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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 66.05% of WestHill Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: VONG, FBND, SCHR, VOO, IWP, AMZN, SCHI, MINT, VNQ, PDP.
Started 3 new stock positions in PDP, VZ, DFAT.
Reduced shares in these 10 stocks: VEA, FICO, QCOM, IAU, AAPL, , PLTR, MAZE, AXP, ABT.
Sold out of its positions in ABT, AXP, FICO, IAU, MAZE, ORCL, PLTR, QCOM.
WestHill Financial Advisors was a net buyer of stock by $9.9M.
WestHill Financial Advisors has $523M in assets under management (AUM), dropping by -0.66%.
Central Index Key (CIK): 0001759641

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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 76 positions in its portfolio as reported in the March 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)	17.7	$92M		155k	597.55	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	13.7	$72M	+4%	655k	109.69	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	13.4	$70M		750k	93.74	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	13.4	$70M		1.1M	64.08	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	7.8	$41M	+6%	895k	45.62	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	5.9	$31M	+8%	1.2M	24.91	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.9	$15M		283k	54.05	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	2.7	$14M	+6%	632k	22.68	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	2.1	$11M		75k	145.74	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	2.0	$11M	+9%	83k	128.12	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	1.9	$9.7M		58k	167.22	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	1.8	$9.6M		42k	229.04	View chart
Apple (AAPL)	1.8	$9.5M	-2%	38k	253.79	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.5	$8.0M	+6%	80k	100.57	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.4	$7.3M	+5%	82k	88.70	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$3.9M		6.0k	653.22	View chart
Nurix Therapeutics (NRIX)	0.7	$3.5M		228k	15.50	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.6	$3.4M		87k	38.86	View chart
Amazon (AMZN)	0.5	$2.7M	+45%	13k	208.27	View chart
Microsoft Corporation (MSFT)	0.5	$2.4M	-2%	6.4k	370.15	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$2.1M	-2%	10k	213.67	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$1.7M	+3%	17k	99.27	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$1.7M		17k	97.23	View chart
NVIDIA Corporation (NVDA)	0.3	$1.6M		9.1k	174.40	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.3	$1.5M	-4%	15k	100.17	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$1.2M	-4%	2.8k	426.47	View chart
Costco Wholesale Corporation (COST)	0.2	$1.2M		1.2k	996.15	View chart
Tesla Motors (TSLA)	0.2	$1.2M	-7%	3.1k	371.75	View chart
Marsh & McLennan Companies	0.2	$1.2M		6.7k	173.45	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$1.2M		44k	26.20	View chart
Chevron Corporation (CVX)	0.2	$1.0M	-6%	5.0k	206.88	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$1.0M	-3%	14k	70.91	View chart
Caterpillar (CAT)	0.2	$1000k		1.4k	708.46	View chart
JPMorgan Chase & Co. (JPM)	0.2	$942k		3.2k	294.15	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$909k		1.9k	479.20	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$818k	-2%	2.9k	286.82	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$796k	-6%	2.5k	320.86	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$792k		4.0k	198.29	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$747k	-2%	15k	48.46	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$715k	-2%	28k	25.64	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$592k		1.0k	577.44	View chart
Western Alliance Bancorporation (WAL)	0.1	$542k	+8%	7.6k	70.85	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$538k		5.5k	97.12	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$504k		774.00	650.53	View chart
Exxon Mobil Corporation (XOM)	0.1	$497k		2.9k	169.64	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$495k		1.7k	287.63	View chart
Abbvie (ABBV)	0.1	$469k		2.2k	217.49	View chart
Visa Com Cl A (V)	0.1	$466k		1.5k	302.25	View chart
United Parcel Svcs CL B (UPS)	0.1	$440k		4.5k	98.39	View chart
Meta Platforms Cl A (META)	0.1	$435k		761.00	572.13	View chart
PG&E Corporation (PCG)	0.1	$431k		25k	17.57	View chart
Parker-Hannifin Corporation (PH)	0.1	$425k		475.00	895.24	View chart
Procter & Gamble Company (PG)	0.1	$409k		2.8k	144.42	View chart
Cisco Systems (CSCO)	0.1	$381k		4.9k	77.59	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$367k		3.1k	118.60	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$365k		848.00	430.29	View chart
Broadcom (AVGO)	0.1	$349k		1.1k	309.51	View chart
Danaher Corporation (DHR)	0.1	$329k		1.7k	189.60	View chart
Ge Vernova (GEV)	0.1	$312k		357.00	872.90	View chart
Johnson & Johnson (JNJ)	0.1	$298k	-6%	1.2k	244.44	View chart
Vistra Energy (VST)	0.1	$290k		1.9k	150.33	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$284k	-4%	4.2k	67.53	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$284k		1.9k	148.10	View chart
Boulder Growth & Income Fund (STEW)	0.1	$277k		16k	17.10	View chart
Thermo Fisher Scientific (TMO)	0.1	$268k		545.00	491.53	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$266k		1.8k	145.94	View chart
Charles Schwab Corporation (SCHW)	0.0	$252k	-12%	2.7k	93.98	View chart
Advanced Micro Devices (AMD)	0.0	$251k		1.2k	203.43	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.0	$227k		4.5k	50.84	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$225k		3.3k	68.14	View chart
Ge Aerospace Com New (GE)	0.0	$207k		728.00	283.96	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.0	$204k	NEW	1.7k	120.74	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$204k	NEW	3.3k	62.45	View chart
Verizon Communications (VZ)	0.0	$203k	NEW	4.0k	50.20	View chart
Invesco Van Kampen Cal Val Mun Inc Trust (VCV)	0.0	$125k		12k	10.44	View chart
Cytomx Therapeutics (CTMX)	0.0	$80k		17k	4.70	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 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
WestHill Financial Advisors 2022 Q2 filed July 29, 2022

View all past filings

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