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Portfolio (Quarterly) Guide ↗

WestHill Financial Advisors, Inc.

· CIK 0001759641
13F Portfolio $587M AUM 82 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 11 Added 21 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FBND FIDELITY MERRIMACK STR TR 914,982.0 $41.6M 7.09% +20K +2.2% $45.49 -1.3%
2 SCHR SCHWAB STRATEGIC TR 1,290,103.0 $31.8M 5.42% +55K +4.5% $24.66 -1.1%
3 SCHI SCHWAB STRATEGIC TR 652,028.0 $14.8M 2.51% +20K +3.1% $22.64 -2.0%
4 MINT PIMCO ETF TR 81,971.0 $8.3M 1.41% +2K +2.9% $100.81 -0.1%
5 IWF ISHARES TR 11,321.0 $1.4M 0.24% +8K +300.0% $124.18 -1.4%
6 SPY STATE STR SPDR S&P 500 ETF T Financial Services 929.0 $694K 0.12% +155.0 +20.0% $746.95 +2.5%
7 GOOGL ALPHABET INC Communication Services 1,755.0 $627K 0.11% +33.0 +1.9% $357.30 -3.5%
8 V VISA INC Financial Services 1,593.0 $547K 0.09% +53.0 +3.4% $343.09 +8.1%
9 PG PROCTER & GAMBLE CO Consumer Defensive 2,887.0 $423K 0.07% +53.0 +1.9% $146.64 -1.3%
10 PCG PG&E CORP Utilities 25,040.0 $421K 0.07% +504.0 +2.0% $16.82 +4.6%
11 DHR DANAHER CORP DEL Healthcare 1,765.0 $336K 0.06% +29.0 +1.7% $190.48 +14.9%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.1%
Financial Services 18.5%
Healthcare 15.6%
Consumer Cyclical 9.8%
Industrials 4.8%
Consumer Defensive 3.4%
Utilities 2.6%
Communication Services 2.3%
Energy 1.9%