Back to funds
View filing
WestHill Financial Advisors, Inc.
hedge fundUpdated 5 days agoManaged by Westhill Financial Advisors, Inc. • Latest filing Q3 2026
Portfolio value
$596.6M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
18.1%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $526.4M |
| Q1 2026 | $523M |
| Q2 2026 | $587.3M |
| Q3 2026 | $596.6M |
Top holdings
92 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $106.1M | 151.4K | 17.79% | Trimmed(-1.9%) | |
| 2 | $84.1M | 652.5K | 14.10% | Trimmed(-0.4%) | |
| 3 | $78.2M | 719.0K | 13.10% | Trimmed(-4.1%) | |
| 4 | $77M | 1.09M | 12.91% | Trimmed(-0.3%) | |
| 5 | $44M | 1.02M | 7.37% | Added(+11.0%) | |
| 6 | $32.9M | 1.39M | 5.52% | Added(+7.6%) | |
| 7 | $17.1M | 287.9K | 2.86% | Added(+1.5%) | |
| 8 | ? N/A SCHWAB STRATEGIC TR | $16.2M | 754.7K | 2.71% | Added(+15.8%) |
| 9 | $11.9M | 86.5K | 2.00% | Added(+3.3%) | |
| 10 | $11.8M | 35.5K | 1.98% | Trimmed(-2.0%) | |
| 11 | $11.8M | 73.4K | 1.98% | Trimmed(-2.1%) | |
| 12 | ? N/A VANGUARD SCOTTSDALE FDS | $10.7M | 40.9K | 1.79% | Trimmed(-1.5%) |
| 13 | $10.4M | 56.5K | 1.75% | Trimmed(-2.5%) | |
| 14 | $8.9M | 88.5K | 1.49% | Added(+8.0%) | |
| 15 | $7.7M | 85.8K | 1.29% | Added(+4.6%) | |
| 16 | $5.4M | 10.6K | 0.91% | Added(+69.2%) | |
| 17 | $4.9M | 208.3K | 0.83% | Trimmed(-4.6%) | |
| 18 | $4.3M | 5.6K | 0.72% | Trimmed(-0.4%) | |
| 19 | $3.1M | 12.5K | 0.52% | Trimmed(-1.6%) | |
| 20 | $2.5M | 9.9K | 0.41% | Trimmed(-0.6%) |