WestHill Financial Advisors, Inc.
Long book
$523.0M
Q1 2026
Positions
76
Top-10 weight
82%
concentration
Last quarter
+11.8%
SPY +14.8%
Turnover
13%
of book per quarter
Strategy in plain words
auto-generated from filingsWestHill Financial Advisors, Inc. is a wealth-management firm allocating client money, running a $523.0M US long book across 76 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: VANGUARD S&P 500 ETF, VANGUARD RUSSELL 1000 GROWTH, VANGUARD RUSSELL 1000 VALUE, VANGUARD FTSE DEVELOPED ETF, FIDELITY TOTAL BOND ETF.
Over the last 9 quarters its long book ran on average 0.7pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.6%
Q2 2024
+6.5%
Q3 2024
-0.3%
Q4 2024
-2.3%
Q1 2025
+8.5%
Q2 2025
+6.7%
Q3 2025
+3.0%
Q4 2025
-2.3%
Q1 2026
+11.8%
Sector allocation
Technology 45%
Healthcare 12%
Consumer discretionary 11%
Financials 10%
Industrials 10%
Energy 4%
Services media 3%
Utilities 2%
Long book by quarter
What does WestHill Financial own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 37.5K | $9.5M | 1.8% | -2.5% |
| NRIX NURIX THERAPEUTICS INC | Healthcare | 228.3K | $3.5M | 0.7% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 13.0K | $2.7M | 0.5% | +45.2% |
| MSFT MICROSOFT CORP | Technology | 6.4K | $2.4M | 0.5% | -2.4% |
| NVDA NVIDIA CORP | Technology | 9.1K | $1.6M | 0.3% | -0.3% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 1.2K | $1.2M | 0.2% | -1.8% |
| TSLA TESLA INC | Industrials | 3.1K | $1.2M | 0.2% | -7.7% |
| MRSH MARSH & MCLENNAN COS | Financials | 6.7K | $1.2M | 0.2% | -0.3% |
| CVX CHEVRON CORP | Energy | 5.0K | $1.0M | 0.2% | -6.3% |
| CAT CATERPILLAR INC | Industrials | 1.4K | $1000K | 0.2% | -1.7% |
| JPM JPMORGAN CHASE & CO | Financials | 3.2K | $942K | 0.2% | -0.2% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 1.9K | $909K | 0.2% | -0.1% |
| GOOG ALPHABET INC-CL C | Technology | 2.9K | $818K | 0.2% | -2.7% |
| ACN ACCENTURE PLC-CL A | Services media | 4.0K | $792K | 0.2% | -0.7% |
| WAL WESTERN ALLIANCE BANCORP | Financials | 7.6K | $542K | 0.1% | +8.6% |
| XOM EXXON MOBIL CORP | Energy | 2.9K | $497K | 0.1% | +0.4% |
| GOOGL ALPHABET INC-CL A | Technology | 1.7K | $495K | 0.1% | -0.9% |
| ABBV ABBVIE INC | Healthcare | 2.2K | $469K | 0.1% | +1.6% |
| V VISA INC-CLASS A SHARES | Services media | 1.5K | $465K | 0.1% | +0.1% |
| UPS UNITED PARCEL SERVICE-CL B | Industrials | 4.5K | $440K | 0.1% | 0.0% |
| META META PLATFORMS INC-CLASS A | Technology | 761 | $435K | 0.1% | -0.4% |
| PCG P G & E CORP | Utilities | 24.5K | $431K | 0.1% | -0.6% |
| PH PARKER HANNIFIN CORP | Industrials | 475 | $425K | 0.1% | Held |
| PG PROCTER & GAMBLE CO/THE | Other | 2.8K | $409K | 0.1% | -0.8% |
| CSCO CISCO SYSTEMS INC | Technology | 4.9K | $381K | 0.1% | -1.7% |
| AVGO BROADCOM INC | Technology | 1.1K | $349K | 0.1% | +0.1% |
| DHR DANAHER CORP | Technology | 1.7K | $329K | 0.1% | Held |
| GEV GE VERNOVA INC | Industrials | 357 | $312K | 0.1% | +0.8% |
| JNJ JOHNSON & JOHNSON | Healthcare | 1.2K | $298K | 0.1% | -6.5% |
| VST VISTRA CORP | Utilities | 1.9K | $290K | 0.1% | -0.3% |
| TMO THERMO FISHER SCIENTIFIC INC | Other | 545 | $268K | 0.1% | Held |
| SCHW SCHWAB (CHARLES) CORP | Financials | 2.7K | $252K | 0.0% | -12.5% |
| AMD ADVANCED MICRO DEVICES | Technology | 1.2K | $251K | 0.0% | Held |
| GE GENERAL ELECTRIC | Industrials | 728 | $207K | 0.0% | +1.7% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 4.0K | $203K | 0.0% | New |
| CTMX CYTOMX THERAPEUTICS INC | Healthcare | 17.1K | $80K | 0.0% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 9, 2026 | 76 | $523.0M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 21, 2026 | 81 | $526.4M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 14, 2025 | 78 | $510.3M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 9, 2025 | 72 | $471.4M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 21, 2025 | 73 | $437.1M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 31, 2025 | 78 | $446.4M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 18, 2024 | 75 | $445.8M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 19, 2024 | 70 | $412.1M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 25, 2024 | 76 | $406.6M | canonical | SEC ↗ |