WestHill Financial Advisors
WestHill Financial Advisors reported 92 stocks worth $597M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are VOO (17.8%), VONG (14.1%) and VONV (13.1%). Compared with Q2 2026, the fund opened new positions in XVV, EGUS and EVUS, added to FBND, SCHR and VWO, trimmed VOO, VONG and VONV and sold out of IEI, SNDK and NEAR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $106M | 17.8% | 151K | −2,874 (−2%) | 8 of 8 | |
| 2 |  VONG Vanguard Russell 1000 | $84.1M | 14.1% | 653K | −2,651 (−0%) | 8 of 8 | |
| 3 |  VONV Vanguard Russell 1000 Value ETF | $78.2M | 13.1% | 719K | −31K (−4%) | 8 of 8 | |
| 4 |  VEA Vanguard Tax-Managed Fds | $77M | 12.9% | 1.1M | −3,053 (−0%) | 8 of 8 | |
| 5 |  FBND Fidelity Total Bond ETF | $44M | 7.4% | 1M | +101K (+11%) | 8 of 8 | |
| 6 |  SCHR Schwab Strategic TR | $32.9M | 5.5% | 1.4M | +98K (+8%) | 8 of 8 | |
| 7 |  VWO Vanguard Intl Equity Index F | $17.1M | 2.9% | 288K | +4,350 (+2%) | 8 of 8 | |
| 8 |  SCHI Schwab Strategic TR | $16.2M | 2.7% | 755K | +103K (+16%) | 8 of 8 | |
| 9 |  IWP Ishares TR | $11.9M | 2.0% | 86K | +2,729 (+3%) | 8 of 8 | |
| 10 |  AAPL Apple Inc | $11.8M | 2.0% | 36K | −736 (−2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $3.8M | 87K |
 IEI Ishares TR | $363K | 3,094 |
 SNDK Sandisk Corp | $243K | 107 |
DIMENSIONAL U S TARGETED | $228K | 3,261 |
 NEAR Ishares Short Duratn Bndactv ETF | $226K | 4,461 |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →WestHill Financial Advisors 13F FAQ
What does WestHill Financial Advisors own?
WestHill Financial Advisors reported 92 stocks worth $597M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are VOO (17.8%), VONG (14.1%) and VONV (13.1%). The table above lists every position in the filing (the top 10 without an account).
What did WestHill Financial Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 17 new positions, 17 added to, 37 trimmed and 7 sold out. New positions include XVV, EGUS and EVUS. It sold all of IEI, SNDK and NEAR.
When will WestHill Financial Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is WestHill Financial Advisors's portfolio worth?
The Q3 2026 filing reports $597M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.