WestHill Financial Advisors

San Rafael, CAfiles as WestHill Financial Advisors, Inc.

$587m in 82 US stocks at the end of 30 June 2026. The top 10 are 81.2% of the money. It changed about 2.5% of the portfolio this quarter.

Value

$587m

Stocks

Top 10 share

81.2%

Turnover

2.5%

What changed this quarter

New

Bought for the first time this quarter.

Trico BancsharesTCBK
0.3% of the fund
BannerBANR
<0.1% of the fund
IntelINTC
<0.1% of the fund
QualcommQCOM
<0.1% of the fund
Taiwan Semiconductor ManufacturingTSM
<0.1% of the fund
SandiskSNDK
<0.1% of the fund
Ishares TRIJR
<0.1% of the fund
Applied MaterialsAMAT
<0.1% of the fund
Vanguard Index FDSVTV
<0.1% of the fund

Added

Bought more of a stock they already held.

Fidelity Merrimack STR TRFBND
7.1% of the fund
+2%
Schwab Strategic TRSCHR
5.4% of the fund
+4%
Schwab Strategic TRSCHI
2.5% of the fund
+3%
Pimco ETF TRMINT
1.4% of the fund
+3%
State STR Spdr S&P 500 ETF TSPY
0.1% of the fund
+20%
VisaV
<0.1% of the fund
+3%
Pg&ePCG
<0.1% of the fund
+2%

Cut

Sold some of their stake.

AppleAAPL
1.8% of the fund
-3%
Nurix TherapeuticsNRIX
0.9% of the fund
-4%
Ishares TRIVV
0.7% of the fund
-6%
Amazon.comAMZN
0.5% of the fund
-2%
NvidiaNVDA
0.3% of the fund
-4%
TeslaTSLA
0.2% of the fund
-5%
CaterpillarCAT
0.2% of the fund
-40%
Invesco QQQ TRQQQ
0.1% of the fund
-11%
Advanced Micro DevicesAMD
<0.1% of the fund
-23%
Ishares TREFA
<0.1% of the fund
-9%
AccentureACN
<0.1% of the fund
-3%
Meta PlatformsMETA
<0.1% of the fund
-7%
Charles SchwabSCHW
<0.1% of the fund
-16%

Sold out

Sold their entire stake.

ExxonMobil HoldingsXOM
-100%
Ishares Silver TRSLV
-100%
Verizon CommunicationsVZ
-100%

Holdings

Vanguard Index FDSVOO
Share
18.0%
Value
$106m
Shares
154,260
Held
Vanguard Scottsdale FDSVONG
Share
14.3%
Value
$84m
Shares
655,188
Held
Vanguard Scottsdale FDSVONV
Share
13.6%
Value
$80m
Shares
749,559
Held
Vanguard Tax-Managed FDSVEA
Share
13.3%
Value
$78m
Shares
1,094,124
Held
Fidelity Merrimack STR TRFBND
Share
7.1%
Value
$42m
Shares
914,982
+2%
Schwab Strategic TRSCHR
Share
5.4%
Value
$32m
Shares
1,290,103
+4%
Vanguard Intl Equity Index FVWO
Share
2.9%
Value
$17m
Shares
283,550
Held
Schwab Strategic TRSCHI
Share
2.5%
Value
$15m
Shares
652,028
+3%
Ishares TRIWS
Share
2.1%
Value
$12m
Shares
74,979
Held
Ishares TRIWP
Share
2.1%
Value
$12m
Shares
83,725
Held
Vanguard Scottsdale FDSVTWG
Share
2.0%
Value
$12m
Shares
41,503
Held
Vanguard Russell 2000VTWV
Share
1.9%
Value
$11m
Shares
57,957
Held
AppleAAPL
Share
1.8%
Value
$10m
Shares
36,276
-3%
Pimco ETF TRMINT
Share
1.4%
Value
$8m
Shares
81,971
+3%
Vanguard Index FDSVNQ
Share
1.3%
Value
$8m
Shares
82,017
Held
Nurix TherapeuticsNRIX
Share
0.9%
Value
$5m
Shares
218,333
-4%
Ishares TRIVV
Share
0.7%
Value
$4m
Shares
5,605
-6%
Dimensional ETF TrustDFAC
Share
0.7%
Value
$4m
Shares
86,551
Held
Amazon.comAMZN
Share
0.5%
Value
$3m
Shares
12,664
-2%
Ishares TRIWD
Share
0.4%
Value
$2m
Shares
9,980
Held
MicrosoftMSFT
Share
0.4%
Value
$2m
Shares
6,267
Held
Trico BancsharesTCBK
Share
0.3%
Value
$2m
Shares
35,950
New
Ishares TRIWR
Share
0.3%
Value
$2m
Shares
17,047
Held
Vanguard Scottsdale FDSVTWO
Share
0.3%
Value
$2m
Shares
14,768
Held
NvidiaNVDA
Share
0.3%
Value
$2m
Shares
8,753
-4%
Ishares TRAGG
Share
0.3%
Value
$2m
Shares
17,524
Held
Ishares TRIWF
Share
0.2%
Value
$1m
Shares
11,321
Held
TeslaTSLA
Share
0.2%
Value
$1m
Shares
2,987
-5%
Pimco ETF TRPYLD
Share
0.2%
Value
$1m
Shares
44,051
Held
Dimensional ETF TrustDFUS
Share
0.2%
Value
$1m
Shares
14,223
Held
Marsh & McLennan CompaniesMRSH
Share
0.2%
Value
$1m
Shares
6,709
Held
Costco WholesaleCOST
Share
0.2%
Value
$1m
Shares
1,151
Held
JPMorgan ChaseJPM
Share
0.2%
Value
$1m
Shares
3,205
Held
AlphabetGOOG
Share
0.2%
Value
$1m
Shares
2,853
Held
Berkshire HathawayBRK-B
Share
0.2%
Value
$949,240
Shares
1,897
Held
Vanguard Index FDSVTI
Share
0.2%
Value
$908,052
Shares
2,454
Held
CaterpillarCAT
Share
0.2%
Value
$895,581
Shares
841
-40%
Dimensional ETF TrustDFUV
Share
0.1%
Value
$847,759
Shares
15,411
Held
ChevronCVX
Share
0.1%
Value
$827,948
Shares
4,995
Held
Schwab Strategic TRSCHX
Share
0.1%
Value
$821,097
Shares
27,900
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.1%
Value
$693,921
Shares
929
+20%
Invesco QQQ TRQQQ
Share
0.1%
Value
$674,144
Shares
915
-11%
Western Alliance BancorporationWAL
Share
0.1%
Value
$628,583
Shares
7,647
Held
AlphabetGOOGL
Share
0.1%
Value
$627,055
Shares
1,755
Held
Cisco SystemsCSCO
Share
<0.1%
Value
$578,843
Shares
4,928
Held
Advanced Micro DevicesAMD
Share
<0.1%
Value
$547,798
Shares
943
-23%
VisaV
Share
<0.1%
Value
$546,535
Shares
1,593
+3%
AbbVieABBV
Share
<0.1%
Value
$541,278
Shares
2,151
Held
Ishares TREFA
Share
<0.1%
Value
$525,054
Shares
5,054
-9%
BannerBANR
Share
<0.1%
Value
$508,399
Shares
7,652
New
AccentureACN
Share
<0.1%
Value
$483,449
Shares
3,885
-3%
United Parcel ServiceUPS
Share
<0.1%
Value
$480,623
Shares
4,471
Held
Parker-HannifinPH
Share
<0.1%
Value
$466,563
Shares
477
Held
Procter & GamblePG
Share
<0.1%
Value
$423,346
Shares
2,887
Held
BroadcomAVGO
Share
<0.1%
Value
$422,702
Shares
1,119
Held
Pg&ePCG
Share
<0.1%
Value
$421,180
Shares
25,040
+2%
GE VernovaGEV
Share
<0.1%
Value
$419,425
Shares
357
Held
Meta PlatformsMETA
Share
<0.1%
Value
$398,246
Shares
707
-7%
IntelINTC
Share
<0.1%
Value
$376,582
Shares
2,697
New
Ishares TRIEI
Share
<0.1%
Value
$363,390
Shares
3,094
Held
DanaherDHR
Share
<0.1%
Value
$336,197
Shares
1,765
Held
Ishares TRIJH
Share
<0.1%
Value
$323,889
Shares
4,200
Held
Spdr Gold TRGLD
Share
<0.1%
Value
$307,966
Shares
836
Held
VistraVST
Share
<0.1%
Value
$305,363
Shares
1,925
Held
Johnson & JohnsonJNJ
Share
<0.1%
Value
$304,764
Shares
1,200
Held
Vanguard Whitehall FDSVYM
Share
<0.1%
Value
$302,469
Shares
1,914
Held
SRH Total Return FundSTEW
Share
<0.1%
Value
$289,407
Shares
16,168
Held
Spdr Series TrustSDY
Share
<0.1%
Value
$277,272
Shares
1,822
Held
Thermo Fisher ScientificTMO
Share
<0.1%
Value
$273,241
Shares
545
Held
General ElectricGE
Share
<0.1%
Value
$272,307
Shares
729
Held
QualcommQCOM
Share
<0.1%
Value
$265,752
Shares
1,438
New
Taiwan Semiconductor ManufacturingTSM
Share
<0.1%
Value
$258,365
Shares
541
New
Invesco Exchange Traded FD TPDP
Share
<0.1%
Value
$256,408
Shares
1,690
Held
SandiskSNDK
Share
<0.1%
Value
$243,289
Shares
107
New
Dimensional ETF TrustDFAT
Share
<0.1%
Value
$227,944
Shares
3,261
Held
Ishares U S ETF TRNEAR
Share
<0.1%
Value
$225,994
Shares
4,461
Held
Ishares TRIJR
Share
<0.1%
Value
$208,208
Shares
1,404
New
Charles SchwabSCHW
Share
<0.1%
Value
$207,608
Shares
2,250
-16%
Applied MaterialsAMAT
Share
<0.1%
Value
$205,901
Shares
285
New
Vanguard Index FDSVTV
Share
<0.1%
Value
$205,290
Shares
942
New
Invesco California Value Municipal Income TrustVCV
Share
<0.1%
Value
$128,671
Shares
11,925
Held
CytomX TherapeuticsCTMX
Share
<0.1%
Value
$64,058
Shares
17,082
Held

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVOO	18.0%	$106m	154,260	Held
Vanguard Scottsdale FDSVONG	14.3%	$84m	655,188	Held
Vanguard Scottsdale FDSVONV	13.6%	$80m	749,559	Held
Vanguard Tax-Managed FDSVEA	13.3%	$78m	1,094,124	Held
Fidelity Merrimack STR TRFBND	7.1%	$42m	914,982	+2%
Schwab Strategic TRSCHR	5.4%	$32m	1,290,103	+4%
Vanguard Intl Equity Index FVWO	2.9%	$17m	283,550	Held
Schwab Strategic TRSCHI	2.5%	$15m	652,028	+3%
Ishares TRIWS	2.1%	$12m	74,979	Held
Ishares TRIWP	2.1%	$12m	83,725	Held
Vanguard Scottsdale FDSVTWG	2.0%	$12m	41,503	Held
Vanguard Russell 2000VTWV	1.9%	$11m	57,957	Held
AppleAAPL	1.8%	$10m	36,276	-3%
Pimco ETF TRMINT	1.4%	$8m	81,971	+3%
Vanguard Index FDSVNQ	1.3%	$8m	82,017	Held
Nurix TherapeuticsNRIX	0.9%	$5m	218,333	-4%
Ishares TRIVV	0.7%	$4m	5,605	-6%
Dimensional ETF TrustDFAC	0.7%	$4m	86,551	Held
Amazon.comAMZN	0.5%	$3m	12,664	-2%
Ishares TRIWD	0.4%	$2m	9,980	Held
MicrosoftMSFT	0.4%	$2m	6,267	Held
Trico BancsharesTCBK	0.3%	$2m	35,950	New
Ishares TRIWR	0.3%	$2m	17,047	Held
Vanguard Scottsdale FDSVTWO	0.3%	$2m	14,768	Held
NvidiaNVDA	0.3%	$2m	8,753	-4%
Ishares TRAGG	0.3%	$2m	17,524	Held
Ishares TRIWF	0.2%	$1m	11,321	Held
TeslaTSLA	0.2%	$1m	2,987	-5%
Pimco ETF TRPYLD	0.2%	$1m	44,051	Held
Dimensional ETF TrustDFUS	0.2%	$1m	14,223	Held
Marsh & McLennan CompaniesMRSH	0.2%	$1m	6,709	Held
Costco WholesaleCOST	0.2%	$1m	1,151	Held
JPMorgan ChaseJPM	0.2%	$1m	3,205	Held
AlphabetGOOG	0.2%	$1m	2,853	Held
Berkshire HathawayBRK-B	0.2%	$949,240	1,897	Held
Vanguard Index FDSVTI	0.2%	$908,052	2,454	Held
CaterpillarCAT	0.2%	$895,581	841	-40%
Dimensional ETF TrustDFUV	0.1%	$847,759	15,411	Held
ChevronCVX	0.1%	$827,948	4,995	Held
Schwab Strategic TRSCHX	0.1%	$821,097	27,900	Held
State STR Spdr S&P 500 ETF TSPY	0.1%	$693,921	929	+20%
Invesco QQQ TRQQQ	0.1%	$674,144	915	-11%
Western Alliance BancorporationWAL	0.1%	$628,583	7,647	Held
AlphabetGOOGL	0.1%	$627,055	1,755	Held
Cisco SystemsCSCO	<0.1%	$578,843	4,928	Held
Advanced Micro DevicesAMD	<0.1%	$547,798	943	-23%
VisaV	<0.1%	$546,535	1,593	+3%
AbbVieABBV	<0.1%	$541,278	2,151	Held
Ishares TREFA	<0.1%	$525,054	5,054	-9%
BannerBANR	<0.1%	$508,399	7,652	New
AccentureACN	<0.1%	$483,449	3,885	-3%
United Parcel ServiceUPS	<0.1%	$480,623	4,471	Held
Parker-HannifinPH	<0.1%	$466,563	477	Held
Procter & GamblePG	<0.1%	$423,346	2,887	Held
BroadcomAVGO	<0.1%	$422,702	1,119	Held
Pg&ePCG	<0.1%	$421,180	25,040	+2%
GE VernovaGEV	<0.1%	$419,425	357	Held
Meta PlatformsMETA	<0.1%	$398,246	707	-7%
IntelINTC	<0.1%	$376,582	2,697	New
Ishares TRIEI	<0.1%	$363,390	3,094	Held
DanaherDHR	<0.1%	$336,197	1,765	Held
Ishares TRIJH	<0.1%	$323,889	4,200	Held
Spdr Gold TRGLD	<0.1%	$307,966	836	Held
VistraVST	<0.1%	$305,363	1,925	Held
Johnson & JohnsonJNJ	<0.1%	$304,764	1,200	Held
Vanguard Whitehall FDSVYM	<0.1%	$302,469	1,914	Held
SRH Total Return FundSTEW	<0.1%	$289,407	16,168	Held
Spdr Series TrustSDY	<0.1%	$277,272	1,822	Held
Thermo Fisher ScientificTMO	<0.1%	$273,241	545	Held
General ElectricGE	<0.1%	$272,307	729	Held
QualcommQCOM	<0.1%	$265,752	1,438	New
Taiwan Semiconductor ManufacturingTSM	<0.1%	$258,365	541	New
Invesco Exchange Traded FD TPDP	<0.1%	$256,408	1,690	Held
SandiskSNDK	<0.1%	$243,289	107	New
Dimensional ETF TrustDFAT	<0.1%	$227,944	3,261	Held
Ishares U S ETF TRNEAR	<0.1%	$225,994	4,461	Held
Ishares TRIJR	<0.1%	$208,208	1,404	New
Charles SchwabSCHW	<0.1%	$207,608	2,250	-16%
Applied MaterialsAMAT	<0.1%	$205,901	285	New
Vanguard Index FDSVTV	<0.1%	$205,290	942	New
Invesco California Value Municipal Income TrustVCV	<0.1%	$128,671	11,925	Held
CytomX TherapeuticsCTMX	<0.1%	$64,058	17,082	Held

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 24.6% since 30 June 2025.

Where the money is

Technology3.1%

Financial services1.2%

Health care1.2%

Retail & consumer0.7%

Industrials0.4%

Media & telecom0.3%

Everyday goods0.3%

Energy0.1%

Utilities0.1%

Other92.6%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.