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
RDNT icon
76
RadNet
RDNT
$4.81B
$1.12M 0.28%
20,000
– –
AOR icon
77
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.63B
$1.11M 0.27%
17,285
+1,466
+9% +$96.6K
EEM icon
78
iShares MSCI Emerging Markets ETF
EEM
$28.2B
$1.11M 0.27%
19,505
+8,866
+83% +$521K
AXP icon
79
American Express
AXP
$243B
$1.08M 0.27%
3,562
+1,377
+63% +$462K
VCSH icon
80
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$1.07M 0.26%
13,508
+364
+3% +$29K
VGT icon
81
Vanguard Information Technology ETF
VGT
$140B
$1.05M 0.26%
12,000
+1,200
+11% +$110K
FNDE icon
82
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.37B
$993K 0.24%
25,957
– –
SCZ icon
83
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.9B
$985K 0.24%
12,566
+492
+4% +$40K
IONS icon
84
Ionis Pharmaceuticals
IONS
$8.95B
$973K 0.24%
12,961
– –
BAC icon
85
Bank of America
BAC
$432B
$964K 0.24%
19,782
-2,506
-11% -$129K
HON icon
86
Honeywell
HON
$71.7B
$938K 0.23%
4,150
+3
+0.1% +$686
COP icon
87
ConocoPhillips
COP
$139B
$934K 0.23%
7,078
+1
+0% +$111
KO icon
88
Coca-Cola
KO
$352B
$934K 0.23%
12,283
-203
-2% -$15.3K
VIG icon
89
Vanguard Dividend Appreciation ETF
VIG
$111B
$928K 0.23%
4,313
-113
-3% -$25.2K
CRBN icon
90
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.13B
$920K 0.23%
4,127
-81
-2% -$18.9K
SRE icon
91
Sempra
SRE
$60.7B
$918K 0.23%
9,449
-421
-4% -$38.5K
SCHB icon
92
Schwab US Broad Market ETF
SCHB
$43.2B
$917K 0.23%
36,526
+3,692
+11% +$96.9K
SCHE icon
93
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$906K 0.22%
27,508
– –
TSM icon
94
TSMC
TSM
$2.09T
$838K 0.21%
2,481
+305
+14% +$105K
UPRO icon
95
ProShares UltraPro S&P 500
UPRO
$5.27B
$823K 0.2%
8,486
+109
+1% +$12.3K
IYW icon
96
iShares US Technology ETF
IYW
$24.2B
$822K 0.2%
+4,530
New +$875K
GS icon
97
Goldman Sachs
GS
$318B
$780K 0.19%
922
+460
+100% +$410K
IJH icon
98
iShares Core S&P Mid-Cap ETF
IJH
$122B
$777K 0.19%
11,505
-658
-5% -$45.6K
LMT icon
99
Lockheed Martin
LMT
$119B
$771K 0.19%
1,276
+21
+2% +$12.9K
RSI icon
100
Rush Street Interactive
RSI
$3.32B
$763K 0.19%
35,100
– –
2 3
4
5 6

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.