WestHill Financial Advisors, Inc. reported 47 positions worth $48.86M for the quarter ended Sep 30, 2026, up 11.2% on the prior quarter. It opened 7 new positions, added to 10, trimmed 21 and exited 2. Its largest holding is Apple Inc. at 24.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MSFT Microsoft Corp | +4,335 | +69.2% | $2.22M | 11.13% |
| LLY ELI LILLY & Co | +419 | – | $484.82K | 0.992% |
| XOM ExxonMobil Holdings Corp | +2,821 | – | $459.12K | 0.94% |
| MCD Mcdonalds Corp | +1,587 | – | $366.50K | 0.75% |
| MPC Marathon Petroleum Corp | +718 | – | $283.91K | 0.581% |
| DIS Walt Disney Co | +2,215 | – | $232.31K | 0.475% |
| MRK Merck & Co., Inc. | +1,443 | – | $209.73K | 0.429% |
| PLTR Palantir Technologies Inc. | +1,078 | – | $201.64K | 0.413% |
| META Meta Platforms, Inc. | +162 | +22.9% | $117.48K | 1.29% |
| NVDA Nvidia Corp | +211 | +2.4% | $48.19K | 4.19% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CAT Caterpillar Inc | -479 | -57.0% | $388.37K | 0.601% |
| WAL Western Alliance Bancorporation | -3,824 | -50.0% | $287.18K | 0.588% |
| AAPL Apple Inc. | -736 | -2.0% | $245.11K | 24.23% |
| SNDK Sandisk Corp | -107 | -100.0% | $243.29K | Exited |
| NRIX Nurix Therapeutics, Inc. | -10.0K | -4.6% | $237.10K | 10.11% |
| AMAT Applied Materials Inc | -285 | -100.0% | $205.90K | Exited |
| GEV GE Vernova Inc. | -105 | -29.4% | $99.80K | 0.49% |
| TSLA Tesla, Inc. | -179 | -6.0% | $63.51K | 2.04% |
| AMD Advanced Micro Devices Inc | -95 | -10.1% | $58.12K | 1.06% |
| ABBV AbbVie Inc. | -214 | -9.9% | $55.98K | 1.04% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| LLY ELI LILLY & Co | +419 | $484.82K | 0.992% |
| XOM ExxonMobil Holdings Corp | +2,821 | $459.12K | 0.94% |
| MCD Mcdonalds Corp | +1,587 | $366.50K | 0.75% |
| MPC Marathon Petroleum Corp | +718 | $283.91K | 0.581% |
| DIS Walt Disney Co | +2,215 | $232.31K | 0.475% |
| MRK Merck & Co., Inc. | +1,443 | $209.73K | 0.429% |
| PLTR Palantir Technologies Inc. | +1,078 | $201.64K | 0.413% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 35.5K | $11.84M | 24.23% | -736 | -2.0% | Reduced | 0% |
| 2 | MSFT Microsoft Corp | Technology | 10.6K | $5.44M | 11.13% | +4,335 | +69.2% | Added | 0% |
| 3 | NRIX Nurix Therapeutics, Inc. | Healthcare | 208.3K | $4.94M | 10.11% | -10.0K | -4.6% | Reduced | 0.19% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 12.5K | $3.11M | 6.36% | -197 | -1.6% | Reduced | 0% |
| 5 | NVDA Nvidia Corp | Technology | 8,964 | $2.05M | 4.19% | +211 | +2.4% | Added | 0% |
| 6 | TCBK Trico Bancshares / | Financial Services | 36.0K | $1.84M | 3.77% | 0 | 0.0% | Unchanged | 0.11% |
| 7 | MRSH Marsh & Mclennan Companies, Inc. | Financial Services | 6,709 | $1.15M | 2.34% | 0 | 0.0% | Unchanged | 0% |
| 8 | COST Costco Wholesale Corp | Consumer Staples | 1,156 | $1.05M | 2.15% | +5 | +0.4% | Added | 0% |
| 9 | JPM Jpmorgan Chase & Co | Financial Services | 3,149 | $1.04M | 2.13% | -56 | -1.7% | Reduced | 0% |
| 10 | TSLA Tesla, Inc. | Consumer Discretionary | 2,808 | $996.31K | 2.04% | -179 | -6.0% | Reduced | 0% |
| 11 | CVX Chevron Corp | Energy | 4,833 | $987.02K | 2.02% | -162 | -3.2% | Reduced | 0% |
| 12 | GOOG Alphabet Inc. | Technology | 2,833 | $965.32K | 1.98% | -20 | -0.7% | Reduced | 0% |
| 13 | BRK-B Berkshire Hathaway Inc | Financial Services | 1,897 | $944.61K | 1.93% | 0 | 0.0% | Unchanged | 0% |
| 14 | ACN Accenture plc | Industrials | 3,885 | $712.39K | 1.46% | 0 | 0.0% | Unchanged | 0% |
| 15 | META Meta Platforms, Inc. | Technology | 869 | $630.18K | 1.29% | +162 | +22.9% | Added | 0% |
Tip. Select a row to see that position’s full history at WestHill Financial Advisors.
As of its Q3 2026 13F filing, WestHill Financial Advisors, Inc.’s five largest positions were Apple Inc. (AAPL) at 24.2%, Microsoft Corp (MSFT) at 11.1%, Nurix Therapeutics, Inc. (NRIX) at 10.1%, Amazon Com Inc (AMZN) at 6.4%, Nvidia Corp (NVDA) at 4.2% of the reported portfolio.
WestHill Financial Advisors, Inc. reported a 13F portfolio worth $48.86M across 47 positions for Q3 2026. That is up 11.2% from the previous quarter.
Its largest purchases by value were Microsoft Corp ($2.22M), ELI LILLY & Co ($484.82K), ExxonMobil Holdings Corp ($459.12K). It opened 7 new positions.
Its largest sales by value were Caterpillar Inc ($388.37K), Western Alliance Bancorporation ($287.18K), Apple Inc. ($245.11K). It exited 2 positions entirely.
From the Form 13F-HR reports WestHill Financial Advisors, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.