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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$10.7 Million 2.1% of portfolio
41,971
Q3 2025 Reduced 4.89%
$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%
$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%
$404B
$1.24 Million 0.24% of portfolio
1,342
Q2 2025 Reduced 0.07%
$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%
$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%
$533B
$512,000 0.1% of portfolio
1,502
Q3 2025 Reduced 1.05%
$1.65T
$387,000 0.08% of portfolio
1,592
Q3 2025 Reduced 14.18%
$89.7B
$429,000 0.08% of portfolio
2,132
Q1 2025 Reduced 0.47%
$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%
$160B
$344,000 0.07% of portfolio
1,736
Q2 2025 Reduced 0.97%
$68.7B
$372,000 0.07% of portfolio
4,463
Q3 2025 Added 0.07%
$222B
$320,000 0.06% of portfolio
661
Q3 2025 Added 0.76%
$0
$293,000 0.06% of portfolio
16,168
Q4 2020 New
$107B
$328,000 0.06% of portfolio
433
Q3 2024 New
$319B
$301,000 0.06% of portfolio
4,404
Q3 2025 Reduced 4.68%
$490B
$296,000 0.06% of portfolio
2,629
Q3 2025 Reduced 9.87%
$593B
$321,000 0.06% of portfolio
1,142
Q3 2025 Reduced 4.59%
$139B
$269,000 0.05% of portfolio
818
Q3 2025 Reduced 1.09%
$44B
$245,000 0.05% of portfolio
164
Q4 2024 Reduced 1.2%
$187B
$248,000 0.05% of portfolio
1,493
Q1 2024 New
$522B
$237,000 0.05% of portfolio
1,279
Q3 2025 Reduced 10.43%
$1.29T
$246,000 0.05% of portfolio
555
Q3 2025 New
$342B
$241,000 0.05% of portfolio
1,324
Q3 2025 New
$367B
$210,000 0.04% of portfolio
520
Q3 2025 New
$388B
$225,000 0.04% of portfolio
1,392
Q3 2025 New
$228B
$225,000 0.04% of portfolio
1,683
Q3 2025 Reduced 1.29%
$328B
$212,000 0.04% of portfolio
705
Q3 2025 New
$0
$126,000 0.02% of portfolio
11,925
Q4 2023 New
$255M
$54,000 0.01% of portfolio
17,082
Q4 2020 New

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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