Westhill Financial Advisors, Inc. Top Holdings and 13F Report (2026) About Westhill Financial Advisors, Inc.Investment ActivityWesthill Financial Advisors, Inc. has $522.95 million in total holdings as of March 31, 2026.Westhill Financial Advisors, Inc. owns shares of 76 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 2.71% of the portfolio was purchased this quarter.About 0.82% of the portfolio was sold this quarter.This quarter, Westhill Financial Advisors, Inc. has purchased 81 new stocks and bought additional shares in 23 stocks.Westhill Financial Advisors, Inc. sold shares of 38 stocks and completely divested from 8 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $92,339,888Vanguard Russell 1000 Growth ETF $71,824,813Vanguard Russell 1000 Value ETF $70,302,788Vanguard FTSE Developed Markets ETF $70,107,654Fidelity Total Bond ETF $40,846,545 Largest New Holdings this Quarter 46137V837 - Invesco Dorsey Wright Momentum ETF $204,046 Holding25434V609 - Dimensional U.S. Targeted Value ETF $203,649 Holding92343V104 - Verizon Communications $203,210 Holding Largest Purchases this Quarter Vanguard Russell 1000 Growth ETF 29,129 shares (about $3.20M)Fidelity Total Bond ETF 56,989 shares (about $2.60M)Schwab Intermediate-Term U.S. Treasury ETF 95,937 shares (about $2.39M)Vanguard S&P 500 ETF 2,443 shares (about $1.46M)iShares Russell Mid-Cap Growth ETF 6,996 shares (about $896.33K) Largest Sales this Quarter Vanguard FTSE Developed Markets ETF 16,638 shares (about $1.07M)Apple 965 shares (about $244.91K)Vanguard Russell 1000 Value ETF 1,690 shares (about $158.42K)Vanguard Russell 2000 Value ETF 937 shares (about $156.68K)Tesla 262 shares (about $97.40K) 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$92,339,888$1,459,813 ▲1.6%154,53117.7%ETFVONGVanguard Russell 1000 Growth ETF$71,824,813$3,195,161 ▲4.7%654,79813.7%ETFVONVVanguard Russell 1000 Value ETF$70,302,788$158,421 ▼-0.2%749,97613.4%ETFVEAVanguard FTSE Developed Markets ETF$70,107,654$1,066,163 ▼-1.5%1,094,06513.4%ETFFBNDFidelity Total Bond ETF$40,846,545$2,599,838 ▲6.8%895,3657.8%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$30,757,523$2,389,791 ▲8.4%1,234,7465.9%ETFVWOVanguard FTSE Emerging Markets ETF$15,285,913$193,174 ▲1.3%282,8112.9%ETFSCHISchwab 5-10 Year Corporate Bond ETF$14,337,647$818,045 ▲6.1%632,1712.7%ETFIWSiShares Russell Mid-Cap Value ETF$10,961,849$59,753 ▲0.5%75,2152.1%ETFIWPiShares Russell Mid-Cap Growth ETF$10,687,407$896,329 ▲9.2%83,4172.0%ETFVTWVVanguard Russell 2000 Value ETF$9,737,647$156,684 ▼-1.6%58,2331.9%ETFVTWGVanguard Russell 2000 Growth ETF$9,551,141$161,472 ▲1.7%41,7011.8%ETFAAPLApple$9,519,155$244,907 ▼-2.5%37,5081.8%Computer and TechnologyMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$8,015,699$454,675 ▲6.0%79,7031.5%ETFVNQVanguard Real Estate ETF$7,308,017$376,710 ▲5.4%82,3901.4%ETFIVViShares Core S&P 500 ETF$3,888,614$75,773 ▼-1.9%5,9530.7%ETFNRIXNurix Therapeutics$3,539,1620.0%228,3330.7%MedicalDFACDimensional U.S. Core Equity 2 ETF$3,363,372$11,153 ▼-0.3%86,5510.6%ETFAMZNAmazon.com$2,701,470$840,994 ▲45.2%12,9710.5%Retail/WholesaleMSFTMicrosoft$2,360,052$57,743 ▼-2.4%6,3760.5%Computer and TechnologyIWDiShares Russell 1000 Value ETF$2,132,390$58,972 ▼-2.7%9,9800.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,730,971$55,591 ▲3.3%17,4370.3%FinanceIWRiShares Russell Mid-Cap ETF$1,667,126$22,947 ▼-1.4%17,1460.3%ETFNVDANVIDIA$1,586,649$4,709 ▼-0.3%9,0980.3%Computer and TechnologyVTWOVanguard Russell 2000 ETF$1,490,616$68,315 ▼-4.4%14,8810.3%ETFIWFiShares Russell 1000 Growth ETF$1,206,921$60,559 ▼-4.8%2,8300.2%ETFCOSTCostco Wholesale$1,166,488$20,919 ▼-1.8%1,1710.2%Retail/WholesaleTSLATesla$1,166,180$97,399 ▼-7.7%3,1370.2%Auto/Tires/TrucksMARSH & MCLENNAN COS INC$1,163,676$3,816 ▼-0.3%6,7090.2%COMPYLDPIMCO Multi Sector Bond Active ETF$1,153,219$13,624 ▲1.2%44,0160.2%ETFCVXChevron$1,033,570$69,098 ▼-6.3%4,9960.2%EnergyDFUSDimensional U.S. Equity ETF$1,008,553$33,966 ▼-3.3%14,2230.2%ETFCATCaterpillar$999,637$17,711 ▼-1.7%1,4110.2%IndustrialsJPMJPMorgan Chase & Co.$942,443$1,471 ▼-0.2%3,2040.2%FinanceBRK.BBerkshire Hathaway$909,042$958 ▼-0.1%1,8970.2%FinanceGOOGAlphabet$818,305$22,372 ▼-2.7%2,8530.2%Computer and TechnologyVTIVanguard Total Stock Market ETF$795,722$51,337 ▼-6.1%2,4800.2%ETFACNAccenture$792,169$5,949 ▼-0.7%3,9950.2%Computer and TechnologyDFUVDimensional US Marketwide Value ETF$746,817$15,265 ▼-2.0%15,4110.1%ETFSCHXSchwab US Large-Cap ETF$715,356$15,179 ▼-2.1%27,9000.1%ETFQQQInvesco QQQ$591,875$1,155 ▲0.2%1,0250.1%FinanceWALWestern Alliance Bancorporation$541,790$43,077 ▲8.6%7,6470.1%FinanceEFAiShares MSCI EAFE ETF$538,450$7,576 ▼-1.4%5,5440.1%FinanceSPYSPDR S&P 500 ETF Trust$503,5130.0%7740.1%FinanceXOMExxonMobil$496,550$1,866 ▲0.4%2,9270.1%EnergyGOOGLAlphabet$495,307$4,602 ▼-0.9%1,7220.1%Computer and TechnologyABBVAbbVie$469,126$7,395 ▲1.6%2,1570.1%MedicalVVisa$465,461$302 ▲0.1%1,5400.1%Business ServicesUPSUnited Parcel Service$439,605$197 ▲0.0%4,4680.1%TransportationMETAMeta Platforms$435,391$1,716 ▼-0.4%7610.1%Computer and TechnologyPCGPacific Gas & Electric$431,104$2,688 ▼-0.6%24,5360.1%UtilitiesPHParker-Hannifin$425,2390.0%4750.1%IndustrialsPGProcter & Gamble$409,277$3,177 ▼-0.8%2,8340.1%Consumer StaplesCSCOCisco Systems$380,889$6,673 ▼-1.7%4,9090.1%Computer and TechnologyIEIiShares 3-7 Year Treasury Bond ETF$366,948$593 ▼-0.2%3,0940.1%ETFGLDSPDR Gold Shares$364,886$3,442 ▼-0.9%8480.1%FinanceAVGOBroadcom$349,437$310 ▲0.1%1,1290.1%Computer and TechnologyDHRDanaher$329,1460.0%1,7360.1%MedicalGE VERNOVA INC$311,625$2,619 ▲0.8%3570.1%COMJNJJohnson & Johnson$297,728$20,533 ▼-6.5%1,2180.1%MedicalVSTVistra$290,287$752 ▼-0.3%1,9310.1%UtilitiesIJHiShares Core S&P Mid-Cap ETF$284,432$12,425 ▼-4.2%4,2120.1%ETFVYMVanguard High Dividend Yield ETF$283,4630.0%1,9140.1%ETFSTEWSRH Total Return Fund$276,4730.0%16,1680.1%FinanceTMOThermo Fisher Scientific$267,8840.0%5450.1%MedicalSDYSPDR S&P Dividend ETF$265,9030.0%1,8220.1%ETFSCHWCharles Schwab$252,430$35,994 ▼-12.5%2,6860.0%FinanceAMDAdvanced Micro Devices$250,6260.0%1,2320.0%Computer and TechnologyNEARiShares Short Duration Bond Active ETF$226,775$864 ▼-0.4%4,4610.0%ETFSLViShares Silver Trust$224,9980.0%3,3020.0%ETFGEGE Aerospace$206,726$3,408 ▲1.7%7280.0%AerospacePDPInvesco Dorsey Wright Momentum ETF$204,046$204,046 ▲New Holding1,6900.0%ETFDFATDimensional U.S. Targeted Value ETF$203,649$203,649 ▲New Holding3,2610.0%ETFVZVerizon Communications$203,210$203,210 ▲New Holding4,0480.0%Computer and TechnologyVCVInv Vk Ca Valu$124,4970.0%11,9250.0%FinanceCTMXCytomX Therapeutics$80,2850.0%17,0820.0%MedicalFICOFair Isaac$0$277,262 ▼-100.0%00.0%Computer and TechnologyQCOMQualcomm$0$252,321 ▼-100.0%00.0%Computer and TechnologyIAUiShares Gold Trust$0$247,081 ▼-100.0%00.0%FinanceORCLOracle$0$231,748 ▼-100.0%00.0%Computer and TechnologyPALANTIR TECHNOLOGIES INC$0$215,433 ▼-100.0%00.0%CL AMAZE THERAPEUTICS INC$0$214,856 ▼-100.0%00.0%COMAXPAmerican Express$0$209,022 ▼-100.0%00.0%FinanceABTAbbott Laboratories$0$207,053 ▼-100.0%00.0%MedicalShowing 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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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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