WestHill Financial Advisors, Inc.

Q2 2026 13F-HR Holdings

Location
San Rafael, CA
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
82
Total value ($000)
$587,308
Net value change ($000)
+64,357 (12.3%)
New positions
9
Sold out positions
3
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VOO 13,608 14.7%
VONG 11,915 16.6%
VONV 9,383 13.3%
VEA 7,848 11.2%
VTWG 2,389 25.0%
TCBK 1,936 NEW
NRIX 1,758 49.7%
VWO 1,639 10.7%
VTWV 1,589 16.3%
IWP 1,571 14.7%
Top Reduces (Value $000, Stocks/ETFs)
XOM -497 -100.0%
ACN -309 -39.0%
SLV -225 -100.0%
CVX -206 -19.9%
VZ -203 -100.0%
CAT -104 -10.4%
COST -90 -7.7%
GLD -57 -15.6%
MRSH -46 -4.0%
SCHW -44 -17.5%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type