Westmount Partners

Westmount Partners as of March 31, 2026

Portfolio Holdings for Westmount Partners

Westmount Partners holds 263 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 10.3 $44M 173k 253.79
Ishares Tr Russell 2000 Etf (IWM) 5.5 $23M 94k 248.00
NVIDIA Corporation (NVDA) 3.7 $16M 90k 174.40
Broadcom (AVGO) 3.5 $15M 48k 309.51
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.4 $14M 24k 597.56
Microsoft Corporation (MSFT) 3.3 $14M 38k 370.17
Caci Intl Cl A (CACI) 2.7 $12M 21k 543.87
Amazon (AMZN) 2.3 $10M 48k 208.27
Alphabet Cap Stk Cl A (GOOGL) 2.2 $9.4M 33k 287.56
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.1 $8.8M 18k 479.20
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.0 $8.7M 13k 650.36
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.8 $7.7M 56k 138.32
Ishares Tr Core S&p500 Etf (IVV) 1.8 $7.6M 12k 653.20
Wal-Mart Stores (WMT) 1.7 $7.1M 57k 124.28
Vanguard Index Fds Total Stk Mkt (VTI) 1.5 $6.5M 20k 320.82
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $5.4M 9.4k 577.18
International Business Machines (IBM) 1.1 $4.7M 19k 242.40
Alphabet Cap Stk Cl C (GOOG) 1.1 $4.6M 16k 286.85
Illumina (ILMN) 1.0 $4.3M 35k 123.26
Masimo Corporation (MASI) 1.0 $4.3M 24k 177.87
Vanguard Index Fds Growth Etf (VUG) 0.9 $3.6M 8.4k 436.79
Costco Wholesale Corporation (COST) 0.9 $3.6M 3.6k 996.30
Ishares Tr Core 80/20 Aggre (AOA) 0.8 $3.3M 37k 88.49
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $3.3M 26k 124.31
Exxon Mobil Corporation (XOM) 0.7 $3.1M 18k 169.66
Meta Platforms Cl A (META) 0.7 $3.1M 5.4k 572.17
Bank of Marin Ban (BMRC) 0.7 $3.0M 116k 25.63
Netflix (NFLX) 0.7 $2.9M 30k 96.15
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.7 $2.9M 60k 48.46
Oracle Corporation (ORCL) 0.7 $2.8M 19k 147.11
Johnson & Johnson (JNJ) 0.6 $2.8M 11k 244.44
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $2.7M 105k 25.64
JPMorgan Chase & Co. (JPM) 0.6 $2.7M 9.1k 294.17
Abbvie (ABBV) 0.6 $2.6M 12k 217.49
Tesla Motors (TSLA) 0.6 $2.6M 7.1k 371.74
Korn Ferry Com New (KFY) 0.6 $2.6M 42k 62.95
Procter & Gamble Company (PG) 0.6 $2.5M 17k 144.44
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $2.5M 12k 211.16
Wells Fargo & Company (WFC) 0.6 $2.4M 31k 79.61
Ishares Tr Msci Eafe Etf (EFA) 0.6 $2.4M 25k 97.13
Schwab Strategic Tr Fundamental Us L (FNDX) 0.5 $2.2M 80k 27.85
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ) 0.5 $2.2M 40k 54.84
Home Depot (HD) 0.5 $2.1M 6.5k 328.91
Eli Lilly & Co. (LLY) 0.5 $2.1M 2.3k 919.92
Wisdomtree Tr Floatng Rat Trea (USFR) 0.5 $2.1M 42k 50.34
Robinhood Mkts Com Cl A (HOOD) 0.5 $1.9M 28k 69.30
Visa Com Cl A (V) 0.5 $1.9M 6.4k 302.26
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $1.9M 66k 29.13
Astrana Health Com New (ASTH) 0.4 $1.9M 78k 24.52
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $1.9M 17k 113.11
Schwab Strategic Tr Fundamental Intl (FNDF) 0.4 $1.8M 38k 48.93
Ishares Tr Rus 1000 Etf (IWB) 0.4 $1.7M 4.8k 356.54
Walt Disney Company (DIS) 0.4 $1.7M 18k 96.38
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $1.7M 24k 71.13
Intuitive Surgical Com New (ISRG) 0.4 $1.6M 3.5k 460.99
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $1.6M 11k 142.43
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $1.5M 61k 24.75
Phillips 66 (PSX) 0.3 $1.4M 7.9k 182.18
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $1.4M 2.00 718140.00
Ishares Tr Core Msci Eafe (IEFA) 0.3 $1.4M 15k 90.53
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.4M 3.2k 426.37
Boeing Company (BA) 0.3 $1.4M 6.8k 199.03
Amgen (AMGN) 0.3 $1.3M 3.8k 351.82
Qualcomm (QCOM) 0.3 $1.3M 10k 128.78
Marvell Technology (MRVL) 0.3 $1.3M 13k 99.05
Ge Aerospace Com New (GE) 0.3 $1.3M 4.7k 283.76
Caterpillar (CAT) 0.3 $1.3M 1.9k 708.64
Schwab Strategic Tr Fundamental Us S (FNDA) 0.3 $1.3M 40k 32.43
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $1.3M 45k 29.08
Intel Corporation (INTC) 0.3 $1.3M 29k 44.13
Spdr Series Trust State Street Spd (SDY) 0.3 $1.3M 8.6k 145.94
Dimensional Etf Trust World Ex Us Core (DFAX) 0.3 $1.2M 36k 33.97
Select Sector Spdr Tr State Street Tec (XLK) 0.3 $1.2M 9.2k 132.90
Williams-Sonoma (WSM) 0.3 $1.2M 6.6k 182.33
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $1.2M 19k 64.08
RadNet (RDNT) 0.3 $1.1M 20k 55.89
Ishares Tr Core 60/40 Balan (AOR) 0.3 $1.1M 17k 64.35
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $1.1M 20k 56.79
American Express Company (AXP) 0.3 $1.1M 3.6k 302.49
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $1.1M 14k 79.27
Vanguard World Inf Tech Etf (VGT) 0.2 $1.0M 1.5k 697.85
Schwab Strategic Tr Fundamental Emer (FNDE) 0.2 $993k 26k 38.26
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $985k 13k 78.41
Ionis Pharmaceuticals (IONS) 0.2 $973k 13k 75.09
Bank of America Corporation (BAC) 0.2 $964k 20k 48.75
Honeywell International (HON) 0.2 $938k 4.2k 226.04
ConocoPhillips (COP) 0.2 $934k 7.1k 132.00
Coca-Cola Company (KO) 0.2 $934k 12k 76.05
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $928k 4.3k 215.07
Ishares Tr Low Carbon Optim (CRBN) 0.2 $920k 4.1k 222.81
Sempra Energy (SRE) 0.2 $918k 9.4k 97.17
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $917k 37k 25.10
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $906k 28k 32.95
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $838k 2.5k 337.91
Proshares Tr Ultrpro S&p500 (UPRO) 0.2 $823k 8.5k 96.98
Ishares Tr U.s. Tech Etf (IYW) 0.2 $822k 4.5k 181.42
Goldman Sachs (GS) 0.2 $780k 922.00 845.84
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $777k 12k 67.53
Lockheed Martin Corporation (LMT) 0.2 $771k 1.3k 604.42
Rush Street Interactive (RSI) 0.2 $763k 35k 21.75
Chevron Corporation (CVX) 0.2 $752k 3.6k 206.90
Vanguard Index Fds Small Cp Etf (VB) 0.2 $743k 2.8k 261.89
Palo Alto Networks (PANW) 0.2 $738k 4.6k 160.32
Pepsi (PEP) 0.2 $729k 4.7k 155.30
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $728k 12k 62.45
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $724k 3.4k 213.69
Vanguard Index Fds Value Etf (VTV) 0.2 $719k 3.7k 196.18
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $711k 13k 54.05
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $697k 8.4k 82.75
Nextera Energy (NEE) 0.2 $688k 7.4k 92.88
Vanguard Wellington Short Trm Tax Ex (VTES) 0.2 $687k 6.8k 101.14
McDonald's Corporation (MCD) 0.2 $685k 2.2k 310.79
Mastercard Incorporated Cl A (MA) 0.2 $676k 1.4k 499.82
Lam Research Corp Com New (LRCX) 0.2 $669k 3.1k 213.66
Vanguard World Mega Grwth Ind (MGK) 0.2 $656k 1.8k 367.44
Ge Vernova (GEV) 0.2 $655k 750.00 873.23
Crowdstrike Hldgs Cl A (CRWD) 0.2 $650k 1.7k 390.41
Vanguard World Health Car Etf (VHT) 0.1 $641k 2.4k 272.33
Bristol Myers Squibb (BMY) 0.1 $629k 10k 60.65
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $629k 5.3k 118.62
Blackstone Group Inc Com Cl A (BX) 0.1 $628k 5.5k 114.98
Dimensional Etf Trust Intl Core Equity (DFIC) 0.1 $595k 17k 35.53
J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.1 $592k 11k 53.77
Merck & Co (MRK) 0.1 $588k 4.9k 120.28
Philip Morris International (PM) 0.1 $581k 3.5k 165.34
Spdr Gold Tr Gold Shs (GLD) 0.1 $576k 1.3k 430.29
At&t (T) 0.1 $567k 20k 28.99
Lowe's Companies (LOW) 0.1 $565k 2.4k 236.26
Union Pacific Corporation (UNP) 0.1 $561k 2.3k 242.66
Cisco Systems (CSCO) 0.1 $561k 7.2k 77.59
Sprott Asset Management Physical Silver (PSLV) 0.1 $558k 23k 24.39
Apollo Global Mgmt (APO) 0.1 $557k 5.0k 111.42
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $553k 7.4k 75.10
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $542k 5.6k 97.23
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 0.1 $541k 20k 26.91
Thermo Fisher Scientific (TMO) 0.1 $539k 1.1k 491.60
Ishares Core Msci Emkt (IEMG) 0.1 $532k 7.6k 69.75
Altria (MO) 0.1 $530k 8.0k 65.99
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.1 $530k 4.2k 124.90
Mesabi Tr Ctf Ben Int (MSB) 0.1 $530k 17k 31.43
Duke Energy Corp Com New (DUK) 0.1 $528k 4.0k 130.93
Deere & Company (DE) 0.1 $520k 923.00 563.53
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $520k 1.8k 287.20
Garmin SHS (GRMN) 0.1 $512k 2.2k 232.01
Ssga Active Etf Tr State Street Dou (TOTL) 0.1 $510k 13k 39.73
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $505k 9.9k 50.98
Nucor Corporation (NUE) 0.1 $496k 2.9k 169.10
Cardinal Health (CAH) 0.1 $494k 2.3k 211.31
Golar Lng SHS (GLNG) 0.1 $491k 9.1k 54.11
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN) 0.1 $490k 11k 43.37
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $488k 5.3k 92.29
Fair Isaac Corporation (FICO) 0.1 $476k 446.00 1067.54
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $473k 5.0k 94.56
Ishares Tr Core Msci Total (IXUS) 0.1 $472k 5.4k 86.64
CSX Corporation (CSX) 0.1 $469k 11k 41.05
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $464k 6.5k 70.92
Abbott Laboratories (ABT) 0.1 $456k 4.4k 102.67
Edison International (EIX) 0.1 $453k 6.2k 73.18
Charles Schwab Corporation (SCHW) 0.1 $444k 4.7k 93.99
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $437k 8.3k 52.78
Grail (GRAL) 0.1 $428k 8.3k 51.68
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $426k 2.9k 148.11
Celestica (CLS) 0.1 $423k 1.5k 281.68
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $420k 318.00 1320.83
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $418k 2.7k 155.11
Eaton Corp SHS (ETN) 0.1 $414k 1.2k 357.67
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $413k 7.8k 52.76
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ) 0.1 $405k 8.2k 49.49
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $405k 13k 30.50
Gilead Sciences (GILD) 0.1 $396k 2.8k 139.36
Shell Spon Ads (SHEL) 0.1 $392k 4.2k 93.00
Mueller Industries (MLI) 0.1 $387k 3.5k 110.80
V.F. Corporation (VFC) 0.1 $382k 23k 16.99
United Rentals (URI) 0.1 $381k 523.00 728.79
Comcast Corp Cl A (CMCSA) 0.1 $379k 13k 28.71
Coinbase Global Com Cl A (COIN) 0.1 $377k 2.2k 174.61
Ishares Tr Core 40/60 Moder (AOM) 0.1 $376k 7.9k 47.37
Kla Corp Com New (KLAC) 0.1 $374k 254.00 1473.36
Verizon Communications (VZ) 0.1 $373k 7.4k 50.20
Advanced Micro Devices (AMD) 0.1 $370k 1.8k 203.39
New York Times Co Mtn Be Cl A (NYT) 0.1 $370k 4.4k 83.73
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $368k 2.5k 145.79
Raytheon Technologies Corp (RTX) 0.1 $368k 1.9k 192.86
Ishares Tr Tips Bd Etf (TIP) 0.1 $358k 3.2k 110.36
Starbucks Corporation (SBUX) 0.1 $354k 4.0k 89.58
Pfizer (PFE) 0.1 $354k 13k 28.08
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $352k 5.8k 61.26
Dimensional Etf Trust Intl High Profit (DIHP) 0.1 $350k 11k 32.22
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $349k 7.0k 49.99
Trust For Professional Man Cross Brg Ultrst (CUSD) 0.1 $349k 18k 19.56
Carvana Cl A (CVNA) 0.1 $347k 1.1k 314.38
Waste Management (WM) 0.1 $338k 1.5k 229.82
Fidelity Covington Trust Enhanced Intl (FENI) 0.1 $333k 9.0k 37.20
Alnylam Pharmaceuticals (ALNY) 0.1 $331k 1.0k 330.87
PNC Financial Services (PNC) 0.1 $328k 1.6k 208.12
Pimco Etf Tr Multisector Bd (PYLD) 0.1 $324k 12k 26.20
Nu Hldgs Ord Shs Cl A (NU) 0.1 $321k 22k 14.37
Palantir Technologies Cl A (PLTR) 0.1 $320k 2.2k 146.28
Servicenow (NOW) 0.1 $316k 3.0k 104.55
Blackrock (BLK) 0.1 $316k 328.00 961.89
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $313k 8.1k 38.42
Citigroup Com New (C) 0.1 $312k 2.8k 113.39
Consolidated Edison (ED) 0.1 $312k 2.8k 113.18
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $304k 1.5k 205.80
Neonc Technologies Hldgs (NTHI) 0.1 $304k 43k 7.01
Sofi Technologies (SOFI) 0.1 $295k 19k 15.88
Booking Holdings (BKNG) 0.1 $291k 69.00 4211.03
Morgan Stanley Com New (MS) 0.1 $287k 1.7k 164.61
Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $286k 6.9k 41.68
Royal Caribbean Cruises (RCL) 0.1 $286k 1.0k 275.11
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $279k 2.8k 100.62
Cadence Design Systems (CDNS) 0.1 $278k 1.0k 277.87
TJX Companies (TJX) 0.1 $278k 1.7k 159.66
Ralph Lauren Corp Cl A (RL) 0.1 $277k 804.00 343.99
Adobe Systems Incorporated (ADBE) 0.1 $276k 1.1k 243.10
Comfort Systems USA (FIX) 0.1 $276k 200.00 1381.42
Uber Technologies (UBER) 0.1 $271k 3.8k 71.93
Spdr Series Trust State Street Spd (CWB) 0.1 $270k 3.0k 91.51
Inmode SHS (INMD) 0.1 $267k 20k 13.68
Stryker Corporation (SYK) 0.1 $264k 803.00 328.59
Spdr Series Trust State Street Spd (XNTK) 0.1 $264k 1.0k 255.28
Rexford Industrial Realty Inc reit (REXR) 0.1 $262k 8.0k 32.73
Nike CL B (NKE) 0.1 $260k 4.9k 52.82
Barrick Mng Corp Com Shs (B) 0.1 $259k 6.3k 40.79
Flexshares Tr Qualt Divd Idx (QDF) 0.1 $254k 3.2k 79.09
CVS Caremark Corporation (CVS) 0.1 $254k 3.5k 71.83
Travelers Companies (TRV) 0.1 $254k 869.00 291.83
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $253k 2.8k 88.71
Corning Incorporated (GLW) 0.1 $251k 1.8k 135.94
Linde SHS (LIN) 0.1 $248k 500.00 495.96
Cummins (CMI) 0.1 $247k 459.00 537.74
3M Company (MMM) 0.1 $242k 1.7k 145.20
Sixth Street Specialty Lending (TSLX) 0.1 $240k 13k 18.38
Ishares Tr Esg Aware 80/20 (EAOA) 0.1 $239k 5.9k 40.54
Principal Financial (PFG) 0.1 $239k 2.6k 90.11
Elbit Sys Ord (ESLT) 0.1 $238k 280.00 849.09
Starwood Property Trust (STWD) 0.1 $237k 14k 17.22
Bridgebio Pharma (BBIO) 0.1 $237k 3.2k 74.26
Paychex (PAYX) 0.1 $232k 2.5k 92.12
Novartis Sponsored Adr (NVS) 0.1 $229k 1.5k 152.73
Snowflake Com Shs (SNOW) 0.1 $228k 1.5k 150.82
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $227k 2.4k 93.92
Applied Materials (AMAT) 0.1 $227k 663.00 341.79
IDEXX Laboratories (IDXX) 0.1 $225k 400.00 561.89
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $223k 1.0k 217.35
Intercontinental Exchange (ICE) 0.1 $222k 1.4k 157.28
Allstate Corporation (ALL) 0.1 $219k 1.1k 207.29
Reddit Cl A (RDDT) 0.1 $216k 1.6k 134.65
Texas Instruments Incorporated (TXN) 0.1 $215k 1.1k 194.12
salesforce (CRM) 0.0 $212k 1.1k 186.73
Ishares Tr Esg Aware 60/40 (EAOR) 0.0 $209k 6.0k 34.81
Accenture Plc Ireland Shs Class A (ACN) 0.0 $204k 1.0k 198.29
Sandisk Corp Call Option (SNDK) 0.0 $204k 600.00 339.83
Mattel (MAT) 0.0 $198k 14k 14.53
Goldman Sachs Bdc SHS (GSBD) 0.0 $133k 15k 8.88
Patriot Natl Bancorp Com New (PNBK) 0.0 $129k 100k 1.29
Starz Entmt Corp (STRZ) 0.0 $115k 10k 11.50
Western Asset Global High Income Fnd (EHI) 0.0 $59k 10k 5.90
Nano X Imaging Ord Shs (NNOX) 0.0 $55k 24k 2.27
Caribou Biosciences (CRBU) 0.0 $37k 20k 1.90
Opko Health (OPK) 0.0 $21k 19k 1.14
Fingermotion (FNGR) 0.0 $20k 20k 0.99
Fate Therapeutics (FATE) 0.0 $12k 10k 1.20