Westmount Partners, LLC Top Holdings and 13F Report (2025)

About Westmount Partners, LLC

Investment Activity

Westmount Partners, LLC has $364.13 million in total holdings as of June 30, 2025.
Westmount Partners, LLC owns shares of 246 different stocks, but just 76 companies or ETFs make up 80% of its holdings.
Approximately 5.01% of the portfolio was purchased this quarter.
About 5.24% of the portfolio was sold this quarter.
This quarter, Westmount Partners, LLC has purchased 239 new stocks and bought additional shares in 83 stocks.
Westmount Partners, LLC sold shares of 87 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Apple: $33,615,723
Microsoft: $17,677,520
Vanguard S&P 500 ETF: $13,908,744
Broadcom: $13,253,925
NVIDIA: $11,763,958

Largest New Holdings this Quarter

46138E107 - INVESCO EXCH TRADED FD TR II: $2,049,600 Holding
46436E718 - iShares 0-3 Month Treasury Bond ETF: $403,544 Holding
09857L108 - Booking: $399,489 Holding
670346105 - Nucor: $379,423 Holding
69608A108 - PALANTIR TECHNOLOGIES INC: $354,705 Holding

Largest Purchases this Quarter

Vanguard Total Stock Market ETF: 8,882 shares (about $2.70M)
SPDR Bloomberg 1-3 Month T-Bill ETF: 25,432 shares (about $2.33M)
INVESCO EXCH TRADED FD TR II: 40,000 shares (about $2.05M)
iShares Core S&P Small-Cap ETF: 16,950 shares (about $1.85M)
Schwab U.S. Large-Cap Growth ETF: 44,508 shares (about $1.30M)

Largest Sales this Quarter

Vanguard S&P 500 ETF: 6,544 shares (about $3.72M)
Robinhood Markets: 26,461 shares (about $2.48M)
NVIDIA: 8,938 shares (about $1.41M)
Philip Morris International: 6,924 shares (about $1.26M)
iShares Core MSCI Emerging Markets ETF: 15,133 shares (about $908.38K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$33,615,723	$29,750 ▼	-0.1%	163,843	9.2%	Computer and Technology
MSFT Microsoft	$17,677,520	$168,623 ▲	1.0%	35,539	4.9%	Computer and Technology
VOO Vanguard S&P 500 ETF	$13,908,744	$3,717,178 ▼	-21.1%	24,486	3.8%	ETF
AVGO Broadcom	$13,253,925	$28,668 ▼	-0.2%	48,082	3.6%	Computer and Technology
NVDA NVIDIA	$11,763,958	$1,412,117 ▼	-10.7%	74,460	3.2%	Computer and Technology
CACI CACI International	$10,361,075	$312,239 ▼	-2.9%	21,735	2.8%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$9,140,726	$82,176 ▲	0.9%	14,794	2.5%	Finance
AMZN Amazon.com	$8,666,620	$201,621 ▲	2.4%	39,503	2.4%	Retail/Wholesale
BRK.B Berkshire Hathaway	$8,310,553	$21,374 ▲	0.3%	17,108	2.3%	Finance
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$7,754,368	$2,332,869 ▲	43.0%	84,535	2.1%	ETF
IVV iShares Core S&P 500 ETF	$7,251,775	$32,909 ▼	-0.5%	11,679	2.0%	ETF
VT Vanguard Total World Stock ETF	$6,682,882	$405,222 ▲	6.5%	51,999	1.8%	ETF
VTI Vanguard Total Stock Market ETF	$6,005,971	$2,699,511 ▲	81.6%	19,761	1.6%	ETF
IBM International Business Machines	$5,656,737	$20,045 ▲	0.4%	19,190	1.6%	Computer and Technology
WMT Walmart	$5,387,362	$1,956 ▲	0.0%	55,097	1.5%	Retail/Wholesale
QQQ Invesco QQQ	$4,633,302	$51,303 ▲	1.1%	8,399	1.3%	Finance
ILMN Illumina	$4,542,375		0.0%	47,609	1.2%	Medical
GOOGL Alphabet	$4,509,623	$26,435 ▼	-0.6%	25,589	1.2%	Computer and Technology
MASI Masimo	$4,351,179	$21,028 ▼	-0.5%	25,866	1.2%	Medical
ORCL Oracle	$4,090,769	$32,138 ▼	-0.8%	18,711	1.1%	Computer and Technology
META Meta Platforms	$4,056,438	$154,257 ▲	4.0%	5,496	1.1%	Computer and Technology
NFLX Netflix	$3,981,355	$282,565 ▼	-6.6%	2,973	1.1%	Consumer Discretionary
COST Costco Wholesale	$3,435,621	$16,827 ▲	0.5%	3,471	0.9%	Retail/Wholesale
KFY Korn/Ferry International	$3,054,634		0.0%	41,656	0.8%	Business Services
IJR iShares Core S&P Small-Cap ETF	$2,837,275	$1,852,464 ▲	188.1%	25,961	0.8%	ETF
HOOD Robinhood Markets	$2,707,780	$2,477,544 ▼	-47.8%	28,920	0.7%	Finance
PG Procter & Gamble	$2,684,915	$4,142 ▲	0.2%	16,852	0.7%	Consumer Staples
JPM JPMorgan Chase & Co.	$2,575,252	$2,319 ▼	-0.1%	8,883	0.7%	Finance
SCHX Schwab US Large-Cap ETF	$2,574,539	$1,173 ▲	0.0%	105,341	0.7%	ETF
DFUV Dimensional US Marketwide Value ETF	$2,546,947		0.0%	60,240	0.7%	ETF
WFC Wells Fargo & Company	$2,489,733	$44,146 ▼	-1.7%	31,075	0.7%	Finance
HD Home Depot	$2,487,641	$90,926 ▼	-3.5%	6,785	0.7%	Retail/Wholesale
GOOG Alphabet	$2,450,085	$42,396 ▲	1.8%	13,812	0.7%	Computer and Technology
DIS Walt Disney	$2,351,121	$199,037 ▼	-7.8%	18,959	0.6%	Consumer Discretionary
V Visa	$2,348,803	$12,428 ▲	0.5%	6,615	0.6%	Business Services
IWM iShares Russell 2000 ETF	$2,282,320	$37,762 ▼	-1.6%	10,577	0.6%	Finance
EFA iShares MSCI EAFE ETF	$2,253,336	$26,549 ▼	-1.2%	25,208	0.6%	Finance
USFR WisdomTree Floating Rate Treasury Fund	$2,145,371	$13,735 ▼	-0.6%	42,643	0.6%	Finance
AMEH Apollo Medical	$2,139,655	$47,023 ▼	-2.2%	85,999	0.6%	Medical
ISRG Intuitive Surgical	$2,088,868	$1,630 ▲	0.1%	3,844	0.6%	Medical
INVESCO EXCH TRADED FD TR II	$2,049,600	$2,049,600 ▲	New Holding	40,000	0.6%	EQUAL WEGT 0-30
AOA iShares Core 80/20 Aggressive Allocation ETF	$2,029,091	$27,105 ▲	1.4%	24,330	0.6%	ETF
FNDX Schwab Fundamental U.S. Large Company ETF	$1,958,955		0.0%	79,827	0.5%	ETF
JNJ Johnson & Johnson	$1,955,744	$51,780 ▼	-2.6%	12,804	0.5%	Medical
SCHG Schwab U.S. Large-Cap Growth ETF	$1,888,507	$1,300,074 ▲	220.9%	64,653	0.5%	ETF
LLY Eli Lilly and Company	$1,835,743	$164,476 ▲	9.8%	2,355	0.5%	Medical
DFAS Dimensional U.S. Small Cap ETF	$1,669,075	$60,970 ▼	-3.5%	26,198	0.5%	ETF
SPC CrossingBridge Pre-Merger SPAC ETF	$1,659,115	$40,010 ▼	-2.4%	77,420	0.5%	ETF
IWB iShares Russell 1000 ETF	$1,636,295	$388,786 ▲	31.2%	4,819	0.4%	ETF
IVW iShares S&P 500 Growth ETF	$1,619,842	$330 ▲	0.0%	14,712	0.4%	ETF
QCOM QUALCOMM	$1,603,146	$3,345 ▼	-0.2%	10,066	0.4%	Computer and Technology
VUG Vanguard Growth ETF	$1,570,106	$1,315 ▲	0.1%	3,581	0.4%	ETF
XOM Exxon Mobil	$1,504,533	$47,215 ▼	-3.0%	13,957	0.4%	Energy
FNDF Schwab Fundamental International Equity ETF	$1,499,401	$760 ▲	0.1%	37,466	0.4%	ETF
BRK.A Berkshire Hathaway	$1,457,600		0.0%	2	0.4%	Finance
ITOT iShares Core S&P Total U.S. Stock Market ETF	$1,442,440	$3,646 ▲	0.3%	10,682	0.4%	ETF
TSLA Tesla	$1,368,434	$281,120 ▼	-17.0%	4,308	0.4%	Auto/Tires/Trucks
FICO Fair Isaac	$1,343,551	$347,313 ▲	34.9%	735	0.4%	Computer and Technology
SCHF Schwab International Equity ETF	$1,328,608		0.0%	60,118	0.4%	ETF
IWF iShares Russell 1000 Growth ETF	$1,328,588		0.0%	3,129	0.4%	ETF
SPGI S&P Global	$1,300,824	$2,636 ▲	0.2%	2,467	0.4%	Finance
VEA Vanguard FTSE Developed Markets ETF	$1,295,721	$18,414 ▼	-1.4%	22,728	0.4%	ETF
IVE iShares S&P 500 Value ETF	$1,261,630	$2,931 ▲	0.2%	6,456	0.3%	ETF
SDY SPDR S&P Dividend ETF	$1,222,592	$4,072 ▲	0.3%	9,008	0.3%	ETF
FNDA Schwab Fundamental U.S. Small Company ETF	$1,162,588		0.0%	40,579	0.3%	ETF
XLK Technology Select Sector SPDR Fund	$1,138,531	$4,558 ▼	-0.4%	4,496	0.3%	ETF
RDNT RadNet	$1,138,200		0.0%	20,000	0.3%	Medical
SCHA Schwab US Small-Cap ETF	$1,127,619	$2,454 ▲	0.2%	44,570	0.3%	ETF
AMGN Amgen	$1,094,417	$8,376 ▲	0.8%	3,920	0.3%	Medical
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$1,060,404		0.0%	36,105	0.3%	ETF
BAC Bank of America	$1,059,028	$757 ▲	0.1%	22,380	0.3%	Finance
WSM Williams-Sonoma	$1,026,807	$4,084 ▲	0.4%	6,285	0.3%	Retail/Wholesale
VCSH Vanguard Short-Term Corporate Bond ETF	$1,003,790	$19,080 ▼	-1.9%	12,626	0.3%	ETF
HON Honeywell International	$993,299	$13,741 ▼	-1.4%	4,265	0.3%	Multi-Sector Conglomerates
AXP American Express	$981,482	$78,149 ▼	-7.4%	3,077	0.3%	Finance
SCZ iShares MSCI EAFE Small-Cap ETF	$956,690	$1,454 ▼	-0.2%	13,163	0.3%	ETF
PSX Phillips 66	$947,059	$358 ▲	0.0%	7,938	0.3%	Energy
ABBV AbbVie	$928,703	$21,533 ▼	-2.3%	5,003	0.3%	Medical
IEFA iShares Core MSCI EAFE ETF	$926,980	$57,519 ▼	-5.8%	11,104	0.3%	ETF
KO CocaCola	$883,008	$29,219 ▼	-3.2%	12,481	0.2%	Consumer Staples
MGV Vanguard Mega Cap Value ETF	$869,796		0.0%	6,630	0.2%	ETF
GE GE Aerospace	$860,808	$12,614 ▼	-1.4%	3,344	0.2%	Aerospace
FNDE Schwab Fundamental Emerging Markets Equity ETF	$856,841		0.0%	25,957	0.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$854,130	$4,503 ▼	-0.5%	4,173	0.2%	ETF
SCHE Schwab Emerging Markets Equity ETF	$829,091		0.0%	27,508	0.2%	ETF
CRBN iShares MSCI ACWI Low Carbon Target ETF	$824,221	$7,838 ▲	1.0%	3,891	0.2%	ETF
BX Blackstone	$814,596	$1,795 ▲	0.2%	5,446	0.2%	Finance
SCHB Schwab US Broad Market ETF	$793,908	$18,016 ▼	-2.2%	33,315	0.2%	ETF
MA Mastercard	$774,674	$150,553 ▲	24.1%	1,379	0.2%	Business Services
AOR iShares Core 60/40 Balanced Allocation ETF	$769,571	$22,843 ▲	3.1%	12,499	0.2%	ETF
IJH iShares Core S&P Mid-Cap ETF	$760,429	$16,869 ▼	-2.2%	12,261	0.2%	ETF
IYR iShares U.S. Real Estate ETF	$755,597	$19,143 ▼	-2.5%	7,973	0.2%	ETF
UPRO ProShares UltraPro S&P 500	$752,166	$24,505 ▲	3.4%	8,226	0.2%	ETF
SRE Sempra Energy	$748,140	$2,425 ▲	0.3%	9,874	0.2%	Utilities
IEO iShares U.S. Oil & Gas Exploration & Production ETF	$734,088	$4,076 ▲	0.6%	8,285	0.2%	ETF
MO Altria Group	$718,665	$402,483 ▼	-35.9%	12,258	0.2%	Consumer Staples
BA Boeing	$714,060	$35,410 ▲	5.2%	3,408	0.2%	Aerospace
CAT Caterpillar	$713,378	$1,553 ▲	0.2%	1,838	0.2%	Industrials
APO Apollo Global Management	$709,350		0.0%	5,000	0.2%	Finance
VB Vanguard Small-Cap ETF	$698,813	$13,507 ▲	2.0%	2,949	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Westmount Partners, LLC Top Holdings and 13F Report (2025)

About Westmount Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Westmount Partners, LLC Top Holdings and 13F Report (2025)

About Westmount Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWestmount Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools