WestHill Financial Advisors, Inc.
Filing Date
Global Rank
#7,172
/ 8,603
▼ 8
· as of Mar 2026
Top Industry
Consumer Electronics
26.7%
3Y Alpha vs SPY
-3.6%
Period ended 3 months ago
Filed Apr 9, 2026 · 3mo
21 quarters · since Dec 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+61.8%
SPY
+76.0%
Annualised alpha
-3.3%
Max drawdown
−26.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
40 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
25.5%
+0.4 pts
Top 5
52.8%
+0.8 pts
Top 10
67.7%
+1.4 pts
HHI
940
Diversified+25
Portfolio Trend
21 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 40.9% | $15,239,167 |
| Healthcare | 13.4% | $4,983,326 |
| Financial Services | 12.5% | $4,675,843 |
| Consumer Cyclical | 10.4% | $3,867,649 |
| Industrials | 6.4% | $2,382,646 |
| Unclassified | 4.5% | $1,684,855 |
| Consumer Defensive | 4.2% | $1,576,161 |
| Communication Services | 3.0% | $1,133,777 |
| Energy | 2.8% | $1,033,672 |
| Utilities | 1.9% | $721,384 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMZN | Amazon Com Inc | +4,038 | 12,971 | $2,701,470 | |
| WAL | Western Alliance Bancorporation | +608 | 7,647 | $541,789 | |
| ABBV | AbbVie Inc. | +34 | 2,157 | $469,125 | |
| GE | General Electric Co | +12 | 728 | $206,584 | |
| GEV | GE Vernova Inc. | +3 | 357 | $311,625 | |
| QQQ | Invesco Qqq Trust, Series 1 | +2 | 1,025 | $591,609 | |
| UPS | United Parcel Service Inc | +2 | 4,468 | $439,561 | |
| AVGO | Broadcom Inc. | +1 | 1,129 | $349,436 | |
| V | Visa Inc. | +1 | 1,540 | $465,449 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
20 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −965 | 37,508 | $9,519,155 | |
| SCHW | Schwab Charles Corp | −383 | 2,686 | $252,430 | |
| CVX | Chevron Corp | −334 | 4,996 | $1,033,672 | |
| TSLA | Tesla, Inc. | −262 | 3,137 | $1,166,179 | |
| MSFT | Microsoft Corp | −156 | 6,376 | $2,360,203 | |
| PCG | PG&E Corp | −153 | 24,536 | $431,097 | |
| CSCO | Cisco Systems, Inc. | −86 | 4,909 | $380,889 | |
| JNJ | Johnson & Johnson | −84 | 1,218 | $297,727 | |
| ACN | Accenture plc | −30 | 3,995 | $792,168 | |
| NVDA | Nvidia Corp | −27 | 9,098 | $1,586,691 | |
| CAT | Caterpillar Inc | −25 | 1,411 | $999,637 | |
| PG | PROCTER & GAMBLE Co | −22 | 2,834 | $409,342 | |
| MRSH | Marsh & Mclennan Companies, Inc. | −22 | 6,709 | $1,163,676 | |
| COST | Costco Wholesale Corp /New | −21 | 1,171 | $1,166,819 | |
| GOOGL | Alphabet Inc. | −16 | 1,722 | $495,178 | |
| GLD | Spdr Gold Trust | −8 | 848 | $364,885 | |
| JPM | Jpmorgan Chase & Co | −5 | 3,204 | $942,488 | |
| VST | Vistra Corp. | −5 | 1,931 | $290,287 | |
| META | Meta Platforms, Inc. | −3 | 761 | $435,390 | |
| BRK-B | Berkshire Hathaway Inc | −2 | 1,897 | $909,042 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VZ | Verizon Communications Inc | 4,048 | $203,209 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FICO | Fair Isaac Corp | 164 | $277,261 | |
| QCOM | Qualcomm Inc/De | 1,475 | $252,298 | |
| IAU | Ishares Gold Trust | 3,044 | $247,081 | |
| ORCL | Oracle Corp | 1,189 | $231,747 | |
| PLTR | Palantir Technologies Inc. | 1,212 | $215,433 | |
| MAZE | Maze Therapeutics, Inc. | 5,186 | $214,855 | |
| AXP | American Express Co | 565 | $209,021 | |
| ABT | Abbott Laboratories | 1,653 | $207,104 | |
| No positions match the current search. | ||||
40 positions ·
$37,298,480 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 37,508 | $9,519,155 | 25.52% | |
| NRIX |
Nurix Therapeutics, Inc.
Healthcare
|
Held | 228,333 | $3,539,161 | 9.49% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 12,971 | $2,701,470 | 7.24% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 6,376 | $2,360,203 | 6.33% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 9,098 | $1,586,691 | 4.25% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 1,171 | $1,166,819 | 3.13% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 3,137 | $1,166,179 | 3.13% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
Reduced | 6,709 | $1,163,676 | 3.12% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 4,996 | $1,033,672 | 2.77% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 1,411 | $999,637 | 2.68% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 3,204 | $942,488 | 2.53% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,897 | $909,042 | 2.44% | |
| ACN |
Accenture plc
Technology
|
Reduced | 3,995 | $792,168 | 2.12% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 1,025 | $591,609 | 1.59% | |
| WAL |
Western Alliance Bancorporation
Financial Services
|
Added | 7,647 | $541,789 | 1.45% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 774 | $503,363 | 1.35% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,722 | $495,178 | 1.33% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 2,157 | $469,125 | 1.26% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,540 | $465,449 | 1.25% | |
| UPS |
United Parcel Service Inc
Industrials
|
Added | 4,468 | $439,561 | 1.18% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 761 | $435,390 | 1.17% | |
| PCG |
PG&E Corp
Utilities
|
Reduced | 24,536 | $431,097 | 1.16% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Held | 475 | $425,239 | 1.14% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 2,834 | $409,342 | 1.10% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 4,909 | $380,889 | 1.02% | |
| GLD |
Spdr Gold Trust
|
Reduced | 848 | $364,885 | 0.98% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,129 | $349,436 | 0.94% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Held | 1,736 | $329,145 | 0.88% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 357 | $311,625 | 0.84% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 1,218 | $297,727 | 0.80% | |
| VST |
Vistra Corp.
Utilities
|
Reduced | 1,931 | $290,287 | 0.78% | |
| STEW |
SRH Total Return Fund, Inc.
Financial Services
|
Held | 16,168 | $276,472 | 0.74% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Held | 545 | $267,883 | 0.72% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Reduced | 2,686 | $252,430 | 0.68% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 1,232 | $250,625 | 0.67% | |
| SLV |
iShares Silver Trust
|
Held | 3,302 | $224,998 | 0.60% | |
| GE |
General Electric Co
Industrials
|
Added | 728 | $206,584 | 0.55% | |
| VZ |
Verizon Communications Inc
Communication Services
|
NEW | 4,048 | $203,209 | 0.54% | |
| VCV |
Invesco California Value Municipal Income Trust
Financial Services
|
Held | 11,925 | $124,497 | 0.33% | |
| CTMX |
CytomX Therapeutics, Inc.
Healthcare
|
Held | 17,082 | $80,285 | 0.22% |