WestHill Financial Advisors, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 9, 2025), WestHill Financial Advisors, Inc. reported 72 stock positions worth $471.4 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 18.2% of the portfolio, followed by Vanguard Russell 1000 Growth (VONG, 14.7%) and Vanguard Ftse Developed ETF (VEA, 13.6%). Compared with Q1 2025, it opened 2 new positions, sold out of 3, added to 29 and reduced 22. The biggest buy was iShares Russell Mid-Cap Grow (IWP, shares +0%) and the biggest sale Vanguard Russell 1000 Value (VONV, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- San Rafael, CA
- CIK
- 0001759641
- Portfolio Value
- $471.4M (Q2 2025)
- SEC Filing
- 0001667731-25-000752 ↗ filed Jul 9, 2025
Holdings Value
Holdings 72 stocks · $471.4M
| VOO Vanguard S&P 500 ETF | 18.18% | 150,902 | $85.7M | Reduce -0.5% |
| VONG Vanguard Russell 1000 Growth | 14.73% | 636,092 | $69.5M | Reduce -1.3% |
| VEA Vanguard Ftse Developed ETF | 13.58% | 1,123,325 | $64.0M | Reduce -0.2% |
| VONV Vanguard Russell 1000 Value | 12.97% | 717,630 | $61.1M | Reduce -0.3% |
| FBND Fidelity Total Bond ETF | 7.24% | 746,164 | $34.1M | Add +0.7% |
| SCHR Schwab Intermediate-Term US | 5.63% | 1,061,132 | $26.6M | Add +0.9% |
| VWO Vanguard Ftse Emerging Marke | 2.95% | 281,298 | $13.9M | Add +0.1% |
| SCHI Schwab 5-10 Year Corporate B | 2.68% | 556,055 | $12.7M | Add +0.2% |
| IWP iShares Russell Mid-Cap Grow | 2.19% | 74,334 | $10.3M | Add +0.1% |
| IWS iShares Russell Mid-Cap Valu | 2.00% | 71,318 | $9.4M | Add +0.3% |
| AAPL Apple Inc. | 1.92% | 44,127 | $9.1M | Reduce -1.2% |
| VTWG Vanguard Russell 2000 Growth | 1.76% | 39,883 | $8.3M | Add +0.2% |
| VTWV Vanguard Russell 2000 Value | 1.69% | 57,184 | $8.0M | Add +0.1% |
| MINT PIMCO Enhanced Short Maturit | 1.49% | 69,830 | $7.0M | Add +5.3% |
| VNQ Vanguard Real Estate ETF | 1.37% | 72,336 | $6.4M | Reduce -0.2% |
| IVV iShares Core S&P 500 ETF | 0.81% | 6,137 | $3.8M | Reduce -0.1% |
| MSFT Microsoft Corp. | 0.66% | 6,301 | $3.1M | Add +0.2% |
| DFAC Dimensional US Core Equity 2 | 0.66% | 86,838 | $3.1M | No change |
| NRIX Nurix Therapeutics Inc. | 0.55% | 228,333 | $2.6M | No change |
| IWD iShares Russell 1000 Value E | 0.43% | 10,326 | $2.0M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 0.42% | 9,058 | $2.0M | Add +1.4% |
| NVDA Nvidia Corp. | 0.33% | 9,951 | $1.6M | Add +4.5% |
| AGG iShares Core U.S. Aggregate | 0.32% | 15,342 | $1.5M | Add +2.8% |
| IWR iShares Russell Mid-Cap ETF | 0.31% | 15,912 | $1.5M | Add +2.7% |
| COST Costco Wholesale Corp. | 0.28% | 1,342 | $1.3M | Reduce -0.1% |
| IWF iShares Russell 1000 Growth | 0.27% | 3,004 | $1.3M | Reduce -0.3% |
| VTWO Vanguard Russell 2000 ETF | 0.27% | 14,529 | $1.3M | Add +4.0% |
| ACN Accenture PLC Class A | 0.25% | 3,912 | $1.2M | Reduce -0.2% |
| PYLD PIMCO Multisector Bond Actv | 0.22% | 39,556 | $1.0M | Add +2.1% |
| DFUS Dimensional US Eq MKT ETF | 0.21% | 14,717 | $986K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 2,002 | $973K | Add +2.6% |
| JPM JPMorgan Chase & Co. | 0.20% | 3,216 | $932K | Add +1.0% |
| CVX Chevron Corp. | 0.16% | 5,336 | $764K | Add +0.5% |
| SCHX Schwab US Large-Cap ETF | 0.15% | 29,455 | $720K | Add +3.8% |
| DFUV Dimensional US Marketwide Va | 0.14% | 15,726 | $665K | No change |
| GOOG Alphabet Inc. Class C | 0.14% | 3,641 | $646K | Add +39.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 1,148 | $634K | Add +0.2% |
| WAL Western Alliance Bancorp | 0.12% | 7,289 | $568K | No change |
| V Visa Inc. Class A | 0.11% | 1,518 | $539K | Add +8.7% |
| META Meta Platforms Inc. Class A | 0.11% | 710 | $524K | Add +0.3% |
| EFA iShares MSCI Eafe ETF | 0.11% | 5,841 | $522K | Reduce -1.3% |
| CAT Caterpillar Inc. | 0.10% | 1,232 | $478K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.10% | 766 | $473K | Reduce -0.3% |
| MRSH Marsh & McLennan Cos | 0.10% | 2,132 | $466K | No change |
| PG The Procter & Gamble Co. | 0.10% | 2,877 | $458K | Reduce -0.1% |
| UPS United Parcel Service Class B | 0.10% | 4,460 | $450K | Add +0.1% |
| ABBV Abbvie Inc. | 0.09% | 2,226 | $413K | Reduce -3.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.08% | 1,264 | $384K | Add +0.2% |
| VST Vistra Corp. | 0.08% | 1,925 | $373K | No change |
| IEI iShares 3-7 Year Treasury Bo | 0.08% | 3,054 | $364K | No change |
| PCG P G & E Corp. | 0.07% | 25,258 | $352K | Reduce -0.4% |
| DHR Danaher Corp. | 0.07% | 1,736 | $343K | Reduce -1.0% |
| GOOGL Alphabet Inc. Class A | 0.07% | 1,855 | $327K | Reduce -1.0% |
| CSCO Cisco Systems Inc. | 0.07% | 4,620 | $321K | Add +1.5% |
| XOM Exxon Mobil Corp. | 0.07% | 2,917 | $314K | Reduce -3.4% |
| PH Parker Hannifin Corp. | 0.06% | 433 | $302K | No change |
| FICO Fair Isaac Corp. | 0.06% | 164 | $300K | No change |
| STEW SRH Total Return Fund Inc. | 0.06% | 16,168 | $286K | No change |
| IJH iShares Core S&P Midcap ETF | 0.06% | 4,575 | $284K | Add +8.9% |
| TMO Thermo Fisher Scientific Inc. | 0.06% | 656 | $266K | Reduce -0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.06% | 2,133 | $264K | Reduce -2.3% |
| ORCL Oracle Corp. | 0.06% | 1,197 | $262K | New |
| VYM Vanguard High DVD Yield ETF | 0.05% | 1,914 | $255K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.05% | 1,822 | $247K | No change |
| QCOM Qualcomm Inc. | 0.05% | 1,493 | $238K | No change |
| ABT Abbott Laboratories | 0.05% | 1,705 | $232K | No change |
| AVGO Broadcom Inc. | 0.05% | 827 | $228K | New |
| GLD SPDR Gold Shares | 0.05% | 747 | $228K | Add +1.9% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.05% | 4,367 | $223K | No change |
| JNJ Johnson & Johnson | 0.05% | 1,428 | $218K | Reduce -2.4% |
| VCV Invesco Ca Val Muni Inc. TR | 0.03% | 11,925 | $124K | No change |
| CTMX Cytomx Therapeutics Inc. | 0.01% | 17,082 | $39K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| VONV Vanguard Russell 1000 Value | Reduce -0.3% | 12.97% | −0.61 |
| AAPL Apple Inc. | Reduce -1.2% | 1.92% | −0.35 |
| VNQ Vanguard Real Estate ETF | Reduce -0.2% | 1.37% | −0.13 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.06 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.05 |
| ACN Accenture PLC Class A | Reduce -0.2% | 0.25% | −0.03 |
| PCG P G & E Corp. | Reduce -0.4% | 0.07% | −0.03 |
| ABBV Abbvie Inc. | Reduce -3.5% | 0.09% | −0.02 |
| IWD iShares Russell 1000 Value E | Reduce -0.8% | 0.43% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.1% | 0.06% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -3.4% | 0.07% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -0.1% | 0.10% | −0.02 |
| DHR Danaher Corp. | Reduce -1.0% | 0.07% | −0.01 |
| JNJ Johnson & Johnson | Reduce -2.4% | 0.05% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -0.1% | 0.28% | −0.01 |
| QSI Quantum-Si Inc. | Sold out | 0.00% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -1.3% | 0.11% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.3% | 0.10% | +0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -1.0% | 0.07% | +0.00 |
| DIS The Walt Disney Co. | Reduce -2.3% | 0.06% | +0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -0.1% | 0.81% | +0.02 |
| IWF iShares Russell 1000 Growth | Reduce -0.3% | 0.27% | +0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -0.5% | 18.18% | +0.36 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.2% | 13.58% | +0.49 |
| VONG Vanguard Russell 1000 Growth | Reduce -1.3% | 14.73% | +1.05 |
Portfolio Buys Q1 2025 → Q2 2025
| IWP iShares Russell Mid-Cap Grow | Add +0.1% | 2.19% | +0.19 |
| MSFT Microsoft Corp. | Add +0.2% | 0.66% | +0.12 |
| NVDA Nvidia Corp. | Add +4.5% | 0.33% | +0.10 |
| VTWG Vanguard Russell 2000 Growth | Add +0.2% | 1.76% | +0.07 |
| ORCL Oracle Corp. | New | 0.06% | +0.06 |
| AVGO Broadcom Inc. | New | 0.05% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +39.1% | 0.14% | +0.04 |
| VWO Vanguard Ftse Emerging Marke | Add +0.1% | 2.95% | +0.04 |
| AMZN Amazon.com Inc. | Add +1.4% | 0.42% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +1.0% | 0.20% | +0.02 |
| META Meta Platforms Inc. Class A | Add +0.3% | 0.11% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.2% | 0.13% | +0.01 |
| VTWO Vanguard Russell 2000 ETF | Add +4.0% | 0.27% | +0.01 |
| SCHX Schwab US Large-Cap ETF | Add +3.8% | 0.15% | +0.01 |
| IWR iShares Russell Mid-Cap ETF | Add +2.7% | 0.31% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +8.9% | 0.06% | +0.00 |
| CSCO Cisco Systems Inc. | Add +1.5% | 0.07% | +0.00 |
| V Visa Inc. Class A | Add +8.7% | 0.11% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.2% | 0.08% | +0.00 |
| GLD SPDR Gold Shares | Add +1.9% | 0.05% | 0.00 |
| PYLD PIMCO Multisector Bond Actv | Add +2.1% | 0.22% | −0.01 |
| AGG iShares Core U.S. Aggregate | Add +2.8% | 0.32% | −0.02 |
| UPS United Parcel Service Class B | Add +0.1% | 0.10% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.6% | 0.21% | −0.03 |
| MINT PIMCO Enhanced Short Maturit | Add +5.3% | 1.49% | −0.04 |
| CVX Chevron Corp. | Add +0.5% | 0.16% | −0.04 |
| IWS iShares Russell Mid-Cap Valu | Add +0.3% | 2.00% | −0.05 |
| VTWV Vanguard Russell 2000 Value | Add +0.1% | 1.69% | −0.05 |
| SCHI Schwab 5-10 Year Corporate B | Add +0.2% | 2.68% | −0.17 |
| SCHR Schwab Intermediate-Term US | Add +0.9% | 5.63% | −0.35 |
| FBND Fidelity Total Bond ETF | Add +0.7% | 7.24% | −0.50 |
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 |