WestHill Financial Advisors, Inc. — 13F Holdings

2026 Q1  ·  84 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, WestHill Financial Advisors, Inc. maintained a portfolio of 84 distinct positions. The most significant new addition was INVESCO EXCHANGE TRADED FD T, now representing 0.04% of the total fund value. They heavily accumulated shares in FIDELITY MERRIMACK STR TR, increasing the position by 6.8%.
Position History hover any row below to update
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WestHill Financial Advisors, Inc. Bethel, CT RIA AUM $522M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
84
Quarter
2026 Q1
Top Holding
VOO (17.7%)
Top 10 Concentration
81.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 84
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
VOO
VANGUARD INDEX ...
ETF 17.66% 18.12% #1
Prev: #1
6.5
—
2,443 1.6%
P
S
154,531 $92,339,888
$338.01 +105.8%
$597.55 +16.4%
2020 Q4 13F Filing 2026-03-31 2026-04-09
VONG
VANGUARD SCOTTS...
ETF 13.73% 14.47% #2
Prev: #2
6.0
—
29,129 4.7%
P
S
654,798 $71,824,813
$72.04 +82.7%
$109.69 +20.0%
2020 Q4 13F Filing 2026-03-31 2026-04-09
VONV
VANGUARD SCOTTS...
ETF 13.44% 13.18% #3 1
Prev: #4
5.5
—
-1,690 -0.2%
P
S
749,976 $70,302,788
$63.72 +63.9%
$93.74 +11.4%
2020 Q4 13F Filing 2026-03-31 2026-04-09
VEA
VANGUARD TAX-MA...
ETF 13.41% 13.18% #4 1
Prev: #3
5.0
—
-16,638 -1.5%
P
S
1,094,065 $70,107,654 2020 Q4 13F Filing 2026-03-31 2026-04-09
FBND
FIDELITY MERRIM...
ETF 7.81% 7.33% #5
Prev: #5
5.6
—
56,989 6.8%
P
S
895,365 $40,846,545 2021 Q3 13F Filing 2026-03-31 2026-04-09
SCHR
SCHWAB STRATEGI...
Bond/Debt 5.88% 5.43% #6
Prev: #6
4.4
—
95,937 8.4%
P
S
1,234,746 $30,757,523 2022 Q1 13F Filing 2026-03-31 2026-04-09
VWO
VANGUARD INTL E...
ETF 2.92% 2.85% #7
Prev: #7
1.7
—
3,574 1.3%
P
S
282,811 $15,285,913 2020 Q4 13F Filing 2026-03-31 2026-04-09
SCHI
SCHWAB STRATEGI...
ETF 2.74% 2.60% #8
Prev: #8
3.1
—
36,069 6.1%
P
S
632,171 $14,337,647 2021 Q4 13F Filing 2026-03-31 2026-04-09
IWS
ISHARES TR
ETF 2.10% 2.00% #9
Prev: #9
1.3
—
410 0.5%
P
S
75,215 $10,961,849 2020 Q4 13F Filing 2026-03-31 2026-04-09
IWP
ISHARES TR
ETF 2.04% 1.99% #10
Prev: #10
2.8
—
6,996 9.2%
P
S
83,417 $10,687,407 2020 Q4 13F Filing 2026-03-31 2026-04-09
VTWV
VANGUARD SCOTTS...
ETF 1.86% 1.80% #11 2
Prev: #13
1.2
—
-937 -1.6%
P
S
58,233 $9,737,647 2020 Q4 13F Filing 2026-03-31 2026-04-09
VTWG
VANGUARD SCOTTS...
ETF 1.83% 1.84% #12
Prev: #12
1.2
—
705 1.7%
P
S
41,701 $9,551,141 2020 Q4 13F Filing 2026-03-31 2026-04-09
AAPL
APPLE INC
Technology 1.82% 1.99% #13 2
Prev: #11
1.2
—
-965 -2.5%
P
S
37,508 $9,519,155 2020 Q4 13F Filing 2026-03-31 2026-04-09
MINT
PIMCO ETF TR
ETF 1.53% 1.43% #14
Prev: #14
2.6
—
4,521 6.0%
P
S
79,703 $8,015,699 2020 Q4 13F Filing 2026-03-31 2026-04-09
VNQ
VANGUARD INDEX ...
ETF 1.40% 1.31% #15
Prev: #15
2.6
—
4,247 5.4%
P
S
82,390 $7,308,017 2020 Q4 13F Filing 2026-03-31 2026-04-09
IVV
ISHARES TR
ETF 0.74% 0.79% #16 1
Prev: #17
0.8
—
-116 -1.9%
P
S
5,953 $3,888,614 2020 Q4 13F Filing 2026-03-31 2026-04-09
NRIX
NURIX THERAPEUT...
Healthcare 0.68% 0.82% #17 1
Prev: #16
1.3
—
no change no change
P
S
228,333 $3,539,162 2021 Q3 13F Filing 2026-03-31 2026-04-09
DFAC
DIMENSIONAL ETF...
ETF 0.64% 0.65% #18
Prev: #18
0.8
—
-287 -0.3%
P
S
86,551 $3,363,372 2021 Q4 13F Filing 2026-03-31 2026-04-09
AMZN
AMAZON COM INC
Consumer Cyclical 0.52% 0.39% #19 2
Prev: #21
2.7
—
4,038 45.2%
P
S
12,971 $2,701,470 2020 Q4 13F Filing 2026-03-31 2026-04-09
MSFT
MICROSOFT CORP
Technology 0.45% 0.60% #20 1
Prev: #19
0.7
—
-156 -2.4%
P
S
6,376 $2,360,052 2020 Q4 13F Filing 2026-03-31 2026-04-09
IWD
ISHARES TR
ETF 0.41% 0.41% #21 1
Prev: #20
0.7
—
-276 -2.7%
P
S
9,980 $2,132,390 2020 Q4 13F Filing 2026-03-31 2026-04-09
AGG
ISHARES TR
ETF 0.33% 0.32% #22 1
Prev: #23
0.6
—
560 3.3%
P
S
17,437 $1,730,971 2020 Q4 13F Filing 2026-03-31 2026-04-09
IWR
ISHARES TR
ETF 0.32% 0.32% #23 1
Prev: #24
0.6
—
-236 -1.4%
P
S
17,146 $1,667,126 2020 Q4 13F Filing 2026-03-31 2026-04-09
NVDA
NVIDIA CORPORAT...
Technology 0.30% 0.32% #24 2
Prev: #22
0.6
—
-27 -0.3%
P
S
9,098 $1,586,649 2023 Q3 13F Filing 2026-03-31 2026-04-09
VTWO
VANGUARD SCOTTS...
ETF 0.29% 0.29% #25
Prev: #25
0.6
—
-682 -4.4%
P
S
14,881 $1,490,616 2020 Q4 13F Filing 2026-03-31 2026-04-09
IWF
ISHARES TR
ETF 0.23% 0.27% #26 1
Prev: #27
0.6
—
-142 -4.8%
P
S
2,830 $1,206,921 2020 Q4 13F Filing 2026-03-31 2026-04-09
COST
COSTCO WHOLESAL...
Consumer Defensive 0.22% 0.20% #27 6
Prev: #33
0.6
—
-21 -1.8%
P
S
1,171 $1,166,488 2024 Q1 13F Filing 2026-03-31 2026-04-09
TSLA
TESLA INC
Consumer Cyclical 0.22% 0.29% #28 2
Prev: #26
0.6
—
-262 -7.7%
P
S
3,137 $1,166,180 2021 Q4 13F Filing 2026-03-31 2026-04-09
MMC
MARSH & MCLENNA...
Unknown 0.22% 0.24% #29 1
Prev: #28
0.6
—
-22 -0.3%
P
S
6,709 $1,163,676 2021 Q4 13F Filing 2026-03-31 2026-04-09
PYLD
PIMCO ETF TR
ETF 0.22% 0.22% #30 1
Prev: #29
0.6
—
520 1.2%
P
S
44,016 $1,153,219 2024 Q3 13F Filing 2026-03-31 2026-04-09
CVX
CHEVRON CORPORA...
Energy 0.20% 0.15% #31 7
Prev: #38
0.6
—
-334 -6.3%
P
S
4,996 $1,033,570 2020 Q4 13F Filing 2026-03-31 2026-04-09
DFUS
DIMENSIONAL ETF...
ETF 0.19% 0.21% #32 2
Prev: #30
0.6
—
-479 -3.3%
P
S
14,223 $1,008,553 2021 Q4 13F Filing 2026-03-31 2026-04-09
CAT
CATERPILLAR INC
Industrials 0.19% 0.16% #33 4
Prev: #37
0.6
—
-25 -1.7%
P
S
1,411 $999,637 2021 Q4 13F Filing 2026-03-31 2026-04-09
JPM
JPMORGAN CHASE ...
Financial Services 0.18% 0.20% #34 2
Prev: #32
0.6
—
-5 -0.2%
P
S
3,204 $942,443 2021 Q4 13F Filing 2026-03-31 2026-04-09
BRK/B
BERKSHIRE HATHA...
Financial Services 0.17% 0.18% #35 1
Prev: #34
0.6
—
-2 -0.1%
P
S
1,897 $909,042 2020 Q4 13F Filing 2026-03-31 2026-04-09
GOOG
ALPHABET INC
Communication Services 0.16% 0.17% #36 1
Prev: #35
0.6
—
-78 -2.7%
P
S
2,853 $818,305 2020 Q4 13F Filing 2026-03-31 2026-04-09
VTI
VANGUARD INDEX ...
ETF 0.15% 0.17% #37 1
Prev: #36
0.6
—
-160 -6.1%
P
S
2,480 $795,722 2020 Q4 13F Filing 2026-03-31 2026-04-09
ACN
ACCENTURE PLC I...
Technology 0.15% 0.21% #38 7
Prev: #31
0.6
—
-30 -0.7%
P
S
3,995 $792,169 2020 Q4 13F Filing 2026-03-31 2026-04-09
DFUV
DIMENSIONAL ETF...
ETF 0.14% 0.14% #39 1
Prev: #40
0.6
—
-315 -2.0%
P
S
15,411 $746,817 2022 Q2 13F Filing 2026-03-31 2026-04-09
SCHX
SCHWAB STRATEGI...
ETF 0.14% 0.15% #40 1
Prev: #39
0.6
—
-592 -2.1%
P
S
27,900 $715,356 2020 Q4 13F Filing 2026-03-31 2026-04-09
QQQ
INVESCO QQQ TR
ETF 0.11% 0.12% #41
Prev: #41
0.5
—
2 0.2%
P
S
1,025 $591,875 2022 Q1 13F Filing 2026-03-31 2026-04-09
WAL
WESTERN ALLIANC...
Financial Services 0.10% 0.11% #42
Prev: #42
2.0
—
608 8.6%
P
S
7,647 $541,790 2020 Q4 13F Filing 2026-03-31 2026-04-09
EFA
ISHARES TR
ETF 0.10% 0.10% #43 1
Prev: #44
0.5
—
-78 -1.4%
P
S
5,544 $538,450 2020 Q4 13F Filing 2026-03-31 2026-04-09
SPY
STATE STR SPDR ...
ETF 0.10% 0.10% #44 2
Prev: #46
1.0
—
no change no change
P
S
774 $503,513 2021 Q4 13F Filing 2026-03-31 2026-04-09
XOM
EXXON MOBIL COR...
Energy 0.09% 0.07% #45 12
Prev: #57
0.5
—
11 0.4%
P
S
2,927 $496,550 2022 Q1 13F Filing 2026-03-31 2026-04-09
GOOGL
ALPHABET INC
Communication Services 0.09% 0.10% #46 3
Prev: #43
0.5
—
-16 -0.9%
P
S
1,722 $495,307 2020 Q4 13F Filing 2026-03-31 2026-04-09
ABBV
ABBVIE INC
Healthcare 0.09% 0.09% #47 1
Prev: #48
0.5
—
34 1.6%
P
S
2,157 $469,126 2020 Q4 13F Filing 2026-03-31 2026-04-09
V
VISA INC
Financial Services 0.09% 0.10% #48 3
Prev: #45
0.5
—
1 0.1%
P
S
1,540 $465,461 2023 Q1 13F Filing 2026-03-31 2026-04-09
UPS
UNITED PARCEL S...
Industrials 0.08% 0.08% #49
Prev: #49
0.5
—
2 0.0%
P
S
4,468 $439,605 2020 Q4 13F Filing 2026-03-31 2026-04-09
META
META PLATFORMS ...
Communication Services 0.08% 0.10% #50 3
Prev: #47
0.5
—
-3 -0.4%
P
S
761 $435,391 2023 Q4 13F Filing 2026-03-31 2026-04-09
Showing 1-50 of 84 holdings

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