WestHill Financial Advisors, Inc.

Est. AUM

$523.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$92.3M	154531	17.66%	SOLE
2	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$71.8M	654798	13.73%	SOLE
3	VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$70.3M	749976	13.44%	SOLE
4	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$70.1M	1094065	13.41%	SOLE
5	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$40.8M	895365	7.81%	SOLE
6	SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$30.8M	1234746	5.88%	SOLE
7	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$15.3M	282811	2.92%	SOLE
8	SCHWAB STRATEGIC TR	5 10YR CORP BD	$14.3M	632171	2.74%	SOLE
9	ISHARES TR	RUS MDCP VAL ETF	$11.0M	75215	2.10%	SOLE
10	ISHARES TR	RUS MD CP GR ETF	$10.7M	83417	2.04%	SOLE
11	VANGUARD SCOTTSDALE FDS	VNG RUS2000VAL	$9.7M	58233	1.86%	SOLE
12	VANGUARD SCOTTSDALE FDS	VNG RUS2000GRW	$9.6M	41701	1.83%	SOLE
13	APPLE INC	COM	$9.5M	37508	1.82%	SOLE
14	PIMCO ETF TR	ENHAN SHRT MA AC	$8.0M	79703	1.53%	SOLE
15	VANGUARD INDEX FDS	REAL ESTATE ETF	$7.3M	82390	1.40%	SOLE
16	ISHARES TR	CORE S&P500 ETF	$3.9M	5953	0.74%	SOLE
17	NURIX THERAPEUTICS INC	COM	$3.5M	228333	0.68%	SOLE
18	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$3.4M	86551	0.64%	SOLE
19	AMAZON COM INC	COM	$2.7M	12971	0.52%	SOLE
20	MICROSOFT CORP	COM	$2.4M	6376	0.45%	SOLE
21	ISHARES TR	RUS 1000 VAL ETF	$2.1M	9980	0.41%	SOLE
22	ISHARES TR	CORE US AGGBD ET	$1.7M	17437	0.33%	SOLE
23	ISHARES TR	RUS MID CAP ETF	$1.7M	17146	0.32%	SOLE
24	NVIDIA CORPORATION	COM	$1.6M	9098	0.30%	SOLE
25	VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$1.5M	14881	0.29%	SOLE
26	ISHARES TR	RUS 1000 GRW ETF	$1.2M	2830	0.23%	SOLE
27	COSTCO WHOLESALE CORPORATION	COM	$1.2M	1171	0.22%	SOLE
28	TESLA INC	COM	$1.2M	3137	0.22%	SOLE
29	MARSH & MCLENNAN COS INC	COM	$1.2M	6709	0.22%	SOLE
30	PIMCO ETF TR	MULTISECTOR BD	$1.2M	44016	0.22%	SOLE
31	CHEVRON CORPORATION	COM	$1.0M	4996	0.20%	SOLE
32	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$1.0M	14223	0.19%	SOLE
33	CATERPILLAR INC	COM	$1.0M	1411	0.19%	SOLE
34	JPMORGAN CHASE & CO	COM	$942K	3204	0.18%	SOLE
35	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$909K	1897	0.17%	SOLE
36	ALPHABET INC	CAP STK CL C	$818K	2853	0.16%	SOLE
37	VANGUARD INDEX FDS	TOTAL STK MKT	$796K	2480	0.15%	SOLE
38	ACCENTURE PLC IRELAND	SHS CLASS A	$792K	3995	0.15%	SOLE
39	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$747K	15411	0.14%	SOLE
40	SCHWAB STRATEGIC TR	US LRG CAP ETF	$715K	27900	0.14%	SOLE
41	INVESCO QQQ TR	UNIT SER 1	$592K	1025	0.11%	SOLE
42	WESTERN ALLIANCE BANCORP	COM	$542K	7647	0.10%	SOLE
43	ISHARES TR	MSCI EAFE ETF	$538K	5544	0.10%	SOLE
44	STATE STR SPDR S&P 500 ETF T	TR UNIT	$504K	774	0.10%	SOLE
45	EXXON MOBIL CORP	COM	$497K	2927	0.10%	SOLE
46	ALPHABET INC	CAP STK CL A	$495K	1722	0.09%	SOLE
47	ABBVIE INC	COM	$469K	2157	0.09%	SOLE
48	VISA INC	COM CL A	$465K	1540	0.09%	SOLE
49	UNITED PARCEL SVCS INC	CL B	$440K	4468	0.08%	SOLE
50	META PLATFORMS INC	CL A	$435K	761	0.08%	SOLE

1–50 of 76

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.