§ 13F · FUND PROFILE
WestHill Financial Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $510M (13F)Positions · 78Turnover · — · Q1Filed · Apr 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$611K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 155K | $92M | 17.7% | +2% |
| 2 | VONG | VANGUARD SCOTTSDALE FDS | 655K | $72M | 13.7% | +5% |
| 3 | VONV | VANGUARD SCOTTSDALE FDS | 750K | $70M | 13.4% | ±0% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 1.09M | $70M | 13.4% | −1% |
| 5 | FBND | FIDELITY MERRIMACK STR TR | 895K | $41M | 7.8% | +7% |
| 6 | SCHR | SCHWAB STRATEGIC TR | 1.23M | $31M | 5.9% | +8% |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 283K | $15M | 2.9% | +1% |
| 8 | SCHI | SCHWAB STRATEGIC TR | 632K | $14M | 2.7% | +6% |
| 9 | IWS | ISHARES TR | 75K | $11M | 2.1% | +1% |
| 10 | IWP | ISHARES TR | 83K | $11M | 2.0% | +9% |
§ 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 $510 million in assets. The fund runs a portfolio of 78 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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