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The Analysis of WestHill Financial Advisors, Inc.'s Holdings & P&L

Currently, WestHill Financial Advisors, Inc. holds 76 types of securities in its portfolio with a total value $523.0M. In the most recent quarter, they have increased their positions in VONG (+29.1K shares, valued at $3.2M), FBND (+57.0K shares, valued at $2.6M), SCHR (+95.9K shares, valued at $2.4M); decreased their positions in VEA (-16.6K shares, valued at $1.1M), AAPL (-965 shares, valued at $244.9K), VONV (-1.7K shares, valued at $158.4K); initiated new positions in PDP (+1.7K shares, valued at $204.0K), DFAT (+3.3K shares, valued at $203.6K), VZ (+4.0K shares, valued at $203.2K).

1M P&L

+10.3M+2.26%

3M P&L

+13.5M+2.99%

HY P&L

+34.5M+8.01%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A393.2M

92.2%

2Consumer Electronics9.5M

2.2%

3Biotechnology3.6M

0.8%

Top Industries by Stock Count

1N/A37 stocks

54.4%

2Drug Manufacturers - General2 stocks

2.9%

3Semiconductors2 stocks

2.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS154.5K shares1.61%2026-03-312026-04-09

VONG VANGUARD SCOTTSDALE FDS654.8K shares4.66%2026-03-312026-04-09

VONV VANGUARD SCOTTSDALE FDS750.0K shares-0.22%2026-03-312026-04-09

VEA VANGUARD TAX-MANAGED FDS1.1M shares-1.50%2026-03-312026-04-09

FBND FIDELITY MERRIMACK STR TR895.4K shares6.80%2026-03-312026-04-09

SCHR SCHWAB STRATEGIC TR1.2M shares8.42%2026-03-312026-04-09

VWO VANGUARD INTL EQUITY INDEX F282.8K shares1.28%2026-03-312026-04-09

SCHI SCHWAB STRATEGIC TR632.2K shares6.05%2026-03-312026-04-09

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IWS ISHARES TR75.2K shares0.55%2026-03-312026-04-09

IWP ISHARES TR83.4K shares9.15%2026-03-312026-04-09

VTWV VANGUARD SCOTTSDALE FDS58.2K shares-1.58%2026-03-312026-04-09

VTWG VANGUARD SCOTTSDALE FDS41.7K shares1.72%2026-03-312026-04-09

AAPL APPLE INC37.5K shares-2.51%2026-03-312026-04-09

MINT PIMCO ETF TR79.7K shares6.01%2026-03-312026-04-09

VNQ VANGUARD INDEX FDS82.4K shares5.43%2026-03-312026-04-09

IVV ISHARES TR6.0K shares-1.91%2026-03-312026-04-09

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NRIX NURIX THERAPEUTICS INC228.3K shares0.00%2026-03-312026-04-09

DFAC DIMENSIONAL ETF TRUST86.6K shares-0.33%2026-03-312026-04-09

AMZN AMAZON COM INC13.0K shares45.20%2026-03-312026-04-09

MSFT MICROSOFT CORP6.4K shares-2.39%2026-03-312026-04-09

IWD ISHARES TR10.0K shares-2.69%2026-03-312026-04-09

AGG ISHARES TR17.4K shares3.32%2026-03-312026-04-09

IWR ISHARES TR17.1K shares-1.36%2026-03-312026-04-09

NVDA NVIDIA CORPORATION9.1K shares-0.30%2026-03-312026-04-09

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VTWO VANGUARD SCOTTSDALE FDS14.9K shares-4.38%2026-03-312026-04-09

IWF ISHARES TR2.8K shares-4.78%2026-03-312026-04-09

COST COSTCO WHOLESALE CORPORATION1.2K shares-1.76%2026-03-312026-04-09

TSLA TESLA INC3.1K shares-7.71%2026-03-312026-04-09

MMC MARSH & MCLENNAN COS INC6.7K shares-0.33%2026-03-312026-04-09

PYLD PIMCO ETF TR44.0K shares1.20%2026-03-312026-04-09

CVX CHEVRON CORPORATION5.0K shares-6.27%2026-03-312026-04-09

DFUS DIMENSIONAL ETF TRUST14.2K shares-3.26%2026-03-312026-04-09

Sponsored

CAT CATERPILLAR INC1.4K shares-1.74%2026-03-312026-04-09

JPM JPMORGAN CHASE & CO3.2K shares-0.16%2026-03-312026-04-09

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.9K shares-0.11%2026-03-312026-04-09

ALPHABET INC ALPHABET INC2.9K shares-2.66%2026-03-312026-04-09

VTI VANGUARD INDEX FDS2.5K shares-6.06%2026-03-312026-04-09

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.0K shares-0.75%2026-03-312026-04-09

DFUV DIMENSIONAL ETF TRUST15.4K shares-2.00%2026-03-312026-04-09

SCHX SCHWAB STRATEGIC TR27.9K shares-2.08%2026-03-312026-04-09

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INVESCO QQQ TR INVESCO QQQ TR1.0K shares0.20%2026-03-312026-04-09

WAL WESTERN ALLIANCE BANCORP7.6K shares8.64%2026-03-312026-04-09

EFA ISHARES TR5.5K shares-1.39%2026-03-312026-04-09

SPY STATE STR SPDR S&P 500 ETF T774 shares0.00%2026-03-312026-04-09

XOM EXXON MOBIL CORP2.9K shares0.38%2026-03-312026-04-09

ALPHABET INC ALPHABET INC1.7K shares-0.92%2026-03-312026-04-09

ABBV ABBVIE INC2.2K shares1.60%2026-03-312026-04-09

V VISA INC1.5K shares0.06%2026-03-312026-04-09

Sponsored

UPS UNITED PARCEL SVCS INC4.5K shares0.04%2026-03-312026-04-09

META META PLATFORMS INC761 shares-0.39%2026-03-312026-04-09

PCG PG&E CORP24.5K shares-0.62%2026-03-312026-04-09

PH PARKER-HANNIFIN CORP475 shares0.00%2026-03-312026-04-09

PG PROCTER & GAMBLE CO2.8K shares-0.77%2026-03-312026-04-09

CSCO CISCO SYS INC4.9K shares-1.72%2026-03-312026-04-09

IEI ISHARES TR3.1K shares-0.16%2026-03-312026-04-09

GLD SPDR GOLD TR848 shares-0.93%2026-03-312026-04-09

Sponsored

BROADCOM INC BROADCOM INC1.1K shares0.09%2026-03-312026-04-09

DHR DANAHER CORP DEL1.7K shares0.00%2026-03-312026-04-09

GEV GE VERNOVA INC357 shares0.85%2026-03-312026-04-09

JNJ JOHNSON & JOHNSON1.2K shares-6.45%2026-03-312026-04-09

VST VISTRA CORP1.9K shares-0.26%2026-03-312026-04-09

IJH ISHARES TR4.2K shares-4.19%2026-03-312026-04-09

VYM VANGUARD WHITEHALL FDS1.9K shares0.00%2026-03-312026-04-09

STEW SRH TOTAL RETURN FUND INC16.2K shares0.00%2026-03-312026-04-09

Sponsored

TMO THERMO FISHER SCIENTIFIC INC545 shares0.00%2026-03-312026-04-09

SDY SPDR SERIES TRUST1.8K shares0.00%2026-03-312026-04-09

SCHW SCHWAB CHARLES CORP2.7K shares-12.48%2026-03-312026-04-09

AMD ADVANCED MICRO DEVICES INC1.2K shares0.00%2026-03-312026-04-09

NEAR ISHARES U S ETF TR4.5K shares-0.38%2026-03-312026-04-09

SLV ISHARES SILVER TR3.3K shares0.00%2026-03-312026-04-09

GE AEROSPACE GE AEROSPACE728 shares1.68%2026-03-312026-04-09

PDP INVESCO EXCHANGE TRADED FD T1.7K sharesnew addition2026-03-312026-04-09

Sponsored

DFAT DIMENSIONAL ETF TRUST3.3K sharesnew addition2026-03-312026-04-09

VZ VERIZON COMMUNICATIONS INC4.0K sharesnew addition2026-03-312026-04-09

VCV INVESCO CALIF VALUE MUN INCO11.9K shares0.00%2026-03-312026-04-09

CTMX CYTOMX THERAPEUTICS INC.17.1K shares0.00%2026-03-312026-04-09

VANGUARD INDEX FDS

1.61%

Shares154.5K

Event2026-03-31

Filed2026-04-09

VONG

VANGUARD SCOTTSDALE FDS

4.66%

Shares654.8K

Event2026-03-31

Filed2026-04-09

VONV

VANGUARD SCOTTSDALE FDS

-0.22%

Shares750.0K

Event2026-03-31

Filed2026-04-09

VEA

VANGUARD TAX-MANAGED FDS

-1.50%

Shares1.1M

Event2026-03-31

Filed2026-04-09

FBND

FIDELITY MERRIMACK STR TR

6.80%

Shares895.4K

Event2026-03-31

Filed2026-04-09

SCHR

SCHWAB STRATEGIC TR

8.42%

Shares1.2M

Event2026-03-31

Filed2026-04-09

VWO

VANGUARD INTL EQUITY INDEX F

1.28%

Shares282.8K

Event2026-03-31

Filed2026-04-09

SCHI

SCHWAB STRATEGIC TR

6.05%

Shares632.2K

Event2026-03-31

Filed2026-04-09

IWS

ISHARES TR

0.55%

Shares75.2K

Event2026-03-31

Filed2026-04-09

IWP

ISHARES TR

9.15%

Shares83.4K

Event2026-03-31

Filed2026-04-09

VTWV

VANGUARD SCOTTSDALE FDS

-1.58%

Shares58.2K

Event2026-03-31

Filed2026-04-09

VTWG

VANGUARD SCOTTSDALE FDS

1.72%

Shares41.7K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

-2.51%

Shares37.5K

Event2026-03-31

Filed2026-04-09

MINT

PIMCO ETF TR

6.01%

Shares79.7K

Event2026-03-31

Filed2026-04-09

VNQ

VANGUARD INDEX FDS

5.43%

Shares82.4K

Event2026-03-31

Filed2026-04-09

IVV

ISHARES TR

-1.91%

Shares6.0K

Event2026-03-31

Filed2026-04-09

NRIX

NURIX THERAPEUTICS INC

0.00%

Shares228.3K

Event2026-03-31

Filed2026-04-09

DFAC

DIMENSIONAL ETF TRUST

-0.33%

Shares86.6K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC

45.20%

Shares13.0K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP

-2.39%

Shares6.4K

Event2026-03-31

Filed2026-04-09

IWD

ISHARES TR

-2.69%

Shares10.0K

Event2026-03-31

Filed2026-04-09

AGG

ISHARES TR

3.32%

Shares17.4K

Event2026-03-31

Filed2026-04-09

IWR

ISHARES TR

-1.36%

Shares17.1K

Event2026-03-31

Filed2026-04-09

NVDA

NVIDIA CORPORATION

-0.30%

Shares9.1K

Event2026-03-31

Filed2026-04-09

VTWO

VANGUARD SCOTTSDALE FDS

-4.38%

Shares14.9K

Event2026-03-31

Filed2026-04-09

IWF

ISHARES TR

-4.78%

Shares2.8K

Event2026-03-31

Filed2026-04-09

COST

COSTCO WHOLESALE CORPORATION

-1.76%

Shares1.2K

Event2026-03-31

Filed2026-04-09

TSLA

TESLA INC

-7.71%

Shares3.1K

Event2026-03-31

Filed2026-04-09

MMC

MARSH & MCLENNAN COS INC

-0.33%

Shares6.7K

Event2026-03-31

Filed2026-04-09

PYLD

PIMCO ETF TR

1.20%

Shares44.0K

Event2026-03-31

Filed2026-04-09

CVX

CHEVRON CORPORATION

-6.27%

Shares5.0K

Event2026-03-31

Filed2026-04-09

DFUS

DIMENSIONAL ETF TRUST

-3.26%

Shares14.2K

Event2026-03-31

Filed2026-04-09

CAT

CATERPILLAR INC

-1.74%

Shares1.4K

Event2026-03-31

Filed2026-04-09

JPM

JPMORGAN CHASE & CO

-0.16%

Shares3.2K

Event2026-03-31

Filed2026-04-09

BERKSHIRE HATHAWAY INC DEL

-0.11%

Shares1.9K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

-2.66%

Shares2.9K

Event2026-03-31

Filed2026-04-09

VTI

VANGUARD INDEX FDS

-6.06%

Shares2.5K

Event2026-03-31

Filed2026-04-09

ACCENTURE PLC IRELAND

-0.75%

Shares4.0K

Event2026-03-31

Filed2026-04-09

DFUV

DIMENSIONAL ETF TRUST

-2.00%

Shares15.4K

Event2026-03-31

Filed2026-04-09

SCHX

SCHWAB STRATEGIC TR

-2.08%

Shares27.9K

Event2026-03-31

Filed2026-04-09

INVESCO QQQ TR

0.20%

Shares1.0K

Event2026-03-31

Filed2026-04-09

WAL

WESTERN ALLIANCE BANCORP

8.64%

Shares7.6K

Event2026-03-31

Filed2026-04-09

EFA

ISHARES TR

-1.39%

Shares5.5K

Event2026-03-31

Filed2026-04-09

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares774

Event2026-03-31

Filed2026-04-09

XOM

EXXON MOBIL CORP

0.38%

Shares2.9K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

-0.92%

Shares1.7K

Event2026-03-31

Filed2026-04-09

ABBV

ABBVIE INC

1.60%

Shares2.2K

Event2026-03-31

Filed2026-04-09

VISA INC

0.06%

Shares1.5K

Event2026-03-31

Filed2026-04-09

UPS

UNITED PARCEL SVCS INC

0.04%

Shares4.5K

Event2026-03-31

Filed2026-04-09