WestHill Financial Advisors, Inc.

Q3 2025 13F-HR Holdings

Location
San Rafael, CA
Holdings as of
9/30/2025
Date filed
10/14/2025
Form type
13F-HR
Num holdings
78
Total value ($000)
$510,268
Net value change ($000)
+38,833 (8.2%)
New positions
7
Sold out positions
1
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2025 Next filing: 1/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOO 7,581 8.8%
VONG 6,405 9.2%
VONV 5,545 9.1%
FBND 3,165 9.3%
SCHR 2,066 7.8%
VEA 1,992 3.1%
AAPL 1,633 18.0%
VTWG 1,269 15.3%
VTWV 1,240 15.6%
VWO 1,109 8.0%
Top Reduces (Value $000, Stocks/ETFs)
NRIX -491 -18.9%
DIS -264 -100.0%
ACN -225 -19.2%
COST -86 -6.5%
UPS -77 -17.1%
FICO -55 -18.3%
MRSH -36 -7.7%
PG -31 -6.8%
V -26 -4.8%
AMZN -21 -1.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type