Westhill Financial Advisors, Inc.
13F Holdings
Filed: 2025-04-21
Portfolio Value
437.10M
arrow_downward
-2.09%
Number of Holdings
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info
Reporting Date
2025-03-31
Key Stats trending_flat
CIK
0001759641
Filing Date
2025-04-21 13:02:14
Address
999 Fifth Ave
San Rafael
CA
Prior Value
446.42M
Top 10 Holdings %
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Portfolio Value
Westhill Financial Advisors, Inc.
(13F - 2025-03-31)
Vanguard Index Fds
VOO
2025-04-21
Value
77.90M
Shares
Portfolio %
17.82%
Vanguard Scottsdale Fds
VONG
2025-04-21
Value
59.81M
Shares
Portfolio %
13.68%
Vanguard Scottsdale Fds
VONV
2025-04-21
Value
59.38M
Shares
Portfolio %
13.59%
Vanguard Tax-Managed Fds
VEA
2025-04-21
Value
57.23M
Shares
Portfolio %
13.09%
Fidelity Merrimack Str Tr
FBND
2025-04-21
Value
33.83M
Shares
Portfolio %
7.74%
Schwab Strategic Tr
SCHR
2025-04-21
Value
26.15M
Shares
Portfolio %
5.98%
Vanguard Intl Equity Index F
VWO
2025-04-21
Value
12.73M
Shares
Portfolio %
2.91%
Schwab Strategic Tr
SCHI
2025-04-21
Value
12.46M
Shares
Portfolio %
2.85%
Value
9.92M
Shares
Portfolio %
2.27%
Ishares Tr
IWS
2025-04-21
Value
8.96M
Shares
Portfolio %
2.05%
Top Increases | Westhill Financial Advisors, Inc.
(2024-12-31 → 2025-03-31)
Vanguard Tax-Managed Fds
VEA
2025-04-21
Value Change
arrow_upward 6.00M
Shares
Portfolio % Change
arrow_upward 1.62%
Portfolio %
13.09%
Fidelity Merrimack Str Tr
FBND
2025-04-21
Value Change
arrow_upward 3.19M
Shares
Portfolio % Change
arrow_upward 0.88%
Portfolio %
7.74%
Schwab Strategic Tr
SCHR
2025-04-21
Value Change
arrow_upward 2.82M
Shares
Portfolio % Change
arrow_upward 0.76%
Portfolio %
5.98%
Vanguard Scottsdale Fds
VONV
2025-04-21
Value Change
arrow_upward 1.36M
Shares
Portfolio % Change
arrow_upward 0.59%
Portfolio %
13.59%
Schwab Strategic Tr
SCHI
2025-04-21
Value Change
arrow_upward 1.58M
Shares
Portfolio % Change
arrow_upward 0.41%
Portfolio %
2.85%
Vanguard Intl Equity Index F
VWO
2025-04-21
Value Change
arrow_upward 883.41K
Shares
Portfolio % Change
arrow_upward 0.26%
Portfolio %
2.91%
Vanguard Index Fds
VNQ
2025-04-21
Value Change
arrow_upward 625.90K
Shares
Portfolio % Change
arrow_upward 0.17%
Portfolio %
1.50%
Pimco Etf Tr
MINT
2025-04-21
Value Change
arrow_upward 245.94K
Shares
Portfolio % Change
arrow_upward 0.09%
Portfolio %
1.53%
Value Change
arrow_upward 181.08K
Shares
Portfolio % Change
arrow_upward 0.05%
Portfolio %
0.24%
Ishares Tr
IWS
2025-04-21
Value Change
arrow_upward -69421.00
Shares
Portfolio % Change
arrow_upward 0.03%
Portfolio %
2.05%
Top Decreases | Westhill Financial Advisors, Inc.
(2024-12-31 → 2025-03-31)
Invesco Calif Value Mun Inco
VCV
2025-04-21
Value Change
arrow_downward -3936.00
Shares
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.03%
Cytomx Therapeutics Inc
CTMX
2025-04-21
Value Change
arrow_downward -6733.00
Shares
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.00%
Value Change
arrow_downward -12202.00
Shares
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.06%
Value Change
arrow_downward -14868.00
Shares
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.07%
Ishares Tr
IJH
2025-04-21
Value Change
arrow_downward -16430.00
Shares
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.06%
Value Change
arrow_downward -42842.00
Shares
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.29%
Value Change
arrow_downward -24071.00
Shares
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.07%
Schwab Strategic Tr
SCHX
2025-04-21
Value Change
arrow_downward -31224.00
Shares
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.14%
Vanguard Index Fds
VTI
2025-04-21
Value Change
arrow_downward -25936.00
Shares
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.08%
Value Change
arrow_downward -24937.00
Shares
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.05%
Westhill Financial Advisors, Inc.
(13F - 2025-03-31)
Comparing to 2024-12-31
New/Increased Position added or increased from
previous period
Closed/Decreased Position closed or decreased
from previous period
arrow_upward
Increase
arrow_downward
Decrease
| Company | Ticker | Type | Shares | Value | Current % | Previous % | % Change | $ Change | $ Change % | Shares Change | Status | Qtr End Price | Filing Date |
|---|
New Positions | Westhill Financial Advisors, Inc.
(2024-12-31 → 2025-03-31)
Vanguard Whitehall Fds
VYM
2025-04-21
Value
add_circle 246.83K
Shares
Portfolio %
0.06%
% Change
0.06%
Spdr Gold Tr
GLD
2025-04-21
Value
add_circle 211.21K
Shares
Portfolio %
0.05%
% Change
0.05%
Quantum Si Inc
QSI
2025-04-21
Value
add_circle 26.07K
Shares
Portfolio %
0.01%
% Change
0.01%
Closed Positions | Westhill Financial Advisors, Inc.
(2024-12-31 → 2025-03-31)
American Express Co
-
2025-01-31
Value
remove_circle 214.58K
Shares
Previous %
0.14%
% Change
-0.14%
Dimensional Etf Trust
-
2025-01-31
Value
remove_circle 200.77K
Shares
Previous %
0.14%
% Change
-0.14%
Eli Lilly & Co
-
2025-01-31
Value
remove_circle 277.15K
Shares
Previous %
0.14%
% Change
-0.14%
Gamco Global Gold Nat Res &
-
2025-01-31
Value
remove_circle 45.62K
Shares
Previous %
0.14%
% Change
-0.14%
Home Depot Inc
-
2025-01-31
Value
remove_circle 205.64K
Shares
Previous %
0.14%
% Change
-0.14%
Oracle Corp
-
2025-01-31
Value
remove_circle 206.47K
Shares
Previous %
0.14%
% Change
-0.14%
Tesla Inc
-
2025-01-31
Value
remove_circle 281.88K
Shares
Previous %
0.14%
% Change
-0.14%
Verizon Communications Inc
-
2025-01-31
Value
remove_circle 209.87K
Shares
Previous %
0.14%
% Change
-0.14%