WestHill Financial Advisors, Inc. 13F Holdings · Q2 2026
WestHill Financial Advisors, Inc. reported 82 securities worth $587.31M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VOO (18.04%), VONG (14.26%), VONV (13.57%). Among its top 25 positions this quarter: 1 new, 9 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $105.9M | 18.04% | 154,260 | Trimmed |
| 2 | VONG | VANGUARD SCOTTSDALE FDS | $83.7M | 14.26% | 655,188 | Added |
| 3 | VONV | VANGUARD SCOTTSDALE FDS | $79.7M | 13.57% | 749,559 | Trimmed |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $78.0M | 13.27% | 1.1M | Added |
| 5 | FBND | FIDELITY MERRIMACK STR TR | $41.6M | 7.09% | 914,982 | Added |
| 6 | SCHR | SCHWAB STRATEGIC TR | $31.8M | 5.42% | 1.3M | Added |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $16.9M | 2.88% | 283,550 | Added |
| 8 | SCHI | SCHWAB STRATEGIC TR | $14.8M | 2.51% | 652,028 | Added |
| 9 | IWS | ISHARES TR | $12.3M | 2.10% | 74,979 | Trimmed |
| 10 | IWP | ISHARES TR | $12.3M | 2.09% | 83,725 | Added |
| 11 | VTWG | VANGUARD SCOTTSDALE FDS | $11.9M | 2.03% | 41,503 | Trimmed |
| 12 | VTWV | VANGUARD SCOTTSDALE FDS | $11.3M | 1.93% | 57,957 | Trimmed |
| 13 | AAPL | APPLE INC | $10.5M | 1.79% | 36,276 | Trimmed |
| 14 | MINT | PIMCO ETF TR | $8.3M | 1.41% | 81,971 | Added |
| 15 | VNQ | VANGUARD INDEX FDS | $7.9M | 1.35% | 82,017 | Trimmed |
| 16 | NRIX | NURIX THERAPEUTICS INC | $5.3M | 0.90% | 218,333 | Trimmed |
| 17 | IVV | ISHARES TR | $4.2M | 0.71% | 5,605 | Trimmed |
| 18 | DFAC | DIMENSIONAL ETF TRUST | $3.8M | 0.65% | 86,551 | Hold |
| 19 | AMZN | AMAZON COM INC | $3.0M | 0.51% | 12,664 | Trimmed |
| 20 | IWD | ISHARES TR | $2.4M | 0.41% | 9,980 | Hold |
| 21 | MSFT | MICROSOFT CORP | $2.3M | 0.40% | 6,267 | Trimmed |
| 22 | TCBK | TRICO BANCSHARES | $1.9M | 0.33% | 35,950 | New |
| 23 | IWR | ISHARES TR | $1.9M | 0.32% | 17,047 | Trimmed |
| 24 | VTWO | VANGUARD SCOTTSDALE FDS | $1.8M | 0.31% | 14,768 | Trimmed |
| 25 | AGG | ISHARES TR | $1.7M | 0.30% | 17,524 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR