CIK: 0001759641
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%.
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WestHill Financial Advisors, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.100 — mathematically equivalent to about 10 equally-sized positions, well below its 76 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 2.58), 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 2.6 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.
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
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 17.66% | -0.46% | +1.61% | |
| 2 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 13.73% | -0.74% | +4.66% | |
| 3 | VONV | Vanguard Russell 1000 Value | ETF-Other | 13.44% | +0.26% | -0.22% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 13.41% | +0.23% | -1.50% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 7.81% | +0.48% | +6.80% | |
| 6 | SCHR | Schwab Intermediate-term US | ETF-Other | 5.88% | +0.45% | +8.42% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.92% | +0.07% | +1.28% | |
| 8 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 2.74% | +0.14% | +6.05% | |
| 9 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 2.10% | +0.10% | +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% | +0.06% | -1.58% | |
| 12 | VTWG | Vanguard Russell 2000 Growth | ETF-Small Cap | 1.83% | -0.01% | +1.72% | |
| 13 | AAPL | Apple INC | Stock-Tech | 1.82% | -0.17% | -2.51% | |
| 14 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.53% | +0.10% | +6.01% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.40% | +0.09% | +5.43% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | -0.05% | -1.91% | |
| 17 | NRIX | Nurix Therapeutics INC | Stock-Other | 0.68% | -0.14% | — | |
| 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% | +0.13% | +45.20% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.45% | -0.15% | -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% | — | +3.32% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.32% | — | -1.36% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.30% | -0.02% | -0.30% | |
| 25 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.29% | -0.01% | -4.38% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.23% | -0.04% | -4.78% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.22% | +0.02% | -1.76% | |
| 28 | TSLA | Tesla INC | Stock-Consumer Disc | 0.22% | -0.07% | -7.71% | |
| 29 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.22% | -0.02% | -0.33% | |
| 30 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.22% | — | +1.20% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.20% | +0.05% | -6.27% | |
| 32 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.19% | -0.02% | -3.26% | |
| 33 | CAT | Caterpillar INC | Stock-Industrials | 0.19% | +0.03% | -1.74% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.18% | -0.02% | -0.16% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.17% | — | -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% | -0.02% | -6.06% | |
| 38 | ACN | Accenture plc | Stock-Tech | 0.15% | -0.06% | -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% | — | +8.64% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.10% | — | -1.39% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.10% | — | — | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.09% | +0.03% | +0.38% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.09% | — | -0.92% | |
| 47 | ABBV | Abbvie INC | Stock-Healthcare | 0.09% | — | +1.60% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.09% | -0.01% | +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% | -0.02% | -0.39% |
Performance for Q3 2026
+3.4%
Performance Last 4 Quarters
+18.9%
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 76 | $523.0M | 5 | |
| 2025-12-31 | 81 | $526.4M | 4 | |
| 2025-09-30 | 78 | $510.3M | 16 | |
| 2025-06-30 | 72 | $471.4M | 0 | |
| 2025-03-31 | 73 | $437.1M | 100 | |
| 2024-12-31 | 78 | $446.4M | 0 | |
| 2024-09-30 | 75 | $445.8M | 0 | |
| 2024-06-30 | 70 | $412.1M | 0 | |
| 2024-03-31 | 76 | $406.6M | 0 | |
| 2023-12-31 | 75 | $377.3M | 0 | |
| 2023-09-30 | 116 | $342.7M | 0 | |
| 2023-06-30 | 110 | $353.4M | 0 | |
| 2023-03-31 | 113 | $334.3M | 0 | |
| 2022-12-31 | 118 | $312.9M | 0 | |
| 2022-09-30 | 110 | $293.2M | 0 | |
| 2022-06-30 | 114 | $303.0M | 0 | |
| 2022-03-31 | 121 | $346.7M | 0 | |
| 2021-12-31 | 126 | $353.8M | 0 | |
| 2021-09-30 | 112 | $323.6M | 0 | |
| 2021-03-31 | 85 | $281.5M | — | |
| 2020-12-31 | 85 | $254.1M | — |
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).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | +0.5% | +6.80% | Add |
| 2 | SCHR | Schwab Intermediate-term US | +0.5% | +8.42% | Add |
| 3 | VONV | Vanguard Russell 1000 Value | +0.3% | -0.22% | Trim |
| 4 | VEA | Vanguard Ftse Developed ETF | +0.2% | -1.50% | Trim |
| 5 | SCHI | Schwab 5-10 Year Corporate B | +0.1% | +6.05% | Add |
| 6 | AMZN | Amazon.com INC | +0.1% | +45.20% | Add |
| 7 | MINT | Pimco Enhanced Short Maturit | +0.1% | +6.01% | Add |
| 8 | IWS | Ishares Russell Mid-cap Valu | +0.1% | +0.55% | Add |
| 9 | VNQ | Vanguard Real Estate ETF | +0.1% | +5.43% | Add |
| 10 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +1.28% | Add |
| 11 | VTWV | Vanguard Russell 2000 Value | +0.1% | -1.58% | Trim |
| 12 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +9.15% | Add |
| 13 | CVX | Chevron CORP | +0.1% | -6.27% | Trim |
| 14 | CAT | Caterpillar INC | 0% | -1.74% | Trim |
| 15 | XOM | Exxon Mobil CORP | 0% | +0.38% | Add |
| 16 | COST | Costco Wholesale CORP | 0% | -1.76% | Trim |
| 17 | GEV | GE Vernova INC | 0% | +0.85% | Add |
| 18 | VTWG | Vanguard Russell 2000 Growth | 0% | +1.72% | Add |
| 19 | GOOG | Alphabet Inc-cl C | 0% | -2.66% | Trim |
| 20 | DFAC | Dimensional US Core Equity 2 | 0% | -0.33% | Trim |
| 21 | V | Visa Inc-class A Shares | 0% | +0.07% | Add |
| 22 | VTWO | Vanguard Russell 2000 ETF | 0% | -4.38% | Trim |
| 23 | SCHW | Schwab (charles) CORP | 0% | -12.48% | Trim |
| 24 | NVDA | Nvidia CORP | 0% | -0.30% | Trim |
| 25 | JPM | Jpmorgan Chase & Co | 0% | -0.16% | Trim |
| 26 | VTI | Vanguard Total Stock Mkt ETF | 0% | -6.06% | Trim |
| 27 | MRSH | Marsh & Mclennan Cos | 0% | -0.33% | Trim |
| 28 | DFUS | Dimensional US Eq Mkt ETF | 0% | -3.26% | Trim |
| 29 | META | Meta Platforms Inc-class A | 0% | -0.39% | Trim |
| 30 | DHR | Danaher CORP | 0% | — | Unchanged |
| 31 | IWF | Ishares Russell 1000 Growth | 0% | -4.78% | Trim |
| 32 | IVV | Ishares Core S&p 500 ETF | -0.1% | -1.91% | Trim |
| 33 | ACN | Accenture plc | -0.1% | -0.75% | Trim |
| 34 | TSLA | Tesla INC | -0.1% | -7.71% | Trim |
| 35 | NRIX | Nurix Therapeutics INC | -0.1% | — | Unchanged |
| 36 | MSFT | Microsoft CORP | -0.2% | -2.39% | Trim |
| 37 | AAPL | Apple INC | -0.2% | -2.51% | Trim |
| 38 | VOO | Vanguard S&p 500 ETF | -0.5% | +1.61% | Add |
| 39 | VONG | Vanguard Russell 1000 Growth | -0.7% | +4.66% | Add |
| 40 | FICO | Fair Isaac CORP | — | EXIT | Sold out |
| 41 | QCOM | Qualcomm INC | — | EXIT | Sold out |
| 42 | IAU | Ishares Gold Trust | — | EXIT | Sold out |
| 43 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 44 | PLTR | Palantir Technologies Inc-a | — | EXIT | Sold out |
| 45 | MAZE | Maze Therapeutics INC | — | EXIT | Sold out |
| 46 | AXP | American Express Co | — | EXIT | Sold out |
| 47 | ABT | Abbott Laboratories | — | EXIT | Sold out |
| 48 | PDP | Invesco Dorsey Wright Moment | — | NEW | New buy |
| 49 | DFAT | Dimensional US Target Value | — | NEW | New buy |
| 50 | VZ | Verizon Communications INC | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-09 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-21 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-09 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-21 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-31 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-18 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-19 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-25 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-31 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-13 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-11 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-11 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-29 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-27 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-13 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-10-13 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-17 | 13F-HR | View on EDGAR |
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