Westhill Financial Advisors, Inc. Portfolio Stock Holdings
Westhill Financial Advisors, Inc. disclosed 82 stock positions valued at approximately $587.3 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, VANGUARD SCOTTSDALE FDS, and VANGUARD SCOTTSDALE FDS. The filing reflects positions held as of June 30, 2026 and was filed on July 21, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 82
- Portfolio Value
- $587.3M
Holdings by Sector
Westhill Financial Advisors, Inc. Portfolio Holdings in Q2 2026
82 holdings in the latest reporting period.
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| 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 |
| MARSH & MCLENNAN COS INC | MMC | Financial Services | 0.19% | 6,709 | - | - | $1,118,189 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.18% | 1,151 | -20 | -1.71% | $1,076,415 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.18% | 3,205 | +1 | +0.03% | $1,049,219 |
| ALPHABET INC | GOOG | Communication Services | 0.17% | 2,853 | - | - | $1,007,977 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.16% | 1,897 | - | - | $949,240 |
| VANGUARD INDEX FDS | VTI | Other | 0.15% | 2,454 | -26 | -1.05% | $908,052 |
| CATERPILLAR INC | CAT | Industrials | 0.15% | 841 | -570 | -40.40% | $895,581 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.14% | 15,411 | - | - | $847,759 |
| CHEVRON CORPORATION | CVX | Energy | 0.14% | 4,995 | -1 | -0.02% | $827,948 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.14% | 27,900 | - | - | $821,097 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.12% | 929 | +155 | +20.03% | $693,921 |
| INVESCO QQQ TR | QQQ | Other | 0.11% | 915 | -110 | -10.73% | $674,144 |
| WESTERN ALLIANCE BANCORP | WAL | Financial Services | 0.11% | 7,647 | - | - | $628,583 |
| ALPHABET INC | GOOGL | Communication Services | 0.11% | 1,755 | +33 | +1.92% | $627,055 |
| CISCO SYS INC | CSCO | Technology | 0.10% | 4,928 | +19 | +0.39% | $578,843 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.09% | 943 | -289 | -23.46% | $547,798 |
| VISA INC | V | Financial Services | 0.09% | 1,593 | +53 | +3.44% | $546,535 |
| ABBVIE INC | ABBV | Healthcare | 0.09% | 2,151 | -6 | -0.28% | $541,278 |
| ISHARES TR | EFA | Other | 0.09% | 5,054 | -490 | -8.84% | $525,054 |
| BANNER CORP | BANR | Financial Services | 0.09% | 7,652 | +7,652 | +100.00% | $508,399 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.08% | 3,885 | -110 | -2.75% | $483,449 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.08% | 4,471 | +3 | +0.07% | $480,623 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.08% | 477 | +2 | +0.42% | $466,563 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.07% | 2,887 | +53 | +1.87% | $423,346 |
| BROADCOM INC | AVGO | Technology | 0.07% | 1,119 | -10 | -0.89% | $422,702 |
| PG&E CORP | PCG | Utilities | 0.07% | 25,040 | +504 | +2.05% | $421,180 |
| GE VERNOVA INC | GEV | Utilities | 0.07% | 357 | - | - | $419,425 |
| META PLATFORMS INC | META | Communication Services | 0.07% | 707 | -54 | -7.10% | $398,246 |
| INTEL CORP | INTC | Technology | 0.06% | 2,697 | +2,697 | +100.00% | $376,582 |
| ISHARES TR | IEI | Other | 0.06% | 3,094 | - | - | $363,390 |
| DANAHER CORP DEL | DHR | Healthcare | 0.06% | 1,765 | +29 | +1.67% | $336,197 |
| ISHARES TR | IJH | Other | 0.06% | 4,200 | -12 | -0.28% | $323,889 |
| SPDR GOLD TR | GLD | Other | 0.05% | 836 | -12 | -1.42% | $307,966 |
| VISTRA CORP | VST | Utilities | 0.05% | 1,925 | -6 | -0.31% | $305,363 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.05% | 1,200 | -18 | -1.48% | $304,764 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.05% | 1,914 | - | - | $302,469 |
| SRH TOTAL RETURN FUND INC | STEW | Financial Services | 0.05% | 16,168 | - | - | $289,407 |
| SPDR SERIES TRUST | SDY | Other | 0.05% | 1,822 | - | - | $277,272 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.05% | 545 | - | - | $273,241 |
| GE AEROSPACE | GE | Industrials | 0.05% | 729 | +1 | +0.14% | $272,307 |
| QUALCOMM INC | QCOM | Technology | 0.05% | 1,438 | -37 | -2.51% | $265,752 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.04% | 541 | +541 | +100.00% | $258,365 |
| INVESCO EXCHANGE TRADED FD T | PDP | Other | 0.04% | 1,690 | - | - | $256,408 |
| SANDISK CORP | SNDK | Other | 0.04% | 107 | +107 | +100.00% | $243,289 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.04% | 3,261 | - | - | $227,944 |
| ISHARES U S ETF TR | NEAR | Other | 0.04% | 4,461 | - | - | $225,994 |
| ISHARES TR | IJR | Other | 0.04% | 1,404 | +1,404 | +100.00% | $208,208 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.04% | 2,250 | -436 | -16.23% | $207,608 |
| APPLIED MATLS INC | AMAT | Technology | 0.04% | 285 | +285 | +100.00% | $205,901 |
| VANGUARD INDEX FDS | VTV | Other | 0.03% | 942 | +942 | +100.00% | $205,290 |
| INVESCO CALIF VALUE MUN INCO | VCV | Financial Services | 0.02% | 11,925 | - | - | $128,671 |
| CYTOMX THERAPEUTICS INC. | CTMX | Healthcare | 0.01% | 17,082 | - | - | $64,058 |