WestHill Financial Advisors, Inc.
CIK: 1759641SEC EDGAR →
Portfolio Value
$267.3B
Holdings
76
As of
Q1 2026
New Positions
76
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 749,976 | $70.3B | 26.30% |
| 2 | VANGUARD TAX-MANAGED FDS | 1,094,065 | $70.1B | 26.22% |
| 3 | FIDELITY MERRIMACK STR TR | 895,365 | $40.8B | 15.28% |
| 4 | SCHWAB STRATEGIC TR | 1,234,746 | $30.8B | 11.51% |
| 5 | VANGUARD INTL EQUITY INDEX F | 282,811 | $15.3B | 5.72% |
| 6 | SCHWAB STRATEGIC TR | 632,171 | $14.3B | 5.36% |
| 7 | VANGUARD INDEX FDS | 82,390 | $7.3B | 2.73% |
| 8 | NURIX THERAPEUTICS INC | 228,333 | $3.5B | 1.32% |
| 9 | DIMENSIONAL ETF TRUST | 86,551 | $3.4B | 1.26% |
| 10 | ISHARES TR | 17,437 | $1.7B | 0.65% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 41 | $261.5B | 97.8% |
| Healthcare | 6 | $3.6B | 1.4% |
| Technology | 10 | $1.3B | 0.5% |
| Industrials | 4 | $441.2M | 0.2% |
| Utilities | 3 | $431.7M | 0.2% |
| Consumer Cyclical | 2 | $3.9M | 0.0% |
| Unknown | 3 | $1.9M | 0.0% |
| Communication Services | 3 | $1.7M | 0.0% |
| Consumer Defensive | 2 | $1.6M | 0.0% |
| Energy | 2 | $1.5M | 0.0% |