WestHill Financial Advisors, Inc.
All 13F Filings
- Location
- San Rafael, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 522,951
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/9/2026 | 76 | 522,951 | 13F-HR | WestHill Financial Advisors, Inc. |
| Q4 2025 | 1/21/2026 | 81 | 526,440 | 13F-HR | WestHill Financial Advisors, Inc. |
| Q3 2025 | 10/14/2025 | 78 | 510,268 | 13F-HR | WestHill Financial Advisors, Inc. |
| Q2 2025 | 7/9/2025 | 72 | 471,435 | 13F-HR | WestHill Financial Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 36.8 K | 7.0% | 0 | 301.3 K | -301.3 K |
| ETFs | 485.9 K | 93.0% | 297.6 K | 0 | 297.6 K |
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Fund Snapshot
Q1 2026
Latest filed
4/9/2026
Total value ($000)
522,951
Holdings
76
QoQ value change ($000)
-3,489
(-0.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.