WestHill Financial Advisors, Inc. — 13F Holdings & Portfolio
CIK 1759641 · latest 13F-HR filed 2026-04-09
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.
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AUM
$523.0M
Long-equity book
Holdings
76
Distinct positions
Period
2026-03-31
Filed 2026-04-09
Q/Q Activity
+3 / −8 / ↑15 / ↓29
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- FIDELITY MERRIMACK STR TR$2.2M +5.8%
- SCHWAB STRATEGIC TR$2.2M +7.7%
- AMAZON COM INC$639.6K +31.0%
- PIMCO ETF TR$472.0K +6.3%
- VANGUARD INDEX FDS$393.1K +5.7%
Top Trims
- VANGUARD SCOTTSDALE FDS-$4.4M -5.7%
- APPLE INC-$940.2K -9.0%
- MICROSOFT CORP-$798.7K -25.3%
- NURIX THERAPEUTICS INC-$792.3K -18.3%
- TESLA INC-$362.4K -23.7%
New Positions
- INVESCO EXCHANGE TRADED FD T$204.0K
- DIMENSIONAL ETF TRUST$203.6K
- VERIZON COMMUNICATIONS INC$203.2K
Exited Positions
- FAIR ISAAC CORP$277.3K
- QUALCOMM INC$252.3K
- ISHARES GOLD TR$247.1K
- ORACLE CORP$231.7K
- PALANTIR TECHNOLOGIES INC$215.4K
All Holdings
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 | $92.3M | 17.66% | 154,531 | SH |
| 2 | VANGUARD SCOTTSDALE FDS | VONG | 92206C680 | $71.8M | 13.73% | 654,798 | SH |
| 3 | VANGUARD SCOTTSDALE FDS | VONV | 92206C714 | $70.3M | 13.44% | 749,976 | SH |
| 4 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $70.1M | 13.41% | 1,094,065 | SH |
| 5 | FIDELITY MERRIMACK STR TR | FBND | 316188309 | $40.8M | 7.81% | 895,365 | SH |
| 6 | SCHWAB STRATEGIC TR | SCHR | 808524854 | $30.8M | 5.88% | 1,234,746 | SH |
| 7 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $15.3M | 2.92% | 282,811 | SH |
| 8 | SCHWAB STRATEGIC TR | SCHI | 808524698 | $14.3M | 2.74% | 632,171 | SH |
| 9 | ISHARES TR | IWS | 464287473 | $11.0M | 2.10% | 75,215 | SH |
| 10 | ISHARES TR | IWP | 464287481 | $10.7M | 2.04% | 83,417 | SH |
| 11 | VANGUARD SCOTTSDALE FDS | VTWV | 92206C649 | $9.7M | 1.86% | 58,233 | SH |
| 12 | VANGUARD SCOTTSDALE FDS | VTWG | 92206C623 | $9.6M | 1.83% | 41,701 | SH |
| 13 | APPLE INC | AAPL | 037833100 | $9.5M | 1.82% | 37,508 | SH |
| 14 | PIMCO ETF TR | MINT | 72201R833 | $8.0M | 1.53% | 79,703 | SH |
| 15 | VANGUARD INDEX FDS | VNQ | 922908553 | $7.3M | 1.40% | 82,390 | SH |
| 16 | ISHARES TR | IVV | 464287200 | $3.9M | 0.74% | 5,953 | SH |
| 17 | NURIX THERAPEUTICS INC | NRIX | 67080M103 | $3.5M | 0.68% | 228,333 | SH |
| 18 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $3.4M | 0.64% | 86,551 | SH |
| 19 | AMAZON COM INC | AMZN | 023135106 | $2.7M | 0.52% | 12,971 | SH |
| 20 | MICROSOFT CORP | MSFT | 594918104 | $2.4M | 0.45% | 6,376 | SH |
| 21 | ISHARES TR | IWD | 464287598 | $2.1M | 0.41% | 9,980 | SH |
| 22 | ISHARES TR | AGG | 464287226 | $1.7M | 0.33% | 17,437 | SH |
| 23 | ISHARES TR | IWR | 464287499 | $1.7M | 0.32% | 17,146 | SH |
| 24 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.6M | 0.30% | 9,098 | SH |
| 25 | VANGUARD SCOTTSDALE FDS | VTWO | 92206C664 | $1.5M | 0.29% | 14,881 | SH |
| 26 | ISHARES TR | IWF | 464287614 | $1.2M | 0.23% | 2,830 | SH |
| 27 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $1.2M | 0.22% | 1,171 | SH |
| 28 | TESLA INC | TSLA | 88160R101 | $1.2M | 0.22% | 3,137 | SH |
| 29 | MARSH & MCLENNAN COS INC | MRSH | 571748102 | $1.2M | 0.22% | 6,709 | SH |
| 30 | PIMCO ETF TR | PYLD | 72201R585 | $1.2M | 0.22% | 44,016 | SH |
| 31 | CHEVRON CORPORATION | CVX | 166764100 | $1.0M | 0.20% | 4,996 | SH |
| 32 | DIMENSIONAL ETF TRUST | DFUS | 25434V401 | $1.0M | 0.19% | 14,223 | SH |
| 33 | CATERPILLAR INC | CAT | 149123101 | $999.6K | 0.19% | 1,411 | SH |
| 34 | JPMORGAN CHASE & CO | JPM | 46625H100 | $942.4K | 0.18% | 3,204 | SH |
| 35 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $909.0K | 0.17% | 1,897 | SH |
| 36 | ALPHABET INC | GOOG | 02079K107 | $818.3K | 0.16% | 2,853 | SH |
| 37 | VANGUARD INDEX FDS | VTI | 922908769 | $795.7K | 0.15% | 2,480 | SH |
| 38 | ACCENTURE PLC IRELAND | ACN | G1151C101 | $792.2K | 0.15% | 3,995 | SH |
| 39 | DIMENSIONAL ETF TRUST | DFUV | 25434V724 | $746.8K | 0.14% | 15,411 | SH |
| 40 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $715.4K | 0.14% | 27,900 | SH |
| 41 | INVESCO QQQ TR | QQQ | 46090E103 | $591.9K | 0.11% | 1,025 | SH |
| 42 | WESTERN ALLIANCE BANCORP | WAL | 957638109 | $541.8K | 0.10% | 7,647 | SH |
| 43 | ISHARES TR | EFA | 464287465 | $538.5K | 0.10% | 5,544 | SH |
| 44 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $503.5K | 0.10% | 774 | SH |
| 45 | EXXON MOBIL CORP | XOM | 30231G102 | $496.6K | 0.09% | 2,927 | SH |
| 46 | ALPHABET INC | GOOGL | 02079K305 | $495.3K | 0.09% | 1,722 | SH |
| 47 | ABBVIE INC | ABBV | 00287Y109 | $469.1K | 0.09% | 2,157 | SH |
| 48 | VISA INC | V | 92826C839 | $465.5K | 0.09% | 1,540 | SH |
| 49 | UNITED PARCEL SVCS INC | UPS | 911312106 | $439.6K | 0.08% | 4,468 | SH |
| 50 | META PLATFORMS INC | META | 30303M102 | $435.4K | 0.08% | 761 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-09 | $523.0M | 76 | 0002085853-26-000325 |
| 2025-12-31 | 2026-01-21 | $526.4M | 81 | 0002085853-26-000059 |