WESTHILL FINANCIAL ADVISORS INC
Q3 2026 Form 13-F
SAN RAFAEL, CALIFORNIA
CIK 0001759641
· CRD 152506
· SEC-registered investment adviser
$596.6M Reported Value Total
WESTHILL FINANCIAL ADVISORS, INC. reports 1,272 total accounts under management (AUM). There are 1,266 discretionary accounts valued at $775,598,905, and 6 non-discretionary accounts valued at $13,842,223.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-08-11
Reported value
$596.6M
Quarter over quarter
-0.2%
Holdings
92
Top-10 concentration
80.4%
Key People
Form ADV owners & control persons
Meghan Murphy Hyland
PRESIDENT & SECRETARY
Kirk Martin Ludwig
CCO, CIO & TREASURER
Diane Marie Mccracken
DIRECTOR
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Q3 2026 13F record
Q3 2026 13F filing summary
| Period of report | September 30, 2026 |
|---|---|
| Filed | October 14, 2026 |
| Form | 13F-HR |
| Reported value | $596.6M |
| Positions | 92 |
| Change in reported value | +1.6% |
| New positions | 17 |
| Exited positions | 7 |
| Position turnover | 24.2% |
| Top-10 concentration | 80.4% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 14, 2026
|
92 | $596.6M |
|
Q2 2026 13F
Filed Jul 21, 2026
|
82 | $587.3M |
|
Q1 2026 13F
Filed Apr 9, 2026
|
76 | $523.0M |
|
Q4 2025 13F
Filed Jan 21, 2026
|
81 | $526.4M |
|
Q3 2025 13F
Filed Oct 14, 2025
|
78 | $510.3M |
|
Q2 2025 13F
Filed Jul 9, 2025
|
72 | $471.4M |
|
Q1 2025 13F
Filed Apr 21, 2025
|
73 | $437.1M |
|
Q4 2024 13F
Filed Jan 31, 2025
|
78 | $446.4M |
|
Q3 2024 13F
Filed Oct 18, 2024
|
75 | $445.8M |
|
Q2 2024 13F
Filed Jul 19, 2024
|
70 | $412.1M |
|
Q1 2024 13F
Filed Apr 25, 2024
|
76 | $406.6M |
|
Q4 2023 13F
Filed Jan 31, 2024
|
75 | $377.3M |
|
Q3 2023 13F
Filed Nov 13, 2023
|
116 | $342.7M |
|
Q2 2023 13F
Filed Aug 11, 2023
|
110 | $353.4M |
|
Q1 2023 13F
Filed May 11, 2023
|
113 | $334.3M |
|
Q4 2022 13F
Filed Feb 14, 2023
|
118 | $312.9M |
|
Q3 2022 13F
Filed Nov 14, 2022
|
109 | $293.2M |
|
Q2 2022 13F
Filed Jul 29, 2022
|
112 | $303.0M |
|
Q1 2022 13F
Filed Apr 27, 2022
|
120 | $346.7M |
|
Q4 2021 13F
Filed Feb 14, 2022
|
124 | $353.8M |
3 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | VOO VANGUARD INDEX FDS | $106.1M | 17.79% |
| 2 | VONG VANGUARD SCOTTSDALE FDS | $84.1M | 14.1% |
| 3 | VONV VANGUARD SCOTTSDALE FDS | $78.2M | 13.1% |
| 4 | VEA VANGUARD TAX-MANAGED FDS | $77.0M | 12.91% |
| 5 | FBND FIDELITY MERRIMACK STR TR | $44.0M | 7.37% |
| 6 | SCHR SCHWAB STRATEGIC TR | $32.9M | 5.52% |
| 7 | VWO VANGUARD INTL EQUITY INDEX F | $17.1M | 2.86% |
| 8 | SCHI SCHWAB STRATEGIC TR | $16.2M | 2.71% |
| 9 | IWP ISHARES TR | $11.9M | 2.0% |
| 10 | AAPL APPLE INC | $11.8M | 1.98% |
| 11 | IWS ISHARES TR | $11.8M | 1.98% |
| 12 | VTWG VANGUARD SCOTTSDALE FDS | $10.7M | 1.79% |
| 13 | VTWV VANGUARD SCOTTSDALE FDS | $10.4M | 1.75% |
| 14 | MINT PIMCO ETF TR | $8.9M | 1.49% |
| 15 | VNQ VANGUARD INDEX FDS | $7.7M | 1.29% |
| 16 | MSFT MICROSOFT CORP | $5.4M | 0.91% |
| 17 | NRIX NURIX THERAPEUTICS INC | $4.9M | 0.83% |
| 18 | IVV ISHARES TR | $4.3M | 0.72% |
| 19 | AMZN AMAZON COM INC | $3.1M | 0.52% |
| 20 | IWD ISHARES TR | $2.5M | 0.41% |
Values as reported on the Q3 2026 Form 13F. Every position is in the holdings table below.