StockDriftsStockDriftsTop 50 Westhill Financial Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 17.79% | 151.4K | $106.1M | -1.86%(-2.87K) | $347.06(+103.02%) | 2026-09-30 | |
| VONG | VANGUARD SCOTTSDALE FDS | 14.1% | 652.5K | $84.1M | -0.40%(-2.65K) | $63.43(+98.99%) | 2026-09-30 | |
| VONV | VANGUARD SCOTTSDALE FDS | 13.1% | 719.0K | $78.2M | -4.07%(-30.52K) | $61.04(+83.56%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 12.91% | 1.09M | $77.0M | -0.28%(-3.05K) | $45.52(+52.36%) | 2026-09-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 7.37% | 1.02M | $44.0M | +10.99%(+100.52K) | $48.73(-10.37%) | 2026-09-30 | |
| SCHR | SCHWAB STRATEGIC TR | 5.52% | 1.39M | $32.9M | +7.63%(+98.48K) | $26.19(-8.97%) | 2026-09-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.86% | 287.9K | $17.1M | +1.53%(+4.35K) | $46.10(+25.87%) | 2026-09-30 | |
| SCHI | SCHWAB STRATEGIC TR | 2.71% | 754.7K | $16.2M | +15.75%(+102.67K) | $24.25(-11.12%) | 2026-09-30 | |
| IWP | ISHARES TR | 2% | 86.5K | $11.9M | +3.26%(+2.73K) | $103.03(+30.73%) | 2026-09-30 | |
| AAPL | APPLE INC | 1.98% | 35.5K | $11.8M | -2.03%(-736) | $143.39(+139.16%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.73% | +55.01% | +6.99% | +40.17% |
| Top 20 Holdings Unweighted | +16.05% | +56.30% | +6.21% | +35.16% |
Westhill Financial Advisors INC reports $596.55M in US-listed equity holdings across 92 positions in its most recent 13F filing. Its largest disclosed positions are VOO (17.8%), VONG (14.1%) and VONV (13.1%). The top 20 holdings account for 92.03% of reported assets. Its disclosed equity book has returned +55.01% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Westhill Financial Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1759641). View Westhill Financial Advisors INC’s 13F filings on SEC