WestHill Financial Advisors, Inc.

CIK 1759641 · View on SEC EDGAR ↗

Portfolio value
$587.3M
#3,421 of 9,443 by 13F value · top 36.2%
Positions
82
As of
June 30, 2026

Portfolio value QoQ: +12.3% 13F does not disclose cash

Top 10 holdings weight
81.23%
Top 25 holdings weight
94.58%
Positions above 1%
15
Effective number of positions
9.9

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.63% Est. buys $8,523,278 · sells $3,507,050

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 83.7% still held

New positions
9
Increased
22
Decreased
31
Closed
3
On this page

Sector breakdown

Technology
3.0%
Healthcare
1.2%
Financials
0.9%
Retail
0.7%
Communication Services
0.3%
Industrials
0.3%
Consumer Discretionary
0.2%
Energy
0.1%
Communications
0.1%
Financial Services
0.1%
Logistics & Transportation
0.1%
Consumer products
0.1%
Utilities
0.1%
Other/Unmapped
92.7%

Full portfolio 82 positions

Type Streak 8Q trend
VOO $105,947,524 18.04% 154,260 $13,607,636 Down ×1
VONG Vanguard Russell 1000 Growth ETF $83,739,569 14.26% 655,188 $11,914,756 Up ×2
VONV Vanguard Russell 1000 Value ETF $79,685,656 13.57% 749,559 $9,382,868 Down ×2
VEA $77,956,333 13.27% 1,094,124 $7,848,679 Up ×1
FBND $41,622,525 7.09% 914,982 $775,980 Up ×6
SCHR $31,813,940 5.42% 1,290,103 $1,056,417 Up ×2
VWO $16,925,090 2.88% 283,550 $1,639,177 Up ×3
SCHI $14,761,907 2.51% 652,028 $424,260 Up ×6
IWS $12,341,623 2.10% 74,979 $1,379,774 Down ×1
IWP $12,258,211 2.09% 83,725 $1,570,804 Up ×5
VTWG Vanguard Russell 2000 Growth ETF $11,939,647 2.03% 41,503 $2,388,506 Down ×1
VTWV Vanguard Russell 2000 Value ETF $11,327,070 1.93% 57,957 $1,589,423 Down ×2
AAPL Apple Inc. - Common Stock $10,496,761 1.79% 36,276 $977,606 Down ×6
MINT $8,263,467 1.41% 81,971 $247,768 Up ×2
VNQ $7,908,912 1.35% 82,017 $600,895 Down ×1
NRIX Nurix Therapeutics, Inc. - Common stock $5,296,759 0.90% 218,333 $1,757,597 Down ×1
IVV $4,197,745 0.71% 5,605 $309,131 Down ×6
DFAC $3,839,402 0.65% 86,551 $476,030
AMZN Amazon.com, Inc. - Common Stock $3,018,338 0.51% 12,664 $316,868 Down ×1
IWD $2,419,410 0.41% 9,980 $287,020
MSFT Microsoft Corporation - Common Stock $2,337,810 0.40% 6,267 $-22,242 Down ×2
TCBK TriCo Bancshares - Common Stock $1,935,908 0.33% 35,950 Up ×1
IWR $1,880,650 0.32% 17,047 $213,524 Down ×2
VTWO Vanguard Russell 2000 ETF $1,793,116 0.31% 14,768 $302,500 Down ×2
NVDA NVIDIA Corporation - Common Stock $1,751,353 0.30% 8,753 $164,704 Down ×4
AGG $1,734,526 0.30% 17,524 $3,555 Up ×5
IWF $1,405,790 0.24% 11,321 $198,869 Up ×1
TSLA Tesla, Inc. - Common Stock $1,256,332 0.21% 2,987 $90,152 Down ×2
PYLD $1,168,233 0.20% 44,051 $15,014 Up ×5
DFUS $1,165,433 0.20% 14,223 $156,880
MRSH Marsh Common Stock $1,118,189 0.19% 6,709 $-45,487
COST Costco Wholesale Corporation - Common Stock $1,076,415 0.18% 1,151 $-90,073 Down ×3
JPM JP Morgan Chase & Co. Common Stock $1,049,219 0.18% 3,205 $106,776 Up ×1
GOOG Alphabet Inc. - Class C Capital Stock $1,007,977 0.17% 2,853 $189,672
BRKB $949,240 0.16% 1,897 $40,198
VTI $908,052 0.15% 2,454 $112,330 Down ×2
CAT Caterpillar, Inc. Common Stock $895,581 0.15% 841 $-104,056 Down ×2
DFUV $847,759 0.14% 15,411 $100,942
CVX Chevron Corporation Common Stock $827,948 0.14% 4,995 $-205,622 Down ×2
SCHX $821,097 0.14% 27,900 $105,741
SPY SPY $693,921 0.12% 929 $190,408 Up ×1
QQQ Invesco QQQ Trust, Series 1 $674,144 0.11% 915 $82,269 Down ×1
WAL Western Alliance Bancorporation Common Stock (DE) $628,583 0.11% 7,647 $86,793
GOOGL Alphabet Inc. - Class A Common Stock $627,055 0.11% 1,755 $131,748 Up ×1
CSCO Cisco Systems, Inc. - Common Stock $578,843 0.10% 4,928 $197,954 Up ×1
AMD Advanced Micro Devices, Inc. - Common Stock $547,798 0.09% 943 $297,172 Down ×1
V Visa Inc. $546,535 0.09% 1,593 $81,074 Up ×3
ABBV AbbVie Inc. Common Stock $541,278 0.09% 2,151 $72,152 Down ×1
EFA $525,054 0.09% 5,054 $-13,396 Down ×2
BANR Banner Corporation - Common Stock $508,399 0.09% 7,652 Up ×1
ACN Accenture plc Class A Ordinary Shares (Ireland) $483,449 0.08% 3,885 $-308,720 Down ×2
UPS United Parcel Service, Inc. Common Stock $480,623 0.08% 4,471 $41,018 Up ×6
PH Parker-Hannifin Corporation Common Stock $466,563 0.08% 477 $41,324 Up ×1
PG Procter & Gamble Company (The) Common Stock $423,346 0.07% 2,887 $14,069 Up ×1
AVGO Broadcom Inc. - Common Stock $422,702 0.07% 1,119 $73,265 Down ×1
PCG Pacific Gas & Electric Co. Common Stock $421,180 0.07% 25,040 $-9,924 Up ×1
GEV GE Vernova Inc. Common Stock $419,425 0.07% 357 $107,800
META Meta Platforms, Inc. - Class A Common Stock $398,246 0.07% 707 $-37,145 Down ×2
INTC Intel Corporation - Common Stock $376,582 0.06% 2,697 Up ×1
IEI iShares 3-7 Year Treasury Bond ETF $363,390 0.06% 3,094 $-3,558
DHR Danaher Corporation Common Stock $336,197 0.06% 1,765 $7,051 Up ×1
IJH $323,889 0.06% 4,200 $39,457 Down ×4
GLD $307,966 0.05% 836 $-56,920 Down ×2
VST Vistra Corp. Common Stock $305,363 0.05% 1,925 $15,076 Down ×2
JNJ Johnson & Johnson Common Stock $304,764 0.05% 1,200 $7,036 Down ×2
VYM $302,469 0.05% 1,914 $19,006
STEW SRH Total Return Fund, Inc. Common Stock $289,407 0.05% 16,168 $12,934
SDY $277,272 0.05% 1,822 $11,369
TMO Thermo Fisher Scientific Inc Common Stock $273,241 0.05% 545 $5,357
GE GE Aerospace Common Stock $272,307 0.05% 729 $65,581 Up ×3
QCOM QUALCOMM Incorporated - Common Stock $265,752 0.05% 1,438
TSM Taiwan Semiconductor Manufacturing Company Ltd. $258,365 0.04% 541 Up ×1
PDP Invesco Dorsey Wright Momentum ETF $256,408 0.04% 1,690 $52,362
SNDK Sandisk Corporation - Common Stock $243,289 0.04% 107 Up ×1
DFAT $227,944 0.04% 3,261 $24,295
NEAR $225,994 0.04% 4,461 $-781
IJR $208,208 0.04% 1,404 Up ×1
SCHW Charles Schwab Corporation (The) Common Stock $207,608 0.04% 2,250 $-44,822 Down ×2
AMAT Applied Materials, Inc. - Common Stock $205,901 0.04% 285 Up ×1
VTV $205,290 0.03% 942 Up ×1
VCV Invesco California Value Municipal Income Trust Common Stock $128,671 0.02% 11,925 $4,174
CTMX CytomX Therapeutics, Inc. - Common Stock $64,058 0.01% 17,082 $-16,227

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
FBND $41,622,525 7.09% up ×6
VWO $16,925,090 2.88% up ×3
SCHI $14,761,907 2.51% up ×6
IWP $12,258,211 2.09% up ×5
AGG $1,734,526 0.30% up ×5
PYLD $1,168,233 0.20% up ×5
V $546,535 0.09% up ×3
UPS $480,623 0.08% up ×6
GE $272,307 0.05% up ×3

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
TCBK $1,935,908 35,950 0.33%
BANR $508,399 7,652 0.09%
INTC $376,582 2,697 0.06%
QCOM $265,752 1,438 0.05%
TSM $258,365 541 0.04%
SNDK $243,289 107 0.04%
IJR $208,208 1,404 0.04%
AMAT $205,901 285 0.04%
VTV $205,290 942 0.03%

Top movers (QoQ)

Security Action Shares Δ Value Δ
VOO Trimmed -271 +$13.6M
VONG Bought more +390 +$11.9M
VONV Trimmed -417 +$9.4M
VEA Bought more +59 +$7.8M
VTWG Trimmed -198 +$2.4M
NRIX Trimmed -10K +$1.8M
VWO Bought more +739 +$1.6M
VTWV Trimmed -276 +$1.6M
IWP Bought more +308 +$1.6M
IWS Trimmed -236 +$1.4M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
XOM June 30, 2026 2,927 $496,550 21.7%
TSLA March 31, 2025 698 $281,880 34.6%
FICO March 31, 2026 164 $277,262 9.2%
LLY March 31, 2025 359 $277,148 51.3%
DIS Sept. 30, 2025 2,133 $264,457 -6.4%
UNH June 30, 2025 485 $254,019 24.2%
QCOM March 31, 2026 1,475 $252,321 25.0%
IAU March 31, 2026 3,044 $247,081 No longer tracked
ORCL March 31, 2026 1,189 $231,748 -0.4%
AMD June 30, 2025 2,255 $231,679 231.8%
SLV June 30, 2026 3,302 $224,998 No longer tracked
PLTR March 31, 2026 1,212 $215,433 18.3%
MAZE March 31, 2026 5,186 $214,856 -2.6%
AXP March 31, 2025 723 $214,579 24.6%
HD Dec. 31, 2025 520 $210,682 -2.5%
VZ March 31, 2025 5,248 $209,868 9.0%
AXP March 31, 2026 565 $209,022 10.8%
ABT March 31, 2026 1,653 $207,053 11.4%
ORCL March 31, 2025 1,239 $206,467 4.8%
HD March 31, 2025 529 $205,642 -8.4%
DFAT Dec. 31, 2025 3,513 $204,492 No longer tracked
VZ June 30, 2026 4,048 $203,210 16.8%
DFAT March 31, 2025 3,607 $200,766 No longer tracked
GGN March 31, 2025 12,100 $45,617 No longer tracked
QSI June 30, 2025 21,727 $26,072 -57.3%