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WestHill Financial Advisors, Inc.ETFConcentrated long-term

CIK: 0001759641 | San Rafael, CA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR92$596.6M2026-10-14SEC ↗
Q2 2026
13F-HR82$587.3M2026-07-21SEC ↗
Q1 2026
13F-HR76$523.0M2026-04-09SEC ↗
Q4 2025
13F-HR81$526.4M2026-01-21SEC ↗
Q3 2025
13F-HR78$510.3M2025-10-14SEC ↗
Q2 2025
13F-HR72$471.4M2025-07-09SEC ↗
Q1 2025
13F-HR73$437.1M2025-04-21SEC ↗
Q4 2024
13F-HR78$446.4M2025-01-31SEC ↗
Q3 2024
13F-HR75$445.8M2024-10-18SEC ↗
Q2 2024
13F-HR70$412.1M2024-07-19SEC ↗
Q1 2024
13F-HR76$406.6M2024-04-25SEC ↗
Q4 2023
13F-HR75$377.3M2024-01-31SEC ↗
Q3 2023
13F-HR116$342.7M2023-11-13SEC ↗
Q2 2023
13F-HR110$353.4M2023-08-11SEC ↗
Q1 2023
13F-HR113$334.3M2023-05-11SEC ↗
Q4 2022
13F-HR118$312.9M2023-02-14SEC ↗
Q3 2022
13F-HR110$2.3M2022-11-14SEC ↗
Q2 2022
13F-HR114$1.9M2022-07-29SEC ↗
Q1 2022
13F-HR121$906.1K2022-04-27SEC ↗
Q4 2021
13F-HR126$1.1M2022-02-14SEC ↗
Q3 2021
13F-HR112$757.2K2021-10-13SEC ↗
Q1 2021
13F-HR85$773.0K2021-10-13SEC ↗
Q4 2020
13F-HR85$922.4K2021-02-17SEC ↗