WestHill Financial Advisors, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 21, 2026), WestHill Financial Advisors, Inc. reported 81 stock positions worth $526.4 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 18.1% of the portfolio, followed by Vanguard Russell 1000 Growth (VONG, 14.5%) and Vanguard Ftse Developed ETF (VEA, 13.2%). Compared with Q3 2025, it opened 5 new positions, sold out of 2, added to 37 and reduced 24. The biggest buy was Tesla (TSLA, shares +512%) and the biggest sale Vanguard Russell 1000 Growth (VONG, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- San Rafael, CA
- CIK
- 0001759641
- Portfolio Value
- $526.4M (Q4 2025)
- SEC Filing
- 0002085853-26-000059 ↗ filed Jan 21, 2026
Holdings Value
Holdings 81 stocks · $526.4M
| VOO Vanguard S&P 500 ETF | 18.12% | 152,088 | $95.4M | Reduce -0.2% |
| VONG Vanguard Russell 1000 Growth | 14.47% | 625,669 | $76.2M | Reduce -0.6% |
| VEA Vanguard Ftse Developed ETF | 13.18% | 1,110,703 | $69.4M | Add +0.8% |
| VONV Vanguard Russell 1000 Value | 13.18% | 751,666 | $69.4M | Add +0.7% |
| FBND Fidelity Total Bond ETF | 7.33% | 838,376 | $38.6M | Add +3.9% |
| SCHR Schwab Intermediate-Term US | 5.43% | 1,138,809 | $28.6M | Reduce -0.0% |
| VWO Vanguard Ftse Emerging Marke | 2.85% | 279,237 | $15.0M | Add +0.7% |
| SCHI Schwab 5-10 Year Corporate B | 2.60% | 596,102 | $13.7M | Add +0.5% |
| IWS iShares Russell Mid-Cap Valu | 2.00% | 74,805 | $10.6M | Add +0.6% |
| IWP iShares Russell Mid-Cap Grow | 1.99% | 76,421 | $10.5M | Add +0.9% |
| AAPL Apple Inc. | 1.99% | 38,473 | $10.5M | Reduce -8.3% |
| VTWG Vanguard Russell 2000 Growth | 1.84% | 40,996 | $9.7M | Add +0.0% |
| VTWV Vanguard Russell 2000 Value | 1.80% | 59,170 | $9.5M | Add +0.3% |
| MINT PIMCO Enhanced Short Maturit | 1.43% | 75,182 | $7.5M | Reduce -0.1% |
| VNQ Vanguard Real Estate ETF | 1.31% | 78,143 | $6.9M | Add +1.4% |
| NRIX Nurix Therapeutics Inc. | 0.82% | 228,333 | $4.3M | No change |
| IVV iShares Core S&P 500 ETF | 0.79% | 6,069 | $4.2M | Reduce -0.7% |
| DFAC Dimensional US Core Equity 2 | 0.65% | 86,838 | $3.4M | No change |
| MSFT Microsoft Corp. | 0.60% | 6,532 | $3.2M | Add +3.8% |
| IWD iShares Russell 1000 Value E | 0.41% | 10,256 | $2.2M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 0.39% | 8,933 | $2.1M | Reduce -0.2% |
| NVDA Nvidia Corp. | 0.32% | 9,125 | $1.7M | Reduce -7.2% |
| AGG iShares Core U.S. Aggregate | 0.32% | 16,877 | $1.7M | Add +1.3% |
| IWR iShares Russell Mid-Cap ETF | 0.32% | 17,382 | $1.7M | Add +5.5% |
| VTWO Vanguard Russell 2000 ETF | 0.29% | 15,563 | $1.5M | Add +4.7% |
| TSLA Tesla Inc. | 0.29% | 3,399 | $1.5M | Add +512.4% |
| IWF iShares Russell 1000 Growth | 0.27% | 2,972 | $1.4M | Reduce -0.9% |
| MRSH Marsh & McLennan Cos | 0.24% | 6,731 | $1.2M | Add +215.7% |
| PYLD PIMCO Multisector Bond Actv | 0.22% | 43,496 | $1.2M | Add +1.9% |
| DFUS Dimensional US Eq MKT ETF | 0.21% | 14,702 | $1.1M | No change |
| ACN Accenture PLC Class A | 0.21% | 4,025 | $1.1M | Add +5.2% |
| JPM JPMorgan Chase & Co. | 0.20% | 3,209 | $1.0M | Reduce -0.3% |
| COST Costco Wholesale Corp. | 0.20% | 1,192 | $1.0M | Reduce -11.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.18% | 1,899 | $955K | Reduce -5.1% |
| GOOG Alphabet Inc. Class C | 0.17% | 2,931 | $920K | Reduce -11.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.17% | 2,640 | $885K | Add +107.9% |
| CAT Caterpillar Inc. | 0.16% | 1,436 | $823K | Add +16.6% |
| CVX Chevron Corp. | 0.15% | 5,330 | $812K | Add +0.2% |
| SCHX Schwab US Large-Cap ETF | 0.15% | 28,492 | $767K | No change |
| DFUV Dimensional US Marketwide Va | 0.14% | 15,726 | $733K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.12% | 1,023 | $629K | Reduce -10.9% |
| WAL Western Alliance Bancorp | 0.11% | 7,039 | $592K | Reduce -3.4% |
| GOOGL Alphabet Inc. Class A | 0.10% | 1,738 | $544K | Add +9.2% |
| EFA iShares MSCI Eafe ETF | 0.10% | 5,622 | $540K | Add +0.3% |
| V Visa Inc. Class A | 0.10% | 1,539 | $540K | Add +2.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.10% | 774 | $528K | No change |
| META Meta Platforms Inc. Class A | 0.10% | 764 | $504K | Add +8.2% |
| ABBV Abbvie Inc. | 0.09% | 2,123 | $485K | Reduce -1.1% |
| UPS United Parcel Service Class B | 0.08% | 4,466 | $443K | Add +0.1% |
| PH Parker Hannifin Corp. | 0.08% | 475 | $418K | Add +9.7% |
| PG The Procter & Gamble Co. | 0.08% | 2,856 | $409K | Add +2.7% |
| DHR Danaher Corp. | 0.08% | 1,736 | $397K | No change |
| PCG P G & E Corp. | 0.08% | 24,689 | $397K | Reduce -2.3% |
| AVGO Broadcom Inc. | 0.07% | 1,128 | $390K | Add +37.9% |
| CSCO Cisco Systems Inc. | 0.07% | 4,995 | $385K | Add +13.4% |
| IEI iShares 3-7 Year Treasury Bo | 0.07% | 3,099 | $370K | No change |
| XOM Exxon Mobil Corp. | 0.07% | 2,916 | $351K | Add +10.9% |
| GLD SPDR Gold Shares | 0.06% | 856 | $339K | Add +6.6% |
| TMO Thermo Fisher Scientific Inc. | 0.06% | 545 | $316K | Reduce -17.6% |
| VST Vistra Corp. | 0.06% | 1,936 | $312K | Add +0.3% |
| SCHW Schwab (charles) Corp. | 0.06% | 3,069 | $307K | New |
| STEW SRH Total Return Fund Inc. | 0.06% | 16,168 | $300K | No change |
| IJH iShares Core S&P Midcap ETF | 0.06% | 4,396 | $290K | Reduce -3.3% |
| FICO Fair Isaac Corp. | 0.05% | 164 | $277K | No change |
| VYM Vanguard High DVD Yield ETF | 0.05% | 1,914 | $275K | No change |
| JNJ Johnson & Johnson | 0.05% | 1,302 | $269K | Add +1.8% |
| AMD Advanced Micro Devices | 0.05% | 1,232 | $264K | Reduce -11.5% |
| SDY SS SPDR S&P Dividend ETF | 0.05% | 1,822 | $254K | No change |
| QCOM Qualcomm Inc. | 0.05% | 1,475 | $252K | Reduce -1.2% |
| IAU iShares Gold Trust | 0.05% | 3,044 | $247K | New |
| ORCL Oracle Corp. | 0.04% | 1,189 | $232K | Add +4.1% |
| GEV GE Vernova Inc. | 0.04% | 354 | $231K | Add +1.7% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.04% | 4,478 | $229K | No change |
| GE General Electric filed as GE AEROSPACE | 0.04% | 716 | $221K | Add +1.6% |
| PLTR Palantir Technologies Inc. Class A | 0.04% | 1,212 | $215K | Reduce -8.5% |
| MAZE Maze Therapeutics Inc. | 0.04% | 5,186 | $215K | New |
| SLV iShares Silver Trust | 0.04% | 3,302 | $213K | New |
| AXP American Express Co. | 0.04% | 565 | $209K | New |
| ABT Abbott Laboratories | 0.04% | 1,653 | $207K | Reduce -1.8% |
| VCV Invesco Ca Val Muni Inc. TR | 0.03% | 11,925 | $133K | No change |
| CTMX Cytomx Therapeutics Inc. | 0.01% | 17,082 | $73K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| VONG Vanguard Russell 1000 Growth | Reduce -0.6% | 14.47% | −0.40 |
| SCHR Schwab Intermediate-Term US | Reduce -0.0% | 5.43% | −0.18 |
| VOO Vanguard S&P 500 ETF | Reduce -0.2% | 18.12% | −0.17 |
| AAPL Apple Inc. | Reduce -8.3% | 1.99% | −0.11 |
| MINT PIMCO Enhanced Short Maturit | Reduce -0.1% | 1.43% | −0.05 |
| COST Costco Wholesale Corp. | Reduce -11.2% | 0.20% | −0.05 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.04 |
| DFAT Dimensional US Target Value | Sold out | 0.00% | −0.04 |
| NVDA Nvidia Corp. | Reduce -7.2% | 0.32% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.1% | 0.18% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -10.9% | 0.12% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -0.7% | 0.79% | −0.01 |
| WAL Western Alliance Bancorp | Reduce -3.4% | 0.11% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -0.9% | 0.27% | −0.01 |
| PLTR Palantir Technologies Inc. Class A | Reduce -8.5% | 0.04% | −0.01 |
| ABBV Abbvie Inc. | Reduce -1.1% | 0.09% | −0.01 |
| ABT Abbott Laboratories | Reduce -1.8% | 0.04% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -3.3% | 0.06% | −0.00 |
| TMO Thermo Fisher Scientific Inc. | Reduce -17.6% | 0.06% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -0.3% | 0.20% | −0.00 |
| QCOM Qualcomm Inc. | Reduce -1.2% | 0.05% | −0.00 |
| IWD iShares Russell 1000 Value E | Reduce -0.1% | 0.41% | +0.00 |
| PCG P G & E Corp. | Reduce -2.3% | 0.08% | +0.00 |
| AMD Advanced Micro Devices | Reduce -11.5% | 0.05% | +0.01 |
| AMZN Amazon.com Inc. | Reduce -0.2% | 0.39% | +0.01 |
| GOOG Alphabet Inc. Class C | Reduce -11.2% | 0.17% | +0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| TSLA Tesla Inc. | Add +512.4% | 0.29% | +0.24 |
| VEA Vanguard Ftse Developed ETF | Add +0.8% | 13.18% | +0.24 |
| MRSH Marsh & McLennan Cos | Add +215.7% | 0.24% | +0.15 |
| VONV Vanguard Russell 1000 Value | Add +0.7% | 13.18% | +0.11 |
| VTI VG Morningstar TS MKT ETF-US | Add +107.9% | 0.17% | +0.09 |
| SCHW Schwab (charles) Corp. | New | 0.06% | +0.06 |
| IAU iShares Gold Trust | New | 0.05% | +0.05 |
| CAT Caterpillar Inc. | Add +16.6% | 0.16% | +0.04 |
| MAZE Maze Therapeutics Inc. | New | 0.04% | +0.04 |
| SLV iShares Silver Trust | New | 0.04% | +0.04 |
| AXP American Express Co. | New | 0.04% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +9.2% | 0.10% | +0.03 |
| FBND Fidelity Total Bond ETF | Add +3.9% | 7.33% | +0.02 |
| AVGO Broadcom Inc. | Add +37.9% | 0.07% | +0.02 |
| ACN Accenture PLC Class A | Add +5.2% | 0.21% | +0.02 |
| PH Parker Hannifin Corp. | Add +9.7% | 0.08% | +0.01 |
| CSCO Cisco Systems Inc. | Add +13.4% | 0.07% | +0.01 |
| UPS United Parcel Service Class B | Add +0.1% | 0.08% | +0.01 |
| VTWO Vanguard Russell 2000 ETF | Add +4.7% | 0.29% | +0.01 |
| XOM Exxon Mobil Corp. | Add +10.9% | 0.07% | +0.01 |
| GLD SPDR Gold Shares | Add +6.6% | 0.06% | +0.01 |
| IWR iShares Russell Mid-Cap ETF | Add +5.5% | 0.32% | +0.01 |
| JNJ Johnson & Johnson | Add +1.8% | 0.05% | +0.00 |
| GEV GE Vernova Inc. | Add +1.7% | 0.04% | +0.00 |
| V Visa Inc. Class A | Add +2.5% | 0.10% | +0.00 |
| GE General Electric | Add +1.6% | 0.04% | +0.00 |
| EFA iShares MSCI Eafe ETF | Add +0.3% | 0.10% | 0.00 |
| PYLD PIMCO Multisector Bond Actv | Add +1.9% | 0.22% | −0.00 |
| VTWV Vanguard Russell 2000 Value | Add +0.3% | 1.80% | −0.00 |
| META Meta Platforms Inc. Class A | Add +8.2% | 0.10% | −0.01 |
| PG The Procter & Gamble Co. | Add +2.7% | 0.08% | −0.01 |
| AGG iShares Core U.S. Aggregate | Add +1.3% | 0.32% | −0.01 |
| CVX Chevron Corp. | Add +0.2% | 0.15% | −0.01 |
| VST Vistra Corp. | Add +0.3% | 0.06% | −0.01 |
| ORCL Oracle Corp. | Add +4.1% | 0.04% | −0.02 |
| IWS iShares Russell Mid-Cap Valu | Add +0.6% | 2.00% | −0.03 |
| MSFT Microsoft Corp. | Add +3.8% | 0.60% | −0.04 |
| VTWG Vanguard Russell 2000 Growth | Add +0.0% | 1.84% | −0.04 |
| VNQ Vanguard Real Estate ETF | Add +1.4% | 1.31% | −0.07 |
| SCHI Schwab 5-10 Year Corporate B | Add +0.5% | 2.60% | −0.08 |
| VWO Vanguard Ftse Emerging Marke | Add +0.7% | 2.85% | −0.09 |
| IWP iShares Russell Mid-Cap Grow | Add +0.9% | 1.99% | −0.13 |
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 |