WestHill Financial Advisors, Inc. holds a concentrated book of 82 reported positions worth $587.3M as of Q2 2026 (disclosed Jul 21, 2026, a ~21-day 13F lag). This quarter they opened Trico Bancshares and trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard S&P 500 ETF at 18% of the reported non-option book.
WestHill Financial Advisors, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
7% mapped to company sectors
+4 sectors below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as WestHill Financial Advisors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 9 / 80 | $4.4B |
| BlueSpruce Investments, LP | 9 / 80 | $640.1M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $448.5M |
| Hoffman, Alan N Investment Management | 10 / 80 | $162.3M |
| Swiss Re Ltd | 34 / 80 | $1.0B |
| Prospect Hill Management, LLC | 8 / 80 | $237.2M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
Ranked by the share of each fund's own book sitting in the names it shares with WestHill Financial Advisors, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $105.9M | 154.3K | 18.0% | ▼−0.2% Reduced · −271 sh | |
| 2 | Vanguard Scottsdale FDS VNG RUS1000GRW | $83.7M | 655.2K | 14.3% | ▲+0.1% Added · +390 sh | |
| 3 | Vanguard Scottsdale FDS VNG RUS1000VAL | $79.7M | 749.6K | 13.6% | ▼−0.1% Reduced · −417 sh | |
| 4 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $78.0M | 1.09M | 13.3% | ▲~0% Added · +59 sh | |
| 5 | Fidelity Merrimack STR TR TOTAL BD ETF | $41.6M | 915.0K | 7.1% | ▲+2.2% Added · +20K sh | |
| 6 | Schwab Strategic TR INT-TRM U.S TRES | $31.8M | 1.29M | 5.4% | ▲+4.5% Added · +55K sh | |
| 7 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $16.9M | 283.6K | 2.9% | ▲+0.3% Added · +739 sh | |
| 8 | Schwab Strategic TR 5 10YR CORP BD | $14.8M | 652.0K | 2.5% | ▲+3.1% Added · +20K sh | |
| 9 | Ishares TR RUS MDCP VAL ETF | $12.3M | 75.0K | 2.1% | ▼−0.3% Reduced · −236 sh | |
| 10 | Ishares TR RUS MD CP GR ETF | $12.3M | 83.7K | 2.1% | ▲+0.4% Added · +308 sh | |
| 11 | Vanguard Scottsdale FDS VNG RUS2000GRW | $11.9M | 41.5K | 2.0% | ▼−0.5% Reduced · −198 sh | |
| 12 | Vanguard Scottsdale FDS VNG RUS2000VAL | $11.3M | 58.0K | 1.9% | ▼−0.5% Reduced · −276 sh | |
| 13 | Apple Inc COM | $10.5M | 36.3K | 1.8% | ▼−3.3% Reduced · −1K sh | |
| 14 | Pimco ETF TR ENHAN SHRT MA AC | $8.3M | 82.0K | 1.4% | ▲+2.8% Added · +2K sh | |
| 15 | Vanguard Index FDS REAL ESTATE ETF | $7.9M | 82.0K | 1.3% | ▼−0.5% Reduced · −373 sh | |
| 16 | Nurix Therapeutics Inc COM | $5.3M | 218.3K | 0.9% | ▼−4.4% Reduced · −10K sh | |
| 17 | Ishares TR CORE S&P500 ETF | $4.2M | 5.6K | 0.7% | ▼−5.8% Reduced · −348 sh | |
| 18 | Dimensional ETF Trust US COR EQU 2 ETF | $3.8M | 86.6K | 0.7% | —Held | |
| 19 | Amazon Com Inc COM | $3.0M | 12.7K | 0.5% | ▼−2.4% Reduced · −307 sh | |
| 20 | Ishares TR RUS 1000 VAL ETF | $2.4M | 10.0K | 0.4% | —Held | |
| 21 | Microsoft Corp COM | $2.3M | 6.3K | 0.4% | ▼−1.7% Reduced · −109 sh | |
| 22 | Trico Bancshares COM | $1.9M | 36.0K | 0.3% | ▲New New position | |
| 23 | Ishares TR RUS MID CAP ETF | $1.9M | 17.0K | 0.3% | ▼−0.6% Reduced · −99 sh | |
| 24 | Vanguard Scottsdale FDS VNG RUS2000IDX | $1.8M | 14.8K | 0.3% | ▼−0.8% Reduced · −113 sh | |
| 25 | Nvidia Corporation COM | $1.8M | 8.8K | 0.3% | ▼−3.8% Reduced · −345 sh | |
| 26 | Ishares TR CORE US AGGBD ET | $1.7M | 17.5K | 0.3% | ▲+0.5% Added · +87 sh | |
| 27 | Ishares TR RUS 1000 GRW ETF | $1.4M | 11.3K | 0.2% | ▲+300% Added · +8K sh | |
| 28 | Tesla Inc COM | $1.3M | 3.0K | 0.2% | ▼−4.8% Reduced · −150 sh | |
| 29 | Pimco ETF TR MULTISECTOR BD | $1.2M | 44.1K | 0.2% | ▲+0.1% Added · +35 sh | |
| 30 | Dimensional ETF Trust US EQUI MARK ETF | $1.2M | 14.2K | 0.2% | —Held | |
| 31 | Marsh & McLennan Cos Inc COM | $1.1M | 6.7K | 0.2% | —Held | |
| 32 | Costco Wholesale Corporation COM | $1.1M | 1.2K | 0.2% | ▼−1.7% Reduced · −20 sh | |
| 33 | JPMorgan Chase & Co COM | $1.0M | 3.2K | 0.2% | ▲~0% Added · +1 sh | |
| 34 | Alphabet Inc CAP STK CL C | $1.0M | 2.9K | 0.2% | —Held | |
| 35 | Berkshire Hathaway Inc Del CL B NEW | $949K | 1.9K | 0.2% | —Held | |
| 36 | Vanguard Index FDS TOTAL STK MKT | $908K | 2.5K | 0.2% | ▼−1.0% Reduced · −26 sh | |
| 37 | Caterpillar Inc COM | $896K | 841 | 0.2% | ▼−40% Reduced · −570 sh | |
| 38 | Dimensional ETF Trust US MKTWIDE VALUE | $848K | 15.4K | 0.1% | —Held | |
| 39 | Chevron Corporation COM | $828K | 5.0K | 0.1% | ▼~0% Reduced · −1 sh | |
| 40 | Schwab Strategic TR US LRG CAP ETF | $821K | 27.9K | 0.1% | —Held | |
| 41 | State STR SPDR S&P 500 ETF T TR UNIT | $694K | 929 | 0.1% | ▲+20% Added · +155 sh | |
| 42 | Invesco QQQ TR UNIT SER 1 | $674K | 915 | 0.1% | ▼−11% Reduced · −110 sh | |
| 43 | Western Alliance Bancorp COM | $629K | 7.6K | 0.1% | —Held | |
| 44 | Alphabet Inc CAP STK CL A | $627K | 1.8K | 0.1% | ▲+1.9% Added · +33 sh | |
| 45 | Cisco Sys Inc COM | $579K | 4.9K | 0.1% | ▲+0.4% Added · +19 sh | |
| 46 | Advanced Micro Devices Inc COM | $548K | 943 | 0.1% | ▼−23% Reduced · −289 sh | |
| 47 | Visa Inc COM CL A | $547K | 1.6K | 0.1% | ▲+3.4% Added · +53 sh | |
| 48 | Abbvie Inc COM | $541K | 2.2K | 0.1% | ▼−0.3% Reduced · −6 sh | |
| 49 | Ishares TR MSCI EAFE ETF | $525K | 5.1K | 0.1% | ▼−8.8% Reduced · −490 sh | |
| 50 | Banner Corp COM NEW | $508K | 7.7K | 0.1% | ▲New New position |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.