WestHill Financial Advisors, Inc.

13F filer · CIK 0001759641

Reported Jul 21, 2026

Net buyer this quarter

13F portfolio value$587MU.S. long equity reported on 13F

Positions497 new · 3 closed

Net flow last quarter+$1.81MBuys minus sells

Top 10 positions weight9.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 21, 202649 positions
SCHISterling Chemicals Inc	$14.8M	2.51%	Not reported	+3.1%	Q3 2021
IWSImageware Systems Inc	$12.3M	2.10%	Not reported	-0.3%	Q4 2020
AAPLApple Inc.	$10.5M	1.79%	0.00%	-3.3%	Q4 2020
NRIXNurix Therapeutics, Inc.	$5.3M	0.90%	0.21%	-4.4%	Q1 2021
AMZNAmazon Com Inc	$3.02M	0.51%	0.00%	-2.4%	Q4 2020
MSFTMicrosoft Corp	$2.34M	0.40%	0.00%	-1.7%	Q4 2020
TCBKTrico Bancshares /	$1.94M	0.33%	0.11%	New	Q2 2026
NVDANvidia Corp	$1.75M	0.30%	0.00%	-3.8%	Q3 2023
TSLATesla, Inc.	$1.26M	0.21%	0.00%	-4.8%	Q4 2021
MRSHMarsh & Mclennan Companies, Inc.	$1.12M	0.19%	0.00%	Not reported	Q3 2021
COSTCostco Wholesale Corp	$1.08M	0.18%	0.00%	-1.7%	Q1 2024
JPMJPMorgan Chase & Co	$1.05M	0.18%	0.00%	0.0%	Q4 2021
GOOGAlphabet Inc.	$1.01M	0.17%	Not reported	Not reported	Q4 2020
BRK.BBerkshire Hathaway Inc	$949K	0.16%	Not reported	Not reported	Q4 2020
CATCaterpillar Inc	$896K	0.15%	0.00%	-40.4%	Q3 2021
CVXChevron Corp	$828K	0.14%	0.00%	0.0%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$694K	0.12%	Not reported	+20.0%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$674K	0.11%	Not reported	-10.7%	Q1 2022
WALWestern Alliance Bancorporation	$629K	0.11%	0.01%	Not reported	Q4 2020
GOOGLAlphabet Inc.	$627K	0.11%	0.00%	+1.9%	Q4 2020
CSCOCisco Systems, Inc.	$579K	0.10%	0.00%	+0.4%	Q1 2024
AMDAdvanced Micro Devices Inc	$548K	0.09%	0.00%	-23.5%	Q4 2020
VVisa Inc.	$547K	0.09%	0.00%	+3.4%	Q1 2023
ABBVAbbVie Inc.	$541K	0.09%	0.00%	-0.3%	Q4 2020
BANRBanner Corp	$508K	0.09%	0.02%	New	Q2 2026
ACNAccenture plc	$483K	0.08%	0.00%	-2.8%	Q4 2020
UPSUnited Parcel Service Inc	$481K	0.08%	0.00%	+0.1%	Q4 2020
PHParker-Hannifin Corp	$467K	0.08%	0.00%	+0.4%	Q3 2024
PGPROCTER & GAMBLE Co	$423K	0.07%	0.00%	+1.9%	Q4 2020
AVGOBroadcom Inc.	$423K	0.07%	0.00%	-0.9%	Q2 2025
PCGPG&E Corp	$421K	0.07%	0.00%	+2.1%	Q3 2023
GEVGE Vernova Inc.	$419K	0.07%	0.00%	Not reported	Q3 2025
METAMeta Platforms, Inc.	$398K	0.07%	Not reported	-7.1%	Q4 2023
INTCIntel Corp	$377K	0.06%	0.00%	Not reported	Q3 2021
DHRDanaher Corp	$336K	0.06%	0.00%	+1.7%	Q1 2022
GLDSPDR Gold Trust	$308K	0.05%	0.00%	-1.4%	Q1 2025
VSTVistra Corp.	$305K	0.05%	0.00%	-0.3%	Q3 2024
JNJJohnson & Johnson	$305K	0.05%	0.00%	-1.5%	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$302K	0.05%	Not reported	Not reported	Q4 2023
STEWSRH Total Return Fund, Inc.	$289K	0.05%	Not reported	Not reported	Q4 2020
TMOThermo Fisher Scientific Inc.	$273K	0.05%	0.00%	Not reported	Q1 2022
GEGeneral Electric Co	$272K	0.05%	0.00%	+0.1%	Q3 2025
QCOMQualcomm Inc	$266K	0.05%	0.00%	Not reported	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$258K	0.04%	0.00%	New	Q2 2026
SNDKSandisk Corp	$243K	0.04%	0.00%	New	Q2 2026
SCHWSchwab Charles Corp	$208K	0.04%	0.00%	-16.2%	Q4 2025
AMATApplied Materials Inc	$206K	0.04%	0.00%	New	Q2 2026
VCVInvesco California Value Municipal Income Trust	$129K	0.02%	Not reported	Not reported	Q4 2023
CTMXCytomX Therapeutics, Inc.	$64.1K	0.01%	0.01%	Not reported	Q4 2020
Q1 2026Reported Apr 9, 202645 positions
SCHISterling Chemicals Inc	$14.3M	2.74%	Not reported	+6.1%	Q3 2021
IWSImageware Systems Inc	$11M	2.10%	Not reported	+0.6%	Q4 2020
AAPLApple Inc.	$9.52M	1.82%	0.00%	-2.5%	Q4 2020
NRIXNurix Therapeutics, Inc.	$3.54M	0.68%	0.22%	Not reported	Q1 2021
AMZNAmazon Com Inc	$2.7M	0.52%	0.00%	+45.2%	Q4 2020
MSFTMicrosoft Corp	$2.36M	0.45%	0.00%	-2.4%	Q4 2020
NVDANvidia Corp	$1.59M	0.30%	0.00%	-0.3%	Q3 2023
COSTCostco Wholesale Corp	$1.17M	0.22%	0.00%	-1.8%	Q1 2024
TSLATesla, Inc.	$1.17M	0.22%	0.00%	-7.7%	Q4 2021
MRSHMarsh & Mclennan Companies, Inc.	$1.16M	0.22%	0.00%	-0.3%	Q3 2021
CVXChevron Corp	$1.03M	0.20%	0.00%	-6.3%	Q4 2020
CATCaterpillar Inc	$1M	0.19%	0.00%	-1.7%	Q3 2021
JPMJPMorgan Chase & Co	$942K	0.18%	0.00%	-0.2%	Q4 2021
BRK.BBerkshire Hathaway Inc	$909K	0.17%	Not reported	-0.1%	Q4 2020
GOOGAlphabet Inc.	$818K	0.16%	Not reported	-2.7%	Q4 2020
ACNAccenture plc	$792K	0.15%	0.00%	-0.8%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$592K	0.11%	Not reported	+0.2%	Q1 2022
WALWestern Alliance Bancorporation	$542K	0.10%	0.01%	+8.6%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$504K	0.10%	Not reported	Not reported	Q4 2021
XOMExxonMobil Holdings Corp	$497K	0.09%	0.00%	+0.4%	Q1 2022
GOOGLAlphabet Inc.	$495K	0.09%	0.00%	-0.9%	Q4 2020
ABBVAbbVie Inc.	$469K	0.09%	0.00%	+1.6%	Q4 2020
VVisa Inc.	$465K	0.09%	0.00%	+0.1%	Q1 2023
UPSUnited Parcel Service Inc	$440K	0.08%	0.00%	0.0%	Q4 2020
METAMeta Platforms, Inc.	$435K	0.08%	Not reported	-0.4%	Q4 2023
PCGPG&E Corp	$431K	0.08%	0.00%	-0.6%	Q3 2023
PHParker-Hannifin Corp	$425K	0.08%	0.00%	Not reported	Q3 2024
PGPROCTER & GAMBLE Co	$409K	0.08%	0.00%	-0.8%	Q4 2020
CSCOCisco Systems, Inc.	$381K	0.07%	0.00%	-1.7%	Q1 2024
GLDSPDR Gold Trust	$365K	0.07%	0.00%	-0.9%	Q1 2025
AVGOBroadcom Inc.	$349K	0.07%	0.00%	+0.1%	Q2 2025
DHRDanaher Corp	$329K	0.06%	0.00%	Not reported	Q1 2022
GEVGE Vernova Inc.	$312K	0.06%	0.00%	+0.9%	Q3 2025
JNJJohnson & Johnson	$298K	0.06%	0.00%	-6.5%	Q4 2020
VSTVistra Corp.	$290K	0.06%	0.00%	-0.3%	Q3 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$283K	0.05%	Not reported	Not reported	Q4 2023
STEWSRH Total Return Fund, Inc.	$276K	0.05%	Not reported	Not reported	Q4 2020
TMOThermo Fisher Scientific Inc.	$268K	0.05%	0.00%	Not reported	Q1 2022
SCHWSchwab Charles Corp	$252K	0.05%	0.00%	-12.5%	Q4 2025
AMDAdvanced Micro Devices Inc	$251K	0.05%	0.00%	Not reported	Q4 2020
SLViShares Silver Trust	$225K	0.04%	0.00%	Not reported	Q4 2025
GEGeneral Electric Co	$207K	0.04%	0.00%	+1.7%	Q3 2025
VZVerizon Communications Inc	$203K	0.04%	0.00%	Not reported	Q4 2020
VCVInvesco California Value Municipal Income Trust	$124K	0.02%	Not reported	Not reported	Q4 2023
CTMXCytomX Therapeutics, Inc.	$80.3K	0.02%	0.01%	Not reported	Q4 2020
Q4 2025Reported Jan 21, 202652 positions
SCHISterling Chemicals Inc	$13.7M	2.60%	Not reported	+0.5%	Q3 2021
IWSImageware Systems Inc	$10.6M	2.00%	Not reported	+0.6%	Q4 2020
AAPLApple Inc.	$10.5M	1.99%	0.00%	-8.3%	Q4 2020
NRIXNurix Therapeutics, Inc.	$4.33M	0.82%	0.22%	Not reported	Q1 2021
MSFTMicrosoft Corp	$3.16M	0.60%	0.00%	+3.8%	Q4 2020
AMZNAmazon Com Inc	$2.06M	0.39%	0.00%	-0.2%	Q4 2020
NVDANvidia Corp	$1.7M	0.32%	0.00%	-7.2%	Q3 2023
TSLATesla, Inc.	$1.53M	0.29%	0.00%	+512.4%	Q4 2021
MRSHMarsh & Mclennan Companies, Inc.	$1.25M	0.24%	0.00%	+215.7%	Q3 2021
ACNAccenture plc	$1.08M	0.21%	0.00%	+5.2%	Q4 2020
JPMJPMorgan Chase & Co	$1.03M	0.20%	0.00%	-0.3%	Q4 2021
COSTCostco Wholesale Corp	$1.03M	0.20%	0.00%	-11.2%	Q1 2024
BRK.BBerkshire Hathaway Inc	$955K	0.18%	Not reported	-5.1%	Q4 2020
GOOGAlphabet Inc.	$920K	0.17%	Not reported	-11.2%	Q4 2020
CATCaterpillar Inc	$823K	0.16%	0.00%	+16.6%	Q3 2021
CVXChevron Corp	$812K	0.15%	0.00%	+0.2%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$629K	0.12%	Not reported	-10.9%	Q1 2022
WALWestern Alliance Bancorporation	$592K	0.11%	0.01%	-3.4%	Q4 2020
GOOGLAlphabet Inc.	$544K	0.10%	0.00%	+9.2%	Q4 2020
VVisa Inc.	$540K	0.10%	0.00%	+2.5%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$528K	0.10%	Not reported	Not reported	Q4 2021
METAMeta Platforms, Inc.	$504K	0.10%	Not reported	+8.2%	Q4 2023
ABBVAbbVie Inc.	$485K	0.09%	0.00%	-1.1%	Q4 2020
UPSUnited Parcel Service Inc	$443K	0.08%	0.00%	+0.1%	Q4 2020
PHParker-Hannifin Corp	$418K	0.08%	0.00%	+9.7%	Q3 2024
PGPROCTER & GAMBLE Co	$409K	0.08%	0.00%	+2.7%	Q4 2020
DHRDanaher Corp	$397K	0.08%	0.00%	Not reported	Q1 2022
PCGPG&E Corp	$397K	0.08%	0.00%	-2.3%	Q3 2023
AVGOBroadcom Inc.	$390K	0.07%	0.00%	+37.9%	Q2 2025
CSCOCisco Systems, Inc.	$385K	0.07%	0.00%	+13.4%	Q1 2024
XOMExxonMobil Holdings Corp	$351K	0.07%	0.00%	+10.9%	Q1 2022
GLDSPDR Gold Trust	$339K	0.06%	0.00%	+6.6%	Q1 2025
TMOThermo Fisher Scientific Inc.	$316K	0.06%	0.00%	-17.6%	Q1 2022
VSTVistra Corp.	$312K	0.06%	0.00%	+0.3%	Q3 2024
SCHWSchwab Charles Corp	$307K	0.06%	0.00%	New	Q4 2025
STEWSRH Total Return Fund, Inc.	$300K	0.06%	Not reported	Not reported	Q4 2020
FICOFair Isaac Corp	$277K	0.05%	0.00%	Not reported	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$275K	0.05%	Not reported	Not reported	Q4 2023
JNJJohnson & Johnson	$269K	0.05%	0.00%	+1.8%	Q4 2020
AMDAdvanced Micro Devices Inc	$264K	0.05%	0.00%	-11.5%	Q4 2020
QCOMQualcomm Inc	$252K	0.05%	0.00%	-1.2%	Q4 2021
IAUIshares Gold Trust	$247K	0.05%	0.00%	New	Q4 2025
ORCLOracle Corp	$232K	0.04%	0.00%	+4.1%	Q3 2024
GEVGE Vernova Inc.	$231K	0.04%	0.00%	+1.7%	Q3 2025
GEGeneral Electric Co	$221K	0.04%	0.00%	+1.6%	Q3 2025
PLTRPalantir Technologies Inc.	$215K	0.04%	0.00%	-8.5%	Q3 2025
MAZEMaze Therapeutics, Inc.	$215K	0.04%	0.01%	New	Q4 2025
SLViShares Silver Trust	$213K	0.04%	0.00%	New	Q4 2025
AXPAmerican Express Co	$209K	0.04%	0.00%	Not reported	Q4 2024
ABTAbbott Laboratories	$207K	0.04%	0.00%	-1.8%	Q4 2020

Q3 2025Reported Oct 14, 202548 positions
SCHISterling Chemicals Inc	$13.7M	2.68%	Not reported	+6.7%	Q3 2021
AAPLApple Inc.	$10.7M	2.09%	0.00%	-4.9%	Q4 2020
IWSImageware Systems Inc	$10.4M	2.04%	Not reported	+4.3%	Q4 2020
MSFTMicrosoft Corp	$3.26M	0.64%	0.00%	-0.1%	Q4 2020
NRIXNurix Therapeutics, Inc.	$2.11M	0.41%	0.30%	Not reported	Q1 2021
AMZNAmazon Com Inc	$1.97M	0.39%	0.00%	-1.2%	Q4 2020
NVDANvidia Corp	$1.84M	0.36%	0.00%	-1.2%	Q3 2023
COSTCostco Wholesale Corp	$1.24M	0.24%	0.00%	Not reported	Q1 2024
JPMJPMorgan Chase & Co	$1.01M	0.20%	0.00%	+0.1%	Q4 2021
BRK.BBerkshire Hathaway Inc	$1.01M	0.20%	Not reported	Not reported	Q4 2020
ACNAccenture plc	$944K	0.18%	0.00%	-2.2%	Q4 2020
CVXChevron Corp	$826K	0.16%	0.00%	-0.3%	Q4 2020
GOOGAlphabet Inc.	$804K	0.16%	Not reported	-9.4%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$689K	0.14%	Not reported	Not reported	Q1 2022
WALWestern Alliance Bancorporation	$632K	0.12%	0.01%	Not reported	Q4 2020
CATCaterpillar Inc	$588K	0.12%	0.00%	Not reported	Q3 2021
METAMeta Platforms, Inc.	$518K	0.10%	Not reported	-0.6%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$516K	0.10%	Not reported	+1.0%	Q4 2021
VVisa Inc.	$513K	0.10%	0.00%	-1.1%	Q1 2023
ABBVAbbVie Inc.	$497K	0.10%	0.00%	-3.6%	Q4 2020
MRSHMarsh & Mclennan Companies, Inc.	$430K	0.08%	0.00%	Not reported	Q3 2021
PGPROCTER & GAMBLE Co	$427K	0.08%	0.00%	-3.3%	Q4 2020
GOOGLAlphabet Inc.	$387K	0.08%	0.00%	-14.2%	Q4 2020
PCGPG&E Corp	$381K	0.07%	0.00%	Not reported	Q3 2023
VSTVistra Corp.	$378K	0.07%	0.00%	+0.3%	Q3 2024
UPSUnited Parcel Service Inc	$373K	0.07%	0.00%	+0.1%	Q4 2020
DHRDanaher Corp	$344K	0.07%	0.00%	Not reported	Q1 2022
PHParker-Hannifin Corp	$328K	0.06%	0.00%	Not reported	Q3 2024
ORCLOracle Corp	$321K	0.06%	0.00%	-4.6%	Q3 2024
TMOThermo Fisher Scientific Inc.	$321K	0.06%	0.00%	+0.8%	Q1 2022
CSCOCisco Systems, Inc.	$301K	0.06%	0.00%	-4.7%	Q1 2024
XOMExxonMobil Holdings Corp	$296K	0.06%	0.00%	-9.9%	Q1 2022
STEWSRH Total Return Fund, Inc.	$294K	0.06%	Not reported	Not reported	Q4 2020
GLDSPDR Gold Trust	$285K	0.06%	0.00%	+7.5%	Q1 2025
AVGOBroadcom Inc.	$270K	0.05%	0.00%	-1.1%	Q2 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$270K	0.05%	Not reported	Not reported	Q4 2023
QCOMQualcomm Inc	$248K	0.05%	0.00%	Not reported	Q4 2021
TSLATesla, Inc.	$247K	0.05%	0.00%	Not reported	Q4 2021
FICOFair Isaac Corp	$245K	0.05%	0.00%	Not reported	Q4 2020
PLTRPalantir Technologies Inc.	$242K	0.05%	0.00%	New	Q3 2025
JNJJohnson & Johnson	$237K	0.05%	0.00%	-10.4%	Q4 2020
ABTAbbott Laboratories	$225K	0.04%	0.00%	-1.3%	Q4 2020
AMDAdvanced Micro Devices Inc	$225K	0.04%	0.00%	Not reported	Q4 2020
GEVGE Vernova Inc.	$214K	0.04%	0.00%	New	Q3 2025
GEGeneral Electric Co	$212K	0.04%	0.00%	New	Q3 2025
HDHome Depot, Inc.	$211K	0.04%	0.00%	Not reported	Q4 2021
VCVInvesco California Value Municipal Income Trust	$126K	0.02%	Not reported	Not reported	Q4 2023
CTMXCytomX Therapeutics, Inc.	$54.5K	0.01%	0.01%	Not reported	Q4 2020

Premium opens every quarter this fund has filed