Westmount Partners, LLC
- SEC CIK
- 0002051491
- Latest filing
- Jul 7, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Jan 28, 2025. Long positions only.
- Positions
- 172
- No filing for Q3 2022
- Portfolio value
- $192.5M
- No filing for Q3 2022
Westmount Partners, LLC did not file a 13F for Q3 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 170,995 | $22.2M | 11.5% | – | – | History |
| CACICACI International Inc | CL A | 32,591 | $9.80M | 5.1% | – | – | History |
| ILMNIllumina, Inc. | COM | 47,614 | $9.63M | 5.0% | – | – | History |
| MSFTMicrosoft Corp | Stock | 32,614 | $7.82M | 4.1% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 20,040 | $7.04M | 3.7% | – | – | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 120,482 | $6.06M | 3.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 14,790 | $4.57M | 2.4% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 11,331 | $4.33M | 2.3% | – | – | History |
| MASIMasimo Corp | COM | 26,703 | $3.95M | 2.1% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 10,204 | $3.92M | 2.0% | – | – | – |
| ASTHAstrana Health, Inc. | COM NEW | 109,765 | $3.25M | 1.7% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 19,763 | $2.78M | 1.4% | – | – | History |
| AMZNAmazon Com Inc | Stock | 30,518 | $2.56M | 1.3% | – | – | History |
| WMTWalmart Inc. | Stock | 18,068 | $2.56M | 1.3% | – | – | History |
| PGProcter & Gamble Co | Stock | 16,126 | $2.44M | 1.3% | – | – | History |
| AVGOBroadcom Inc. | Stock | 4,334 | $2.42M | 1.3% | – | – | History |
| KFYKorn Ferry | COM NEW | 45,871 | $2.32M | 1.2% | – | – | History |
| JNJJohnson & Johnson | Stock | 13,127 | $2.32M | 1.2% | – | – | History |
| Vanguard Total World Stock ETF922042742 | ETF | 26,673 | $2.30M | 1.2% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 7,805 | $2.08M | 1.1% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 60,240 | $2.02M | 1.0% | – | – | – |
| HDHome Depot, Inc. | Stock | 6,282 | $1.98M | 1.0% | – | – | History |
| iShares Russell 2000 ETF464287655 | ETF | 9,226 | $1.61M | 0.8% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 31,180 | $1.59M | 0.8% | – | – | – |
| DISWalt Disney Co | Stock | 18,061 | $1.57M | 0.8% | – | – | History |
| TSLATesla, Inc. | Stock | 12,700 | $1.56M | 0.8% | – | – | History |
| ORCLOracle Corp | Stock | 18,614 | $1.52M | 0.8% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 13,574 | $1.50M | 0.8% | – | – | History |
| iShares MSCI Eafe ETF464287465 | ETF | 21,558 | $1.42M | 0.7% | – | – | – |
| Trust for Professional Manag89834G778 | CROSSINGBRDG PRE | 67,000 | $1.39M | 0.7% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 9,143 | $1.23M | 0.6% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 2,663 | $1.22M | 0.6% | – | – | History |
| VVisa Inc. | Stock | 5,842 | $1.21M | 0.6% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,253 | $1.20M | 0.6% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 8,977 | $1.12M | 0.6% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 12,496 | $1.10M | 0.6% | – | – | History |
| CVXChevron Corp | Stock | 6,013 | $1.08M | 0.6% | – | – | History |
| PFEPfizer Inc | Stock | 20,506 | $1.05M | 0.5% | – | – | History |
| WFCWells Fargo & Company | Stock | 24,702 | $1.02M | 0.5% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 3,759 | $997.5K | 0.5% | – | – | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 12,658 | $951.7K | 0.5% | – | – | – |
| QCOMQualcomm Inc | Stock | 8,466 | $930.8K | 0.5% | – | – | History |
| PEPPepsiCo Inc | Stock | 5,107 | $922.7K | 0.5% | – | – | History |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 22,918 | $917.6K | 0.5% | – | – | – |
| NFLXNetflix Inc | Stock | 3,090 | $911.2K | 0.5% | – | – | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 21,688 | $910.2K | 0.5% | – | – | – |
| GNLGlobal Net Lease, Inc. | COM NEW | 70,485 | $886.0K | 0.5% | – | – | History |
| KOCoca Cola Co | Stock | 13,891 | $883.6K | 0.5% | – | – | History |
| HONHoneywell International Inc | COM | 4,050 | $868.0K | 0.5% | – | – | History |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 38,980 | $842.0K | 0.4% | – | – | – |
| COPConocoPhillips | Stock | 7,033 | $829.9K | 0.4% | – | – | History |
| PSXPhillips 66 | Stock | 7,810 | $812.9K | 0.4% | – | – | History |
| SPGIS&P Global Inc. | Stock | 2,358 | $789.8K | 0.4% | – | – | History |
| SRESempra | Stock | 5,049 | $780.2K | 0.4% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 10,822 | $778.6K | 0.4% | – | – | History |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 8,589 | $777.1K | 0.4% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 3,685 | $775.8K | 0.4% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,634 | $774.5K | 0.4% | – | – | – |
| ABBVAbbVie Inc. | Stock | 4,763 | $769.7K | 0.4% | – | – | History |
| GOOGAlphabet Inc. | Stock | 8,574 | $760.8K | 0.4% | – | – | History |
| iShares Tr464289859 | CORE 80 20 ETF | 12,636 | $755.0K | 0.4% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,416 | $731.8K | 0.4% | – | – | – |
| AMGNAmgen Inc | Stock | 2,753 | $723.1K | 0.4% | – | – | History |
| ATVIActivision Blizzard, Inc. | COM | 9,251 | $708.2K | 0.4% | – | – | History |
| iShares Tr464287739 | U.S. REAL ES ETF | 8,359 | $703.8K | 0.4% | – | – | – |
| BACBank of America Corp | Stock | 20,927 | $693.1K | 0.4% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 7,233 | $684.6K | 0.4% | – | – | – |
| NVDANVIDIA Corp | Stock | 4,674 | $683.1K | 0.4% | – | – | History |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 6,630 | $681.8K | 0.4% | – | – | – |
| MCDMcDonalds Corp | Stock | 2,529 | $666.6K | 0.3% | – | – | History |
| RDNTRadNet, Inc. | COM | 35,000 | $659.0K | 0.3% | – | – | History |
| iShares Tr464288273 | EAFE SML CP ETF | 11,500 | $649.5K | 0.3% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,234 | $642.9K | 0.3% | – | – | – |
| iShares Tr464288851 | US OIL GS EX ETF | 6,812 | $632.5K | 0.3% | – | – | – |
| TAT&T Inc. | Stock | 34,005 | $626.0K | 0.3% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 5,498 | $610.0K | 0.3% | – | – | History |
| NEENextera Energy Inc | Stock | 7,022 | $587.0K | 0.3% | – | – | History |
| GLDSPDR Gold Trust | ETF | 3,456 | $586.3K | 0.3% | – | – | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 9,977 | $583.7K | 0.3% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 2,352 | $583.4K | 0.3% | – | – | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 12,111 | $571.2K | 0.3% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 3,807 | $552.3K | 0.3% | – | – | – |
| ABTAbbott Laboratories | Stock | 4,975 | $546.2K | 0.3% | – | – | History |
| VZVerizon Communications Inc | Stock | 13,845 | $545.5K | 0.3% | – | – | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 13,767 | $536.6K | 0.3% | – | – | – |
| MOAltria Group, Inc. | Stock | 11,719 | $535.7K | 0.3% | – | – | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,509 | $532.1K | 0.3% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,592 | $528.3K | 0.3% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 4,933 | $525.1K | 0.3% | – | – | – |
| BABoeing Co | Stock | 2,740 | $521.9K | 0.3% | – | – | History |
| CMCSAComcast Corp | Stock | 14,625 | $511.4K | 0.3% | – | – | History |
| IONSIonis Pharmaceuticals Inc | COM | 13,462 | $508.5K | 0.3% | – | – | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 12,308 | $498.6K | 0.3% | – | – | – |
| NKENIKE, Inc. | Stock | 4,105 | $480.4K | 0.2% | – | – | History |
| SBUXStarbucks Corp | Stock | 4,810 | $477.2K | 0.2% | – | – | History |
| GPCGenuine Parts Co | Stock | 2,747 | $476.6K | 0.2% | – | – | History |
| LOWLowes Companies Inc | Stock | 2,347 | $467.6K | 0.2% | – | – | History |
| AXPAmerican Express Co | Stock | 3,087 | $456.1K | 0.2% | – | – | History |
| CATCaterpillar Inc | Stock | 1,879 | $450.1K | 0.2% | – | – | History |
| HOODRobinhood Markets, Inc. | Stock | 54,166 | $440.9K | 0.2% | – | – | History |