§ 13F · FUND PROFILE
WestHill Financial Advisors, Inc..
AUM · $587M (13F)Positions · 82Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 154K | $106M | 18.0% | ±0% |
| 2 | VONG | VANGUARD SCOTTSDALE FDS | 655K | $84M | 14.3% | ±0% |
| 3 | VONV | VANGUARD SCOTTSDALE FDS | 750K | $80M | 13.6% | ±0% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 1.09M | $78M | 13.3% | ±0% |
| 5 | FBND | FIDELITY MERRIMACK STR TR | 915K | $42M | 7.1% | +2% |
| 6 | SCHR | SCHWAB STRATEGIC TR | 1.29M | $32M | 5.4% | +4% |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 284K | $17M | 2.9% | ±0% |
| 8 | SCHI | SCHWAB STRATEGIC TR | 652K | $15M | 2.5% | +3% |
| 9 | IWS | ISHARES TR | 75K | $12M | 2.1% | ±0% |
| 10 | IWP | ISHARES TR | 84K | $12M | 2.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WESTHILL SIGNAL
AC read
WestHill Financial Advisors, Inc. is a Other fund managing $587 million in assets. The fund runs a portfolio of 82 positions.
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