West Hill Financial Advisors, Inc. Portfolio Holdings

West Hill Financial Advisors, Inc.

  • $470 Million
  • Q2 2025

West Hill Financial Advisors, Inc. has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $470 Million distributed in 72 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 $85.7M, Vanguard Russell 1000 Growth E with a value of $69.5M, Vanguard Ftse Developed Market with a value of $64M, Vanguard Russell 1000 Value Et with a value of $61.1M, and Fidelity Merrimack Str Tr Tota with a value of $34.1M.

Examining the 13F form we can see an increase of $34.3M in the current position value, from $436M to 470M.

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

Portfolio value $470 Million
ETFs: $438 Million
Technology: $16.3 Million
Healthcare: $4.11 Million
Financial Services: $3.88 Million
Consumer Cyclical: $1.99 Million
Consumer Defensive: $1.79 Million
Communication Services: $1.76 Million
Industrials: $1.23 Million
Other: $1.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$85.7 Million 18.22% of portfolio
150,902
Q2 2025 Reduced 0.45%
$0
$69.5 Million 14.77% of portfolio
636,092
Q2 2025 Reduced 1.32%
$0
$64 Million 13.62% of portfolio
1,123,325
Q2 2025 Reduced 0.23%
$0
$61.1 Million 13.0% of portfolio
717,630
Q2 2025 Reduced 0.25%
$0
$34.1 Million 7.26% of portfolio
746,164
Q2 2025 Added 0.68%
$0
$26.6 Million 5.65% of portfolio
1,061,132
Q2 2025 Added 0.86%
$0
$13.9 Million 2.96% of portfolio
281,298
Q2 2025 Added 0.05%
$0
$12.7 Million 2.69% of portfolio
556,055
Q2 2025 Added 0.21%
$0
$10.3 Million 2.19% of portfolio
74,334
Q2 2025 Added 0.13%
$0
$9.42 Million 2.0% of portfolio
71,318
Q2 2025 Added 0.28%
$3.69T
$9.05 Million 1.92% of portfolio
44,127
Q2 2025 Reduced 1.16%
$0
$8.31 Million 1.77% of portfolio
39,883
Q2 2025 Added 0.21%
$0
$7.95 Million 1.69% of portfolio
57,184
Q2 2025 Added 0.14%
$0
$7.02 Million 1.49% of portfolio
69,830
Q2 2025 Added 5.3%
$0
$6.44 Million 1.37% of portfolio
72,336
Q2 2025 Reduced 0.21%
$0
$3.81 Million 0.81% of portfolio
6,137
Q2 2025 Reduced 0.07%
$0
$3.11 Million 0.66% of portfolio
86,838
Q1 2025 Reduced 0.32%
$472M
$2.6 Million 0.55% of portfolio
228,333
Q4 2024 Reduced 4.2%
$0
$2.01 Million 0.43% of portfolio
10,326
Q2 2025 Reduced 0.79%
$2.26T
$1.99 Million 0.42% of portfolio
9,058
Q2 2025 Added 1.44%
$456B
$1.57 Million 0.33% of portfolio
9,951
Q2 2025 Added 4.49%
$0
$1.52 Million 0.32% of portfolio
15,342
Q2 2025 Added 2.75%
$0
$1.46 Million 0.31% of portfolio
15,912
Q2 2025 Added 2.68%
$439B
$1.33 Million 0.28% of portfolio
1,342
Q2 2025 Reduced 0.07%
$0
$1.27 Million 0.27% of portfolio
14,529
Q2 2025 Added 3.98%
$0
$1.27 Million 0.27% of portfolio
3,004
Q2 2025 Reduced 0.3%
$150B
$1.17 Million 0.25% of portfolio
3,912
Q2 2025 Reduced 0.18%
$621B
$972,000 0.21% of portfolio
2,002
Q2 2025 Added 2.56%
$0
$986,000 0.21% of portfolio
14,717
Q1 2025 Reduced 1.03%
$859B
$932,000 0.2% of portfolio
3,216
Q2 2025 Added 0.97%
$302B
$764,000 0.16% of portfolio
5,336
Q2 2025 Added 0.45%
$0
$719,000 0.15% of portfolio
29,455
Q2 2025 Added 3.77%
$1.24T
$645,000 0.14% of portfolio
3,641
Q2 2025 Added 39.13%
$0
$664,000 0.14% of portfolio
15,726
Q3 2023 Reduced 5.61%
$0
$633,000 0.13% of portfolio
1,148
Q2 2025 Added 0.17%
$9.01B
$568,000 0.12% of portfolio
7,289
Q4 2020 New
$1.78T
$524,000 0.11% of portfolio
710
Q2 2025 Added 0.28%
$551B
$538,000 0.11% of portfolio
1,518
Q2 2025 Added 8.66%
$0
$522,000 0.11% of portfolio
5,841
Q2 2025 Reduced 1.28%
$101B
$466,000 0.1% of portfolio
2,132
Q1 2025 Reduced 0.47%
$218B
$478,000 0.1% of portfolio
1,232
Q1 2025 Reduced 11.11%
$63.8B
$450,000 0.1% of portfolio
4,460
Q2 2025 Added 0.07%
$0
$473,000 0.1% of portfolio
766
Q2 2025 Reduced 0.26%
$368B
$458,000 0.1% of portfolio
2,877
Q2 2025 Reduced 0.14%
$351B
$413,000 0.09% of portfolio
2,226
Q2 2025 Reduced 3.55%
$0
$363,000 0.08% of portfolio
3,054
Q1 2025 Added 5.13%
$87.2B
$373,000 0.08% of portfolio
1,925
Q3 2024 New
$0
$384,000 0.08% of portfolio
1,264
Q2 2025 Added 0.16%
$442B
$314,000 0.07% of portfolio
2,917
Q2 2025 Reduced 3.41%

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $470 Million
  • Prior Value $436 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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