WestHill Financial Advisors, Inc. — 13F Holdings & Portfolio
CIK 1759641 · latest 13F-HR filed 2026-07-21
WestHill Financial Advisors, Inc. manages $587.3M in 13F-reported U.S. long-equity assets across 82 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VOO (18.04%), VONG (14.26%), VONV (13.57%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 9 new positions, exited 3, added to 45, and trimmed 8.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 300
SAN RAFAEL, CA 94901
$587.3M
Long-equity book
82
Distinct positions
2026-06-30
Filed 2026-07-21
+9 / −3 / ↑45 / ↓8
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD INDEX FDS$13.6M +14.7%
- VANGUARD SCOTTSDALE FDS$11.9M +16.6%
- VANGUARD SCOTTSDALE FDS$9.4M +13.3%
- VANGUARD TAX-MANAGED FDS$7.8M +11.2%
- VANGUARD SCOTTSDALE FDS$2.4M +25.0%
Top Trims
- ACCENTURE PLC IRELAND-$308.7K -39.0%
- CHEVRON CORPORATION-$205.6K -19.9%
- CATERPILLAR INC-$104.1K -10.4%
- COSTCO WHOLESALE CORPORATION-$90.1K -7.7%
- SPDR GOLD TR-$56.9K -15.6%
New Positions
- TRICO BANCSHARES$1.9M
- BANNER CORP$508.4K
- INTEL CORP$376.6K
- QUALCOMM INC$265.8K
- TAIWAN SEMICONDUCTOR MANUFAC$258.4K
Exited Positions
- EXXON MOBIL CORP$496.6K
- ISHARES SILVER TR$225.0K
- VERIZON COMMUNICATIONS INC$203.2K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VOO | 922908363 | $105.9M | 18.04% | 154,260 | SH |
| 2 | VANGUARD SCOTTSDALE FDS | VONG | 92206C680 | $83.7M | 14.26% | 655,188 | SH |
| 3 | VANGUARD SCOTTSDALE FDS | VONV | 92206C714 | $79.7M | 13.57% | 749,559 | SH |
| 4 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $78.0M | 13.27% | 1,094,124 | SH |
| 5 | FIDELITY MERRIMACK STR TR | FBND | 316188309 | $41.6M | 7.09% | 914,982 | SH |
| 6 | SCHWAB STRATEGIC TR | SCHR | 808524854 | $31.8M | 5.42% | 1,290,103 | SH |
| 7 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $16.9M | 2.88% | 283,550 | SH |
| 8 | SCHWAB STRATEGIC TR | SCHI | 808524698 | $14.8M | 2.51% | 652,028 | SH |
| 9 | ISHARES TR | IWS | 464287473 | $12.3M | 2.10% | 74,979 | SH |
| 10 | ISHARES TR | IWP | 464287481 | $12.3M | 2.09% | 83,725 | SH |
| 11 | VANGUARD SCOTTSDALE FDS | VTWG | 92206C623 | $11.9M | 2.03% | 41,503 | SH |
| 12 | VANGUARD SCOTTSDALE FDS | VTWV | 92206C649 | $11.3M | 1.93% | 57,957 | SH |
| 13 | APPLE INC | AAPL | 037833100 | $10.5M | 1.79% | 36,276 | SH |
| 14 | PIMCO ETF TR | MINT | 72201R833 | $8.3M | 1.41% | 81,971 | SH |
| 15 | VANGUARD INDEX FDS | VNQ | 922908553 | $7.9M | 1.35% | 82,017 | SH |
| 16 | NURIX THERAPEUTICS INC | NRIX | 67080M103 | $5.3M | 0.90% | 218,333 | SH |
| 17 | ISHARES TR | IVV | 464287200 | $4.2M | 0.71% | 5,605 | SH |
| 18 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $3.8M | 0.65% | 86,551 | SH |
| 19 | AMAZON COM INC | AMZN | 023135106 | $3.0M | 0.51% | 12,664 | SH |
| 20 | ISHARES TR | IWD | 464287598 | $2.4M | 0.41% | 9,980 | SH |
| 21 | MICROSOFT CORP | MSFT | 594918104 | $2.3M | 0.40% | 6,267 | SH |
| 22 | TRICO BANCSHARES | TCBK | 896095106 | $1.9M | 0.33% | 35,950 | SH |
| 23 | ISHARES TR | IWR | 464287499 | $1.9M | 0.32% | 17,047 | SH |
| 24 | VANGUARD SCOTTSDALE FDS | VTWO | 92206C664 | $1.8M | 0.31% | 14,768 | SH |
| 25 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.8M | 0.30% | 8,753 | SH |
| 26 | ISHARES TR | AGG | 464287226 | $1.7M | 0.30% | 17,524 | SH |
| 27 | ISHARES TR | IWF | 464287614 | $1.4M | 0.24% | 11,321 | SH |
| 28 | TESLA INC | TSLA | 88160R101 | $1.3M | 0.21% | 2,987 | SH |
| 29 | PIMCO ETF TR | PYLD | 72201R585 | $1.2M | 0.20% | 44,051 | SH |
| 30 | DIMENSIONAL ETF TRUST | DFUS | 25434V401 | $1.2M | 0.20% | 14,223 | SH |
| 31 | MARSH & MCLENNAN COS INC | MRSH | 571748102 | $1.1M | 0.19% | 6,709 | SH |
| 32 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $1.1M | 0.18% | 1,151 | SH |
| 33 | JPMORGAN CHASE & CO | JPM | 46625H100 | $1.0M | 0.18% | 3,205 | SH |
| 34 | ALPHABET INC | GOOG | 02079K107 | $1.0M | 0.17% | 2,853 | SH |
| 35 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $949.2K | 0.16% | 1,897 | SH |
| 36 | VANGUARD INDEX FDS | VTI | 922908769 | $908.1K | 0.15% | 2,454 | SH |
| 37 | CATERPILLAR INC | CAT | 149123101 | $895.6K | 0.15% | 841 | SH |
| 38 | DIMENSIONAL ETF TRUST | DFUV | 25434V724 | $847.8K | 0.14% | 15,411 | SH |
| 39 | CHEVRON CORPORATION | CVX | 166764100 | $827.9K | 0.14% | 4,995 | SH |
| 40 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $821.1K | 0.14% | 27,900 | SH |
| 41 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $693.9K | 0.12% | 929 | SH |
| 42 | INVESCO QQQ TR | QQQ | 46090E103 | $674.1K | 0.11% | 915 | SH |
| 43 | WESTERN ALLIANCE BANCORP | WAL | 957638109 | $628.6K | 0.11% | 7,647 | SH |
| 44 | ALPHABET INC | GOOGL | 02079K305 | $627.1K | 0.11% | 1,755 | SH |
| 45 | CISCO SYS INC | CSCO | 17275R102 | $578.8K | 0.10% | 4,928 | SH |
| 46 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $547.8K | 0.09% | 943 | SH |
| 47 | VISA INC | V | 92826C839 | $546.5K | 0.09% | 1,593 | SH |
| 48 | ABBVIE INC | ABBV | 00287Y109 | $541.3K | 0.09% | 2,151 | SH |
| 49 | ISHARES TR | EFA | 464287465 | $525.1K | 0.09% | 5,054 | SH |
| 50 | BANNER CORP | BANR | 06652V208 | $508.4K | 0.09% | 7,652 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-21 | $587.3M | 82 | 0002085853-26-000786 |
| 2026-03-31 | 2026-04-09 | $523.0M | 76 | 0002085853-26-000325 |
| 2025-12-31 | 2026-01-21 | $526.4M | 81 | 0002085853-26-000059 |