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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
+6.4%
1 Year Est. Return
+20.13%
3 Year Est. Return
+55.91%
5 Year Est. Return
+50.5%
10 Year Est. Return
–
AUM
$510M
AUM Growth
+$38.8M
Cap. Flow
+$9.47M
Cap. Flow %
1.86%
Top 10 Hldgs %
81.92%
Holding
79
New
7
Increased
24
Reduced
28
Closed
1

Top Buys

Rank Stock Value
1
FBND icon
Fidelity Total Bond ETF
FBND
+$2.78M
2
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$2.5M
3
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.95M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$855K
5
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$849K

Top Sells

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.24M
2
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$745K
3
AAPL icon
Apple
AAPL
+$487K
4
DIS icon
Walt Disney
DIS
+$264K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$208K

Sector Composition

Rank Sector Weight
1 Technology 3.64%
2 Healthcare 0.74%
3 Financials 0.7%
4 Consumer Discretionary 0.47%
5 Industrials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UPS icon
51
United Parcel Service
UPS
$88.1B
$373K 0.07%
4,463
+3
+0.1% +$272
IEI icon
52
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$370K 0.07%
3,099
+45
+1% +$5.35K
DHR icon
53
Danaher
DHR
$139B
$344K 0.07%
1,736
– –
PH icon
54
Parker-Hannifin
PH
$134B
$328K 0.06%
433
– –
ORCL icon
55
Oracle
ORCL
$416B
$321K 0.06%
1,142
-55
-5% -$14K
TMO icon
56
Thermo Fisher Scientific
TMO
$212B
$321K 0.06%
661
+5
+0.8% +$2.33K
CSCO icon
57
Cisco
CSCO
$478B
$301K 0.06%
4,404
-216
-5% -$14.7K
IJH icon
58
iShares Core S&P Mid-Cap ETF
IJH
$125B
$297K 0.06%
4,547
-28
-0.6% -$1.8K
XOM icon
59
ExxonMobil
XOM
$636B
$296K 0.06%
2,629
-288
-10% -$32K
STEW
60
SRH Total Return Fund
STEW
$1.8B
$294K 0.06%
16,168
– –
GLD icon
61
SPDR Gold Trust
GLD
$137B
$285K 0.06%
803
+56
+7% +$17.8K
AVGO icon
62
Broadcom
AVGO
$2.01T
$270K 0.05%
818
-9
-1% -$2.76K
VYM icon
63
Vanguard High Dividend Yield ETF
VYM
$82.4B
$270K 0.05%
1,914
– –
SDY icon
64
State Street SPDR S&P Dividend ETF
SDY
$23.7B
$255K 0.05%
1,822
– –
QCOM icon
65
Qualcomm
QCOM
$168B
$248K 0.05%
1,493
– –
TSLA icon
66
Tesla
TSLA
$1.26T
$247K 0.05%
+555
New +$192K
FICO icon
67
Fair Isaac
FICO
$22.4B
$245K 0.05%
164
– –
PLTR icon
68
Palantir
PLTR
$376B
$242K 0.05%
+1,324
New +$215K
JNJ icon
69
Johnson & Johnson
JNJ
$617B
$237K 0.05%
1,279
-149
-10% -$25.5K
NEAR icon
70
iShares Short Maturity Bond ETF
NEAR
$4.84B
$230K 0.05%
4,478
+111
+3% +$5.67K
ABT icon
71
Abbott
ABT
$185B
$225K 0.04%
1,683
-22
-1% -$2.89K
AMD icon
72
Advanced Micro Devices
AMD
$799B
$225K 0.04%
+1,392
New +$225K
GEV icon
73
GE Vernova
GEV
$272B
$214K 0.04%
+348
New +$211K
GE icon
74
GE Aerospace
GE
$391B
$212K 0.04%
+705
New +$193K
HD icon
75
Home Depot
HD
$348B
$211K 0.04%
+520
New +$204K
1 2
3
4

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TAM
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CGIM
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WestHill Financial Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, WestHill Financial Advisors held 79 positions worth $510M, up 8.2% from $471M the previous quarter. Its ten largest holdings account for 82% of the portfolio.

WestHill Financial Advisors's Q3 2025 filing shows 7 new, 24 increased, 28 reduced and 1 closed positions. Its largest new stake was Advanced Micro Devices: 1,392 shares worth $225K. The largest sale was Vanguard FTSE Developed Markets ETF, an estimated $1.24M.

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

  • WestHill Financial Advisors's largest Q3 2025 buy was Advanced Micro Devices: 1,392 shares worth $225K.
  • WestHill Financial Advisors added most to Fidelity Total Bond ETF in Q3 2025, an estimated $2.78M increase.
  • WestHill Financial Advisors's biggest Q3 2025 reduction was Vanguard FTSE Developed Markets ETF, cutting an estimated $1.24M.
  • WestHill Financial Advisors fully exited Walt Disney in Q3 2025, selling an estimated $264K.
  • WestHill Financial Advisors's ten largest holdings make up 82% of its $510M portfolio in Q3 2025.
  • WestHill Financial Advisors opened 7 new positions and closed 1 in Q3 2025.
  • WestHill Financial Advisors's portfolio value rose 8.2% quarter-over-quarter to $510M.

Based on WestHill Financial Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.