Taddei, Ludwig & Associates

WestHill Financial Advisors as of Dec. 31, 2025

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