WestHill Financial Advisors, Inc.

Portfolio Overview

WestHill Financial Advisors, Inc. disclosed 82 positions worth $587.3M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 9 new positions and exited 3 — including a new stake in $TCBK and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (92.5% of disclosed assets). All figures are sourced directly from WestHill Financial Advisors, Inc.’s Form 13F-HR filing with the SEC under CIK 1759641.

• VANGUARD INDEX FDS - S&P 500 ETF SHS

  —

  Quality

  $105.9M154,260 sh

• VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW

  —

  Quality

  $83.7M655,188 sh

• VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL

  —

  Quality

  $79.7M749,559 sh

• VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT

  —

  Quality

  $78.0M1,094,124 sh

• FIDELITY MERRIMACK STR TR - TOTAL BD ETF

  —

  Quality

  $41.6M914,982 sh

• SCHWAB STRATEGIC TR - INT-TRM U.S TRES

  —

  Quality

  $31.8M1,290,103 sh

• VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF

  —

  Quality

  $16.9M283,550 sh

• SCHWAB STRATEGIC TR - 5 10YR CORP BD

  —

  Quality

  $14.8M652,028 sh

• ISHARES TR - RUS MDCP VAL ETF

  —

  Quality

  $12.3M74,979 sh

• ISHARES TR - RUS MD CP GR ETF

  —

  Quality

  $12.3M83,725 sh

Showing top 10 of 82 holdings.

Full Holdings — WestHill Financial Advisors, Inc. (Q2 2026)

All 82 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	$105.9M	18.0%	-0%	—
2	—	VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW	$83.7M	14.3%	+0%	—
3	—	VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL	$79.7M	13.6%	-0%	—
4	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$78.0M	13.3%	+0%	—
5	—	FIDELITY MERRIMACK STR TR - TOTAL BD ETF	$41.6M	7.1%	+2%	—
6	—	SCHWAB STRATEGIC TR - INT-TRM U.S TRES	$31.8M	5.4%	+4%	—
7	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	$16.9M	2.9%	+0%	—
8	—	SCHWAB STRATEGIC TR - 5 10YR CORP BD	$14.8M	2.5%	+3%	—
9	—	ISHARES TR - RUS MDCP VAL ETF	$12.3M	2.1%	-0%	—
10	—	ISHARES TR - RUS MD CP GR ETF	$12.3M	2.1%	+0%	—
11	—	VANGUARD SCOTTSDALE FDS - VNG RUS2000GRW	$11.9M	2.0%	-0%	—
12	—	VANGUARD SCOTTSDALE FDS - VNG RUS2000VAL	$11.3M	1.9%	-0%	—
13	$AAPL	Apple Inc.	$10.5M	1.8%	-3%	76.3
14	—	PIMCO ETF TR - ENHAN SHRT MA AC	$8.3M	1.4%	+3%	—
15	—	VANGUARD INDEX FDS - REAL ESTATE ETF	$7.9M	1.4%	-0%	—
16	$NRIX	Nurix Therapeutics, Inc.	$5.3M	0.9%	-4%	6.4
17	—	ISHARES TR - CORE S&P500 ETF	$4.2M	0.7%	-6%	—
18	—	DIMENSIONAL ETF TRUST - US COR EQU 2 ETF	$3.8M	0.7%	+0%	—
19	$AMZN	AMAZON COM INC	$3.0M	0.5%	-2%	68.4
20	—	ISHARES TR - RUS 1000 VAL ETF	$2.4M	0.4%	+0%	—
21	$MSFT	MICROSOFT CORP	$2.3M	0.4%	-2%	79.7
22	$TCBK	TRICO BANCSHARES /	$1.9M	0.3%	NEW	50.4
23	—	ISHARES TR - RUS MID CAP ETF	$1.9M	0.3%	-1%	—
24	—	VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX	$1.8M	0.3%	-1%	—
25	$NVDA	NVIDIA CORP	$1.8M	0.3%	-4%	85.9
26	—	ISHARES TR - CORE US AGGBD ET	$1.7M	0.3%	+0%	—
27	—	ISHARES TR - RUS 1000 GRW ETF	$1.4M	0.2%	+300%	—
28	$TSLA	Tesla, Inc.	$1.3M	0.2%	-5%	53.6
29	—	PIMCO ETF TR - MULTISECTOR BD	$1.2M	0.2%	+0%	—
30	—	DIMENSIONAL ETF TRUST - US EQUI MARK ETF	$1.2M	0.2%	+0%	—
31	$MRSH	MARSH & MCLENNAN COMPANIES, INC.	$1.1M	0.2%	+0%	65.9
32	$COST	COSTCO WHOLESALE CORP /NEW	$1.1M	0.2%	-2%	65.9
33	$JPM	JPMORGAN CHASE & CO	$1.0M	0.2%	+0%	70.3
34	$GOOGL	Alphabet Inc.	$1.0M	0.2%	+0%	78.1
35	$BRK.B	BERKSHIRE HATHAWAY INC	$949,240	0.2%	+0%	73.6
36	—	VANGUARD INDEX FDS - TOTAL STK MKT	$908,052	0.1%	-1%	—
37	$CAT	CATERPILLAR INC	$895,581	0.1%	-40%	66.3
38	—	DIMENSIONAL ETF TRUST - US MKTWIDE VALUE	$847,759	0.1%	+0%	—
39	$CVX	CHEVRON CORP	$827,948	0.1%	-0%	62.6
40	—	SCHWAB STRATEGIC TR - US LRG CAP ETF	$821,097	0.1%	+0%	—
41	$SPY	SPDR S&P 500 ETF TRUST	$693,921	0.1%	+20%	—
42	$QQQ	INVESCO QQQ TRUST, SERIES 1	$674,144	0.1%	-11%	—
43	$WAL	WESTERN ALLIANCE BANCORPORATION	$628,583	0.1%	+0%	67.2
44	$GOOG	Alphabet Inc.	$627,055	0.1%	+2%	78.1
45	$CSCO	CISCO SYSTEMS, INC.	$578,843	0.1%	+0%	70.1
46	$AMD	ADVANCED MICRO DEVICES INC	$547,798	0.1%	-23%	79.7
47	$V	VISA INC.	$546,535	0.1%	+3%	82.7
48	$ABBV	AbbVie Inc.	$541,278	0.1%	-0%	72.5
49	—	ISHARES TR - MSCI EAFE ETF	$525,054	0.1%	-9%	—
50	$BANR	BANNER CORP	$508,399	0.1%	NEW	—
51	$ACN	Accenture plc	$483,449	0.1%	-3%	—
52	$UPS	UNITED PARCEL SERVICE INC	$480,623	0.1%	+0%	58.5
53	$PH	Parker-Hannifin Corp	$466,563	0.1%	+0%	65.6
54	$PG	PROCTER & GAMBLE Co	$423,346	0.1%	+2%	64.4
55	$AVGO	Broadcom Inc.	$422,702	0.1%	-1%	84.4
56	$PCG	PG&E Corp	$421,180	0.1%	+2%	58.5
57	$GEV	GE Vernova Inc.	$419,425	0.1%	+0%	81.1
58	$META	Meta Platforms, Inc.	$398,246	0.1%	-7%	79.6
59	$INTC	INTEL CORP	$376,582	0.1%	NEW	45.5
60	—	ISHARES TR - 3 7 YR TREAS BD	$363,390	0.1%	+0%	—
61	$DHR	DANAHER CORP /DE/	$336,197	0.1%	+2%	64.6
62	—	ISHARES TR - CORE S&P MCP ETF	$323,889	0.1%	-0%	—
63	$GLD	SPDR GOLD TRUST	$307,966	0.1%	-1%	—
64	$VST	Vistra Corp.	$305,363	0.1%	-0%	71.6
65	$JNJ	JOHNSON & JOHNSON	$304,764	0.1%	-1%	68.8
66	—	VANGUARD WHITEHALL FDS - HIGH DIV YLD	$302,469	0.1%	+0%	—
67	$STEW	SRH Total Return Fund, Inc.	$289,407	0.1%	+0%	—
68	—	SPDR SERIES TRUST - ST STR SP DIV	$277,272	0.1%	+0%	—
69	$TMO	THERMO FISHER SCIENTIFIC INC.	$273,241	0.1%	+0%	64.9
70	$GE	GENERAL ELECTRIC CO	$272,307	0.1%	+0%	73.6
71	$QCOM	QUALCOMM INC/DE	$265,752	0.1%	NEW	70.4
72	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	$258,365	0.0%	NEW	—
73	$IVZ	Invesco Ltd.	$256,408	0.0%	+0%	—
74	$SNDK	Sandisk Corp	$243,289	0.0%	NEW	87.6
75	—	DIMENSIONAL ETF TRUST - US TARGETED VLU	$227,944	0.0%	+0%	—
76	—	ISHARES U S ETF TR - SHOR DURA BD ETF	$225,994	0.0%	+0%	—
77	—	ISHARES TR - CORE S&P SCP ETF	$208,208	0.0%	NEW	—
78	$SCHW	SCHWAB CHARLES CORP	$207,608	0.0%	-16%	79.3
79	$AMAT	APPLIED MATERIALS INC /DE	$205,901	0.0%	NEW	72.1
80	—	VANGUARD INDEX FDS - VALUE ETF	$205,290	0.0%	NEW	—
81	$VCV	Invesco California Value Municipal Income Trust	$128,671	0.0%	+0%	—
82	$CTMX	CytomX Therapeutics, Inc.	$64,058	0.0%	+0%	8.7