WestHill Financial Advisors, Inc.
Q3 2026 13F filing
Updated 5 days ago92 disclosed positions worth $596.6M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $106.1M | 151.4K | 17.79% | Trimmed(-1.9%) |
| 2 | V VANGUARD SCOTTSDALE FDS | $84.1M | 652.5K | 14.10% | Trimmed(-0.4%) |
| 3 | V VANGUARD SCOTTSDALE FDS | $78.2M | 719.0K | 13.10% | Trimmed(-4.1%) |
| 4 | V VANGUARD TAX-MANAGED FDS | $77M | 1.09M | 12.91% | Trimmed(-0.3%) |
| 5 | F FIDELITY MERRIMACK STR TR | $44M | 1.02M | 7.37% | Added(+11.0%) |
| 6 | S SCHWAB STRATEGIC TR | $32.9M | 1.39M | 5.52% | Added(+7.6%) |
| 7 | V VANGUARD INTL EQUITY INDEX F | $17.1M | 287.9K | 2.86% | Added(+1.5%) |
| 8 | ? N/A SCHWAB STRATEGIC TR | $16.2M | 754.7K | 2.71% | Added(+15.8%) |
| 9 | E ISHARES TR | $11.9M | 86.5K | 2.00% | Added(+3.3%) |
| 10 | A APPLE INC | $11.8M | 35.5K | 1.98% | Trimmed(-2.0%) |
| 11 | E ISHARES TR | $11.8M | 73.4K | 1.98% | Trimmed(-2.1%) |
| 12 | ? N/A VANGUARD SCOTTSDALE FDS | $10.7M | 40.9K | 1.79% | Trimmed(-1.5%) |
| 13 | V VANGUARD SCOTTSDALE FDS | $10.4M | 56.5K | 1.75% | Trimmed(-2.5%) |
| 14 | P PIMCO ETF TR | $8.9M | 88.5K | 1.49% | Added(+8.0%) |
| 15 | V VANGUARD INDEX FDS | $7.7M | 85.8K | 1.29% | Added(+4.6%) |
| 16 | M MICROSOFT CORP | $5.4M | 10.6K | 0.91% | Added(+69.2%) |
| 17 | N NURIX THERAPEUTICS INC | $4.9M | 208.3K | 0.83% | Trimmed(-4.6%) |
| 18 | E ISHARES TR | $4.3M | 5.6K | 0.72% | Trimmed(-0.4%) |
| 19 | A AMAZON COM INC | $3.1M | 12.5K | 0.52% | Trimmed(-1.6%) |
| 20 | E ISHARES TR | $2.5M | 9.9K | 0.41% | Trimmed(-0.6%) |
| 21 | N NVIDIA CORPORATION | $2M | 9.0K | 0.34% | Added(+2.4%) |
| 22 | E ISHARES TR | $1.9M | 19.8K | 0.31% | Added(+13.2%) |
| 23 | T TRICO BANCSHARES | $1.8M | 36.0K | 0.31% | Unchanged |
| 24 | E ISHARES TR | $1.8M | 17.0K | 0.30% | Trimmed(-0.6%) |
| 25 | V VANGUARD SCOTTSDALE FDS | $1.6M | 14.4K | 0.27% | Trimmed(-2.2%) |
| 26 | E ISHARES TR | $1.6M | 27.6K | 0.27% | — |
| 27 | ? N/A ISHARES TR | $1.4M | 24.5K | 0.24% | — |
| 28 | E ISHARES TR | $1.4M | 11.3K | 0.24% | Unchanged |
| 29 | ? N/A ISHARES TR | $1.4M | 38.0K | 0.23% | — |
| 30 | P PIMCO ETF TR | $1.2M | 49.1K | 0.21% | Added(+11.5%) |
| 31 | E ISHARES TR | $1.2M | 11.8K | 0.20% | — |
| 32 | ? N/A DIMENSIONAL ETF TRUST | $1.2M | 14.2K | 0.20% | Unchanged |
| 33 | M MARSH & MCLENNAN COS INC | $1.1M | 6.7K | 0.19% | Unchanged |
| 34 | E ISHARES TR | $1.1M | 24.4K | 0.19% | — |
| 35 | C COSTCO WHOLESALE CORPORATION | $1.1M | 1.2K | 0.18% | Added(+0.4%) |
| 36 | J JPMORGAN CHASE & CO | $1M | 3.1K | 0.17% | Trimmed(-1.8%) |
| 37 | T TESLA INC | $996K | 2.8K | 0.17% | Trimmed(-6.0%) |
| 38 | C CHEVRON CORPORATION | $987K | 4.8K | 0.17% | Trimmed(-3.2%) |
| 39 | G ALPHABET INC | $965K | 2.8K | 0.16% | Trimmed(-0.7%) |
| 40 | B BERKSHIRE HATHAWAY INC DEL | $945K | 1.9K | 0.16% | Unchanged |
| 41 | ? N/A DIMENSIONAL ETF TRUST | $848K | 15.4K | 0.14% | Unchanged |
| 42 | V VANGUARD INDEX FDS | $841K | 2.2K | 0.14% | Trimmed(-8.4%) |
| 43 | S SCHWAB STRATEGIC TR | $837K | 27.9K | 0.14% | Unchanged |
| 44 | A ACCENTURE PLC IRELAND | $712K | 3.9K | 0.12% | Unchanged |
| 45 | S STATE STR SPDR S&P 500 ETF T | $688K | 902 | 0.12% | Trimmed(-2.9%) |
| 46 | Q INVESCO QQQ TR | $677K | 915 | 0.11% | Unchanged |
| 47 | M META PLATFORMS INC | $630K | 869 | 0.11% | Added(+22.9%) |
| 48 | G ALPHABET INC | $598K | 1.7K | 0.10% | Trimmed(-1.0%) |
| 49 | V VISA INC | $573K | 1.6K | 0.10% | Added(+0.1%) |
| 50 | A ADVANCED MICRO DEVICES INC | $519K | 848 | 0.09% | Trimmed(-10.1%) |