West Hill Financial Advisors, Inc. Portfolio Holdings

West Hill Financial Advisors, Inc.

  • $509 Million
  • Q3 2025

West Hill Financial Advisors, Inc. has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $509 Million distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $93.3M, Vanguard Russell 1000 Growth E with a value of $75.9M, Vanguard Russell 1000 Value Et with a value of $66.7M, Vanguard Ftse Developed Market with a value of $66M, and Fidelity Merrimack Str Tr Tota with a value of $37.3M.

Examining the 13F form we can see an increase of $38.5M in the current position value, from $470M to 509M.

Below you can find more details about West Hill Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $509 Million
ETFs: $473 Million
Technology: $18.6 Million
Financial Services: $4.01 Million
Healthcare: $3.79 Million
Consumer Cyclical: $2.42 Million
Communication Services: $1.71 Million
Consumer Defensive: $1.67 Million
Industrials: $1.5 Million
Other: $1.88 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$93.3 Million 18.33% of portfolio
152,353
Q3 2025 Added 0.96%
$0
$75.9 Million 14.91% of portfolio
629,591
Q3 2025 Reduced 1.02%
$0
$66.7 Million 13.11% of portfolio
746,263
Q3 2025 Added 3.99%
$0
$66 Million 12.98% of portfolio
1,102,027
Q3 2025 Reduced 1.9%
$0
$37.3 Million 7.33% of portfolio
806,703
Q3 2025 Added 8.11%
$0
$28.6 Million 5.63% of portfolio
1,139,112
Q3 2025 Added 7.35%
$0
$15 Million 2.95% of portfolio
277,257
Q3 2025 Reduced 1.44%
$0
$13.7 Million 2.69% of portfolio
593,251
Q3 2025 Added 6.69%
$0
$10.8 Million 2.12% of portfolio
75,771
Q3 2025 Added 1.93%
$4.3T
$10.7 Million 2.1% of portfolio
41,971
Q3 2025 Reduced 4.89%
$0
$10.4 Million 2.04% of portfolio
74,350
Q3 2025 Added 4.25%
$0
$9.58 Million 1.88% of portfolio
40,993
Q3 2025 Added 2.78%
$0
$9.19 Million 1.81% of portfolio
58,987
Q3 2025 Added 3.15%
$0
$7.58 Million 1.49% of portfolio
75,265
Q3 2025 Added 7.78%
$0
$7.05 Million 1.38% of portfolio
77,092
Q3 2025 Added 6.57%
$0
$4.09 Million 0.8% of portfolio
6,114
Q3 2025 Reduced 0.37%
$3.78T
$3.26 Million 0.64% of portfolio
6,295
Q3 2025 Reduced 0.1%
$603M
$2.11 Million 0.41% of portfolio
228,333
Q4 2024 Reduced 4.2%
$0
$2.09 Million 0.41% of portfolio
10,262
Q3 2025 Reduced 0.62%
$2.39T
$1.97 Million 0.39% of portfolio
8,954
Q3 2025 Reduced 1.15%
$465B
$1.84 Million 0.36% of portfolio
9,836
Q3 2025 Reduced 1.16%
$0
$1.67 Million 0.33% of portfolio
16,663
Q3 2025 Added 8.61%
$0
$1.59 Million 0.31% of portfolio
16,484
Q3 2025 Added 3.59%
$0
$1.45 Million 0.29% of portfolio
14,872
Q3 2025 Added 2.36%
$0
$1.41 Million 0.28% of portfolio
3,000
Q3 2025 Reduced 0.13%
$404B
$1.24 Million 0.24% of portfolio
1,342
Q2 2025 Reduced 0.07%
$0
$1.07 Million 0.21% of portfolio
14,702
Q3 2025 Reduced 0.1%
$662B
$1.01 Million 0.2% of portfolio
2,002
Q2 2025 Added 2.56%
$881B
$1.02 Million 0.2% of portfolio
3,218
Q3 2025 Added 0.06%
$152B
$943,000 0.19% of portfolio
3,828
Q3 2025 Reduced 2.15%
$1.74T
$803,000 0.16% of portfolio
3,300
Q3 2025 Reduced 9.37%
$303B
$825,000 0.16% of portfolio
5,318
Q3 2025 Reduced 0.34%
$0
$750,000 0.15% of portfolio
28,492
Q3 2025 Reduced 3.27%
$0
$689,000 0.14% of portfolio
1,148
Q2 2025 Added 0.17%
$0
$702,000 0.14% of portfolio
15,726
Q3 2023 Reduced 5.61%
$8.51B
$632,000 0.12% of portfolio
7,289
Q4 2020 New
$291B
$587,000 0.12% of portfolio
1,232
Q1 2025 Reduced 11.11%
$414B
$497,000 0.1% of portfolio
2,147
Q3 2025 Reduced 3.55%
$1.37T
$518,000 0.1% of portfolio
706
Q3 2025 Reduced 0.56%
$0
$515,000 0.1% of portfolio
774
Q3 2025 Added 1.04%
$533B
$512,000 0.1% of portfolio
1,502
Q3 2025 Reduced 1.05%
$0
$523,000 0.1% of portfolio
5,606
Q3 2025 Reduced 4.02%
$346B
$427,000 0.08% of portfolio
2,781
Q3 2025 Reduced 3.34%
$1.65T
$387,000 0.08% of portfolio
1,592
Q3 2025 Reduced 14.18%
$0
$416,000 0.08% of portfolio
1,270
Q3 2025 Added 0.47%
$89.7B
$429,000 0.08% of portfolio
2,132
Q1 2025 Reduced 0.47%
$0
$370,000 0.07% of portfolio
3,099
Q3 2025 Added 1.47%
$32.8B
$380,000 0.07% of portfolio
25,258
Q2 2025 Reduced 0.41%
$72.7B
$378,000 0.07% of portfolio
1,931
Q3 2025 Added 0.31%

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $509 Million
  • Prior Value $470 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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