WestHill Financial Advisors, Inc.
CIK 1759641
13F filing for Q2 2026・No. 3,553
- Holdings
- US$587.31M
- Quarter change
- +US$64.36M
- Entries
- 82
- Net bought (estimate)
- +US$3.96M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 9
- Sold out 3
- Cut 31
- Added 22
- Corporate actions 0
- Unchanged 20
Largest holdings
82 stocks worth US$587.31M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Cut | 154,260 | US$105.95M | 18.04% |
| VANGUARD SCOTTSDALE FDSVNG RUS1000GRW | Added | 655,188 | US$83.74M | 14.26% |
| VANGUARD SCOTTSDALE FDSVNG RUS1000VAL | Cut | 749,559 | US$79.69M | 13.57% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 1,094,124 | US$77.96M | 13.27% |
| FIDELITY MERRIMACK STR TRTOTAL BD ETF | Added | 914,982 | US$41.62M | 7.09% |
| SCHWAB STRATEGIC TRINT-TRM U.S TRES | Added | 1,290,103 | US$31.81M | 5.42% |
| VWOVANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | Added | 283,550 | US$16.93M | 2.88% |
| SCHWAB STRATEGIC TR5 10YR CORP BD | Added | 652,028 | US$14.76M | 2.51% |
| ISHARES TRRUS MDCP VAL ETF | Cut | 74,979 | US$12.34M | 2.10% |
| ISHARES TRRUS MD CP GR ETF | Added | 83,725 | US$12.26M | 2.09% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 21, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.