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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 66.23% of WestHill Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: TCBK, SCHR, IWF, FBND, BANR, SCHI, INTC, QCOM, TSM, SNDK.
Started 9 new stock positions in AMAT, IJR, VTV, SNDK, BANR, TSM, QCOM, TCBK, INTC.
Reduced shares in these 10 stocks: CAT, , AAPL, IVV, NRIX, , VZ, VOO, AMD, QQQ.
Sold out of its positions in XOM, SLV, VZ.
WestHill Financial Advisors was a net buyer of stock by $5.0M.
WestHill Financial Advisors has $587M in assets under management (AUM), dropping by 12.31%.
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 82 positions in its portfolio as reported in the June 2026 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)	18.0	$106M		154k	686.81	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	14.3	$84M		655k	127.81	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	13.6	$80M		750k	106.31	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	13.3	$78M		1.1M	71.25	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	7.1	$42M	+2%	915k	45.49	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	5.4	$32M	+4%	1.3M	24.66	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.9	$17M		284k	59.69	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	2.5	$15M	+3%	652k	22.64	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	2.1	$12M		75k	164.60	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	2.1	$12M		84k	146.41	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	2.0	$12M		42k	287.68	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	1.9	$11M		58k	195.44	View chart
Apple (AAPL)	1.8	$11M	-3%	36k	289.36	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.4	$8.3M	+2%	82k	100.81	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.3	$7.9M		82k	96.43	View chart
Nurix Therapeutics (NRIX)	0.9	$5.3M	-4%	218k	24.26	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$4.2M	-5%	5.6k	748.93	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.7	$3.8M		87k	44.36	View chart
Amazon (AMZN)	0.5	$3.0M	-2%	13k	238.34	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$2.4M		10k	242.43	View chart
Microsoft Corporation (MSFT)	0.4	$2.3M		6.3k	373.03	View chart
TriCo Bancshares (TCBK)	0.3	$1.9M	NEW	36k	53.85	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$1.9M		17k	110.32	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.3	$1.8M		15k	121.42	View chart
NVIDIA Corporation (NVDA)	0.3	$1.8M	-3%	8.8k	200.09	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$1.7M		18k	98.98	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$1.4M	+300%	11k	124.18	View chart
Tesla Motors (TSLA)	0.2	$1.3M	-4%	3.0k	420.60	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$1.2M		44k	26.52	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.2	$1.2M		14k	81.94	View chart
Marsh & McLennan Companies (MRSH)	0.2	$1.1M		6.7k	166.67	View chart
Costco Wholesale Corporation (COST)	0.2	$1.1M		1.2k	935.20	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.0M		3.2k	327.37	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.0M		2.9k	353.30	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$949k		1.9k	500.39	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$908k		2.5k	370.03	View chart
Caterpillar (CAT)	0.2	$896k	-40%	841.00	1064.90	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$848k		15k	55.01	View chart
Chevron Corporation (CVX)	0.1	$828k		5.0k	165.76	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$821k		28k	29.43	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$694k	+20%	929.00	746.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$674k	-10%	915.00	736.77	View chart
Western Alliance Bancorporation (WAL)	0.1	$629k		7.6k	82.20	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$627k		1.8k	357.30	View chart
Cisco Systems (CSCO)	0.1	$579k		4.9k	117.46	View chart
Advanced Micro Devices (AMD)	0.1	$548k	-23%	943.00	580.91	View chart
Visa Com Cl A (V)	0.1	$547k	+3%	1.6k	343.09	View chart
Abbvie (ABBV)	0.1	$541k		2.2k	251.64	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$525k	-8%	5.1k	103.89	View chart
Banner Corp Com New (BANR)	0.1	$508k	NEW	7.7k	66.44	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$483k	-2%	3.9k	124.44	View chart
United Parcel Svcs CL B (UPS)	0.1	$481k		4.5k	107.50	View chart
Parker-Hannifin Corporation (PH)	0.1	$467k		477.00	978.12	View chart
Procter & Gamble Company (PG)	0.1	$423k		2.9k	146.64	View chart
Broadcom (AVGO)	0.1	$423k		1.1k	377.75	View chart
PG&E Corporation (PCG)	0.1	$421k	+2%	25k	16.82	View chart
Ge Vernova (GEV)	0.1	$419k		357.00	1174.86	View chart
Meta Platforms Cl A (META)	0.1	$398k	-7%	707.00	563.29	View chart
Intel Corporation (INTC)	0.1	$377k	NEW	2.7k	139.63	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$363k		3.1k	117.45	View chart
Danaher Corporation (DHR)	0.1	$336k		1.8k	190.48	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$324k		4.2k	77.12	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$308k		836.00	368.38	View chart
Vistra Energy (VST)	0.1	$305k		1.9k	158.63	View chart
Johnson & Johnson (JNJ)	0.1	$305k		1.2k	253.97	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$303k		1.9k	158.03	View chart
Boulder Growth & Income Fund (STEW)	0.0	$289k		16k	17.90	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.0	$277k		1.8k	152.18	View chart
Thermo Fisher Scientific (TMO)	0.0	$273k		545.00	501.36	View chart
Ge Aerospace Com New (GE)	0.0	$272k		729.00	373.54	View chart
Qualcomm (QCOM)	0.0	$266k	NEW	1.4k	184.81	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$258k	NEW	541.00	477.57	View chart
Invesco Exchange Traded Fd T Dors Wri Mom Etf (PDP)	0.0	$256k		1.7k	151.72	View chart
Sandisk Corp (SNDK)	0.0	$243k	NEW	107.00	2273.73	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$228k		3.3k	69.90	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.0	$226k		4.5k	50.66	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$208k	NEW	1.4k	148.30	View chart
Charles Schwab Corporation (SCHW)	0.0	$208k	-16%	2.3k	92.27	View chart
Applied Materials (AMAT)	0.0	$206k	NEW	285.00	722.46	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$205k	NEW	942.00	217.93	View chart
Invesco Van Kampen Cal Val Mun Inc Trust (VCV)	0.0	$129k		12k	10.79	View chart
Cytomx Therapeutics (CTMX)	0.0	$64k		17k	3.75	View chart

Past Filings by WestHill Financial Advisors

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

WestHill Financial Advisors 2026 Q2 filed July 21, 2026
WestHill Financial Advisors 2026 Q1 filed April 9, 2026
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

View all past filings

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