Taddei, Ludwig & Associates

WestHill Financial Advisors as of March 31, 2026

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