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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, VEA, VONV, FBND, and represent 66.28% of WestHill Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: FBND, TSLA, Marsh & McLennan Companies, VEA, VONV, VTI, SCHW, IAU, MAZE, SLV.
Started 5 new stock positions in IAU, SCHW, MAZE, AXP, SLV.
Reduced shares in these 10 stocks: AAPL, VONG, HD, DFAT, VOO, NVDA, COST, GOOG, QQQ, TMO.
Sold out of its positions in DFAT, HD.
WestHill Financial Advisors was a net buyer of stock by $4.8M.
WestHill Financial Advisors has $526M in assets under management (AUM), dropping by 3.17%.
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 81 positions in its portfolio as reported in the December 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)	18.1	$95M		152k	627.13	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	14.5	$76M		626k	121.75	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	13.2	$69M		1.1M	62.47	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	13.2	$69M		752k	92.30	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	7.3	$39M	+3%	838k	46.04	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	5.4	$29M		1.1M	25.08	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.9	$15M		279k	53.76	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	2.6	$14M		596k	22.97	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	2.0	$11M		75k	141.05	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	2.0	$11M		76k	136.94	View chart
Apple (AAPL)	2.0	$11M	-8%	39k	271.86	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	1.8	$9.7M		41k	235.99	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	1.8	$9.5M		59k	159.93	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.4	$7.5M		75k	100.34	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.3	$6.9M		78k	88.49	View chart
Nurix Therapeutics (NRIX)	0.8	$4.3M		228k	18.97	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$4.2M		6.1k	684.95	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.7	$3.4M		87k	39.59	View chart
Microsoft Corporation (MSFT)	0.6	$3.2M	+3%	6.5k	483.59	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$2.2M		10k	210.33	View chart
Amazon (AMZN)	0.4	$2.1M		8.9k	230.82	View chart
NVIDIA Corporation (NVDA)	0.3	$1.7M	-7%	9.1k	186.50	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$1.7M		17k	99.88	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$1.7M	+5%	17k	96.27	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.3	$1.5M	+4%	16k	99.52	View chart
Tesla Motors (TSLA)	0.3	$1.5M	+512%	3.4k	449.72	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$1.4M		3.0k	473.38	View chart
Marsh & McLennan Companies	0.2	$1.2M	+215%	6.7k	185.52	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$1.2M		44k	26.68	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$1.1M		15k	74.17	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$1.1M	+5%	4.0k	268.30	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.0M		3.2k	322.25	View chart
Costco Wholesale Corporation (COST)	0.2	$1.0M	-11%	1.2k	862.10	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$955k	-5%	1.9k	502.65	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$920k	-11%	2.9k	313.85	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$885k	+107%	2.6k	335.30	View chart
Caterpillar (CAT)	0.2	$823k	+16%	1.4k	572.87	View chart
Chevron Corporation (CVX)	0.2	$812k		5.3k	152.41	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$767k		29k	26.91	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$733k		16k	46.59	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$629k	-10%	1.0k	614.58	View chart
Western Alliance Bancorporation (WAL)	0.1	$592k	-3%	7.0k	84.07	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$544k	+9%	1.7k	313.04	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$540k		5.6k	96.02	View chart
Visa Com Cl A (V)	0.1	$540k	+2%	1.5k	350.73	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$528k		774.00	682.12	View chart
Meta Platforms Cl A (META)	0.1	$504k	+8%	764.00	660.09	View chart
Abbvie (ABBV)	0.1	$485k		2.1k	228.49	View chart
United Parcel Service CL B (UPS)	0.1	$443k		4.5k	99.19	View chart
Parker-Hannifin Corporation (PH)	0.1	$418k	+9%	475.00	878.96	View chart
Procter & Gamble Company (PG)	0.1	$409k	+2%	2.9k	143.33	View chart
Danaher Corporation (DHR)	0.1	$397k		1.7k	228.92	View chart
PG&E Corporation (PCG)	0.1	$397k	-2%	25k	16.07	View chart
Broadcom (AVGO)	0.1	$390k	+37%	1.1k	346.10	View chart
Cisco Systems (CSCO)	0.1	$385k	+13%	5.0k	77.03	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$370k		3.1k	119.35	View chart
Exxon Mobil Corporation (XOM)	0.1	$351k	+10%	2.9k	120.32	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$339k	+6%	856.00	396.31	View chart
Thermo Fisher Scientific (TMO)	0.1	$316k	-17%	545.00	579.45	View chart
Vistra Energy (VST)	0.1	$312k		1.9k	161.33	View chart
Charles Schwab Corporation (SCHW)	0.1	$307k	NEW	3.1k	99.91	View chart
Boulder Growth & Income Fund (STEW)	0.1	$300k		16k	18.54	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$290k	-3%	4.4k	66.01	View chart
Fair Isaac Corporation (FICO)	0.1	$277k		164.00	1690.62	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$275k		1.9k	143.52	View chart
Johnson & Johnson (JNJ)	0.1	$269k		1.3k	206.95	View chart
Advanced Micro Devices (AMD)	0.1	$264k	-11%	1.2k	214.16	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$254k		1.8k	139.16	View chart
Qualcomm (QCOM)	0.0	$252k		1.5k	171.07	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$247k	NEW	3.0k	81.17	View chart
Oracle Corporation (ORCL)	0.0	$232k	+4%	1.2k	194.91	View chart
Ge Vernova (GEV)	0.0	$231k		354.00	653.57	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.0	$229k		4.5k	51.10	View chart
Ge Aerospace Com New (GE)	0.0	$221k		716.00	308.21	View chart
Palantir Technologies Cl A (PLTR)	0.0	$215k	-8%	1.2k	177.75	View chart
Maze Therapeatics (MAZE)	0.0	$215k	NEW	5.2k	41.43	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$213k	NEW	3.3k	64.42	View chart
American Express Company (AXP)	0.0	$209k	NEW	565.00	369.95	View chart
Abbott Laboratories (ABT)	0.0	$207k		1.7k	125.26	View chart
Invesco Van Kampen Cal Val Mun Inc Trust (VCV)	0.0	$133k		12k	11.13	View chart
Cytomx Therapeutics (CTMX)	0.0	$73k		17k	4.26	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 Q4 filed Jan. 21, 2026
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

View all past filings

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