We are live on ! Find out more
WP

Westmount Partners Portfolio holdings

AUM $457M
1-Year Est. Return 31.05%
This Fund
S&P 500
This Quarter Est. Return
+10.47%
1 Year Est. Return
+31.05%
3 Year Est. Return
+100.94%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$387M
AUM Growth
+$23.1M
Cap. Flow
-$11.1M
Cap. Flow %
-2.86%
Top 10 Hldgs %
38.05%
Holding
258
New
12
Increased
76
Reduced
91
Closed
14

Top Buys

Rank Stock Value
1
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$1.2M
2
NU icon
Nu Holdings
NU
+$410K
3
IBIT icon
iShares Bitcoin Trust
IBIT
+$348K
4
MSTR icon
Strategy Inc
MSTR
+$331K
5
MELI icon
Mercado Libre
MELI
+$250K

Top Sells

Rank Stock Value
1
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.41M
2
SPGI icon
S&P Global
SPGI
+$1.3M
3
NVDA icon
NVIDIA
NVDA
+$1.1M
4
AAPL icon
Apple
AAPL
+$947K
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$870K

Sector Composition

Rank Sector Weight
1 Technology 31.23%
2 Financials 7.75%
3 Healthcare 6.85%
4 Communication Services 5.45%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EMB icon
226
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$231K 0.06%
2,432
+5
+0.2% +$468
INTU icon
227
Intuit
INTU
$80.4B
$231K 0.06%
340
+23
+7% +$16.6K
DHR icon
228
Danaher
DHR
$142B
$229K 0.06%
1,076
+5
+0.5% +$995
MELI icon
229
Mercado Libre
MELI
$92.9B
$226K 0.06%
+104
New +$250K
ALL icon
230
Allstate
ALL
$65.3B
$222K 0.06%
1,055
+3
+0.3% +$605
PFG icon
231
Principal Financial Group
PFG
$24.2B
$220K 0.06%
2,648
-25
-0.9% -$2K
VBR icon
232
Vanguard Small-Cap Value ETF
VBR
$36.8B
$215K 0.06%
+1,024
New +$209K
B
233
Barrick Mining
B
$58.5B
$214K 0.06%
+6,338
New +$161K
DHI icon
234
D.R. Horton
DHI
$41.1B
$206K 0.05%
+1,194
New +$188K
RTX icon
235
RTX Corp
RTX
$262B
$205K 0.05%
+1,225
New +$190K
KMPR icon
236
Kemper
KMPR
$1.67B
$205K 0.05%
4,035
– –
EAOR icon
237
iShares ESG Aware Growth Allocation ETF
EAOR
$32.5M
$204K 0.05%
+5,808
New +$197K
RBLX icon
238
Roblox
RBLX
$38.1B
$201K 0.05%
+1,498
New +$186K
GSBD icon
239
Goldman Sachs BDC
GSBD
$978M
$148K 0.04%
14,790
– –
STRZ
240
Starz Entertainment Corp
STRZ
$458M
$146K 0.04%
+10,002
New +$145K
NNOX icon
241
Nano X Imaging
NNOX
$77.3M
$89.3K 0.02%
24,200
– –
EHI
242
Western Asset Global High Income Fund
EHI
$180M
$85.4K 0.02%
13,000
– –
OPK icon
243
Opko Health
OPK
$906M
$25.7K 0.01%
16,550
– –
FATE icon
244
Fate Therapeutics
FATE
$325M
$12.6K ﹤0.01%
+10,098
New +$10.9K
AMP icon
245
Ameriprise Financial
AMP
$47.3B
– –
-568
Closed -$303K
AZO icon
246
AutoZone
AZO
$48.9B
– –
-69
Closed -$256K
BOH icon
247
Bank of Hawaii
BOH
$3.32B
– –
-3,201
Closed -$216K
CLSD
248
DELISTED
Clearside Biomedical
CLSD
– –
-1,560
Closed -$18.7K
DRI icon
249
Darden Restaurants
DRI
$22.3B
– –
-935
Closed -$204K
FTNT icon
250
Fortinet
FTNT
$117B
– –
-2,321
Closed -$245K
7 8 9
10
11

Similar funds

AWMG
Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return
MIC
Maxi Investments CY Limassol, Cyprus $458M AUM 0.99% 1-Year Est. Return
FC
Farringdon Capital London, United Kingdom $457M AUM 6.46% 1-Year Est. Return
TCMP
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $456M AUM 13.52% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
OCM
Olstein Capital Management Purchase, New York $458M AUM 6.27% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $456M AUM 15.98% 1-Year Est. Return

Westmount Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Westmount Partners held 258 positions worth $387M, up 6.3% from $364M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Westmount Partners's Q3 2025 filing shows 12 new, 76 increased, 91 reduced and 14 closed positions. Its largest new stake was Nu Holdings: 29,415 shares worth $447K. The largest sale was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, an estimated $2.41M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 29% a quarter earlier, followed by Financials and Healthcare.

  • Westmount Partners's largest Q3 2025 buy was Nu Holdings: 29,415 shares worth $447K.
  • Westmount Partners added most to iShares Core 80/20 Aggressive Allocation ETF in Q3 2025, an estimated $1.2M increase.
  • Westmount Partners's biggest Q3 2025 reduction was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, cutting an estimated $2.41M.
  • Westmount Partners fully exited S&P Global in Q3 2025, selling an estimated $1.3M.
  • Westmount Partners's ten largest holdings make up 38% of its $387M portfolio in Q3 2025.
  • Westmount Partners opened 12 new positions and closed 14 in Q3 2025.
  • Westmount Partners's portfolio value rose 6.3% quarter-over-quarter to $387M.

Based on Westmount Partners's 13F filing for Q3 2025, filed 14 Oct 2025.