WestHill Financial Advisors, Inc.
CIK 0001759641
Annualised vol
1.22772%
Beta
0.058811
HHI
1010.26606
Top-10 weight
81.226951%
VaR 95%
0.117955%
VaR 99%
0.215856%
Max drawdown
1.681114%
Matched value
6.527621%
Returns of reported holdings
Loading returns…
Position changes vs prior quarter
What the latest 13F shows bought and sold against the quarter before, by share count.
| Ticker | Change | Shares now | Shares before | Share change % | Value now ($) |
|---|---|---|---|---|---|
| AAPL | REDUCED | 36,276 | 37,508 | -3.28% | 10,496,761 |
| NRIX | REDUCED | 218,333 | 228,333 | -4.38% | 5,296,759 |
| AMZN | REDUCED | 12,664 | 12,971 | -2.37% | 3,018,338 |
| MSFT | REDUCED | 6,267 | 6,376 | -1.71% | 2,337,810 |
| TCBK | NEW | 35,950 | - | - | 1,935,908 |
| NVDA | REDUCED | 8,753 | 9,098 | -3.79% | 1,751,353 |
| GOOGL | ADDED | 4,608 | 4,575 | 0.72% | 1,635,032 |
| TSLA | REDUCED | 2,987 | 3,137 | -4.78% | 1,256,332 |
| COST | REDUCED | 1,151 | 1,171 | -1.71% | 1,076,415 |
| JPM | ADDED | 3,205 | 3,204 | 0.03% | 1,049,219 |
| CAT | REDUCED | 841 | 1,411 | -40.4% | 895,581 |
| CVX | REDUCED | 4,995 | 4,996 | -0.02% | 827,948 |
| AMD | REDUCED | 943 | 1,232 | -23.46% | 547,798 |
| V | ADDED | 1,593 | 1,540 | 3.44% | 546,535 |
| ABBV | REDUCED | 2,151 | 2,157 | -0.28% | 541,278 |
| BANR | NEW | 7,652 | - | - | 508,399 |
| PH | ADDED | 477 | 475 | 0.42% | 466,563 |
| PG | ADDED | 2,887 | 2,834 | 1.87% | 423,346 |
| AVGO | REDUCED | 1,119 | 1,129 | -0.89% | 422,702 |
| PCG | ADDED | 25,040 | 24,536 | 2.05% | 421,180 |
| GEV | UNCHANGED | 357 | 357 | 0.0% | 419,425 |
| META | REDUCED | 707 | 761 | -7.1% | 398,246 |
| INTC | NEW | 2,697 | - | - | 376,582 |
| VST | REDUCED | 1,925 | 1,931 | -0.31% | 305,363 |
| JNJ | REDUCED | 1,200 | 1,218 | -1.48% | 304,764 |
| STEW | UNCHANGED | 16,168 | 16,168 | 0.0% | 289,407 |
| TMO | UNCHANGED | 545 | 545 | 0.0% | 273,241 |
| SNDK | NEW | 107 | - | - | 243,289 |
| SCHW | REDUCED | 2,250 | 2,686 | -16.23% | 207,608 |
| CTMX | UNCHANGED | 17,082 | 17,082 | 0.0% | 64,058 |
| VZ | CLOSED OUT | 0 | 4,048 | -100.0% | 0 |
Holdings (latest quarter)
| Ticker | Change | Issuer | Class | CUSIP | Value ($) | Weight % | Shares |
|---|---|---|---|---|---|---|---|
| - | VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 105,947,524 | 18.04 | 154260.0 | |
| - | VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | 83,739,569 | 14.26 | 655188.0 | |
| - | VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | 79,685,656 | 13.57 | 749559.0 | |
| - | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 77,956,333 | 13.27 | 1094124.0 | |
| - | FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | 41,622,525 | 7.09 | 914982.0 | |
| - | SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 | 31,813,940 | 5.42 | 1290103.0 | |
| - | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 16,925,090 | 2.88 | 283550.0 | |
| - | SCHWAB STRATEGIC TR | 5 10YR CORP BD | 808524698 | 14,761,907 | 2.51 | 652028.0 | |
| - | ISHARES TR | RUS MDCP VAL ETF | 464287473 | 12,341,623 | 2.1 | 74979.0 | |
| - | ISHARES TR | RUS MD CP GR ETF | 464287481 | 12,258,211 | 2.09 | 83725.0 | |
| - | VANGUARD SCOTTSDALE FDS | VNG RUS2000GRW | 92206C623 | 11,939,647 | 2.03 | 41503.0 | |
| - | VANGUARD SCOTTSDALE FDS | VNG RUS2000VAL | 92206C649 | 11,327,070 | 1.93 | 57957.0 | |
| AAPL | REDUCED | APPLE INC | COM | 037833100 | 10,496,761 | 1.79 | 36276.0 |
| - | PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | 8,263,467 | 1.41 | 81971.0 | |
| - | VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 7,908,912 | 1.35 | 82017.0 | |
| NRIX | REDUCED | NURIX THERAPEUTICS INC | COM | 67080M103 | 5,296,759 | 0.9 | 218333.0 |
| - | ISHARES TR | CORE S&P500 ETF | 464287200 | 4,197,745 | 0.71 | 5605.0 | |
| - | DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | 3,839,402 | 0.65 | 86551.0 | |
| AMZN | REDUCED | AMAZON COM INC | COM | 023135106 | 3,018,338 | 0.51 | 12664.0 |
| - | ISHARES TR | RUS 1000 VAL ETF | 464287598 | 2,419,410 | 0.41 | 9980.0 | |
| MSFT | REDUCED | MICROSOFT CORP | COM | 594918104 | 2,337,810 | 0.4 | 6267.0 |
| TCBK | NEW | TRICO BANCSHARES | COM | 896095106 | 1,935,908 | 0.33 | 35950.0 |
| - | ISHARES TR | RUS MID CAP ETF | 464287499 | 1,880,650 | 0.32 | 17047.0 | |
| - | VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 92206C664 | 1,793,116 | 0.31 | 14768.0 | |
| NVDA | REDUCED | NVIDIA CORPORATION | COM | 67066G104 | 1,751,353 | 0.3 | 8753.0 |
| - | ISHARES TR | CORE US AGGBD ET | 464287226 | 1,734,526 | 0.3 | 17524.0 | |
| - | ISHARES TR | RUS 1000 GRW ETF | 464287614 | 1,405,790 | 0.24 | 11321.0 | |
| TSLA | REDUCED | TESLA INC | COM | 88160R101 | 1,256,332 | 0.21 | 2987.0 |
| - | PIMCO ETF TR | MULTISECTOR BD | 72201R585 | 1,168,233 | 0.2 | 44051.0 | |
| - | DIMENSIONAL ETF TRUST | US EQUI MARK ETF | 25434V401 | 1,165,433 | 0.2 | 14223.0 | |
| - | MARSH & MCLENNAN COS INC | COM | 571748102 | 1,118,189 | 0.19 | 6709.0 | |
| COST | REDUCED | COSTCO WHOLESALE CORPORATION | COM | 22160K105 | 1,076,415 | 0.18 | 1151.0 |
| JPM | ADDED | JPMORGAN CHASE & CO | COM | 46625H100 | 1,049,219 | 0.18 | 3205.0 |
| GOOGL | ADDED | ALPHABET INC | CAP STK CL C | 02079K107 | 1,007,977 | 0.17 | 2853.0 |
| - | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 949,240 | 0.16 | 1897.0 | |
| - | VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 908,052 | 0.15 | 2454.0 | |
| CAT | REDUCED | CATERPILLAR INC | COM | 149123101 | 895,581 | 0.15 | 841.0 |
| - | DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | 847,759 | 0.14 | 15411.0 | |
| CVX | REDUCED | CHEVRON CORPORATION | COM | 166764100 | 827,948 | 0.14 | 4995.0 |
| - | SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 821,097 | 0.14 | 27900.0 | |
| - | STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | 693,921 | 0.12 | 929.0 | |
| - | INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 674,144 | 0.11 | 915.0 | |
| - | WESTERN ALLIANCE BANCORP | COM | 957638109 | 628,583 | 0.11 | 7647.0 | |
| GOOGL | ADDED | ALPHABET INC | CAP STK CL A | 02079K305 | 627,055 | 0.11 | 1755.0 |
| - | CISCO SYS INC | COM | 17275R102 | 578,843 | 0.1 | 4928.0 | |
| AMD | REDUCED | ADVANCED MICRO DEVICES INC | COM | 007903107 | 547,798 | 0.09 | 943.0 |
| V | ADDED | VISA INC | COM CL A | 92826C839 | 546,535 | 0.09 | 1593.0 |
| ABBV | REDUCED | ABBVIE INC | COM | 00287Y109 | 541,278 | 0.09 | 2151.0 |
| - | ISHARES TR | MSCI EAFE ETF | 464287465 | 525,054 | 0.09 | 5054.0 | |
| BANR | NEW | BANNER CORP | COM NEW | 06652V208 | 508,399 | 0.09 | 7652.0 |
| - | ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 483,449 | 0.08 | 3885.0 | |
| - | UNITED PARCEL SVCS INC | CL B | 911312106 | 480,623 | 0.08 | 4471.0 | |
| PH | ADDED | PARKER-HANNIFIN CORP | COM | 701094104 | 466,563 | 0.08 | 477.0 |
| PG | ADDED | PROCTER & GAMBLE CO | COM | 742718109 | 423,346 | 0.07 | 2887.0 |
| AVGO | REDUCED | BROADCOM INC | COM | 11135F101 | 422,702 | 0.07 | 1119.0 |
| PCG | ADDED | PG&E CORP | COM | 69331C108 | 421,180 | 0.07 | 25040.0 |
| GEV | UNCHANGED | GE VERNOVA INC | COM | 36828A101 | 419,425 | 0.07 | 357.0 |
| META | REDUCED | META PLATFORMS INC | CL A | 30303M102 | 398,246 | 0.07 | 707.0 |
| INTC | NEW | INTEL CORP | COM | 458140100 | 376,582 | 0.06 | 2697.0 |
| - | ISHARES TR | 3 7 YR TREAS BD | 464288661 | 363,390 | 0.06 | 3094.0 | |
| - | DANAHER CORP DEL | COM | 235851102 | 336,197 | 0.06 | 1765.0 | |
| - | ISHARES TR | CORE S&P MCP ETF | 464287507 | 323,889 | 0.06 | 4200.0 | |
| - | SPDR GOLD TR | GOLD SHS | 78463V107 | 307,966 | 0.05 | 836.0 | |
| VST | REDUCED | VISTRA CORP | COM | 92840M102 | 305,363 | 0.05 | 1925.0 |
| JNJ | REDUCED | JOHNSON & JOHNSON | COM | 478160104 | 304,764 | 0.05 | 1200.0 |
| - | VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 302,469 | 0.05 | 1914.0 | |
| STEW | UNCHANGED | SRH TOTAL RETURN FUND INC | COM | 101507101 | 289,407 | 0.05 | 16168.0 |
| - | SPDR SERIES TRUST | ST STR SP DIV | 78464A763 | 277,272 | 0.05 | 1822.0 | |
| TMO | UNCHANGED | THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 273,241 | 0.05 | 545.0 |
| - | GE AEROSPACE | COM NEW | 369604301 | 272,307 | 0.05 | 729.0 | |
| - | QUALCOMM INC | COM | 747525103 | 265,752 | 0.05 | 1438.0 | |
| - | TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 258,365 | 0.04 | 541.0 | |
| - | INVESCO EXCHANGE TRADED FD T | DORS WRI MOM ETF | 46137V837 | 256,408 | 0.04 | 1690.0 | |
| SNDK | NEW | SANDISK CORP | COM | 80004C200 | 243,289 | 0.04 | 107.0 |
| - | DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | 227,944 | 0.04 | 3261.0 | |
| - | ISHARES U S ETF TR | SHOR DURA BD ETF | 46431W507 | 225,994 | 0.04 | 4461.0 | |
| - | ISHARES TR | CORE S&P SCP ETF | 464287804 | 208,208 | 0.04 | 1404.0 | |
| SCHW | REDUCED | SCHWAB CHARLES CORP | COM | 808513105 | 207,608 | 0.04 | 2250.0 |
| - | APPLIED MATLS INC | COM | 038222105 | 205,901 | 0.04 | 285.0 | |
| - | VANGUARD INDEX FDS | VALUE ETF | 922908744 | 205,290 | 0.03 | 942.0 | |
| - | INVESCO CALIF VALUE MUN INCO | COM | 46132H106 | 128,671 | 0.02 | 11925.0 | |
| CTMX | UNCHANGED | CYTOMX THERAPEUTICS INC. | COM | 23284F105 | 64,058 | 0.01 | 17082.0 |
Quarterly portfolios
| Period | Filed | Value ($) | Positions | Vol % | Beta | Max DD % |
|---|---|---|---|---|---|---|
| 2026-06-30 | 2026-07-21 | 587,307,996 | 82 | 1.22772 | 0.058811 | 1.681114 |
| 2026-03-31 | 2026-04-09 | 522,951,237 | 76 | 1.221301 | 0.059214 | 1.756887 |
| 2025-12-31 | 2026-01-21 | 526,440,003 | 81 | 1.322983 | 0.063694 | 1.906147 |
| 2025-09-30 | 2025-10-14 | 510,268,114 | 78 | 1.242765 | 0.059704 | 1.787936 |
| 2025-03-31 | 2025-04-21 | 437,098,678 | 73 | 1.181079 | 0.055787 | 1.760759 |
| 2024-12-31 | 2025-01-31 | 446,415,765 | 78 | 1.405669 | 0.066383 | 2.030037 |