Q3 2026 13F · SEC CIK 1759641

WestHill Financial Advisors, Inc.

Wealth managerFiled 2026-10-14 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $596.6M
Reported positions: 92
Top holdings a year, 3 yrs: +16.9%
Assets under management: $789.4M

WestHill Financial Advisors, Inc. is a wealth manager that reported 92 positions worth $596.6M in its Q3 2026 13F, filed 2026-10-14. Its largest holdings were Vanguard Index Fds (VOO, 17.8%), Vanguard Scottsdale Fds (VONG, 14.1%), Vanguard Scottsdale Fds (VONV, 13.1%). A portfolio copying its top holdings returned 16.9% a year over the last 3 years, against 22.3% for the S&P 500.

WestHill Financial Advisors, Inc. holdings largest 50 of 92 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

WestHill Financial Advisors, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VOOVanguard Index Fds	17.8%	18.0%	151,386	-1.9%	$106.1M
VONGVanguard Scottsdale Fds	14.1%	14.3%	652,537	-0.4%	$84.1M
VONVVanguard Scottsdale Fds	13.1%	13.6%	719,036	-4.1%	$78.2M
VEAVanguard Ftse Developed Markets Index Fu	12.9%	13.3%	1,091,071	-0.3%	$77.0M
FBNDFidelity Merrimack Str Tr	7.4%	7.1%	1,015,500	+11.0%	$44.0M
SCHRSchwab Strategic Tr	5.5%	5.4%	1,388,580	+7.6%	$32.9M
VWOVanguard Intl Equity Index F	2.9%	2.9%	287,900	+1.5%	$17.1M
SCHISchwab Strategic Tr	2.7%	2.5%	754,694	+15.7%	$16.2M
IWPIshares Tr	2.0%	2.1%	86,454	+3.3%	$11.9M
AAPLApple Inc	2.0%	1.8%	35,540	-2.0%	$11.8M
IWSIshares Tr	2.0%	2.1%	73,378	-2.1%	$11.8M
VTWGVanguard Scottsdale Fds	1.8%	2.0%	40,898	-1.5%	$10.7M
VTWVVanguard Scottsdale Fds	1.8%	1.9%	56,502	-2.5%	$10.4M
MINTPimco Enhanced Short Maturity Active Exc	1.5%	1.4%	88,524	+8.0%	$8.9M
VNQVanguard Index Fds	1.3%	1.3%	85,758	+4.6%	$7.7M
MSFTMicrosoft Corp	0.9%	0.4%	10,602	+69.2%	$5.4M
NRIXNurix Therapeutics Inc	0.8%	0.9%	208,333	-4.6%	$4.9M
IVVIshares Tr	0.7%	0.7%	5,583	-0.4%	$4.3M
AMZNAmazon Com Inc	0.5%	0.5%	12,467	-1.6%	$3.1M
IWDIshares Tr	0.4%	0.4%	9,918	-0.6%	$2.5M
NVDANvidia Corporation	0.3%	0.3%	8,964	+2.4%	$2.0M
AGGIshares Tr	0.3%	0.3%	19,831	+13.2%	$1.9M
TCBKTrico Bancshares	0.3%	0.3%	35,950	+0.0%	$1.8M
IWRIshares Tr	0.3%	0.3%	16,953	-0.6%	$1.8M
VTWOVanguard Scottsdale Fds	0.3%	0.3%	14,442	-2.2%	$1.6M
XVVIshares Tr	0.3%	—	27,623	—	$1.6M
EGUSIshares Tr	0.2%	—	24,457	—	$1.4M
IWFIshares Tr	0.2%	0.2%	11,321	+0.0%	$1.4M
46436E221Ishares Tr	0.2%	—	37,996	—	$1.4M
PYLDPimco ETF Tr	0.2%	0.2%	49,117	+11.5%	$1.2M
ESGDiShares ESG Aware MSCI EAFE ETF	0.2%	—	11,822	—	$1.2M
DFUSDimensional ETF Trust	0.2%	0.2%	14,223	+0.0%	$1.2M
MRSHMarsh & Mclennan Cos	0.2%	0.2%	6,709	+0.0%	$1.1M
EAGGIshares Tr	0.2%	—	24,433	—	$1.1M
COSTCostco Wholesale Corporation	0.2%	0.2%	1,156	+0.4%	$1.1M
JPMJpmorgan Chase & Co	0.2%	0.2%	3,149	-1.7%	$1.0M
TSLATesla Inc	0.2%	0.2%	2,808	-6.0%	$996K
CVXChevron Corporation	0.2%	0.1%	4,833	-3.2%	$987K
GOOGAlphabet Inc	0.2%	0.2%	2,833	-0.7%	$965K
BRK-BBerkshire Hathaway Inc Del	0.2%	0.2%	1,897	+0.0%	$945K
DFUVDimensional ETF Trust	0.1%	0.1%	15,411	+0.0%	$848K
VTIVanguard Index Fds	0.1%	0.2%	2,248	-8.4%	$841K
SCHXSchwab Strategic Tr	0.1%	0.1%	27,900	+0.0%	$837K
ACNAccenture PLC Ireland	0.1%	—	3,885	—	$712K
SPYState Str Spdr S&p 500 ETF T	0.1%	0.1%	902	-2.9%	$688K
QQQInvesco Qqq Tr	0.1%	0.1%	915	+0.0%	$677K
METAMeta Platforms Inc	0.1%	—	869	—	$630K
GOOGLAlphabet Inc	0.1%	0.1%	1,737	-1.0%	$598K
VVisa Inc	0.1%	0.1%	1,594	+0.1%	$573K
AMDAdvanced Micro Devices Inc	0.1%	0.1%	848	-10.1%	$519K

What WestHill Financial Advisors, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

MSFT Microsoft Corp+69.2% shares
SCHI Schwab Strategic Tr+15.7% shares
AGG Ishares Tr+13.2% shares
PYLD Pimco ETF Tr+11.5% shares
FBND Fidelity Merrimack Str Tr+11.0% shares
MINT Pimco Enhanced Short Maturity Active Exc+8.0% shares
SCHR Schwab Strategic Tr+7.6% shares

Reduced

AMD Advanced Micro Devices Inc-10.1% shares
VTI Vanguard Index Fds-8.4% shares
TSLA Tesla Inc-6.0% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +8.8% /yr; S&P 500 +11.7%
3 years: +16.9% /yr; S&P 500 +22.3%
5 years: +5.9% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$596.6M	92
Q2 2026	$587.3M	82
Q1 2026	$523.0M	76
Q4 2025	$526.4M	81
Q3 2025	$510.3M	78
Q2 2025	$471.4M	72
Q1 2025	$437.1M	73
Q4 2024	$446.4M	78
Q3 2024	$445.8M	75
Q2 2024	$412.1M	70
Q1 2024	$406.6M	76
Q4 2023	$377.3M	75

Questions about WestHill Financial Advisors, Inc.'s portfolio

What stocks does WestHill Financial Advisors, Inc. own?

WestHill Financial Advisors, Inc.'s latest 13F, for Q3 2026 and filed Oct 14, 2026, lists 92 positions worth $596.6M. The largest are Vanguard Index Fds (VOO) at 17.8%, Vanguard Scottsdale Fds (VONG) at 14.1%, Vanguard Scottsdale Fds (VONV) at 13.1%, Vanguard Ftse Developed Markets Index Fu (VEA) at 12.9% and Fidelity Merrimack Str Tr (FBND) at 7.4%.

What did WestHill Financial Advisors, Inc. buy last quarter?

In Q3 2026, WestHill Financial Advisors, Inc. added Microsoft Corp (MSFT) (+69.2% shares), Schwab Strategic Tr (SCHI) (+15.7% shares) and Ishares Tr (AGG) (+13.2% shares), compared with its Q2 2026 filing.

What did WestHill Financial Advisors, Inc. sell last quarter?

In Q3 2026, WestHill Financial Advisors, Inc. cut from its top 50 Dimensional ETF Trust (DFAC), cut from its top 50 Caterpillar Inc (CAT), cut from its top 50 Western Alliance Bancorp (WAL), cut from its top 50 Cisco Sys Inc (CSCO), cut from its top 50 Abbvie Inc (ABBV), Advanced Micro Devices Inc (AMD) (-10.1% shares), Vanguard Index Fds (VTI) (-8.4% shares) and Tesla Inc (TSLA) (-6.0% shares), compared with its Q2 2026 filing.

How has WestHill Financial Advisors, Inc.'s portfolio performed?

A portfolio copying WestHill Financial Advisors, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.9% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +8.8% against +11.7%. Over 5 years: +5.9% a year against +10.6%.

When is WestHill Financial Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. WestHill Financial Advisors, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does WestHill Financial Advisors, Inc. manage?

WestHill Financial Advisors, Inc. reported $789.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $596.6M.