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Livermore
Livermore
ZHEN

WestHill Financial Advisors, Inc.

SEC CIK
0001759641
Latest filing
Jul 21, 2026

The latest 13F from WestHill Financial Advisors, Inc. covers Q2 2026 (filed Jul 21, 2026): 82 long positions worth $587.3M. The top 10 holdings make up 81.2% of the portfolio, and the largest is Vanguard S&P 500 ETF at 18.0%. Livermore has 21 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
9
Est. +$4.21M
Added
21
Est. +$3.26M
Reduced
31
Est. −$2.58M
Sold out
3
Est. −$924.8K

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard S&P 500 ETF922908363
    18.0%$105.9M
  2. Vanguard Scottsdale FDS92206C680
    14.3%$83.7M
  3. Vanguard Scottsdale FDS92206C714
    13.6%$79.7M
  4. Vanguard Ftse Developed Markets ETF921943858
    13.3%$78.0M
  5. Fidelity Merrimack STR Tr316188309
    7.1%$41.6M

Share of portfolio

Top 5 holdings and the other 77 positions, by share of portfolio value

  1. Vanguard S&P 500 ETF18.0%
  2. Vanguard Scottsdale FDS14.3%
  3. Vanguard Scottsdale FDS13.6%
  4. Vanguard Ftse Developed Markets ETF13.3%
  5. Fidelity Merrimack STR Tr7.1%
  6. Other 77 positions33.8%

Biggest buys

New and added positions, by estimated amount bought

  1. TCBKTrico Bancshares
    +$1.94MNewHistory
  2. Schwab Intermediate-Term US Treasury ETF808524854
    +$1.37MAdded
  3. Fidelity Merrimack STR Tr316188309
    +$892.4KAdded
  4. BANRBanner Corp
    +$508.4KNewHistory
  5. Schwab Strategic Tr808524698
    +$449.6KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Vanguard Scottsdale FDS92206C680
    +0.52 pp13.7% → 14.3%
  2. TCBKTrico Bancshares
    +0.33 pp0.0% → 0.3%History
  3. BANRBanner Corp
    +0.09 pp0.0% → 0.1%History
  4. INTCIntel Corp
    +0.06 pp0.0% → 0.1%History
  5. QCOMQualcomm Inc
    +0.05 pp0.0% → <0.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. CATCaterpillar Inc
    −$607.0KReducedHistory
  2. XOMExxonMobil Holdings Corp
    −$496.6KSold outHistory
  3. AAPLApple Inc.
    −$356.5KReducedHistory
  4. iShares Core S&P 500 ETF464287200
    −$260.6KReduced
  5. NRIXNurix Therapeutics, Inc.
    −$242.6KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. XOMExxonMobil Holdings Corp
    −0.09 pp0.1% → 0.0%History
  2. ACNAccenture plc
    −0.07 pp0.2% → 0.1%History
  3. CVXChevron Corp
    −0.06 pp0.2% → 0.1%History
  4. MSFTMicrosoft Corp
    −0.05 pp0.5% → 0.4%History
  5. Vanguard Real Estate ETF922908553
    −0.05 pp1.4% → 1.3%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$587.3M
+$64.4M (+12.3%) vs. prior quarter
Positions
82
+6 vs. prior quarter
Top 10 concentration
81.2%
Top 10 as share of value
Turnover
0.6%
Q2 2026, one quarter
Average holding period
19.5 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

21 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $587.3M (Q2 2026)

Q1 2021: $281.5MQ3 2021: $323.6MQ4 2021: $353.8MQ1 2022: $346.7MQ2 2022: $303.0MQ3 2022: $293.2MQ4 2022: $312.9MQ1 2023: $334.3MQ2 2023: $353.4MQ3 2023: $342.7MQ4 2023: $377.3MQ1 2024: $406.6MQ2 2024: $412.1MQ3 2024: $445.8MQ4 2024: $446.4MQ1 2025: $437.1MQ2 2025: $471.4MQ3 2025: $510.3MQ4 2025: $526.4MQ1 2026: $523.0MQ2 2026: $587.3M
Q1 2021Q2 2026
13F filings of WestHill Financial Advisors, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 21, 202682$587.3MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Scottsdale FDSvs. Q1 2026SEC
Q1 2026Apr 9, 202676$523.0MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Scottsdale FDSvs. Q4 2025SEC
Q4 2025Jan 21, 202681$526.4MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Ftse Developed Markets ETFvs. Q3 2025SEC
Q3 2025Oct 14, 202578$510.3MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Scottsdale FDSvs. Q2 2025SEC
Q2 2025Jul 9, 202572$471.4MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Ftse Developed Markets ETFvs. Q1 2025SEC
Q1 2025Apr 21, 202573$437.1MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Scottsdale FDSvs. Q4 2024SEC
Q4 2024Jan 31, 202578$446.4MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Scottsdale FDSvs. Q3 2024SEC
Q3 2024Oct 18, 202475$445.8MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Scottsdale FDSvs. Q2 2024SEC
Q2 2024Jul 19, 202470$412.1MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Scottsdale FDSvs. Q1 2024SEC
Q1 2024Apr 25, 202476$406.6MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Scottsdale FDSvs. Q4 2023SEC
Q4 2023Jan 31, 202475$377.3MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Scottsdale FDSvs. Q3 2023SEC
Q3 2023Nov 13, 2023116$342.7MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Scottsdale FDSvs. Q2 2023SEC
Q2 2023Aug 11, 2023110$353.4MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Scottsdale FDSvs. Q1 2023SEC
Q1 2023May 11, 2023113$334.3MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Ftse Developed Markets ETFvs. Q4 2022SEC
Q4 2022Feb 14, 2023118$312.9MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Ftse Developed Markets ETFvs. Q3 2022SEC
Q3 2022Nov 14, 2022110$293.2MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Scottsdale FDSvs. Q2 2022SEC
Q2 2022Jul 29, 2022114$303.0MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Scottsdale FDSvs. Q1 2022SEC
Q1 2022Apr 27, 2022121$346.7MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Scottsdale FDSvs. Q4 2021SEC
Q4 2021Feb 14, 2022126$353.8MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Scottsdale FDSvs. Q3 2021SEC
Q3 2021Oct 13, 2021112$323.6MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Scottsdale FDS–SEC
Q1 2021Oct 13, 202185$281.5MVanguard S&P 500 ETFVanguard Scottsdale FDSVanguard Scottsdale FDS–SEC