WF
WestHill Financial Advisors, Inc. 13F Holdings & Position Changes (Q3 2026)
WestHill Financial Advisors, Inc.CIK: 0001759641
Sector-focusedMomentum followerLong-term holder
Total reported value
$596.6M
Reporting period: 2026-09-30 · Number of holdings: 92
WestHill Financial Advisors, Inc. disclosed 92 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $596.6M and a quarterly turnover rate of 6.3%.
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Personality snowflake
- Concentration
- 39.19
- Portfolio Stability
- 6.29
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 100
- Sizing Uniformity
- 71.54
WestHill Financial Advisors, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.098 — mathematically equivalent to about 10 equally-sized positions, well below its 92 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.85), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 7% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govSold out DFAC
Add MSFT
+69.2% $3.1M
Trim VONV
-4.1% -$1.5M
Trim VEA
-0.3% -$915.8K
Add FBND
+11.0% $2.3M
New buy XVV
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 17.79% | -0.25% | -1.86% | |
| 2 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 14.10% | -0.16% | -0.40% | |
| 3 | VONV | Vanguard Russell 1000 Value | ETF-Other | 13.10% | -0.47% | -4.07% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 12.91% | -0.36% | -0.28% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 7.37% | +0.28% | +10.99% | |
| 6 | SCHR | Schwab Intermediate-term US | ETF-Other | 5.52% | +0.10% | +7.63% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.86% | -0.02% | +1.53% | |
| 8 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 2.71% | +0.20% | +15.75% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.00% | -0.09% | +3.26% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.98% | +0.19% | -2.03% | |
| 11 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.98% | -0.12% | -2.14% | |
| 12 | VTWG | Vanguard Russell 2000 Growth | ETF-Small Cap | 1.79% | -0.24% | -1.46% | |
| 13 | VTWV | Vanguard Russell 2000 Value | ETF-Small Cap | 1.75% | -0.18% | -2.51% | |
| 14 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.49% | +0.08% | +7.99% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.29% | -0.06% | +4.56% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.91% | +0.51% | +69.17% | |
| 17 | NRIX | Nurix Therapeutics Inc | Stock-Other | 0.83% | -0.07% | -4.58% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.72% | +0.01% | -0.39% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | +0.01% | -1.56% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.41% | — | -0.62% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.34% | +0.04% | +2.41% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.31% | +0.01% | +13.16% | |
| 23 | TCBK | Trico Bancshares | Stock-Other | 0.31% | -0.02% | — | |
| 24 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.30% | -0.02% | -0.55% | |
| 25 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.27% | -0.04% | -2.21% | |
| 26 | XVV | Ishares Esg Select Screened | ETF-Other | 0.27% | +0.27% | NEW | |
| 27 | EGUS | Ishares Esg Aware Msci US Gr | ETF-Other | 0.24% | +0.24% | NEW | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.24% | — | — | |
| 29 | EVUS | Ishares Esg Aw Msci US Value | ETF-Other | 0.23% | +0.23% | NEW | |
| 30 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.21% | +0.01% | +11.50% | |
| 31 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.20% | +0.20% | NEW | |
| 32 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.20% | — | — | |
| 33 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.19% | — | — | |
| 34 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.19% | +0.19% | NEW | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.18% | — | +0.43% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.17% | -0.01% | -1.75% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.17% | -0.04% | -5.99% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.17% | +0.03% | -3.24% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.16% | -0.01% | -0.70% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.16% | — | — | |
| 41 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.14% | — | — | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.14% | -0.01% | -8.39% | |
| 43 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.14% | — | — | |
| 44 | ACN | Accenture plc | Stock-Tech | 0.12% | +0.04% | — | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.12% | — | -2.91% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.11% | — | — | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.11% | +0.04% | +22.91% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.10% | -0.01% | -1.03% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.10% | +0.01% | +0.06% | |
| 50 | AMD | Advanced Micro Devices | Stock-Tech | 0.09% | — | -10.07% |
1–50 of 92
Portfolio Performance
Performance for Q4 2026
+1%
Performance Last 4 Quarters
+11.4%
- Stdev
- +10.6%
- Beta
- +0.84
- Alpha
- -0.2%
- Max Drawdown
- -5.7%
- Annualized Perf
- +19.8%
- Batting Avg vs S&P
- +33.3%
- Sortino
- +3.78
- Stutzer
- +0.52
- Treynor
- +0.22
- Sterling
- +1.33
- Calmar
- +3.5
- Information Ratio
- -1.15
- Tracking Error
- +3.3%
- Stdev Down
- +5%
- Winning Months %
- +69.4%
- Losing Months %
- +30.6%
- Best 12 Months
- +32.1%
- Worst 12 Months
- +6.4%
- Efficiency Ratio
- +0.74
- Sharpe
- +1.77
- Stdev Sectors
- +16.3%
- Skewness
- -0.07
- Kurtosis
- +0.06
- Upside Potential
- +5.19
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q3 | 92 | $596.6M | 6 | ||
| 2026 Q2 | 82 | $587.3M | 12 | ||
| 2026 Q1 | 76 | $523.0M | 5 | ||
| 2025 Q4 | 81 | $526.4M | 4 | ||
| 2025 Q3 | 78 | $510.3M | 16 | ||
| 2025 Q2 | 72 | $471.4M | 0 | ||
| 2025 Q1 | 73 | $437.1M | 100 | ||
| 2024 Q4 | 78 | $446.4M | 0 | ||
| 2024 Q3 | 75 | $445.8M | 0 | ||
| 2024 Q2 | 70 | $412.1M | 0 | ||
| 2024 Q1 | 76 | $406.6M | 0 | ||
| 2023 Q4 | 75 | $377.3M | 0 | ||
| 2023 Q3 | 116 | $342.7M | 0 | ||
| 2023 Q2 | 110 | $353.4M | 0 | ||
| 2023 Q1 | 113 | $334.3M | 0 | ||
| 2022 Q4 | 118 | $312.9M | 0 | ||
| 2022 Q3 | 110 | $293.2M | 0 | ||
| 2022 Q2 | 114 | $303.0M | 0 | ||
| 2022 Q1 | 121 | $346.7M | 0 | ||
| 2021 Q4 | 126 | $353.8M | 0 | ||
| 2021 Q3 | 112 | $323.6M | 0 | ||
| 2021 Q1 | 85 | $281.5M | — | ||
| 2020 Q4 | 85 | $254.1M | — |
Holding changes this quarter
WestHill Financial Advisors, Inc.'s most significant position changes for 2026-09-30: Sold out: Dimensional US Core Equity 2 (DFAC); New buy: Ishares Esg Select Screened (XVV); New buy: Ishares Esg Aware Msci US Gr (EGUS); New buy: Ishares Esg Aw Msci US Value (EVUS); New buy: Ishares Trust Ishares Esg Aw (ESGD).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.5% | +69.17% | Add |
| 2 | FBND | Fidelity Total Bond ETF | +0.3% | +10.99% | Add |
| 3 | XVV | Ishares Esg Select Screened | +0.3% | NEW | New buy |
| 4 | EGUS | Ishares Esg Aware Msci US Gr | +0.2% | NEW | New buy |
| 5 | EVUS | Ishares Esg Aw Msci US Value | +0.2% | NEW | New buy |
| 6 | SCHI | Schwab 5-10 Year Corporate B | +0.2% | +15.75% | Add |
| 7 | ESGD | Ishares Trust Ishares Esg Aw | +0.2% | NEW | New buy |
| 8 | AAPL | Apple Inc | +0.2% | -2.03% | Trim |
| 9 | EAGG | Ishares Esg Aware US Aggrega | +0.2% | NEW | New buy |
| 10 | SCHR | Schwab Intermediate-term US | +0.1% | +7.63% | Add |
| 11 | MINT | Pimco Enhanced Short Maturit | +0.1% | +7.99% | Add |
| 12 | LLY | Eli Lilly & Co | +0.1% | NEW | New buy |
| 13 | SUSB | Ishares Esg Aware 1-5 Year U | +0.1% | NEW | New buy |
| 14 | ✓ | +0.1% | NEW | New buy | |
| 15 | XJH | Ishare Esg Ss S&p Midcap ETF | +0.1% | NEW | New buy |
| 16 | HYXF | Ishares Esg Adv High Yield | +0.1% | NEW | New buy |
| 17 | XJR | Ishr Esg Ss S&p Smal-cap-usd | +0.1% | NEW | New buy |
| 18 | MCD | Mcdonald's CORP | +0.1% | NEW | New buy |
| 19 | ESGE | Ishares Inc Ishares Esg Awar | +0.1% | NEW | New buy |
| 20 | MPC | Marathon Petroleum CORP | +0.1% | NEW | New buy |
| 21 | NVDA | Nvidia CORP | 0% | +2.41% | Add |
| 22 | DIS | Walt Disney Co/the | 0% | NEW | New buy |
| 23 | META | Meta Platforms Inc-class A | 0% | +22.91% | Add |
| 24 | ACN | Accenture plc | 0% | — | Unchanged |
| 25 | MRK | Merck & Co. Inc. | 0% | NEW | New buy |
| 26 | PLTR | Palantir Technologies Inc-a | 0% | NEW | New buy |
| 27 | CVX | Chevron CORP | 0% | -3.24% | Trim |
| 28 | AGG | Ishares Core U.s. Aggregate | 0% | +13.16% | Add |
| 29 | TMO | Thermo Fisher Scientific Inc | 0% | +0.18% | Add |
| 30 | AMZN | Amazon.com Inc | 0% | -1.56% | Trim |
| 31 | PYLD | Pimco Multisector Bond Actv | 0% | +11.50% | Add |
| 32 | IVV | Ishares Core S&p 500 ETF | 0% | -0.39% | Trim |
| 33 | V | Visa Inc-class A Shares | 0% | +0.06% | Add |
| 34 | DHR | Danaher CORP | — | -1.64% | Trim |
| 35 | IWD | Ishares Russell 1000 Value E | — | -0.62% | Trim |
| 36 | TSM | Taiwan Semiconductor-sp Adr | — | -8.87% | Trim |
| 37 | PDP | Invesco Dorsey Wright Moment | — | -3.55% | Trim |
| 38 | AVGO | Broadcom Inc | — | — | Unchanged |
| 39 | AMD | Advanced Micro Devices | — | -10.07% | Trim |
| 40 | MRSH | Marsh & Mclennan Cos | — | — | Unchanged |
| 41 | PG | Procter & Gamble Co/the | — | -5.23% | Trim |
| 42 | COST | Costco Wholesale CORP | — | +0.43% | Add |
| 43 | VCV | Invesco Ca Val Muni Inc Tr | — | — | Unchanged |
| 44 | CTMX | Cytomx Therapeutics Inc | — | — | Unchanged |
| 45 | SCHX | Schwab US Large-cap ETF | — | — | Unchanged |
| 46 | DFUS | Dimensional US Eq Mkt ETF | — | — | Unchanged |
| 47 | IWF | Ishares Russell 1000 Growth | — | — | Unchanged |
| 48 | PH | Parker Hannifin CORP | — | +0.42% | Add |
| 49 | EFA | Ishares Msci Eafe ETF | — | -1.70% | Trim |
| 50 | STEW | Srh Total Return Fund Inc | — | — | Unchanged |
1–50 of 99
Filing History
FAQ
What is WestHill Financial Advisors, Inc. and what type of investor is it?
WestHill Financial Advisors, Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $596.6M, spread across 92 disclosed positions.
What are WestHill Financial Advisors, Inc.'s largest equity positions?
Based on the latest 13F filing, WestHill Financial Advisors, Inc.'s top holdings by market value are:
1. Vanguard S&p 500 ETF (VOO) — $106.1M (17.8%)
2. Vanguard Russell 1000 Growth (VONG) — $84.1M (14.1%)
3. Vanguard Russell 1000 Value (VONV) — $78.2M (13.1%)
4. Vanguard Ftse Developed ETF (VEA) — $77.0M (12.9%)
5. Fidelity Total Bond ETF (FBND) — $44.0M (7.4%)
What changes did WestHill Financial Advisors, Inc. make in its most recent portfolio filing?
In the latest reported quarter, WestHill Financial Advisors, Inc. made 80 notable position adjustments: 17 new positions were initiated, 19 existing holdings were added to, 37 positions were partially reduced, and 7 were completely exited. The largest of these moves: Sold out: Dimensional US Core Equity 2 (DFAC); New buy: Ishares Esg Select Screened (XVV); New buy: Ishares Esg Aware Msci US Gr (EGUS); New buy: Ishares Esg Aw Msci US Value (EVUS); New buy: Ishares Trust Ishares Esg Aw (ESGD)
What sectors does WestHill Financial Advisors, Inc. focus on?
WestHill Financial Advisors, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 56.4%
• Consumer Discretionary: 11.2%
• Financials: 8.2%
• Communication Services: 6.1%
• Health Care: 5.7%
• Industrials: 4.1%
Investment Profile
WestHill Financial Advisors, Inc. returned an annualized 19.8% over the trailing 36 months — underperforming the S&P 500 by 0.2 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.84 (less volatile than the market) and a 33% quarterly batting average against the index.
Its portfolio is moderately concentrated and long-term-holding, with 56.4% of the portfolio concentrated in Information Technology.
It has added to its VOO position over the past two quarters (+$13.8M, now $106.1M), while trimming CAT over the same stretch (-$706.1K, still holding $293.5K).
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