account_balance
Investment manager · 13F filer · SEC CIK 1759641
WestHill Financial Advisors, Inc.
Reported value$597Mas of Sep 30, 2026
Positions92 17 new, 7 sold out
Top 10 weight80.3%VOO alone is 18%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
17.8%
VONGVanguard Scottsdale FDS
14.1%
VONVVanguard Scottsdale FDS
13.1%Trimmed −4%
VEAVanguard Tax-Managed FDS
12.9%
FBNDFidelity Merrimack STR Tr
7.4%Added +11%
SCHRSchwab Strategic Tr
5.5%Added +8%
VWOVanguard Intl Equity Index F
2.9%
SCHISchwab Strategic Tr
2.7%+16%
IWPiShares Tr
2.0%+3%
AAPLApple Inc.
2.0%
IWS2.0%
VTWG1.8%
VOOVanguard Index FDS
17.8%
VONGVanguard Scottsdale FDS
14.1%
VONVVanguard Scottsdale FDS
13.1%Trimmed −4%
VEAVanguard Tax-Managed FDS
12.9%
FBNDFidelity Merrimack STR Tr
7.4%
SCHR5.5%
VWO2.9%
SCHI2.7%
IWP
IWS
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 17.8% Held
VONG Vanguard Scottsdale FDS 14.1% Held
VONV Vanguard Scottsdale FDS 13.1% Trimmed −4%
VEA Vanguard Tax-Managed FDS 12.9% Held
FBND Fidelity Merrimack STR Tr 7.4% Added +11%
SCHR Schwab Strategic Tr 5.5% Added +8%
VWO Vanguard Intl Equity Index F 2.9% Held
SCHI Schwab Strategic Tr 2.7% Added +16%
IWP iShares Tr 2.0% Added +3%
AAPL Apple Inc. 2.0% Trimmed −2%IWS iShares Tr 2.0% Trimmed −2%
VTWG Vanguard Scottsdale FDS 1.8% Held
What changed
Biggest moves since Jun 30, 2026
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