WestHill Financial Advisors, Inc.: 13F holdings
CIK 17596412026Q2
| Positions | 82 |
|---|
| Reported value | $587.3m |
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| Filed | 2026-07-21 |
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Change since last quarter
| Positions | 82 (+6 vs prior quarter) |
|---|
| Reported value | $587.3m (+12.3%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 154,260 | $105.9m | 18.0% |
| VONG VANGUARD SCOTTSDALE FDS | 655,188 | $83.7m | 14.3% |
| VONV VANGUARD SCOTTSDALE FDS | 749,559 | $79.7m | 13.6% |
| VEA VANGUARD TAX-MANAGED FDS | 1,094,124 | $78.0m | 13.3% |
| FBND FIDELITY MERRIMACK STR TR | 914,982 | $41.6m | 7.1% |
| SCHR SCHWAB STRATEGIC TR | 1,290,103 | $31.8m | 5.4% |
| VWO VANGUARD INTL EQUITY INDEX F | 283,550 | $16.9m | 2.9% |
| SCHI SCHWAB STRATEGIC TR | 652,028 | $14.8m | 2.5% |
| IWS ISHARES TR | 74,979 | $12.3m | 2.1% |
| IWP ISHARES TR | 83,725 | $12.3m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1759641")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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