13F Filings History of WestHill Financial Advisors, Inc.

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$526,440,003
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 81 stock holdings with total value $526,440,003 as of Q4 2025. Top holdings included VOO, VONG, VEA, VONV, and FBND.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 81 $526,440,003 +$7,589,703 -$2,759,007 +$4,830,696 VOO, VONG, VEA, VONV, FBND 13F-HR 20 Jan 2026, 17:32
Q3 2025 78 $510,268,114 +$13,118,901 -$3,528,052 +$9,590,849 VOO, VONG, VONV, VEA, FBND 13F-HR 10 Oct 2025, 17:47
Q2 2025 72 $471,434,923 +$1,974,776 -$2,325,622 -$350,846 VOO, VONG, VEA, VONV, FBND 13F-HR 09 Jul 2025, 10:31
Q1 2025 73 $437,098,678 +$11,857,025 -$9,007,473 +$2,849,552 VOO, VONG, VONV, VEA, FBND 13F-HR 21 Apr 2025, 13:02
Q4 2024 78 $446,415,765 +$24,439,343 -$1,632,789 +$22,806,554 VOO, VONG, VONV, VEA, FBND 13F-HR 31 Jan 2025, 16:38
Q3 2024 75 $445,844,500 +$11,200,318 -$2,087,001 +$9,113,317 VOO, VONG, VONV, VEA, FBND 13F-HR 18 Oct 2024, 15:42
Q2 2024 70 $412,085,429 +$3,882,631 -$5,788,877 -$1,906,246 VOO, VONG, VONV, VEA, FBND 13F-HR 19 Jul 2024, 16:54
Q1 2024 76 $406,629,266 +$11,252,344 -$6,020,821 +$5,231,523 VOO, VONG, VONV, VEA, FBND 13F-HR 24 Apr 2024, 17:55
Q4 2023 75 $377,293,694 +$5,061,105 -$4,210,523 +$850,582 VOO, VONG, VONV, VEA, FBND 13F-HR 31 Jan 2024, 11:58
Q3 2023 116 $342,691,892 +$9,305,641 -$5,196,704 +$4,108,937 VOO, VONG, VONV, VEA, FBND 13F-HR 13 Nov 2023, 09:20
Q2 2023 110 $353,432,734 +$3,206,647 -$730,375 +$2,476,272 VOO, VONG, VONV, VEA, FBND 13F-HR 10 Aug 2023, 19:05
Q1 2023 113 $334,284,884 +$9,274,894 -$5,471,573 +$3,803,321 VOO, VONG, VEA, VONV, FBND 13F-HR 11 May 2023, 15:47
Q4 2022 118 $312,938,201 +$4,785,950 -$3,032,376 +$1,753,574 VOO, VONV, VEA, VONG, FBND 13F-HR 14 Feb 2023, 14:25
Q3 2022 110 $293,199,000 +$9,673,129 -$1,944,403 +$7,728,726 VOO, VONG, VONV, VEA, FBND 13F-HR 14 Nov 2022, 09:00
Q2 2022 114 $302,958,000 +$8,183,186 -$3,098,314 +$5,084,872 VOO, VONV, VONG, VEA, FBND 13F-HR 28 Jul 2022, 19:47
Q1 2022 121 $346,680,000 +$56,268,760 -$42,848,361 +$13,420,399 VOO, VONG, VONV, VEA, FBND 13F-HR 26 Apr 2022, 17:39
Q4 2021 126 $353,824,000 +$14,143,952 -$1,962,333 +$12,181,619 VOO, VONG, VONV, VEA, SCHO 13F-HR 11 Feb 2022, 19:07
Q3 2021 111 $323,631,000 +$80,130,540 -$706,317 +$79,424,223 VOO, VONG, VONV, VEA, SCHO 13F-HR 13 Oct 2021, 17:09
Q1 2021 84 $281,492,000 +$27,063,649 -$10,737,825 +$16,325,824 VOO, VONV, VONG, VEA, SCHO 13F-HR 13 Oct 2021, 15:24
Q4 2020 84 $254,100,000 $0 $0 $0 VOO, VONG, VONV, VEA, SCHO 13F-HR 17 Feb 2021, 17:22