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
+18.58%
1 Year Est. Return
+31.05%
3 Year Est. Return
+100.94%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$457M
AUM Growth
+$50.8M
Cap. Flow
-$4.31M
Cap. Flow %
-0.94%
Top 10 Hldgs %
38.36%
Holding
303
New
39
Increased
108
Reduced
65
Closed
28

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$3.37M
2
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$2.37M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.66M
4
ABNB icon
Airbnb
ABNB
+$1.04M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1M

Top Sells

Rank Stock Value
1
MASI
Masimo
MASI
+$4.31M
2
XSHQ icon
Invesco S&P SmallCap Quality ETF
XSHQ
+$2.19M
3
ILMN icon
Illumina
ILMN
+$1.81M
4
ABBV icon
AbbVie
ABBV
+$1.39M
5
CACI icon
CACI
CACI
+$943K

Sector Composition

Rank Sector Weight
1 Miscellaneous 35.78%
2 Technology 31.66%
3 Financials 7.3%
4 Communication Services 5.74%
5 Healthcare 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FNDF icon
51
Schwab Fundamental International Large Company Index ETF
FNDF
$26.5B
$1.98M 0.43%
37,598
+21
+0.1% +$1.1K
CAT icon
52
Caterpillar
CAT
$374B
$1.98M 0.43%
1,859
+4
+0.2% +$3.51K
IWB icon
53
iShares Russell 1000 ETF
IWB
$49B
$1.96M 0.43%
4,776
-43
-0.9% -$17K
VEA icon
54
Vanguard FTSE Developed Markets ETF
VEA
$240B
$1.95M 0.43%
27,333
+8,855
+48% +$617K
QCOM icon
55
Qualcomm
QCOM
$180B
$1.93M 0.42%
10,465
+102
+1% +$19.1K
DIS icon
56
Walt Disney
DIS
$182B
$1.93M 0.42%
20,032
+2,401
+14% +$245K
ITOT icon
57
iShares Core S&P Total US Stock Market ETF
ITOT
$97.6B
$1.86M 0.41%
11,350
+415
+4% +$65.9K
XLK icon
58
State Street Technology Select Sector SPDR ETF
XLK
$122B
$1.75M 0.38%
9,200
– –
PANW icon
59
Palo Alto Networks
PANW
$272B
$1.74M 0.38%
5,100
+500
+11% +$114K
SCHF icon
60
Schwab International Equity ETF
SCHF
$70.1B
$1.69M 0.37%
61,034
+237
+0.4% +$6.39K
DFAS icon
61
Dimensional US Small Cap ETF
DFAS
$15.6B
$1.69M 0.37%
20,516
-3,100
-13% -$240K
AOR icon
62
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.77B
$1.69M 0.37%
24,291
+7,006
+41% +$477K
SCHA icon
63
Schwab U.S Small- Cap ETF
SCHA
$22.9B
$1.59M 0.35%
44,124
-592
-1% -$19.6K
IWF icon
64
iShares Russell 1000 Growth ETF
IWF
$126B
$1.59M 0.35%
12,819
+99
+0.8% +$11.9K
WSM icon
65
Williams-Sonoma
WSM
$26.8B
$1.54M 0.34%
6,623
+25
+0.4% +$4.96K
FNDA icon
66
Schwab Fundamental US Small Company Index ETF
FNDA
$9.14B
$1.54M 0.34%
40,438
– –
BRK.A icon
67
Berkshire Hathaway Class A
BRK.A
$1.08T
$1.5M 0.33%
2
– –
ISRG icon
68
Intuitive Surgical
ISRG
$130B
$1.5M 0.33%
3,764
+221
+6% +$96.6K
IEFA icon
69
iShares Core MSCI EAFE ETF
IEFA
$196B
$1.45M 0.32%
15,063
+26
+0.2% +$2.5K
ABBV icon
70
AbbVie
ABBV
$453B
$1.44M 0.32%
5,727
-6,457
-53% -$1.39M
AMD icon
71
Advanced Micro Devices
AMD
$780B
$1.44M 0.31%
2,473
+655
+36% +$269K
LRCX icon
72
Lam Research
LRCX
$385B
$1.41M 0.31%
3,263
+133
+4% +$40.4K
GE icon
73
GE Aerospace
GE
$350B
$1.41M 0.31%
3,778
-880
-19% -$276K
VO icon
74
Vanguard Morningstar Mid-Cap ETF
VO
$108B
$1.39M 0.3%
17,215
+9,971
+138% +$773K
AMGN icon
75
Amgen
AMGN
$236B
$1.35M 0.3%
3,735
-61
-2% -$20.9K
1 2
3
4 5

Similar funds

SA
Strategic Advisors New York $457M AUM 21.35% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return
WPW
Warther Private Wealth Akron, Ohio $456M AUM 16.08% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return

Westmount Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Westmount Partners held 303 positions worth $457M, up 13% from $406M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Westmount Partners's Q2 2026 filing shows 39 new, 108 increased, 65 reduced and 28 closed positions. Its largest new stake was Invesco S&P International Developed Momentum ETF: 40,000 shares worth $2.41M. The largest sale was Masimo, an estimated $4.31M.

By sector, the portfolio is most concentrated in Miscellaneous at 36% of assets, up from 34% a quarter earlier, followed by Technology and Financials.

  • Westmount Partners's largest Q2 2026 buy was Invesco S&P International Developed Momentum ETF: 40,000 shares worth $2.41M.
  • Westmount Partners added most to Apple in Q2 2026, an estimated $3.37M increase.
  • Westmount Partners's biggest Q2 2026 reduction was Illumina, cutting an estimated $1.81M.
  • Westmount Partners fully exited Masimo in Q2 2026, selling an estimated $4.31M.
  • Westmount Partners's ten largest holdings make up 38% of its $457M portfolio in Q2 2026.
  • Westmount Partners opened 39 new positions and closed 28 in Q2 2026.
  • Westmount Partners's portfolio value rose 13% quarter-over-quarter to $457M.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.