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
-3.25%
1 Year Est. Return
+31.05%
3 Year Est. Return
+100.94%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$406M
AUM Growth
+$5.16M
Cap. Flow
+$47.3M
Cap. Flow %
11.65%
Top 10 Hldgs %
37.25%
Holding
282
New
36
Increased
121
Reduced
51
Closed
18

Top Buys

Rank Stock Value
1
VUG icon
Vanguard Growth ETF
VUG
+$2.22M
2
XSHQ icon
Invesco S&P SmallCap Quality ETF
XSHQ
+$1.74M
3
ABBV icon
AbbVie
ABBV
+$1.59M
4
AMZN icon
Amazon
AMZN
+$1.36M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.29M

Top Sells

Rank Stock Value
1
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.83M
2
GOVI icon
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
+$2.22M
3
SLV icon
iShares Silver Trust
SLV
+$758K
4
CYBR
CyberArk
CYBR
+$669K
5
ILMN icon
Illumina
ILMN
+$654K

Sector Composition

Rank Sector Weight
1 Technology 29.83%
2 Financials 7.62%
3 Healthcare 7.2%
4 Communication Services 5.85%
5 Consumer Discretionary 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EAOR icon
251
iShares ESG Aware Growth Allocation ETF
EAOR
$32.6M
$209K 0.05%
6,017
– –
ACN icon
252
Accenture
ACN
$87.9B
$204K 0.05%
1,030
-105
-9% -$24.5K
SNDK
253
CALL
Sandisk
SNDK
$201B
$204K 0.05%
+600
New +$339K
MAT icon
254
Mattel
MAT
$4.16B
$198K 0.05%
13,637
– –
IWM icon
255
PUT
iShares Russell 2000 ETF
IWM
$81.7B
$186K 0.05%
+86,200
New +$22.2M
GSBD icon
256
Goldman Sachs BDC
GSBD
$994M
$133K 0.03%
15,010
+220
+1% +$2.03K
PNBK icon
257
Patriot National Bancorp
PNBK
$140M
$129K 0.03%
100,000
+80,000
+400% +$115K
STRZ
258
Starz Entertainment Corp
STRZ
$449M
$115K 0.03%
10,000
– –
EHI
259
Western Asset Global High Income Fund
EHI
$179M
$59K 0.01%
10,000
– –
NNOX icon
260
Nano X Imaging
NNOX
$78M
$54.9K 0.01%
24,200
– –
CRBU icon
261
Caribou Biosciences
CRBU
$164M
$37.3K 0.01%
+19,609
New +$33.7K
OPK icon
262
Opko Health
OPK
$899M
$21.1K 0.01%
18,550
– –
FNGR icon
263
FingerMotion
FNGR
$20.8M
$19.9K ﹤0.01%
+20,000
New +$23.9K
FATE icon
264
Fate Therapeutics
FATE
$324M
$12.1K ﹤0.01%
10,098
– –
ACWI icon
265
iShares MSCI ACWI ETF
ACWI
$32.8B
– –
-1,748
Closed -$247K
AGG icon
266
iShares Core US Aggregate Bond ETF
AGG
$139B
– –
-3,440
Closed -$344K
BIL icon
267
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
– –
-30,984
Closed -$2.83M
BSX icon
268
Boston Scientific
BSX
$65.4B
– –
-2,223
Closed -$212K
CYBR
269
DELISTED
CyberArk
CYBR
– –
-1,500
Closed -$669K
DHR icon
270
Danaher
DHR
$144B
– –
-1,076
Closed -$246K
GOVI icon
271
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$1.23B
– –
-40,000
Closed -$2.22M
ICLN icon
272
iShares Global Clean Energy ETF
ICLN
$2.48B
– –
-11,827
Closed -$194K
INTU icon
273
Intuit
INTU
$79.6B
– –
-343
Closed -$227K
MELI icon
274
Mercado Libre
MELI
$92B
– –
-214
Closed -$431K
PSN icon
275
Parsons
PSN
$6B
– –
-3,376
Closed -$209K
8 9 10
11
12

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 Q1 2026 Portfolio in Review

As of Q1 2026, Westmount Partners held 282 positions worth $406M, up 1.3% from $401M the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Westmount Partners deployed $47.3M of net new capital in Q1 2026, opening 36 new positions and adding to 121 existing holdings. Its largest new stake was Invesco S&P SmallCap Quality ETF: 40,000 shares worth $2.19M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 32% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Illumina, an estimated $654K trimmed.

  • Westmount Partners's largest Q1 2026 buy was Invesco S&P SmallCap Quality ETF: 40,000 shares worth $2.19M.
  • Westmount Partners added most to Vanguard Growth ETF in Q1 2026, an estimated $2.22M increase.
  • Westmount Partners's biggest Q1 2026 reduction was Illumina, cutting an estimated $654K.
  • Westmount Partners fully exited State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2026, selling an estimated $2.83M.
  • Westmount Partners's ten largest holdings make up 37% of its $406M portfolio in Q1 2026.
  • Westmount Partners opened 36 new positions and closed 18 in Q1 2026.
  • Westmount Partners's portfolio value rose 1.3% quarter-over-quarter to $406M.

Based on Westmount Partners's 13F filing for Q1 2026, filed 16 Apr 2026.