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WestHill Financial Advisors, Inc. Portfolio
$596.6M across 92 positions as of 2026-09-30, with 80% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+10.0%
-4.4% a year vs the S&P 500
3 years
+15.4%
-5.8% a year vs the S&P 500
5 years
+7.4%
-4.8% a year vs the S&P 500
Quarters ahead
4 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.1% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +10.9% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -2.6% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.8% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +6.2% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +8.1% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -2.1% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -0.8% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VOOVanguard S&P 500 ETF | $106.1M | 17.8% | 151,386 |
| VONGVanguard Russell 1000 Growth ETF | $84.1M | 14.1% | 652,537 |
| VONVVanguard Russell 1000 Value ETF | $78.2M | 13.1% | 719,036 |
| VEAVanguard FTSE Developed Markets ETF | $77M | 12.9% | 1,091,071 |
| FBNDFidelity Total Bond ETF | $44M | 7.4% | 1,015,500 |
| SCHRSchwab Intermediate-Term U.S. Treasury ETF | $32.9M | 5.5% | 1,388,580 |
| VWOVanguard FTSE Emerging Markets ETF | $17.1M | 2.9% | 287,900 |
| SCHISchwab 5-10 Year Corporate Bond ETF | $16.2M | 2.7% | 754,694 |
| IWPiShares Russell Midcap Growth ETF | $11.9M | 2.0% | 86,454 |
| AAPLApple Inc | $11.8M | 2.0% | 35,540 |
| IWSiShares Russell Mid-cap Value ETF | $11.8M | 2.0% | 73,378 |
| VANGUARD SCOTTSDALE FDS | $10.7M | 1.8% | 40,898 |
| VANGUARD SCOTTSDALE FDS | $10.4M | 1.7% | 56,502 |
| MINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $8.9M | 1.5% | 88,524 |
| VNQVanguard Real Estate ETF | $7.7M | 1.3% | 85,758 |
| MSFTMicrosoft Corp | $5.4M | 0.9% | 10,602 |
| NURIX THERAPEUTICS INC | $4.9M | 0.8% | 208,333 |
| IVViShares Core S&P 500 ETF | $4.3M | 0.7% | 5,583 |
| AMZNAmazon.com Inc | $3.1M | 0.5% | 12,467 |
| IWDiShares Russell 1000 Value ETF | $2.5M | 0.4% | 9,918 |
| NVDANVIDIA Corp | $2M | 0.3% | 8,964 |
| AGGiShares Core U.S. Aggregate Bond ETF | $1.9M | 0.3% | 19,831 |
| TRICO BANCSHARES | $1.8M | 0.3% | 35,950 |
| IWRiShares Russell Mid-Cap ETF | $1.8M | 0.3% | 16,953 |
| VTWOVanguard Russell 2000 ETF | $1.6M | 0.3% | 14,442 |
| ISHARES TR | $1.6M | 0.3% | 27,623 |
| ISHARES TR | $1.4M | 0.2% | 24,457 |
| IWFiShares Russell 1000 Growth ETF | $1.4M | 0.2% | 11,321 |
| EVUSiShares ESG Aware MSCI USA Value ETF | $1.4M | 0.2% | 37,996 |
| PYLDPIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund | $1.2M | 0.2% | 49,117 |
| ESGDiShares ESG Aware MSCI EAFE ETF | $1.2M | 0.2% | 11,822 |
| DIMENSIONAL ETF TRUST | $1.2M | 0.2% | 14,223 |
| MRSHMarsh & McLennan Companies Inc | $1.1M | 0.2% | 6,709 |
| EAGGiShares ESG Aware U.S. Aggregate Bond ETF | $1.1M | 0.2% | 24,433 |
| COSTCostco Wholesale Corp | $1.1M | 0.2% | 1,156 |
| JPMJPMorgan Chase & Co | $1M | 0.2% | 3,149 |
| TSLATesla Inc | $996.3K | 0.2% | 2,808 |
| CVXChevron Corp | $987K | 0.2% | 4,833 |
| GOOGAlphabet Inc | $965.3K | 0.2% | 2,833 |
| BRK.BBerkshire Hathaway Inc | $944.6K | 0.2% | 1,897 |
| DIMENSIONAL ETF TRUST | $847.6K | 0.1% | 15,411 |
| VTIVanguard Total Stock Market ETF | $841.5K | 0.1% | 2,248 |
| SCHXSchwab U.S. Large-Cap ETF | $837K | 0.1% | 27,900 |
| ACCENTURE PLC IRELAND | $712.4K | 0.1% | 3,885 |
| SPYState Street SPDR S&P 500 ETF Trust | $688.1K | 0.1% | 902 |
| QQQInvesco QQQ Trust, Series 1 | $677.2K | 0.1% | 915 |
| METAMeta Platforms Inc | $630.2K | 0.1% | 869 |
| GOOGLAlphabet Inc | $597.6K | 0.1% | 1,737 |
| VVisa Inc | $572.7K | 0.1% | 1,594 |
| AMDAdvanced Micro Devices Inc | $518.8K | 0.1% | 848 |
| EFAiShares MSCI EAFE ETF | $516.2K | 0.1% | 4,968 |
| BANNER CORP | $512.7K | 0.1% | 7,652 |
| CSCOCisco Systems Inc | $508.1K | 0.1% | 4,721 |
| ABBVAbbVie Inc | $506.7K | 0.1% | 1,937 |
| LLYEli Lilly and Co | $484.8K | 0.1% | 419 |
| SUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF | $463K | 0.1% | 18,954 |
| XOMExxonmobil Holdings Corp | $459.1K | 0.1% | 2,821 |
| PHParker-Hannifin Corp | $457.6K | 0.1% | 479 |
| XJHiShares ESG Screened S&P Mid-Cap ETF | $431.4K | 0.1% | 8,844 |
| UPSUnited Parcel Service Inc | $422.3K | 0.1% | 4,520 |
| PGProcter & Gamble Co | $397.5K | 0.1% | 2,736 |
| ISHARES TR | $394K | 0.1% | 8,734 |
| AVGOBroadcom Inc | $393K | 0.1% | 1,119 |
| DHRDanaher Corp | $384.6K | 0.1% | 1,736 |
| ISHARES TR | $374.1K | 0.1% | 7,750 |
| TMOThermo Fisher Scientific Inc | $368.6K | 0.1% | 546 |
| MCDMcDonald's Corp | $366.5K | 0.1% | 1,587 |
| ESGEiShares ESG Aware MSCI EM ETF | $355.2K | 0.1% | 6,559 |
| INTCIntel Corp | $324.3K | 0.1% | 2,697 |
| GLDSPDR Gold Shares | $315K | 0.1% | 827 |
| JNJJohnson & Johnson | $308.7K | 0.1% | 1,166 |
| PCGPG&E Corp | $306.7K | 0.1% | 25,041 |
| IJHiShares Core S&P Mid-Cap ETF | $297.5K | 0.0% | 4,134 |
| VYMVanguard High Dividend Yield ETF | $297.1K | 0.0% | 1,914 |
| CATCaterpillar Inc | $293.5K | 0.0% | 362 |
| WALWestern Alliance Bancorp | $287.1K | 0.0% | 3,823 |
| MPCMarathon Petroleum Corp | $283.9K | 0.0% | 718 |
| SRH TOTAL RETURN FUND INC | $280.8K | 0.0% | 16,168 |
| SDYState Street SPDR S&P Dividend ETF | $266.9K | 0.0% | 1,822 |
| VSTVistra Corp | $266.3K | 0.0% | 1,925 |
| QCOMQualcomm Inc | $249.2K | 0.0% | 1,354 |
| GEVGE Vernova Inc | $239.5K | 0.0% | 252 |
| DISWalt Disney Co | $232.3K | 0.0% | 2,215 |
| GEGeneral Electric Co | $232.3K | 0.0% | 744 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $224.9K | 0.0% | 493 |
| PDPInvesco Dorsey Wright Momentum ETF | $224.6K | 0.0% | 1,630 |
| MRKMerck & Co Inc | $209.7K | 0.0% | 1,443 |
| VTVVanguard Value ETF | $203.5K | 0.0% | 942 |
| PLTRPalantir Technologies Inc | $201.6K | 0.0% | 1,078 |
| SCHWCharles Schwab Corp | $201.3K | 0.0% | 2,060 |
| INVESCO CALIF VALUE MUN INCO | $107.1K | 0.0% | 11,925 |
| CYTOMX THERAPEUTICS INC. | $46.5K | 0.0% | 17,082 |
Quarter ending 2026-09-30.
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