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CIK: 0001759641
Total reported value
$596.6M
$596.6M
82 檔
65.2%
During the Q2 2026 filing period, WestHill Financial Advisors, Inc. (CIK: 0001759641) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $596.6M across 82 reported positions.
WestHill Financial Advisors, Inc. executed strategic sector rebalancing during Q2 2026, establishing 9 new positions while fully exiting 3 holdings and trimming 31 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 18.04% | -0.25% | -0.18% | |
| 2 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 14.26% | -0.16% | +0.06% | |
| 3 | VONV | Vanguard Russell 1000 Value | ETF-Other | 13.57% | -0.47% | -0.06% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 13.27% | -0.36% | +0.01% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 7.09% | +0.28% | +2.19% | |
| 6 | SCHR | Schwab Intermediate-term US | ETF-Other | 5.42% | +0.10% | +4.48% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.88% | -0.02% | +0.26% | |
| 8 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 2.51% | +0.20% | +3.14% | |
| 9 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 2.10% | -0.12% | -0.31% | |
| 10 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.09% | -0.09% | +0.37% | |
| 11 | VTWG | Vanguard Russell 2000 Growth | ETF-Small Cap | 2.03% | -0.24% | -0.47% | |
| 12 | VTWV | Vanguard Russell 2000 Value | ETF-Small Cap | 1.93% | -0.18% | -0.47% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.79% | +0.19% | -3.28% | |
| 14 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.41% | +0.08% | +2.85% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.35% | -0.06% | -0.45% | |
| 16 | NRIX | Nurix Therapeutics Inc | Stock-Other | 0.90% | -0.07% | -4.38% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.71% | +0.01% | -5.85% | |
| 18 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.65% | -0.65% | EXIT | |
| 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% | +0.51% | -1.71% | |
| 22 | TCBK | Trico Bancshares | Stock-Other | 0.33% | -0.02% | — | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.32% | -0.02% | -0.58% | |
| 24 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.31% | -0.04% | -0.76% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.30% | +0.04% | -3.79% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.30% | +0.01% | +0.50% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.24% | — | +300.04% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.21% | -0.04% | -4.78% | |
| 29 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.20% | +0.01% | +0.08% | |
| 30 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.20% | — | — | |
| 31 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.19% | — | — | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.18% | — | -1.71% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.18% | -0.01% | +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% | — | — | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.15% | -0.01% | -1.05% | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.15% | -0.10% | -40.40% | |
| 38 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.14% | — | — | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.14% | +0.03% | -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% | — | +20.03% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.11% | — | -10.73% | |
| 43 | WAL | Western Alliance Bancorp | Stock-Financials | 0.11% | -0.06% | — | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.11% | -0.01% | +1.92% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.10% | -0.01% | +0.39% | |
| 46 | AMD | Advanced Micro Devices | Stock-Tech | 0.09% | — | -23.46% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.09% | +0.01% | +3.44% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.09% | -0.01% | -0.28% | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.09% | — | -8.84% | |
| 50 | BANR | Banner Corporation | Stock-Other | 0.09% | — | — |
According to official SEC Form 13F filings, WestHill Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $596.6M across 82 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VONG, VONV) accounted for 65.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
TCBK
市值: $1.9M
Top Position Liquidated / Trimmed
XOM
前期市值: $496.6K
During Q2 2026, WestHill Financial Advisors, Inc.'s top holdings by market value included VOO (18.0%)、VONG (14.3%)、VONV (13.6%). The largest single position, VOO, represented 18.0% of total portfolio value.
In Q2 2026, WestHill Financial Advisors, Inc. made 65 total portfolio adjustments, initiating 9 new buys, adding to 22 positions, trimming 31 holdings, and fully liquidating 3 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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