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WestHill Financial Advisors, Inc.

CIK 1759641 · latest 13F filed 14 October 2026 · Read the filing on EDGAR

WestHill Financial Advisors, Inc. reported 92 US-listed holdings worth $596.6 million in its 13F for the quarter ended 30 September 2026, filed 14 October 2026. Its largest: Vanguard S&P 500 (17.8%), Vanguard Scottsdale FDS (14.1%) and Vanguard Scottsdale FDS (13.1%). Against the quarter before, it opened 17 positions, added to 17, trimmed 37 and sold out of 7.

Reported holdings$596.6M+1.6% on Q2 2026
Positions92+10 on Q2 2026
The largest ten80.3%of its reported holdings
Latest 13FQ3 2026filed 14 October 2026
Where the money is
Added toTrimmed
VOO17.8%VONG14.1%VONV13.1%VEA12.9%FBND7.4%SCHR5.5%VWO2.9%SCHI2.7%IWP2.0%AAPL2.0%IWS2.0%VTWG1.8%VTWV1.7%MINT1.5%78 more12.6%

The 14 largest of its 92 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $445.8 million in 75 positions$446MQ3 24Q4 2024: $446.4 million in 78 positions$446MQ4 24Q1 2025: $437.1 million in 73 positions$437MQ1 25Q2 2025: $471.4 million in 72 positions$471MQ2 25Q3 2025: $510.3 million in 78 positions$510MQ3 25Q4 2025: $526.4 million in 81 positions$526MQ4 25Q1 2026: $523.0 million in 76 positions$523MQ1 26Q2 2026: $587.3 million in 82 positions$587MQ2 26Q3 2026: $596.6 million in 92 positions$597MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +22.3% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +22.3%S&P 500 +32.9%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 17Added 17Held 21Trimmed 37Sold out 7
Opened: 17Added: 17Held: 21Trimmed: 37Sold out: 7

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 17

  1. iShares Trust XVV$1.6 million
  2. iShares Trust EGUS$1.4 million
  3. iShares Trust EVUS$1.4 million
  4. iShares Trust ESGD$1.2 million
  5. iShares Trust EAGG$1.1 million
  6. Eli Lilly & Co. LLY$484,817
  7. iShares Trust SUSB$463,046
  8. ExxonMobil Holdings Corp. XOM$459,119

and 9 more in the table below

Added to 17

  1. Fidelity Merrimack STR Trust FBND+100,518 shares · +11%
  2. Schwab Strategic Trust SCHR+98,477 shares · +8%
  3. Microsoft Corp. MSFT+4,335 shares · +69%
  4. Schwab Strategic Trust SCHI+102,666 shares · +16%
  5. PIMCO ETF Trust MINT+6,553 shares · +8%
  6. iShares Russell Mid-Cap Growth ETF IWP+2,729 shares · +3%
  7. Vanguard Real Estate ETF VNQ+3,741 shares · +5%
  8. Vanguard Ftse Emerging Markets VWO+4,350 shares · +2%

and 9 more in the table below

Trimmed 37

  1. Vanguard Scottsdale FDS VONV-30,523 shares · -4%
  2. Vanguard S&P 500 VOO-2,874 shares · -2%
  3. Caterpillar Inc. CAT-479 shares · -57%
  4. Vanguard Scottsdale FDS VONG-2,651 shares · -0%
  5. Western Alliance Bancorporation WAL-3,824 shares · -50%
  6. Vanguard Scottsdale FDS VTWV-1,455 shares · -3%
  7. iShares Trust IWS-1,601 shares · -2%
  8. Apple Inc. AAPL-736 shares · -2%

and 29 more in the table below

Sold out of 7

  1. Dimensional ETF Trust DFAC$3.8 million last quarter
  2. iShares Trust IEI$363,390 last quarter
  3. Sandisk Corp. SNDK$243,289 last quarter
  4. Dimensional ETF Trust DFAT$227,944 last quarter
  5. iShares U S ETF Trust NEAR$225,994 last quarter
  6. iShares Core S&P Small-Cap ETF IJR$208,208 last quarter
  7. Applied Materials Inc. AMAT$205,901 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Vanguard S&P 500 VOO151.4K$106.1 million17.79%-2.9K
Vanguard Scottsdale FDS VONG652.5K$84.1 million14.10%-2.7K
Vanguard Scottsdale FDS VONV719.0K$78.2 million13.10%-30.5K
Vanguard Ftse Developed Markets VEA1.1M$77.0 million12.91%-3.1K
Fidelity Merrimack STR Trust FBND1.0M$44.0 million7.37%+100.5K
Schwab Strategic Trust SCHR1.4M$32.9 million5.52%+98.5K
Vanguard Ftse Emerging Markets VWO287.9K$17.1 million2.86%+4.3K
Schwab Strategic Trust SCHI754.7K$16.2 million2.71%+102.7K
iShares Russell Mid-Cap Growth ETF IWP86.5K$11.9 million2.00%+2.7K
Apple Inc. AAPL35.5K$11.8 million1.98%-736
iShares Trust IWS73.4K$11.8 million1.98%-1.6K
Vanguard Russell 2000 Growth ETF VTWG40.9K$10.7 million1.79%-605
Vanguard Scottsdale FDS VTWV56.5K$10.4 million1.75%-1.5K
PIMCO ETF Trust MINT88.5K$8.9 million1.49%+6.6K
Vanguard Real Estate ETF VNQ85.8K$7.7 million1.29%+3.7K
Microsoft Corp. MSFT10.6K$5.4 million0.91%+4.3K
Nurix Therapeutics Inc. NRIX208.3K$4.9 million0.83%-10.0K
iShares Core S&P 500 ETF IVV5.6K$4.3 million0.72%-22
Amazon.com Inc. AMZN12.5K$3.1 million0.52%-197
iShares Russell 1000 Value Inde IWD9.9K$2.5 million0.41%-62
NVIDIA Corp. NVDA9.0K$2.0 million0.34%+211
iShares Trust AGG19.8K$1.9 million0.31%+2.3K
Trico Bancshares TCBK36.0K$1.8 million0.31%no change
iShares Trust IWR17.0K$1.8 million0.30%-94
Vanguard Scottsdale FDS VTWO14.4K$1.6 million0.27%-326
iShares Trust XVV27.6K$1.6 million0.27%new
iShares Trust EGUS24.5K$1.4 million0.24%new
iShares Trust IWF11.3K$1.4 million0.24%no change
iShares Trust EVUS38.0K$1.4 million0.23%new
PIMCO ETF Trust PYLD49.1K$1.2 million0.21%+5.1K
iShares Trust ESGD11.8K$1.2 million0.20%new
Dimensional ETF Trust DFUS14.2K$1.2 million0.20%no change
Marsh & McLennan Companies, Inc. MRSH6.7K$1.1 million0.19%no change
iShares Trust EAGG24.4K$1.1 million0.19%new
Costco Wholesale Corp. COST1.2K$1.1 million0.18%+5
JPMorgan Chase & Co. JPM3.1K$1.0 million0.17%-56
Tesla, Inc. TSLA2.8K$996,3060.17%-179
Chevron Corp. CVX4.8K$987,0200.17%-162
Alphabet Inc. GOOG2.8K$965,3150.16%-20
Berkshire Hathaway Inc. Class B BRKB1.9K$944,6110.16%no change
Dimensional ETF Trust DFUV15.4K$847,6050.14%no change
VG Totl STK Vprs VTI2.2K$841,4590.14%-206
Schwab US Large Cap SCHX27.9K$837,0000.14%no change
Accenture plc ACN3.9K$712,3920.12%no change
SPDR S&P 500 SPY902$688,0680.12%-27
Invesco QQQ Trust QQQ915$677,2390.11%no change
Meta Platforms, Inc. META869$630,1810.11%+162
Alphabet Inc. GOOGL1.7K$597,6280.10%-18
Visa Inc. V1.6K$572,6930.10%+1
Advanced Micro Devices Inc. AMD848$518,7720.09%-95
iShares Trust EFA5.0K$516,1700.09%-86
Banner Corp. BANR7.7K$512,6840.09%no change
Cisco Systems, Inc. CSCO4.7K$508,1210.09%-207
AbbVie Inc. ABBV1.9K$506,7000.08%-214
Eli Lilly & Co. LLY419$484,8170.08%new
iShares Trust SUSB19.0K$463,0460.08%new
ExxonMobil Holdings Corp. XOM2.8K$459,1190.08%new
Parker-Hannifin Corp. PH479$457,6460.08%+2
iShares Trust XJH8.8K$431,4100.07%new
United Parcel Service Inc. UPS4.5K$422,3140.07%+49
Procter & Gamble Co. PG2.7K$397,5450.07%-151
iShares Esg Advanced High Yield Corporate Bond ETF HYXF8.7K$393,9670.07%new
Broadcom Inc. AVGO1.1K$392,9820.07%no change
Danaher Corp. DHR1.7K$384,6110.06%-29
iShares Trust XJR7.8K$374,1370.06%new
Thermo Fisher Scientific Inc. TMO546$368,5770.06%+1
McDonald's Corp. MCD1.6K$366,5020.06%new
iShares Inc. ESGE6.6K$355,2350.06%new
Intel Corp. INTC2.7K$324,2600.05%no change
SPDR Gold Trust GLD827$314,9550.05%-9
Johnson & Johnson JNJ1.2K$308,6870.05%-34
Pg&E Corp. PCG25.0K$306,7460.05%+1
iShares Core S&P Mid-Cap ETF IJH4.1K$297,4670.05%-66
Vanguard Whitehall FDS VYM1.9K$297,0530.05%no change
Caterpillar Inc. CAT362$293,5060.05%-479
Western Alliance Bancorporation WAL3.8K$287,1070.05%-3.8K
Marathon Petroleum Corp. MPC718$283,9120.05%new
SRH Total Return Fund Inc. STEW16.2K$280,8380.05%no change
SPDR S&P Dividend ETF SDY1.8K$266,8870.04%no change
Vistra Corp. VST1.9K$266,3240.04%no change
Qualcomm Inc. QCOM1.4K$249,2140.04%-84
GE Vernova Inc. GEV252$239,5230.04%-105
Walt Disney Co. DIS2.2K$232,3060.04%new
General Electric Co. GE744$232,2550.04%+15
Taiwan Semiconductor Manufacturing Company Limited TSM493$224,9020.04%-48
Invesco ETFs PDP1.6K$224,6450.04%-60
Merck & Co., Inc. MRK1.4K$209,7300.04%new
Vanguard Value ETF VTV942$203,5470.03%no change
Palantir Technologies Inc. PLTR1.1K$201,6400.03%new
Charles Schwab Corp. SCHW2.1K$201,3440.03%-190
Invesco Calif Value Mun Inco VCV11.9K$107,0870.02%no change
Cytomx Therapeutics Inc. CTMX17.1K$46,4630.01%no change
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 7 it sold out of are in the box above.