§ 13F · FUND PROFILE
WestHill Financial Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $471.4T (13F)Positions · 72Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 152K | $95.4T | 18.1% | ±0% |
| 2 | VONG | VANGUARD SCOTTSDALE FDS | 626K | $76.2T | 14.5% | −1% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 1.11M | $69.4T | 13.2% | +1% |
| 4 | VONV | VANGUARD SCOTTSDALE FDS | 752K | $69.4T | 13.2% | +1% |
| 5 | FBND | FIDELITY MERRIMACK STR TR | 838K | $38.6T | 7.3% | +4% |
| 6 | SCHR | SCHWAB STRATEGIC TR | 1.14M | $28.6T | 5.4% | ±0% |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 279K | $15.0T | 2.9% | +1% |
| 8 | SCHI | SCHWAB STRATEGIC TR | 596K | $13.7T | 2.6% | ±0% |
| 9 | IWS | ISHARES TR | 75K | $10.6T | 2.0% | +1% |
| 10 | IWP | ISHARES TR | 76K | $10.5T | 2.0% | +1% |
§ 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 $471434.9 trillion in assets. The fund runs a portfolio of 72 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed