Sponsored

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

Currently, WestHill Financial Advisors, Inc. holds 82 types of securities in its portfolio with a total value $587.3M. In the most recent quarter, they have increased their positions in TCBK (+36.0K shares, valued at $1.9M), SCHR (+55.4K shares, valued at $1.4M), IWF (+8.5K shares, valued at $1.1M); decreased their positions in CAT (-570 shares, valued at $607.0K), AAPL (-1.2K shares, valued at $356.5K), N/A (-348 shares, valued at $260.6K); initiated new positions in TCBK (+36.0K shares, valued at $1.9M), BANR (+7.7K shares, valued at $508.4K), INTC (+2.7K shares, valued at $376.6K).

1M P&L

-2.7M-0.47%

3M P&L

+4.4M+0.77%

HY P&L

+42.9M+8.04%

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/A534.1M

93.3%

2Consumer Electronics10.5M

1.8%

3Biotechnology5.4M

0.9%

Top Industries by Stock Count

1N/A35 stocks

51.5%

2Semiconductors5 stocks

7.4%

3Banks - Regional3 stocks

4.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS154.3K shares-0.18%2026-06-302026-07-21

VONG VANGUARD SCOTTSDALE FDS655.2K shares0.06%2026-06-302026-07-21

VONV VANGUARD SCOTTSDALE FDS749.6K shares-0.06%2026-06-302026-07-21

VEA VANGUARD TAX-MANAGED FDS1.1M shares0.01%2026-06-302026-07-21

FBND FIDELITY MERRIMACK STR TR915.0K shares2.19%2026-06-302026-07-21

SCHR SCHWAB STRATEGIC TR1.3M shares4.48%2026-06-302026-07-21

VWO VANGUARD INTL EQUITY INDEX F283.6K shares0.26%2026-06-302026-07-21

SCHI SCHWAB STRATEGIC TR652.0K shares3.14%2026-06-302026-07-21

Sponsored

IWS ISHARES TR75.0K shares-0.31%2026-06-302026-07-21

IWP ISHARES TR83.7K shares0.37%2026-06-302026-07-21

VTWG VANGUARD SCOTTSDALE FDS41.5K shares-0.47%2026-06-302026-07-21

VTWV VANGUARD SCOTTSDALE FDS58.0K shares-0.47%2026-06-302026-07-21

AAPL APPLE INC36.3K shares-3.28%2026-06-302026-07-21

MINT PIMCO ETF TR82.0K shares2.85%2026-06-302026-07-21

VNQ VANGUARD INDEX FDS82.0K shares-0.45%2026-06-302026-07-21

NRIX NURIX THERAPEUTICS INC218.3K shares-4.38%2026-06-302026-07-21

Sponsored

ISHARES TR ISHARES TR5.6K shares-5.85%2026-06-302026-07-21

DFAC DIMENSIONAL ETF TRUST86.6K shares0.00%2026-06-302026-07-21

AMZN AMAZON COM INC12.7K shares-2.37%2026-06-302026-07-21

IWD ISHARES TR10.0K shares0.00%2026-06-302026-07-21

MSFT MICROSOFT CORP6.3K shares-1.71%2026-06-302026-07-21

TCBK TRICO BANCSHARES36.0K sharesnew addition2026-06-302026-07-21

IWR ISHARES TR17.0K shares-0.58%2026-06-302026-07-21

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS14.8K shares-0.76%2026-06-302026-07-21

Sponsored

NVDA NVIDIA CORPORATION8.8K shares-3.79%2026-06-302026-07-21

ISHARES TR ISHARES TR17.5K shares0.50%2026-06-302026-07-21

IWF ISHARES TR11.3K shares300.04%2026-06-302026-07-21

TSLA TESLA INC3.0K shares-4.78%2026-06-302026-07-21

PYLD PIMCO ETF TR44.1K shares0.08%2026-06-302026-07-21

DFUS DIMENSIONAL ETF TRUST14.2K shares0.00%2026-06-302026-07-21

MMC MARSH & MCLENNAN COS INC6.7K shares0.00%2026-06-302026-07-21

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.2K shares-1.71%2026-06-302026-07-21

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO3.2K shares0.03%2026-06-302026-07-21

GOOG ALPHABET INC2.9K shares0.00%2026-06-302026-07-21

BRK.B BERKSHIRE HATHAWAY INC DEL1.9K shares0.00%2026-06-302026-07-21

VANGUARD INDEX FDS VANGUARD INDEX FDS2.5K shares-1.05%2026-06-302026-07-21

CAT CATERPILLAR INC841 shares-40.40%2026-06-302026-07-21

DFUV DIMENSIONAL ETF TRUST15.4K shares0.00%2026-06-302026-07-21

CVX CHEVRON CORPORATION5.0K shares-0.02%2026-06-302026-07-21

SCHX SCHWAB STRATEGIC TR27.9K shares0.00%2026-06-302026-07-21

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T929 shares20.03%2026-06-302026-07-21

QQQ INVESCO QQQ TR915 shares-10.73%2026-06-302026-07-21

WAL WESTERN ALLIANCE BANCORP7.6K shares0.00%2026-06-302026-07-21

GOOGL ALPHABET INC1.8K shares1.92%2026-06-302026-07-21

CISCO SYS INC CISCO SYS INC4.9K shares0.39%2026-06-302026-07-21

AMD ADVANCED MICRO DEVICES INC943 shares-23.46%2026-06-302026-07-21

VISA INC VISA INC1.6K shares3.44%2026-06-302026-07-21

ABBVIE INC ABBVIE INC2.2K shares-0.28%2026-06-302026-07-21

Sponsored

EFA ISHARES TR5.1K shares-8.84%2026-06-302026-07-21

BANR BANNER CORP7.7K sharesnew addition2026-06-302026-07-21

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.9K shares-2.75%2026-06-302026-07-21

UPS UNITED PARCEL SVCS INC4.5K shares0.07%2026-06-302026-07-21

PH PARKER-HANNIFIN CORP477 shares0.42%2026-06-302026-07-21

PG PROCTER & GAMBLE CO2.9K shares1.87%2026-06-302026-07-21

BROADCOM INC BROADCOM INC1.1K shares-0.89%2026-06-302026-07-21

PCG PG&E CORP25.0K shares2.05%2026-06-302026-07-21

Sponsored

GEV GE VERNOVA INC357 shares0.00%2026-06-302026-07-21

META PLATFORMS INC META PLATFORMS INC707 shares-7.10%2026-06-302026-07-21

INTC INTEL CORP2.7K sharesnew addition2026-06-302026-07-21

IEI ISHARES TR3.1K shares0.00%2026-06-302026-07-21

DHR DANAHER CORP DEL1.8K shares1.67%2026-06-302026-07-21

IJH ISHARES TR4.2K shares-0.28%2026-06-302026-07-21

GLD SPDR GOLD TR836 shares-1.42%2026-06-302026-07-21

VST VISTRA CORP1.9K shares-0.31%2026-06-302026-07-21

Sponsored

JNJ JOHNSON & JOHNSON1.2K shares-1.48%2026-06-302026-07-21

VYM VANGUARD WHITEHALL FDS1.9K shares0.00%2026-06-302026-07-21

STEW SRH TOTAL RETURN FUND INC16.2K shares0.00%2026-06-302026-07-21

SDY SPDR SERIES TRUST1.8K shares0.00%2026-06-302026-07-21

TMO THERMO FISHER SCIENTIFIC INC545 shares0.00%2026-06-302026-07-21

GE GE AEROSPACE729 shares0.14%2026-06-302026-07-21

QCOM QUALCOMM INC1.4K sharesnew addition2026-06-302026-07-21

TSM TAIWAN SEMICONDUCTOR MANUFAC541 sharesnew addition2026-06-302026-07-21

Sponsored

PDP INVESCO EXCHANGE TRADED FD T1.7K shares0.00%2026-06-302026-07-21

SNDK SANDISK CORP107 sharesnew addition2026-06-302026-07-21

DFAT DIMENSIONAL ETF TRUST3.3K shares0.00%2026-06-302026-07-21

NEAR ISHARES U S ETF TR4.5K shares0.00%2026-06-302026-07-21

IJR ISHARES TR1.4K sharesnew addition2026-06-302026-07-21

SCHW SCHWAB CHARLES CORP2.3K shares-16.23%2026-06-302026-07-21

APPLIED MATLS INC APPLIED MATLS INC285 sharesnew addition2026-06-302026-07-21

VTV VANGUARD INDEX FDS942 sharesnew addition2026-06-302026-07-21

Sponsored

VCV INVESCO CALIF VALUE MUN INCO11.9K shares0.00%2026-06-302026-07-21

CTMX CYTOMX THERAPEUTICS INC.17.1K shares0.00%2026-06-302026-07-21

VOO

VANGUARD INDEX FDS

-0.18%

Shares154.3K

Event2026-06-30

Filed2026-07-21

VONG

VANGUARD SCOTTSDALE FDS

0.06%

Shares655.2K

Event2026-06-30

Filed2026-07-21

VONV

VANGUARD SCOTTSDALE FDS

-0.06%

Shares749.6K

Event2026-06-30

Filed2026-07-21

VEA

VANGUARD TAX-MANAGED FDS

0.01%

Shares1.1M

Event2026-06-30

Filed2026-07-21

FBND

FIDELITY MERRIMACK STR TR

2.19%

Shares915.0K

Event2026-06-30

Filed2026-07-21

SCHR

SCHWAB STRATEGIC TR

4.48%

Shares1.3M

Event2026-06-30

Filed2026-07-21

VWO

VANGUARD INTL EQUITY INDEX F

0.26%

Shares283.6K

Event2026-06-30

Filed2026-07-21

SCHI

SCHWAB STRATEGIC TR

3.14%

Shares652.0K

Event2026-06-30

Filed2026-07-21

IWS

ISHARES TR

-0.31%

Shares75.0K

Event2026-06-30

Filed2026-07-21

IWP

ISHARES TR

0.37%

Shares83.7K

Event2026-06-30

Filed2026-07-21

VTWG

VANGUARD SCOTTSDALE FDS

-0.47%

Shares41.5K

Event2026-06-30

Filed2026-07-21

VTWV

VANGUARD SCOTTSDALE FDS

-0.47%

Shares58.0K

Event2026-06-30

Filed2026-07-21

AAPL

APPLE INC

-3.28%

Shares36.3K

Event2026-06-30

Filed2026-07-21

MINT

PIMCO ETF TR

2.85%

Shares82.0K

Event2026-06-30

Filed2026-07-21

VNQ

VANGUARD INDEX FDS

-0.45%

Shares82.0K

Event2026-06-30

Filed2026-07-21

NRIX

NURIX THERAPEUTICS INC

-4.38%

Shares218.3K

Event2026-06-30

Filed2026-07-21

ISHARES TR

-5.85%

Shares5.6K

Event2026-06-30

Filed2026-07-21

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares86.6K

Event2026-06-30

Filed2026-07-21

AMZN

AMAZON COM INC

-2.37%

Shares12.7K

Event2026-06-30

Filed2026-07-21

IWD

ISHARES TR

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-21

MSFT

MICROSOFT CORP

-1.71%

Shares6.3K

Event2026-06-30

Filed2026-07-21

TCBK

TRICO BANCSHARES

New

Shares36.0K

Event2026-06-30

Filed2026-07-21

IWR

ISHARES TR

-0.58%

Shares17.0K

Event2026-06-30

Filed2026-07-21

VANGUARD SCOTTSDALE FDS

-0.76%

Shares14.8K

Event2026-06-30

Filed2026-07-21

NVDA

NVIDIA CORPORATION

-3.79%

Shares8.8K

Event2026-06-30

Filed2026-07-21

ISHARES TR

0.50%

Shares17.5K

Event2026-06-30

Filed2026-07-21

IWF

ISHARES TR

300.04%

Shares11.3K

Event2026-06-30

Filed2026-07-21

TSLA

TESLA INC

-4.78%

Shares3.0K

Event2026-06-30

Filed2026-07-21

PYLD

PIMCO ETF TR

0.08%

Shares44.1K

Event2026-06-30

Filed2026-07-21

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares14.2K

Event2026-06-30

Filed2026-07-21

MMC

MARSH & MCLENNAN COS INC

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-21

COSTCO WHOLESALE CORPORATION

-1.71%

Shares1.2K

Event2026-06-30

Filed2026-07-21

JPMORGAN CHASE & CO

0.03%

Shares3.2K

Event2026-06-30

Filed2026-07-21

GOOG

ALPHABET INC

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-21

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

-1.05%

Shares2.5K

Event2026-06-30

Filed2026-07-21

CAT

CATERPILLAR INC

-40.40%

Shares841

Event2026-06-30

Filed2026-07-21

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares15.4K

Event2026-06-30

Filed2026-07-21

CVX

CHEVRON CORPORATION

-0.02%

Shares5.0K

Event2026-06-30

Filed2026-07-21

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares27.9K

Event2026-06-30

Filed2026-07-21

STATE STR SPDR S&P 500 ETF T

20.03%

Shares929

Event2026-06-30

Filed2026-07-21

QQQ

INVESCO QQQ TR

-10.73%

Shares915

Event2026-06-30

Filed2026-07-21

WAL

WESTERN ALLIANCE BANCORP

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-21

GOOGL

ALPHABET INC

1.92%

Shares1.8K

Event2026-06-30

Filed2026-07-21

CISCO SYS INC

0.39%

Shares4.9K

Event2026-06-30

Filed2026-07-21

AMD

ADVANCED MICRO DEVICES INC

-23.46%

Shares943

Event2026-06-30

Filed2026-07-21

VISA INC

3.44%

Shares1.6K

Event2026-06-30

Filed2026-07-21

ABBVIE INC

-0.28%

Shares2.2K

Event2026-06-30

Filed2026-07-21

EFA

ISHARES TR

-8.84%

Shares5.1K

Event2026-06-30

Filed2026-07-21

BANR

BANNER CORP

New

Shares7.7K

Event2026-06-30

Filed2026-07-21

ACCENTURE PLC IRELAND

-2.75%

Shares3.9K

Event2026-06-30

Filed2026-07-21

UPS

UNITED PARCEL SVCS INC

0.07%

Shares4.5K

Event2026-06-30

Filed2026-07-21

PARKER-HANNIFIN CORP

0.42%

Shares477

Event2026-06-30

Filed2026-07-21

PROCTER & GAMBLE CO

1.87%

Shares2.9K

Event2026-06-30

Filed2026-07-21

BROADCOM INC

-0.89%

Shares1.1K

Event2026-06-30

Filed2026-07-21

PCG

PG&E CORP

2.05%

Shares25.0K

Event2026-06-30

Filed2026-07-21

GEV

GE VERNOVA INC

0.00%

Shares357

Event2026-06-30

Filed2026-07-21

META PLATFORMS INC

-7.10%

Shares707

Event2026-06-30

Filed2026-07-21

INTC

INTEL CORP

New

Shares2.7K

Event2026-06-30

Filed2026-07-21

IEI

ISHARES TR

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-21

DHR

DANAHER CORP DEL

1.67%

Shares1.8K

Event2026-06-30

Filed2026-07-21

IJH

ISHARES TR

-0.28%

Shares4.2K

Event2026-06-30

Filed2026-07-21

GLD

SPDR GOLD TR

-1.42%

Shares836

Event2026-06-30

Filed2026-07-21

VST

VISTRA CORP

-0.31%

Shares1.9K

Event2026-06-30

Filed2026-07-21

JNJ

JOHNSON & JOHNSON

-1.48%

Shares1.2K

Event2026-06-30

Filed2026-07-21

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-21

STEW

SRH TOTAL RETURN FUND INC

0.00%

Shares16.2K

Event2026-06-30

Filed2026-07-21

SDY

SPDR SERIES TRUST

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-21

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares545

Event2026-06-30

Filed2026-07-21

GE AEROSPACE

0.14%

Shares729

Event2026-06-30

Filed2026-07-21

QCOM

QUALCOMM INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-21

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares541

Event2026-06-30

Filed2026-07-21

PDP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-21

SNDK

SANDISK CORP

New

Shares107

Event2026-06-30

Filed2026-07-21

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-21

NEAR

ISHARES U S ETF TR

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-21

IJR

ISHARES TR

New

Shares1.4K

Event2026-06-30

Filed2026-07-21

SCHW

SCHWAB CHARLES CORP

-16.23%

Shares2.3K

Event2026-06-30

Filed2026-07-21

APPLIED MATLS INC

New

Shares285

Event2026-06-30

Filed2026-07-21

VTV

VANGUARD INDEX FDS

New

Shares942

Event2026-06-30

Filed2026-07-21

VCV

INVESCO CALIF VALUE MUN INCO

0.00%

Shares11.9K

Event2026-06-30

Filed2026-07-21

CTMX

CYTOMX THERAPEUTICS INC.

0.00%

Shares17.1K

Event2026-06-30

Filed2026-07-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available