AAPLApple Inc.
What WestHill Financial Advisors, Inc. reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1759641 · Filed Jul 21, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
VANGUARD INDEX FDSS&P 500 ETF SHS | 154.3K | −0.2% | $105.9M | 18% |
VANGUARD SCOTTSDALE FDSVNG RUS1000GRW | 655.2K | +0.1% | $83.7M | 14.3% |
VANGUARD SCOTTSDALE FDSVNG RUS1000VAL | 749.6K | −0.1% | $79.7M | 13.6% |
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT |
| 1.1M |
| +0.0% |
| $78M |
| 13.3% |
FIDELITY MERRIMACK STR TRTOTAL BD ETF | 915K | +2.2% | $41.6M | 7.1% |
SCHWAB STRATEGIC TRINT-TRM U.S TRES | 1.3M | +4.5% | $31.8M | 5.4% |
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | 283.6K | +0.3% | $16.9M | 2.9% |
SCHWAB STRATEGIC TR5 10YR CORP BD | 652K | +3.1% | $14.8M | 2.5% |
ISHARES TRRUS MDCP VAL ETF | 75K | −0.3% | $12.3M | 2.1% |
ISHARES TRRUS MD CP GR ETF | 83.7K | +0.4% | $12.3M | 2.1% |
VANGUARD SCOTTSDALE FDSVNG RUS2000GRW | 41.5K | −0.5% | $11.9M | 2% |
VANGUARD SCOTTSDALE FDSVNG RUS2000VAL | 58K | −0.5% | $11.3M | 1.9% |
AAPLApple Inc. | 36.3K | −3.3% | $10.5M | 1.8% |
PIMCO ETF TRENHAN SHRT MA AC | 82K | +2.8% | $8.3M | 1.4% |
VANGUARD INDEX FDSREAL ESTATE ETF | 82K | −0.5% | $7.9M | 1.3% |
NRIXNurix Therapeutics, Inc. | 218.3K | −4.4% | $5.3M | 0.9% |
ISHARES TRCORE S&P500 ETF | 5.6K | −5.8% | $4.2M | 0.7% |
DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | 86.6K | New | $3.8M | 0.7% |
AMZNAmazon Com Inc | 12.7K | −2.4% | $3M | 0.5% |
ISHARES TRRUS 1000 VAL ETF | 10K | ±0% | $2.4M | 0.4% |
MSFTMicrosoft Corp | 6.3K | −1.7% | $2.3M | 0.4% |
TCBKTrico Bancshares | 36K | New | $1.9M | 0.3% |
ISHARES TRRUS MID CAP ETF | 17K | −0.6% | $1.9M | 0.3% |
VANGUARD SCOTTSDALE FDSVNG RUS2000IDX | 14.8K | −0.8% | $1.8M | 0.3% |
NVDANVIDIA Corp | 8.8K | −3.8% | $1.8M | 0.3% |
ISHARES TRCORE US AGGBD ET | 17.5K | +0.5% | $1.7M | 0.3% |
ISHARES TRRUS 1000 GRW ETF | 11.3K | +300.0% | $1.4M | 0.2% |
TSLATesla, Inc. | 3K | −4.8% | $1.3M | 0.2% |
PIMCO ETF TRMULTISECTOR BD | 44.1K | +0.1% | $1.2M | 0.2% |
DIMENSIONAL ETF TRUSTUS EQUI MARK ETF | 14.2K | New | $1.2M | 0.2% |
MRSHMarsh & McLennan Companies, Inc. | 6.7K | ±0% | $1.1M | 0.2% |
COSTCostco Wholesale Corp | 1.2K | −1.7% | $1.1M | 0.2% |
JPMJPMorgan Chase & Co | 3.2K | +0.0% | $1M | 0.2% |
GOOGAlphabet Inc. | 2.9K | ±0% | $1M | 0.2% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 1.9K | ±0% | $949.2K | 0.2% |
VANGUARD INDEX FDSTOTAL STK MKT | 2.5K | −1.0% | $908.1K | 0.2% |
CATCaterpillar Inc | 841 | −40.4% | $895.6K | 0.2% |
DIMENSIONAL ETF TRUSTUS MKTWIDE VALUE | 15.4K | ±0% | $847.8K | 0.1% |
CVXChevron Corp | 5K | −0.0% | $827.9K | 0.1% |
SCHWAB STRATEGIC TRUS LRG CAP ETF | 27.9K | ±0% | $821.1K | 0.1% |
SPYSPDR S&P 500 ETF Trust | 929 | +20.0% | $693.9K | 0.1% |
QQQInvesco QQQ Trust, Series 1 | 915 | −10.7% | $674.1K | 0.1% |
WALWestern Alliance Bancorporation | 7.6K | ±0% | $628.6K | 0.1% |
GOOGLAlphabet Inc. | 1.8K | +1.9% | $627.1K | 0.1% |
CSCOCisco Systems, Inc. | 4.9K | +0.4% | $578.8K | 0.1% |
AMDAdvanced Micro Devices Inc | 943 | −23.5% | $547.8K | 0.1% |
VVisa Inc. | 1.6K | +3.4% | $546.5K | 0.1% |
ABBVAbbVie Inc. | 2.2K | −0.3% | $541.3K | 0.1% |
ISHARES TRMSCI EAFE ETF | 5.1K | −8.8% | $525.1K | 0.1% |
BANRBanner Corp | 7.7K | New | $508.4K | 0.1% |
ACNAccenture plc | 3.9K | −2.8% | $483.4K | 0.1% |
UPSUnited Parcel Service Inc | 4.5K | +0.1% | $480.6K | 0.1% |
PHParker-Hannifin Corp | 477 | +0.4% | $466.6K | 0.1% |
PGPROCTER & GAMBLE Co | 2.9K | +1.9% | $423.3K | 0.1% |
AVGOBroadcom Inc. | 1.1K | −0.9% | $422.7K | 0.1% |
PCGPG&E Corp | 25K | +2.1% | $421.2K | 0.1% |
GEVGE Vernova Inc. | 357 | ±0% | $419.4K | 0.1% |
METAMeta Platforms, Inc. | 707 | −7.1% | $398.2K | 0.1% |
INTCIntel Corp | 2.7K | New | $376.6K | 0.1% |
ISHARES TR3 7 YR TREAS BD | 3.1K | ±0% | $363.4K | 0.1% |
DHRDanaher Corp | 1.8K | +1.7% | $336.2K | 0.1% |
ISHARES TRCORE S&P MCP ETF | 4.2K | −0.3% | $323.9K | 0.1% |
GLDSPDR Gold Trust | 836 | −1.4% | $308K | 0.1% |
VSTVistra Corp. | 1.9K | −0.3% | $305.4K | 0.1% |
JNJJohnson & Johnson | 1.2K | −1.5% | $304.8K | 0.1% |
VANGUARD WHITEHALL FDSHIGH DIV YLD | 1.9K | ±0% | $302.5K | 0.1% |
STEWSRH Total Return Fund, Inc. | 16.2K | ±0% | $289.4K | 0.1% |
SPDR SERIES TRUSTST STR SP DIV | 1.8K | New | $277.3K | 0.1% |
TMOThermo Fisher Scientific Inc. | 545 | ±0% | $273.2K | 0.1% |
GEGeneral Electric Co | 729 | +0.1% | $272.3K | 0.1% |
QCOMQualcomm Inc | 1.4K | New | $265.8K | 0.1% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 541 | New | $258.4K | 0.1% |
INVESCO EXCHANGE TRADED FD TDORS WRI MOM ETF | 1.7K | New | $256.4K | 0.1% |
SNDKSandisk Corp | 107 | New | $243.3K | 0.1% |
DIMENSIONAL ETF TRUSTUS TARGETED VLU | 3.3K | ±0% | $227.9K | 0.1% |
ISHARES U S ETF TRSHOR DURA BD ETF | 4.5K | New | $226K | 0.1% |
ISHARES TRCORE S&P SCP ETF | 1.4K | New | $208.2K | 0.1% |
SCHWSchwab Charles Corp | 2.3K | −16.2% | $207.6K | 0.1% |
AMATApplied Materials Inc | 285 | New | $205.9K | 0.1% |
VANGUARD INDEX FDSVALUE ETF | 942 | New | $205.3K | 0.1% |
VCVInvesco California Value Municipal Income Trust | 11.9K | ±0% | $128.7K | 0.1% |
CTMXCytomX Therapeutics, Inc. | 17.1K | ±0% | $64.1K | 0.1% |
