WestHill Financial Advisors, Inc. - Portfolio overview

WestHill Financial Advisors, Inc. has 83 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 17.59%
2. VONG - VANGUARD SCOTTSDALE FDS, 13.68%
3. VONV - VANGUARD SCOTTSDALE FDS, 13.39%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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