WestHill Financial Advisors, Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 18, 2024), WestHill Financial Advisors, Inc. reported 75 stock positions worth $445.8 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 18.2% of the portfolio, followed by Vanguard Russell 1000 Growth (VONG, 14.5%) and Vanguard Russell 1000 Value (VONV, 13.1%). Compared with Q2 2024, it opened 6 new positions, sold out of 1, added to 38 and reduced 17. The biggest buy was Apple (AAPL, shares +20%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- San Rafael, CA
- CIK
- 0001759641
- Portfolio Value
- $445.8M (Q3 2024)
- SEC Filing
- 0001759641-24-000006 ↗ filed Oct 18, 2024
Holdings Value
Holdings 75 stocks · $445.8M
| VOO Vanguard S&P 500 ETF | 18.16% | 153,450 | $81.0M | Reduce -0.3% |
| VONG Vanguard Russell 1000 Growth | 14.54% | 671,479 | $64.8M | Add +0.9% |
| VONV Vanguard Russell 1000 Value | 13.05% | 698,477 | $58.2M | Add +0.6% |
| VEA Vanguard Ftse Developed ETF | 12.33% | 1,041,277 | $55.0M | Add +2.1% |
| FBND Fidelity Total Bond ETF | 6.95% | 662,515 | $31.0M | Add +5.6% |
| SCHR Schwab Intermediate-Term US | 5.61% | 494,411 | $25.0M | Add +4.2% |
| VWO Vanguard Ftse Emerging Marke | 2.86% | 266,095 | $12.7M | Add +0.7% |
| SCHI Schwab 5-10 Year Corporate B | 2.65% | 255,568 | $11.8M | Add +3.1% |
| AAPL Apple Inc. | 2.46% | 47,164 | $11.0M | Add +19.7% |
| IWP iShares Russell Mid-Cap Grow | 2.08% | 78,988 | $9.3M | Add +3.9% |
| IWS iShares Russell Mid-Cap Valu | 2.02% | 68,198 | $9.0M | Add +0.2% |
| VTWG Vanguard Russell 2000 Growth | 1.84% | 39,482 | $8.2M | Add +1.9% |
| VTWV Vanguard Russell 2000 Value | 1.79% | 54,106 | $8.0M | Add +1.3% |
| MINT PIMCO Enhanced Short Maturit | 1.46% | 64,675 | $6.5M | Add +5.0% |
| VNQ Vanguard Real Estate ETF | 1.43% | 65,402 | $6.4M | Reduce -3.3% |
| NRIX Nurix Therapeutics Inc. | 1.20% | 238,333 | $5.4M | Reduce -15.9% |
| IVV iShares Core S&P 500 ETF | 0.86% | 6,652 | $3.8M | Reduce -0.7% |
| DFAC Dimensional US Core Equity 2 | 0.67% | 87,118 | $3.0M | No change |
| MSFT Microsoft Corp. | 0.67% | 6,896 | $3.0M | Add +1.7% |
| IWD iShares Russell 1000 Value E | 0.46% | 10,919 | $2.1M | Reduce -2.2% |
| ACN Accenture PLC Class A | 0.37% | 4,715 | $1.7M | Add +0.1% |
| AMZN Amazon.com Inc. | 0.37% | 8,944 | $1.7M | Add +0.1% |
| AGG iShares Core U.S. Aggregate | 0.35% | 15,478 | $1.6M | Add +4.6% |
| IWR iShares Russell Mid-Cap ETF | 0.31% | 15,619 | $1.4M | Reduce -0.1% |
| IWF iShares Russell 1000 Growth | 0.30% | 3,612 | $1.4M | Reduce -5.4% |
| COST Costco Wholesale Corp. | 0.29% | 1,435 | $1.3M | Add +328.4% |
| VTWO Vanguard Russell 2000 ETF | 0.28% | 13,931 | $1.2M | Add +1.3% |
| NVDA Nvidia Corp. | 0.26% | 9,488 | $1.2M | Reduce -5.2% |
| PYLD PIMCO Multisector Bond Actv | 0.23% | 38,506 | $1.0M | New |
| DFUS Dimensional US Eq MKT ETF | 0.21% | 14,870 | $925K | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 1,894 | $872K | Add +1.7% |
| CVX Chevron Corp. | 0.19% | 5,821 | $857K | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 0.15% | 3,182 | $671K | Add +2.8% |
| DFUV Dimensional US Marketwide Va | 0.15% | 15,726 | $656K | No change |
| SCHX Schwab US Large-Cap ETF | 0.14% | 9,462 | $642K | No change |
| WAL Western Alliance Bancorp | 0.14% | 7,289 | $630K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 1,256 | $613K | No change |
| UPS United Parcel Service Class B | 0.14% | 4,453 | $607K | Add +0.0% |
| PG The Procter & Gamble Co. | 0.12% | 3,169 | $549K | Reduce -0.8% |
| ABBV Abbvie Inc. | 0.12% | 2,766 | $546K | Reduce -0.0% |
| CAT Caterpillar Inc. | 0.12% | 1,386 | $542K | No change |
| PCG P G & E Corp. | 0.11% | 25,362 | $501K | Add +0.4% |
| DHR Danaher Corp. | 0.11% | 1,753 | $487K | Reduce -7.2% |
| MRSH Marsh & McLennan Cos | 0.11% | 2,142 | $478K | Add +2.1% |
| EFA iShares MSCI Eafe ETF | 0.11% | 5,671 | $474K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.10% | 805 | $462K | No change |
| GOOG Alphabet Inc. Class C | 0.10% | 2,561 | $428K | Add +1.6% |
| TMO Thermo Fisher Scientific Inc. | 0.09% | 667 | $413K | Add +1.5% |
| META Meta Platforms Inc. Class A | 0.09% | 704 | $403K | Add +3.7% |
| V Visa Inc. Class A | 0.09% | 1,451 | $399K | Add +5.7% |
| AMD Advanced Micro Devices | 0.09% | 2,331 | $382K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.08% | 1,299 | $368K | Add +3.7% |
| JNJ Johnson & Johnson | 0.08% | 2,242 | $363K | Add +1.4% |
| XOM Exxon Mobil Corp. | 0.08% | 3,045 | $357K | Add +0.4% |
| IEI iShares 3-7 Year Treasury Bo | 0.07% | 2,735 | $327K | Add +1.2% |
| LLY Eli Lilly & Co. | 0.07% | 369 | $327K | Reduce -5.1% |
| FICO Fair Isaac Corp. | 0.07% | 166 | $323K | Add +10.7% |
| GOOGL Alphabet Inc. Class A | 0.07% | 1,899 | $315K | Add +2.3% |
| UNH Unitedhealth Group Inc. | 0.06% | 485 | $284K | Add +11.8% |
| PH Parker Hannifin Corp. | 0.06% | 433 | $274K | New |
| IJH iShares Core S&P Midcap ETF | 0.06% | 4,192 | $261K | Reduce -3.5% |
| SDY SS SPDR S&P Dividend ETF | 0.06% | 1,822 | $259K | No change |
| STEW SRH Total Return Fund Inc. | 0.06% | 16,168 | $255K | No change |
| QCOM Qualcomm Inc. | 0.06% | 1,493 | $254K | No change |
| MRK Merck & Co. Inc. | 0.06% | 2,160 | $245K | Add +3.6% |
| HD Home Depot Inc. | 0.05% | 597 | $242K | Add +0.2% |
| VZ Verizon Communications Inc. | 0.05% | 5,148 | $231K | Reduce -20.2% |
| VST Vistra Corp. | 0.05% | 1,925 | $228K | New |
| CSCO Cisco Systems Inc. | 0.05% | 4,178 | $222K | Reduce -4.2% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.05% | 4,279 | $219K | Add +2.1% |
| ORCL Oracle Corp. | 0.05% | 1,239 | $211K | New |
| NKE Nike Inc. Class B | 0.04% | 2,272 | $201K | New |
| VCV Invesco Ca Val Muni Inc. TR | 0.03% | 11,925 | $130K | No change |
| GGN Gamco GLBL Gold NTRL Res Inc. | 0.01% | 12,100 | $52K | New |
| CTMX Cytomx Therapeutics Inc. | 0.00% | 17,082 | $20K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| VOO Vanguard S&P 500 ETF | Reduce -0.3% | 18.16% | −0.51 |
| NRIX Nurix Therapeutics Inc. | Reduce -15.9% | 1.20% | −0.23 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.07 |
| NVDA Nvidia Corp. | Reduce -5.2% | 0.26% | −0.04 |
| IWF iShares Russell 1000 Growth | Reduce -5.4% | 0.30% | −0.03 |
| CVX Chevron Corp. | Reduce -0.7% | 0.19% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -0.7% | 0.86% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -20.2% | 0.05% | −0.01 |
| LLY Eli Lilly & Co. | Reduce -5.1% | 0.07% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -2.2% | 0.46% | −0.01 |
| DHR Danaher Corp. | Reduce -7.2% | 0.11% | −0.01 |
| DFUS Dimensional US Eq MKT ETF | Reduce -0.1% | 0.21% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -0.8% | 0.12% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -3.5% | 0.06% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -4.2% | 0.05% | −0.00 |
| IWR iShares Russell Mid-Cap ETF | Reduce -0.1% | 0.31% | +0.00 |
| ABBV Abbvie Inc. | Reduce -0.0% | 0.12% | +0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -3.3% | 1.43% | +0.05 |
Portfolio Buys Q2 2024 → Q3 2024
| AAPL Apple Inc. | Add +19.7% | 2.46% | +0.45 |
| PYLD PIMCO Multisector Bond Actv | New | 0.23% | +0.23 |
| COST Costco Wholesale Corp. | Add +328.4% | 0.29% | +0.22 |
| VONV Vanguard Russell 1000 Value | Add +0.6% | 13.05% | +0.15 |
| FBND Fidelity Total Bond ETF | Add +5.6% | 6.95% | +0.11 |
| VEA Vanguard Ftse Developed ETF | Add +2.1% | 12.33% | +0.10 |
| PH Parker Hannifin Corp. | New | 0.06% | +0.06 |
| VST Vistra Corp. | New | 0.05% | +0.05 |
| VWO Vanguard Ftse Emerging Marke | Add +0.7% | 2.86% | +0.05 |
| VTWV Vanguard Russell 2000 Value | Add +1.3% | 1.79% | +0.05 |
| ORCL Oracle Corp. | New | 0.05% | +0.05 |
| NKE Nike Inc. Class B | New | 0.04% | +0.04 |
| IWP iShares Russell Mid-Cap Grow | Add +3.9% | 2.08% | +0.04 |
| VTWG Vanguard Russell 2000 Growth | Add +1.9% | 1.84% | +0.04 |
| IWS iShares Russell Mid-Cap Valu | Add +0.2% | 2.02% | +0.03 |
| ACN Accenture PLC Class A | Add +0.1% | 0.37% | +0.03 |
| FICO Fair Isaac Corp. | Add +10.7% | 0.07% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.7% | 0.20% | +0.01 |
| GGN Gamco GLBL Gold NTRL Res Inc. | New | 0.01% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +11.8% | 0.06% | +0.01 |
| META Meta Platforms Inc. Class A | Add +3.7% | 0.09% | +0.01 |
| VTWO Vanguard Russell 2000 ETF | Add +1.3% | 0.28% | +0.01 |
| PCG P G & E Corp. | Add +0.4% | 0.11% | +0.01 |
| HD Home Depot Inc. | Add +0.2% | 0.05% | +0.00 |
| TMO Thermo Fisher Scientific Inc. | Add +1.5% | 0.09% | +0.00 |
| JNJ Johnson & Johnson | Add +1.4% | 0.08% | +0.00 |
| AGG iShares Core U.S. Aggregate | Add +4.6% | 0.35% | +0.00 |
| V Visa Inc. Class A | Add +5.7% | 0.09% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.7% | 0.08% | +0.00 |
| MRSH Marsh & McLennan Cos | Add +2.1% | 0.11% | −0.00 |
| JPM JPMorgan Chase & Co. | Add +2.8% | 0.15% | −0.00 |
| NEAR iShares SH Dba ETF Usd Inc. | Add +2.1% | 0.05% | −0.00 |
| IEI iShares 3-7 Year Treasury Bo | Add +1.2% | 0.07% | −0.00 |
| SCHR Schwab Intermediate-Term US | Add +4.2% | 5.61% | −0.00 |
| XOM Exxon Mobil Corp. | Add +0.4% | 0.08% | −0.00 |
| SCHI Schwab 5-10 Year Corporate B | Add +3.1% | 2.65% | −0.01 |
| MRK Merck & Co. Inc. | Add +3.6% | 0.06% | −0.01 |
| GOOGL Alphabet Inc. Class A | Add +2.3% | 0.07% | −0.01 |
| UPS United Parcel Service Class B | Add +0.0% | 0.14% | −0.01 |
| GOOG Alphabet Inc. Class C | Add +1.6% | 0.10% | −0.02 |
| MINT PIMCO Enhanced Short Maturit | Add +5.0% | 1.46% | −0.04 |
| AMZN Amazon.com Inc. | Add +0.1% | 0.37% | −0.05 |
| MSFT Microsoft Corp. | Add +1.7% | 0.67% | −0.07 |
| VONG Vanguard Russell 1000 Growth | Add +0.9% | 14.54% | −0.61 |
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 |