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WestHill Financial Advisors, Inc. 13F Holdings & Position Changes (Q2 2026)
WestHill Financial Advisors, Inc.CIK: 0001759641
Momentum followerSector-focusedLong-term holder
Total reported value
$587.3M
Reporting period: 2026-06-30 · Number of holdings: 82
WestHill Financial Advisors, Inc. disclosed 82 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $587.3M and a quarterly turnover rate of 12.3%.
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Personality snowflake
- Concentration
- 40.41
- Portfolio Stability
- 12.27
- Momentum
- 100
- Sector conviction
- 91.26
- Diversification
- 100
- Sizing Uniformity
- 72.84
WestHill Financial Advisors, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.101 — mathematically equivalent to about 10 equally-sized positions, well below its 82 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 2.72), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 2.3 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 6% 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.govTrim FBND
+2.2% $776.0K
Add VONG
+0.1% $11.9M
Trim SCHR
+4.5% $1.1M
Add VOO
-0.2% $13.6M
New buy TCBK
Trim SCHI
+3.1% $424.3K
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 | 18.04% | +0.38% | -0.18% | |
| 2 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 14.26% | +0.53% | +0.06% | |
| 3 | VONV | Vanguard Russell 1000 Value | ETF-Other | 13.57% | +0.13% | -0.06% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 13.27% | -0.14% | +0.01% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 7.09% | -0.72% | +2.19% | |
| 6 | SCHR | Schwab Intermediate-term US | ETF-Other | 5.42% | -0.46% | +4.48% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.88% | -0.04% | +0.26% | |
| 8 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 2.51% | -0.23% | +3.14% | |
| 9 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 2.10% | — | -0.31% | |
| 10 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.09% | +0.05% | +0.37% | |
| 11 | VTWG | Vanguard Russell 2000 Growth | ETF-Small Cap | 2.03% | +0.20% | -0.47% | |
| 12 | VTWV | Vanguard Russell 2000 Value | ETF-Small Cap | 1.93% | +0.07% | -0.47% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.79% | -0.03% | -3.28% | |
| 14 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.41% | -0.12% | +2.85% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.35% | -0.05% | -0.45% | |
| 16 | NRIX | Nurix Therapeutics Inc | Stock-Other | 0.90% | +0.22% | -4.38% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.71% | -0.03% | -5.85% | |
| 18 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.65% | +0.01% | — | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.51% | -0.01% | -2.37% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.41% | — | — | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.40% | -0.05% | -1.71% | |
| 22 | TCBK | Trico Bancshares | Stock-Other | 0.33% | +0.33% | NEW | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.32% | — | -0.58% | |
| 24 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.31% | +0.03% | -0.76% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.30% | — | -3.79% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.30% | -0.03% | +0.50% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.24% | +0.01% | +300.04% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.21% | -0.01% | -4.78% | |
| 29 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.20% | -0.02% | +0.08% | |
| 30 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.20% | +0.01% | — | |
| 31 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.19% | -0.03% | — | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.18% | -0.04% | -1.71% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.18% | — | +0.03% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.17% | +0.01% | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.16% | -0.01% | — | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.15% | — | -1.05% | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.15% | -0.04% | -40.40% | |
| 38 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.14% | — | — | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.14% | -0.06% | -0.02% | |
| 40 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.14% | — | — | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.12% | +0.02% | +20.03% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.11% | — | -10.73% | |
| 43 | WAL | Western Alliance Bancorp | Stock-Financials | 0.11% | +0.01% | — | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.11% | +0.02% | +1.92% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.10% | +0.03% | +0.39% | |
| 46 | AMD | Advanced Micro Devices | Stock-Tech | 0.09% | +0.04% | -23.46% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.09% | — | +3.44% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.09% | — | -0.28% | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.09% | -0.01% | -8.84% | |
| 50 | BANR | Banner Corporation | Stock-Other | 0.09% | +0.09% | NEW |
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Portfolio Performance
Performance for Q3 2026
+2.1%
Performance Last 4 Quarters
+18.6%
- Stdev
- +11.3%
- Beta
- +0.85
- Alpha
- -0.1%
- Max Drawdown
- -5.7%
- Annualized Perf
- +17.5%
- Batting Avg vs S&P
- +38.9%
- Sortino
- +2.95
- Stutzer
- +0.44
- Treynor
- +0.2
- Sterling
- +1.18
- Calmar
- +3.1
- Information Ratio
- -0.95
- Tracking Error
- +3.3%
- Stdev Down
- +5.7%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- +32.1%
- Worst 12 Months
- +6.4%
- Efficiency Ratio
- +0.6
- Sharpe
- +1.5
- Stdev Sectors
- +14.6%
- Skewness
- -0.13
- Kurtosis
- -0.25
- Upside Potential
- +4.49
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 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 2026-06-30: New buy: Trico Bancshares (TCBK); New buy: Banner Corporation (BANR); Sold out: Exxon Mobil CORP (XOM); New buy: Intel CORP (INTC); New buy: Qualcomm Inc (QCOM).
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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 (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $587.3M, spread across 82 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) — $105.9M (18.0%)
2. Vanguard Russell 1000 Growth (VONG) — $83.7M (14.3%)
3. Vanguard Russell 1000 Value (VONV) — $79.7M (13.6%)
4. Vanguard Ftse Developed ETF (VEA) — $78.0M (13.3%)
5. Fidelity Total Bond ETF (FBND) — $41.6M (7.1%)
What changes did WestHill Financial Advisors, Inc. make in its most recent portfolio filing?
In the latest reported quarter, WestHill Financial Advisors, Inc. made 65 notable position adjustments: 9 new positions were initiated, 22 existing holdings were added to, 31 positions were partially reduced, and 3 were completely exited. The largest of these moves: New buy: Trico Bancshares (TCBK); New buy: Banner Corporation (BANR); Sold out: Exxon Mobil CORP (XOM); New buy: Intel CORP (INTC); New buy: Qualcomm Inc (QCOM)
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: 51.5%
• Consumer Discretionary: 12.3%
• Financials: 10.2%
• Industrials: 7.3%
• Communication Services: 5.8%
• Consumer Staples: 4.3%
Investment Profile
WestHill Financial Advisors, Inc. returned an annualized 17.5% over the trailing 36 months — underperforming the S&P 500 by 0.1 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.85 (less volatile than the market) and a 39% quarterly batting average against the index.
Its portfolio is moderately concentrated and long-term-holding, with 51.5% of the portfolio concentrated in Information Technology.
It has added to its VONV position over the past two quarters (+$10.3M, now $79.7M), while trimming MSFT over the same stretch (-$821.0K, still holding $2.3M).
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