Westmount Partners, LLC
- SEC CIK
- 0002051491
- Latest filing
- Jul 7, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 9, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 246
- +7 vs. Q1 2025
- Portfolio value
- $364.1M
- +$36.3M (+11.1%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 163,843 | $33.6M | 9.2% | −145−0.1% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 35,539 | $17.7M | 4.9% | +339+1.0% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 24,486 | $13.9M | 3.8% | −6,544−21.1% | Reduced | – |
| AVGOBroadcom Inc. | Stock | 48,082 | $13.3M | 3.6% | −104−0.2% | Reduced | History |
| NVDANVIDIA Corp | Stock | 74,460 | $11.8M | 3.2% | −8,938−10.7% | Reduced | History |
| CACICACI International Inc | CL A | 21,735 | $10.4M | 2.8% | −655−2.9% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 14,794 | $9.14M | 2.5% | +133+0.9% | Added | History |
| AMZNAmazon Com Inc | Stock | 39,503 | $8.67M | 2.4% | +919+2.4% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 17,108 | $8.31M | 2.3% | +44+0.3% | Added | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 84,535 | $7.75M | 2.1% | +25,432+43.0% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 11,679 | $7.25M | 2.0% | −53−0.5% | Reduced | – |
| Vanguard Total World Stock ETF922042742 | ETF | 51,999 | $6.68M | 1.8% | +3,153+6.5% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 19,761 | $6.01M | 1.6% | +8,882+81.6% | Added | – |
| IBMInternational Business Machines Corp | Stock | 19,190 | $5.66M | 1.6% | +68+0.4% | Added | History |
| WMTWalmart Inc. | Stock | 55,097 | $5.39M | 1.5% | +200.0% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,399 | $4.63M | 1.3% | +93+1.1% | Added | – |
| ILMNIllumina, Inc. | COM | 47,609 | $4.54M | 1.2% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 25,589 | $4.51M | 1.2% | −150−0.6% | Reduced | History |
| MASIMasimo Corp | COM | 25,866 | $4.35M | 1.2% | −125−0.5% | Reduced | History |
| ORCLOracle Corp | Stock | 18,711 | $4.09M | 1.1% | −147−0.8% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 5,496 | $4.06M | 1.1% | +209+4.0% | Added | History |
| NFLXNetflix Inc | Stock | 2,973 | $3.98M | 1.1% | −211−6.6% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 3,471 | $3.44M | 0.9% | +17+0.5% | Added | History |
| KFYKorn Ferry | COM NEW | 41,656 | $3.05M | 0.8% | 00.0% | Unchanged | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 25,961 | $2.84M | 0.8% | +16,950+188.1% | Added | – |
| HOODRobinhood Markets, Inc. | Stock | 28,920 | $2.71M | 0.7% | −26,461−47.8% | Reduced | History |
| PGProcter & Gamble Co | Stock | 16,852 | $2.68M | 0.7% | +26+0.2% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 8,883 | $2.58M | 0.7% | −8−0.1% | Reduced | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 105,341 | $2.57M | 0.7% | +480.0% | Added | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 60,240 | $2.55M | 0.7% | 00.0% | Unchanged | – |
| WFCWells Fargo & Company | Stock | 31,075 | $2.49M | 0.7% | −551−1.7% | Reduced | History |
| HDHome Depot, Inc. | Stock | 6,785 | $2.49M | 0.7% | −248−3.5% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 13,812 | $2.45M | 0.7% | +239+1.8% | Added | History |
| DISWalt Disney Co | Stock | 18,959 | $2.35M | 0.6% | −1,605−7.8% | Reduced | History |
| VVisa Inc. | Stock | 6,615 | $2.35M | 0.6% | +35+0.5% | Added | History |
| iShares Russell 2000 ETF464287655 | ETF | 10,577 | $2.28M | 0.6% | −175−1.6% | Reduced | – |
| iShares MSCI Eafe ETF464287465 | ETF | 25,208 | $2.25M | 0.6% | −297−1.2% | Reduced | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 42,643 | $2.15M | 0.6% | −273−0.6% | Reduced | – |
| ASTHAstrana Health, Inc. | COM NEW | 85,999 | $2.14M | 0.6% | −1,890−2.2% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 3,844 | $2.09M | 0.6% | +3+0.1% | Added | History |
| Invesco Exch Traded FD Tr II46138E107 | EQUAL WEGT 0-30 | 40,000 | $2.05M | 0.6% | +40,000 | New | – |
| iShares Tr464289859 | CORE 80 20 ETF | 24,330 | $2.03M | 0.6% | +325+1.4% | Added | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 79,827 | $1.96M | 0.5% | 00.0% | Unchanged | – |
| JNJJohnson & Johnson | Stock | 12,804 | $1.96M | 0.5% | −339−2.6% | Reduced | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 64,653 | $1.89M | 0.5% | +44,508+220.9% | Added | – |
| LLYEli Lilly & Co | Stock | 2,355 | $1.84M | 0.5% | +211+9.8% | Added | History |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 26,198 | $1.67M | 0.5% | −957−3.5% | Reduced | – |
| Trust for Professional Manag89834G778 | CROSSINGBRDG PRE | 77,420 | $1.66M | 0.5% | −1,867−2.4% | Reduced | – |
| iShares Tr464287622 | RUS 1000 ETF | 4,819 | $1.64M | 0.4% | +1,145+31.2% | Added | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 14,712 | $1.62M | 0.4% | +30.0% | Added | – |
| QCOMQualcomm Inc | Stock | 10,066 | $1.60M | 0.4% | −21−0.2% | Reduced | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,581 | $1.57M | 0.4% | +3+0.1% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 13,957 | $1.50M | 0.4% | −438−3.0% | Reduced | History |
| Schwab Fundamental International Equity ETF808524755 | ETF | 37,466 | $1.50M | 0.4% | +19+0.1% | Added | – |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $1.46M | 0.4% | 00.0% | Unchanged | History |
| iShares Tr464287150 | CORE S&P TTL STK | 10,682 | $1.44M | 0.4% | +27+0.3% | Added | – |
| TSLATesla, Inc. | Stock | 4,308 | $1.37M | 0.4% | −885−17.0% | Reduced | History |
| FICOFair Isaac Corp | COM | 735 | $1.34M | 0.4% | +190+34.9% | Added | History |
| Schwab International Equity ETF808524805 | ETF | 60,118 | $1.33M | 0.4% | 00.0% | Unchanged | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,129 | $1.33M | 0.4% | 00.0% | Unchanged | – |
| SPGIS&P Global Inc. | Stock | 2,467 | $1.30M | 0.4% | +5+0.2% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 22,728 | $1.30M | 0.4% | −323−1.4% | Reduced | – |
| iShares S&P 500 Value ETF464287408 | ETF | 6,456 | $1.26M | 0.3% | +15+0.2% | Added | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 9,008 | $1.22M | 0.3% | +30+0.3% | Added | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 40,579 | $1.16M | 0.3% | 00.0% | Unchanged | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,496 | $1.14M | 0.3% | −18−0.4% | Reduced | – |
| RDNTRadNet, Inc. | COM | 20,000 | $1.14M | 0.3% | 00.0% | Unchanged | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 44,570 | $1.13M | 0.3% | +97+0.2% | Added | – |
| AMGNAmgen Inc | Stock | 3,920 | $1.09M | 0.3% | +30+0.8% | Added | History |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 36,105 | $1.06M | 0.3% | 00.0% | Unchanged | – |
| BACBank of America Corp | Stock | 22,380 | $1.06M | 0.3% | +16+0.1% | Added | History |
| WSMWilliams Sonoma Inc | COM | 6,285 | $1.03M | 0.3% | +25+0.4% | Added | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 12,626 | $1.00M | 0.3% | −240−1.9% | Reduced | – |
| HONHoneywell International Inc | COM | 4,265 | $993.3K | 0.3% | −59−1.4% | Reduced | History |
| AXPAmerican Express Co | Stock | 3,077 | $981.5K | 0.3% | −245−7.4% | Reduced | History |
| iShares Tr464288273 | EAFE SML CP ETF | 13,163 | $956.7K | 0.3% | −20−0.2% | Reduced | – |
| PSXPhillips 66 | Stock | 7,938 | $947.1K | 0.3% | +30.0% | Added | History |
| ABBVAbbVie Inc. | Stock | 5,003 | $928.7K | 0.3% | −116−2.3% | Reduced | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 11,104 | $927.0K | 0.3% | −689−5.8% | Reduced | – |
| KOCoca Cola Co | Stock | 12,481 | $883.0K | 0.2% | −413−3.2% | Reduced | History |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 6,630 | $869.8K | 0.2% | 00.0% | Unchanged | – |
| GEGeneral Electric Co | Stock | 3,344 | $860.8K | 0.2% | −49−1.4% | Reduced | History |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 25,957 | $856.8K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,173 | $854.1K | 0.2% | −22−0.5% | Reduced | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 27,508 | $829.1K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr46434V464 | LOW CA OP MS ETF | 3,891 | $824.2K | 0.2% | +37+1.0% | Added | – |
| BXBlackstone Inc. | COM | 5,446 | $814.6K | 0.2% | +12+0.2% | Added | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 33,315 | $793.9K | 0.2% | −756−2.2% | Reduced | – |
| MAMastercard Inc | Stock | 1,379 | $774.7K | 0.2% | +268+24.1% | Added | History |
| iShares Tr464289867 | CORE 60 BALA ETF | 12,499 | $769.6K | 0.2% | +371+3.1% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 12,261 | $760.4K | 0.2% | −272−2.2% | Reduced | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 7,973 | $755.6K | 0.2% | −202−2.5% | Reduced | – |
| ProShares Tr74347X864 | ULTRPRO S&P500 | 8,226 | $752.2K | 0.2% | +268+3.4% | Added | – |
| SRESempra | Stock | 9,874 | $748.1K | 0.2% | +32+0.3% | Added | History |
| iShares Tr464288851 | US OIL GS EX ETF | 8,285 | $734.1K | 0.2% | +46+0.6% | Added | – |
| MOAltria Group, Inc. | Stock | 12,258 | $718.7K | 0.2% | −6,865−35.9% | Reduced | History |
| BABoeing Co | Stock | 3,408 | $714.1K | 0.2% | +169+5.2% | Added | History |
| CATCaterpillar Inc | Stock | 1,838 | $713.4K | 0.2% | +4+0.2% | Added | History |
| APOApollo Global Management, Inc. | COM | 5,000 | $709.4K | 0.2% | 00.0% | Unchanged | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,949 | $698.8K | 0.2% | +57+2.0% | Added | – |
Sold out since Q1 2025 (11)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| iShares Tr46435G326 | CORE MSCI INTL | 16,212 | $1.12M | 0.3% | – |
| MDLZMondelez International, Inc. | Stock | 6,781 | $460.1K | 0.1% | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 11,713 | $327.5K | 0.1% | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 3,896 | $323.1K | 0.1% | – |
| GISGeneral Mills Inc | Stock | 4,933 | $294.9K | 0.1% | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,426 | $265.6K | 0.1% | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 4,836 | $244.8K | 0.1% | – |
| Microsectors Fang Plus Index 3X063679534 | ETP | 650 | $234.0K | 0.1% | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 4,908 | $226.2K | 0.1% | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 2,817 | $223.8K | 0.1% | – |
| SPOTSpotify Technology S.A. | Stock | 384 | $211.2K | 0.1% | History |