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Taddei, Ludwig & Associates

Latest statistics and disclosures from WestHill Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, VONG, VONV, VEA, FBND, and represent 66.47% of WestHill Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: FBND, VONV, SCHR, VOO, SCHI, MINT, VNQ, IWS, VTWV, VTWG.
Started 7 new stock positions in HD, TSLA, AMD, GEV, PLTR, GE, DFAT.
Reduced shares in these 10 stocks: VEA, VONG, AAPL, DIS, VWO, GOOG, GOOGL, XOM, JNJ, SCHX.
Sold out of its position in DIS.
WestHill Financial Advisors was a net buyer of stock by $9.6M.
WestHill Financial Advisors has $510M in assets under management (AUM), dropping by 8.24%.
Central Index Key (CIK): 0001759641

Tip: Access up to 7 years of quarterly data

Positions held by Taddei, Ludwig & Associates consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for WestHill Financial Advisors

WestHill Financial Advisors holds 78 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	18.3	$93M		152k	612.38	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	14.9	$76M		630k	120.50	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	13.1	$67M	+3%	746k	89.37	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	12.9	$66M		1.1M	59.92	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	7.3	$37M	+8%	807k	46.24	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	5.6	$29M	+7%	1.1M	25.13	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.9	$15M		277k	54.18	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	2.7	$14M	+6%	593k	23.08	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	2.1	$11M		76k	142.41	View chart
Apple (AAPL)	2.1	$11M	-4%	42k	254.63	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	2.0	$10M	+4%	74k	139.67	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	1.9	$9.6M	+2%	41k	233.78	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	1.8	$9.2M	+3%	59k	155.87	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.5	$7.6M	+7%	75k	100.69	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.4	$7.0M	+6%	77k	91.42	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$4.1M		6.1k	669.31	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.7	$3.3M		87k	38.57	View chart
Microsoft Corporation (MSFT)	0.6	$3.3M		6.3k	517.91	View chart
Nurix Therapeutics (NRIX)	0.4	$2.1M		228k	9.24	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$2.1M		10k	203.59	View chart
Amazon (AMZN)	0.4	$2.0M		9.0k	219.57	View chart
NVIDIA Corporation (NVDA)	0.4	$1.8M		9.8k	186.58	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$1.7M	+8%	17k	100.25	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$1.6M	+3%	17k	96.55	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.3	$1.5M	+2%	15k	97.82	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$1.4M		3.0k	468.49	View chart
Costco Wholesale Corporation (COST)	0.2	$1.2M		1.3k	925.40	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$1.1M	+7%	43k	26.84	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$1.1M		15k	72.44	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.0M		3.2k	315.41	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.0M		2.0k	502.74	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$944k	-2%	3.8k	246.60	View chart
Chevron Corporation (CVX)	0.2	$826k		5.3k	155.29	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$804k	-9%	3.3k	243.57	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$751k	-3%	29k	26.34	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$703k		16k	44.69	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$690k		1.1k	600.59	View chart
Western Alliance Bancorporation (WAL)	0.1	$632k		7.3k	86.72	View chart
Caterpillar (CAT)	0.1	$588k		1.2k	477.15	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$523k	-4%	5.6k	93.37	View chart
Meta Platforms Cl A (META)	0.1	$519k		706.00	734.38	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$516k		774.00	666.38	View chart
Visa Com Cl A (V)	0.1	$513k		1.5k	341.42	View chart
Abbvie (ABBV)	0.1	$497k	-3%	2.1k	231.54	View chart
Marsh & McLennan Companies (MMC)	0.1	$430k		2.1k	201.53	View chart
Procter & Gamble Company (PG)	0.1	$427k	-3%	2.8k	153.65	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$417k		1.3k	328.05	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$387k	-14%	1.6k	243.10	View chart
PG&E Corporation (PCG)	0.1	$381k		25k	15.08	View chart
Vistra Energy (VST)	0.1	$378k		1.9k	195.92	View chart
United Parcel Service CL B (UPS)	0.1	$373k		4.5k	83.53	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$370k		3.1k	119.51	View chart
Danaher Corporation (DHR)	0.1	$344k		1.7k	198.26	View chart
Parker-Hannifin Corporation (PH)	0.1	$328k		433.00	758.15	View chart
Oracle Corporation (ORCL)	0.1	$321k	-4%	1.1k	281.24	View chart
Thermo Fisher Scientific (TMO)	0.1	$321k		661.00	485.02	View chart
Cisco Systems (CSCO)	0.1	$301k	-4%	4.4k	68.42	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$297k		4.5k	65.26	View chart
Exxon Mobil Corporation (XOM)	0.1	$296k	-9%	2.6k	112.75	View chart
Boulder Growth & Income Fund (STEW)	0.1	$294k		16k	18.16	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$285k	+7%	803.00	355.47	View chart
Broadcom (AVGO)	0.1	$270k		818.00	329.91	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$270k		1.9k	140.95	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.1	$255k		1.8k	140.05	View chart
Qualcomm (QCOM)	0.0	$248k		1.5k	166.37	View chart
Tesla Motors (TSLA)	0.0	$247k	NEW	555.00	444.72	View chart
Fair Isaac Corporation (FICO)	0.0	$245k		164.00	1496.53	View chart
Palantir Technologies Cl A (PLTR)	0.0	$242k	NEW	1.3k	182.42	View chart
Johnson & Johnson (JNJ)	0.0	$237k	-10%	1.3k	185.42	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.0	$230k	+2%	4.5k	51.28	View chart
Abbott Laboratories (ABT)	0.0	$225k		1.7k	133.94	View chart
Advanced Micro Devices (AMD)	0.0	$225k	NEW	1.4k	161.79	View chart
Ge Vernova (GEV)	0.0	$214k	NEW	348.00	614.90	View chart
Ge Aerospace Com New (GE)	0.0	$212k	NEW	705.00	300.96	View chart
Home Depot (HD)	0.0	$211k	NEW	520.00	405.16	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$205k	NEW	3.5k	58.21	View chart
Invesco Van Kampen Cal Val Mun Inc Trust (VCV)	0.0	$126k		12k	10.59	View chart
Cytomx Therapeutics (CTMX)	0.0	$55k		17k	3.19	View chart

Past Filings by WestHill Financial Advisors

SEC 13F filings are viewable for WestHill Financial Advisors going back to 2020

WestHill Financial Advisors 2025 Q3 filed Oct. 14, 2025
WestHill Financial Advisors 2025 Q2 filed July 9, 2025
WestHill Financial Advisors 2025 Q1 filed April 21, 2025
WestHill Financial Advisors 2024 Q4 filed Jan. 31, 2025
WestHill Financial Advisors 2024 Q3 filed Oct. 18, 2024
WestHill Financial Advisors 2024 Q2 filed July 19, 2024
WestHill Financial Advisors 2024 Q1 filed April 25, 2024
WestHill Financial Advisors 2023 Q4 filed Jan. 31, 2024
WestHill Financial Advisors 2023 Q3 filed Nov. 13, 2023
WestHill Financial Advisors 2023 Q2 filed Aug. 11, 2023
WestHill Financial Advisors 2023 Q1 filed May 11, 2023
WestHill Financial Advisors 2022 Q4 filed Feb. 14, 2023
WestHill Financial Advisors 2022 Q3 filed Nov. 14, 2022
WestHill Financial Advisors 2022 Q2 filed July 29, 2022
WestHill Financial Advisors 2022 Q1 filed April 27, 2022
WestHill Financial Advisors 2021 Q4 filed Feb. 14, 2022

View all past filings

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