WestHill Financial Advisors, Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 21, 2026), WestHill Financial Advisors, Inc. reported 82 stock positions worth $587.3 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 18.0% of the portfolio, followed by Vanguard Russell 1000 Growth (VONG, 14.3%) and Vanguard Russell 1000 Value (VONV, 13.6%). Compared with Q1 2026, it opened 9 new positions, sold out of 3, added to 21 and reduced 31. The biggest buy was Vanguard Russell 1000 Growth (VONG, shares +0%) and the biggest sale an exit from Exxon Mobil (XOM).

Most Recent 13F
Q2 2026
Location
San Rafael, CA
CIK
0001759641
Portfolio Value
$587.3M (Q2 2026)
SEC Filing
0002085853-26-000786 ↗ filed Jul 21, 2026

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $406.6M Q1 2024 Q2 2024: $412.1M Q2 2024 Q3 2024: $445.8M Q3 2024 Q4 2024: $446.4M Q4 2024 Q1 2025: $437.1M Q1 2025 Q2 2025: $471.4M Q2 2025 Q3 2025: $510.3M Q3 2025 Q4 2025: $526.4M Q4 2025 Q1 2026: $523.0M Q1 2026 Q2 2026: $587.3M $587.3M Q2 2026

Holdings 82 stocks · $587.3M
VOO Vanguard S&P 500 ETF 18.04% 154,260 $105.9M Reduce -0.2%
VONG Vanguard Russell 1000 Growth 14.26% 655,188 $83.7M Add +0.1%
VONV Vanguard Russell 1000 Value 13.57% 749,559 $79.7M Reduce -0.1%
VEA Vanguard Ftse Developed ETF 13.27% 1,094,124 $78.0M Add +0.0%
FBND Fidelity Total Bond ETF 7.09% 914,982 $41.6M Add +2.2%
SCHR Schwab Intermediate-Term US 5.42% 1,290,103 $31.8M Add +4.5%
VWO Vanguard Ftse Emerging Marke 2.88% 283,550 $16.9M Add +0.3%
SCHI Schwab 5-10 Year Corporate B 2.51% 652,028 $14.8M Add +3.1%
IWS iShares Russell Mid-Cap Valu 2.10% 74,979 $12.3M Reduce -0.3%
IWP iShares Russell Mid-Cap Grow 2.09% 83,725 $12.3M Add +0.4%
VTWG Vanguard Russell 2000 Growth 2.03% 41,503 $11.9M Reduce -0.5%
VTWV Vanguard Russell 2000 Value 1.93% 57,957 $11.3M Reduce -0.5%
AAPL Apple Inc. 1.79% 36,276 $10.5M Reduce -3.3%
MINT PIMCO Enhanced Short Maturit 1.41% 81,971 $8.3M Add +2.9%
VNQ Vanguard Real Estate ETF 1.35% 82,017 $7.9M Reduce -0.5%
NRIX Nurix Therapeutics Inc. 0.90% 218,333 $5.3M Reduce -4.4%
IVV iShares Core S&P 500 ETF 0.71% 5,605 $4.2M Reduce -5.8%
DFAC Dimensional US Core Equity 2 0.65% 86,551 $3.8M No change
AMZN Amazon.com Inc. 0.51% 12,664 $3.0M Reduce -2.4%
IWD iShares Russell 1000 Value E 0.41% 9,980 $2.4M No change
MSFT Microsoft Corp. 0.40% 6,267 $2.3M Reduce -1.7%
TCBK Trico Bancshares 0.33% 35,950 $1.9M New
IWR iShares Russell Mid-Cap ETF 0.32% 17,047 $1.9M Reduce -0.6%
VTWO Vanguard Russell 2000 ETF 0.31% 14,768 $1.8M Reduce -0.8%
NVDA Nvidia Corp. 0.30% 8,753 $1.8M Reduce -3.8%
AGG iShares Core U.S. Aggregate 0.30% 17,524 $1.7M Add +0.5%
IWF iShares Russell 1000 Growth 0.24% 11,321 $1.4M No change
TSLA Tesla Inc. 0.21% 2,987 $1.3M Reduce -4.8%
PYLD PIMCO Multisector Bond Actv 0.20% 44,051 $1.2M Add +0.1%
DFUS Dimensional US Eq MKT ETF 0.20% 14,223 $1.2M No change
MRSH Marsh & McLennan Cos 0.19% 6,709 $1.1M No change
COST Costco Wholesale Corp. 0.18% 1,151 $1.1M Reduce -1.7%
JPM JPMorgan Chase & Co. 0.18% 3,205 $1.0M Add +0.0%
GOOG Alphabet Inc. Class C 0.17% 2,853 $1.0M No change
BRK.B Berkshire Hathaway Inc. Class B 0.16% 1,897 $949K No change
VTI VG Morningstar TS MKT ETF-US 0.15% 2,454 $908K Reduce -1.1%
CAT Caterpillar Inc. 0.15% 841 $896K Reduce -40.4%
DFUV Dimensional US Marketwide Va 0.14% 15,411 $848K No change
CVX Chevron Corp. 0.14% 4,995 $828K Reduce -0.0%
SCHX Schwab US Large-Cap ETF 0.14% 27,900 $821K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.12% 929 $694K Add +20.0%
QQQ Invesco QQQ Trust Series 1 0.11% 915 $674K Reduce -10.7%
WAL Western Alliance Bancorp 0.11% 7,647 $629K No change
GOOGL Alphabet Inc. Class A 0.11% 1,755 $627K Add +1.9%
CSCO Cisco Systems Inc. 0.10% 4,928 $579K Add +0.4%
AMD Advanced Micro Devices 0.09% 943 $548K Reduce -23.5%
V Visa Inc. Class A 0.09% 1,593 $547K Add +3.4%
ABBV Abbvie Inc. 0.09% 2,151 $541K Reduce -0.3%
EFA iShares MSCI Eafe ETF 0.09% 5,054 $525K Reduce -8.8%
BANR Banner Corporation 0.09% 7,652 $508K New
ACN Accenture PLC Class A 0.08% 3,885 $483K Reduce -2.8%
UPS United Parcel Service Class B 0.08% 4,471 $481K Add +0.1%
PH Parker Hannifin Corp. 0.08% 477 $467K Add +0.4%
PG The Procter & Gamble Co. 0.07% 2,887 $423K Add +1.9%
AVGO Broadcom Inc. 0.07% 1,119 $423K Reduce -0.9%
PCG P G & E Corp. 0.07% 25,040 $421K Add +2.0%
GEV GE Vernova Inc. 0.07% 357 $419K No change
META Meta Platforms Inc. Class A 0.07% 707 $398K Reduce -7.1%
INTC Intel Corp. 0.06% 2,697 $377K New
IEI iShares 3-7 Year Treasury Bo 0.06% 3,094 $363K No change
DHR Danaher Corp. 0.06% 1,765 $336K Add +1.7%
IJH iShares Core S&P Midcap ETF 0.06% 4,200 $324K Reduce -0.3%
GLD SPDR Gold Shares 0.05% 836 $308K Reduce -1.4%
VST Vistra Corp. 0.05% 1,925 $305K Reduce -0.3%
JNJ Johnson & Johnson 0.05% 1,200 $305K Reduce -1.5%
VYM Vanguard High DVD Yield ETF 0.05% 1,914 $302K No change
STEW SRH Total Return Fund Inc. 0.05% 16,168 $289K No change
SDY SS SPDR S&P Dividend ETF 0.05% 1,822 $277K No change
TMO Thermo Fisher Scientific Inc. 0.05% 545 $273K No change
GE General Electric filed as GE AEROSPACE 0.05% 729 $272K Add +0.1%
QCOM Qualcomm Inc. 0.05% 1,438 $266K New
TSM Taiwan Semiconductor-SP ADR 0.04% 541 $258K New
PDP Invesco Dorsey Wright Moment 0.04% 1,690 $256K No change
SNDK Sandisk Corp. 0.04% 107 $243K New
DFAT Dimensional US Target Value 0.04% 3,261 $228K No change
NEAR iShares SH Dba ETF Usd Inc. 0.04% 4,461 $226K No change
IJR iShares Core S&P Small-Cap E 0.04% 1,404 $208K New
SCHW Schwab (charles) Corp. 0.04% 2,250 $208K Reduce -16.2%
AMAT Applied Materials Inc. 0.04% 285 $206K New
VTV Vanguard Mrngstr Val ETF-Aui 0.04% 942 $205K New
VCV Invesco Ca Val Muni Inc. TR 0.02% 11,925 $129K No change
CTMX Cytomx Therapeutics Inc. 0.01% 17,082 $64K No change

Portfolio Sells Q1 2026 → Q2 2026
XOM Exxon Mobil Corp. Sold out 0.00% −0.10
ACN Accenture PLC Class A Reduce -2.8% 0.08% −0.07
CVX Chevron Corp. Reduce -0.0% 0.14% −0.06
MSFT Microsoft Corp. Reduce -1.7% 0.40% −0.05
VNQ Vanguard Real Estate ETF Reduce -0.5% 1.35% −0.05
SLV iShares Silver Trust Sold out 0.00% −0.04
COST Costco Wholesale Corp. Reduce -1.7% 0.18% −0.04
VZ Verizon Communications Inc. Sold out 0.00% −0.04
CAT Caterpillar Inc. Reduce -40.4% 0.15% −0.04
AAPL Apple Inc. Reduce -3.3% 1.79% −0.03
IVV iShares Core S&P 500 ETF Reduce -5.8% 0.71% −0.03
GLD SPDR Gold Shares Reduce -1.4% 0.05% −0.02
META Meta Platforms Inc. Class A Reduce -7.1% 0.07% −0.02
EFA iShares MSCI Eafe ETF Reduce -8.8% 0.09% −0.01
SCHW Schwab (charles) Corp. Reduce -16.2% 0.04% −0.01
TSLA Tesla Inc. Reduce -4.8% 0.21% −0.01
NVDA Nvidia Corp. Reduce -3.8% 0.30% −0.01
JNJ Johnson & Johnson Reduce -1.5% 0.05% −0.01
VST Vistra Corp. Reduce -0.3% 0.05% −0.00
AMZN Amazon.com Inc. Reduce -2.4% 0.51% −0.00
IJH iShares Core S&P Midcap ETF Reduce -0.3% 0.06% +0.00
IWR iShares Russell Mid-Cap ETF Reduce -0.6% 0.32% +0.00
QQQ Invesco QQQ Trust Series 1 Reduce -10.7% 0.11% +0.00
ABBV Abbvie Inc. Reduce -0.3% 0.09% +0.00
VTI VG Morningstar TS MKT ETF-US Reduce -1.1% 0.15% +0.00
AVGO Broadcom Inc. Reduce -0.9% 0.07% +0.01
IWS iShares Russell Mid-Cap Valu Reduce -0.3% 2.10% +0.01
VTWO Vanguard Russell 2000 ETF Reduce -0.8% 0.31% +0.02
AMD Advanced Micro Devices Reduce -23.5% 0.09% +0.05
VTWV Vanguard Russell 2000 Value Reduce -0.5% 1.93% +0.07
VONV Vanguard Russell 1000 Value Reduce -0.1% 13.57% +0.12
VTWG Vanguard Russell 2000 Growth Reduce -0.5% 2.03% +0.21
NRIX Nurix Therapeutics Inc. Reduce -4.4% 0.90% +0.23
VOO Vanguard S&P 500 ETF Reduce -0.2% 18.04% +0.38

Portfolio Buys Q1 2026 → Q2 2026
VONG Vanguard Russell 1000 Growth Add +0.1% 14.26% +0.52
TCBK Trico Bancshares New 0.33% +0.33
BANR Banner Corporation New 0.09% +0.09
INTC Intel Corp. New 0.06% +0.06
QCOM Qualcomm Inc. New 0.05% +0.05
TSM Taiwan Semiconductor-SP ADR New 0.04% +0.04
IWP iShares Russell Mid-Cap Grow Add +0.4% 2.09% +0.04
SNDK Sandisk Corp. New 0.04% +0.04
IJR iShares Core S&P Small-Cap E New 0.04% +0.04
AMAT Applied Materials Inc. New 0.04% +0.04
VTV Vanguard Mrngstr Val ETF-Aui New 0.04% +0.04
CSCO Cisco Systems Inc. Add +0.4% 0.10% +0.03
SPY SS SPDR S&P 500 ETF Trust-US Add +20.0% 0.12% +0.02
GOOGL Alphabet Inc. Class A Add +1.9% 0.11% +0.01
GE General Electric Add +0.1% 0.05% +0.01
V Visa Inc. Class A Add +3.4% 0.09% +0.00
JPM JPMorgan Chase & Co. Add +0.0% 0.18% −0.00
PH Parker Hannifin Corp. Add +0.4% 0.08% −0.00
UPS United Parcel Service Class B Add +0.1% 0.08% −0.00
DHR Danaher Corp. Add +1.7% 0.06% −0.01
PG The Procter & Gamble Co. Add +1.9% 0.07% −0.01
PCG P G & E Corp. Add +2.0% 0.07% −0.01
PYLD PIMCO Multisector Bond Actv Add +0.1% 0.20% −0.02
AGG iShares Core U.S. Aggregate Add +0.5% 0.30% −0.04
VWO Vanguard Ftse Emerging Marke Add +0.3% 2.88% −0.04
MINT PIMCO Enhanced Short Maturit Add +2.9% 1.41% −0.13
VEA Vanguard Ftse Developed ETF Add +0.0% 13.27% −0.13
SCHI Schwab 5-10 Year Corporate B Add +3.1% 2.51% −0.23
SCHR Schwab Intermediate-Term US Add +4.5% 5.42% −0.46
FBND Fidelity Total Bond ETF Add +2.2% 7.09% −0.72

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 82$587.3MVOO, VONG, VONV, VEA, FBND
Q1 2026 76$523.0MVOO, VONG, VONV, VEA, FBND
Q4 2025 81$526.4MVOO, VONG, VEA, VONV, FBND
Q3 2025 78$510.3MVOO, VONG, VONV, VEA, FBND
Q2 2025 72$471.4MVOO, VONG, VEA, VONV, FBND
Q1 2025 73$437.1MVOO, VONG, VONV, VEA, FBND
Q4 2024 78$446.4MVOO, VONG, VONV, VEA, FBND
Q3 2024 75$445.8MVOO, VONG, VONV, VEA, FBND
Q2 2024 70$412.1MVOO, VONG, VONV, VEA, FBND
Q1 2024 76$406.6MVOO, VONG, VONV, VEA, FBND