Filed: 4/9/2026ACC: 0002085853-26-000325
📋 What this filing means
WESTHILL FINANCIAL ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 76 equity positions with a total reported market value of $522.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
76
Positions
$522.95M
Total AUM (reported)
6.85M
Total Shares
Allocation by class
S&P 500 ETF SHS$92.34M17.7%
VNG RUS1000GRW$71.82M13.7%
VNG RUS1000VAL$70.30M13.4%
VAN FTSE DEV MKT$70.11M13.4%
TOTAL BD ETF$40.85M7.8%
COM$32.37M6.2%
INT-TRM U.S TRES$30.76M5.9%
Portfolio Concentration
Top 3$234.47M44.8%
4–10$192.98M36.9%
11–25$68.59M13.1%
Rest$26.91M5.1%
Top 3 weight
44.8%
Top 10 weight
81.7%
Voting Authority Distribution
Total shares with voting rights: 6.85M
Sole
Full voting authority
6.85M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole76
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings76
Rows:
VANGUARD INDEX FDS
SOLEShares154.53K
TypeSH
Market value$92.34M
17.66%
Sole
154.53K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares654.80K
TypeSH
Market value$71.82M
13.73%
Sole
654.80K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares749.98K
TypeSH
Market value$70.30M
13.44%
Sole
749.98K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares1.09M
TypeSH
Market value$70.11M
13.41%
Sole
1.09M
Shared
0.00
None
0.00
FIDELITY MERRIMACK STR TR
SOLEShares895.37K
TypeSH
Market value$40.85M
7.81%
Sole
895.37K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares1.23M
TypeSH
Market value$30.76M
5.88%
Sole
1.23M
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares282.81K
TypeSH
Market value$15.29M
2.92%
Sole
282.81K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares632.17K
TypeSH
Market value$14.34M
2.74%
Sole
632.17K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares75.22K
TypeSH
Market value$10.96M
2.10%
Sole
75.22K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares83.42K
TypeSH
Market value$10.69M
2.04%
Sole
83.42K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares58.23K
TypeSH
Market value$9.74M
1.86%
Sole
58.23K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares41.70K
TypeSH
Market value$9.55M
1.83%
Sole
41.70K
Shared
0.00
None
0.00
APPLE INC
SOLEShares37.51K
TypeSH
Market value$9.52M
1.82%
Sole
37.51K
Shared
0.00
None
0.00
PIMCO ETF TR
SOLEShares79.70K
TypeSH
Market value$8.02M
1.53%
Sole
79.70K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares82.39K
TypeSH
Market value$7.31M
1.40%
Sole
82.39K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares5.95K
TypeSH
Market value$3.89M
0.74%
Sole
5.95K
Shared
0.00
None
0.00
NURIX THERAPEUTICS INC
SOLEShares228.33K
TypeSH
Market value$3.54M
0.68%
Sole
228.33K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares86.55K
TypeSH
Market value$3.36M
0.64%
Sole
86.55K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares12.97K
TypeSH
Market value$2.70M
0.52%
Sole
12.97K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares6.38K
TypeSH
Market value$2.36M
0.45%
Sole
6.38K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares9.98K
TypeSH
Market value$2.13M
0.41%
Sole
9.98K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares17.44K
TypeSH
Market value$1.73M
0.33%
Sole
17.44K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares17.15K
TypeSH
Market value$1.67M
0.32%
Sole
17.15K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares9.10K
TypeSH
Market value$1.59M
0.30%
Sole
9.10K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares14.88K
TypeSH
Market value$1.49M
0.29%
Sole
14.88K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 154.53K | SH | $92.34M 17.66% | 154.53K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 654.80K | SH | $71.82M 13.73% | 654.80K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000VAL | 749.98K | SH | $70.30M 13.44% | 749.98K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 1.09M | SH | $70.11M 13.41% | 1.09M | 0.00 | 0.00 |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 895.37K | SH | $40.85M 7.81% | 895.37K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 1.23M | SH | $30.76M 5.88% | 1.23M | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 282.81K | SH | $15.29M 2.92% | 282.81K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | 5 10YR CORP BD | 632.17K | SH | $14.34M 2.74% | 632.17K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MDCP VAL ETF | 75.22K | SH | $10.96M 2.10% | 75.22K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MD CP GR ETF | 83.42K | SH | $10.69M 2.04% | 83.42K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000VAL | 58.23K | SH | $9.74M 1.86% | 58.23K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000GRW | 41.70K | SH | $9.55M 1.83% | 41.70K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 37.51K | SH | $9.52M 1.82% | 37.51K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 79.70K | SH | $8.02M 1.53% | 79.70K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 82.39K | SH | $7.31M 1.40% | 82.39K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 5.95K | SH | $3.89M 0.74% | 5.95K | 0.00 | 0.00 |
NURIX THERAPEUTICS INCSOLE | COM | 228.33K | SH | $3.54M 0.68% | 228.33K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 86.55K | SH | $3.36M 0.64% | 86.55K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 12.97K | SH | $2.70M 0.52% | 12.97K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 6.38K | SH | $2.36M 0.45% | 6.38K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 VAL ETF | 9.98K | SH | $2.13M 0.41% | 9.98K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 17.44K | SH | $1.73M 0.33% | 17.44K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MID CAP ETF | 17.15K | SH | $1.67M 0.32% | 17.15K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 9.10K | SH | $1.59M 0.30% | 9.10K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000IDX | 14.88K | SH | $1.49M 0.29% | 14.88K | 0.00 | 0.00 |
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