WestHill Financial Advisors, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 19, 2024), WestHill Financial Advisors, Inc. reported 70 stock positions worth $412.1 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 18.7% of the portfolio, followed by Vanguard Russell 1000 Growth (VONG, 15.1%) and Vanguard Russell 1000 Value (VONV, 12.9%). Compared with Q1 2024, it opened 2 new positions, sold out of 8, added to 20 and reduced 28. The biggest buy was Accenture Class A (ACN, shares +481%) and the biggest sale Vanguard Russell 1000 Value (VONV, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- San Rafael, CA
- CIK
- 0001759641
- Portfolio Value
- $412.1M (Q2 2024)
- SEC Filing
- 0001759641-24-000005 ↗ filed Jul 19, 2024
Holdings Value
Holdings 70 stocks · $412.1M
| VOO Vanguard S&P 500 ETF | 18.67% | 153,830 | $76.9M | Reduce -0.6% |
| VONG Vanguard Russell 1000 Growth | 15.14% | 665,205 | $62.4M | Reduce -1.9% |
| VONV Vanguard Russell 1000 Value | 12.90% | 694,503 | $53.2M | Reduce -0.2% |
| VEA Vanguard Ftse Developed ETF | 12.23% | 1,020,105 | $50.4M | Reduce -0.9% |
| FBND Fidelity Total Bond ETF | 6.84% | 627,321 | $28.2M | Add +1.2% |
| SCHR Schwab Intermediate-Term US | 5.62% | 474,493 | $23.1M | Add +1.7% |
| VWO Vanguard Ftse Emerging Marke | 2.81% | 264,189 | $11.6M | Add +0.1% |
| SCHI Schwab 5-10 Year Corporate B | 2.65% | 247,879 | $10.9M | Add +1.0% |
| IWP iShares Russell Mid-Cap Grow | 2.04% | 76,012 | $8.4M | Add +0.5% |
| AAPL Apple Inc. | 2.01% | 39,413 | $8.3M | Reduce -5.4% |
| IWS iShares Russell Mid-Cap Valu | 1.99% | 68,062 | $8.2M | Reduce -0.5% |
| VTWG Vanguard Russell 2000 Growth | 1.80% | 38,725 | $7.4M | Add +0.1% |
| VTWV Vanguard Russell 2000 Value | 1.74% | 53,417 | $7.2M | Add +0.3% |
| MINT PIMCO Enhanced Short Maturit | 1.50% | 61,565 | $6.2M | Add +1.5% |
| NRIX Nurix Therapeutics Inc. | 1.43% | 283,333 | $5.9M | No change |
| VNQ Vanguard Real Estate ETF | 1.37% | 67,615 | $5.7M | Add +0.1% |
| IVV iShares Core S&P 500 ETF | 0.89% | 6,696 | $3.7M | Add +2.3% |
| MSFT Microsoft Corp. | 0.74% | 6,782 | $3.0M | Reduce -4.8% |
| DFAC Dimensional US Core Equity 2 | 0.68% | 87,118 | $2.8M | Reduce -0.7% |
| IWD iShares Russell 1000 Value E | 0.47% | 11,165 | $1.9M | Add +2.0% |
| AMZN Amazon.com Inc. | 0.42% | 8,934 | $1.7M | Reduce -2.4% |
| AGG iShares Core U.S. Aggregate | 0.35% | 14,803 | $1.4M | Reduce -0.1% |
| ACN Accenture PLC Class A | 0.35% | 4,708 | $1.4M | Add +481.2% |
| IWF iShares Russell 1000 Growth | 0.34% | 3,818 | $1.4M | Reduce -1.3% |
| IWR iShares Russell Mid-Cap ETF | 0.31% | 15,642 | $1.3M | Reduce -2.0% |
| NVDA Nvidia Corp. | 0.30% | 10,011 | $1.2M | Reduce -4.8% |
| VTWO Vanguard Russell 2000 ETF | 0.27% | 13,755 | $1.1M | Reduce -1.1% |
| CVX Chevron Corp. | 0.22% | 5,864 | $917K | Reduce -0.5% |
| DFUS Dimensional US Eq MKT ETF | 0.21% | 14,887 | $876K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.18% | 1,863 | $758K | Reduce -0.8% |
| JPM JPMorgan Chase & Co. | 0.15% | 3,096 | $626K | Add +0.8% |
| DFUV Dimensional US Marketwide Va | 0.15% | 15,726 | $618K | No change |
| UPS United Parcel Service Class B | 0.15% | 4,451 | $609K | Add +0.0% |
| SCHX Schwab US Large-Cap ETF | 0.15% | 9,462 | $608K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.15% | 1,256 | $602K | Reduce -0.4% |
| PG The Procter & Gamble Co. | 0.13% | 3,195 | $527K | Add +0.2% |
| ABBV Abbvie Inc. | 0.12% | 2,767 | $475K | No change |
| DHR Danaher Corp. | 0.11% | 1,888 | $472K | No change |
| GOOG Alphabet Inc. Class C | 0.11% | 2,521 | $462K | No change |
| CAT Caterpillar Inc. | 0.11% | 1,386 | $462K | No change |
| WAL Western Alliance Bancorp | 0.11% | 7,289 | $458K | No change |
| EFA iShares MSCI Eafe ETF | 0.11% | 5,671 | $444K | Reduce -9.0% |
| MRSH Marsh & McLennan Cos | 0.11% | 2,098 | $442K | Reduce -33.7% |
| PCG P G & E Corp. | 0.11% | 25,258 | $441K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.11% | 805 | $438K | No change |
| AMD Advanced Micro Devices | 0.09% | 2,331 | $378K | Add +1.3% |
| TMO Thermo Fisher Scientific Inc. | 0.09% | 657 | $363K | Add +0.5% |
| V Visa Inc. Class A | 0.09% | 1,373 | $360K | Add +0.1% |
| LLY Eli Lilly & Co. | 0.09% | 389 | $352K | Reduce -1.8% |
| XOM Exxon Mobil Corp. | 0.08% | 3,034 | $349K | Reduce -25.8% |
| META Meta Platforms Inc. Class A | 0.08% | 679 | $342K | Reduce -2.9% |
| GOOGL Alphabet Inc. Class A | 0.08% | 1,856 | $338K | Reduce -1.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.08% | 1,253 | $335K | No change |
| JNJ Johnson & Johnson | 0.08% | 2,211 | $323K | Reduce -17.4% |
| IEI iShares 3-7 Year Treasury Bo | 0.08% | 2,703 | $312K | No change |
| PFE Pfizer Inc. | 0.07% | 10,711 | $300K | Reduce -7.5% |
| QCOM Qualcomm Inc. | 0.07% | 1,493 | $297K | No change |
| COST Costco Wholesale Corp. | 0.07% | 335 | $285K | No change |
| VZ Verizon Communications Inc. | 0.06% | 6,452 | $266K | Reduce -7.3% |
| MRK Merck & Co. Inc. | 0.06% | 2,084 | $258K | Reduce -10.0% |
| IJH iShares Core S&P Midcap ETF | 0.06% | 4,342 | $254K | Reduce -0.7% |
| STEW SRH Total Return Fund Inc. | 0.06% | 16,168 | $235K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.06% | 1,822 | $232K | No change |
| FICO Fair Isaac Corp. | 0.05% | 150 | $223K | New |
| UNH Unitedhealth Group Inc. | 0.05% | 434 | $221K | New |
| NEAR iShares SH Dba ETF Usd Inc. | 0.05% | 4,190 | $211K | No change |
| CSCO Cisco Systems Inc. | 0.05% | 4,363 | $207K | Add +7.6% |
| HD Home Depot Inc. | 0.05% | 596 | $205K | Add +0.2% |
| VCV Invesco Ca Val Muni Inc. TR | 0.03% | 11,925 | $124K | No change |
| CTMX Cytomx Therapeutics Inc. | 0.01% | 17,082 | $21K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| VONV Vanguard Russell 1000 Value | Reduce -0.2% | 12.90% | −0.56 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.9% | 12.23% | −0.46 |
| IWS iShares Russell Mid-Cap Valu | Reduce -0.5% | 1.99% | −0.11 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.10 |
| BNDX Vanguard Total Intl Bond ETF | Sold out | 0.00% | −0.08 |
| INTC Intel Corp. | Sold out | 0.00% | −0.07 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.07 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.06 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.05 |
| MRSH Marsh & McLennan Cos | Reduce -33.7% | 0.11% | −0.05 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.05 |
| T AT&T Inc. | Sold out | 0.00% | −0.05 |
| XOM Exxon Mobil Corp. | Reduce -25.8% | 0.08% | −0.03 |
| JNJ Johnson & Johnson | Reduce -17.4% | 0.08% | −0.03 |
| IWR iShares Russell Mid-Cap ETF | Reduce -2.0% | 0.31% | −0.02 |
| VTWO Vanguard Russell 2000 ETF | Reduce -1.1% | 0.27% | −0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -9.0% | 0.11% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -10.0% | 0.06% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.8% | 0.18% | −0.01 |
| AGG iShares Core U.S. Aggregate | Reduce -0.1% | 0.35% | −0.01 |
| DFAC Dimensional US Core Equity 2 | Reduce -0.7% | 0.68% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -7.3% | 0.06% | −0.01 |
| PFE Pfizer Inc. | Reduce -7.5% | 0.07% | −0.01 |
| CVX Chevron Corp. | Reduce -0.5% | 0.22% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.7% | 0.06% | −0.00 |
| MSFT Microsoft Corp. | Reduce -4.8% | 0.74% | −0.00 |
| META Meta Platforms Inc. Class A | Reduce -2.9% | 0.08% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.4% | 0.15% | +0.01 |
| LLY Eli Lilly & Co. | Reduce -1.8% | 0.09% | +0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -1.2% | 0.08% | +0.01 |
| AMZN Amazon.com Inc. | Reduce -2.4% | 0.42% | +0.01 |
| IWF iShares Russell 1000 Growth | Reduce -1.3% | 0.34% | +0.02 |
| NVDA Nvidia Corp. | Reduce -4.8% | 0.30% | +0.07 |
| AAPL Apple Inc. | Reduce -5.4% | 2.01% | +0.26 |
| VOO Vanguard S&P 500 ETF | Reduce -0.6% | 18.67% | +0.37 |
| VONG Vanguard Russell 1000 Growth | Reduce -1.9% | 15.14% | +0.68 |
Portfolio Buys Q1 2024 → Q2 2024
| ACN Accenture PLC Class A | Add +481.2% | 0.35% | +0.28 |
| VWO Vanguard Ftse Emerging Marke | Add +0.1% | 2.81% | +0.09 |
| FICO Fair Isaac Corp. | New | 0.05% | +0.05 |
| UNH Unitedhealth Group Inc. | New | 0.05% | +0.05 |
| IVV iShares Core S&P 500 ETF | Add +2.3% | 0.89% | +0.04 |
| MINT PIMCO Enhanced Short Maturit | Add +1.5% | 1.50% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +0.8% | 0.15% | +0.00 |
| PG The Procter & Gamble Co. | Add +0.2% | 0.13% | +0.00 |
| CSCO Cisco Systems Inc. | Add +7.6% | 0.05% | +0.00 |
| TMO Thermo Fisher Scientific Inc. | Add +0.5% | 0.09% | −0.01 |
| HD Home Depot Inc. | Add +0.2% | 0.05% | −0.01 |
| V Visa Inc. Class A | Add +0.1% | 0.09% | −0.01 |
| IWD iShares Russell 1000 Value E | Add +2.0% | 0.47% | −0.01 |
| AMD Advanced Micro Devices | Add +1.3% | 0.09% | −0.01 |
| SCHR Schwab Intermediate-Term US | Add +1.7% | 5.62% | −0.01 |
| UPS United Parcel Service Class B | Add +0.0% | 0.15% | −0.01 |
| SCHI Schwab 5-10 Year Corporate B | Add +1.0% | 2.65% | −0.03 |
| VNQ Vanguard Real Estate ETF | Add +0.1% | 1.37% | −0.06 |
| FBND Fidelity Total Bond ETF | Add +1.2% | 6.84% | −0.07 |
| VTWG Vanguard Russell 2000 Growth | Add +0.1% | 1.80% | −0.08 |
| IWP iShares Russell Mid-Cap Grow | Add +0.5% | 2.04% | −0.09 |
| VTWV Vanguard Russell 2000 Value | Add +0.3% | 1.74% | −0.09 |
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 |