WestHill Financial Advisors, Inc.
All 13F Filings
- Location
- San Rafael, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 596,550
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/14/2026 | 92 | 596,550 | 13F-HR | WestHill Financial Advisors, Inc. |
| Q2 2026 | 7/21/2026 | 82 | 587,308 | 13F-HR | WestHill Financial Advisors, Inc. |
| 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 | 48.82 K | 8.2% | 4.911 K | 0 | 4.911 K |
| ETFs | 547.7 K | 91.8% | 4.335 K | 0 | 4.335 K |
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Fund Snapshot
Q3 2026
Latest filed
10/14/2026
Total value ($000)
596,550
Holdings
92
QoQ value change ($000)
9,242
(1.6%)
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.