WestHill Financial Advisors, Inc. - Portfolio Stock Holdings
WestHill Financial Advisors, Inc. disclosed 85 stock positions in a recent SEC 13F filing. $587,307,612 of stock holdings were filed, with the largest holdings including VOO, VONG, and VONV. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $789,441,128 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
85Est. Stock Holding Value:
$587,307,612Top Stock Holdings By Sector
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Portfolio Stock Holdings - WestHill Financial Advisors, Inc.
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