13F Insight
DOSSIER · 13F-HR · Q1 2026

WestHill Financial Advisors, Inc.

WestHill Financial's asset manager based in Boston, MA — $523M in tracked AUM across 76 positions as of Q1 2026.

WF
WestHill Financial·Boston, MA·Asset Manager
CIK 0001759641 · last filed Mar 31, 2026
Total AUM
$523M
▼ 15.0%
vs prior
Holdings
76
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
Top sector
Financials
43% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: WestHill Financial Advisors, Inc.
1. Portfolio Overview

WestHill Financial Advisors, Inc. has reported a substantial expansion in assets under management (AUM), with the total portfolio value growing by 175.9% from approximately $190.82 million to $526.44 million quarter-over-quarter. This significant increase suggests either substantial net new capital inflows or a strategic consolidation of client accounts during the period. The portf...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$92M155K17.7%
02
VONG
VANGUARD SCOTTSDALE FDS
$72M655K13.7%
03
VONV
VANGUARD SCOTTSDALE FDS
$70M750K13.4%
04
VEA
VANGUARD TAX-MANAGED FDS
$70M1.1M13.4%
05
FBND
FIDELITY MERRIMACK STR TR
$41M895K7.8%
06
SCHR
SCHWAB STRATEGIC TR
$31M1.2M5.9%
07
VWO
VANGUARD INTL EQUITY INDEX F
$15M283K2.9%
08
SCHI
SCHWAB STRATEGIC TR
$14M632K2.7%
09
IWS
ISHARES TR
$11M75K2.1%
10
IWP
ISHARES TR
$11M83K2.0%

Filing history

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