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CIK: 0001759641
Total reported value
$587.3M
$587.3M
76 檔
58.8%
As reported in its official Q1 2026 Form 13F filing, WestHill Financial Advisors, Inc.'s tracked investment portfolio stood at $587.3M with 76 total positions.
In Q1 2026, WestHill Financial Advisors, Inc. adopted a defensive or profit-taking posture, trimming 38 positions and completely liquidating 8 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 17.66% | +0.38% | +1.61% | |
| 2 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 13.73% | +0.53% | +4.66% | |
| 3 | VONV | Vanguard Russell 1000 Value | ETF-Other | 13.44% | +0.13% | -0.22% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 13.41% | -0.14% | -1.50% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 7.81% | -0.72% | +6.80% | |
| 6 | SCHR | Schwab Intermediate-term US | ETF-Other | 5.88% | -0.46% | +8.42% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.92% | -0.04% | +1.28% | |
| 8 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 2.74% | -0.23% | +6.05% | |
| 9 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 2.10% | — | +0.55% | |
| 10 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.04% | +0.05% | +9.15% | |
| 11 | VTWV | Vanguard Russell 2000 Value | ETF-Small Cap | 1.86% | +0.07% | -1.58% | |
| 12 | VTWG | Vanguard Russell 2000 Growth | ETF-Small Cap | 1.83% | +0.20% | +1.72% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.82% | -0.03% | -2.51% | |
| 14 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.53% | -0.12% | +6.01% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.40% | -0.05% | +5.43% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | -0.03% | -1.91% | |
| 17 | NRIX | Nurix Therapeutics Inc | Stock-Other | 0.68% | +0.22% | — | |
| 18 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.64% | +0.01% | -0.33% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | -0.01% | +45.20% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.45% | -0.05% | -2.39% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.41% | — | -2.69% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.33% | -0.03% | +3.32% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.32% | — | -1.36% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.30% | — | -0.30% | |
| 25 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.29% | +0.03% | -4.38% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.23% | +0.01% | -4.78% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.22% | -0.04% | -1.76% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.22% | -0.01% | -7.71% | |
| 29 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.22% | -0.03% | -0.33% | |
| 30 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.22% | -0.02% | +1.20% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.20% | -0.06% | -6.27% | |
| 32 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.19% | +0.01% | -3.26% | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.19% | -0.04% | -1.74% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.18% | — | -0.16% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.17% | -0.01% | -0.11% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.16% | +0.01% | -2.66% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.15% | — | -6.06% | |
| 38 | ACN | Accenture plc | Stock-Tech | 0.15% | -0.07% | -0.75% | |
| 39 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.14% | — | -2.00% | |
| 40 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.14% | — | -2.08% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.11% | — | +0.20% | |
| 42 | WAL | Western Alliance Bancorp | Stock-Financials | 0.10% | +0.01% | +8.64% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.10% | -0.01% | -1.39% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.10% | +0.02% | — | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.09% | -0.10% | EXIT | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.09% | +0.02% | -0.92% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.09% | — | +1.60% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.09% | — | +0.07% | |
| 49 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.08% | — | +0.04% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.08% | -0.01% | -0.39% |
According to official SEC Form 13F filings, WestHill Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $587.3M across 76 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, VONG, VONV) accounted for 58.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
PDP
市值: $204.0K
Top Position Liquidated / Trimmed
FICO
前期市值: $277.3K
During Q1 2026, WestHill Financial Advisors, Inc.'s top holdings by market value included VOO (17.7%)、VONG (13.7%)、VONV (13.4%). The largest single position, VOO, represented 17.7% of total portfolio value.
In Q1 2026, WestHill Financial Advisors, Inc. made 72 total portfolio adjustments, initiating 3 new buys, adding to 23 positions, trimming 38 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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