WestHill Financial Advisors, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 9, 2026), WestHill Financial Advisors, Inc. reported 76 stock positions worth $523.0 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 17.7% of the portfolio, followed by Vanguard Russell 1000 Growth (VONG, 13.7%) and Vanguard Russell 1000 Value (VONV, 13.4%). Compared with Q4 2025, it opened 3 new positions, sold out of 8, added to 23 and reduced 38. The biggest buy was Fidelity Total Bond ETF (FBND, shares +7%) and the biggest sale Apple (AAPL, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- San Rafael, CA
- CIK
- 0001759641
- Portfolio Value
- $523.0M (Q1 2026)
- SEC Filing
- 0002085853-26-000325 ↗ filed Apr 9, 2026
Holdings Value
Holdings 76 stocks · $523.0M
| VOO Vanguard S&P 500 ETF | 17.66% | 154,531 | $92.3M | Add +1.6% |
| VONG Vanguard Russell 1000 Growth | 13.73% | 654,798 | $71.8M | Add +4.7% |
| VONV Vanguard Russell 1000 Value | 13.44% | 749,976 | $70.3M | Reduce -0.2% |
| VEA Vanguard Ftse Developed ETF | 13.41% | 1,094,065 | $70.1M | Reduce -1.5% |
| FBND Fidelity Total Bond ETF | 7.81% | 895,365 | $40.8M | Add +6.8% |
| SCHR Schwab Intermediate-Term US | 5.88% | 1,234,746 | $30.8M | Add +8.4% |
| VWO Vanguard Ftse Emerging Marke | 2.92% | 282,811 | $15.3M | Add +1.3% |
| SCHI Schwab 5-10 Year Corporate B | 2.74% | 632,171 | $14.3M | Add +6.0% |
| IWS iShares Russell Mid-Cap Valu | 2.10% | 75,215 | $11.0M | Add +0.6% |
| IWP iShares Russell Mid-Cap Grow | 2.04% | 83,417 | $10.7M | Add +9.2% |
| VTWV Vanguard Russell 2000 Value | 1.86% | 58,233 | $9.7M | Reduce -1.6% |
| VTWG Vanguard Russell 2000 Growth | 1.83% | 41,701 | $9.6M | Add +1.7% |
| AAPL Apple Inc. | 1.82% | 37,508 | $9.5M | Reduce -2.5% |
| MINT PIMCO Enhanced Short Maturit | 1.53% | 79,703 | $8.0M | Add +6.0% |
| VNQ Vanguard Real Estate ETF | 1.40% | 82,390 | $7.3M | Add +5.4% |
| IVV iShares Core S&P 500 ETF | 0.74% | 5,953 | $3.9M | Reduce -1.9% |
| NRIX Nurix Therapeutics Inc. | 0.68% | 228,333 | $3.5M | No change |
| DFAC Dimensional US Core Equity 2 | 0.64% | 86,551 | $3.4M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 0.52% | 12,971 | $2.7M | Add +45.2% |
| MSFT Microsoft Corp. | 0.45% | 6,376 | $2.4M | Reduce -2.4% |
| IWD iShares Russell 1000 Value E | 0.41% | 9,980 | $2.1M | Reduce -2.7% |
| AGG iShares Core U.S. Aggregate | 0.33% | 17,437 | $1.7M | Add +3.3% |
| IWR iShares Russell Mid-Cap ETF | 0.32% | 17,146 | $1.7M | Reduce -1.4% |
| NVDA Nvidia Corp. | 0.30% | 9,098 | $1.6M | Reduce -0.3% |
| VTWO Vanguard Russell 2000 ETF | 0.28% | 14,881 | $1.5M | Reduce -4.4% |
| IWF iShares Russell 1000 Growth | 0.23% | 2,830 | $1.2M | Reduce -4.8% |
| COST Costco Wholesale Corp. | 0.22% | 1,171 | $1.2M | Reduce -1.8% |
| TSLA Tesla Inc. | 0.22% | 3,137 | $1.2M | Reduce -7.7% |
| MRSH Marsh & McLennan Cos | 0.22% | 6,709 | $1.2M | Reduce -0.3% |
| PYLD PIMCO Multisector Bond Actv | 0.22% | 44,016 | $1.2M | Add +1.2% |
| CVX Chevron Corp. | 0.20% | 4,996 | $1.0M | Reduce -6.3% |
| DFUS Dimensional US Eq MKT ETF | 0.19% | 14,223 | $1.0M | Reduce -3.3% |
| CAT Caterpillar Inc. | 0.19% | 1,411 | $1000K | Reduce -1.7% |
| JPM JPMorgan Chase & Co. | 0.18% | 3,204 | $942K | Reduce -0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.17% | 1,897 | $909K | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 0.16% | 2,853 | $818K | Reduce -2.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.15% | 2,480 | $796K | Reduce -6.1% |
| ACN Accenture PLC Class A | 0.15% | 3,995 | $792K | Reduce -0.8% |
| DFUV Dimensional US Marketwide Va | 0.14% | 15,411 | $747K | Reduce -2.0% |
| SCHX Schwab US Large-Cap ETF | 0.14% | 27,900 | $715K | Reduce -2.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.11% | 1,025 | $592K | Add +0.2% |
| WAL Western Alliance Bancorp | 0.10% | 7,647 | $542K | Add +8.6% |
| EFA iShares MSCI Eafe ETF | 0.10% | 5,544 | $538K | Reduce -1.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.10% | 774 | $504K | No change |
| XOM Exxon Mobil Corp. | 0.10% | 2,927 | $497K | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 0.09% | 1,722 | $495K | Reduce -0.9% |
| ABBV Abbvie Inc. | 0.09% | 2,157 | $469K | Add +1.6% |
| V Visa Inc. Class A | 0.09% | 1,540 | $465K | Add +0.1% |
| UPS United Parcel Service Class B | 0.08% | 4,468 | $440K | Add +0.0% |
| META Meta Platforms Inc. Class A | 0.08% | 761 | $435K | Reduce -0.4% |
| PCG P G & E Corp. | 0.08% | 24,536 | $431K | Reduce -0.6% |
| PH Parker Hannifin Corp. | 0.08% | 475 | $425K | No change |
| PG The Procter & Gamble Co. | 0.08% | 2,834 | $409K | Reduce -0.8% |
| CSCO Cisco Systems Inc. | 0.07% | 4,909 | $381K | Reduce -1.7% |
| IEI iShares 3-7 Year Treasury Bo | 0.07% | 3,094 | $367K | Reduce -0.2% |
| GLD SPDR Gold Shares | 0.07% | 848 | $365K | Reduce -0.9% |
| AVGO Broadcom Inc. | 0.07% | 1,129 | $349K | Add +0.1% |
| DHR Danaher Corp. | 0.06% | 1,736 | $329K | No change |
| GEV GE Vernova Inc. | 0.06% | 357 | $312K | Add +0.8% |
| JNJ Johnson & Johnson | 0.06% | 1,218 | $298K | Reduce -6.5% |
| VST Vistra Corp. | 0.06% | 1,931 | $290K | Reduce -0.3% |
| IJH iShares Core S&P Midcap ETF | 0.05% | 4,212 | $284K | Reduce -4.2% |
| VYM Vanguard High DVD Yield ETF | 0.05% | 1,914 | $283K | No change |
| STEW SRH Total Return Fund Inc. | 0.05% | 16,168 | $276K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.05% | 545 | $268K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.05% | 1,822 | $266K | No change |
| SCHW Schwab (charles) Corp. | 0.05% | 2,686 | $252K | Reduce -12.5% |
| AMD Advanced Micro Devices | 0.05% | 1,232 | $251K | No change |
| NEAR iShares SH Dba ETF Usd Inc. | 0.04% | 4,461 | $227K | Reduce -0.4% |
| SLV iShares Silver Trust | 0.04% | 3,302 | $225K | No change |
| GE General Electric filed as GE AEROSPACE | 0.04% | 728 | $207K | Add +1.7% |
| PDP Invesco Dorsey Wright Moment | 0.04% | 1,690 | $204K | New |
| DFAT Dimensional US Target Value | 0.04% | 3,261 | $204K | New |
| VZ Verizon Communications Inc. | 0.04% | 4,048 | $203K | New |
| VCV Invesco Ca Val Muni Inc. TR | 0.02% | 11,925 | $124K | No change |
| CTMX Cytomx Therapeutics Inc. | 0.02% | 17,082 | $80K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| AAPL Apple Inc. | Reduce -2.5% | 1.82% | −0.17 |
| MSFT Microsoft Corp. | Reduce -2.4% | 0.45% | −0.15 |
| TSLA Tesla Inc. | Reduce -7.7% | 0.22% | −0.07 |
| ACN Accenture PLC Class A | Reduce -0.8% | 0.15% | −0.05 |
| FICO Fair Isaac Corp. | Sold out | 0.00% | −0.05 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.05 |
| IAU iShares Gold Trust | Sold out | 0.00% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -1.9% | 0.74% | −0.05 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.04 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.04 |
| MAZE Maze Therapeutics Inc. | Sold out | 0.00% | −0.04 |
| AXP American Express Co. | Sold out | 0.00% | −0.04 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.04 |
| IWF iShares Russell 1000 Growth | Reduce -4.8% | 0.23% | −0.04 |
| NVDA Nvidia Corp. | Reduce -0.3% | 0.30% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -2.7% | 0.16% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -0.2% | 0.18% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -6.1% | 0.15% | −0.02 |
| MRSH Marsh & McLennan Cos | Reduce -0.3% | 0.22% | −0.01 |
| DFUS Dimensional US Eq MKT ETF | Reduce -3.3% | 0.19% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -0.4% | 0.08% | −0.01 |
| SCHW Schwab (charles) Corp. | Reduce -12.5% | 0.05% | −0.01 |
| DFAC Dimensional US Core Equity 2 | Reduce -0.3% | 0.64% | −0.01 |
| VTWO Vanguard Russell 2000 ETF | Reduce -4.4% | 0.28% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -2.1% | 0.14% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -0.9% | 0.09% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 0.17% | −0.01 |
| VST Vistra Corp. | Reduce -0.3% | 0.06% | −0.00 |
| IWD iShares Russell 1000 Value E | Reduce -2.7% | 0.41% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -4.2% | 0.05% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -1.7% | 0.07% | −0.00 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -0.2% | 0.07% | −0.00 |
| NEAR iShares SH Dba ETF Usd Inc. | Reduce -0.4% | 0.04% | −0.00 |
| EFA iShares MSCI Eafe ETF | Reduce -1.4% | 0.10% | +0.00 |
| PG The Procter & Gamble Co. | Reduce -0.8% | 0.08% | +0.00 |
| IWR iShares Russell Mid-Cap ETF | Reduce -1.4% | 0.32% | +0.00 |
| DFUV Dimensional US Marketwide Va | Reduce -2.0% | 0.14% | +0.00 |
| GLD SPDR Gold Shares | Reduce -0.9% | 0.07% | +0.01 |
| JNJ Johnson & Johnson | Reduce -6.5% | 0.06% | +0.01 |
| PCG P G & E Corp. | Reduce -0.6% | 0.08% | +0.01 |
| COST Costco Wholesale Corp. | Reduce -1.8% | 0.22% | +0.03 |
| CAT Caterpillar Inc. | Reduce -1.7% | 0.19% | +0.03 |
| CVX Chevron Corp. | Reduce -6.3% | 0.20% | +0.04 |
| VTWV Vanguard Russell 2000 Value | Reduce -1.6% | 1.86% | +0.06 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.5% | 13.41% | +0.23 |
| VONV Vanguard Russell 1000 Value | Reduce -0.2% | 13.44% | +0.26 |
Portfolio Buys Q4 2025 → Q1 2026
| FBND Fidelity Total Bond ETF | Add +6.8% | 7.81% | +0.48 |
| SCHR Schwab Intermediate-Term US | Add +8.4% | 5.88% | +0.46 |
| SCHI Schwab 5-10 Year Corporate B | Add +6.0% | 2.74% | +0.14 |
| AMZN Amazon.com Inc. | Add +45.2% | 0.52% | +0.12 |
| MINT PIMCO Enhanced Short Maturit | Add +6.0% | 1.53% | +0.10 |
| IWS iShares Russell Mid-Cap Valu | Add +0.6% | 2.10% | +0.09 |
| VNQ Vanguard Real Estate ETF | Add +5.4% | 1.40% | +0.08 |
| VWO Vanguard Ftse Emerging Marke | Add +1.3% | 2.92% | +0.07 |
| IWP iShares Russell Mid-Cap Grow | Add +9.2% | 2.04% | +0.06 |
| PDP Invesco Dorsey Wright Moment | New | 0.04% | +0.04 |
| DFAT Dimensional US Target Value | New | 0.04% | +0.04 |
| VZ Verizon Communications Inc. | New | 0.04% | +0.04 |
| XOM Exxon Mobil Corp. | Add +0.4% | 0.10% | +0.03 |
| GEV GE Vernova Inc. | Add +0.8% | 0.06% | +0.02 |
| AGG iShares Core U.S. Aggregate | Add +3.3% | 0.33% | +0.01 |
| PYLD PIMCO Multisector Bond Actv | Add +1.2% | 0.22% | +0.00 |
| UPS United Parcel Service Class B | Add +0.0% | 0.08% | −0.00 |
| ABBV Abbvie Inc. | Add +1.6% | 0.09% | −0.00 |
| GE General Electric | Add +1.7% | 0.04% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.2% | 0.11% | −0.01 |
| AVGO Broadcom Inc. | Add +0.1% | 0.07% | −0.01 |
| WAL Western Alliance Bancorp | Add +8.6% | 0.10% | −0.01 |
| VTWG Vanguard Russell 2000 Growth | Add +1.7% | 1.83% | −0.01 |
| V Visa Inc. Class A | Add +0.1% | 0.09% | −0.01 |
| VOO Vanguard S&P 500 ETF | Add +1.6% | 17.66% | −0.46 |
| VONG Vanguard Russell 1000 Growth | Add +4.7% | 13.73% | −0.74 |
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 |