Westhill Financial Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 21, 2026, Westhill Financial Advisors, Inc. disclosed 82 stock positions valued at approximately $587.31M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD SCOTTSDALE FDS, and VANGUARD SCOTTSDALE FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 82
- Portfolio Value
- $587.31M
Holdings by Sector
Westhill Financial Advisors, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 18.04% | 154,260 | -271 | -0.18% | $105,947,524 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 14.26% | 655,188 | +390 | +0.06% | $83,739,569 |
| VANGUARD SCOTTSDALE FDS | VONV | Other | 13.57% | 749,559 | -417 | -0.06% | $79,685,656 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 13.27% | 1,094,124 | +59 | +0.01% | $77,956,333 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 7.09% | 914,982 | +19,617 | +2.19% | $41,622,525 |
| SCHWAB STRATEGIC TR | SCHR | Other | 5.42% | 1,290,103 | +55,357 | +4.48% | $31,813,940 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 2.88% | 283,550 | +739 | +0.26% | $16,925,090 |
| SCHWAB STRATEGIC TR | SCHI | Other | 2.51% | 652,028 | +19,857 | +3.14% | $14,761,907 |
| ISHARES TR | IWS | Other | 2.10% | 74,979 | -236 | -0.31% | $12,341,623 |
| ISHARES TR | IWP | Other | 2.09% | 83,725 | +308 | +0.37% | $12,258,211 |
| VANGUARD SCOTTSDALE FDS | VTWG | Other | 2.03% | 41,503 | -198 | -0.47% | $11,939,647 |
| VANGUARD SCOTTSDALE FDS | VTWV | Other | 1.93% | 57,957 | -276 | -0.47% | $11,327,070 |
| APPLE INC | AAPL | Technology | 1.79% | 36,276 | -1,232 | -3.28% | $10,496,761 |
| PIMCO ETF TR | MINT | Other | 1.41% | 81,971 | +2,268 | +2.85% | $8,263,467 |
| VANGUARD INDEX FDS | VNQ | Other | 1.35% | 82,017 | -373 | -0.45% | $7,908,912 |
| NURIX THERAPEUTICS INC | NRIX | Healthcare | 0.90% | 218,333 | -10,000 | -4.38% | $5,296,759 |
| ISHARES TR | IVV | Other | 0.71% | 5,605 | -348 | -5.85% | $4,197,745 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.65% | 86,551 | - | - | $3,839,402 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.51% | 12,664 | -307 | -2.37% | $3,018,338 |
| ISHARES TR | IWD | Other | 0.41% | 9,980 | - | - | $2,419,410 |
| MICROSOFT CORP | MSFT | Technology | 0.40% | 6,267 | -109 | -1.71% | $2,337,810 |
| TRICO BANCSHARES | TCBK | Financial Services | 0.33% | 35,950 | +35,950 | +100.00% | $1,935,908 |
| ISHARES TR | IWR | Other | 0.32% | 17,047 | -99 | -0.58% | $1,880,650 |
| VANGUARD SCOTTSDALE FDS | VTWO | Other | 0.31% | 14,768 | -113 | -0.76% | $1,793,116 |
| NVIDIA CORPORATION | NVDA | Technology | 0.30% | 8,753 | -345 | -3.79% | $1,751,353 |
| ISHARES TR | AGG | Other | 0.30% | 17,524 | +87 | +0.50% | $1,734,526 |
| ISHARES TR | IWF | Other | 0.24% | 11,321 | +8,491 | +300.04% | $1,405,790 |
| TESLA INC | TSLA | Consumer Cyclical | 0.21% | 2,987 | -150 | -4.78% | $1,256,332 |
| PIMCO ETF TR | PYLD | Other | 0.20% | 44,051 | +35 | +0.08% | $1,168,233 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.20% | 14,223 | - | - | $1,165,433 |
Showing 30 of 82 holdings in the latest reporting period.