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Portfolio (Quarterly) Guide ↗

WestHill Financial Advisors, Inc.

· CIK 0001759641
13F Portfolio $523M AUM 76 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 18 Added 28 Reduced 8 Exited
Page 2 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWD ISHARES TR 9,980.0 $2.1M 0.41% -276.0 -2.7% $213.67 +14.0%
22 AGG ISHARES TR 17,437.0 $1.7M 0.33% +560.0 +3.3% $99.27 -0.6%
23 IWR ISHARES TR 17,146.0 $1.7M 0.32% -236.0 -1.4% $97.23 +12.2%
24 NVDA NVIDIA CORPORATION Technology 9,098.0 $1.6M 0.30% $174.40 +19.6%
25 VTWO VANGUARD SCOTTSDALE FDS 14,881.0 $1.5M 0.28% -682.0 -4.4% $100.17 +20.3%
26 IWF ISHARES TR 2,830.0 $1.2M 0.23% -142.0 -4.8% $426.47 -71.4%
27 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,171.0 $1.2M 0.22% -21.0 -1.8% $996.15 -4.5%
28 TSLA TESLA INC Consumer Cyclical 3,137.0 $1.2M 0.22% -262.0 -7.7% $371.75 +9.0%
29 MRSH MARSH & MCLENNAN COS INC Financial Services 6,709.0 $1.2M 0.22% $173.45 -7.7%
30 PYLD PIMCO ETF TR 44,016.0 $1.2M 0.22% +520.0 +1.2% $26.20 +0.7%
31 CVX CHEVRON CORPORATION Energy 4,996.0 $1.0M 0.20% -334.0 -6.3% $206.88 -15.4%
32 DFUS DIMENSIONAL ETF TRUST 14,223.0 $1.0M 0.19% -479.0 -3.3% $70.91 +15.3%
33 CAT CATERPILLAR INC Industrials 1,411.0 $1000K 0.19% -25.0 -1.7% $708.46 +44.3%
34 JPM JPMORGAN CHASE & CO Financial Services 3,204.0 $942K 0.18% $294.15 +12.7%
35 BERKSHIRE HATHAWAY INC DEL 1,897.0 $909K 0.17% $479.20
36 GOOG ALPHABET INC Communication Services 2,853.0 $818K 0.16% -78.0 -2.7% $286.82 +21.6%
37 VTI VANGUARD INDEX FDS 2,480.0 $796K 0.15% -160.0 -6.1% $320.86 +14.9%
38 ACN ACCENTURE PLC IRELAND Technology 3,995.0 $792K 0.15% -30.0 -0.8% $198.29 -37.0%
39 DFUV DIMENSIONAL ETF TRUST 15,411.0 $747K 0.14% -315.0 -2.0% $48.46 +13.7%
40 SCHX SCHWAB STRATEGIC TR 27,900.0 $715K 0.14% -592.0 -2.1% $25.64 +14.5%
Page 2 of 4  ·  76 positions

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 40.4%
Financial Services 14.5%
Healthcare 13.2%
Consumer Cyclical 10.3%
Industrials 5.5%
Communication Services 5.2%
Consumer Defensive 4.2%
Energy 4.1%
Utilities 2.7%