Westmount Partners
Latest statistics and disclosures from Westmount Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, AVGO, VOO, MSFT, and represent 27.02% of Westmount Partners's stock portfolio.
- Added to shares of these 10 stocks: AAPL, VUG, IDMO, VOO, VO, IWF, ABNB, VGT, SPY, NVDA.
- Started 24 new stock positions in ARTY, DGRO, IDMO, WDC, MFC, BLND, FTNT, STX, ANET, SPYM. ABNB, RSP, ACWI, UNH, SMH, VOOG, AMG, ALLO, SCHD, NBIS, TECL, MU, SOXL, IDEV.
- Reduced shares in these 10 stocks: IWM (-$26M), Masimo Corporation, XSHQ, ILMN, ABBV, INTC, QQQ, Honeywell International, CACI, SNDK.
- Sold out of its positions in ADBE, CAH, CRBU, CRWD, CMI, DIHP, DFIC, Honeywell International, ICE, XSHQ.
- Westmount Partners was a net seller of stock by $-21M.
- Westmount Partners has $457M in assets under management (AUM), dropping by 6.93%.
- Central Index Key (CIK): 0002051491
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Portfolio Holdings for Westmount Partners
Westmount Partners holds 260 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 11.7 | $54M | +7% | 185k | 289.36 |
|
| NVIDIA Corporation (NVDA) | 4.1 | $19M | +5% | 95k | 200.09 |
|
| Broadcom (AVGO) | 4.0 | $18M | 49k | 377.75 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.0 | $18M | +10% | 27k | 686.82 |
|
| Microsoft Corporation (MSFT) | 3.2 | $14M | 39k | 373.02 |
|
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| Amazon (AMZN) | 2.6 | $12M | +2% | 49k | 238.34 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.4 | $11M | +10% | 15k | 746.77 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $11M | -6% | 31k | 357.37 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 2.0 | $9.3M | +5% | 59k | 156.95 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.0 | $9.1M | +3% | 12k | 748.91 |
|
| Caci Intl Cl A (CACI) | 2.0 | $9.0M | -8% | 20k | 463.26 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $8.6M | -6% | 17k | 500.39 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.7 | $7.7M | +2% | 21k | 370.05 |
|
| Wal-Mart Stores (WMT) | 1.4 | $6.5M | 57k | 113.26 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $6.0M | -13% | 8.1k | 736.42 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $5.8M | +2% | 17k | 353.32 |
|
| International Business Machines (IBM) | 1.2 | $5.5M | 20k | 281.21 |
|
|
| Marvell Technology (MRVL) | 0.9 | $4.1M | +3% | 14k | 297.88 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.9 | $4.0M | +3% | 27k | 148.31 |
|
| Illumina (ILMN) | 0.9 | $4.0M | -35% | 23k | 175.83 |
|
| Ishares Tr Core 80 20 Etf (AOA) | 0.8 | $3.7M | +2% | 38k | 97.60 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.8 | $3.7M | +416% | 43k | 86.14 |
|
| Astrana Health Com New (ASTH) | 0.8 | $3.6M | 78k | 46.41 |
|
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| Costco Wholesale Corporation (COST) | 0.8 | $3.4M | 3.7k | 935.47 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.7 | $3.3M | 60k | 55.01 |
|
|
| Meta Platforms Cl A (META) | 0.7 | $3.3M | +7% | 5.8k | 563.28 |
|
| Tesla Motors (TSLA) | 0.7 | $3.3M | +8% | 7.7k | 420.59 |
|
| Bank of Marin Ban (BMRC) | 0.7 | $3.2M | 116k | 27.70 |
|
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.7 | $3.1M | 105k | 29.43 |
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| Intel Corporation (INTC) | 0.7 | $3.1M | -24% | 22k | 139.63 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $3.0M | 9.2k | 327.34 |
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| Oracle Corporation (ORCL) | 0.6 | $2.9M | 20k | 146.55 |
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| Eli Lilly & Co. (LLY) | 0.6 | $2.9M | +3% | 2.4k | 1199.54 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.6 | $2.8M | 28k | 100.28 |
|
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| Korn Ferry Com New (KFY) | 0.6 | $2.8M | 42k | 66.58 |
|
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.6 | $2.7M | 12k | 227.06 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $2.6M | 25k | 103.88 |
|
|
| Wells Fargo & Company (WFC) | 0.6 | $2.6M | 31k | 82.64 |
|
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.5 | $2.5M | 80k | 31.10 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $2.5M | -91% | 8.2k | 300.43 |
|
| Johnson & Johnson (JNJ) | 0.5 | $2.5M | -13% | 9.7k | 253.96 |
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| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 0.5 | $2.4M | NEW | 40k | 60.29 |
|
| Home Depot (HD) | 0.5 | $2.3M | 6.5k | 352.68 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $2.3M | 17k | 137.53 |
|
|
| Procter & Gamble Company (PG) | 0.5 | $2.3M | -10% | 16k | 146.64 |
|
| Visa Com Cl A (V) | 0.5 | $2.2M | 6.5k | 343.09 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.5 | $2.2M | -2% | 64k | 33.84 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.5 | $2.1M | 42k | 50.35 |
|
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| Exxon Mobil Corporation (XOM) | 0.5 | $2.1M | -15% | 16k | 136.72 |
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| Netflix (NFLX) | 0.5 | $2.1M | -3% | 29k | 71.40 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.4 | $2.0M | 38k | 52.76 |
|
|
| Caterpillar (CAT) | 0.4 | $2.0M | 1.9k | 1065.11 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $2.0M | 4.8k | 409.48 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $1.9M | +47% | 27k | 71.25 |
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| Qualcomm (QCOM) | 0.4 | $1.9M | 11k | 184.79 |
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| Walt Disney Company (DIS) | 0.4 | $1.9M | +13% | 20k | 96.25 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $1.9M | +3% | 11k | 164.27 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.4 | $1.8M | 9.2k | 190.52 |
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| Palo Alto Networks (PANW) | 0.4 | $1.7M | +10% | 5.1k | 341.02 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $1.7M | 61k | 27.70 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.4 | $1.7M | -13% | 21k | 82.34 |
|
| Ishares Tr Core 60 Bala Etf (AOR) | 0.4 | $1.7M | +40% | 24k | 69.50 |
|
| Lam Research Corp Com New (LRCX) | 0.4 | $1.6M | +20% | 3.8k | 433.37 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $1.6M | 44k | 36.13 |
|
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $1.6M | +303% | 13k | 124.17 |
|
| Williams-Sonoma (WSM) | 0.3 | $1.5M | 6.6k | 233.09 |
|
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.3 | $1.5M | 40k | 38.06 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $1.5M | 2.00 | 748850.00 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $1.5M | +6% | 3.8k | 397.68 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $1.5M | 15k | 96.58 |
|
|
| Abbvie (ABBV) | 0.3 | $1.4M | -52% | 5.7k | 251.64 |
|
| Advanced Micro Devices (AMD) | 0.3 | $1.4M | +36% | 2.5k | 580.86 |
|
| Ge Aerospace Com New (GE) | 0.3 | $1.4M | -18% | 3.8k | 373.71 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $1.4M | +850% | 17k | 80.57 |
|
| Amgen (AMGN) | 0.3 | $1.4M | 3.7k | 362.15 |
|
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| Phillips 66 (PSX) | 0.3 | $1.4M | 8.0k | 169.05 |
|
|
| Proshares Tr Ultrpro S&p500 (UPRO) | 0.3 | $1.3M | +10% | 9.4k | 141.79 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.3 | $1.3M | -2% | 35k | 36.84 |
|
| Spdr Series Trust St Str Sp Div (SDY) | 0.3 | $1.3M | 8.5k | 152.19 |
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| RadNet (RDNT) | 0.3 | $1.2M | 20k | 61.67 |
|
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| Vanguard World Inf Tech Etf (VGT) | 0.3 | $1.2M | +579% | 10k | 119.52 |
|
| Bank of America Corporation (BAC) | 0.3 | $1.2M | +5% | 21k | 56.98 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $1.1M | 4.5k | 252.23 |
|
|
| Ge Vernova (GEV) | 0.2 | $1.1M | +26% | 951.00 | 1175.32 |
|
| Airbnb Com Cl A (ABNB) | 0.2 | $1.1M | NEW | 7.7k | 143.09 |
|
| Coca-Cola Company (KO) | 0.2 | $1.1M | +7% | 13k | 81.27 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $1.1M | 14k | 79.03 |
|
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $1.1M | +2% | 13k | 82.27 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.1M | +34% | 18k | 59.69 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $1.1M | -11% | 2.2k | 477.50 |
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| Rush Street Interactive (RSI) | 0.2 | $1.0M | 35k | 29.74 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $1.0M | -2% | 36k | 28.96 |
|
| Schwab Strategic Tr Fund Em Equi Etf (FNDE) | 0.2 | $1.0M | 26k | 39.68 |
|
|
| Ishares Tr Low Ca Op Ms Etf (CRBN) | 0.2 | $1.0M | 4.1k | 252.96 |
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| Ionis Pharmaceuticals (IONS) | 0.2 | $1.0M | 13k | 79.29 |
|
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.0M | 4.3k | 236.61 |
|
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| Goldman Sachs (GS) | 0.2 | $1.0M | +7% | 992.00 | 1011.43 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $997k | 28k | 36.26 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $937k | +48% | 11k | 82.84 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $923k | +3% | 12k | 77.11 |
|
| Neonc Technologies Hldgs (NTHI) | 0.2 | $893k | +355% | 197k | 4.53 |
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| Sempra Energy (SRE) | 0.2 | $876k | 9.4k | 92.71 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $860k | 2.8k | 303.11 |
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| Cisco Systems (CSCO) | 0.2 | $845k | 7.2k | 117.47 |
|
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.2 | $815k | 12k | 69.90 |
|
|
| Boeing Company (BA) | 0.2 | $815k | -44% | 3.8k | 216.47 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $798k | 3.7k | 217.93 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $791k | -3% | 3.3k | 242.46 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $783k | +398% | 8.9k | 87.91 |
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| Union Pacific Corporation (UNP) | 0.2 | $766k | +21% | 2.8k | 272.01 |
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| Nextera Energy (NEE) | 0.2 | $758k | +16% | 8.6k | 87.77 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $751k | -43% | 11k | 68.41 |
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| Micron Technology (MU) | 0.2 | $747k | NEW | 647.00 | 1154.82 |
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| ConocoPhillips (COP) | 0.2 | $737k | 7.1k | 103.97 |
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| American Express Company (AXP) | 0.2 | $732k | -39% | 2.2k | 338.32 |
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| Celestica (CLS) | 0.2 | $703k | +28% | 1.9k | 364.80 |
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| Vanguard World Health Car Etf (VHT) | 0.2 | $703k | 2.4k | 299.01 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $690k | 1.3k | 513.70 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $663k | +9% | 5.8k | 114.18 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $654k | 1.3k | 509.54 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $644k | 5.5k | 117.67 |
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| Merck & Co (MRK) | 0.1 | $644k | +2% | 5.0k | 128.49 |
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| Philip Morris International (PM) | 0.1 | $638k | 3.5k | 180.94 |
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| Pepsi (PEP) | 0.1 | $636k | 4.7k | 135.41 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $633k | 318.00 | 1989.44 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $622k | +11% | 7.7k | 81.00 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $616k | 7.4k | 83.75 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $614k | 5.6k | 110.32 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $608k | NEW | 6.8k | 89.01 |
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| McDonald's Corporation (MCD) | 0.1 | $607k | 2.2k | 270.34 |
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| Deere & Company (DE) | 0.1 | $604k | +3% | 953.00 | 634.18 |
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| Chevron Corporation (CVX) | 0.1 | $604k | 3.6k | 165.77 |
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| United Rentals (URI) | 0.1 | $597k | 527.00 | 1133.27 |
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| Sandisk Corp (SNDK) | 0.1 | $594k | -56% | 261.00 | 2275.69 |
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| Apollo Global Mgmt (APO) | 0.1 | $592k | 5.0k | 118.31 |
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| Bristol Myers Squibb (BMY) | 0.1 | $587k | 10k | 57.62 |
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| Applied Materials (AMAT) | 0.1 | $583k | +21% | 806.00 | 723.00 |
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| Altria (MO) | 0.1 | $582k | 8.1k | 71.95 |
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| Grail (GRAL) | 0.1 | $568k | 8.3k | 68.27 |
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| Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) | 0.1 | $561k | 20k | 27.88 |
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| CSX Corporation (CSX) | 0.1 | $554k | +2% | 12k | 47.53 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $540k | 1.1k | 501.43 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $538k | NEW | 7.1k | 75.79 |
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| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.1 | $536k | 6.5k | 81.95 |
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| Fair Isaac Corporation (FICO) | 0.1 | $533k | 446.00 | 1194.78 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $531k | +2% | 5.6k | 95.45 |
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| Lowe's Companies (LOW) | 0.1 | $527k | 2.4k | 220.49 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $525k | +2% | 4.1k | 126.58 |
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| Garmin SHS (GRMN) | 0.1 | $524k | 2.2k | 237.54 |
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| Eaton Corp SHS (ETN) | 0.1 | $517k | +4% | 1.2k | 426.12 |
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| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN) | 0.1 | $508k | 11k | 44.98 |
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| Direxion Shares Etf Trust Da Te Bu 3x Etf (TECL) | 0.1 | $508k | NEW | 2.2k | 230.74 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $507k | 5.0k | 102.25 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $507k | 2.7k | 188.08 |
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| Nucor Corporation (NUE) | 0.1 | $495k | -24% | 2.2k | 222.75 |
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| Ssga Active Etf Tr St Str Total Etf (TOTL) | 0.1 | $495k | -2% | 13k | 39.47 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $493k | 1.3k | 368.38 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $487k | 5.3k | 92.21 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $487k | +34% | 2.6k | 189.74 |
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| Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ) | 0.1 | $472k | -2% | 8.0k | 59.31 |
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| Ishares Tr Us Oil Gs Ex Etf (IEO) | 0.1 | $468k | 4.3k | 109.83 |
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| Morgan Stanley Com New (MS) | 0.1 | $466k | +27% | 2.2k | 209.03 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $462k | 13k | 34.81 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $456k | 2.9k | 158.01 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $456k | NEW | 2.1k | 212.74 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $452k | +3% | 4.9k | 92.26 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $447k | 8.3k | 54.02 |
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| Edison International (EIX) | 0.1 | $444k | -3% | 6.0k | 74.44 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $442k | NEW | 674.00 | 656.28 |
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| Allstate Corporation (ALL) | 0.1 | $433k | +72% | 1.8k | 237.95 |
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| Abbott Laboratories (ABT) | 0.1 | $430k | +6% | 4.7k | 90.74 |
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| Mesabi Tr Ctf Ben Int (MSB) | 0.1 | $427k | 17k | 25.30 |
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| Direxion Shares Etf Trust Dai Sem Bul Etf (SOXL) | 0.1 | $413k | NEW | 1.6k | 266.71 |
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| Corning Incorporated (GLW) | 0.1 | $407k | -13% | 1.6k | 255.48 |
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| Starbucks Corporation (SBUX) | 0.1 | $407k | 4.0k | 102.19 |
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| Spdr Series Trust St Str Nyse Tech (XNTK) | 0.1 | $404k | 1.0k | 390.65 |
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| Ishares Tr Core 40 Mode Etf (AOM) | 0.1 | $403k | 8.1k | 49.89 |
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| Golar Lng SHS (GLNG) | 0.1 | $402k | -11% | 8.1k | 49.84 |
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| Comfort Systems USA (FIX) | 0.1 | $397k | 200.00 | 1986.28 |
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| At&t (T) | 0.1 | $390k | -3% | 19k | 20.70 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $390k | 2.5k | 154.29 |
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| Ishares Tr Futu Ai Tech Etf (ARTY) | 0.1 | $379k | NEW | 5.0k | 76.17 |
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| Cadence Design Systems (CDNS) | 0.1 | $375k | 1.0k | 375.32 |
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| V.F. Corporation (VFC) | 0.1 | $375k | 23k | 16.68 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $371k | +12% | 1.2k | 298.05 |
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| Carvana Cl A (CVNA) | 0.1 | $367k | +405% | 5.6k | 65.82 |
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| PNC Financial Services (PNC) | 0.1 | $366k | -5% | 1.5k | 246.28 |
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| Gilead Sciences (GILD) | 0.1 | $365k | 2.9k | 126.32 |
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| CVS Caremark Corporation (CVS) | 0.1 | $364k | 3.5k | 103.46 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $363k | 1.5k | 246.21 |
|
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| Fidelity Covington Trust Enhanced Intl (FENI) | 0.1 | $363k | 9.0k | 40.13 |
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| Fortinet (FTNT) | 0.1 | $357k | NEW | 2.3k | 153.62 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $357k | NEW | 369.00 | 966.20 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $355k | 3.2k | 109.43 |
|
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $353k | 7.8k | 45.52 |
|
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| Waste Management (WM) | 0.1 | $351k | +7% | 1.6k | 222.92 |
|
| Nebius Group Shs Class A (NBIS) | 0.1 | $345k | NEW | 1.2k | 276.17 |
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| Travelers Companies (TRV) | 0.1 | $341k | +18% | 1.0k | 330.17 |
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| Trust For Professional Man Cross Brg Ultrst (CUSD) | 0.1 | $338k | -2% | 17k | 19.41 |
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| Western Digital (WDC) | 0.1 | $329k | NEW | 515.00 | 638.78 |
|
| Shell Spon Ads (SHEL) | 0.1 | $327k | 4.2k | 77.55 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $326k | 2.8k | 117.50 |
|
|
| Ralph Lauren Corp Cl A (RL) | 0.1 | $323k | 804.00 | 401.41 |
|
|
| Spdr Series Trust St Str Conv Etf (CWB) | 0.1 | $319k | 3.0k | 107.83 |
|
|
| Verizon Communications (VZ) | 0.1 | $317k | 7.5k | 42.34 |
|
|
| Sofi Technologies (SOFI) | 0.1 | $315k | -5% | 18k | 17.93 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $310k | -5% | 12k | 26.52 |
|
| New York Times Co Mtn Be Cl A (NYT) | 0.1 | $309k | 4.4k | 69.98 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $308k | -5% | 13k | 24.55 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.1 | $306k | 5.8k | 53.11 |
|
|
| Consolidated Edison (ED) | 0.1 | $305k | 2.8k | 110.63 |
|
|
| Booking Holdings (BKNG) | 0.1 | $304k | +2372% | 1.7k | 178.24 |
|
| Stryker Corporation (SYK) | 0.1 | $303k | +20% | 964.00 | 314.75 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.1 | $301k | 1.0k | 301.03 |
|
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $299k | 22k | 13.36 |
|
|
| UnitedHealth (UNH) | 0.1 | $299k | NEW | 718.00 | 415.77 |
|
| Flexshares Tr Qualt Divd Idx (QDF) | 0.1 | $289k | 3.2k | 89.92 |
|
|
| Starz Entmt Corp (STRZ) | 0.1 | $289k | 10k | 28.86 |
|
|
| Principal Financial (PFG) | 0.1 | $285k | 2.6k | 107.78 |
|
|
| Inmode SHS (INMD) | 0.1 | $285k | 20k | 14.62 |
|
|
| TJX Companies (TJX) | 0.1 | $280k | +6% | 1.8k | 151.46 |
|
| 3M Company (MMM) | 0.1 | $276k | +2% | 1.7k | 161.88 |
|
| Linde SHS (LIN) | 0.1 | $275k | +6% | 530.00 | 519.14 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $275k | 2.9k | 96.42 |
|
|
| Ishares Tr Esg Aware 80/20 (EAOA) | 0.1 | $270k | 6.0k | 45.42 |
|
|
| Rexford Industrial Realty Inc reit (REXR) | 0.1 | $268k | 8.0k | 33.50 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $261k | +2% | 2.2k | 116.67 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $256k | NEW | 8.1k | 31.71 |
|
| Pfizer (PFE) | 0.1 | $255k | -15% | 11k | 24.08 |
|
| Citigroup Com New (C) | 0.1 | $249k | -35% | 1.8k | 139.97 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $249k | 1.0k | 242.91 |
|
|
| Paychex (PAYX) | 0.1 | $247k | 2.5k | 98.33 |
|
|
| Novartis Sponsored Adr (NVS) | 0.1 | $243k | +3% | 1.5k | 156.70 |
|
| Blackrock (BLK) | 0.1 | $242k | -23% | 252.00 | 961.80 |
|
| Ishares Tr Esg Aware 60/40 (EAOR) | 0.1 | $242k | +5% | 6.4k | 37.91 |
|
| Barrick Mng Corp Com Shs (B) | 0.1 | $233k | 6.3k | 36.73 |
|
|
| Bridgebio Pharma (BBIO) | 0.1 | $232k | -2% | 3.1k | 74.48 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $232k | 2.4k | 96.43 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.1 | $232k | -26% | 1.6k | 146.19 |
|
| Starwood Property Trust (STWD) | 0.1 | $231k | +2% | 14k | 16.38 |
|
| Kla Corp Com New (KLAC) | 0.1 | $230k | +200% | 762.00 | 301.82 |
|
| Sixth Street Specialty Lending (TSLX) | 0.0 | $224k | 13k | 17.17 |
|
|
| Affiliated Managers (AMG) | 0.0 | $224k | NEW | 661.00 | 338.41 |
|
| Manulife Finl Corp (MFC) | 0.0 | $219k | NEW | 5.4k | 40.51 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $216k | NEW | 2.6k | 82.61 |
|
| Reddit Cl A (RDDT) | 0.0 | $214k | -23% | 1.2k | 173.58 |
|
| Elbit Sys Ord (ESLT) | 0.0 | $212k | 280.00 | 758.72 |
|
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $211k | NEW | 1.3k | 156.94 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $211k | 400.00 | 526.44 |
|
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.0 | $202k | NEW | 2.3k | 87.89 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $201k | NEW | 1.2k | 169.88 |
|
| Mattel (MAT) | 0.0 | $189k | 14k | 13.88 |
|
|
| Goldman Sachs Bdc SHS (GSBD) | 0.0 | $140k | 15k | 9.48 |
|
|
| Patriot Natl Bancorp Com New (PNBK) | 0.0 | $96k | 100k | 0.96 |
|
|
| Blend Labs Cl A (BLND) | 0.0 | $77k | NEW | 45k | 1.71 |
|
| Allogene Therapeutics (ALLO) | 0.0 | $75k | NEW | 36k | 2.08 |
|
| Nano X Imaging Ord Shs (NNOX) | 0.0 | $28k | 24k | 1.16 |
|
|
| Opko Health (OPK) | 0.0 | $28k | 19k | 1.50 |
|
|
| Fate Therapeutics (FATE) | 0.0 | $27k | 10k | 2.70 |
|
|
| Fingermotion (FNGR) | 0.0 | $7.6k | 20k | 0.38 |
|
Past Filings by Westmount Partners
SEC 13F filings are viewable for Westmount Partners going back to 2024
- Westmount Partners 2026 Q2 filed July 7, 2026
- Westmount Partners 2026 Q1 filed April 16, 2026
- 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