# WestHill Financial Advisors, Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1759641. Source: https://holderbook.com/funds/1759641-westhill-financial-advisors-inc/

- Reported value: $587.3M
- Positions: 82
- Weight of the ten largest: 81.2%
- Filed: 2026-07-21

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $105.9M | 154,260 | 18.0% | 22 |
| VANGUARD SCOTTSDALE FDS | [VONG](https://holderbook.com/stocks/VONG/) | $83.7M | 655,188 | 14.3% | 22 |
| VANGUARD SCOTTSDALE FDS | [VONV](https://holderbook.com/stocks/VONV/) | $79.7M | 749,559 | 13.6% | 22 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $78.0M | 1,094,124 | 13.3% | 22 |
| FIDELITY MERRIMACK STR TR | [FBND](https://holderbook.com/stocks/FBND/) | $41.6M | 914,982 | 7.1% | 21 |
| SCHWAB STRATEGIC TR | [SCHR](https://holderbook.com/stocks/SCHR/) | $31.8M | 1,290,103 | 5.4% | 18 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $16.9M | 283,550 | 2.9% | 22 |
| SCHWAB STRATEGIC TR | [SCHI](https://holderbook.com/stocks/SCHI/) | $14.8M | 652,028 | 2.5% | 20 |
| ISHARES TR | [IWS](https://holderbook.com/stocks/IWS/) | $12.3M | 74,979 | 2.1% | 22 |
| ISHARES TR | [IWP](https://holderbook.com/stocks/IWP/) | $12.3M | 83,725 | 2.1% | 22 |
| VANGUARD SCOTTSDALE FDS | [VTWG](https://holderbook.com/stocks/VTWG/) | $11.9M | 41,503 | 2.0% | 22 |
| VANGUARD SCOTTSDALE FDS | [VTWV](https://holderbook.com/stocks/VTWV/) | $11.3M | 57,957 | 1.9% | 22 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $10.5M | 36,276 | 1.8% | 22 |
| PIMCO ETF TR | [MINT](https://holderbook.com/stocks/MINT/) | $8.3M | 81,971 | 1.4% | 22 |
| VANGUARD INDEX FDS | [VNQ](https://holderbook.com/stocks/VNQ/) | $7.9M | 82,017 | 1.3% | 22 |
| NURIX THERAPEUTICS INC | [NRIX](https://holderbook.com/stocks/NRIX/) | $5.3M | 218,333 | 0.9% | 21 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $4.2M | 5,605 | 0.7% | 22 |
| DIMENSIONAL ETF TRUST | [DFAC](https://holderbook.com/stocks/DFAC/) | $3.8M | 86,551 | 0.7% | 20 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $3.0M | 12,664 | 0.5% | 22 |
| ISHARES TR | [IWD](https://holderbook.com/stocks/IWD/) | $2.4M | 9,980 | 0.4% | 22 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $2.3M | 6,267 | 0.4% | 22 |
| TRICO BANCSHARES | [TCBK](https://holderbook.com/stocks/TCBK/) | $1.9M | 35,950 | 0.3% | 1 |
| ISHARES TR | [IWR](https://holderbook.com/stocks/IWR/) | $1.9M | 17,047 | 0.3% | 22 |
| VANGUARD SCOTTSDALE FDS | [VTWO](https://holderbook.com/stocks/VTWO/) | $1.8M | 14,768 | 0.3% | 22 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $1.8M | 8,753 | 0.3% | 12 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $1.7M | 17,524 | 0.3% | 22 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $1.4M | 11,321 | 0.2% | 22 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $1.3M | 2,987 | 0.2% | 4 |
| PIMCO ETF TR | [PYLD](https://holderbook.com/stocks/PYLD/) | $1.2M | 44,051 | 0.2% | 8 |
| DIMENSIONAL ETF TRUST | [DFUS](https://holderbook.com/stocks/DFUS/) | $1.2M | 14,223 | 0.2% | 20 |
| MARSH & MCLENNAN COS INC | [MRSH](https://holderbook.com/stocks/MRSH/) | $1.1M | 6,709 | 0.2% | 15 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $1.1M | 1,151 | 0.2% | 10 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $1.0M | 3,205 | 0.2% | 12 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.0M | 2,853 | 0.2% | 22 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $949.2K | 1,897 | 0.2% | 22 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $908.1K | 2,454 | 0.2% | 22 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $895.6K | 841 | 0.2% | 20 |
| DIMENSIONAL ETF TRUST | [DFUV](https://holderbook.com/stocks/DFUV/) | $847.8K | 15,411 | 0.1% | 17 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $827.9K | 4,995 | 0.1% | 22 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $821.1K | 27,900 | 0.1% | 22 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $693.9K | 929 | 0.1% | 16 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $674.1K | 915 | 0.1% | 18 |
| WESTERN ALLIANCE BANCORP | [WAL](https://holderbook.com/stocks/WAL/) | $628.6K | 7,647 | 0.1% | 22 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $627.1K | 1,755 | 0.1% | 22 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $578.8K | 4,928 | 0.1% | 10 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $547.8K | 943 | 0.1% | 4 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $546.5K | 1,593 | 0.1% | 14 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $541.3K | 2,151 | 0.1% | 22 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $525.1K | 5,054 | 0.1% | 22 |
| BANNER CORP | [BANR](https://holderbook.com/stocks/BANR/) | $508.4K | 7,652 | 0.1% | 1 |
| ACCENTURE PLC IRELAND | [ACN](https://holderbook.com/stocks/ACN/) | $483.4K | 3,885 | 0.1% | 22 |
| UNITED PARCEL SVCS INC | [UPS](https://holderbook.com/stocks/UPS/) | $480.6K | 4,471 | 0.1% | 22 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $466.6K | 477 | 0.1% | 8 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $423.3K | 2,887 | 0.1% | 22 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $422.7K | 1,119 | 0.1% | 5 |
| PG&E CORP | [PCG](https://holderbook.com/stocks/PCG/) | $421.2K | 25,040 | 0.1% | 12 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $419.4K | 357 | 0.1% | 4 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $398.2K | 707 | 0.1% | 11 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $376.6K | 2,697 | 0.1% | 1 |
| ISHARES TR | [IEI](https://holderbook.com/stocks/IEI/) | $363.4K | 3,094 | 0.1% | 14 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $336.2K | 1,765 | 0.1% | 18 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $323.9K | 4,200 | 0.1% | 22 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $308.0K | 836 | 0.1% | 6 |
| VISTRA CORP | [VST](https://holderbook.com/stocks/VST/) | $305.4K | 1,925 | 0.1% | 8 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $304.8K | 1,200 | 0.1% | 22 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $302.5K | 1,914 | 0.1% | 6 |
| SRH TOTAL RETURN FUND INC | [STEW](https://holderbook.com/stocks/STEW/) | $289.4K | 16,168 | 0.0% | 22 |
| SPDR SERIES TRUST | [SDY](https://holderbook.com/stocks/SDY/) | $277.3K | 1,822 | 0.0% | 20 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $273.2K | 545 | 0.0% | 18 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $272.3K | 729 | 0.0% | 4 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $265.8K | 1,438 | 0.0% | 1 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $258.4K | 541 | 0.0% | 1 |
| INVESCO EXCHANGE TRADED FD T | [PDP](https://holderbook.com/stocks/PDP/) | $256.4K | 1,690 | 0.0% | 2 |
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $243.3K | 107 | 0.0% | 1 |
| DIMENSIONAL ETF TRUST | [DFAT](https://holderbook.com/stocks/DFAT/) | $227.9K | 3,261 | 0.0% | 2 |
| ISHARES U S ETF TR | [NEAR](https://holderbook.com/stocks/NEAR/) | $226.0K | 4,461 | 0.0% | 14 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $208.2K | 1,404 | 0.0% | 1 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $207.6K | 2,250 | 0.0% | 3 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $205.9K | 285 | 0.0% | 1 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $205.3K | 942 | 0.0% | 1 |
| INVESCO CALIF VALUE MUN INCO | [VCV](https://holderbook.com/stocks/VCV/) | $128.7K | 11,925 | 0.0% | 11 |
| CYTOMX THERAPEUTICS INC | [CTMX](https://holderbook.com/stocks/CTMX/) | $64.1K | 17,082 | 0.0% | 22 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +11.5% | +14.8% | -3.3% | 100% |
| Q1 2026 | -2.6% | -4.6% | +2.0% | 100% |
| Q4 2025 | +2.2% | +2.4% | -0.1% | 100% |
| Q3 2025 | +6.2% | +7.8% | -1.6% | 100% |
| Q2 2025 | +7.9% | +10.5% | -2.5% | 100% |
| Q1 2025 | -2.8% | -4.6% | +1.8% | 100% |
| Q4 2024 | -0.9% | +2.1% | -3.1% | 100% |
| Q3 2024 | +6.0% | +5.4% | +0.6% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $587.3M | 82 |
| Q1 2026 | $523.0M | 76 |
| Q4 2025 | $526.4M | 81 |
| Q3 2025 | $510.3M | 78 |
| Q2 2025 | $471.4M | 72 |
| Q1 2025 | $437.1M | 73 |
| Q4 2024 | $446.4M | 78 |
| Q3 2024 | $445.8M | 75 |
| Q2 2024 | $412.1M | 70 |
| Q1 2024 | $406.6M | 76 |
| Q4 2023 | $377.3M | 75 |
| Q3 2023 | $342.7M | 116 |