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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
+2.76%
1 Year Est. Return
+20.13%
3 Year Est. Return
+55.91%
5 Year Est. Return
+50.5%
10 Year Est. Return
–
AUM
$526M
AUM Growth
+$16.2M
Cap. Flow
+$4.71M
Cap. Flow %
0.89%
Top 10 Hldgs %
81.15%
Holding
83
New
5
Increased
37
Reduced
24
Closed
2

Top Buys

Rank Stock Value
1
FBND icon
Fidelity Total Bond ETF
FBND
+$1.47M
2
TSLA icon
Tesla
TSLA
+$1.26M
3
MRSH
Marsh
MRSH
+$860K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$531K
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$490K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$939K
2
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$478K
3
HD icon
Home Depot
HD
+$211K
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$204K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$165K

Sector Composition

Rank Sector Weight
1 Technology 3.5%
2 Healthcare 1.2%
3 Financials 0.93%
4 Consumer Discretionary 0.68%
5 Industrials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PG icon
51
Procter & Gamble
PG
$345B
$409K 0.08%
2,856
+75
+3% +$11.1K
DHR icon
52
Danaher
DHR
$137B
$397K 0.08%
1,736
– –
PCG icon
53
PG&E
PCG
$38.4B
$397K 0.08%
24,689
-569
-2% -$9.09K
AVGO icon
54
Broadcom
AVGO
$1.99T
$390K 0.07%
1,128
+310
+38% +$111K
CSCO icon
55
Cisco
CSCO
$480B
$385K 0.07%
4,995
+591
+13% +$43.9K
IEI icon
56
iShares 3-7 Year Treasury Bond ETF
IEI
$17.8B
$370K 0.07%
3,099
– –
XOM icon
57
ExxonMobil
XOM
$638B
$351K 0.07%
2,916
+287
+11% +$33.3K
GLD icon
58
SPDR Gold Trust
GLD
$132B
$339K 0.06%
856
+53
+7% +$20.2K
TMO icon
59
Thermo Fisher Scientific
TMO
$209B
$316K 0.06%
545
-116
-18% -$65.6K
VST icon
60
Vistra
VST
$48.3B
$312K 0.06%
1,936
+5
+0.3% +$911
SCHW
61
Charles Schwab
SCHW
$185B
$307K 0.06%
+3,069
New +$291K
STEW
62
SRH Total Return Fund
STEW
$1.81B
$300K 0.06%
16,168
– –
IJH icon
63
iShares Core S&P Mid-Cap ETF
IJH
$126B
$290K 0.06%
4,396
-151
-3% -$9.89K
FICO icon
64
Fair Isaac
FICO
$22.6B
$277K 0.05%
164
– –
VYM icon
65
Vanguard High Dividend Yield ETF
VYM
$82.6B
$275K 0.05%
1,914
– –
JNJ icon
66
Johnson & Johnson
JNJ
$614B
$269K 0.05%
1,302
+23
+2% +$4.55K
AMD icon
67
Advanced Micro Devices
AMD
$846B
$264K 0.05%
1,232
-160
-11% -$35.9K
SDY icon
68
State Street SPDR S&P Dividend ETF
SDY
$23.8B
$254K 0.05%
1,822
– –
QCOM icon
69
Qualcomm
QCOM
$171B
$252K 0.05%
1,475
-18
-1% -$3.08K
IAU icon
70
iShares Gold Trust
IAU
$63.3B
$247K 0.05%
+3,044
New +$238K
ORCL icon
71
Oracle
ORCL
$420B
$232K 0.04%
1,189
+47
+4% +$11.2K
GEV icon
72
GE Vernova
GEV
$271B
$231K 0.04%
354
+6
+2% +$3.65K
NEAR icon
73
iShares Short Maturity Bond ETF
NEAR
$4.85B
$229K 0.04%
4,478
– –
GE icon
74
GE Aerospace
GE
$391B
$221K 0.04%
716
+11
+2% +$3.31K
PLTR icon
75
Palantir
PLTR
$390B
$215K 0.04%
1,212
-112
-8% -$20.3K
1 2
3
4

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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
Garden Investment Management Greenwich, Connecticut $586M AUM 15.35% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
TAM
Talos Asset Management New York $585M AUM 204.8% 1-Year Est. Return

WestHill Financial Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, WestHill Financial Advisors held 83 positions worth $526M, up 3.2% from $510M the previous quarter. Its ten largest holdings account for 81% of the portfolio.

WestHill Financial Advisors's Q4 2025 filing shows 5 new, 37 increased, 24 reduced and 2 closed positions. Its largest new stake was Charles Schwab: 3,069 shares worth $307K. The largest sale was Apple, an estimated $939K.

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 Q4 2025 buy was Charles Schwab: 3,069 shares worth $307K.
  • WestHill Financial Advisors added most to Fidelity Total Bond ETF in Q4 2025, an estimated $1.47M increase.
  • WestHill Financial Advisors's biggest Q4 2025 reduction was Apple, cutting an estimated $939K.
  • WestHill Financial Advisors fully exited Home Depot in Q4 2025, selling an estimated $211K.
  • WestHill Financial Advisors's ten largest holdings make up 81% of its $526M portfolio in Q4 2025.
  • WestHill Financial Advisors opened 5 new positions and closed 2 in Q4 2025.
  • WestHill Financial Advisors's portfolio value rose 3.2% quarter-over-quarter to $526M.

Based on WestHill Financial Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.