Westhill Financial Advisors, Inc. Portfolio Stock Holdings
Westhill Financial Advisors, Inc. disclosed 76 stock positions valued at approximately $523.0 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 March 31, 2026 and was filed on April 9, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 76
- Portfolio Value
- $523.0M
Holdings by Sector
Westhill Financial Advisors, Inc. Portfolio Holdings in Q1 2026
76 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 17.66% | 154,531 | +2,443 | +1.61% | $92,339,888 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 13.73% | 654,798 | +29,129 | +4.66% | $71,824,813 |
| VANGUARD SCOTTSDALE FDS | VONV | Other | 13.44% | 749,976 | -1,690 | -0.22% | $70,302,788 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 13.41% | 1,094,065 | -16,638 | -1.50% | $70,107,654 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 7.81% | 895,365 | +56,989 | +6.80% | $40,846,545 |
| SCHWAB STRATEGIC TR | SCHR | Other | 5.88% | 1,234,746 | +95,937 | +8.42% | $30,757,523 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 2.92% | 282,811 | +3,574 | +1.28% | $15,285,913 |
| SCHWAB STRATEGIC TR | SCHI | Other | 2.74% | 632,171 | +36,069 | +6.05% | $14,337,647 |
| ISHARES TR | IWS | Other | 2.10% | 75,215 | +410 | +0.55% | $10,961,849 |
| ISHARES TR | IWP | Other | 2.04% | 83,417 | +6,996 | +9.15% | $10,687,407 |
| VANGUARD SCOTTSDALE FDS | VTWV | Other | 1.86% | 58,233 | -937 | -1.58% | $9,737,647 |
| VANGUARD SCOTTSDALE FDS | VTWG | Other | 1.83% | 41,701 | +705 | +1.72% | $9,551,141 |
| APPLE INC | AAPL | Technology | 1.82% | 37,508 | -965 | -2.51% | $9,519,155 |
| PIMCO ETF TR | MINT | Other | 1.53% | 79,703 | +4,521 | +6.01% | $8,015,699 |
| VANGUARD INDEX FDS | VNQ | Other | 1.40% | 82,390 | +4,247 | +5.43% | $7,308,017 |
| ISHARES TR | IVV | Other | 0.74% | 5,953 | -116 | -1.91% | $3,888,614 |
| NURIX THERAPEUTICS INC | NRIX | Healthcare | 0.68% | 228,333 | - | - | $3,539,162 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.64% | 86,551 | -287 | -0.33% | $3,363,372 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.52% | 12,971 | +4,038 | +45.20% | $2,701,470 |
| MICROSOFT CORP | MSFT | Technology | 0.45% | 6,376 | -156 | -2.39% | $2,360,052 |
| ISHARES TR | IWD | Other | 0.41% | 9,980 | -276 | -2.69% | $2,132,390 |
| ISHARES TR | AGG | Other | 0.33% | 17,437 | +560 | +3.32% | $1,730,971 |
| ISHARES TR | IWR | Other | 0.32% | 17,146 | -236 | -1.36% | $1,667,126 |
| NVIDIA CORPORATION | NVDA | Technology | 0.30% | 9,098 | -27 | -0.30% | $1,586,649 |
| VANGUARD SCOTTSDALE FDS | VTWO | Other | 0.29% | 14,881 | -682 | -4.38% | $1,490,616 |
| ISHARES TR | IWF | Other | 0.23% | 2,830 | -142 | -4.78% | $1,206,921 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.22% | 1,171 | -21 | -1.76% | $1,166,488 |
| TESLA INC | TSLA | Consumer Cyclical | 0.22% | 3,137 | -262 | -7.71% | $1,166,180 |
| MARSH & MCLENNAN COS INC | MMC | Financial Services | 0.22% | 6,709 | -22 | -0.33% | $1,163,676 |
| PIMCO ETF TR | PYLD | Other | 0.22% | 44,016 | +520 | +1.20% | $1,153,219 |
| CHEVRON CORPORATION | CVX | Energy | 0.20% | 4,996 | -334 | -6.27% | $1,033,570 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.19% | 14,223 | -479 | -3.26% | $1,008,553 |
| CATERPILLAR INC | CAT | Industrials | 0.19% | 1,411 | -25 | -1.74% | $999,637 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.18% | 3,204 | -5 | -0.16% | $942,443 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.17% | 1,897 | -2 | -0.11% | $909,042 |
| ALPHABET INC | GOOG | Communication Services | 0.16% | 2,853 | -78 | -2.66% | $818,305 |
| VANGUARD INDEX FDS | VTI | Other | 0.15% | 2,480 | -160 | -6.06% | $795,722 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.15% | 3,995 | -30 | -0.75% | $792,169 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.14% | 15,411 | -315 | -2.00% | $746,817 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.14% | 27,900 | -592 | -2.08% | $715,356 |
| INVESCO QQQ TR | QQQ | Other | 0.11% | 1,025 | +2 | +0.20% | $591,875 |
| WESTERN ALLIANCE BANCORP | WAL | Financial Services | 0.10% | 7,647 | +608 | +8.64% | $541,790 |
| ISHARES TR | EFA | Other | 0.10% | 5,544 | -78 | -1.39% | $538,450 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.10% | 774 | - | - | $503,513 |
| EXXON MOBIL CORP | XOM | Energy | 0.09% | 2,927 | +11 | +0.38% | $496,550 |
| ALPHABET INC | GOOGL | Communication Services | 0.09% | 1,722 | -16 | -0.92% | $495,307 |
| ABBVIE INC | ABBV | Healthcare | 0.09% | 2,157 | +34 | +1.60% | $469,126 |
| VISA INC | V | Financial Services | 0.09% | 1,540 | +1 | +0.06% | $465,461 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.08% | 4,468 | +2 | +0.04% | $439,605 |
| META PLATFORMS INC | META | Communication Services | 0.08% | 761 | -3 | -0.39% | $435,391 |
| PG&E CORP | PCG | Utilities | 0.08% | 24,536 | -153 | -0.62% | $431,104 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.08% | 475 | - | - | $425,239 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.08% | 2,834 | -22 | -0.77% | $409,277 |
| CISCO SYS INC | CSCO | Technology | 0.07% | 4,909 | -86 | -1.72% | $380,889 |
| ISHARES TR | IEI | Other | 0.07% | 3,094 | -5 | -0.16% | $366,948 |
| SPDR GOLD TR | GLD | Other | 0.07% | 848 | -8 | -0.93% | $364,886 |
| BROADCOM INC | AVGO | Technology | 0.07% | 1,129 | +1 | +0.09% | $349,437 |
| DANAHER CORP DEL | DHR | Healthcare | 0.06% | 1,736 | - | - | $329,146 |
| GE VERNOVA INC | GEV | Utilities | 0.06% | 357 | +3 | +0.85% | $311,625 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.06% | 1,218 | -84 | -6.45% | $297,728 |
| VISTRA CORP | VST | Utilities | 0.06% | 1,931 | -5 | -0.26% | $290,287 |
| ISHARES TR | IJH | Other | 0.05% | 4,212 | -184 | -4.19% | $284,432 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.05% | 1,914 | - | - | $283,463 |
| SRH TOTAL RETURN FUND INC | STEW | Financial Services | 0.05% | 16,168 | - | - | $276,473 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.05% | 545 | - | - | $267,884 |
| SPDR SERIES TRUST | SDY | Other | 0.05% | 1,822 | - | - | $265,903 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.05% | 2,686 | -383 | -12.48% | $252,430 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.05% | 1,232 | - | - | $250,626 |
| ISHARES U S ETF TR | NEAR | Other | 0.04% | 4,461 | -17 | -0.38% | $226,775 |
| ISHARES SILVER TR | SLV | Other | 0.04% | 3,302 | - | - | $224,998 |
| GE AEROSPACE | GE | Industrials | 0.04% | 728 | +12 | +1.68% | $206,726 |
| INVESCO EXCHANGE TRADED FD T | PDP | Other | 0.04% | 1,690 | +1,690 | +100.00% | $204,046 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.04% | 3,261 | +3,261 | +100.00% | $203,649 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.04% | 4,048 | +4,048 | +100.00% | $203,210 |
| INVESCO CALIF VALUE MUN INCO | VCV | Financial Services | 0.02% | 11,925 | - | - | $124,497 |
| CYTOMX THERAPEUTICS INC. | CTMX | Healthcare | 0.02% | 17,082 | - | - | $80,285 |