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CIK: 0001759641
Total reported value
$587.3M
$587.3M
73 檔
49.1%
At the close of Q1 2025, WestHill Financial Advisors, Inc. disclosed equity holdings valued at approximately $587.3M, spread across 73 reported holdings.
In Q1 2025, WestHill Financial Advisors, Inc. displayed an active expansion posture, initiating 24 new positions and adding to 15 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 17.82% | +0.38% | -2.72% | |
| 2 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 13.68% | +0.53% | -4.51% | |
| 3 | VONV | Vanguard Russell 1000 Value | ETF-Other | 13.59% | +0.13% | +0.75% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 13.09% | -0.14% | +5.10% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 7.74% | -0.72% | +8.52% | |
| 6 | SCHR | Schwab Intermediate-term US | ETF-Other | 5.98% | -0.46% | +9.51% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.91% | -0.04% | +4.56% | |
| 8 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 2.85% | -0.23% | +12.55% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.27% | -0.03% | -4.67% | |
| 10 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 2.05% | — | +1.89% | |
| 11 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.00% | +0.05% | -6.94% | |
| 12 | VTWV | Vanguard Russell 2000 Value | ETF-Small Cap | 1.74% | +0.07% | +3.19% | |
| 13 | VTWG | Vanguard Russell 2000 Growth | ETF-Small Cap | 1.70% | +0.20% | -0.83% | |
| 14 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.53% | -0.12% | +3.54% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.50% | -0.05% | +8.76% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.79% | -0.03% | -0.71% | |
| 17 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.66% | +0.01% | -0.32% | |
| 18 | NRIX | Nurix Therapeutics Inc | Stock-Other | 0.62% | +0.22% | — | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.54% | -0.05% | -7.51% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.45% | — | -1.06% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | -0.01% | -0.17% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.34% | -0.03% | -6.49% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.30% | — | -0.88% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.29% | -0.04% | -6.28% | |
| 25 | ACN | Accenture plc | Stock-Tech | 0.28% | -0.07% | -16.28% | |
| 26 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.26% | +0.03% | +0.50% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.25% | +0.01% | -0.99% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | -0.01% | +3.06% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.24% | — | +1.80% | |
| 30 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.23% | -0.02% | -0.99% | |
| 31 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.20% | +0.01% | -1.03% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.20% | -0.06% | -4.03% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.18% | — | +0.03% | |
| 34 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.15% | — | — | |
| 35 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.14% | — | — | |
| 36 | WAL | Western Alliance Bancorp | Stock-Financials | 0.13% | +0.01% | — | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.12% | — | -8.76% | |
| 38 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.12% | -0.03% | -0.47% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.11% | -0.01% | -11.95% | |
| 40 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.11% | — | +0.04% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.11% | — | -0.43% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.11% | — | -21.55% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.11% | -0.01% | +4.12% | |
| 44 | PCG | P G & E CORP | Stock-Utilities | 0.10% | -0.01% | — | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.10% | +0.02% | -4.24% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.09% | +0.01% | +2.19% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.09% | -0.01% | +1.29% | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.09% | -0.04% | -11.11% | |
| 49 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.08% | -0.01% | +5.13% | |
| 50 | DHR | Danaher CORP | Stock-Healthcare | 0.08% | — | — |
According to official SEC Form 13F filings, WestHill Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $587.3M across 73 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VONG, VONV) accounted for 49.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
FBND
市值: $33.8M
Top Position Liquidated / Trimmed
SCHO
前期市值: $20.8M
During Q1 2025, WestHill Financial Advisors, Inc.'s top holdings by market value included VOO (17.8%)、VONG (13.7%)、VONV (13.6%). The largest single position, VOO, represented 17.8% of total portfolio value.
In Q1 2025, WestHill Financial Advisors, Inc. made 50 total portfolio adjustments, initiating 24 new buys, adding to 15 positions, trimming 3 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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