The Analysis of WestHill Financial Advisors, Inc.'s Holdings

Currently, WestHill Financial Advisors, Inc. holds 81 types of securities in its portfolio with a total value $526.4M. In the most recent quarter, they have increased their positions in FBND (+31.7K shares, valued at $1.5M), TSLA (+2.8K shares, valued at $1.3M), MMC (+4.6K shares, valued at $853.2K); decreased their positions in AAPL (-3.5K shares, valued at $951.0K), VONG (-3.9K shares, valued at $477.5K), N/A (-265 shares, valued at $166.2K); initiated new positions in SCHW (+3.1K shares, valued at $306.6K), N/A (+3.0K shares, valued at $247.1K), MAZE (+5.2K shares, valued at $214.9K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS152.1K shares-0.17%2025-12-312026-01-21

VONG VANGUARD SCOTTSDALE FDS625.7K shares-0.62%2025-12-312026-01-21

VEA VANGUARD TAX-MANAGED FDS1.1M shares0.79%2025-12-312026-01-21

VONV VANGUARD SCOTTSDALE FDS751.7K shares0.72%2025-12-312026-01-21

FBND FIDELITY MERRIMACK STR TR838.4K shares3.93%2025-12-312026-01-21

SCHR SCHWAB STRATEGIC TR1.1M shares-0.03%2025-12-312026-01-21

VWO VANGUARD INTL EQUITY INDEX F279.2K shares0.71%2025-12-312026-01-21

SCHI SCHWAB STRATEGIC TR596.1K shares0.48%2025-12-312026-01-21

Sponsored

IWS ISHARES TR74.8K shares0.61%2025-12-312026-01-21

IWP ISHARES TR76.4K shares0.86%2025-12-312026-01-21

AAPL APPLE INC38.5K shares-8.33%2025-12-312026-01-21

VTWG VANGUARD SCOTTSDALE FDS41.0K shares0.01%2025-12-312026-01-21

VTWV VANGUARD SCOTTSDALE FDS59.2K shares0.31%2025-12-312026-01-21

MINT PIMCO ETF TR75.2K shares-0.11%2025-12-312026-01-21

VNQ VANGUARD INDEX FDS78.1K shares1.36%2025-12-312026-01-21

NRIX NURIX THERAPEUTICS INC228.3K shares0.00%2025-12-312026-01-21

Sponsored

IVV ISHARES TR6.1K shares-0.74%2025-12-312026-01-21

DFAC DIMENSIONAL ETF TRUST86.8K shares0.00%2025-12-312026-01-21

MSFT MICROSOFT CORP6.5K shares3.76%2025-12-312026-01-21

IWD ISHARES TR10.3K shares-0.06%2025-12-312026-01-21

AMZN AMAZON COM INC8.9K shares-0.23%2025-12-312026-01-21

NVDA NVIDIA CORPORATION9.1K shares-7.23%2025-12-312026-01-21

AGG ISHARES TR16.9K shares1.28%2025-12-312026-01-21

IWR ISHARES TR17.4K shares5.45%2025-12-312026-01-21

Sponsored

VTWO VANGUARD SCOTTSDALE FDS15.6K shares4.65%2025-12-312026-01-21

TSLA TESLA INC3.4K shares512.43%2025-12-312026-01-21

IWF ISHARES TR3.0K shares-0.93%2025-12-312026-01-21

MMC MARSH & MCLENNAN COS INC6.7K shares215.71%2025-12-312026-01-21

PYLD PIMCO ETF TR43.5K shares1.86%2025-12-312026-01-21

DFUS DIMENSIONAL ETF TRUST14.7K shares0.00%2025-12-312026-01-21

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.0K shares5.15%2025-12-312026-01-21

JPM JPMORGAN CHASE & CO.3.2K shares-0.28%2025-12-312026-01-21

Sponsored

COST COSTCO WHSL CORP NEW1.2K shares-11.18%2025-12-312026-01-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.9K shares-5.14%2025-12-312026-01-21

ALPHABET INC ALPHABET INC2.9K shares-11.18%2025-12-312026-01-21

VTI VANGUARD INDEX FDS2.6K shares107.87%2025-12-312026-01-21

CAT CATERPILLAR INC1.4K shares16.56%2025-12-312026-01-21

CVX CHEVRON CORP NEW5.3K shares0.23%2025-12-312026-01-21

SCHX SCHWAB STRATEGIC TR28.5K shares0.00%2025-12-312026-01-21

DFUV DIMENSIONAL ETF TRUST15.7K shares0.00%2025-12-312026-01-21

Sponsored

INVESCO QQQ TR INVESCO QQQ TR1.0K shares-10.89%2025-12-312026-01-21

WAL WESTERN ALLIANCE BANCORP7.0K shares-3.43%2025-12-312026-01-21

ALPHABET INC ALPHABET INC1.7K shares9.17%2025-12-312026-01-21

EFA ISHARES TR5.6K shares0.29%2025-12-312026-01-21

V VISA INC1.5K shares2.46%2025-12-312026-01-21

SPY SPDR S&P 500 ETF TR774 shares0.00%2025-12-312026-01-21

META META PLATFORMS INC764 shares8.22%2025-12-312026-01-21

ABBV ABBVIE INC2.1K shares-1.12%2025-12-312026-01-21

Sponsored

UPS UNITED PARCEL SERVICE INC4.5K shares0.07%2025-12-312026-01-21

PH PARKER-HANNIFIN CORP475 shares9.70%2025-12-312026-01-21

PG PROCTER AND GAMBLE CO2.9K shares2.70%2025-12-312026-01-21

DHR DANAHER CORPORATION1.7K shares0.00%2025-12-312026-01-21

PCG PG&E CORP24.7K shares-2.25%2025-12-312026-01-21

BROADCOM INC BROADCOM INC1.1K shares37.90%2025-12-312026-01-21

CSCO CISCO SYS INC5.0K shares13.42%2025-12-312026-01-21

IEI ISHARES TR3.1K shares0.00%2025-12-312026-01-21

Sponsored

XOM EXXON MOBIL CORP2.9K shares10.92%2025-12-312026-01-21

GLD SPDR GOLD TR856 shares6.60%2025-12-312026-01-21

TMO THERMO FISHER SCIENTIFIC INC545 shares-17.55%2025-12-312026-01-21

VST VISTRA CORP1.9K shares0.26%2025-12-312026-01-21

SCHW SCHWAB CHARLES CORP3.1K sharesnew addition2025-12-312026-01-21

STEW SRH TOTAL RETURN FUND INC16.2K shares0.00%2025-12-312026-01-21

IJH ISHARES TR4.4K shares-3.32%2025-12-312026-01-21

FICO FAIR ISAAC CORP164 shares0.00%2025-12-312026-01-21

Sponsored

VYM VANGUARD WHITEHALL FDS1.9K shares0.00%2025-12-312026-01-21

JNJ JOHNSON & JOHNSON1.3K shares1.80%2025-12-312026-01-21

AMD ADVANCED MICRO DEVICES INC1.2K shares-11.49%2025-12-312026-01-21

SDY SPDR SERIES TRUST1.8K shares0.00%2025-12-312026-01-21

QCOM QUALCOMM INC1.5K shares-1.21%2025-12-312026-01-21

ISHARES GOLD TR ISHARES GOLD TR3.0K sharesnew addition2025-12-312026-01-21

ORCL ORACLE CORP1.2K shares4.12%2025-12-312026-01-21

GEV GE VERNOVA INC354 shares1.72%2025-12-312026-01-21

Sponsored

NEAR ISHARES U S ETF TR4.5K shares0.00%2025-12-312026-01-21

GE AEROSPACE GE AEROSPACE716 shares1.56%2025-12-312026-01-21

PLTR PALANTIR TECHNOLOGIES INC1.2K shares-8.46%2025-12-312026-01-21

MAZE MAZE THERAPEUTICS INC5.2K sharesnew addition2025-12-312026-01-21

SLV ISHARES SILVER TR3.3K sharesnew addition2025-12-312026-01-21

AXP AMERICAN EXPRESS CO565 sharesnew addition2025-12-312026-01-21

ABT ABBOTT LABS1.7K shares-1.78%2025-12-312026-01-21

VCV INVESCO CALIF VALUE MUN INCO11.9K shares0.00%2025-12-312026-01-21

Sponsored

CTMX CYTOMX THERAPEUTICS INC17.1K shares0.00%2025-12-312026-01-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available