Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WestHill Financial Advisors, Inc. (CIK 1759641) reported $523.0M across 76 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($92.3M, 17.66%), VONG ($71.8M, 13.73%), VONV ($70.3M, 13.44%), VEA ($70.1M, 13.41%), FBND ($40.8M, 7.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $92.3M | 17.66% | 154,531 | Added |
| 2 | VONG | VANGUARD SCOTTSDALE FDS | $71.8M | 13.73% | 654,798 | Added |
| 3 | VONV | VANGUARD SCOTTSDALE FDS | $70.3M | 13.44% | 749,976 | Trimmed |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $70.1M | 13.41% | 1.1M | Trimmed |
| 5 | FBND | FIDELITY MERRIMACK STR TR | $40.8M | 7.81% | 895,365 | Added |
| 6 | SCHR | SCHWAB STRATEGIC TR | $30.8M | 5.88% | 1.2M | Added |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $15.3M | 2.92% | 282,811 | Added |
| 8 | SCHI | SCHWAB STRATEGIC TR | $14.3M | 2.74% | 632,171 | Added |
| 9 | IWS | ISHARES TR | $11.0M | 2.10% | 75,215 | Added |
| 10 | IWP | ISHARES TR | $10.7M | 2.04% | 83,417 | Added |
| 11 | VTWV | VANGUARD SCOTTSDALE FDS | $9.7M | 1.86% | 58,233 | Trimmed |
| 12 | VTWG | VANGUARD SCOTTSDALE FDS | $9.6M | 1.83% | 41,701 | Added |
| 13 | AAPL | APPLE INC | $9.5M | 1.82% | 37,508 | Trimmed |
| 14 | MINT | PIMCO ETF TR | $8.0M | 1.53% | 79,703 | Added |
| 15 | VNQ | VANGUARD INDEX FDS | $7.3M | 1.40% | 82,390 | Added |
| 16 | IVV | ISHARES TR | $3.9M | 0.74% | 5,953 | Trimmed |
| 17 | NRIX | NURIX THERAPEUTICS INC | $3.5M | 0.68% | 228,333 | Hold |
| 18 | DFAC | DIMENSIONAL ETF TRUST | $3.4M | 0.64% | 86,551 | Trimmed |
| 19 | AMZN | AMAZON COM INC | $2.7M | 0.52% | 12,971 | Added |
| 20 | MSFT | MICROSOFT CORP | $2.4M | 0.45% | 6,376 | Trimmed |
| 21 | IWD | ISHARES TR | $2.1M | 0.41% | 9,980 | Trimmed |
| 22 | AGG | ISHARES TR | $1.7M | 0.33% | 17,437 | Added |
| 23 | IWR | ISHARES TR | $1.7M | 0.32% | 17,146 | Trimmed |
| 24 | NVDA | NVIDIA CORPORATION | $1.6M | 0.30% | 9,098 | Trimmed |
| 25 | VTWO | VANGUARD SCOTTSDALE FDS | $1.5M | 0.29% | 14,881 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31