Westmount Partners

Westmount Partners as of Sept. 30, 2025

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