WestHill Financial Advisors, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 18, 2024
Value $
$446M
Signature - Title
Kirk M. Ludwig - CCO
Location
San Rafael, CA
Summary
This page shows a list of all the recent 13F filings made by WestHill Financial Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WestHill Financial Advisors, Inc. reported 75 stock holdings with total value $446M as of Q3 2024. Top holdings included VOO, VONG, VONV, VEA, and FBND.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 75 $446M +$11.2M -$2.09M +$9.11M VOO, VONG, VONV, VEA, FBND 13F-HR 10/18/2024, 03:42 PM
Q2 2024 70 $412M +$3.88M -$5.79M -$1.91M VOO, VONG, VONV, VEA, FBND 13F-HR 7/19/2024, 04:54 PM
Q1 2024 76 $407M +$11.3M -$6.02M +$5.23M VOO, VONG, VONV, VEA, FBND 13F-HR 4/24/2024, 05:55 PM
Q4 2023 75 $377M +$5.06M -$4.21M +$851K VOO, VONG, VONV, VEA, FBND 13F-HR 1/31/2024, 11:58 AM
Q3 2023 116 $343M +$9.31M -$5.2M +$4.11M VOO, VONG, VONV, VEA, FBND 13F-HR 11/13/2023, 09:20 AM
Q2 2023 110 $353M +$3.21M -$730K +$2.48M VOO, VONG, VONV, VEA, FBND 13F-HR 8/10/2023, 07:05 PM
Q1 2023 113 $334M +$9.27M -$5.47M +$3.8M VOO, VONG, VEA, VONV, FBND 13F-HR 5/11/2023, 03:47 PM
Q4 2022 118 $313M +$4.79M -$3.03M +$1.75M VOO, VONV, VEA, VONG, FBND 13F-HR 2/14/2023, 02:25 PM
Q3 2022 110 $293M +$9.67M -$1.94M +$7.73M VOO, VONG, VONV, VEA, FBND 13F-HR 11/14/2022, 09:00 AM
Q2 2022 114 $303M +$8.18M -$3.1M +$5.08M VOO, VONV, VONG, VEA, FBND 13F-HR 7/28/2022, 07:47 PM
Q1 2022 121 $347M +$56.3M -$42.8M +$13.4M VOO, VONG, VONV, VEA, FBND 13F-HR 4/26/2022, 05:39 PM
Q4 2021 126 $354M +$14.1M -$1.96M +$12.2M VOO, VONG, VONV, VEA, SCHO 13F-HR 2/11/2022, 07:07 PM
Q3 2021 111 $324M +$80.1M -$706K +$79.4M VOO, VONG, VONV, VEA, SCHO 13F-HR 10/13/2021, 05:09 PM
Q1 2021 84 $281M +$27.1M -$10.7M +$16.3M VOO, VONV, VONG, VEA, SCHO 13F-HR 10/13/2021, 03:24 PM
Q4 2020 84 $254M $0 $0 VOO, VONG, VONV, VEA, SCHO 13F-HR 2/17/2021, 05:22 PM