WestHill Financial Advisors, Inc.

CIK

1759641

Location

San Rafael, CA

Portfolio Value

Small $587,307,562

Diversification

Moderately concentrated

Filing Date

Global Rank

#3,478 / 8,795 ▼ 165 · as of Jun 2026

Top Industry

Consumer Electronics 23.8%

Period ended 3 months ago

Filed Jul 21, 2026 · 3mo

22 quarters · since Dec 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

60 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

32.1%

−0.5 pts

Top 5

78.8%

−3.8 pts

Top 10

91.4%

−1.5 pts

HHI

1,696

Moderately concentrated−85

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	92.5%	$543,263,521	18
Technology	3.1%	$17,968,736	12
Financial Services	1.3%	$7,361,634	10
Healthcare	1.2%	$6,816,294	6
Consumer Cyclical	0.7%	$4,274,669	2
Industrials	0.4%	$2,534,649	5
Communication Services	0.3%	$2,033,480	2
Consumer Defensive	0.3%	$1,500,074	2
Energy	0.1%	$827,971	1
Utilities	0.1%	$726,534	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
FNDA	Schwab Fundamental U.S. Small Company ETF	+75,214	1,970,031	$47,396,949
FAAA	Fidelity AAA CLO ETF	+19,617	914,982	$41,622,531
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+8,797	150,208	$25,399,888
BILZ	PIMCO Ultra Short Government Active ETF	+2,303	126,022	$9,431,728
VEU	Vanguard FTSE All-World Ex-US ETF	+739	283,550	$16,925,099
VB	Vanguard Morningstar Small-Cap ETF	+645	157,656	$107,060,678
PCG	PG&E Corp	+504	25,040	$421,172
—		+308	83,725	$12,258,177
SPY	Spdr S&P 500 ETF Trust	+155	929	$693,749
VEA	Vanguard FTSE Developed Markets ETF	+59	1,094,124	$77,956,335
V	Visa Inc.	+53	1,593	$546,542
PG	PROCTER & GAMBLE Co	+53	2,887	$423,349
GOOGL	Alphabet Inc.	+33	4,608	$1,635,234
DHR	Danaher Corp /De/	+29	1,765	$336,197
CSCO	Cisco Systems, Inc.	+19	4,928	$578,842
UPS	United Parcel Service Inc	+3	4,471	$480,632
PH	Parker-Hannifin Corp	+2	477	$466,563
JPM	Jpmorgan Chase & Co	+1	3,205	$1,049,092
GE	General Electric Co	+1	729	$272,449
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
NRIX	Nurix Therapeutics, Inc.	−10,000	218,333	$5,296,758
AAPL	Apple Inc.	−1,232	36,276	$10,496,823
BNDW	Vanguard Total World Bond ETF	−614	1,518,975	$188,485,024
CAT	Caterpillar Inc	−570	841	$895,580
SCHW	Schwab Charles Corp	−436	2,250	$207,607
VIG	Vanguard Dividend Appreciation ETF	−373	82,017	$7,908,899
NVDA	Nvidia Corp	−345	8,753	$1,751,387
AMZN	Amazon Com Inc	−307	12,664	$3,018,337
AMD	Advanced Micro Devices Inc	−289	943	$547,798
TSLA	Tesla, Inc.	−150	2,987	$1,256,332
QQQ	Invesco Qqq Trust, Series 1	−110	915	$673,806
ACN	Accenture plc	−110	3,885	$483,449
MSFT	Microsoft Corp	−109	6,267	$2,337,716
META	Meta Platforms, Inc.	−54	707	$398,246
COST	Costco Wholesale Corp /New	−20	1,151	$1,076,725
JNJ	Johnson & Johnson	−18	1,200	$304,764
GLD	Spdr Gold Trust	−12	836	$307,965
AVGO	Broadcom Inc.	−10	1,119	$422,702
ABBV	AbbVie Inc.	−6	2,151	$541,277
VST	Vistra Corp.	−6	1,925	$305,362
CVX	Chevron Corp	−1	4,995	$827,971
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
TCBK	Trico Bancshares /	35,950	$1,935,907
BANR	Banner Corp	7,652	$508,398
INTC	Intel Corp	2,697	$376,582
QCOM	Qualcomm Inc/De	1,438	$265,728
TSM	Taiwan Semiconductor Manufacturing Co Ltd	541	$258,365
SNDK	Sandisk Corp	107	$243,289
AMAT	Applied Materials Inc /De	285	$206,055
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	2,927	$496,594
SLV	iShares Silver Trust	3,302	$224,998
VZ	Verizon Communications Inc	4,048	$203,209
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

60 tracked positions · $587,307,562 total · filing declares 82 positions · $587,307,996 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 60 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BNDW	Vanguard Total World Bond ETF	Reduced	1,518,975	-614	$188,485,024	+15.7%	32.09%
VB	Vanguard Morningstar Small-Cap ETF	Added	157,656	+645	$107,060,678	+15.0%	18.23%
VEA	Vanguard FTSE Developed Markets ETF	Added	1,094,124	+59	$77,956,335	+11.2%	13.27%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	1,970,031	+75,214	$47,396,949	+3.5%	8.07%
FAAA	Fidelity AAA CLO ETF	Added	914,982	+19,617	$41,622,531	+1.9%	7.09%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	150,208	+8,797	$25,399,888	—	4.32%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	283,550	+739	$16,925,099	+10.7%	2.88%
		Added	83,725	+308	$12,258,177	+14.7%	2.09%
AAPL	Apple Inc. Technology	Reduced	36,276	-1,232	$10,496,823	+10.3%	1.79%
BILZ	PIMCO Ultra Short Government Active ETF	Added	126,022	+2,303	$9,431,728	+2.9%	1.61%
VIG	Vanguard Dividend Appreciation ETF	Reduced	82,017	-373	$7,908,899	+8.2%	1.35%
DCOR	Dimensional US Core Equity 1 ETF	Held	119,446	0	$6,080,536	+14.2%	1.04%
NRIX	Nurix Therapeutics, Inc. Healthcare	Reduced	218,333	-10,000	$5,296,758	+49.7%	0.90%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	12,664	-307	$3,018,337	+11.7%	0.51%
MSFT	Microsoft Corp Technology	Reduced	6,267	-109	$2,337,716	−1.0%	0.40%
TCBK	Trico Bancshares / Financial Services	NEW	35,950	NEW	$1,935,907	NEW	0.33%
NVDA	Nvidia Corp Technology	Reduced	8,753	-345	$1,751,387	+10.4%	0.30%
GOOGL	Alphabet Inc. Communication Services	Added	4,608	+33	$1,635,234	+24.5%	0.28%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,987	-150	$1,256,332	+7.7%	0.21%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Held	6,709	0	$1,118,189	−3.9%	0.19%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,151	-20	$1,076,725	−7.7%	0.18%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,205	+1	$1,049,092	+11.3%	0.18%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,897	0	$949,239	+4.4%	0.16%
CAT	Caterpillar Inc Industrials	Reduced	841	-570	$895,580	−10.4%	0.15%
CVX	Chevron Corp Energy	Reduced	4,995	-1	$827,971	−19.9%	0.14%
SPY	Spdr S&P 500 ETF Trust	Added	929	+155	$693,749	+37.8%	0.12%
QQQ	Invesco Qqq Trust, Series 1	Reduced	915	-110	$673,806	+13.9%	0.11%
WAL	Western Alliance Bancorporation Financial Services	Held	7,647	0	$628,583	+16.0%	0.11%
CSCO	Cisco Systems, Inc. Technology	Added	4,928	+19	$578,842	+52.0%	0.10%
AMD	Advanced Micro Devices Inc Technology	Reduced	943	-289	$547,798	+118.6%	0.09%
V	Visa Inc. Financial Services	Added	1,593	+53	$546,542	+17.4%	0.09%
ABBV	AbbVie Inc. Healthcare	Reduced	2,151	-6	$541,277	+15.4%	0.09%
BANR	Banner Corp Financial Services	NEW	7,652	NEW	$508,398	NEW	0.09%
ACN	Accenture plc Technology	Reduced	3,885	-110	$483,449	−39.0%	0.08%
UPS	United Parcel Service Inc Industrials	Added	4,471	+3	$480,632	+9.3%	0.08%
PH	Parker-Hannifin Corp Industrials	Added	477	+2	$466,563	+9.7%	0.08%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,887	+53	$423,349	+3.4%	0.07%
AVGO	Broadcom Inc. Technology	Reduced	1,119	-10	$422,702	+21.0%	0.07%
PCG	PG&E Corp Utilities	Added	25,040	+504	$421,172	−2.3%	0.07%
GEV	GE Vernova Inc. Industrials	Held	357	0	$419,425	+34.6%	0.07%
META	Meta Platforms, Inc. Communication Services	Reduced	707	-54	$398,246	−8.5%	0.07%
INTC	Intel Corp Technology	NEW	2,697	NEW	$376,582	NEW	0.06%
DHR	Danaher Corp /De/ Healthcare	Added	1,765	+29	$336,197	+2.1%	0.06%
GLD	Spdr Gold Trust	Reduced	836	-12	$307,965	−15.6%	0.05%
VST	Vistra Corp. Utilities	Reduced	1,925	-6	$305,362	+5.2%	0.05%
JNJ	Johnson & Johnson Healthcare	Reduced	1,200	-18	$304,764	+2.4%	0.05%
VIGI	Vanguard International Dividend Appreciation ETF	Held	1,914	0	$302,469	+6.7%	0.05%
STEW	SRH Total Return Fund, Inc. Financial Services	Held	16,168	0	$289,407	+4.7%	0.05%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Held	1,822	0	$277,271	+4.3%	0.05%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	545	0	$273,241	+2.0%	0.05%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.