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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
Q2 2026 Q1 2026 · All 3 New 18 Added 28 Reduced
Page 4 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VST VISTRA CORP Utilities 1,931.0 $290K 0.06% $150.33 -9.4%
62 IJH ISHARES TR 4,212.0 $284K 0.05% -184.0 -4.2% $67.53 +13.7%
63 VYM VANGUARD WHITEHALL FDS 1,914.0 $283K 0.05% $148.10 +11.4%
64 STEW SRH TOTAL RETURN FUND INC Financial Services 16,168.0 $276K 0.05% $17.10 +7.0%
65 TMO THERMO FISHER SCIENTIFIC INC Healthcare 545.0 $268K 0.05% $491.53 +28.0%
66 SDY SPDR SERIES TRUST 1,822.0 $266K 0.05% $145.94 +8.6%
67 SCHW SCHWAB CHARLES CORP Financial Services 2,686.0 $252K 0.05% -383.0 -12.5% $93.98 +19.5%
68 AMD ADVANCED MICRO DEVICES INC Technology 1,232.0 $251K 0.05% $203.43 +132.6%
69 NEAR ISHARES U S ETF TR 4,461.0 $227K 0.04% $50.84 -0.6%
70 SLV ISHARES SILVER TR Financial Services 3,302.0 $225K 0.04% $68.14 -8.0%
71 GE GE AEROSPACE Industrials 728.0 $207K 0.04% +12.0 +1.7% $283.96 +22.7%
72 PDP INVESCO EXCHANGE TRADED FD T 1,690.0 $204K 0.04% NEW $120.74 +13.4%
73 DFAT DIMENSIONAL ETF TRUST 3,261.0 $204K 0.04% NEW $62.45 +14.8%
74 VZ VERIZON COMMUNICATIONS INC Communication Services 4,048.0 $203K 0.04% NEW $50.20 -1.5%
75 VCV INVESCO CALIF VALUE MUN INCO Financial Services 11,925.0 $124K 0.02% $10.44 +0.6%
76 CTMX CYTOMX THERAPEUTICS INC. Healthcare 17,082.0 $80K 0.01% $4.70 -30.2%
Page 4 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 41.3%
Financial Services 14.8%
Healthcare 13.5%
Consumer Cyclical 10.5%
Industrials 5.6%
Consumer Defensive 4.3%
Energy 4.1%
Communication Services 3.1%
Utilities 2.8%