Westmount Partners, LLC
- SEC CIK
- 0002051491
- Latest filing
- Jul 7, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 1, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 239
- +21 vs. Q4 2024
- Portfolio value
- $327.9M
- −$1.30M (−0.4%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 163,988 | $36.4M | 11.1% | −405−0.2% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 31,030 | $15.9M | 4.9% | +4,173+15.5% | Added | – |
| MSFTMicrosoft Corp | Stock | 35,200 | $13.2M | 4.0% | −1,265−3.5% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 17,064 | $9.09M | 2.8% | −313−1.8% | Reduced | History |
| NVDANVIDIA Corp | Stock | 83,398 | $9.04M | 2.8% | +194+0.2% | Added | History |
| CACICACI International Inc | CL A | 22,390 | $8.22M | 2.5% | −6,903−23.6% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 14,661 | $8.20M | 2.5% | −141−1.0% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 48,186 | $8.07M | 2.5% | −233−0.5% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 38,584 | $7.34M | 2.2% | +387+1.0% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 11,732 | $6.59M | 2.0% | +229+2.0% | Added | – |
| Vanguard Total World Stock ETF922042742 | ETF | 48,846 | $5.66M | 1.7% | +2,384+5.1% | Added | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 59,103 | $5.42M | 1.7% | +59,103 | New | – |
| WMTWalmart Inc. | Stock | 55,077 | $4.84M | 1.5% | −753−1.3% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 19,122 | $4.75M | 1.5% | −293−1.5% | Reduced | History |
| MASIMasimo Corp | COM | 25,991 | $4.33M | 1.3% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 25,739 | $3.98M | 1.2% | +1,162+4.7% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,306 | $3.89M | 1.2% | +64+0.8% | Added | – |
| ILMNIllumina, Inc. | COM | 47,609 | $3.78M | 1.2% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 3,454 | $3.27M | 1.0% | −427−11.0% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 5,287 | $3.05M | 0.9% | −364−6.4% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,879 | $2.99M | 0.9% | −33−0.3% | Reduced | – |
| NFLXNetflix Inc | Stock | 3,184 | $2.97M | 0.9% | −45−1.4% | Reduced | History |
| PGProcter & Gamble Co | Stock | 16,826 | $2.87M | 0.9% | −1,886−10.1% | Reduced | History |
| KFYKorn Ferry | COM NEW | 41,656 | $2.83M | 0.9% | 00.0% | Unchanged | History |
| ASTHAstrana Health, Inc. | COM NEW | 87,889 | $2.73M | 0.8% | −2,445−2.7% | Reduced | History |
| ORCLOracle Corp | Stock | 18,858 | $2.64M | 0.8% | −122−0.6% | Reduced | History |
| HDHome Depot, Inc. | Stock | 7,033 | $2.58M | 0.8% | −1,181−14.4% | Reduced | History |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 60,240 | $2.48M | 0.8% | 00.0% | Unchanged | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 105,293 | $2.32M | 0.7% | +73,919+235.6% | Added | – |
| VVisa Inc. | Stock | 6,580 | $2.31M | 0.7% | −28−0.4% | Reduced | History |
| HOODRobinhood Markets, Inc. | Stock | 55,381 | $2.30M | 0.7% | +750+1.4% | Added | History |
| WFCWells Fargo & Company | Stock | 31,626 | $2.27M | 0.7% | +274+0.9% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 8,891 | $2.18M | 0.7% | −630−6.6% | Reduced | History |
| JNJJohnson & Johnson | Stock | 13,143 | $2.18M | 0.7% | −814−5.8% | Reduced | History |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 42,916 | $2.16M | 0.7% | −920−2.1% | Reduced | – |
| iShares Russell 2000 ETF464287655 | ETF | 10,752 | $2.14M | 0.7% | +388+3.7% | Added | – |
| GOOGAlphabet Inc. | Stock | 13,573 | $2.12M | 0.6% | +751+5.9% | Added | History |
| iShares MSCI Eafe ETF464287465 | ETF | 25,505 | $2.08M | 0.6% | +186+0.7% | Added | – |
| DISWalt Disney Co | Stock | 20,564 | $2.03M | 0.6% | −115−0.6% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 3,841 | $1.90M | 0.6% | +50+1.3% | Added | History |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 79,827 | $1.88M | 0.6% | +79,827 | New | – |
| iShares Tr464289859 | CORE 80 20 ETF | 24,005 | $1.84M | 0.6% | +1,772+8.0% | Added | – |
| LLYEli Lilly & Co | Stock | 2,144 | $1.77M | 0.5% | +75+3.6% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 14,395 | $1.71M | 0.5% | −780−5.1% | Reduced | History |
| PMPhilip Morris International Inc. | Stock | 10,557 | $1.68M | 0.5% | −1,309−11.0% | Reduced | History |
| Trust for Professional Manag89834G778 | CROSSINGBRDG PRE | 79,287 | $1.66M | 0.5% | −3,800−4.6% | Reduced | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 27,155 | $1.62M | 0.5% | −1,388−4.9% | Reduced | – |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $1.60M | 0.5% | +2 | New | History |
| QCOMQualcomm Inc | Stock | 10,087 | $1.55M | 0.5% | +42+0.4% | Added | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 14,709 | $1.37M | 0.4% | −30−0.2% | Reduced | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 37,447 | $1.35M | 0.4% | +37,447 | New | – |
| TSLATesla, Inc. | Stock | 5,193 | $1.35M | 0.4% | +1,071+26.0% | Added | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,578 | $1.33M | 0.4% | +284+8.6% | Added | – |
| iShares Tr464287150 | CORE S&P TTL STK | 10,655 | $1.30M | 0.4% | +26+0.2% | Added | – |
| SPGIS&P Global Inc. | Stock | 2,462 | $1.25M | 0.4% | +60+2.5% | Added | History |
| iShares S&P 500 Value ETF464287408 | ETF | 6,441 | $1.23M | 0.4% | +14+0.2% | Added | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 8,978 | $1.22M | 0.4% | +25+0.3% | Added | – |
| AMGNAmgen Inc | Stock | 3,890 | $1.21M | 0.4% | −411−9.6% | Reduced | History |
| Schwab International Equity ETF808524805 | ETF | 60,118 | $1.19M | 0.4% | +43,868+270.0% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 23,051 | $1.17M | 0.4% | −94−0.4% | Reduced | – |
| MOAltria Group, Inc. | Stock | 19,123 | $1.15M | 0.4% | +25+0.1% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,129 | $1.13M | 0.3% | −355−10.2% | Reduced | – |
| iShares Tr464287622 | RUS 1000 ETF | 3,674 | $1.13M | 0.3% | 00.0% | Unchanged | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 20,838 | $1.12M | 0.3% | +14,757+242.7% | Added | – |
| iShares Tr46435G326 | CORE MSCI INTL | 16,212 | $1.12M | 0.3% | +16,212 | New | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 40,579 | $1.11M | 0.3% | +40,579 | New | – |
| ABBVAbbVie Inc. | Stock | 5,119 | $1.07M | 0.3% | −26−0.5% | Reduced | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 44,473 | $1.04M | 0.3% | +15,970+56.0% | Added | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 12,866 | $1.02M | 0.3% | −1,588−11.0% | Reduced | – |
| FICOFair Isaac Corp | COM | 545 | $1.01M | 0.3% | +10+1.9% | Added | History |
| RDNTRadNet, Inc. | COM | 20,000 | $994.4K | 0.3% | 00.0% | Unchanged | History |
| WSMWilliams Sonoma Inc | COM | 6,260 | $989.6K | 0.3% | +18+0.3% | Added | History |
| PSXPhillips 66 | Stock | 7,935 | $979.9K | 0.3% | +20.0% | Added | History |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 36,105 | $946.0K | 0.3% | 00.0% | Unchanged | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 9,011 | $942.3K | 0.3% | −459−4.8% | Reduced | – |
| BACBank of America Corp | Stock | 22,364 | $933.2K | 0.3% | −81−0.4% | Reduced | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,514 | $932.1K | 0.3% | 00.0% | Unchanged | – |
| KOCoca Cola Co | Stock | 12,894 | $923.4K | 0.3% | −1,465−10.2% | Reduced | History |
| HONHoneywell International Inc | COM | 4,324 | $915.6K | 0.3% | −415−8.8% | Reduced | History |
| AXPAmerican Express Co | Stock | 3,322 | $893.7K | 0.3% | +470+16.5% | Added | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 11,793 | $892.1K | 0.3% | +101+0.9% | Added | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 6,630 | $854.1K | 0.3% | 00.0% | Unchanged | – |
| iShares Tr464288273 | EAFE SML CP ETF | 13,183 | $837.5K | 0.3% | −382−2.8% | Reduced | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,195 | $813.8K | 0.2% | −310−6.9% | Reduced | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 25,957 | $799.5K | 0.2% | +25,957 | New | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 8,175 | $782.8K | 0.2% | +364+4.7% | Added | – |
| iShares Tr464288851 | US OIL GS EX ETF | 8,239 | $779.2K | 0.2% | +622+8.2% | Added | – |
| BXBlackstone Inc. | COM | 5,434 | $759.6K | 0.2% | −67−1.2% | Reduced | History |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 27,508 | $758.4K | 0.2% | +27,508 | New | – |
| MSTRStrategy Inc | Stock | 2,624 | $756.4K | 0.2% | +458+21.1% | Added | History |
| PEPPepsiCo Inc | Stock | 4,978 | $746.4K | 0.2% | −1,948−28.1% | Reduced | History |
| COPConocoPhillips | Stock | 7,066 | $742.1K | 0.2% | −58−0.8% | Reduced | History |
| iShares Tr46434V464 | LOW CA OP MS ETF | 3,854 | $736.9K | 0.2% | +38+1.0% | Added | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 34,071 | $733.5K | 0.2% | +96+0.3% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 12,533 | $731.3K | 0.2% | +130+1.0% | Added | – |
| CVXChevron Corp | Stock | 4,217 | $705.5K | 0.2% | −3,025−41.8% | Reduced | History |
| MCDMcDonalds Corp | Stock | 2,255 | $704.5K | 0.2% | −898−28.5% | Reduced | History |
| SRESempra | Stock | 9,842 | $702.3K | 0.2% | −646−6.2% | Reduced | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 4,074 | $701.8K | 0.2% | +2,598+176.0% | Added | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 12,128 | $698.2K | 0.2% | −401−3.2% | Reduced | – |
Sold out since Q4 2024 (11)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| PSNParsons Corp | COM | 3,376 | $311.4K | 0.1% | History |
| AMDAdvanced Micro Devices Inc | Stock | 2,280 | $275.4K | 0.1% | History |
| TXNTexas Instruments Inc | Stock | 1,334 | $250.1K | 0.1% | History |
| MSMorgan Stanley | Stock | 1,749 | $219.8K | 0.1% | History |
| INTUIntuit Inc. | Stock | 337 | $211.8K | 0.1% | History |
| State Street SPDR NYSE Technology ETF78464A102 | ETF | 1,033 | $208.5K | 0.1% | – |
| NVONovo Nordisk A S | ADR | 2,405 | $206.9K | 0.1% | History |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 10,334 | $176.5K | 0.1% | History |
| LBTYKLiberty Global Ltd. | COM CL C | 10,544 | $138.5K | <0.1% | History |
| PSTXPoseida Therapeutics, Inc. | COM | 11,000 | $105.6K | <0.1% | History |
| EGHT8X8 Inc | COM | 11,000 | $29.4K | <0.1% | History |