WestHill Financial Advisors, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
WestHill Financial Advisors, Inc. 13F Holdings
CIK 0001759641
As of Sep 30, 2025, WestHill Financial Advisors, Inc. reported
78 positions worth $510.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD 500 INDEX FUND | VOO | — | 152,353 | $93.3M | 18.28% |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND | VONG | — | 629,591 | $75.9M | 14.87% |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND | VONV | — | 746,263 | $66.7M | 13.07% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 1,102,027 | $66.0M | 12.94% |
| FIDELITY TOTAL BOND ETF | FBND | — | 806,703 | $37.3M | 7.31% |
| SCHWAB INTERMEDIATE-TERM US TREASURY ETF | SCHR | — | 1,139,112 | $28.6M | 5.61% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 277,257 |
|
5.0M2.94% |
| SCHWAB 5-10 YEAR CORPORATE BOND ETF | SCHI | — | 593,251 |
3.7M | 2.68% |
| ISHARES RUSSELL MID-CAP GROWTH ETF | IWP | — | 75,771 |
0.8M | 2.11% |
| APPLE INC | AAPL | Technology | 41,971 |
0.7M | 2.09% |
| ISHARES RUSSELL MID-CAP VALUE ETF | IWS | — | 74,350 |
0.4M | 2.04% |
| VANGUARD SCOTTSDALE FDS | — | — | 40,993 | $9.6M | 1.88% |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND | VTWV | — | 58,987 | $9.2M | 1.80% |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | MINT | — | 75,265 | $7.6M | 1.49% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 77,092 | $7.0M | 1.38% |
| ISHARES CORE S&P 500 ETF | IVV | — | 6,114 | $4.1M | 0.80% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 86,838 | $3.3M | 0.66% |
| MICROSOFT CORP | MSFT | Technology | 6,295 | $3.3M | 0.64% |
| NURIX THERAPEUTICS INC | NRIX | Healthcare | 228,333 | $2.1M | 0.41% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 10,262 | $2.1M | 0.41% |
| AMAZON.COM INC | AMZN | Equity | 8,954 | $2.0M | 0.39% |
| NVIDIA CORP | NVDA | Technology | 9,836 |
.8M | 0.36% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 16,663 |
.7M | 0.33% |
| ISHARES RUSSELL MID-CAP ETF | IWR | — | 16,484 |
.6M | 0.31% |
| VANGUARD RUSSELL 2000 INDEX FUND | VTWO | — | 14,872 |
.5M | 0.29% |