WestHill Financial Advisors, Inc.
•CIK: 1759641•Filing: Q4 2025
**WestHill Financial Advisors, Inc.** manages $526M across a diversified portfolio of 81 positions. The fund exhibits a significant allocation to broad market equity exposure, notably holding VOO at $95.4M and VONG at $76.2M. Further concentration is visible in international and sector-specific plays, including VEA ($69.4M) and VONV ($69.4M). This structure suggests a core mandate focused on capturing global market beta through established, large-cap index proxies.
Total AUM
$526.4M
QoQ Performance
+3.2%
Positions
60
Top 10 Concentration
81.1%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
VONG
VEA
VONV
FBND
SCHR
VOO18.1%
VONG14.5%
VEA13.2%
VONV13.2%
FBND7.3%
SCHR5.4%
VWO2.9%
SCHI2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other75.1%
ETF19.0%
Technology3.8%
Consumer0.9%
Financial0.6%
Healthcare0.3%
Industrial0.3%
Energy0.1%
Changes from Q3 2025
NEW5 new positions
↑37 increased
↓24 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023