WestHill Financial Advisors, Inc.

Q1 2026 13F-HR Holdings

Location
San Rafael, CA
Holdings as of
3/31/2026
Date filed
4/9/2026
Form type
13F-HR
Num holdings
76
Total value ($000)
$522,951
Net value change ($000)
-3,489 (-0.7%)
New positions
3
Sold out positions
8
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FBND 2,248 5.8%
SCHR 2,197 7.7%
VONV 924 1.3%
VEA 722 1.0%
SCHI 646 4.7%
AMZN 639 31.0%
MINT 472 6.3%
IWS 411 3.9%
VNQ 393 5.7%
VTWV 275 2.9%
Top Reduces (Value $000, Stocks/ETFs)
VONG -4,350 -5.7%
VOO -3,039 -3.2%
AAPL -940 -9.0%
MSFT -799 -25.3%
NRIX -792 -18.3%
TSLA -363 -23.7%
ACN -288 -26.7%
FICO -277 -100.0%
IVV -268 -6.4%
QCOM -252 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type