WF

WestHill Financial Advisors, Inc.

Momentum followerLong-term holderSector-focused

Total reported value

$523.0M

Reporting period: 2026-03-31 · Number of holdings: 76

WestHill Financial Advisors, Inc. disclosed 76 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $523.0M and a quarterly turnover rate of 4.9%.

Personality snowflake

Concentration
39.95
Portfolio Stability
4.85
Momentum/Contrarian
100
Sector conviction
78.16
Diversification
100
Sizing Uniformity
74.16

Recent moves

  • Trim VONG

    +4.7%　-$4.4M

  • Add FBND

    +6.8%　$2.2M

  • Trim VOO

    +1.6%　-$3.0M

  • Add SCHR

    +8.4%　$2.2M

  • Add VONV

    -0.2%　$924.0K

  • Add VEA

    -1.5%　$722.0K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VOOVanguard S&p 500 ETFETF-Large Cap & Growth17.66%-0.46%+1.61%
2VONGVanguard Russell 1000 GrowthETF-Other13.73%-0.74%+4.66%
3VONVVanguard Russell 1000 ValueETF-Other13.44%+0.26%-0.22%
4VEAVanguard Ftse Developed ETFETF-Other13.41%+0.23%-1.50%
5FBNDFidelity Total Bond ETFETF-Other7.81%+0.48%+6.80%
6SCHRSchwab Intermediate-term USETF-Other5.88%+0.45%+8.42%
7VWOVanguard Ftse Emerging MarkeETF-Emerging Markets2.92%+0.07%+1.28%
8SCHISchwab 5-10 Year Corporate BETF-Corp Bonds2.74%+0.14%+6.05%
9IWSIshares Russell Mid-cap ValuETF-Other2.10%+0.10%+0.55%
10IWPIshares Russell Mid-cap GrowETF-Other2.04%+0.05%+9.15%
11VTWVVanguard Russell 2000 ValueETF-Small Cap1.86%+0.06%-1.58%
12VTWGVanguard Russell 2000 GrowthETF-Small Cap1.83%-0.01%+1.72%
13AAPLApple INCStock-Tech1.82%-0.17%-2.51%
14MINTPimco Enhanced Short MaturitETF-Other1.53%+0.10%+6.01%
15VNQVanguard Real Estate ETFETF-Other1.40%+0.09%+5.43%
16IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.74%-0.05%-1.91%
17NRIXNurix Therapeutics INCStock-Other0.68%-0.14%—
18DFACDimensional US Core Equity 2ETF-Other0.64%-0.01%-0.33%
19AMZNAmazon.com INCStock-Consumer Disc0.52%+0.13%+45.20%
20MSFTMicrosoft CORPStock-Tech0.45%-0.15%-2.39%
21IWDIshares Russell 1000 Value EETF-Other0.41%—-2.69%
22AGGIshares Core U.s. AggregateETF-Other0.33%—+3.32%
23IWRIshares Russell Mid-cap ETFETF-Other0.32%—-1.36%
24NVDANvidia CORPStock-Tech0.30%-0.02%-0.30%
25VTWOVanguard Russell 2000 ETFETF-Small Cap0.29%-0.01%-4.38%
26IWFIshares Russell 1000 GrowthETF-Other0.23%-0.04%-4.78%
27COSTCostco Wholesale CORPStock-Consumer Staples0.22%+0.02%-1.76%
28TSLATesla INCStock-Consumer Disc0.22%-0.07%-7.71%
29MRSHMarsh & Mclennan CosStock-Financials0.22%-0.02%-0.33%
30PYLDPimco Multisector Bond ActvETF-Other0.22%—+1.20%
31CVXChevron CORPStock-Energy0.20%+0.05%-6.27%
32DFUSDimensional US Eq Mkt ETFETF-Other0.19%-0.02%-3.26%
33CATCaterpillar INCStock-Industrials0.19%+0.03%-1.74%
34JPMJpmorgan Chase & CoStock-Financials0.18%-0.02%-0.16%
35BRK-BBerkshire Hathaway Inc-cl BStock-Other0.17%—-0.11%
36GOOGAlphabet Inc-cl CStock-Comm Services0.16%-0.01%-2.66%
37VTIVanguard Total Stock Mkt ETFETF-Other0.15%-0.02%-6.06%
38ACNAccenture plcStock-Tech0.15%-0.06%-0.75%
39DFUVDimensional US Marketwide VaETF-Other0.14%—-2.00%
40SCHXSchwab US Large-cap ETFETF-Other0.14%—-2.08%
41QQQInvesco Qqq Trust Series 1ETF-Tech0.11%—+0.20%
42WALWestern Alliance BancorpStock-Financials0.10%—+8.64%
43EFAIshares Msci Eafe ETFETF-Other0.10%—-1.39%
44SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.10%——
45XOMExxon Mobil CORPStock-Energy0.09%+0.03%+0.38%
46GOOGLAlphabet Inc-cl AStock-Comm Services0.09%—-0.92%
47ABBVAbbvie INCStock-Healthcare0.09%—+1.60%
48VVisa Inc-class A SharesStock-Financials0.09%-0.01%+0.07%
49UPSUnited Parcel Service-cl BStock-Industrials0.08%—+0.04%
50METAMeta Platforms Inc-class AStock-Comm Services0.08%-0.02%-0.39%
1–50 of 76

Holding changes this quarter

WestHill Financial Advisors, Inc.'s most significant position changes for 2026-03-31: Sold out: Fair Isaac CORP (FICO); Sold out: Qualcomm INC (QCOM); Sold out: Ishares Gold Trust (IAU); Sold out: Oracle CORP (ORCL); Sold out: Palantir Technologies Inc-a (PLTR).

Position changes disclosed by WestHill Financial Advisors, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1FBNDFidelity Total Bond ETF+0.5%+6.80%Add
2SCHRSchwab Intermediate-term US+0.5%+8.42%Add
3VONVVanguard Russell 1000 Value+0.3%-0.22%Trim
4VEAVanguard Ftse Developed ETF+0.2%-1.50%Trim
5SCHISchwab 5-10 Year Corporate B+0.1%+6.05%Add
6AMZNAmazon.com INC+0.1%+45.20%Add
7MINTPimco Enhanced Short Maturit+0.1%+6.01%Add
8IWSIshares Russell Mid-cap Valu+0.1%+0.55%Add
9VNQVanguard Real Estate ETF+0.1%+5.43%Add
10VWOVanguard Ftse Emerging Marke+0.1%+1.28%Add
11VTWVVanguard Russell 2000 Value+0.1%-1.58%Trim
12IWPIshares Russell Mid-cap Grow+0.1%+9.15%Add
13CVXChevron CORP+0.1%-6.27%Trim
14CATCaterpillar INC0%-1.74%Trim
15XOMExxon Mobil CORP0%+0.38%Add
16COSTCostco Wholesale CORP0%-1.76%Trim
17GEVGE Vernova INC0%+0.85%Add
18VTWGVanguard Russell 2000 Growth0%+1.72%Add
19GOOGAlphabet Inc-cl C0%-2.66%Trim
20DFACDimensional US Core Equity 20%-0.33%Trim
21VVisa Inc-class A Shares0%+0.07%Add
22VTWOVanguard Russell 2000 ETF0%-4.38%Trim
23SCHWSchwab (charles) CORP0%-12.48%Trim
24NVDANvidia CORP0%-0.30%Trim
25JPMJpmorgan Chase & Co0%-0.16%Trim
26VTIVanguard Total Stock Mkt ETF0%-6.06%Trim
27MRSHMarsh & Mclennan Cos0%-0.33%Trim
28DFUSDimensional US Eq Mkt ETF0%-3.26%Trim
29METAMeta Platforms Inc-class A0%-0.39%Trim
30DHRDanaher CORP0%—Unchanged
31IWFIshares Russell 1000 Growth0%-4.78%Trim
32IVVIshares Core S&p 500 ETF-0.1%-1.91%Trim
33ACNAccenture plc-0.1%-0.75%Trim
34TSLATesla INC-0.1%-7.71%Trim
35NRIXNurix Therapeutics INC-0.1%—Unchanged
36MSFTMicrosoft CORP-0.2%-2.39%Trim
37AAPLApple INC-0.2%-2.51%Trim
38VOOVanguard S&p 500 ETF-0.5%+1.61%Add
39VONGVanguard Russell 1000 Growth-0.7%+4.66%Add
40FICOFair Isaac CORP—EXITSold out
41QCOMQualcomm INC—EXITSold out
42IAUIshares Gold Trust—EXITSold out
43ORCLOracle CORP—EXITSold out
44PLTRPalantir Technologies Inc-a—EXITSold out
45MAZEMaze Therapeutics INC—EXITSold out
46AXPAmerican Express Co—EXITSold out
47ABTAbbott Laboratories—EXITSold out
48PDPInvesco Dorsey Wright Moment—NEWNew buy
49DFATDimensional US Target Value—NEWNew buy
50VZVerizon Communications INC—NEWNew buy

FAQ

What is WestHill Financial Advisors, Inc. and what type of investor is it?
WestHill Financial Advisors, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $523.0M, spread across 76 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) — $92.3M (17.7%) 2. Vanguard Russell 1000 Growth (VONG) — $71.8M (13.7%) 3. Vanguard Russell 1000 Value (VONV) — $70.3M (13.4%) 4. Vanguard Ftse Developed ETF (VEA) — $70.1M (13.4%) 5. Fidelity Total Bond ETF (FBND) — $40.8M (7.8%)
What changes did WestHill Financial Advisors, Inc. make in its most recent portfolio filing?
In the latest reported quarter, WestHill Financial Advisors, Inc. made 48 notable position adjustments: 3 new positions were initiated, 15 existing holdings were added to, 22 positions were partially reduced, and 8 were completely exited. The largest of these moves: Sold out: Fair Isaac CORP (FICO); Sold out: Qualcomm INC (QCOM); Sold out: Ishares Gold Trust (IAU); Sold out: Oracle CORP (ORCL); Sold out: Palantir Technologies Inc-a (PLTR)
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: 46.3% • Financials: 13.0% • Consumer Discretionary: 11.8% • Industrials: 7.2% • Communication Services: 5.9% • Consumer Staples: 4.8%