Taddei, Ludwig & Associates

WestHill Financial Advisors as of June 30, 2026

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
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 14.3 $84M 655k 127.81
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 13.6 $80M 750k 106.31
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 13.3 $78M 1.1M 71.25
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 7.1 $42M 915k 45.49
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 5.4 $32M 1.3M 24.66
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.9 $17M 284k 59.69
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 2.5 $15M 652k 22.64
Ishares Tr Rus Mdcp Val Etf (IWS) 2.1 $12M 75k 164.60
Ishares Tr Rus Md Cp Gr Etf (IWP) 2.1 $12M 84k 146.41
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 2.0 $12M 42k 287.68
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 1.9 $11M 58k 195.44
Apple (AAPL) 1.8 $11M 36k 289.36
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.4 $8.3M 82k 100.81
Vanguard Index Fds Real Estate Etf (VNQ) 1.3 $7.9M 82k 96.43
Nurix Therapeutics (NRIX) 0.9 $5.3M 218k 24.26
Ishares Tr Core S&p500 Etf (IVV) 0.7 $4.2M 5.6k 748.93
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 0.7 $3.8M 87k 44.36
Amazon (AMZN) 0.5 $3.0M 13k 238.34
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $2.4M 10k 242.43
Microsoft Corporation (MSFT) 0.4 $2.3M 6.3k 373.03
TriCo Bancshares (TCBK) 0.3 $1.9M 36k 53.85
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $1.9M 17k 110.32
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.3 $1.8M 15k 121.42
NVIDIA Corporation (NVDA) 0.3 $1.8M 8.8k 200.09
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $1.7M 18k 98.98
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.4M 11k 124.18
Tesla Motors (TSLA) 0.2 $1.3M 3.0k 420.60
Pimco Etf Tr Multisector Bd (PYLD) 0.2 $1.2M 44k 26.52
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.2 $1.2M 14k 81.94
Marsh & McLennan Companies (MRSH) 0.2 $1.1M 6.7k 166.67
Costco Wholesale Corporation (COST) 0.2 $1.1M 1.2k 935.20
JPMorgan Chase & Co. (JPM) 0.2 $1.0M 3.2k 327.37
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.0M 2.9k 353.30
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $949k 1.9k 500.39
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $908k 2.5k 370.03
Caterpillar (CAT) 0.2 $896k 841.00 1064.90
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $848k 15k 55.01
Chevron Corporation (CVX) 0.1 $828k 5.0k 165.76
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $821k 28k 29.43
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $694k 929.00 746.95
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $674k 915.00 736.77
Western Alliance Bancorporation (WAL) 0.1 $629k 7.6k 82.20
Alphabet Cap Stk Cl A (GOOGL) 0.1 $627k 1.8k 357.30
Cisco Systems (CSCO) 0.1 $579k 4.9k 117.46
Advanced Micro Devices (AMD) 0.1 $548k 943.00 580.91
Visa Com Cl A (V) 0.1 $547k 1.6k 343.09
Abbvie (ABBV) 0.1 $541k 2.2k 251.64
Ishares Tr Msci Eafe Etf (EFA) 0.1 $525k 5.1k 103.89
Banner Corp Com New (BANR) 0.1 $508k 7.7k 66.44
Accenture Plc Ireland Shs Class A (ACN) 0.1 $483k 3.9k 124.44
United Parcel Svcs CL B (UPS) 0.1 $481k 4.5k 107.50
Parker-Hannifin Corporation (PH) 0.1 $467k 477.00 978.12
Procter & Gamble Company (PG) 0.1 $423k 2.9k 146.64
Broadcom (AVGO) 0.1 $423k 1.1k 377.75
PG&E Corporation (PCG) 0.1 $421k 25k 16.82
Ge Vernova (GEV) 0.1 $419k 357.00 1174.86
Meta Platforms Cl A (META) 0.1 $398k 707.00 563.29
Intel Corporation (INTC) 0.1 $377k 2.7k 139.63
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $363k 3.1k 117.45
Danaher Corporation (DHR) 0.1 $336k 1.8k 190.48
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $324k 4.2k 77.12
Spdr Gold Tr Gold Shs (GLD) 0.1 $308k 836.00 368.38
Vistra Energy (VST) 0.1 $305k 1.9k 158.63
Johnson & Johnson (JNJ) 0.1 $305k 1.2k 253.97
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $303k 1.9k 158.03
Boulder Growth & Income Fund (STEW) 0.0 $289k 16k 17.90
Spdr Series Trust St Str Sp Div (SDY) 0.0 $277k 1.8k 152.18
Thermo Fisher Scientific (TMO) 0.0 $273k 545.00 501.36
Ge Aerospace Com New (GE) 0.0 $272k 729.00 373.54
Qualcomm (QCOM) 0.0 $266k 1.4k 184.81
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $258k 541.00 477.57
Invesco Exchange Traded Fd T Dors Wri Mom Etf (PDP) 0.0 $256k 1.7k 151.72
Sandisk Corp (SNDK) 0.0 $243k 107.00 2273.73
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $228k 3.3k 69.90
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR) 0.0 $226k 4.5k 50.66
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $208k 1.4k 148.30
Charles Schwab Corporation (SCHW) 0.0 $208k 2.3k 92.27
Applied Materials (AMAT) 0.0 $206k 285.00 722.46
Vanguard Index Fds Value Etf (VTV) 0.0 $205k 942.00 217.93
Invesco Van Kampen Cal Val Mun Inc Trust (VCV) 0.0 $129k 12k 10.79
Cytomx Therapeutics (CTMX) 0.0 $64k 17k 3.75