| 15 | VANGUARD INDEX FDS | 922908553 | 78,143 | $6.9M | 1.34% |
| 16 | NURIX THERAPEUTICS INC | NRIX | 228,333 | $4.3M | 0.84% |
| 17 | ISHARES TR | 464287200 | 6,069 | $4.2M | 0.80% |
| 18 | DIMENSIONAL ETF TRUST | 25434V708 | 86,838 | $3.4M | 0.66% |
| 19 | MICROSOFT CORP | MSFT | 6,532 | $3.2M | 0.61% |
| 20 | ISHARES TR | 464287598 | 10,256 | $2.2M | 0.42% |