WestHill Financial Advisors, Inc.

Q3 2026 13F-HR Holdings

Location
San Rafael, CA
Holdings as of
9/30/2026
Date filed
10/14/2026
Form type
13F-HR
Num holdings
92
Total value ($000)
$596,550
Net value change ($000)
+9,242 (1.6%)
New positions
17
Sold out positions
7
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 3,100 132.6%
FBND 2,348 5.6%
XVV 1,610 NEW
EGUS 1,446 NEW
SCHI 1,419 9.6%
EVUS 1,378 NEW
AAPL 1,339 12.8%
ESGD 1,218 NEW
EAGG 1,106 NEW
SCHR 1,095 3.4%
Top Reduces (Value $000, Stocks/ETFs)
DFAC -3,839 -100.0%
VONV -1,527 -1.9%
VTWG -1,283 -10.7%
VEA -915 -1.2%
VTWV -889 -7.8%
CAT -602 -67.2%
IWS -547 -4.4%
IEI -363 -100.0%
NRIX -357 -6.7%
IWP -355 -2.9%
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