WestHill Financial Advisors, Inc.

Name: WestHill Financial Advisors, Inc. 13F holdings, Q4 2024
Creator: WestHill Financial Advisors, Inc.
Published: 2025-01-31

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 31, 2025), WestHill Financial Advisors, Inc. reported 78 stock positions worth $446.4 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 18.8% of the portfolio, followed by Vanguard Russell 1000 Growth (VONG, 15.6%) and Vanguard Russell 1000 Value (VONV, 13.0%). Compared with Q3 2024, it opened 5 new positions, sold out of 2, added to 24 and reduced 26. The biggest buy was Vanguard Russell 1000 Growth (VONG, shares +1%) and the biggest sale Schwab Intermediate-Term US (SCHR, shares −3%).

Most Recent 13F: Q2 2026
Location: San Rafael, CA
CIK: 0001759641
Portfolio Value: $446.4M (Q4 2024)
SEC Filing: 0001667731-25-000194 ↗ filed Jan 31, 2025

Holdings Value

Holdings 78 stocks · $446.4M


VOO Vanguard S&P 500 ETF	18.81%	155,827	$84.0M	Add +1.6%
VONG Vanguard Russell 1000 Growth	15.62%	675,037	$69.7M	Add +0.5%
VONV Vanguard Russell 1000 Value	13.00%	714,032	$58.0M	Add +2.2%
VEA Vanguard Ftse Developed ETF	11.47%	1,071,219	$51.2M	Add +2.9%
FBND Fidelity Total Bond ETF	6.86%	682,918	$30.6M	Add +3.1%
SCHR Schwab Intermediate-Term US	5.23%	960,723	$23.3M	Reduce -2.8%
VWO Vanguard Ftse Emerging Marke	2.65%	268,894	$11.8M	Add +1.1%
AAPL Apple Inc.	2.63%	46,834	$11.7M	Reduce -0.7%
SCHI Schwab 5-10 Year Corporate B	2.44%	493,032	$10.9M	Reduce -3.5%
IWP iShares Russell Mid-Cap Grow	2.27%	79,774	$10.1M	Add +1.0%
IWS iShares Russell Mid-Cap Valu	2.02%	69,803	$9.0M	Add +2.4%
VTWG Vanguard Russell 2000 Growth	1.89%	40,131	$8.4M	Add +1.6%
VTWV Vanguard Russell 2000 Value	1.79%	55,340	$8.0M	Add +2.3%
MINT PIMCO Enhanced Short Maturit	1.44%	64,049	$6.4M	Reduce -1.0%
VNQ Vanguard Real Estate ETF	1.33%	66,648	$5.9M	Add +1.9%
NRIX Nurix Therapeutics Inc.	0.96%	228,333	$4.3M	Reduce -4.2%
IVV iShares Core S&P 500 ETF	0.82%	6,185	$3.6M	Reduce -7.0%
DFAC Dimensional US Core Equity 2	0.68%	87,118	$3.0M	No change
MSFT Microsoft Corp.	0.64%	6,801	$2.9M	Reduce -1.4%
AMZN Amazon.com Inc.	0.44%	8,944	$2.0M	No change
IWD iShares Russell 1000 Value E	0.44%	10,520	$1.9M	Reduce -3.6%
ACN Accenture PLC Class A	0.37%	4,681	$1.6M	Reduce -0.7%
AGG iShares Core U.S. Aggregate	0.35%	15,968	$1.5M	Add +3.2%
IWR iShares Russell Mid-Cap ETF	0.31%	15,634	$1.4M	Add +0.1%
COST Costco Wholesale Corp.	0.29%	1,433	$1.3M	Reduce -0.1%
NVDA Nvidia Corp.	0.28%	9,355	$1.3M	Reduce -1.4%
VTWO Vanguard Russell 2000 ETF	0.28%	13,904	$1.2M	Reduce -0.2%
IWF iShares Russell 1000 Growth	0.27%	3,043	$1.2M	Reduce -15.8%
PYLD PIMCO Multisector Bond Actv	0.23%	39,137	$1.0M	Add +1.6%
DFUS Dimensional US Eq MKT ETF	0.21%	14,870	$948K	No change
BRK.B Berkshire Hathaway Inc. Class B	0.19%	1,894	$859K	No change
CVX Chevron Corp.	0.18%	5,535	$802K	Reduce -4.9%
JPM JPMorgan Chase & Co.	0.17%	3,184	$763K	Add +0.1%
SCHX Schwab US Large-Cap ETF	0.15%	28,386	$658K	No change
DFUV Dimensional US Marketwide Va	0.14%	15,726	$644K	No change
QQQ Invesco QQQ Trust Series 1	0.14%	1,256	$642K	No change
WAL Western Alliance Bancorp	0.14%	7,289	$609K	No change
UPS United Parcel Service Class B	0.13%	4,455	$562K	Add +0.0%
PG The Procter & Gamble Co.	0.12%	3,272	$549K	Add +3.3%
ABBV Abbvie Inc.	0.12%	2,942	$523K	Add +6.4%
PCG P G & E Corp.	0.11%	25,362	$512K	No change
CAT Caterpillar Inc.	0.11%	1,386	$503K	No change
GOOG Alphabet Inc. Class C	0.11%	2,561	$488K	No change
SPY SS SPDR S&P 500 ETF Trust-US	0.11%	802	$470K	Reduce -0.4%
MRSH Marsh & McLennan Cos	0.10%	2,142	$455K	No change
V Visa Inc. Class A	0.10%	1,403	$443K	Reduce -3.3%
EFA iShares MSCI Eafe ETF	0.10%	5,683	$430K	Add +0.2%
META Meta Platforms Inc. Class A	0.09%	699	$409K	Reduce -0.7%
DHR Danaher Corp.	0.09%	1,753	$402K	No change
VTI VG Morningstar TS MKT ETF-US	0.08%	1,286	$373K	Reduce -1.0%
GOOGL Alphabet Inc. Class A	0.08%	1,899	$359K	No change
TMO Thermo Fisher Scientific Inc.	0.08%	657	$342K	Reduce -1.5%
IEI iShares 3-7 Year Treasury Bo	0.08%	2,905	$336K	Add +6.2%
FICO Fair Isaac Corp.	0.07%	164	$327K	Reduce -1.2%
XOM Exxon Mobil Corp.	0.07%	2,978	$320K	Reduce -2.2%
TSLA Tesla Inc.	0.06%	698	$282K	New
AMD Advanced Micro Devices	0.06%	2,305	$278K	Reduce -1.1%
LLY Eli Lilly & Co.	0.06%	359	$277K	Reduce -2.7%
PH Parker Hannifin Corp.	0.06%	433	$275K	No change
CSCO Cisco Systems Inc.	0.06%	4,553	$270K	Add +9.0%
VST Vistra Corp.	0.06%	1,925	$265K	No change
IJH iShares Core S&P Midcap ETF	0.06%	4,197	$261K	Add +0.1%
STEW SRH Total Return Fund Inc.	0.06%	16,168	$259K	No change
JNJ Johnson & Johnson	0.06%	1,713	$248K	Reduce -23.6%
SDY SS SPDR S&P Dividend ETF	0.05%	1,822	$241K	No change
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.05%	2,159	$240K	New
UNH Unitedhealth Group Inc.	0.05%	473	$239K	Reduce -2.5%
QCOM Qualcomm Inc.	0.05%	1,493	$229K	No change
NEAR iShares SH Dba ETF Usd Inc.	0.05%	4,377	$221K	Add +2.3%
AXP American Express Co.	0.05%	723	$215K	New
ABT Abbott Laboratories	0.05%	1,886	$213K	New
VZ Verizon Communications Inc.	0.05%	5,248	$210K	Add +1.9%
ORCL Oracle Corp.	0.05%	1,239	$206K	No change
HD Home Depot Inc.	0.05%	529	$206K	Reduce -11.4%
DFAT Dimensional US Target Value	0.04%	3,607	$201K	New
VCV Invesco Ca Val Muni Inc. TR	0.03%	11,925	$130K	No change
GGN Gamco GLBL Gold NTRL Res Inc.	0.01%	12,100	$46K	No change
CTMX Cytomx Therapeutics Inc.	0.00%	17,082	$18K	No change

Portfolio Sells Q3 2024 → Q4 2024


SCHR Schwab Intermediate-Term US	Reduce -2.8%	5.23%	−0.38
NRIX Nurix Therapeutics Inc.	Reduce -4.2%	0.96%	−0.24
SCHI Schwab 5-10 Year Corporate B	Reduce -3.5%	2.44%	−0.21
MRK Merck & Co. Inc.	Sold out	0.00%	−0.06
IVV iShares Core S&P 500 ETF	Reduce -7.0%	0.82%	−0.04
NKE Nike Inc. Class B	Sold out	0.00%	−0.04
IWF iShares Russell 1000 Growth	Reduce -15.8%	0.27%	−0.03
IWD iShares Russell 1000 Value E	Reduce -3.6%	0.44%	−0.03
JNJ Johnson & Johnson	Reduce -23.6%	0.06%	−0.03
AMD Advanced Micro Devices	Reduce -1.1%	0.06%	−0.02
MSFT Microsoft Corp.	Reduce -1.4%	0.64%	−0.02
MINT PIMCO Enhanced Short Maturit	Reduce -1.0%	1.44%	−0.02
TMO Thermo Fisher Scientific Inc.	Reduce -1.5%	0.08%	−0.02
CVX Chevron Corp.	Reduce -4.9%	0.18%	−0.01
LLY Eli Lilly & Co.	Reduce -2.7%	0.06%	−0.01
UNH Unitedhealth Group Inc.	Reduce -2.5%	0.05%	−0.01
XOM Exxon Mobil Corp.	Reduce -2.2%	0.07%	−0.01
HD Home Depot Inc.	Reduce -11.4%	0.05%	−0.01
ACN Accenture PLC Class A	Reduce -0.7%	0.37%	−0.00
VTWO Vanguard Russell 2000 ETF	Reduce -0.2%	0.28%	−0.00
FICO Fair Isaac Corp.	Reduce -1.2%	0.07%	+0.00
VTI VG Morningstar TS MKT ETF-US	Reduce -1.0%	0.08%	+0.00
META Meta Platforms Inc. Class A	Reduce -0.7%	0.09%	+0.00
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -0.4%	0.11%	+0.00
COST Costco Wholesale Corp.	Reduce -0.1%	0.29%	+0.01
V Visa Inc. Class A	Reduce -3.3%	0.10%	+0.01
NVDA Nvidia Corp.	Reduce -1.4%	0.28%	+0.02
AAPL Apple Inc.	Reduce -0.7%	2.63%	+0.16

Portfolio Buys Q3 2024 → Q4 2024


VONG Vanguard Russell 1000 Growth	Add +0.5%	15.62%	+1.08
VOO Vanguard S&P 500 ETF	Add +1.6%	18.81%	+0.65
IWP iShares Russell Mid-Cap Grow	Add +1.0%	2.27%	+0.19
TSLA Tesla Inc.	New	0.06%	+0.06
DIS The Walt Disney Co.	New	0.05%	+0.05
VTWG Vanguard Russell 2000 Growth	Add +1.6%	1.89%	+0.05
AXP American Express Co.	New	0.05%	+0.05
ABT Abbott Laboratories	New	0.05%	+0.05
DFAT Dimensional US Target Value	New	0.04%	+0.04
JPM JPMorgan Chase & Co.	Add +0.1%	0.17%	+0.02
CSCO Cisco Systems Inc.	Add +9.0%	0.06%	+0.01
VTWV Vanguard Russell 2000 Value	Add +2.3%	1.79%	+0.01
IEI iShares 3-7 Year Treasury Bo	Add +6.2%	0.08%	+0.00
IWR iShares Russell Mid-Cap ETF	Add +0.1%	0.31%	+0.00
NEAR iShares SH Dba ETF Usd Inc.	Add +2.3%	0.05%	+0.00
IJH iShares Core S&P Midcap ETF	Add +0.1%	0.06%	0.00
PG The Procter & Gamble Co.	Add +3.3%	0.12%	−0.00
IWS iShares Russell Mid-Cap Valu	Add +2.4%	2.02%	−0.00
PYLD PIMCO Multisector Bond Actv	Add +1.6%	0.23%	−0.00
VZ Verizon Communications Inc.	Add +1.9%	0.05%	−0.00
AGG iShares Core U.S. Aggregate	Add +3.2%	0.35%	−0.01
ABBV Abbvie Inc.	Add +6.4%	0.12%	−0.01
EFA iShares MSCI Eafe ETF	Add +0.2%	0.10%	−0.01
UPS United Parcel Service Class B	Add +0.0%	0.13%	−0.01
VONV Vanguard Russell 1000 Value	Add +2.2%	13.00%	−0.06
FBND Fidelity Total Bond ETF	Add +3.1%	6.86%	−0.08
VNQ Vanguard Real Estate ETF	Add +1.9%	1.33%	−0.10
VWO Vanguard Ftse Emerging Marke	Add +1.1%	2.65%	−0.20
VEA Vanguard Ftse Developed ETF	Add +2.9%	11.47%	−0.86

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	82	$587.3M	VOO, VONG, VONV, VEA, FBND
Q1 2026	76	$523.0M	VOO, VONG, VONV, VEA, FBND
Q4 2025	81	$526.4M	VOO, VONG, VEA, VONV, FBND
Q3 2025	78	$510.3M	VOO, VONG, VONV, VEA, FBND
Q2 2025	72	$471.4M	VOO, VONG, VEA, VONV, FBND
Q1 2025	73	$437.1M	VOO, VONG, VONV, VEA, FBND
Q4 2024	78	$446.4M	VOO, VONG, VONV, VEA, FBND
Q3 2024	75	$445.8M	VOO, VONG, VONV, VEA, FBND
Q2 2024	70	$412.1M	VOO, VONG, VONV, VEA, FBND
Q1 2024	76	$406.6M	VOO, VONG, VONV, VEA, FBND