WestHill Financial Advisors, Inc.

Institutional manager (13F) · CIK 1759641

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $516M

#	Issuer	Value	Shares
1	VANGUARD INDEX FDS	$92M	154,531
2	VANGUARD SCOTTSDALE FDS	$72M	654,798
3	VANGUARD SCOTTSDALE FDS	$70M	749,976
4	VANGUARD TAX-MANAGED FDS	$70M	1,094,065
5	FIDELITY MERRIMACK STR TR	$41M	895,365
6	SCHWAB STRATEGIC TR	$31M	1,234,746
7	VANGUARD INTL EQUITY INDEX F	$15M	282,811
8	SCHWAB STRATEGIC TR	$14M	632,171
9	ISHARES TR	$11M	75,215
10	ISHARES TR	$11M	83,417
11	VANGUARD SCOTTSDALE FDS	$10M	58,233
12	VANGUARD SCOTTSDALE FDS	$10M	41,701
13	APPLE INC	$10M	37,508
14	PIMCO ETF TR	$8M	79,703
15	VANGUARD INDEX FDS	$7M	82,390
16	ISHARES TR	$4M	5,953
17	NURIX THERAPEUTICS INC	$4M	228,333
18	DIMENSIONAL ETF TRUST	$3M	86,551
19	AMAZON COM INC	$3M	12,971
20	MICROSOFT CORP	$2M	6,376
21	ISHARES TR	$2M	9,980
22	ISHARES TR	$2M	17,437
23	ISHARES TR	$2M	17,146
24	NVIDIA CORPORATION	$2M	9,098
25	VANGUARD SCOTTSDALE FDS	$1M	14,881
26	ISHARES TR	$1M	2,830
27	COSTCO WHOLESALE CORPORATION	$1M	1,171
28	TESLA INC	$1M	3,137
29	MARSH & MCLENNAN COS INC	$1M	6,709
30	PIMCO ETF TR	$1M	44,016
31	CHEVRON CORPORATION	$1M	4,996
32	DIMENSIONAL ETF TRUST	$1M	14,223
33	CATERPILLAR INC	$1000k	1,411
34	JPMORGAN CHASE & CO	$942k	3,204
35	BERKSHIRE HATHAWAY INC DEL	$909k	1,897
36	ALPHABET INC	$818k	2,853
37	VANGUARD INDEX FDS	$796k	2,480
38	ACCENTURE PLC IRELAND	$792k	3,995
39	DIMENSIONAL ETF TRUST	$747k	15,411
40	SCHWAB STRATEGIC TR	$715k	27,900
41	INVESCO QQQ TR	$592k	1,025
42	WESTERN ALLIANCE BANCORP	$542k	7,647
43	ISHARES TR	$538k	5,544
44	STATE STR SPDR S&P 500 ETF T	$504k	774
45	EXXON MOBIL CORP	$497k	2,927
46	ALPHABET INC	$495k	1,722
47	ABBVIE INC	$469k	2,157
48	VISA INC	$465k	1,540
49	UNITED PARCEL SVCS INC	$440k	4,468
50	META PLATFORMS INC	$435k	761

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.