Kirk M. Ludwig

Westhill Financial Advisors, Inc.

Assets Managed

$587.308M

Holdings

Last Quarter

2026 - Q2

Filed Date

6d ago

Growth Rate

12.31%(2Q avg: 5.83%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Westhill Financial Advisors, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 82 positions.

Assets under management

The assets under management (AUM) of Westhill Financial Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 587.308M in assets, with a quarterly growth rate of 12.31% and a 2-quarter average growth rate of 5.83%. The portfolio is managed by Kirk M. Ludwig, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VOO Vanguard S&p 500 Etf Recent Activity Decreased -0.17%	18.04%	$105.948M 154,260 shares@ $686.82 avg price	Decreased -0.17%
VONG Vanguard Russell 1000 Growth Recent Activity Increased 0.06%	14.26%	$83.74M 655,188 shares@ $127.81 avg price	Increased 0.06%
VONV Vanguard Russell 1000 Value Recent Activity Decreased -0.05%	13.57%	$79.686M 749,559 shares@ $106.32 avg price	Decreased -0.05%
VEA Vanguard Ftse Developed Etf Recent Activity Increased 0.01%	13.28%	$77.956M 1.094M shares@ $71.25 avg price	Increased 0.01%
FBND Fidelity Total Bond Etf Recent Activity Increased 2.2%	7.09%	$41.623M 914,982 shares@ $45.49 avg price	Increased 2.2%
SCHR Schwab Intermediate-term Us Recent Activity Increased 4.49%	5.42%	$31.814M 1.29M shares@ $24.67 avg price	Increased 4.49%
VWO Vanguard Ftse Emerging Marke Recent Activity Increased 0.27%	2.89%	$16.925M 283,550 shares@ $59.69 avg price	Increased 0.27%
SCHI Schwab 5-10 Year Corporate B Recent Activity Increased 3.15%	2.52%	$14.762M 652,028 shares@ $22.64 avg price	Increased 3.15%
IWS Ishares Russell Mid-cap Valu Recent Activity Decreased -0.31%	2.11%	$12.342M 74,979 shares@ $164.61 avg price	Decreased -0.31%
IWP Ishares Russell Mid-cap Grow Recent Activity Increased 0.37%	2.09%	$12.258M 83,725 shares@ $146.42 avg price	Increased 0.37%

1-10 of 82