Westmount Partners
Latest statistics and disclosures from Westmount Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, NVDA, AVGO, VOO, and represent 27.87% of Westmount Partners's stock portfolio.
- Added to shares of these 10 stocks: NVDA, BMRC, AAPL, NFLX, GOOGL, AMZN, XLK, VTI, META, SHV.
- Started 8 new stock positions in BBIO, TRV, SHV, LIN, PNBK, BMRC, TECL, ICLN.
- Reduced shares in these 10 stocks: BIL, SPC, ILMN, IWM, FICO, MSTR, IEO, VEA, DVY, .
- Sold out of its positions in DHI, DVY, KMPR, MFC, MSTR, RBLX.
- Westmount Partners was a net buyer of stock by $11M.
- Westmount Partners has $401M in assets under management (AUM), dropping by 3.58%.
- Central Index Key (CIK): 0002051491
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Portfolio Holdings for Westmount Partners
Westmount Partners holds 246 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 11.5 | $46M | +6% | 170k | 271.86 |
|
| Microsoft Corporation (MSFT) | 4.3 | $17M | 36k | 483.62 |
|
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| NVIDIA Corporation (NVDA) | 4.2 | $17M | +31% | 90k | 186.50 |
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| Broadcom (AVGO) | 4.2 | $17M | 48k | 346.10 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.7 | $15M | 24k | 627.14 |
|
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| Caci Intl Cl A (CACI) | 2.8 | $11M | 21k | 532.81 |
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| Amazon (AMZN) | 2.4 | $9.7M | +11% | 42k | 230.82 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.3 | $9.4M | 14k | 681.92 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $9.0M | +15% | 29k | 313.00 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.1 | $8.6M | 17k | 502.65 |
|
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| Ishares Tr Core S&p500 Etf (IVV) | 2.0 | $7.9M | 12k | 684.94 |
|
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.9 | $7.7M | 55k | 141.06 |
|
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.8 | $7.1M | +7% | 21k | 335.27 |
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| Wal-Mart Stores (WMT) | 1.5 | $6.1M | 55k | 111.41 |
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| International Business Machines (IBM) | 1.4 | $5.7M | 19k | 296.20 |
|
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| Illumina (ILMN) | 1.3 | $5.3M | -15% | 40k | 131.16 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $4.9M | 7.9k | 614.28 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $4.2M | 13k | 313.80 |
|
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| Oracle Corporation (ORCL) | 0.9 | $3.7M | 19k | 194.91 |
|
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| Meta Platforms Cl A (META) | 0.9 | $3.6M | +12% | 5.5k | 660.09 |
|
| Ishares Tr Core 80/20 Aggre (AOA) | 0.8 | $3.3M | -5% | 36k | 89.56 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.8 | $3.2M | 29k | 113.10 |
|
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| Masimo Corporation (MASI) | 0.8 | $3.2M | -6% | 24k | 130.06 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.8 | $3.1M | 26k | 120.18 |
|
|
| Costco Wholesale Corporation (COST) | 0.7 | $3.0M | 3.5k | 862.41 |
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| Bank of Marin Ban (BMRC) | 0.7 | $3.0M | NEW | 115k | 26.01 |
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| Wells Fargo & Company (WFC) | 0.7 | $2.9M | 31k | 93.20 |
|
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.7 | $2.8M | 105k | 26.91 |
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| Spdr Series Trust State Street Spd (BIL) | 0.7 | $2.8M | -46% | 31k | 91.38 |
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| Netflix (NFLX) | 0.7 | $2.8M | +914% | 30k | 93.76 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $2.8M | -2% | 8.7k | 322.22 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.7 | $2.8M | 60k | 46.59 |
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| Korn Ferry Com New (KFY) | 0.7 | $2.7M | 42k | 66.02 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $2.4M | 25k | 96.03 |
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| Visa Com Cl A (V) | 0.6 | $2.3M | -2% | 6.5k | 350.73 |
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| Home Depot (HD) | 0.6 | $2.2M | 6.5k | 344.09 |
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| Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI) | 0.6 | $2.2M | 40k | 55.57 |
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| Eli Lilly & Co. (LLY) | 0.6 | $2.2M | 2.1k | 1074.85 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.5 | $2.2M | 80k | 27.21 |
|
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.5 | $2.2M | +2% | 66k | 32.62 |
|
| Procter & Gamble Company (PG) | 0.5 | $2.1M | 15k | 143.31 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.5 | $2.1M | 42k | 50.32 |
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| Johnson & Johnson (JNJ) | 0.5 | $2.1M | 10k | 206.95 |
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| Intuitive Surgical Com New (ISRG) | 0.5 | $2.0M | -6% | 3.6k | 566.36 |
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| Walt Disney Company (DIS) | 0.5 | $2.0M | -5% | 18k | 113.77 |
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| Tesla Motors (TSLA) | 0.5 | $2.0M | +7% | 4.4k | 449.71 |
|
| Astrana Health Com New (ASTH) | 0.5 | $2.0M | -5% | 79k | 24.81 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $2.0M | -24% | 7.9k | 246.16 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $1.8M | 15k | 123.26 |
|
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| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $1.8M | 4.8k | 373.42 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $1.8M | 3.6k | 487.80 |
|
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| Qualcomm (QCOM) | 0.4 | $1.7M | 10k | 171.05 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.4 | $1.7M | 38k | 45.21 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $1.7M | 14k | 120.34 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.4 | $1.7M | -4% | 24k | 69.67 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $1.6M | 11k | 148.68 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $1.5M | +2% | 3.2k | 473.26 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $1.5M | 2.00 | 754800.00 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $1.5M | 60k | 24.04 |
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| RadNet (RDNT) | 0.4 | $1.4M | 20k | 71.35 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $1.4M | 6.5k | 212.06 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.3 | $1.3M | +99% | 9.2k | 143.97 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $1.3M | +38% | 15k | 89.46 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.3 | $1.3M | 40k | 31.51 |
|
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $1.3M | 45k | 28.48 |
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| Bank of America Corporation (BAC) | 0.3 | $1.2M | 22k | 55.00 |
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| Amgen (AMGN) | 0.3 | $1.2M | 3.7k | 327.31 |
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| Spdr Series Trust State Street Spd (SDY) | 0.3 | $1.2M | -2% | 8.6k | 139.17 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.3 | $1.2M | 36k | 32.73 |
|
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| Abbvie (ABBV) | 0.3 | $1.1M | 5.0k | 228.49 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $1.1M | -20% | 18k | 62.47 |
|
| Williams-Sonoma (WSM) | 0.3 | $1.1M | 6.3k | 178.58 |
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| Caterpillar (CAT) | 0.3 | $1.1M | 1.8k | 572.97 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $1.0M | 13k | 79.73 |
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| Ishares Tr Core 60/40 Balan (AOR) | 0.3 | $1.0M | +6% | 16k | 65.01 |
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| Ionis Pharmaceuticals (IONS) | 0.3 | $1.0M | 13k | 79.11 |
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| Phillips 66 (PSX) | 0.3 | $1.0M | 7.9k | 129.03 |
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| Vanguard World Inf Tech Etf (VGT) | 0.3 | $1.0M | +58% | 1.4k | 753.88 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $973k | 4.4k | 219.77 |
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| Ishares Tr Low Carbon Optim (CRBN) | 0.2 | $970k | +3% | 4.2k | 230.53 |
|
| Proshares Tr Ultrpro S&p500 (UPRO) | 0.2 | $970k | 8.4k | 115.76 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $936k | -7% | 12k | 77.53 |
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| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.2 | $936k | 26k | 36.06 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $901k | 28k | 32.75 |
|
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| Coca-Cola Company (KO) | 0.2 | $873k | 13k | 69.91 |
|
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| Sempra Energy (SRE) | 0.2 | $871k | 9.9k | 88.29 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $866k | +5% | 5.4k | 160.97 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $861k | 33k | 26.23 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $838k | 5.4k | 154.13 |
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| Honeywell International (HON) | 0.2 | $809k | -2% | 4.1k | 195.11 |
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| American Express Company (AXP) | 0.2 | $808k | +4% | 2.2k | 369.96 |
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| Mesabi Tr Ctf Ben Int (MSB) | 0.2 | $803k | 21k | 38.51 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $803k | 3.1k | 257.99 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $803k | 12k | 66.00 |
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| Ge Aerospace Com New (GE) | 0.2 | $799k | 2.6k | 308.08 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $778k | 1.4k | 571.06 |
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| Ishares Silver Tr Ishares (SLV) | 0.2 | $758k | -6% | 12k | 64.42 |
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| Fair Isaac Corporation (FICO) | 0.2 | $754k | -43% | 446.00 | 1690.62 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $740k | 1.8k | 412.77 |
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| Celestica (CLS) | 0.2 | $739k | +13% | 2.5k | 295.61 |
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| Apollo Global Mgmt (APO) | 0.2 | $724k | 5.0k | 144.76 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $723k | +66% | 1.2k | 579.52 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $713k | 3.4k | 210.35 |
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| Grail (GRAL) | 0.2 | $709k | 8.3k | 85.59 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $701k | 13k | 53.76 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $700k | 3.7k | 191.00 |
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| Rush Street Interactive (RSI) | 0.2 | $682k | 35k | 19.43 |
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| Vanguard World Health Car Etf (VHT) | 0.2 | $677k | 2.4k | 287.85 |
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| Cyberark Software SHS (CYBR) | 0.2 | $669k | 1.5k | 446.06 |
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| McDonald's Corporation (MCD) | 0.2 | $664k | 2.2k | 305.70 |
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| ConocoPhillips (COP) | 0.2 | $663k | 7.1k | 93.61 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.2 | $662k | +21% | 9.7k | 68.36 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $661k | +2% | 2.2k | 303.85 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $607k | 1.3k | 483.66 |
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| Boeing Company (BA) | 0.1 | $593k | -4% | 2.7k | 217.11 |
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| Lowe's Companies (LOW) | 0.1 | $585k | 2.4k | 241.13 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $582k | -2% | 11k | 54.71 |
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| Reddit Cl A (RDDT) | 0.1 | $578k | 2.5k | 229.87 |
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| Pepsi (PEP) | 0.1 | $576k | 4.0k | 143.53 |
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| Chevron Corporation (CVX) | 0.1 | $566k | 3.7k | 152.41 |
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| Philip Morris International (PM) | 0.1 | $562k | -3% | 3.5k | 160.40 |
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| Bristol Myers Squibb (BMY) | 0.1 | $559k | 10k | 53.94 |
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| Abbott Laboratories (ABT) | 0.1 | $557k | -8% | 4.4k | 125.29 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $549k | 5.7k | 96.27 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $541k | -3% | 7.4k | 73.56 |
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| Nextera Energy (NEE) | 0.1 | $535k | 6.7k | 80.28 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $530k | 3.1k | 171.17 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $529k | -2% | 1.3k | 396.31 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $529k | 8.9k | 59.54 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $524k | 1.8k | 290.19 |
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| Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) | 0.1 | $519k | 20k | 25.81 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $502k | +35% | 7.5k | 67.22 |
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| At&t (T) | 0.1 | $485k | 20k | 24.84 |
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| Ssga Active Etf Tr State Street Dou (TOTL) | 0.1 | $485k | 12k | 40.25 |
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| Merck & Co (MRK) | 0.1 | $481k | 4.6k | 105.26 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $481k | 4.1k | 117.22 |
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| Nucor Corporation (NUE) | 0.1 | $478k | 2.9k | 163.11 |
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| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN) | 0.1 | $477k | 11k | 42.19 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $474k | -2% | 5.1k | 93.08 |
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| Trust For Professional Man Crossingbrdg Pre (SPC) | 0.1 | $474k | -67% | 25k | 19.01 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $473k | -35% | 5.0k | 93.89 |
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| Carvana Cl A (CVNA) | 0.1 | $471k | +31% | 1.1k | 422.02 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $465k | 4.7k | 99.91 |
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| Altria (MO) | 0.1 | $462k | -34% | 8.0k | 57.66 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $461k | 5.4k | 84.64 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $460k | -2% | 4.6k | 100.39 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $452k | 2.7k | 167.96 |
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| Union Pacific Corporation (UNP) | 0.1 | $441k | 1.9k | 231.29 |
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| Garmin SHS (GRMN) | 0.1 | $439k | +39% | 2.2k | 202.85 |
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| Advanced Micro Devices (AMD) | 0.1 | $438k | +28% | 2.0k | 214.12 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $434k | 25k | 17.67 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $433k | -7% | 2.4k | 177.75 |
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| MercadoLibre (MELI) | 0.1 | $431k | +105% | 214.00 | 2014.26 |
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| Deere & Company (DE) | 0.1 | $425k | -3% | 913.00 | 465.57 |
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| United Rentals (URI) | 0.1 | $423k | 523.00 | 809.55 |
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| CSX Corporation (CSX) | 0.1 | $413k | 11k | 36.25 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $410k | 2.9k | 143.50 |
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| Goldman Sachs (GS) | 0.1 | $406k | 462.00 | 879.03 |
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| Alnylam Pharmaceuticals (ALNY) | 0.1 | $398k | 1.0k | 397.65 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $397k | 13k | 29.89 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 0.1 | $396k | NEW | 3.6k | 110.15 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $393k | 13k | 29.61 |
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| Cisco Systems (CSCO) | 0.1 | $392k | +4% | 5.1k | 77.04 |
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| Intel Corporation (INTC) | 0.1 | $383k | +3% | 10k | 36.90 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $381k | +105% | 7.2k | 52.72 |
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| Ishares Tr Us Oil Gs Ex Etf (IEO) | 0.1 | $377k | -49% | 4.2k | 89.26 |
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| Booking Holdings (BKNG) | 0.1 | $375k | 70.00 | 5356.03 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $374k | -24% | 22k | 16.74 |
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| Edison International (EIX) | 0.1 | $371k | +5% | 6.2k | 60.02 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $362k | 2.5k | 143.33 |
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| Coinbase Global Com Cl A (COIN) | 0.1 | $361k | -15% | 1.6k | 226.14 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $360k | +60% | 2.0k | 183.36 |
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| Neonc Technologies Hldgs (NTHI) | 0.1 | $358k | +7% | 43k | 8.27 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $356k | 3.2k | 109.91 |
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| Eaton Corp SHS (ETN) | 0.1 | $356k | 1.1k | 318.51 |
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| Gilead Sciences (GILD) | 0.1 | $348k | -8% | 2.8k | 122.76 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $344k | 3.4k | 99.88 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $338k | 4.6k | 74.17 |
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| Ishares Tr Core 40/60 Moder (AOM) | 0.1 | $338k | +2% | 7.1k | 47.73 |
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| Golar Lng SHS (GLNG) | 0.1 | $338k | 9.1k | 37.21 |
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| PNC Financial Services (PNC) | 0.1 | $336k | 1.6k | 208.75 |
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| Blackrock (BLK) | 0.1 | $336k | +3% | 314.00 | 1070.55 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $336k | 314.00 | 1069.86 |
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| salesforce (CRM) | 0.1 | $328k | +3% | 1.2k | 264.97 |
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| Fidelity Covington Trust Enhanced Intl (FENI) | 0.1 | $325k | 8.9k | 36.58 |
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| Waste Management (WM) | 0.1 | $322k | 1.5k | 219.77 |
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| Morgan Stanley Com New (MS) | 0.1 | $316k | +6% | 1.8k | 177.54 |
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| Starbucks Corporation (SBUX) | 0.1 | $314k | -6% | 3.7k | 84.21 |
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| Cadence Design Systems (CDNS) | 0.1 | $313k | -9% | 1.0k | 312.58 |
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| Rexford Industrial Realty Inc reit (REXR) | 0.1 | $309k | 8.0k | 38.72 |
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| Shell Spon Ads (SHEL) | 0.1 | $309k | 4.2k | 73.48 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $309k | 1.5k | 209.12 |
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| New York Times Cl A (NYT) | 0.1 | $306k | 4.4k | 69.42 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $305k | 1.1k | 268.30 |
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| Verizon Communications (VZ) | 0.1 | $292k | +12% | 7.2k | 40.73 |
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| Nike CL B (NKE) | 0.1 | $292k | -9% | 4.6k | 63.71 |
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| Paychex (PAYX) | 0.1 | $290k | 2.6k | 112.18 |
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| Spdr Series Trust State Street Spd (XNTK) | 0.1 | $287k | 1.0k | 277.88 |
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| Ralph Lauren Corp Cl A (RL) | 0.1 | $284k | 803.00 | 353.61 |
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| Sixth Street Specialty Lending (TSLX) | 0.1 | $283k | 13k | 21.72 |
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| Ge Vernova (GEV) | 0.1 | $281k | -26% | 429.00 | 653.89 |
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| CVS Caremark Corporation (CVS) | 0.1 | $277k | 3.5k | 79.37 |
|
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| Barrick Mng Corp Com Shs (B) | 0.1 | $276k | 6.3k | 43.55 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $274k | 585.00 | 468.77 |
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| Consolidated Edison (ED) | 0.1 | $274k | 2.8k | 99.32 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $274k | 5.5k | 49.90 |
|
|
| IDEXX Laboratories (IDXX) | 0.1 | $271k | 400.00 | 676.53 |
|
|
| Mattel (MAT) | 0.1 | $271k | 14k | 19.84 |
|
|
| 3M Company (MMM) | 0.1 | $270k | 1.7k | 160.13 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $269k | 2.8k | 96.88 |
|
|
| TJX Companies (TJX) | 0.1 | $267k | 1.7k | 153.57 |
|
|
| Spdr Series Trust State Street Spd (CWB) | 0.1 | $263k | 3.0k | 89.20 |
|
|
| Tencent Music Entmt Group Spon Ads (TME) | 0.1 | $263k | 15k | 17.53 |
|
|
| Flexshares Tr Qualt Divd Idx (QDF) | 0.1 | $260k | 3.2k | 80.81 |
|
|
| Pfizer (PFE) | 0.1 | $259k | +17% | 10k | 24.90 |
|
| Direxion Shs Etf Tr Dly Tech Bull 3x (TECL) | 0.1 | $258k | NEW | 2.2k | 117.51 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $255k | +100% | 5.7k | 44.71 |
|
| Travelers Companies (TRV) | 0.1 | $252k | NEW | 868.00 | 289.97 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $251k | 2.8k | 88.48 |
|
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $247k | 1.7k | 141.48 |
|
|
| Danaher Corporation (DHR) | 0.1 | $246k | 1.1k | 228.92 |
|
|
| Starwood Property Trust (STWD) | 0.1 | $246k | 14k | 18.01 |
|
|
| Intercontinental Exchange (ICE) | 0.1 | $245k | +3% | 1.5k | 161.96 |
|
| Bridgebio Pharma (BBIO) | 0.1 | $241k | NEW | 3.2k | 76.49 |
|
| Ishares Tr Esg Aware 80/20 (EAOA) | 0.1 | $237k | 5.7k | 41.38 |
|
|
| Stryker Corporation (SYK) | 0.1 | $237k | -3% | 675.00 | 351.47 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $235k | -11% | 4.7k | 49.65 |
|
| Principal Financial (PFG) | 0.1 | $234k | 2.6k | 88.21 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $231k | 2.4k | 96.28 |
|
|
| Servicenow (NOW) | 0.1 | $228k | +361% | 1.5k | 153.19 |
|
| Intuit (INTU) | 0.1 | $227k | 343.00 | 662.42 |
|
|
| Allstate Corporation (ALL) | 0.1 | $220k | 1.1k | 208.06 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $217k | 1.0k | 211.84 |
|
|
| Linde SHS (LIN) | 0.1 | $213k | NEW | 500.00 | 426.56 |
|
| Ishares Tr Esg Aware 60/40 (EAOR) | 0.1 | $213k | +3% | 6.0k | 35.34 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $212k | -15% | 2.2k | 95.35 |
|
| Parsons Corporation (PSN) | 0.1 | $209k | 3.4k | 61.80 |
|
|
| UnitedHealth (UNH) | 0.1 | $205k | -39% | 621.00 | 330.19 |
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $194k | NEW | 12k | 16.43 |
|
| Goldman Sachs Bdc SHS (GSBD) | 0.0 | $137k | 15k | 9.28 |
|
|
| Starz Entmt Corp (STRZ) | 0.0 | $117k | 10k | 11.70 |
|
|
| Nano X Imaging Ord Shs (NNOX) | 0.0 | $68k | 24k | 2.80 |
|
|
| Western Asset Global High Income Fnd (EHI) | 0.0 | $64k | -23% | 10k | 6.41 |
|
| Patriot Natl Bancorp Com New (PNBK) | 0.0 | $36k | NEW | 20k | 1.82 |
|
| Opko Health (OPK) | 0.0 | $23k | +12% | 19k | 1.26 |
|
| Fate Therapeutics (FATE) | 0.0 | $9.9k | 10k | 0.98 |
|
Past Filings by Westmount Partners
SEC 13F filings are viewable for Westmount Partners going back to 2024
- Westmount Partners 2025 Q4 filed Jan. 15, 2026
- 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