Westhill Financial Advisors, Inc. Top Holdings and 13F Report (2025) About Westhill Financial Advisors, Inc.Investment ActivityWesthill Financial Advisors, Inc. has $510.27 million in total holdings as of September 30, 2025.Westhill Financial Advisors, Inc. owns shares of 78 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 2.57% of the portfolio was purchased this quarter.About 0.69% of the portfolio was sold this quarter.This quarter, Westhill Financial Advisors, Inc. has purchased 72 new stocks and bought additional shares in 24 stocks.Westhill Financial Advisors, Inc. sold shares of 28 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 ETF $93,297,889Vanguard Russell 1000 Growth ETF $75,865,665Vanguard Russell 1000 Value ETF $66,693,512Vanguard FTSE Developed Markets ETF $66,033,477Fidelity Total Bond ETF $37,301,947 Largest New Holdings this Quarter 88160R101 - Tesla $246,820 Holding69608A108 - PALANTIR TECHNOLOGIES INC $241,524 Holding007903107 - Advanced Micro Devices $225,212 Holding36828A101 - GE VERNOVA INC $213,985 Holding369604301 - GE Aerospace $212,175 Holding Largest Purchases this Quarter Fidelity Total Bond ETF 60,539 shares (about $2.80M)Vanguard Russell 1000 Value ETF 28,633 shares (about $2.56M)Schwab Intermediate-Term U.S. Treasury ETF 77,980 shares (about $1.96M)Vanguard S&P 500 ETF 1,451 shares (about $888.56K)Schwab 5-10 Year Corporate Bond ETF 37,196 shares (about $858.48K) Largest Sales this Quarter Vanguard FTSE Developed Markets ETF 21,298 shares (about $1.28M)Vanguard Russell 1000 Growth ETF 6,501 shares (about $783.37K)Apple 2,156 shares (about $548.98K)Vanguard FTSE Emerging Markets ETF 4,041 shares (about $218.94K)Alphabet 341 shares (about $83.06K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWesthill Financial Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$93,297,889$888,563 ▲1.0%152,35318.3%ETFVONGVanguard Russell 1000 Growth ETF$75,865,665$783,370 ▼-1.0%629,59114.9%ETFVONVVanguard Russell 1000 Value ETF$66,693,512$2,558,931 ▲4.0%746,26313.1%ETFVEAVanguard FTSE Developed Markets ETF$66,033,477$1,276,177 ▼-1.9%1,102,02712.9%ETFFBNDFidelity Total Bond ETF$37,301,947$2,799,323 ▲8.1%806,7037.3%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$28,625,885$1,959,637 ▲7.3%1,139,1125.6%ETFVWOVanguard FTSE Emerging Markets ETF$15,021,795$218,942 ▼-1.4%277,2572.9%ETFSCHISchwab 5-10 Year Corporate Bond ETF$13,692,242$858,484 ▲6.7%593,2512.7%ETFIWPiShares Russell Mid-Cap Growth ETF$10,790,590$204,644 ▲1.9%75,7712.1%ETFAAPLApple$10,687,100$548,984 ▼-4.9%41,9712.1%Computer and TechnologyIWSiShares Russell Mid-Cap Value ETF$10,384,406$423,477 ▲4.3%74,3502.0%ETFVTWGVanguard Russell 2000 Growth ETF$9,583,292$259,494 ▲2.8%40,9931.9%ETFVTWVVanguard Russell 2000 Value ETF$9,194,349$281,035 ▲3.2%58,9871.8%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$7,578,401$547,248 ▲7.8%75,2651.5%ETFVNQVanguard Real Estate ETF$7,047,786$434,796 ▲6.6%77,0921.4%ETFIVViShares Core S&P 500 ETF$4,092,157$15,394 ▼-0.4%6,1140.8%ETFDFACDimensional U.S. Core Equity 2 ETF$3,349,3420.0%86,8380.7%ETFMSFTMicrosoft$3,260,270$3,107 ▼-0.1%6,2950.6%Computer and TechnologyNRIXNurix Therapeutics$2,109,7970.0%228,3330.4%MedicalIWDiShares Russell 1000 Value ETF$2,089,234$13,030 ▼-0.6%10,2620.4%ETFAMZNAmazon.com$1,966,030$22,835 ▼-1.1%8,9540.4%Retail/WholesaleNVDANVIDIA$1,835,155$21,456 ▼-1.2%9,8360.4%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$1,670,466$132,430 ▲8.6%16,6630.3%FinanceIWRiShares Russell Mid-Cap ETF$1,591,551$55,227 ▲3.6%16,4840.3%ETFVTWOVanguard Russell 2000 ETF$1,454,766$33,552 ▲2.4%14,8720.3%ETFIWFiShares Russell 1000 Growth ETF$1,405,460$1,874 ▼-0.1%3,0000.3%ETFCOSTCostco Wholesale$1,241,8880.0%1,3420.2%Retail/WholesalePYLDPIMCO Multi Sector Bond Active ETF$1,146,095$84,412 ▲8.0%42,7010.2%ETFDFUSDimensional U.S. Equity ETF$1,065,013$1,087 ▼-0.1%14,7020.2%ETFJPMJPMorgan Chase & Co.$1,014,977$631 ▲0.1%3,2180.2%FinanceBRK.BBerkshire Hathaway$1,006,4850.0%2,0020.2%FinanceACNAccenture$943,985$20,714 ▼-2.1%3,8280.2%Computer and TechnologyCVXChevron$825,806$2,795 ▼-0.3%5,3180.2%EnergyGOOGAlphabet$803,775$83,057 ▼-9.4%3,3000.2%Computer and TechnologySCHXSchwab US Large-Cap ETF$750,479$25,365 ▼-3.3%28,4920.1%ETFDFUVDimensional US Marketwide Value ETF$702,7950.0%15,7260.1%ETFQQQInvesco QQQ$689,4780.0%1,1480.1%FinanceWALWestern Alliance Bancorporation$632,1020.0%7,2890.1%FinanceCATCaterpillar$587,8490.0%1,2320.1%IndustrialsEFAiShares MSCI EAFE ETF$523,407$21,941 ▼-4.0%5,6060.1%FinanceMETAMeta Platforms$518,472$2,938 ▼-0.6%7060.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$515,777$5,331 ▲1.0%7740.1%FinanceVVisa$512,811$5,463 ▼-1.1%1,5020.1%Business ServicesABBVAbbVie$497,116$18,292 ▼-3.5%2,1470.1%MedicalMMCMarsh & McLennan Companies$429,6620.0%2,1320.1%FinancePGProcter & Gamble$427,299$14,750 ▼-3.3%2,7810.1%Consumer StaplesVTIVanguard Total Stock Market ETF$416,628$1,968 ▲0.5%1,2700.1%ETFGOOGLAlphabet$387,010$63,934 ▼-14.2%1,5920.1%Computer and TechnologyPCGPacific Gas & Electric$380,8940.0%25,2580.1%UtilitiesVSTVistra$378,322$1,176 ▲0.3%1,9310.1%UtilitiesUPSUnited Parcel Service$372,806$251 ▲0.1%4,4630.1%TransportationIEIiShares 3-7 Year Treasury Bond ETF$370,361$5,378 ▲1.5%3,0990.1%ETFDHRDanaher$344,1790.0%1,7360.1%MedicalPHParker-Hannifin$328,2790.0%4330.1%IndustrialsORCLOracle$321,176$15,468 ▼-4.6%1,1420.1%Computer and TechnologyTMOThermo Fisher Scientific$320,598$2,425 ▲0.8%6610.1%MedicalCSCOCisco Systems$301,322$14,779 ▼-4.7%4,4040.1%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$296,716$1,827 ▼-0.6%4,5470.1%ETFXOMExxon Mobil$296,420$32,472 ▼-9.9%2,6290.1%EnergySTEWSRH Total Return Fund$293,6110.0%16,1680.1%FinanceGLDSPDR Gold Shares$285,442$19,906 ▲7.5%8030.1%FinanceAVGOBroadcom$269,866$2,969 ▼-1.1%8180.1%Computer and TechnologyVYMVanguard High Dividend Yield ETF$269,7780.0%1,9140.1%ETFSDYSPDR S&P Dividend ETF$255,1710.0%1,8220.1%ETFQCOMQUALCOMM$248,3970.0%1,4930.0%Computer and TechnologyTSLATesla$246,820$246,820 ▲New Holding5550.0%Auto/Tires/TrucksFICOFair Isaac$245,4310.0%1640.0%Computer and TechnologyPALANTIR TECHNOLOGIES INC$241,524$241,524 ▲New Holding1,3240.0%CL AJNJJohnson & Johnson$237,152$27,628 ▼-10.4%1,2790.0%MedicalNEARiShares Short Duration Bond Active ETF$229,632$5,692 ▲2.5%4,4780.0%ETFABTAbbott Laboratories$225,420$2,947 ▼-1.3%1,6830.0%MedicalAMDAdvanced Micro Devices$225,212$225,212 ▲New Holding1,3920.0%Computer and TechnologyGE VERNOVA INC$213,985$213,985 ▲New Holding3480.0%COMGEGE Aerospace$212,175$212,175 ▲New Holding7050.0%AerospaceHDHome Depot$210,682$210,682 ▲New Holding5200.0%Retail/WholesaleDFATDimensional U.S. Targeted Value ETF$204,492$204,492 ▲New Holding3,5130.0%ETFVCVINV VK CA VALU$126,2860.0%11,9250.0%FinanceCTMXCytomX Therapeutics$54,4920.0%17,0820.0%MedicalDISWalt Disney$0$264,457 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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