WestHill Financial Advisors, Inc.

CIK

1759641

Location

San Rafael, CA

Portfolio Value

Micro $44,711,511

Diversification

Diversified

Filing Date

Global Rank

#7,084 / 8,517 ▼ 1266

Top Industry

Consumer Electronics 24.4%

3Y Alpha vs SPY

+2.0%

Period ended 46 days ago

Filed Jul 21, 2026 · 25d

22 quarters · since Dec 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+86.3%

SPY

+75.3%

Annualised alpha

+2.5%

Max drawdown

−18.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

23.5%

−41.0 pts

Top 5

51.6%

−29.5 pts

Top 10

65.6%

−21.4 pts

HHI

865

Diversified−3,405

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	40.2%	$17,968,736	12
Financial Services	16.5%	$7,361,634	10
Healthcare	15.2%	$6,816,294	6
Consumer Cyclical	9.6%	$4,274,669	2
Industrials	5.7%	$2,534,649	5
Unclassified	3.7%	$1,675,520	3
Consumer Defensive	3.4%	$1,500,074	2
Communication Services	2.3%	$1,025,430	2
Energy	1.9%	$827,971	1
Utilities	1.6%	$726,534	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
PCG	PG&E Corp	+504	25,040	$421,172
SPY	Spdr S&P 500 ETF Trust	+155	929	$693,749
V	Visa Inc.	+53	1,593	$546,542
PG	PROCTER & GAMBLE Co	+53	2,887	$423,349
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

20 positions

Ticker	Company	Δ Shares	Shares	Value
NRIX	Nurix Therapeutics, Inc.	−10,000	218,333	$5,296,758
GOOGL	Alphabet Inc.	−2,820	1,755	$627,184
AAPL	Apple Inc.	−1,232	36,276	$10,496,823
CAT	Caterpillar Inc	−570	841	$895,580
SCHW	Schwab Charles Corp	−436	2,250	$207,607
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

4 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	1,094,065	$70,107,685
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

45 tracked positions · $44,711,511 total · as of Jun 30, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	36,276	-1,232	$10,496,823	+10.3%	23.48%
NRIX	Nurix Therapeutics, Inc. Healthcare	Reduced	218,333	-10,000	$5,296,758	+49.7%	11.85%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	12,664	-307	$3,018,337	+11.7%	6.75%
MSFT	Microsoft Corp Technology	Reduced	6,267	-109	$2,337,716	−1.0%	5.23%
TCBK	Trico Bancshares / Financial Services	NEW	35,950	NEW	$1,935,907	NEW	4.33%
NVDA	Nvidia Corp Technology	Reduced	8,753	-345	$1,751,387	+10.4%	3.92%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,987	-150	$1,256,332	+7.7%	2.81%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Held	6,709	0	$1,118,189	−3.9%	2.50%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,151	-20	$1,076,725	−7.7%	2.41%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,205	+1	$1,049,092	+11.3%	2.35%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,897	0	$949,239	+4.4%	2.12%
CAT	Caterpillar Inc Industrials	Reduced	841	-570	$895,580	−10.4%	2.00%
CVX	Chevron Corp Energy	Reduced	4,995	-1	$827,971	−19.9%	1.85%
SPY	Spdr S&P 500 ETF Trust	Added	929	+155	$693,749	+37.8%	1.55%
QQQ	Invesco Qqq Trust, Series 1	Reduced	915	-110	$673,806	+13.9%	1.51%
WAL	Western Alliance Bancorporation Financial Services	Held	7,647	0	$628,583	+16.0%	1.41%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,755	-2,820	$627,184	−52.3%	1.40%
CSCO	Cisco Systems, Inc. Technology	Added	4,928	+19	$578,842	+52.0%	1.29%
AMD	Advanced Micro Devices Inc Technology	Reduced	943	-289	$547,798	+118.6%	1.23%
V	Visa Inc. Financial Services	Added	1,593	+53	$546,542	+17.4%	1.22%
ABBV	AbbVie Inc. Healthcare	Reduced	2,151	-6	$541,277	+15.4%	1.21%
BANR	Banner Corp Financial Services	NEW	7,652	NEW	$508,398	NEW	1.14%
ACN	Accenture plc Technology	Reduced	3,885	-110	$483,449	−39.0%	1.08%
UPS	United Parcel Service Inc Industrials	Added	4,471	+3	$480,632	+9.3%	1.07%
PH	Parker-Hannifin Corp Industrials	Added	477	+2	$466,563	+9.7%	1.04%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,887	+53	$423,349	+3.4%	0.95%
AVGO	Broadcom Inc. Technology	Reduced	1,119	-10	$422,702	+21.0%	0.95%
PCG	PG&E Corp Utilities	Added	25,040	+504	$421,172	−2.3%	0.94%
GEV	GE Vernova Inc. Industrials	Held	357	0	$419,425	+34.6%	0.94%
META	Meta Platforms, Inc. Communication Services	Reduced	707	-54	$398,246	−8.5%	0.89%
INTC	Intel Corp Technology	NEW	2,697	NEW	$376,582	NEW	0.84%
DHR	Danaher Corp /De/ Healthcare	Added	1,765	+29	$336,197	+2.1%	0.75%
GLD	Spdr Gold Trust	Reduced	836	-12	$307,965	−15.6%	0.69%
VST	Vistra Corp. Utilities	Reduced	1,925	-6	$305,362	+5.2%	0.68%
JNJ	Johnson & Johnson Healthcare	Reduced	1,200	-18	$304,764	+2.4%	0.68%
STEW	SRH Total Return Fund, Inc. Financial Services	Held	16,168	0	$289,407	+4.7%	0.65%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	545	0	$273,241	+2.0%	0.61%
GE	General Electric Co Industrials	Added	729	+1	$272,449	+31.9%	0.61%
QCOM	Qualcomm Inc/De Technology	NEW	1,438	NEW	$265,728	NEW	0.59%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	541	NEW	$258,365	NEW	0.58%
SNDK	Sandisk Corp Technology	NEW	107	NEW	$243,289	NEW	0.54%
SCHW	Schwab Charles Corp Financial Services	Reduced	2,250	-436	$207,607	−17.8%	0.46%
AMAT	Applied Materials Inc /De Technology	NEW	285	NEW	$206,055	NEW	0.46%
VCV	Invesco California Value Municipal Income Trust Financial Services	Held	11,925	0	$128,670	+3.4%	0.29%
CTMX	CytomX Therapeutics, Inc. Healthcare	Held	17,082	0	$64,057	−20.2%	0.14%

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.