Westmount Partners

Westmount Partners as of Dec. 31, 2025

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