Westhill Financial Advisors, Inc. Top Holdings and 13F Report (2026) About Westhill Financial Advisors, Inc.Investment ActivityWesthill Financial Advisors, Inc. has $596.55 million in total holdings as of September 30, 2026.Westhill Financial Advisors, Inc. owns shares of 92 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 4.07% of the portfolio was purchased this quarter.About 2.31% of the portfolio was sold this quarter.This quarter, Westhill Financial Advisors, Inc. has purchased 82 new stocks and bought additional shares in 19 stocks.Westhill Financial Advisors, Inc. sold shares of 37 stocks and completely divested from 7 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $106,100,212Vanguard Russell 1000 Growth ETF $84,131,539Vanguard Russell 1000 Value ETF $78,159,232Vanguard FTSE Developed Markets ETF $77,040,517Fidelity Total Bond ETF $43,971,144 Largest New Holdings this Quarter 46436E569 - iShares ESG Select Screened S&P 500 ETF $1,610,421 Holding46436E239 - iShares ESG Aware MSCI USA Growth ETF $1,445,665 Holding46436E221 - iShares ESG Aware MSCI USA Value ETF $1,377,735 Holding46435G516 - iShares ESG Aware MSCI EAFE ETF $1,218,257 Holding46435U549 - iShares ESG Aware U.S. Aggregate Bond ETF $1,105,593 Holding Largest Purchases this Quarter Fidelity Total Bond ETF 100,518 shares (about $4.35M)Schwab Intermediate-Term U.S. Treasury ETF 98,477 shares (about $2.33M)Microsoft 4,335 shares (about $2.22M)Schwab 5-10 Year Corporate Bond ETF 102,666 shares (about $2.20M)iShares ESG Select Screened S&P 500 ETF 27,623 shares (about $1.61M) Largest Sales this Quarter Vanguard Russell 1000 Value ETF 30,523 shares (about $3.32M)Vanguard S&P 500 ETF 2,874 shares (about $2.01M)Caterpillar 479 shares (about $388.37K)Vanguard Russell 1000 Growth ETF 2,651 shares (about $341.79K)Western Alliance Bancorporation 3,824 shares (about $287.18K) 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$106,100,212$2,014,268 ▼-1.9%151,38617.8%ETFVONGVanguard Russell 1000 Growth ETF$84,131,539$341,793 ▼-0.4%652,53714.1%ETFVONVVanguard Russell 1000 Value ETF$78,159,232$3,317,851 ▼-4.1%719,03613.1%ETFVEAVanguard FTSE Developed Markets ETF$77,040,517$215,572 ▼-0.3%1,091,07112.9%ETFFBNDFidelity Total Bond ETF$43,971,144$4,352,429 ▲11.0%1,015,5007.4%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$32,909,346$2,333,905 ▲7.6%1,388,5805.5%ETFVWOVanguard FTSE Emerging Markets ETF$17,075,361$257,999 ▲1.5%287,9002.9%ETFSCHISchwab 5-10 Year Corporate Bond ETF$16,180,646$2,201,160 ▲15.7%754,6942.7%ETFIWPiShares Russell Mid-Cap Growth ETF$11,903,029$375,730 ▲3.3%86,4542.0%ETFAAPLApple$11,835,677$245,106 ▼-2.0%35,5402.0%TechnologyIWSiShares Russell Mid-Cap Value ETF$11,794,768$257,344 ▼-2.1%73,3782.0%ETFVTWGVanguard Russell 2000 Growth ETF$10,657,257$157,652 ▼-1.5%40,8981.8%ETFVTWVVanguard Russell 2000 Value ETF$10,437,628$268,782 ▼-2.5%56,5021.7%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$8,901,059$658,902 ▲8.0%88,5241.5%ETFVNQVanguard Real Estate ETF$7,686,491$335,306 ▲4.6%85,7581.3%ETFMSFTMicrosoft$5,437,900$2,223,476 ▲69.2%10,6020.9%TechnologyNRIXNurix Therapeutics$4,939,575$237,100 ▼-4.6%208,3330.8%HealthcareIVViShares Core S&P 500 ETF$4,275,962$16,850 ▼-0.4%5,5830.7%ETFAMZNAmazon.com$3,106,153$49,083 ▼-1.6%12,4670.5%Consumer DiscretionaryIWDiShares Russell 1000 Value ETF$2,458,928$15,371 ▼-0.6%9,9180.4%ETFNVDANVIDIA$2,047,174$48,188 ▲2.4%8,9640.3%TechnologyAGGiShares Core U.S. Aggregate Bond ETF$1,874,823$218,104 ▲13.2%19,8310.3%ETFTCBKTriCo Bancshares$1,840,2810.0%35,9500.3%FinanceIWRiShares Russell Mid-Cap ETF$1,809,080$10,031 ▼-0.6%16,9530.3%ETFVTWOVanguard Russell 2000 ETF$1,620,961$36,590 ▼-2.2%14,4420.3%ETFXVViShares ESG Select Screened S&P 500 ETF$1,610,421$1,610,421 ▲New Holding27,6230.3%ETFEGUSiShares ESG Aware MSCI USA Growth ETF$1,445,665$1,445,665 ▲New Holding24,4570.2%ETFIWFiShares Russell 1000 Growth ETF$1,418,1300.0%11,3210.2%ETFEVUSiShares ESG Aware MSCI USA Value ETF$1,377,735$1,377,735 ▲New Holding37,9960.2%ETFPYLDPIMCO Multi Sector Bond Active ETF$1,247,081$128,626 ▲11.5%49,1170.2%ETFESGDiShares ESG Aware MSCI EAFE ETF$1,218,257$1,218,257 ▲New Holding11,8220.2%ETFDFUSDimensional U.S. Equity ETF$1,180,9360.0%14,2230.2%ETFMARSH & MCLENNAN COS INC$1,145,4280.0%6,7090.2%COMEAGGiShares ESG Aware U.S. Aggregate Bond ETF$1,105,593$1,105,593 ▲New Holding24,4330.2%ETFCOSTCostco Wholesale$1,052,050$4,550 ▲0.4%1,1560.2%Consumer StaplesJPMJPMorgan Chase & Co.$1,041,706$18,525 ▼-1.7%3,1490.2%FinanceTSLATesla$996,306$63,511 ▼-6.0%2,8080.2%Consumer DiscretionaryCVXChevron$987,020$33,084 ▼-3.2%4,8330.2%EnergyGOOGAlphabet$965,315$6,815 ▼-0.7%2,8330.2%Communication ServicesBRK.BBerkshire Hathaway$944,6110.0%1,8970.2%FinanceDFUVDimensional US Marketwide Value ETF$847,6050.0%15,4110.1%ETFVTIVanguard Total Stock Market ETF$841,459$77,109 ▼-8.4%2,2480.1%ETFSCHXSchwab US Large-Cap ETF$837,0000.0%27,9000.1%ETFACNAccenture$712,3920.0%3,8850.1%TechnologySPYSPDR S&P 500 ETF Trust$688,068$20,596 ▼-2.9%9020.1%ETFQQQInvesco QQQ$677,2390.0%9150.1%ETFMETAMeta Platforms$630,181$117,479 ▲22.9%8690.1%Communication ServicesGOOGLAlphabet$597,628$6,193 ▼-1.0%1,7370.1%Communication ServicesVVisa$572,693$359 ▲0.1%1,5940.1%FinanceAMDAdvanced Micro Devices$518,772$58,117 ▼-10.1%8480.1%TechnologyEFAiShares MSCI EAFE ETF$516,170$8,935 ▼-1.7%4,9680.1%ETFBANRBanner$512,6840.0%7,6520.1%FinanceCSCOCisco Systems$508,121$22,279 ▼-4.2%4,7210.1%TechnologyABBVAbbVie$506,700$55,980 ▼-9.9%1,9370.1%HealthcareLLYEli Lilly and Company$484,817$484,817 ▲New Holding4190.1%HealthcareSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$463,046$463,046 ▲New Holding18,9540.1%ETFEXXONMOBIL HOLDINGS CORP$459,119$459,119 ▲New Holding2,8210.1%COM SHSPHParker-Hannifin$457,646$1,911 ▲0.4%4790.1%IndustrialsXJHiShares ESG Select Screened S&P Mid-Cap ETF$431,410$431,410 ▲New Holding8,8440.1%ETFUPSUnited Parcel Service$422,314$4,578 ▲1.1%4,5200.1%IndustrialsPGProcter & Gamble$397,545$21,941 ▼-5.2%2,7360.1%Consumer StaplesHYXFiShares ESG Advanced High Yield Corporate Bond ETF$393,967$393,967 ▲New Holding8,7340.1%ETFAVGOBroadcom$392,9820.0%1,1190.1%TechnologyDHRDanaher$384,611$6,425 ▼-1.6%1,7360.1%HealthcareXJRiShares ESG Select Screened S&P Small-Cap ETF$374,137$374,137 ▲New Holding7,7500.1%ETFTMOThermo Fisher Scientific$368,577$675 ▲0.2%5460.1%HealthcareMCDMcDonald's$366,502$366,502 ▲New Holding1,5870.1%Consumer DiscretionaryESGEiShares ESG Aware MSCI EM ETF$355,235$355,235 ▲New Holding6,5590.1%ETFINTCIntel$324,2600.0%2,6970.1%TechnologyGLDSPDR Gold Shares$314,955$3,428 ▼-1.1%8270.1%ETFJNJJohnson & Johnson$308,687$9,001 ▼-2.8%1,1660.1%HealthcarePCGPacific Gas & Electric$306,746$12 ▲0.0%25,0410.1%UtilitiesIJHiShares Core S&P Mid-Cap ETF$297,467$4,749 ▼-1.6%4,1340.0%ETFVYMVanguard High Dividend Yield ETF$297,0530.0%1,9140.0%ETFCATCaterpillar$293,506$388,368 ▼-57.0%3620.0%IndustrialsWALWestern Alliance Bancorporation$287,107$287,182 ▼-50.0%3,8230.0%FinanceMPCMarathon Petroleum$283,912$283,912 ▲New Holding7180.0%EnergySTEWSRH Total Return Fund$280,8380.0%16,1680.0%FinanceSDYSPDR S&P Dividend ETF$266,8870.0%1,8220.0%ETFVSTVistra$266,3240.0%1,9250.0%UtilitiesQCOMQualcomm$249,214$15,461 ▼-5.8%1,3540.0%TechnologyGE VERNOVA INC$239,523$99,801 ▼-29.4%2520.0%COMDISWalt Disney$232,306$232,306 ▲New Holding2,2150.0%Communication ServicesGEGE Aerospace$232,255$4,683 ▲2.1%7440.0%IndustrialsTSMTaiwan Semiconductor Manufacturing$224,902$21,897 ▼-8.9%4930.0%TechnologyPDPInvesco Dorsey Wright Momentum ETF$224,645$8,269 ▼-3.6%1,6300.0%ETFMRKMerck & Co., Inc.$209,730$209,730 ▲New Holding1,4430.0%HealthcareVTVVanguard Value ETF$203,5470.0%9420.0%ETFPALANTIR TECHNOLOGIES INC$201,640$201,640 ▲New Holding1,0780.0%CL ASCHWCharles Schwab$201,344$18,571 ▼-8.4%2,0600.0%FinanceVCVInv Vk Ca Valu$107,0870.0%11,9250.0%FinanceCTMXCytomX Therapeutics$46,4630.0%17,0820.0%HealthcareDFACDimensional U.S. Core Equity 2 ETF$0$3,839,402 ▼-100.0%00.0%ETFIEIiShares 3-7 Year Treasury Bond ETF$0$363,390 ▼-100.0%00.0%ETFSANDISK CORP$0$243,289 ▼-100.0%00.0%COMDFATDimensional U.S. Targeted Value ETF$0$227,944 ▼-100.0%00.0%ETFNEARiShares Short Duration Bond Active ETF$0$225,994 ▼-100.0%00.0%ETFIJRiShares Core S&P Small-Cap ETF$0$208,208 ▼-100.0%00.0%ETFAMATApplied Materials$0$205,901 ▼-100.0%00.0%TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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