Holders — by stockHoldings — by fund
WestHill Financial Advisors, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001759641
$587.3M
disclosed book value
82
positions
18%
largest position share
Positions, as of 2026-06-30
top 82 of 82 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 154,260 | $105.9M | 18% |
| 2 | VONGVANGUARD SCOTTSDALE FDS | 655,188 | $83.7M | 14.3% |
| 3 | VONVVANGUARD SCOTTSDALE FDS | 749,559 | $79.7M | 13.6% |
| 4 | VEAVANGUARD TAX-MANAGED FDS | 1.1M | $78.0M | 13.3% |
| 5 | FBNDFIDELITY MERRIMACK STR TR | 914,982 | $41.6M | 7.1% |
| 6 | SCHRSCHWAB STRATEGIC TR | 1.3M | $31.8M | 5.4% |
| 7 | VWOVANGUARD INTL EQUITY INDEX F | 283,550 | $16.9M | 2.9% |
| 8 | SCHISCHWAB STRATEGIC TR | 652,028 | $14.8M | 2.5% |
| 9 | IWSISHARES TR | 74,979 | $12.3M | 2.1% |
| 10 | IWPISHARES TR | 83,725 | $12.3M | 2.1% |
| 11 | VTWGVANGUARD SCOTTSDALE FDS | 41,503 | $11.9M | 2% |
| 12 | VTWVVANGUARD SCOTTSDALE FDS | 57,957 | $11.3M | 1.9% |
| 13 | AAPLAPPLE INC | 36,276 | $10.5M | 1.8% |
| 14 | MINTPIMCO ETF TR | 81,971 | $8.3M | 1.4% |
| 15 | VNQVANGUARD INDEX FDS | 82,017 | $7.9M | 1.3% |
| 16 | NRIXNURIX THERAPEUTICS INC | 218,333 | $5.3M | 0.9% |
| 17 | IVVISHARES TR | 5,605 | $4.2M | 0.7% |
| 18 | DFACDIMENSIONAL ETF TRUST | 86,551 | $3.8M | 0.7% |
| 19 | AMZNAMAZON COM INC | 12,664 | $3.0M | 0.5% |
| 20 | IWDISHARES TR | 9,980 | $2.4M | 0.4% |
| 21 | MSFTMICROSOFT CORP | 6,267 | $2.3M | 0.4% |
| 22 | TCBKTRICO BANCSHARES | 35,950 | $1.9M | 0.3% |
| 23 | IWRISHARES TR | 17,047 | $1.9M | 0.3% |
| 24 | VTWOVANGUARD SCOTTSDALE FDS | 14,768 | $1.8M | 0.3% |
| 25 | NVDANVIDIA CORPORATION | 8,753 | $1.8M | 0.3% |
| 26 | AGGISHARES TR | 17,524 | $1.7M | 0.3% |
| 27 | IWFISHARES TR | 11,321 | $1.4M | 0.2% |
| 28 | TSLATESLA INC | 2,987 | $1.3M | 0.2% |
| 29 | PYLDPIMCO ETF TR | 44,051 | $1.2M | 0.2% |
| 30 | DFUSDIMENSIONAL ETF TRUST | 14,223 | $1.2M | 0.2% |
| 31 | MRSHMARSH & MCLENNAN COS INC | 6,709 | $1.1M | 0.2% |
| 32 | COSTCOSTCO WHOLESALE CORPORATION | 1,151 | $1.1M | 0.2% |
| 33 | JPMJPMORGAN CHASE & CO | 3,205 | $1.0M | 0.2% |
| 34 | GOOGALPHABET INC | 2,853 | $1.0M | 0.2% |
| 35 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,897 | $949,240 | 0.2% |
| 36 | VTIVANGUARD INDEX FDS | 2,454 | $908,052 | 0.2% |
| 37 | CATCATERPILLAR INC | 841 | $895,581 | 0.2% |
| 38 | DFUVDIMENSIONAL ETF TRUST | 15,411 | $847,759 | 0.1% |
| 39 | CVXCHEVRON CORPORATION | 4,995 | $827,948 | 0.1% |
| 40 | SCHXSCHWAB STRATEGIC TR | 27,900 | $821,097 | 0.1% |
| 41 | SPYSTATE STR SPDR S&P 500 ETF T | 929 | $693,921 | 0.1% |
| 42 | QQQINVESCO QQQ TR | 915 | $674,144 | 0.1% |
| 43 | WALWESTERN ALLIANCE BANCORP | 7,647 | $628,583 | 0.1% |
| 44 | GOOGLALPHABET INC | 1,755 | $627,055 | 0.1% |
| 45 | CSCOCISCO SYS INC | 4,928 | $578,843 | 0.1% |
| 46 | AMDADVANCED MICRO DEVICES INC | 943 | $547,798 | 0.1% |
| 47 | VVISA INC | 1,593 | $546,535 | 0.1% |
| 48 | ABBVABBVIE INC | 2,151 | $541,278 | 0.1% |
| 49 | EFAISHARES TR | 5,054 | $525,054 | 0.1% |
| 50 | BANRBANNER CORP | 7,652 | $508,399 | 0.1% |
| 51 | ACNACCENTURE PLC IRELAND | 3,885 | $483,449 | 0.1% |
| 52 | UPSUNITED PARCEL SVCS INC | 4,471 | $480,623 | 0.1% |
| 53 | PHPARKER-HANNIFIN CORP | 477 | $466,563 | 0.1% |
| 54 | PGPROCTER & GAMBLE CO | 2,887 | $423,346 | 0.1% |
| 55 | AVGOBROADCOM INC | 1,119 | $422,702 | 0.1% |
| 56 | PCGPG&E CORP | 25,040 | $421,180 | 0.1% |
| 57 | GEVGE VERNOVA INC | 357 | $419,425 | 0.1% |
| 58 | METAMETA PLATFORMS INC | 707 | $398,246 | 0.1% |
| 59 | INTCINTEL CORP | 2,697 | $376,582 | 0.1% |
| 60 | IEIISHARES TR | 3,094 | $363,390 | 0.1% |
| 61 | DHRDANAHER CORP DEL | 1,765 | $336,197 | 0.1% |
| 62 | IJHISHARES TR | 4,200 | $323,889 | 0.1% |
| 63 | GLDSPDR GOLD TR | 836 | $307,966 | 0.1% |
| 64 | VSTVISTRA CORP | 1,925 | $305,363 | 0.1% |
| 65 | JNJJOHNSON & JOHNSON | 1,200 | $304,764 | 0.1% |
| 66 | VYMVANGUARD WHITEHALL FDS | 1,914 | $302,469 | 0.1% |
| 67 | STEWSRH TOTAL RETURN FUND INC | 16,168 | $289,407 | 0% |
| 68 | SDYSPDR SERIES TRUST | 1,822 | $277,272 | 0% |
| 69 | TMOTHERMO FISHER SCIENTIFIC INC | 545 | $273,241 | 0% |
| 70 | GEGE AEROSPACE | 729 | $272,307 | 0% |
| 71 | QCOMQUALCOMM INC | 1,438 | $265,752 | 0% |
| 72 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 541 | $258,365 | 0% |
| 73 | PDPINVESCO EXCHANGE TRADED FD T | 1,690 | $256,408 | 0% |
| 74 | SNDKSANDISK CORP | 107 | $243,289 | 0% |
| 75 | DFATDIMENSIONAL ETF TRUST | 3,261 | $227,944 | 0% |
| 76 | NEARISHARES U S ETF TR | 4,461 | $225,994 | 0% |
| 77 | IJRISHARES TR | 1,404 | $208,208 | 0% |
| 78 | SCHWSCHWAB CHARLES CORP | 2,250 | $207,608 | 0% |
| 79 | AMATAPPLIED MATLS INC | 285 | $205,901 | 0% |
| 80 | VTVVANGUARD INDEX FDS | 942 | $205,290 | 0% |
| 81 | VCVINVESCO CALIF VALUE MUN INCO | 11,925 | $128,671 | 0% |
| 82 | CTMXCYTOMX THERAPEUTICS INC. | 17,082 | $64,058 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.