WestHill Financial Advisors, Inc.
CIK 0001759641 · SAN RAFAEL, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-21 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$587.3M
2026 Q2
Positions
82
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
81.2%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VOO
VANGUARD INDEX FDS
18.0%
VONG
VANGUARD SCOTTSDALE FDS
14.3%
VONV
VANGUARD SCOTTSDALE FDS
13.6%
VEA
VANGUARD TAX-MANAGED FDS
13.3%
FBND
FIDELITY MERRIMACK STR TR
7.1%
SCHR
SCHWAB STRATEGIC TR
5.4%
VWO
VANGUARD INTL EQUITY INDEX F
2.9%
SCHI
SCHWAB STRATEGIC TR
2.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.