WestHill Financial Advisors, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 21, 2025), WestHill Financial Advisors, Inc. reported 73 stock positions worth $437.1 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 17.8% of the portfolio, followed by Vanguard Russell 1000 Growth (VONG, 13.7%) and Vanguard Russell 1000 Value (VONV, 13.6%). Compared with Q4 2024, it opened 3 new positions, sold out of 8, added to 23 and reduced 31. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +5%) and the biggest sale Vanguard Russell 1000 Growth (VONG, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- San Rafael, CA
- CIK
- 0001759641
- Portfolio Value
- $437.1M (Q1 2025)
- SEC Filing
- 0001667731-25-000467 ↗ filed Apr 21, 2025
Holdings Value
Holdings 73 stocks · $437.1M
| VOO Vanguard S&P 500 ETF | 17.82% | 151,583 | $77.9M | Reduce -2.7% |
| VONG Vanguard Russell 1000 Growth | 13.68% | 644,601 | $59.8M | Reduce -4.5% |
| VONV Vanguard Russell 1000 Value | 13.59% | 719,410 | $59.4M | Add +0.8% |
| VEA Vanguard Ftse Developed ETF | 13.09% | 1,125,888 | $57.2M | Add +5.1% |
| FBND Fidelity Total Bond ETF | 7.74% | 741,126 | $33.8M | Add +8.5% |
| SCHR Schwab Intermediate-Term US | 5.98% | 1,052,085 | $26.2M | Add +9.5% |
| VWO Vanguard Ftse Emerging Marke | 2.91% | 281,165 | $12.7M | Add +4.6% |
| SCHI Schwab 5-10 Year Corporate B | 2.85% | 554,891 | $12.5M | Add +12.6% |
| AAPL Apple Inc. | 2.27% | 44,645 | $9.9M | Reduce -4.7% |
| IWS iShares Russell Mid-Cap Valu | 2.05% | 71,119 | $9.0M | Add +1.9% |
| IWP iShares Russell Mid-Cap Grow | 2.00% | 74,236 | $8.7M | Reduce -6.9% |
| VTWV Vanguard Russell 2000 Value | 1.74% | 57,106 | $7.6M | Add +3.2% |
| VTWG Vanguard Russell 2000 Growth | 1.70% | 39,799 | $7.4M | Reduce -0.8% |
| MINT PIMCO Enhanced Short Maturit | 1.53% | 66,315 | $6.7M | Add +3.5% |
| VNQ Vanguard Real Estate ETF | 1.50% | 72,486 | $6.6M | Add +8.8% |
| IVV iShares Core S&P 500 ETF | 0.79% | 6,141 | $3.5M | Reduce -0.7% |
| DFAC Dimensional US Core Equity 2 | 0.66% | 86,838 | $2.9M | Reduce -0.3% |
| NRIX Nurix Therapeutics Inc. | 0.62% | 228,333 | $2.7M | No change |
| MSFT Microsoft Corp. | 0.54% | 6,290 | $2.4M | Reduce -7.5% |
| IWD iShares Russell 1000 Value E | 0.45% | 10,408 | $2.0M | Reduce -1.1% |
| AMZN Amazon.com Inc. | 0.39% | 8,929 | $1.7M | Reduce -0.2% |
| AGG iShares Core U.S. Aggregate | 0.34% | 14,931 | $1.5M | Reduce -6.5% |
| IWR iShares Russell Mid-Cap ETF | 0.30% | 15,496 | $1.3M | Reduce -0.9% |
| COST Costco Wholesale Corp. | 0.29% | 1,343 | $1.3M | Reduce -6.3% |
| ACN Accenture PLC Class A | 0.28% | 3,919 | $1.2M | Reduce -16.3% |
| VTWO Vanguard Russell 2000 ETF | 0.26% | 13,973 | $1.1M | Add +0.5% |
| IWF iShares Russell 1000 Growth | 0.25% | 3,013 | $1.1M | Reduce -1.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.24% | 1,952 | $1.0M | Add +3.1% |
| NVDA Nvidia Corp. | 0.24% | 9,523 | $1.0M | Add +1.8% |
| PYLD PIMCO Multisector Bond Actv | 0.23% | 38,748 | $1.0M | Reduce -1.0% |
| DFUS Dimensional US Eq MKT ETF | 0.20% | 14,717 | $890K | Reduce -1.0% |
| CVX Chevron Corp. | 0.20% | 5,312 | $889K | Reduce -4.0% |
| JPM JPMorgan Chase & Co. | 0.18% | 3,185 | $781K | Add +0.0% |
| DFUV Dimensional US Marketwide Va | 0.15% | 15,726 | $648K | No change |
| SCHX Schwab US Large-Cap ETF | 0.14% | 28,386 | $627K | No change |
| WAL Western Alliance Bancorp | 0.13% | 7,289 | $560K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.12% | 1,146 | $538K | Reduce -8.8% |
| MRSH Marsh & McLennan Cos | 0.12% | 2,132 | $520K | Reduce -0.5% |
| PG The Procter & Gamble Co. | 0.11% | 2,881 | $491K | Reduce -11.9% |
| UPS United Parcel Service Class B | 0.11% | 4,457 | $490K | Add +0.0% |
| V Visa Inc. Class A | 0.11% | 1,397 | $489K | Reduce -0.4% |
| ABBV Abbvie Inc. | 0.11% | 2,308 | $484K | Reduce -21.6% |
| EFA iShares MSCI Eafe ETF | 0.11% | 5,917 | $484K | Add +4.1% |
| PCG P G & E Corp. | 0.10% | 25,362 | $436K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.10% | 768 | $430K | Reduce -4.2% |
| GOOG Alphabet Inc. Class C | 0.09% | 2,617 | $409K | Add +2.2% |
| META Meta Platforms Inc. Class A | 0.09% | 708 | $408K | Add +1.3% |
| CAT Caterpillar Inc. | 0.09% | 1,232 | $406K | Reduce -11.1% |
| IEI iShares 3-7 Year Treasury Bo | 0.08% | 3,054 | $361K | Add +5.1% |
| DHR Danaher Corp. | 0.08% | 1,753 | $359K | No change |
| XOM Exxon Mobil Corp. | 0.08% | 3,020 | $359K | Add +1.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.08% | 1,262 | $347K | Reduce -1.9% |
| TMO Thermo Fisher Scientific Inc. | 0.07% | 657 | $327K | No change |
| FICO Fair Isaac Corp. | 0.07% | 164 | $302K | No change |
| GOOGL Alphabet Inc. Class A | 0.07% | 1,874 | $290K | Reduce -1.3% |
| CSCO Cisco Systems Inc. | 0.06% | 4,553 | $281K | No change |
| STEW SRH Total Return Fund Inc. | 0.06% | 16,168 | $279K | No change |
| PH Parker Hannifin Corp. | 0.06% | 433 | $263K | No change |
| UNH Unitedhealth Group Inc. | 0.06% | 485 | $254K | Add +2.5% |
| SDY SS SPDR S&P Dividend ETF | 0.06% | 1,822 | $247K | No change |
| VYM Vanguard High DVD Yield ETF | 0.06% | 1,914 | $247K | New |
| IJH iShares Core S&P Midcap ETF | 0.06% | 4,200 | $245K | Add +0.1% |
| JNJ Johnson & Johnson | 0.06% | 1,463 | $243K | Reduce -14.6% |
| AMD Advanced Micro Devices | 0.05% | 2,255 | $232K | Reduce -2.2% |
| QCOM Qualcomm Inc. | 0.05% | 1,493 | $229K | No change |
| ABT Abbott Laboratories | 0.05% | 1,705 | $226K | Reduce -9.6% |
| VST Vistra Corp. | 0.05% | 1,925 | $226K | No change |
| NEAR iShares SH Dba ETF Usd Inc. | 0.05% | 4,367 | $222K | Reduce -0.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 2,183 | $215K | Add +1.1% |
| GLD SPDR Gold Shares | 0.05% | 733 | $211K | New |
| VCV Invesco Ca Val Muni Inc. TR | 0.03% | 11,925 | $127K | No change |
| QSI Quantum-Si Inc. | 0.01% | 21,727 | $26K | New |
| CTMX Cytomx Therapeutics Inc. | 0.00% | 17,082 | $11K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| VONG Vanguard Russell 1000 Growth | Reduce -4.5% | 13.68% | −1.94 |
| VOO Vanguard S&P 500 ETF | Reduce -2.7% | 17.82% | −0.99 |
| AAPL Apple Inc. | Reduce -4.7% | 2.27% | −0.36 |
| IWP iShares Russell Mid-Cap Grow | Reduce -6.9% | 2.00% | −0.27 |
| VTWG Vanguard Russell 2000 Growth | Reduce -0.8% | 1.70% | −0.19 |
| MSFT Microsoft Corp. | Reduce -7.5% | 0.54% | −0.10 |
| ACN Accenture PLC Class A | Reduce -16.3% | 0.28% | −0.09 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.06 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.06 |
| AMZN Amazon.com Inc. | Reduce -0.2% | 0.39% | −0.05 |
| AXP American Express Co. | Sold out | 0.00% | −0.05 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.05 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.05 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.05 |
| DFAT Dimensional US Target Value | Sold out | 0.00% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -0.7% | 0.79% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -1.0% | 0.25% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -8.8% | 0.12% | −0.02 |
| CAT Caterpillar Inc. | Reduce -11.1% | 0.09% | −0.02 |
| DFAC Dimensional US Core Equity 2 | Reduce -0.3% | 0.66% | −0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -1.3% | 0.07% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -11.9% | 0.11% | −0.01 |
| GGN Gamco GLBL Gold NTRL Res Inc. | Sold out | 0.00% | −0.01 |
| AMD Advanced Micro Devices | Reduce -2.2% | 0.05% | −0.01 |
| DFUS Dimensional US Eq MKT ETF | Reduce -1.0% | 0.20% | −0.01 |
| AGG iShares Core U.S. Aggregate | Reduce -6.5% | 0.34% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -0.9% | 0.30% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.2% | 0.10% | −0.01 |
| ABBV Abbvie Inc. | Reduce -21.6% | 0.11% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.9% | 0.08% | −0.00 |
| COST Costco Wholesale Corp. | Reduce -6.3% | 0.29% | −0.00 |
| JNJ Johnson & Johnson | Reduce -14.6% | 0.06% | 0.00 |
| NEAR iShares SH Dba ETF Usd Inc. | Reduce -0.2% | 0.05% | +0.00 |
| ABT Abbott Laboratories | Reduce -9.6% | 0.05% | +0.00 |
| PYLD PIMCO Multisector Bond Actv | Reduce -1.0% | 0.23% | +0.01 |
| IWD iShares Russell 1000 Value E | Reduce -1.1% | 0.45% | +0.01 |
| V Visa Inc. Class A | Reduce -0.4% | 0.11% | +0.01 |
| MRSH Marsh & McLennan Cos | Reduce -0.5% | 0.12% | +0.02 |
| CVX Chevron Corp. | Reduce -4.0% | 0.20% | +0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| VEA Vanguard Ftse Developed ETF | Add +5.1% | 13.09% | +1.62 |
| FBND Fidelity Total Bond ETF | Add +8.5% | 7.74% | +0.88 |
| SCHR Schwab Intermediate-Term US | Add +9.5% | 5.98% | +0.76 |
| VONV Vanguard Russell 1000 Value | Add +0.8% | 13.59% | +0.59 |
| SCHI Schwab 5-10 Year Corporate B | Add +12.6% | 2.85% | +0.41 |
| VWO Vanguard Ftse Emerging Marke | Add +4.6% | 2.91% | +0.26 |
| VNQ Vanguard Real Estate ETF | Add +8.8% | 1.50% | +0.17 |
| MINT PIMCO Enhanced Short Maturit | Add +3.5% | 1.53% | +0.09 |
| VYM Vanguard High DVD Yield ETF | New | 0.06% | +0.06 |
| GLD SPDR Gold Shares | New | 0.05% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.1% | 0.24% | +0.05 |
| IWS iShares Russell Mid-Cap Valu | Add +1.9% | 2.05% | +0.03 |
| EFA iShares MSCI Eafe ETF | Add +4.1% | 0.11% | +0.01 |
| XOM Exxon Mobil Corp. | Add +1.4% | 0.08% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +0.0% | 0.18% | +0.01 |
| IEI iShares 3-7 Year Treasury Bo | Add +5.1% | 0.08% | +0.01 |
| QSI Quantum-Si Inc. | New | 0.01% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +2.5% | 0.06% | +0.00 |
| META Meta Platforms Inc. Class A | Add +1.3% | 0.09% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Add +0.1% | 0.06% | −0.00 |
| DIS The Walt Disney Co. | Add +1.1% | 0.05% | −0.00 |
| UPS United Parcel Service Class B | Add +0.0% | 0.11% | −0.01 |
| GOOG Alphabet Inc. Class C | Add +2.2% | 0.09% | −0.02 |
| VTWO Vanguard Russell 2000 ETF | Add +0.5% | 0.26% | −0.02 |
| NVDA Nvidia Corp. | Add +1.8% | 0.24% | −0.05 |
| VTWV Vanguard Russell 2000 Value | Add +3.2% | 1.74% | −0.05 |
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 |