Westmount Partners

Westmount Partners as of June 30, 2026

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 185k 289.36
NVIDIA Corporation (NVDA) 4.1 $19M 95k 200.09
Broadcom (AVGO) 4.0 $18M 49k 377.75
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.0 $18M 27k 686.82
Microsoft Corporation (MSFT) 3.2 $14M 39k 373.02
Amazon (AMZN) 2.6 $12M 49k 238.34
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.4 $11M 15k 746.77
Alphabet Cap Stk Cl A (GOOGL) 2.4 $11M 31k 357.37
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 2.0 $9.3M 59k 156.95
Ishares Tr Core S&p500 Etf (IVV) 2.0 $9.1M 12k 748.91
Caci Intl Cl A (CACI) 2.0 $9.0M 20k 463.26
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.9 $8.6M 17k 500.39
Vanguard Index Fds Total Stk Mkt (VTI) 1.7 $7.7M 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 8.1k 736.42
Alphabet Cap Stk Cl C (GOOG) 1.3 $5.8M 17k 353.32
International Business Machines (IBM) 1.2 $5.5M 20k 281.21
Marvell Technology (MRVL) 0.9 $4.1M 14k 297.88
Ishares Tr Core S&p Scp Etf (IJR) 0.9 $4.0M 27k 148.31
Illumina (ILMN) 0.9 $4.0M 23k 175.83
Ishares Tr Core 80 20 Etf (AOA) 0.8 $3.7M 38k 97.60
Vanguard Index Fds Growth Etf (VUG) 0.8 $3.7M 43k 86.14
Astrana Health Com New (ASTH) 0.8 $3.6M 78k 46.41
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 5.8k 563.28
Tesla Motors (TSLA) 0.7 $3.3M 7.7k 420.59
Bank of Marin Ban (BMRC) 0.7 $3.2M 116k 27.70
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.7 $3.1M 105k 29.43
Intel Corporation (INTC) 0.7 $3.1M 22k 139.63
JPMorgan Chase & Co. (JPM) 0.7 $3.0M 9.2k 327.34
Oracle Corporation (ORCL) 0.6 $2.9M 20k 146.55
Eli Lilly & Co. (LLY) 0.6 $2.9M 2.4k 1199.54
Robinhood Mkts Com Cl A (HOOD) 0.6 $2.8M 28k 100.28
Korn Ferry Com New (KFY) 0.6 $2.8M 42k 66.58
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
Schwab Strategic Tr Fundamental Us L (FNDX) 0.5 $2.5M 80k 31.10
Ishares Tr Russell 2000 Etf (IWM) 0.5 $2.5M 8.2k 300.43
Johnson & Johnson (JNJ) 0.5 $2.5M 9.7k 253.96
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 0.5 $2.4M 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 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 64k 33.84
Wisdomtree Tr Floatng Rat Trea (USFR) 0.5 $2.1M 42k 50.35
Exxon Mobil Corporation (XOM) 0.5 $2.1M 16k 136.72
Netflix (NFLX) 0.5 $2.1M 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
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 27k 71.25
Qualcomm (QCOM) 0.4 $1.9M 11k 184.79
Walt Disney Company (DIS) 0.4 $1.9M 20k 96.25
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $1.9M 11k 164.27
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.4 $1.8M 9.2k 190.52
Palo Alto Networks (PANW) 0.4 $1.7M 5.1k 341.02
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 21k 82.34
Ishares Tr Core 60 Bala Etf (AOR) 0.4 $1.7M 24k 69.50
Lam Research Corp Com New (LRCX) 0.4 $1.6M 3.8k 433.37
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $1.6M 44k 36.13
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.6M 13k 124.17
Williams-Sonoma (WSM) 0.3 $1.5M 6.6k 233.09
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 3.8k 397.68
Ishares Tr Core Msci Eafe (IEFA) 0.3 $1.5M 15k 96.58
Abbvie (ABBV) 0.3 $1.4M 5.7k 251.64
Advanced Micro Devices (AMD) 0.3 $1.4M 2.5k 580.86
Ge Aerospace Com New (GE) 0.3 $1.4M 3.8k 373.71
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $1.4M 17k 80.57
Amgen (AMGN) 0.3 $1.4M 3.7k 362.15
Phillips 66 (PSX) 0.3 $1.4M 8.0k 169.05
Proshares Tr Ultrpro S&p500 (UPRO) 0.3 $1.3M 9.4k 141.79
Dimensional Etf Trust World Ex Us Core (DFAX) 0.3 $1.3M 35k 36.84
Spdr Series Trust St Str Sp Div (SDY) 0.3 $1.3M 8.5k 152.19
RadNet (RDNT) 0.3 $1.2M 20k 61.67
Vanguard World Inf Tech Etf (VGT) 0.3 $1.2M 10k 119.52
Bank of America Corporation (BAC) 0.3 $1.2M 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 951.00 1175.32
Airbnb Com Cl A (ABNB) 0.2 $1.1M 7.7k 143.09
Coca-Cola Company (KO) 0.2 $1.1M 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 13k 82.27
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $1.1M 18k 59.69
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $1.1M 2.2k 477.50
Rush Street Interactive (RSI) 0.2 $1.0M 35k 29.74
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $1.0M 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
Ionis Pharmaceuticals (IONS) 0.2 $1.0M 13k 79.29
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $1.0M 4.3k 236.61
Goldman Sachs (GS) 0.2 $1.0M 992.00 1011.43
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $997k 28k 36.26
Ishares Core Msci Emkt (IEMG) 0.2 $937k 11k 82.84
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $923k 12k 77.11
Neonc Technologies Hldgs (NTHI) 0.2 $893k 197k 4.53
Sempra Energy (SRE) 0.2 $876k 9.4k 92.71
Vanguard Index Fds Small Cp Etf (VB) 0.2 $860k 2.8k 303.11
Cisco Systems (CSCO) 0.2 $845k 7.2k 117.47
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $815k 12k 69.90
Boeing Company (BA) 0.2 $815k 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 3.3k 242.46
Vanguard World Mega Grwth Ind (MGK) 0.2 $783k 8.9k 87.91
Union Pacific Corporation (UNP) 0.2 $766k 2.8k 272.01
Nextera Energy (NEE) 0.2 $758k 8.6k 87.77
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $751k 11k 68.41
Micron Technology (MU) 0.2 $747k 647.00 1154.82
ConocoPhillips (COP) 0.2 $737k 7.1k 103.97
American Express Company (AXP) 0.2 $732k 2.2k 338.32
Celestica (CLS) 0.2 $703k 1.9k 364.80
Vanguard World Health Car Etf (VHT) 0.2 $703k 2.4k 299.01
Mastercard Incorporated Cl A (MA) 0.2 $690k 1.3k 513.70
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $663k 5.8k 114.18
Lockheed Martin Corporation (LMT) 0.1 $654k 1.3k 509.54
Blackstone Group Inc Com Cl A (BX) 0.1 $644k 5.5k 117.67
Merck & Co (MRK) 0.1 $644k 5.0k 128.49
Philip Morris International (PM) 0.1 $638k 3.5k 180.94
Pepsi (PEP) 0.1 $636k 4.7k 135.41
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $633k 318.00 1989.44
Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $622k 7.7k 81.00
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $616k 7.4k 83.75
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $614k 5.6k 110.32
Ishares Tr Core Msci Intl (IDEV) 0.1 $608k 6.8k 89.01
McDonald's Corporation (MCD) 0.1 $607k 2.2k 270.34
Deere & Company (DE) 0.1 $604k 953.00 634.18
Chevron Corporation (CVX) 0.1 $604k 3.6k 165.77
United Rentals (URI) 0.1 $597k 527.00 1133.27
Sandisk Corp (SNDK) 0.1 $594k 261.00 2275.69
Apollo Global Mgmt (APO) 0.1 $592k 5.0k 118.31
Bristol Myers Squibb (BMY) 0.1 $587k 10k 57.62
Applied Materials (AMAT) 0.1 $583k 806.00 723.00
Altria (MO) 0.1 $582k 8.1k 71.95
Grail (GRAL) 0.1 $568k 8.3k 68.27
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 0.1 $561k 20k 27.88
CSX Corporation (CSX) 0.1 $554k 12k 47.53
Thermo Fisher Scientific (TMO) 0.1 $540k 1.1k 501.43
Ishares Tr Core Div Grwth (DGRO) 0.1 $538k 7.1k 75.79
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.1 $536k 6.5k 81.95
Fair Isaac Corporation (FICO) 0.1 $533k 446.00 1194.78
Ishares Tr Core Msci Total (IXUS) 0.1 $531k 5.6k 95.45
Lowe's Companies (LOW) 0.1 $527k 2.4k 220.49
Duke Energy Corp Com New (DUK) 0.1 $525k 4.1k 126.58
Garmin SHS (GRMN) 0.1 $524k 2.2k 237.54
Eaton Corp SHS (ETN) 0.1 $517k 1.2k 426.12
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN) 0.1 $508k 11k 44.98
Direxion Shares Etf Trust Da Te Bu 3x Etf (TECL) 0.1 $508k 2.2k 230.74
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $507k 5.0k 102.25
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $507k 2.7k 188.08
Nucor Corporation (NUE) 0.1 $495k 2.2k 222.75
Ssga Active Etf Tr St Str Total Etf (TOTL) 0.1 $495k 13k 39.47
Spdr Gold Tr Gold Shs (GLD) 0.1 $493k 1.3k 368.38
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $487k 5.3k 92.21
Raytheon Technologies Corp (RTX) 0.1 $487k 2.6k 189.74
Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ) 0.1 $472k 8.0k 59.31
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.1 $468k 4.3k 109.83
Morgan Stanley Com New (MS) 0.1 $466k 2.2k 209.03
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
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $456k 2.1k 212.74
Charles Schwab Corporation (SCHW) 0.1 $452k 4.9k 92.26
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $447k 8.3k 54.02
Edison International (EIX) 0.1 $444k 6.0k 74.44
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $442k 674.00 656.28
Allstate Corporation (ALL) 0.1 $433k 1.8k 237.95
Abbott Laboratories (ABT) 0.1 $430k 4.7k 90.74
Mesabi Tr Ctf Ben Int (MSB) 0.1 $427k 17k 25.30
Direxion Shares Etf Trust Dai Sem Bul Etf (SOXL) 0.1 $413k 1.6k 266.71
Corning Incorporated (GLW) 0.1 $407k 1.6k 255.48
Starbucks Corporation (SBUX) 0.1 $407k 4.0k 102.19
Spdr Series Trust St Str Nyse Tech (XNTK) 0.1 $404k 1.0k 390.65
Ishares Tr Core 40 Mode Etf (AOM) 0.1 $403k 8.1k 49.89
Golar Lng SHS (GLNG) 0.1 $402k 8.1k 49.84
Comfort Systems USA (FIX) 0.1 $397k 200.00 1986.28
At&t (T) 0.1 $390k 19k 20.70
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $390k 2.5k 154.29
Ishares Tr Futu Ai Tech Etf (ARTY) 0.1 $379k 5.0k 76.17
Cadence Design Systems (CDNS) 0.1 $375k 1.0k 375.32
V.F. Corporation (VFC) 0.1 $375k 23k 16.68
Texas Instruments Incorporated (TXN) 0.1 $371k 1.2k 298.05
Carvana Cl A (CVNA) 0.1 $367k 5.6k 65.82
PNC Financial Services (PNC) 0.1 $366k 1.5k 246.28
Gilead Sciences (GILD) 0.1 $365k 2.9k 126.32
CVS Caremark Corporation (CVS) 0.1 $364k 3.5k 103.46
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $363k 1.5k 246.21
Fidelity Covington Trust Enhanced Intl (FENI) 0.1 $363k 9.0k 40.13
Fortinet (FTNT) 0.1 $357k 2.3k 153.62
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $357k 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
Waste Management (WM) 0.1 $351k 1.6k 222.92
Nebius Group Shs Class A (NBIS) 0.1 $345k 1.2k 276.17
Travelers Companies (TRV) 0.1 $341k 1.0k 330.17
Trust For Professional Man Cross Brg Ultrst (CUSD) 0.1 $338k 17k 19.41
Western Digital (WDC) 0.1 $329k 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 18k 17.93
Pimco Etf Tr Multisector Bd (PYLD) 0.1 $310k 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 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 1.7k 178.24
Stryker Corporation (SYK) 0.1 $303k 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 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 1.8k 151.46
3M Company (MMM) 0.1 $276k 1.7k 161.88
Linde SHS (LIN) 0.1 $275k 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 2.2k 116.67
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $256k 8.1k 31.71
Pfizer (PFE) 0.1 $255k 11k 24.08
Citigroup Com New (C) 0.1 $249k 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 1.5k 156.70
Blackrock (BLK) 0.1 $242k 252.00 961.80
Ishares Tr Esg Aware 60/40 (EAOR) 0.1 $242k 6.4k 37.91
Barrick Mng Corp Com Shs (B) 0.1 $233k 6.3k 36.73
Bridgebio Pharma (BBIO) 0.1 $232k 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 1.6k 146.19
Starwood Property Trust (STWD) 0.1 $231k 14k 16.38
Kla Corp Com New (KLAC) 0.1 $230k 762.00 301.82
Sixth Street Specialty Lending (TSLX) 0.0 $224k 13k 17.17
Affiliated Managers (AMG) 0.0 $224k 661.00 338.41
Manulife Finl Corp (MFC) 0.0 $219k 5.4k 40.51
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $216k 2.6k 82.61
Reddit Cl A (RDDT) 0.0 $214k 1.2k 173.58
Elbit Sys Ord (ESLT) 0.0 $212k 280.00 758.72
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $211k 1.3k 156.94
IDEXX Laboratories (IDXX) 0.0 $211k 400.00 526.44
Spdr Series Trust St Str P500etf (SPYM) 0.0 $202k 2.3k 87.89
Arista Networks Com Shs (ANET) 0.0 $201k 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 45k 1.71
Allogene Therapeutics (ALLO) 0.0 $75k 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