Taddei, Ludwig & Associates

WestHill Financial Advisors as of Sept. 30, 2025

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