WestHill Financial Advisors, Inc. ETF holdings
San Rafael, CA
Reported $543.3M in 39 ETFs in its Form 13F for June 30, 2026.
ETF value
$543.3M
ETFs held
39
Change from prior quarter
+11.8%
With price moves
ETFs as a share of its 13F
92.5%
of $587.3M
Top 10 of 39 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $105.9M | 154,260 | −271 shares |
| VONG | Vanguard Russell 1000 Growth ETF | $83.7M | 655,188 | +390 shares |
| VONV | Vanguard Russell 1000 Value ETF | $79.7M | 749,559 | −417 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $78.0M | 1,094,124 | +59 shares |
| FBND | Fidelity Total Bond ETF | $41.6M | 914,982 | +19,617 shares |
| SCHR | Schwab Intermediate-Term U.S. Treasury ETF | $31.8M | 1,290,103 | +55,357 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $16.9M | 283,550 | +739 shares |
| SCHI | Schwab 5-10 Year Corporate Bond ETF | $14.8M | 652,028 | +19,857 shares |
| IWS | iShares Russell Mid-Cap Value ETF | $12.3M | 74,979 | −236 shares |
| IWP | iShares Russell Mid-Cap Growth ETF | $12.3M | 83,725 | +308 shares |
29 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001759641. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does WestHill Financial Advisors, Inc. own?
WestHill Financial Advisors, Inc. reported 39 ETF positions worth $543.3M in its Form 13F for June 30, 2026. The largest was VOO, at $105.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.