Managers / Q1 2022 · view latest →
WestHill Financial Advisors, Inc.
CIK 0001759641 · 999 FIFTH AVE, SUITE 300, SAN RAFAEL, CA, 94901 · 415-302-9152
Reported Value
$347M
Q1 2022
Positions
121
Filings on Record
21
2019–present window
Filed
Apr 27, 2022
original filing
Summary
Westhill Financial Advisors, Inc. reported $347M in U.S.-listed holdings across 121 positions for Q1 2022.
Its largest position, Vanguard Index Fds, represents 17.4% of the portfolio.
Compared with Q4 2021, the fund opened 8 new positions and exited 13.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 91.9% · $319M
- Common Stock · 7.9% · $27M
- Other · 0.1% · $282,000
- Closed-End Fund · 0.1% · $240,000
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2022
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $523M | 76 | Apr 9, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $526M | 81 | Jan 21, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $510M | 78 | Oct 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $471M | 72 | Jul 9, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $437M | 73 | Apr 21, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $446M | 78 | Jan 31, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $446M | 75 | Oct 18, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $412M | 70 | Jul 19, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $407M | 76 | Apr 25, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $377M | 75 | Jan 31, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $343M | 116 | Nov 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $353M | 110 | Aug 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $334M | 113 | May 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $312.9B | 118 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $293M | 110 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $303M | 114 | Jul 29, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $347M | 121 | Apr 27, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $354M | 126 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $324M | 112 | Oct 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $254M | 85 | Feb 17, 2021 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.