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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

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

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

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
ISRG icon
51
Intuitive Surgical
ISRG
$124B
$1.68M 0.43%
3,844
– –
QCOM icon
52
Qualcomm
QCOM
$179B
$1.68M 0.43%
10,107
+41
+0.4% +$6.5K
CUSD
53
DELISTED
CrossingBridge Ultra-Short Duration ETF
CUSD
$1.66M 0.43%
76,775
-645
-0.8% -$13.9K
FNDF icon
54
Schwab Fundamental International Large Company Index ETF
FNDF
$24.2B
$1.62M 0.42%
37,466
– –
ITOT icon
55
iShares Core S&P Total US Stock Market ETF
ITOT
$94B
$1.58M 0.41%
10,784
+102
+1% +$14.3K
RDNT icon
56
RadNet
RDNT
$4.82B
$1.56M 0.4%
20,000
– –
XOM icon
57
ExxonMobil
XOM
$614B
$1.56M 0.4%
13,893
-64
-0.5% -$7.12K
BRK.A icon
58
Berkshire Hathaway Class A
BRK.A
$1.06T
$1.49M 0.39%
2
– –
IWF icon
59
iShares Russell 1000 Growth ETF
IWF
$124B
$1.47M 0.38%
12,496
-20
-0.2% -$2.23K
SCHF icon
60
Schwab International Equity ETF
SCHF
$65.6B
$1.41M 0.37%
60,240
+122
+0.2% +$2.75K
VEA icon
61
Vanguard FTSE Developed Markets ETF
VEA
$226B
$1.38M 0.36%
22,777
+49
+0.2% +$2.86K
IVE icon
62
iShares S&P 500 Value ETF
IVE
$48.8B
$1.33M 0.34%
6,409
-47
-0.7% -$9.44K
XLK icon
63
State Street Technology Select Sector SPDR ETF
XLK
$115B
$1.32M 0.34%
9,282
+290
+3% +$38.4K
FNDA icon
64
Schwab Fundamental US Small Company Index ETF
FNDA
$9.24B
$1.27M 0.33%
40,579
– –
SCHA icon
65
Schwab U.S Small- Cap ETF
SCHA
$22.8B
$1.25M 0.32%
44,716
+146
+0.3% +$3.9K
SDY icon
66
State Street SPDR S&P Dividend ETF
SDY
$21.8B
$1.23M 0.32%
8,820
-188
-2% -$26.2K
WSM icon
67
Williams-Sonoma
WSM
$26.9B
$1.23M 0.32%
6,306
+21
+0.3% +$4.01K
ABBV icon
68
AbbVie
ABBV
$454B
$1.23M 0.32%
5,027
+24
+0.5% +$4.89K
FICO icon
69
Fair Isaac
FICO
$28.6B
$1.19M 0.31%
785
+50
+7% +$75.2K
DFAX icon
70
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.8B
$1.14M 0.29%
36,105
– –
BAC icon
71
Bank of America
BAC
$431B
$1.14M 0.29%
22,396
+16
+0.1% +$781
AMGN icon
72
Amgen
AMGN
$197B
$1.1M 0.28%
3,670
-250
-6% -$72.5K
PSX icon
73
Phillips 66
PSX
$81.7B
$1.07M 0.28%
7,941
+3
+0% +$384
VCSH icon
74
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$1.05M 0.27%
13,140
+514
+4% +$40.9K
SCZ icon
75
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.9B
$999K 0.26%
12,988
-175
-1% -$13.1K
1 2
3
4 5

Similar funds

AWMG
Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $457M AUM 23.18% 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

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.