Westmount Partners
Latest statistics and disclosures from Westmount Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, AVGO, VOO, NVDA, and represent 26.51% of Westmount Partners's stock portfolio.
- Added to shares of these 10 stocks: AOA, NU, IBIT, ASML, MSTR, VT, MELI, VBR, B, DHI.
- Started 12 new stock positions in FATE, IBIT, RBLX, VBR, DHI, NU, EAOR, MELI, RTX, STRZ. ASML, B.
- Reduced shares in these 10 stocks: BIL, SPGI, NVDA, AAPL, MGV, SPY, IWP, JNJ, VOOG, AMZN.
- Sold out of its positions in AMP, AZO, BOH, CLSD, DRI, FTNT, GPC, IWS, IWP, SPGI. TXN, MGV, VOOG, LIN.
- Westmount Partners was a net seller of stock by $-11M.
- Westmount Partners has $387M in assets under management (AUM), dropping by 6.35%.
- Central Index Key (CIK): 0002051491
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Portfolio Holdings for Westmount Partners
Westmount Partners holds 244 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 10.5 | $41M | -2% | 160k | 255.45 |
|
| Microsoft Corporation (MSFT) | 4.7 | $18M | 35k | 519.71 |
|
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| Broadcom (AVGO) | 4.1 | $16M | 48k | 333.39 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.8 | $15M | -2% | 24k | 614.57 |
|
| NVIDIA Corporation (NVDA) | 3.3 | $13M | -8% | 68k | 187.24 |
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| Caci Intl Cl A (CACI) | 2.8 | $11M | 21k | 515.16 |
|
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.4 | $9.2M | -7% | 14k | 668.47 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.2 | $8.4M | 17k | 498.20 |
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| Amazon (AMZN) | 2.1 | $8.3M | -5% | 38k | 220.63 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.0 | $7.8M | 12k | 671.82 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.9 | $7.4M | +3% | 54k | 138.51 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.7 | $6.4M | 20k | 329.31 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $6.1M | -2% | 25k | 244.90 |
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| Wal-Mart Stores (WMT) | 1.5 | $5.6M | 55k | 101.96 |
|
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| International Business Machines (IBM) | 1.4 | $5.5M | 19k | 286.49 |
|
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| Oracle Corporation (ORCL) | 1.4 | $5.5M | 19k | 289.02 |
|
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| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 1.4 | $5.3M | -31% | 58k | 91.46 |
|
| Illumina (ILMN) | 1.3 | $4.9M | 48k | 102.26 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $4.8M | -4% | 8.0k | 603.25 |
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| Robinhood Mkts Com Cl A (HOOD) | 1.0 | $4.0M | 29k | 139.14 |
|
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| Masimo Corporation (MASI) | 1.0 | $3.7M | 26k | 142.54 |
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| Meta Platforms Cl A (META) | 0.9 | $3.5M | -10% | 4.9k | 717.40 |
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| Netflix (NFLX) | 0.9 | $3.5M | 3.0k | 1170.94 |
|
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.9 | $3.4M | +57% | 38k | 88.44 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $3.3M | -4% | 13k | 245.54 |
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| Costco Wholesale Corporation (COST) | 0.8 | $3.2M | 3.5k | 917.28 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.8 | $3.1M | 26k | 119.18 |
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| Korn Ferry Com New (KFY) | 0.7 | $2.9M | 42k | 69.50 |
|
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.7 | $2.8M | 105k | 26.44 |
|
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| JPMorgan Chase & Co. (JPM) | 0.7 | $2.8M | 8.9k | 310.71 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.7 | $2.7M | 60k | 44.73 |
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| Home Depot (HD) | 0.7 | $2.6M | -3% | 6.5k | 397.00 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $2.5M | 11k | 242.49 |
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| Wells Fargo & Company (WFC) | 0.6 | $2.5M | 31k | 80.87 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $2.4M | 26k | 94.14 |
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| Astrana Health Com New (ASTH) | 0.6 | $2.4M | -2% | 84k | 28.16 |
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| Visa Com Cl A (V) | 0.6 | $2.3M | 6.6k | 347.85 |
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| Procter & Gamble Company (PG) | 0.6 | $2.3M | -11% | 15k | 153.18 |
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| Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI) | 0.6 | $2.2M | 40k | 54.12 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.6 | $2.2M | 43k | 50.28 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.5 | $2.1M | 80k | 26.42 |
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| Walt Disney Company (DIS) | 0.5 | $2.1M | 19k | 112.95 |
|
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.5 | $2.1M | 65k | 32.09 |
|
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| Tesla Motors (TSLA) | 0.5 | $1.9M | -5% | 4.1k | 459.44 |
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| Johnson & Johnson (JNJ) | 0.5 | $1.8M | -22% | 9.9k | 186.05 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $1.8M | 15k | 121.23 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.5 | $1.8M | 4.8k | 366.85 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $1.7M | 3.6k | 481.90 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.4 | $1.7M | -4% | 25k | 68.66 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $1.7M | -12% | 2.1k | 825.57 |
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| Intuitive Surgical Com New (ISRG) | 0.4 | $1.7M | 3.8k | 438.04 |
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| Qualcomm (QCOM) | 0.4 | $1.7M | 10k | 166.49 |
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| Trust For Professional Man Crossingbrdg Pre (SPC) | 0.4 | $1.7M | 77k | 21.67 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.4 | $1.6M | 38k | 43.29 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $1.6M | 11k | 146.18 |
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| RadNet (RDNT) | 0.4 | $1.6M | 20k | 77.99 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $1.6M | 14k | 111.99 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $1.5M | 2.00 | 745906.00 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $1.5M | 3.1k | 471.21 |
|
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $1.4M | 60k | 23.47 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $1.4M | 23k | 60.37 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $1.3M | 6.4k | 207.04 |
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| Select Sector Spdr Tr Technology (XLK) | 0.3 | $1.3M | +3% | 4.6k | 284.63 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.3 | $1.3M | 41k | 31.26 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $1.2M | 45k | 27.94 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 0.3 | $1.2M | -2% | 8.8k | 139.98 |
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| Williams-Sonoma (WSM) | 0.3 | $1.2M | 6.3k | 195.29 |
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| Abbvie (ABBV) | 0.3 | $1.2M | 5.0k | 244.39 |
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| Fair Isaac Corporation (FICO) | 0.3 | $1.2M | +6% | 785.00 | 1512.71 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.3 | $1.1M | 36k | 31.55 |
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| Bank of America Corporation (BAC) | 0.3 | $1.1M | 22k | 50.68 |
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| Amgen (AMGN) | 0.3 | $1.1M | -6% | 3.7k | 298.52 |
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| Phillips 66 (PSX) | 0.3 | $1.1M | 7.9k | 134.59 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $1.0M | +4% | 13k | 79.80 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.3 | $999k | 13k | 76.90 |
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|
| Ishares Tr Core 60/40 Balan (AOR) | 0.2 | $961k | +18% | 15k | 64.62 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $960k | +6% | 4.4k | 216.92 |
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| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.2 | $943k | 26k | 36.31 |
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| Proshares Tr Ultrpro S&p500 (UPRO) | 0.2 | $938k | 8.3k | 112.69 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $929k | -4% | 11k | 87.90 |
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| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.2 | $927k | +4% | 4.1k | 227.88 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $925k | 5.5k | 168.11 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $924k | 28k | 33.58 |
|
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| Honeywell International (HON) | 0.2 | $897k | 4.3k | 210.19 |
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| Caterpillar (CAT) | 0.2 | $884k | 1.8k | 480.95 |
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| Sempra Energy (SRE) | 0.2 | $881k | 9.9k | 89.26 |
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| Ionis Pharmaceuticals (IONS) | 0.2 | $853k | 13k | 65.80 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $846k | 33k | 25.80 |
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| Coca-Cola Company (KO) | 0.2 | $833k | 13k | 66.78 |
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| Altria (MO) | 0.2 | $809k | 12k | 66.29 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $795k | 12k | 65.49 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $794k | +5% | 3.1k | 254.98 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $782k | 1.4k | 573.60 |
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| Ishares Tr Us Oil Gs Ex Etf (IEO) | 0.2 | $780k | 8.3k | 93.50 |
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| Ge Aerospace Com New (GE) | 0.2 | $773k | -23% | 2.6k | 300.87 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $764k | 5.1k | 149.57 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.2 | $758k | -2% | 7.8k | 97.13 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.2 | $736k | 8.0k | 92.20 |
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| Cyberark Software SHS (CYBR) | 0.2 | $735k | 1.5k | 490.17 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $727k | +9% | 1.8k | 404.53 |
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| Rush Street Interactive (RSI) | 0.2 | $704k | 35k | 20.05 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $703k | 13k | 54.52 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $691k | 3.4k | 203.87 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $684k | -3% | 3.7k | 186.87 |
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| American Express Company (AXP) | 0.2 | $684k | -32% | 2.1k | 328.59 |
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| ConocoPhillips (COP) | 0.2 | $668k | 7.0k | 95.46 |
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| Coinbase Global Com Cl A (COIN) | 0.2 | $656k | +15% | 1.9k | 346.17 |
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| Mesabi Tr Ctf Ben Int (MSB) | 0.2 | $653k | 21k | 31.31 |
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| Abbott Laboratories (ABT) | 0.2 | $652k | 4.9k | 133.47 |
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| Apollo Global Mgmt (APO) | 0.2 | $650k | 5.0k | 129.95 |
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| McDonald's Corporation (MCD) | 0.2 | $649k | 2.2k | 300.49 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $640k | 850.00 | 752.60 |
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| Vanguard World Health Car Etf (VHT) | 0.2 | $627k | 2.4k | 266.69 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $626k | 1.3k | 498.94 |
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| Boeing Company (BA) | 0.2 | $619k | -15% | 2.9k | 215.19 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $613k | 2.1k | 288.43 |
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| Lowe's Companies (LOW) | 0.2 | $593k | 2.4k | 247.99 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $586k | +2% | 11k | 53.82 |
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| Philip Morris International (PM) | 0.2 | $582k | 3.6k | 160.87 |
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| Pepsi (PEP) | 0.1 | $572k | -18% | 4.0k | 143.15 |
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| Chevron Corporation (CVX) | 0.1 | $567k | -3% | 3.7k | 154.59 |
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| Celestica (CLS) | 0.1 | $554k | +10% | 2.2k | 251.69 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $551k | -2% | 7.7k | 71.95 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $551k | 5.7k | 96.52 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $539k | 13k | 42.91 |
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| At&t (T) | 0.1 | $535k | 19k | 27.55 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $528k | 1.8k | 293.53 |
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| Reddit Cl A (RDDT) | 0.1 | $520k | -11% | 2.6k | 202.60 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $519k | 8.9k | 58.43 |
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| Nextera Energy (NEE) | 0.1 | $514k | 6.5k | 78.67 |
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| Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) | 0.1 | $514k | 20k | 25.54 |
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| Grail (GRAL) | 0.1 | $505k | 8.1k | 62.06 |
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| United Rentals (URI) | 0.1 | $504k | 523.00 | 963.17 |
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| Strategy Cl A New (MSTR) | 0.1 | $498k | +153% | 1.5k | 338.41 |
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| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.1 | $496k | +9% | 12k | 40.52 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $494k | 4.0k | 122.39 |
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| Bristol Myers Squibb (BMY) | 0.1 | $494k | 10k | 47.43 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $489k | 1.4k | 356.03 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $486k | 2.6k | 184.95 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $485k | +7% | 5.2k | 93.18 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $472k | +17% | 4.7k | 100.38 |
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| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN) | 0.1 | $466k | 11k | 41.25 |
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| Alnylam Pharmaceuticals (ALNY) | 0.1 | $461k | 1.0k | 460.65 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $447k | NEW | 29k | 15.19 |
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| Union Pacific Corporation (UNP) | 0.1 | $445k | 1.9k | 234.73 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $445k | -6% | 5.3k | 83.17 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $445k | 2.7k | 165.28 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $442k | 3.1k | 142.77 |
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| Deere & Company (DE) | 0.1 | $428k | 948.00 | 451.75 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $428k | 4.6k | 92.26 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $419k | 25k | 17.05 |
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| Merck & Co (MRK) | 0.1 | $418k | 4.6k | 90.12 |
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| Eaton Corp SHS (ETN) | 0.1 | $418k | 1.1k | 373.84 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $410k | -3% | 13k | 30.94 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $401k | 2.8k | 141.10 |
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| CSX Corporation (CSX) | 0.1 | $397k | 11k | 35.00 |
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| Neonc Technologies Hldgs (NTHI) | 0.1 | $397k | -45% | 40k | 9.87 |
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| Nucor Corporation (NUE) | 0.1 | $397k | 2.9k | 135.39 |
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| Garmin SHS (GRMN) | 0.1 | $397k | 1.6k | 255.18 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $397k | 747.00 | 530.84 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $387k | 13k | 29.17 |
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| Cadence Design Systems (CDNS) | 0.1 | $387k | 1.1k | 351.97 |
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| Nike CL B (NKE) | 0.1 | $376k | 5.1k | 74.20 |
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| Booking Holdings (BKNG) | 0.1 | $375k | 70.00 | 5351.11 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $369k | -13% | 3.5k | 104.86 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $366k | -3% | 5.5k | 66.44 |
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| Golar Lng SHS (GLNG) | 0.1 | $364k | 9.1k | 40.12 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $361k | 2.5k | 143.02 |
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| Goldman Sachs (GS) | 0.1 | $361k | 459.00 | 785.89 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $360k | 3.2k | 111.22 |
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| UnitedHealth (UNH) | 0.1 | $360k | -2% | 1.0k | 348.17 |
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| Intel Corporation (INTC) | 0.1 | $359k | -17% | 10k | 35.94 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $357k | NEW | 5.4k | 66.74 |
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| Ge Vernova (GEV) | 0.1 | $355k | -23% | 585.00 | 606.32 |
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| Tencent Music Entmt Group Spon Ads (TME) | 0.1 | $347k | 15k | 23.12 |
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| Gilead Sciences (GILD) | 0.1 | $346k | 3.1k | 111.14 |
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| Blackrock (BLK) | 0.1 | $346k | 303.00 | 1141.31 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $345k | +2% | 3.4k | 100.17 |
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| Starbucks Corporation (SBUX) | 0.1 | $337k | -4% | 4.0k | 84.39 |
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| Carvana Cl A (CVNA) | 0.1 | $336k | -9% | 850.00 | 395.41 |
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| Cisco Systems (CSCO) | 0.1 | $335k | +2% | 4.9k | 68.75 |
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| Rexford Industrial Realty Inc reit (REXR) | 0.1 | $334k | 8.0k | 41.84 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $332k | 4.6k | 72.69 |
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| Ishares Tr Core 40/60 Moder (AOM) | 0.1 | $331k | +58% | 6.9k | 47.74 |
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| Edison International (EIX) | 0.1 | $329k | -5% | 5.8k | 56.28 |
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| Paychex (PAYX) | 0.1 | $321k | 2.6k | 124.01 |
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| Waste Management (WM) | 0.1 | $321k | 1.5k | 219.88 |
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| PNC Financial Services (PNC) | 0.1 | $320k | -3% | 1.6k | 198.44 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $315k | NEW | 314.00 | 1003.27 |
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| Fidelity Covington Trust Enhanced Intl (FENI) | 0.1 | $312k | 8.8k | 35.48 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $310k | 1.5k | 210.01 |
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| Shell Spon Ads (SHEL) | 0.1 | $305k | -2% | 4.2k | 72.43 |
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| Servicenow (NOW) | 0.1 | $294k | -11% | 322.00 | 912.43 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $293k | -14% | 585.00 | 499.97 |
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| Sixth Street Specialty Lending (TSLX) | 0.1 | $289k | 13k | 22.15 |
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| Parsons Corporation (PSN) | 0.1 | $288k | 3.4k | 85.24 |
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| Spdr Series Trust Nyse Tech Etf (XNTK) | 0.1 | $286k | 1.0k | 277.13 |
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| salesforce (CRM) | 0.1 | $283k | 1.2k | 235.72 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $280k | +4% | 1.1k | 243.71 |
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| Verizon Communications (VZ) | 0.1 | $280k | 6.4k | 43.83 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $276k | -15% | 1.9k | 142.34 |
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| Manulife Finl Corp (MFC) | 0.1 | $271k | 8.6k | 31.45 |
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| Consolidated Edison (ED) | 0.1 | $271k | 2.8k | 98.17 |
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| CVS Caremark Corporation (CVS) | 0.1 | $269k | 3.5k | 76.88 |
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| Spdr Series Trust Bbg Conv Sec Etf (CWB) | 0.1 | $269k | 2.9k | 91.32 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $267k | 2.8k | 96.08 |
|
|
| Starwood Property Trust (STWD) | 0.1 | $264k | 14k | 19.47 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $264k | 1.7k | 156.91 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $262k | 2.9k | 91.58 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $261k | -4% | 1.6k | 163.97 |
|
| 3M Company (MMM) | 0.1 | $259k | 1.7k | 156.04 |
|
|
| Flexshares Tr Qualt Divd Idx (QDF) | 0.1 | $258k | -16% | 3.2k | 79.76 |
|
| Stryker Corporation (SYK) | 0.1 | $255k | +3% | 700.00 | 364.15 |
|
| Ralph Lauren Corp Cl A (RL) | 0.1 | $255k | 803.00 | 317.42 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $255k | 2.9k | 89.34 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $254k | 5.5k | 46.28 |
|
|
| Boston Scientific Corporation (BSX) | 0.1 | $253k | 2.6k | 95.85 |
|
|
| TJX Companies (TJX) | 0.1 | $251k | 1.7k | 144.28 |
|
|
| IDEXX Laboratories (IDXX) | 0.1 | $248k | 400.00 | 620.11 |
|
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $246k | 1.8k | 138.94 |
|
|
| New York Times Cl A (NYT) | 0.1 | $246k | 4.4k | 55.68 |
|
|
| Pfizer (PFE) | 0.1 | $240k | -36% | 8.8k | 27.21 |
|
| Intercontinental Exchange (ICE) | 0.1 | $238k | 1.5k | 162.64 |
|
|
| Mattel (MAT) | 0.1 | $236k | 14k | 17.28 |
|
|
| Ishares Tr Esg Aware 80/20 (EAOA) | 0.1 | $232k | 5.7k | 40.94 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $231k | 2.4k | 95.12 |
|
|
| Intuit (INTU) | 0.1 | $231k | +7% | 340.00 | 679.50 |
|
| Danaher Corporation (DHR) | 0.1 | $229k | 1.1k | 212.88 |
|
|
| MercadoLibre (MELI) | 0.1 | $226k | NEW | 104.00 | 2176.91 |
|
| Allstate Corporation (ALL) | 0.1 | $222k | 1.1k | 210.59 |
|
|
| Principal Financial (PFG) | 0.1 | $220k | 2.6k | 83.04 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $215k | NEW | 1.0k | 209.49 |
|
| Barrick Mng Corp Com Shs (B) | 0.1 | $214k | NEW | 6.3k | 33.71 |
|
| D.R. Horton (DHI) | 0.1 | $206k | NEW | 1.2k | 172.50 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $205k | NEW | 1.2k | 167.23 |
|
| Kemper Corp Del (KMPR) | 0.1 | $205k | 4.0k | 50.75 |
|
|
| Ishares Tr Esg Aware 60/40 (EAOR) | 0.1 | $204k | NEW | 5.8k | 35.15 |
|
| Roblox Corp Cl A (RBLX) | 0.1 | $201k | NEW | 1.5k | 134.07 |
|
| Goldman Sachs Bdc SHS (GSBD) | 0.0 | $148k | 15k | 9.99 |
|
|
| Starz Entmt Corp (STRZ) | 0.0 | $146k | NEW | 10k | 14.58 |
|
| Nano X Imaging Ord Shs (NNOX) | 0.0 | $89k | 24k | 3.69 |
|
|
| Western Asset Global High Income Fnd (EHI) | 0.0 | $85k | 13k | 6.57 |
|
|
| Opko Health (OPK) | 0.0 | $26k | 17k | 1.55 |
|
|
| Fate Therapeutics (FATE) | 0.0 | $13k | NEW | 10k | 1.25 |
|
Past Filings by Westmount Partners
SEC 13F filings are viewable for Westmount Partners going back to 2024
- Westmount Partners 2025 Q3 filed Oct. 14, 2025
- Westmount Partners 2025 Q2 filed July 9, 2025
- Westmount Partners 2025 Q1 filed May 1, 2025
- Westmount Partners 2023 Q1 filed Jan. 29, 2025
- Westmount Partners 2024 Q2 filed Jan. 28, 2025
- Westmount Partners 2024 Q1 filed Jan. 28, 2025
- Westmount Partners 2023 Q4 filed Jan. 28, 2025
- Westmount Partners 2023 Q3 filed Jan. 28, 2025
- Westmount Partners 2023 Q2 filed Jan. 28, 2025
- Westmount Partners 2022 Q4 filed Jan. 28, 2025
- Westmount Partners 2024 Q3 filed Jan. 13, 2025
- Westmount Partners 2024 Q4 filed Jan. 13, 2025