Westhill Financial Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 14, 2026, Westhill Financial Advisors, Inc. disclosed 92 stock positions valued at approximately $596.55M as of quarter-end September 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD SCOTTSDALE FDS, and VANGUARD SCOTTSDALE FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 92
- Portfolio Value
- $596.55M
Holdings by Sector
Westhill Financial Advisors, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 17.79% | 151,386 | -2,874 | -1.86% | $106,100,212 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 14.10% | 652,537 | -2,651 | -0.40% | $84,131,539 |
| VANGUARD SCOTTSDALE FDS | VONV | Other | 13.10% | 719,036 | -30,523 | -4.07% | $78,159,232 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 12.91% | 1,091,071 | -3,053 | -0.28% | $77,040,517 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 7.37% | 1,015,500 | +100,518 | +10.99% | $43,971,144 |
| SCHWAB STRATEGIC TR | SCHR | Other | 5.52% | 1,388,580 | +98,477 | +7.63% | $32,909,346 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 2.86% | 287,900 | +4,350 | +1.53% | $17,075,361 |
| SCHWAB STRATEGIC TR | SCHI | Other | 2.71% | 754,694 | +102,666 | +15.75% | $16,180,646 |
| ISHARES TR | IWP | Other | 2.00% | 86,454 | +2,729 | +3.26% | $11,903,029 |
| APPLE INC | AAPL | Technology | 1.98% | 35,540 | -736 | -2.03% | $11,835,677 |
| ISHARES TR | IWS | Other | 1.98% | 73,378 | -1,601 | -2.14% | $11,794,768 |
| VANGUARD SCOTTSDALE FDS | VTWG | Other | 1.79% | 40,898 | -605 | -1.46% | $10,657,257 |
| VANGUARD SCOTTSDALE FDS | VTWV | Other | 1.75% | 56,502 | -1,455 | -2.51% | $10,437,628 |
| PIMCO ETF TR | MINT | Other | 1.49% | 88,524 | +6,553 | +7.99% | $8,901,059 |
| VANGUARD INDEX FDS | VNQ | Other | 1.29% | 85,758 | +3,741 | +4.56% | $7,686,491 |
| MICROSOFT CORP | MSFT | Technology | 0.91% | 10,602 | +4,335 | +69.17% | $5,437,900 |
| NURIX THERAPEUTICS INC | NRIX | Healthcare | 0.83% | 208,333 | -10,000 | -4.58% | $4,939,575 |
| ISHARES TR | IVV | Other | 0.72% | 5,583 | -22 | -0.39% | $4,275,962 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.52% | 12,467 | -197 | -1.56% | $3,106,153 |
| ISHARES TR | IWD | Other | 0.41% | 9,918 | -62 | -0.62% | $2,458,928 |
| NVIDIA CORPORATION | NVDA | Technology | 0.34% | 8,964 | +211 | +2.41% | $2,047,174 |
| ISHARES TR | AGG | Other | 0.31% | 19,831 | +2,307 | +13.16% | $1,874,823 |
| TRICO BANCSHARES | TCBK | Financial Services | 0.31% | 35,950 | - | - | $1,840,281 |
| ISHARES TR | IWR | Other | 0.30% | 16,953 | -94 | -0.55% | $1,809,080 |
| VANGUARD SCOTTSDALE FDS | VTWO | Other | 0.27% | 14,442 | -326 | -2.21% | $1,620,961 |
| ISHARES TR | XVV | Other | 0.27% | 27,623 | +27,623 | +100.00% | $1,610,421 |
| ISHARES TR | EGUS | Other | 0.24% | 24,457 | +24,457 | +100.00% | $1,445,665 |
| ISHARES TR | IWF | Other | 0.24% | 11,321 | - | - | $1,418,130 |
| ISHARES TR | EVUS | Other | 0.23% | 37,996 | +37,996 | +100.00% | $1,377,735 |
| PIMCO ETF TR | PYLD | Other | 0.21% | 49,117 | +5,066 | +11.50% | $1,247,081 |
Showing 30 of 92 holdings in the latest reporting period.