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WFA

WestHill Financial Advisors Portfolio holdings

AUM $587M
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
+8.51%
1 Year Est. Return
+20.13%
3 Year Est. Return
+55.91%
5 Year Est. Return
+50.5%
10 Year Est. Return
–
AUM
$471M
AUM Growth
+$34.3M
Cap. Flow
-$379K
Cap. Flow %
-0.08%
Top 10 Hldgs %
82.17%
Holding
75
New
2
Increased
29
Reduced
22
Closed
3

Top Buys

Rank Stock Value
1
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$353K
2
FBND icon
Fidelity Total Bond ETF
FBND
+$228K
3
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$224K
4
ORCL icon
Oracle
ORCL
+$193K
5
AVGO icon
Broadcom
AVGO
+$180K

Top Sells

Rank Stock Value
1
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$838K
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$358K
3
UNH icon
UnitedHealth
UNH
+$254K
4
AMD icon
Advanced Micro Devices
AMD
+$232K
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$145K

Sector Composition

Rank Sector Weight
1 Technology 3.45%
2 Healthcare 0.87%
3 Financials 0.74%
4 Consumer Discretionary 0.42%
5 Consumer Staples 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWF icon
26
iShares Russell 1000 Growth ETF
IWF
$121B
$1.28M 0.27%
12,016
-36
-0.3% -$3.44K
VTWO icon
27
Vanguard Russell 2000 ETF
VTWO
$17.3B
$1.27M 0.27%
14,529
+556
+4% +$45.2K
ACN icon
28
Accenture
ACN
$102B
$1.17M 0.25%
3,912
-7
-0.2% -$2.13K
PYLD icon
29
PIMCO Multi Sector Bond Active ETF
PYLD
$15B
$1.05M 0.22%
39,556
+808
+2% +$21.1K
DFUS
30
Dimensional US Equity ETF
DFUS
$20.8B
$986K 0.21%
14,717
– –
BRK.B icon
31
Berkshire Hathaway Class B
BRK.B
$1.1T
$973K 0.21%
2,002
+50
+3% +$25.4K
JPM icon
32
JPMorgan Chase
JPM
$935B
$932K 0.2%
3,216
+31
+1% +$7.91K
CVX icon
33
Chevron
CVX
$392B
$764K 0.16%
5,336
+24
+0.5% +$3.38K
SCHX icon
34
Schwab US Large- Cap ETF
SCHX
$71.8B
$720K 0.15%
29,455
+1,069
+4% +$24.2K
DFUV icon
35
Dimensional US Marketwide Value ETF
DFUV
$15.4B
$665K 0.14%
15,726
– –
GOOG icon
36
Alphabet (Google) Class C
GOOG
$4.36T
$646K 0.14%
3,641
+1,024
+39% +$169K
QQQ icon
37
Invesco QQQ Trust
QQQ
$461B
$634K 0.13%
1,148
+2
+0.2% +$995
WAL icon
38
Western Alliance Bancorporation
WAL
$8.79B
$568K 0.12%
7,289
– –
V icon
39
Visa
V
$684B
$539K 0.11%
1,518
+121
+9% +$42.2K
META icon
40
Meta Platforms (Facebook)
META
$1.42T
$524K 0.11%
710
+2
+0.3% +$1.24K
EFA icon
41
iShares MSCI EAFE ETF
EFA
$78B
$522K 0.11%
5,841
-76
-1% -$6.49K
CAT icon
42
Caterpillar
CAT
$375B
$478K 0.1%
1,232
– –
SPY icon
43
State Street SPDR S&P 500 ETF Trust
SPY
$795B
$473K 0.1%
766
-2
-0.3% -$1.14K
MRSH
44
Marsh
MRSH
$90.5B
$466K 0.1%
2,132
– –
PG icon
45
Procter & Gamble
PG
$336B
$458K 0.1%
2,877
-4
-0.1% -$653
UPS icon
46
United Parcel Service
UPS
$88.6B
$450K 0.1%
4,460
+3
+0.1% +$295
ABBV icon
47
AbbVie
ABBV
$443B
$413K 0.09%
2,226
-82
-4% -$15.2K
VTI icon
48
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$384K 0.08%
1,264
+2
+0.2% +$563
VST icon
49
Vistra
VST
$50B
$373K 0.08%
1,925
– –
IEI icon
50
iShares 3-7 Year Treasury Bond ETF
IEI
$17.8B
$364K 0.08%
3,054
– –
1
2
3

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FMI
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MC
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DP
Diadema Partners Morristown, New Jersey $588M AUM 182.75% 1-Year Est. Return
PFG
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GIM
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EGWAG
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TAM
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WestHill Financial Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, WestHill Financial Advisors held 75 positions worth $471M, up 7.9% from $437M the previous quarter. Its ten largest holdings account for 82% of the portfolio.

WestHill Financial Advisors's Q2 2025 filing shows 2 new, 29 increased, 22 reduced and 3 closed positions. Its largest new stake was Oracle: 1,197 shares worth $262K. The largest sale was Vanguard Russell 1000 Growth ETF, an estimated $838K.

By sector, the portfolio is most concentrated in Technology at 3.5% of assets, down from 3.6% a quarter earlier, followed by Healthcare and Financials.

  • WestHill Financial Advisors's largest Q2 2025 buy was Oracle: 1,197 shares worth $262K.
  • WestHill Financial Advisors added most to PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q2 2025, an estimated $353K increase.
  • WestHill Financial Advisors's biggest Q2 2025 reduction was Vanguard Russell 1000 Growth ETF, cutting an estimated $838K.
  • WestHill Financial Advisors fully exited UnitedHealth in Q2 2025, selling an estimated $254K.
  • WestHill Financial Advisors's ten largest holdings make up 82% of its $471M portfolio in Q2 2025.
  • WestHill Financial Advisors opened 2 new positions and closed 3 in Q2 2025.
  • WestHill Financial Advisors's portfolio value rose 7.9% quarter-over-quarter to $471M.

Based on WestHill Financial Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.