WestHill Financial Advisors, Inc.

Q4 2025 13F-HR Holdings

Location
San Rafael, CA
Holdings as of
12/31/2025
Date filed
1/21/2026
Form type
13F-HR
Num holdings
81
Total value ($000)
$526,440
Net value change ($000)
+16,172 (3.2%)
New positions
5
Sold out positions
2
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/14/2025 Next filing: 4/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VEA 3,353 5.1%
VONV 2,685 4.0%
NRIX 2,221 105.3%
VOO 2,081 2.2%
FBND 1,297 3.5%
TSLA 1,282 519.0%
MRSH 819 190.5%
VTI 468 112.2%
VONG 309 0.4%
SCHW 307 NEW
Top Reduces (Value $000, Stocks/ETFs)
IWP -326 -3.0%
AAPL -228 -2.1%
COST -214 -17.2%
HD -211 -100.0%
DFAT -204 -100.0%
NVDA -133 -7.2%
VNQ -133 -1.9%
MSFT -101 -3.1%
ORCL -89 -27.7%
VST -66 -17.5%
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