WestHill Financial Advisors, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 25, 2024), WestHill Financial Advisors, Inc. reported 76 stock positions worth $406.6 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 18.3% of the portfolio, followed by Vanguard Russell 1000 Growth (VONG, 14.5%) and Vanguard Russell 1000 Value (VONV, 13.5%). Compared with Q4 2023, it opened 4 new positions, sold out of 3, added to 29 and reduced 27. The biggest buy was Vanguard Russell 1000 Value (VONV, shares +3%) and the biggest sale Apple (AAPL, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- San Rafael, CA
- CIK
- 0001759641
- Portfolio Value
- $406.6M (Q1 2024)
- SEC Filing
- 0001759641-24-000004 ↗ filed Apr 25, 2024
Holdings Value
Holdings 76 stocks · $406.6M
| VOO Vanguard S&P 500 ETF | 18.30% | 154,761 | $74.4M | Reduce -0.9% |
| VONG Vanguard Russell 1000 Growth | 14.46% | 678,435 | $58.8M | Reduce -2.8% |
| VONV Vanguard Russell 1000 Value | 13.46% | 696,060 | $54.7M | Add +3.0% |
| VEA Vanguard Ftse Developed ETF | 12.70% | 1,029,042 | $51.6M | Add +3.2% |
| FBND Fidelity Total Bond ETF | 6.91% | 620,039 | $28.1M | Add +7.4% |
| SCHR Schwab Intermediate-Term US | 5.63% | 466,480 | $22.9M | Add +5.5% |
| VWO Vanguard Ftse Emerging Marke | 2.71% | 263,880 | $11.0M | Add +7.2% |
| SCHI Schwab 5-10 Year Corporate B | 2.69% | 245,439 | $10.9M | Add +5.1% |
| IWP iShares Russell Mid-Cap Grow | 2.12% | 75,655 | $8.6M | Reduce -1.0% |
| IWS iShares Russell Mid-Cap Valu | 2.11% | 68,393 | $8.6M | Add +3.2% |
| VTWG Vanguard Russell 2000 Growth | 1.88% | 38,698 | $7.6M | Add +3.0% |
| VTWV Vanguard Russell 2000 Value | 1.83% | 53,253 | $7.4M | Add +4.2% |
| AAPL Apple Inc. | 1.76% | 41,664 | $7.1M | Reduce -3.8% |
| MINT PIMCO Enhanced Short Maturit | 1.50% | 60,647 | $6.1M | Add +4.6% |
| VNQ Vanguard Real Estate ETF | 1.44% | 67,570 | $5.8M | Add +5.7% |
| NRIX Nurix Therapeutics Inc. | 1.02% | 283,333 | $4.2M | No change |
| IVV iShares Core S&P 500 ETF | 0.85% | 6,548 | $3.4M | Reduce -1.7% |
| MSFT Microsoft Corp. | 0.74% | 7,121 | $3.0M | Reduce -4.6% |
| DFAC Dimensional US Core Equity 2 | 0.69% | 87,735 | $2.8M | No change |
| IWD iShares Russell 1000 Value E | 0.48% | 10,943 | $2.0M | Reduce -1.3% |
| AMZN Amazon.com Inc. | 0.41% | 9,154 | $1.7M | Reduce -21.8% |
| AGG iShares Core U.S. Aggregate | 0.36% | 14,814 | $1.5M | Add +2.3% |
| IWR iShares Russell Mid-Cap ETF | 0.33% | 15,961 | $1.3M | Add +0.8% |
| IWF iShares Russell 1000 Growth | 0.32% | 3,868 | $1.3M | Reduce -1.6% |
| VTWO Vanguard Russell 2000 ETF | 0.29% | 13,905 | $1.2M | Add +3.5% |
| NVDA Nvidia Corp. | 0.23% | 1,051 | $950K | Add +84.1% |
| CVX Chevron Corp. | 0.23% | 5,891 | $929K | Add +0.5% |
| DFUS Dimensional US Eq MKT ETF | 0.21% | 14,887 | $848K | Reduce -1.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 1,878 | $790K | Add +1.0% |
| UPS United Parcel Service Class B | 0.16% | 4,450 | $661K | Add +0.0% |
| MRSH Marsh & McLennan Cos | 0.16% | 3,163 | $652K | Add +175.0% |
| DFUV Dimensional US Marketwide Va | 0.16% | 15,726 | $643K | No change |
| JPM JPMorgan Chase & Co. | 0.15% | 3,073 | $616K | Add +0.0% |
| SCHX Schwab US Large-Cap ETF | 0.14% | 9,462 | $587K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 1,261 | $560K | Add +1.3% |
| PG The Procter & Gamble Co. | 0.13% | 3,190 | $518K | Reduce -7.8% |
| CAT Caterpillar Inc. | 0.12% | 1,386 | $508K | Reduce -2.3% |
| ABBV Abbvie Inc. | 0.12% | 2,767 | $504K | Reduce -13.0% |
| EFA iShares MSCI Eafe ETF | 0.12% | 6,232 | $498K | Reduce -2.7% |
| XOM Exxon Mobil Corp. | 0.12% | 4,088 | $475K | Reduce -0.8% |
| DHR Danaher Corp. | 0.12% | 1,888 | $471K | No change |
| WAL Western Alliance Bancorp | 0.12% | 7,289 | $468K | No change |
| PCG P G & E Corp. | 0.10% | 25,258 | $423K | Add +16.5% |
| JNJ Johnson & Johnson | 0.10% | 2,676 | $423K | Reduce -0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.10% | 805 | $421K | No change |
| AMD Advanced Micro Devices | 0.10% | 2,302 | $415K | Reduce -1.2% |
| NKE Nike Inc. Class B | 0.10% | 4,410 | $414K | No change |
| GOOG Alphabet Inc. Class C | 0.09% | 2,521 | $384K | Add +1.1% |
| V Visa Inc. Class A | 0.09% | 1,372 | $383K | Add +1.3% |
| TMO Thermo Fisher Scientific Inc. | 0.09% | 654 | $380K | Add +0.3% |
| META Meta Platforms Inc. Class A | 0.08% | 699 | $339K | Reduce -0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.08% | 1,253 | $326K | Reduce -82.4% |
| PFE Pfizer Inc. | 0.08% | 11,584 | $321K | Reduce -4.9% |
| BNDX Vanguard Total Intl Bond ETF | 0.08% | 6,522 | $321K | New |
| IEI iShares 3-7 Year Treasury Bo | 0.08% | 2,703 | $313K | Add +1.6% |
| LLY Eli Lilly & Co. | 0.08% | 396 | $308K | Reduce -16.8% |
| MRK Merck & Co. Inc. | 0.08% | 2,315 | $305K | Add +16.9% |
| INTC Intel Corp. | 0.07% | 6,779 | $299K | Add +1.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.07% | 2,401 | $294K | Reduce -20.1% |
| VZ Verizon Communications Inc. | 0.07% | 6,956 | $292K | Reduce -5.6% |
| GOOGL Alphabet Inc. Class A | 0.07% | 1,878 | $283K | Reduce -3.7% |
| ACN Accenture PLC Class A | 0.07% | 810 | $281K | No change |
| IJH iShares Core S&P Midcap ETF | 0.07% | 4,374 | $266K | No change |
| QCOM Qualcomm Inc. | 0.06% | 1,493 | $253K | New |
| COST Costco Wholesale Corp. | 0.06% | 335 | $246K | New |
| STEW SRH Total Return Fund Inc. | 0.06% | 16,168 | $243K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.06% | 1,822 | $239K | No change |
| HD Home Depot Inc. | 0.06% | 595 | $228K | No change |
| BMY Bristol-Myers Squibb Co. | 0.06% | 4,206 | $228K | Add +1.4% |
| UNP Union Pacific Corp. | 0.05% | 884 | $217K | Reduce -1.9% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.05% | 4,190 | $211K | No change |
| ABT Abbott Laboratories | 0.05% | 1,847 | $210K | Reduce -4.7% |
| CSCO Cisco Systems Inc. | 0.05% | 4,055 | $202K | New |
| T AT&T Inc. | 0.05% | 10,537 | $185K | Reduce -4.3% |
| VCV Invesco Ca Val Muni Inc. TR | 0.03% | 11,925 | $119K | No change |
| CTMX Cytomx Therapeutics Inc. | 0.01% | 17,082 | $37K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -3.8% | 1.76% | −0.45 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -82.4% | 0.08% | −0.37 |
| BA The Boeing Co. | Sold out | 0.00% | −0.07 |
| AMZN Amazon.com Inc. | Reduce -21.8% | 0.41% | −0.07 |
| VYM Vanguard High DVD Yield ETF | Sold out | 0.00% | −0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Sold out | 0.00% | −0.05 |
| PFE Pfizer Inc. | Reduce -4.9% | 0.08% | −0.01 |
| JNJ Johnson & Johnson | Reduce -0.2% | 0.10% | −0.01 |
| MSFT Microsoft Corp. | Reduce -4.6% | 0.74% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -7.8% | 0.13% | −0.01 |
| ABBV Abbvie Inc. | Reduce -13.0% | 0.12% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -2.7% | 0.12% | −0.01 |
| UNP Union Pacific Corp. | Reduce -1.9% | 0.05% | −0.01 |
| ABT Abbott Laboratories | Reduce -4.7% | 0.05% | −0.00 |
| IWD iShares Russell 1000 Value E | Reduce -1.3% | 0.48% | −0.00 |
| T AT&T Inc. | Reduce -4.3% | 0.05% | −0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -3.7% | 0.07% | −0.00 |
| VZ Verizon Communications Inc. | Reduce -5.6% | 0.07% | −0.00 |
| DIS The Walt Disney Co. | Reduce -20.1% | 0.07% | +0.00 |
| DFUS Dimensional US Eq MKT ETF | Reduce -1.0% | 0.21% | +0.00 |
| LLY Eli Lilly & Co. | Reduce -16.8% | 0.08% | +0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -1.7% | 0.85% | +0.00 |
| IWF iShares Russell 1000 Growth | Reduce -1.6% | 0.32% | +0.00 |
| XOM Exxon Mobil Corp. | Reduce -0.8% | 0.12% | +0.01 |
| IWP iShares Russell Mid-Cap Grow | Reduce -1.0% | 2.12% | +0.01 |
| AMD Advanced Micro Devices | Reduce -1.2% | 0.10% | +0.01 |
| CAT Caterpillar Inc. | Reduce -2.3% | 0.12% | +0.01 |
| META Meta Platforms Inc. Class A | Reduce -0.1% | 0.08% | +0.02 |
| VONG Vanguard Russell 1000 Growth | Reduce -2.8% | 14.46% | +0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -0.9% | 18.30% | +0.21 |
Portfolio Buys Q4 2023 → Q1 2024
| VONV Vanguard Russell 1000 Value | Add +3.0% | 13.46% | +0.46 |
| NVDA Nvidia Corp. | Add +84.1% | 0.23% | +0.16 |
| MRSH Marsh & McLennan Cos | Add +175.0% | 0.16% | +0.10 |
| BNDX Vanguard Total Intl Bond ETF | New | 0.08% | +0.08 |
| IWS iShares Russell Mid-Cap Valu | Add +3.2% | 2.11% | +0.07 |
| QCOM Qualcomm Inc. | New | 0.06% | +0.06 |
| COST Costco Wholesale Corp. | New | 0.06% | +0.06 |
| CSCO Cisco Systems Inc. | New | 0.05% | +0.05 |
| VTWG Vanguard Russell 2000 Growth | Add +3.0% | 1.88% | +0.05 |
| VEA Vanguard Ftse Developed ETF | Add +3.2% | 12.70% | +0.04 |
| VWO Vanguard Ftse Emerging Marke | Add +7.2% | 2.71% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.0% | 0.19% | +0.02 |
| MRK Merck & Co. Inc. | Add +16.9% | 0.08% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +0.0% | 0.15% | +0.01 |
| IWR iShares Russell Mid-Cap ETF | Add +0.8% | 0.33% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.3% | 0.14% | +0.00 |
| VTWO Vanguard Russell 2000 ETF | Add +3.5% | 0.29% | +0.00 |
| TMO Thermo Fisher Scientific Inc. | Add +0.3% | 0.09% | +0.00 |
| GOOG Alphabet Inc. Class C | Add +1.1% | 0.09% | +0.00 |
| V Visa Inc. Class A | Add +1.3% | 0.09% | +0.00 |
| PCG P G & E Corp. | Add +16.5% | 0.10% | +0.00 |
| BMY Bristol-Myers Squibb Co. | Add +1.4% | 0.06% | −0.00 |
| CVX Chevron Corp. | Add +0.5% | 0.23% | −0.00 |
| IEI iShares 3-7 Year Treasury Bo | Add +1.6% | 0.08% | −0.01 |
| INTC Intel Corp. | Add +1.9% | 0.07% | −0.01 |
| VTWV Vanguard Russell 2000 Value | Add +4.2% | 1.83% | −0.02 |
| UPS United Parcel Service Class B | Add +0.0% | 0.16% | −0.02 |
| AGG iShares Core U.S. Aggregate | Add +2.3% | 0.36% | −0.02 |
| MINT PIMCO Enhanced Short Maturit | Add +4.6% | 1.50% | −0.03 |
| VNQ Vanguard Real Estate ETF | Add +5.7% | 1.44% | −0.06 |
| SCHI Schwab 5-10 Year Corporate B | Add +5.1% | 2.69% | −0.10 |
| FBND Fidelity Total Bond ETF | Add +7.4% | 6.91% | −0.14 |
| SCHR Schwab Intermediate-Term US | Add +5.5% | 5.63% | −0.20 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 82 | $587.3M | VOO, VONG, VONV, VEA, FBND |
| Q1 2026 | 76 | $523.0M | VOO, VONG, VONV, VEA, FBND |
| Q4 2025 | 81 | $526.4M | VOO, VONG, VEA, VONV, FBND |
| Q3 2025 | 78 | $510.3M | VOO, VONG, VONV, VEA, FBND |
| Q2 2025 | 72 | $471.4M | VOO, VONG, VEA, VONV, FBND |
| Q1 2025 | 73 | $437.1M | VOO, VONG, VONV, VEA, FBND |
| Q4 2024 | 78 | $446.4M | VOO, VONG, VONV, VEA, FBND |
| Q3 2024 | 75 | $445.8M | VOO, VONG, VONV, VEA, FBND |
| Q2 2024 | 70 | $412.1M | VOO, VONG, VONV, VEA, FBND |
| Q1 2024 | 76 | $406.6M | VOO, VONG, VONV, VEA, FBND |