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

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
AOR icon
76
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.63B
$961K 0.25%
14,871
+2,372
+19% +$148K
VIG icon
77
Vanguard Dividend Appreciation ETF
VIG
$111B
$960K 0.25%
4,425
+252
+6% +$52.9K
FNDE icon
78
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.37B
$942K 0.24%
25,957
– –
UPRO icon
79
ProShares UltraPro S&P 500
UPRO
$5.2B
$938K 0.24%
8,321
+95
+1% +$9.55K
IEFA icon
80
iShares Core MSCI EAFE ETF
IEFA
$186B
$929K 0.24%
10,568
-536
-5% -$45.5K
CRBN icon
81
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.12B
$927K 0.24%
4,066
+175
+4% +$38.2K
BX icon
82
Blackstone
BX
$155B
$925K 0.24%
5,504
+58
+1% +$9.94K
SCHE icon
83
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$924K 0.24%
27,508
– –
HON icon
84
Honeywell
HON
$71.3B
$897K 0.23%
4,529
+4
+0.1% +$836
CAT icon
85
Caterpillar
CAT
$405B
$883K 0.23%
1,837
-1
-0.1% -$427
SRE icon
86
Sempra
SRE
$60.3B
$881K 0.23%
9,870
-4
-0% -$324
IONS icon
87
Ionis Pharmaceuticals
IONS
$8.99B
$853K 0.22%
12,961
– –
SCHB icon
88
Schwab US Broad Market ETF
SCHB
$43B
$846K 0.22%
32,802
-513
-2% -$12.7K
KO icon
89
Coca-Cola
KO
$351B
$833K 0.22%
12,467
-14
-0.1% -$964
MO icon
90
Altria Group
MO
$124B
$809K 0.21%
12,210
-48
-0.4% -$3.04K
IJH icon
91
iShares Core S&P Mid-Cap ETF
IJH
$122B
$794K 0.21%
12,131
-130
-1% -$8.35K
VB icon
92
Vanguard Small-Cap ETF
VB
$79.7B
$793K 0.2%
3,112
+163
+6% +$40.4K
MA icon
93
Mastercard
MA
$480B
$782K 0.2%
1,364
-15
-1% -$8.61K
IEO icon
94
iShares US Oil & Gas Exploration & Production ETF
IEO
$565M
$780K 0.2%
8,344
+59
+0.7% +$5.35K
GE icon
95
GE Aerospace
GE
$364B
$773K 0.2%
2,570
-774
-23% -$212K
SHOP icon
96
Shopify
SHOP
$160B
$764K 0.2%
5,107
– –
IYR icon
97
iShares US Real Estate ETF
IYR
$4.83B
$758K 0.2%
7,808
-165
-2% -$15.9K
GBTC icon
98
Grayscale Bitcoin Trust
GBTC
$9.64B
$736K 0.19%
7,983
– –
CYBR
99
DELISTED
CyberArk
CYBR
$735K 0.19%
1,500
– –
MGK icon
100
Vanguard Mega Cap Growth ETF
MGK
$32.7B
$727K 0.19%
8,985
+755
+9% +$57.9K
2 3
4
5 6

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.