Westhill Financial Advisors, Inc. Top Holdings and 13F Report (2026) About Westhill Financial Advisors, Inc.Investment ActivityWesthill Financial Advisors, Inc. has $587.31 million in total holdings as of June 30, 2026.Westhill Financial Advisors, Inc. owns shares of 82 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 1.45% of the portfolio was purchased this quarter.About 0.60% of the portfolio was sold this quarter.This quarter, Westhill Financial Advisors, Inc. has purchased 76 new stocks and bought additional shares in 22 stocks.Westhill Financial Advisors, Inc. sold shares of 31 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $105,947,524Vanguard Russell 1000 Growth ETF $83,739,569Vanguard Russell 1000 Value ETF $79,685,656Vanguard FTSE Developed Markets ETF $77,956,333Fidelity Total Bond ETF $41,622,525 Largest New Holdings this Quarter 896095106 - TriCo Bancshares $1,935,908 Holding06652V208 - Banner $508,399 Holding458140100 - Intel $376,582 Holding747525103 - Qualcomm $265,752 Holding874039100 - Taiwan Semiconductor Manufacturing $258,365 Holding Largest Purchases this Quarter TriCo Bancshares 35,950 shares (about $1.94M)Schwab Intermediate-Term U.S. Treasury ETF 55,357 shares (about $1.37M)iShares Russell 1000 Growth ETF 8,491 shares (about $1.05M)Fidelity Total Bond ETF 19,617 shares (about $892.38K)Banner 7,652 shares (about $508.40K) Largest Sales this Quarter Caterpillar 570 shares (about $606.99K)Apple 1,232 shares (about $356.49K)iShares Core S&P 500 ETF 348 shares (about $260.63K)Nurix Therapeutics 10,000 shares (about $242.60K)Vanguard S&P 500 ETF 271 shares (about $186.13K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWesthill Financial Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$105,947,524$186,126 â–¼-0.2%154,26018.0%ETFVONGVanguard Russell 1000 Growth ETF$83,739,569$49,846 â–²0.1%655,18814.3%ETFVONVVanguard Russell 1000 Value ETF$79,685,656$44,331 â–¼-0.1%749,55913.6%ETFVEAVanguard FTSE Developed Markets ETF$77,956,333$4,204 â–²0.0%1,094,12413.3%ETFFBNDFidelity Total Bond ETF$41,622,525$892,377 â–²2.2%914,9827.1%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$31,813,940$1,365,104 â–²4.5%1,290,1035.4%ETFVWOVanguard FTSE Emerging Markets ETF$16,925,090$44,111 â–²0.3%283,5502.9%ETFSCHISchwab 5-10 Year Corporate Bond ETF$14,761,907$449,562 â–²3.1%652,0282.5%ETFIWSiShares Russell Mid-Cap Value ETF$12,341,623$38,846 â–¼-0.3%74,9792.1%ETFIWPiShares Russell Mid-Cap Growth ETF$12,258,211$45,094 â–²0.4%83,7252.1%ETFVTWGVanguard Russell 2000 Growth ETF$11,939,647$56,961 â–¼-0.5%41,5032.0%ETFVTWVVanguard Russell 2000 Value ETF$11,327,070$53,941 â–¼-0.5%57,9571.9%ETFAAPLApple$10,496,761$356,489 â–¼-3.3%36,2761.8%Computer and TechnologyMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$8,263,467$228,636 â–²2.8%81,9711.4%ETFVNQVanguard Real Estate ETF$7,908,912$35,968 â–¼-0.5%82,0171.3%ETFNRIXNurix Therapeutics$5,296,759$242,600 â–¼-4.4%218,3330.9%MedicalIVViShares Core S&P 500 ETF$4,197,745$260,627 â–¼-5.8%5,6050.7%ETFDFACDimensional U.S. Core Equity 2 ETF$3,839,4020.0%86,5510.7%ETFAMZNAmazon.com$3,018,338$73,170 â–¼-2.4%12,6640.5%Retail/WholesaleIWDiShares Russell 1000 Value ETF$2,419,4100.0%9,9800.4%ETFMSFTMicrosoft$2,337,810$40,661 â–¼-1.7%6,2670.4%Computer and TechnologyTCBKTriCo Bancshares$1,935,908$1,935,908 â–²New Holding35,9500.3%FinanceIWRiShares Russell Mid-Cap ETF$1,880,650$10,922 â–¼-0.6%17,0470.3%ETFVTWOVanguard Russell 2000 ETF$1,793,116$13,720 â–¼-0.8%14,7680.3%ETFNVDANVIDIA$1,751,353$69,030 â–¼-3.8%8,7530.3%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$1,734,526$8,611 â–²0.5%17,5240.3%FinanceIWFiShares Russell 1000 Growth ETF$1,405,790$1,054,374 â–²300.0%11,3210.2%ETFTSLATesla$1,256,332$63,090 â–¼-4.8%2,9870.2%Auto/Tires/TrucksPYLDPIMCO Multi Sector Bond Active ETF$1,168,233$928 â–²0.1%44,0510.2%ETFDFUSDimensional U.S. Equity ETF$1,165,4330.0%14,2230.2%ETFMARSH & MCLENNAN COS INC$1,118,1890.0%6,7090.2%COMCOSTCostco Wholesale$1,076,415$18,704 â–¼-1.7%1,1510.2%Retail/WholesaleJPMJPMorgan Chase & Co.$1,049,219$327 â–²0.0%3,2050.2%FinanceGOOGAlphabet$1,007,9770.0%2,8530.2%Computer and TechnologyBRK.BBerkshire Hathaway$949,2400.0%1,8970.2%FinanceVTIVanguard Total Stock Market ETF$908,052$9,621 â–¼-1.0%2,4540.2%ETFCATCaterpillar$895,581$606,993 â–¼-40.4%8410.2%IndustrialsDFUVDimensional US Marketwide Value ETF$847,7590.0%15,4110.1%ETFCVXChevron$827,948$166 â–¼0.0%4,9950.1%EnergySCHXSchwab US Large-Cap ETF$821,0970.0%27,9000.1%ETFSPYSPDR S&P 500 ETF Trust$693,921$115,778 â–²20.0%9290.1%FinanceQQQInvesco QQQ$674,144$81,045 â–¼-10.7%9150.1%FinanceWALWestern Alliance Bancorporation$628,5830.0%7,6470.1%FinanceGOOGLAlphabet$627,055$11,791 â–²1.9%1,7550.1%Computer and TechnologyCSCOCisco Systems$578,843$2,232 â–²0.4%4,9280.1%Computer and TechnologyAMDAdvanced Micro Devices$547,798$167,883 â–¼-23.5%9430.1%Computer and TechnologyVVisa$546,535$18,184 â–²3.4%1,5930.1%Business ServicesABBVAbbVie$541,278$1,510 â–¼-0.3%2,1510.1%MedicalEFAiShares MSCI EAFE ETF$525,054$50,906 â–¼-8.8%5,0540.1%FinanceBANRBanner$508,399$508,399 â–²New Holding7,6520.1%FinanceACNAccenture$483,449$13,688 â–¼-2.8%3,8850.1%Computer and TechnologyUPSUnited Parcel Service$480,623$322 â–²0.1%4,4710.1%TransportationPHParker-Hannifin$466,563$1,956 â–²0.4%4770.1%IndustrialsPGProcter & Gamble$423,346$7,772 â–²1.9%2,8870.1%Consumer StaplesAVGOBroadcom$422,702$3,777 â–¼-0.9%1,1190.1%Computer and TechnologyPCGPacific Gas & Electric$421,180$8,477 â–²2.1%25,0400.1%UtilitiesGE VERNOVA INC$419,4250.0%3570.1%COMMETAMeta Platforms$398,246$30,418 â–¼-7.1%7070.1%Computer and TechnologyINTCIntel$376,582$376,582 â–²New Holding2,6970.1%Computer and TechnologyIEIiShares 3-7 Year Treasury Bond ETF$363,3900.0%3,0940.1%ETFDHRDanaher$336,197$5,524 â–²1.7%1,7650.1%MedicalIJHiShares Core S&P Mid-Cap ETF$323,889$925 â–¼-0.3%4,2000.1%ETFGLDSPDR Gold Shares$307,966$4,421 â–¼-1.4%8360.1%FinanceVSTVistra$305,363$952 â–¼-0.3%1,9250.1%UtilitiesJNJJohnson & Johnson$304,764$4,571 â–¼-1.5%1,2000.1%MedicalVYMVanguard High Dividend Yield ETF$302,4690.0%1,9140.1%Financial ServicesSTEWSRH Total Return Fund$289,4070.0%16,1680.0%FinanceSDYSPDR S&P Dividend ETF$277,2720.0%1,8220.0%ETFTMOThermo Fisher Scientific$273,2410.0%5450.0%MedicalGEGE Aerospace$272,307$374 â–²0.1%7290.0%AerospaceQCOMQualcomm$265,752$265,752 â–²New Holding1,4380.0%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$258,365$258,365 â–²New Holding5410.0%Computer and TechnologyPDPInvesco Dorsey Wright Momentum ETF$256,4080.0%1,6900.0%ETFSANDISK CORP$243,289$243,289 â–²New Holding1070.0%COMDFATDimensional U.S. Targeted Value ETF$227,9440.0%3,2610.0%ETFNEARiShares Short Duration Bond Active ETF$225,9940.0%4,4610.0%ETFIJRiShares Core S&P Small-Cap ETF$208,208$208,208 â–²New Holding1,4040.0%ETFSCHWCharles Schwab$207,608$40,230 â–¼-16.2%2,2500.0%FinanceAMATApplied Materials$205,901$205,901 â–²New Holding2850.0%Computer and TechnologyVTVVanguard Value ETF$205,290$205,290 â–²New Holding9420.0%ETFVCVInv Vk Ca Valu$128,6710.0%11,9250.0%FinanceCTMXCytomX Therapeutics$64,0580.0%17,0820.0%MedicalXOMExxonMobil$0$496,550 â–¼-100.0%00.0%EnergySLViShares Silver Trust$0$224,998 â–¼-100.0%00.0%ETFVZVerizon Communications$0$203,210 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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