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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
Page 4 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DHR DANAHER CORP DEL Healthcare 1,765.0 $336K 0.06% +29.0 +1.7% $190.48 +14.9%
62 IJH ISHARES TR 4,200.0 $324K 0.06% $77.12 -0.4%
63 GLD SPDR GOLD TR Financial Services 836.0 $308K 0.05% -12.0 -1.4% $368.38 +14.9%
64 VST VISTRA CORP Utilities 1,925.0 $305K 0.05% $158.63 -14.1%
65 JNJ JOHNSON & JOHNSON Healthcare 1,200.0 $305K 0.05% -18.0 -1.5% $253.97 +6.4%
66 VYM VANGUARD WHITEHALL FDS 1,914.0 $302K 0.05% $158.03 +4.4%
67 STEW SRH TOTAL RETURN FUND INC Financial Services 16,168.0 $289K 0.05% $17.90 +2.2%
68 SDY SPDR SERIES TRUST 1,822.0 $277K 0.05% $152.18 +4.1%
69 TMO THERMO FISHER SCIENTIFIC INC Healthcare 545.0 $273K 0.05% $501.36 +25.5%
70 GE GE AEROSPACE Industrials 729.0 $272K 0.05% $373.54 -6.7%
71 QCOM QUALCOMM INC Technology 1,438.0 $266K 0.04% NEW $184.81 -13.0%
72 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 541.0 $258K 0.04% NEW $477.57 -12.3%
73 PDP INVESCO EXCHANGE TRADED FD T 1,690.0 $256K 0.04% $151.72 -9.8%
74 SNDK SANDISK CORP Technology 107.0 $243K 0.04% NEW $2273.73 -29.8%
75 DFAT DIMENSIONAL ETF TRUST 3,261.0 $228K 0.04% $69.90 +2.5%
76 NEAR ISHARES U S ETF TR 4,461.0 $226K 0.04% $50.66 -0.2%
77 IJR ISHARES TR 1,404.0 $208K 0.04% NEW $148.30 -0.7%
78 SCHW SCHWAB CHARLES CORP Financial Services 2,250.0 $208K 0.04% -436.0 -16.2% $92.27 +21.7%
79 AMAT APPLIED MATLS INC Technology 285.0 $206K 0.04% NEW $722.46 -31.9%
80 VTV VANGUARD INDEX FDS 942.0 $205K 0.04% NEW $217.93 +3.9%
Page 4 of 5  ·  82 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 41.1%
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%