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

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

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

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
FNDF icon
51
Schwab Fundamental International Large Company Index ETF
FNDF
$24.3B
$1.84M 0.45%
37,577
– –
IWB icon
52
iShares Russell 1000 ETF
IWB
$48.1B
$1.72M 0.42%
4,819
– –
DIS icon
53
Walt Disney
DIS
$170B
$1.7M 0.42%
17,631
+4
+0% +$423
DFAS icon
54
Dimensional US Small Cap ETF
DFAS
$15.1B
$1.68M 0.41%
23,616
-290
-1% -$21.3K
ISRG icon
55
Intuitive Surgical
ISRG
$124B
$1.63M 0.4%
3,543
-38
-1% -$19.2K
ITOT icon
56
iShares Core S&P Total US Stock Market ETF
ITOT
$93.9B
$1.56M 0.38%
10,935
+21
+0.2% +$3.12K
SCHF icon
57
Schwab International Equity ETF
SCHF
$65.6B
$1.5M 0.37%
60,797
+386
+0.6% +$9.82K
PSX icon
58
Phillips 66
PSX
$81.7B
$1.45M 0.36%
7,936
+2
+0% +$313
BRK.A icon
59
Berkshire Hathaway Class A
BRK.A
$1.07T
$1.44M 0.35%
2
– –
IEFA icon
60
iShares Core MSCI EAFE ETF
IEFA
$186B
$1.36M 0.34%
15,037
+392
+3% +$36.6K
IWF icon
61
iShares Russell 1000 Growth ETF
IWF
$124B
$1.36M 0.33%
12,720
-84
-0.7% -$9.53K
BA icon
62
Boeing
BA
$169B
$1.36M 0.33%
6,810
+4,077
+149% +$928K
AMGN icon
63
Amgen
AMGN
$199B
$1.34M 0.33%
3,796
+112
+3% +$39.9K
QCOM icon
64
Qualcomm
QCOM
$177B
$1.33M 0.33%
10,363
+195
+2% +$28.5K
MRVL icon
65
Marvell Technology
MRVL
$170B
$1.32M 0.33%
+13,354
New +$1.12M
GE icon
66
GE Aerospace
GE
$370B
$1.32M 0.33%
4,658
+2,066
+80% +$649K
CAT icon
67
Caterpillar
CAT
$409B
$1.31M 0.32%
1,855
+15
+0.8% +$10.4K
FNDA icon
68
Schwab Fundamental US Small Company Index ETF
FNDA
$9.23B
$1.31M 0.32%
40,438
– –
SCHA icon
69
Schwab U.S Small- Cap ETF
SCHA
$22.8B
$1.3M 0.32%
44,716
– –
INTC icon
70
Intel
INTC
$480B
$1.28M 0.31%
28,938
+18,573
+179% +$851K
SDY icon
71
State Street SPDR S&P Dividend ETF
SDY
$21.8B
$1.26M 0.31%
8,640
+14
+0.2% +$2.09K
DFAX icon
72
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.8B
$1.23M 0.3%
36,105
– –
XLK icon
73
State Street Technology Select Sector SPDR ETF
XLK
$115B
$1.22M 0.3%
9,200
-38
-0.4% -$5.36K
WSM icon
74
Williams-Sonoma
WSM
$26.9B
$1.2M 0.3%
6,598
+269
+4% +$53.7K
VEA icon
75
Vanguard FTSE Developed Markets ETF
VEA
$226B
$1.18M 0.29%
18,478
+310
+2% +$20.5K
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 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.