WestHill Financial Advisors, Inc. holds a concentrated book of 82 stocks worth $587.3M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2025 would be +11% (+13.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1759641/holdings"
Use Arkolith to show WestHill Financial Advisors, Inc.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning WestHill Financial Advisors, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
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, no cost basis
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.