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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
+14.01%
1 Year Est. Return
+31.05%
3 Year Est. Return
+100.94%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$364M
AUM Growth
+$36.3M
Cap. Flow
-$777K
Cap. Flow %
-0.21%
Top 10 Hldgs %
36.92%
Holding
257
New
18
Increased
83
Reduced
87
Closed
11

Top Buys

1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.5M
2
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.33M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.75M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.18M
5
GOVI icon
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
+$1.09M

Top Sells

1
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.44M
2
HOOD icon
Robinhood
HOOD
+$1.57M
3
PM icon
Philip Morris
PM
+$1.19M
4
NVDA icon
NVIDIA
NVDA
+$1.12M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$1.12M

Sector Composition

1 Technology 29.24%
2 Financials 8.22%
3 Healthcare 7.09%
4 Communication Services 5.4%
5 Consumer Discretionary 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GBTC icon
101
Grayscale Bitcoin Trust
GBTC
$9.66B
$677K 0.19%
7,983
-124
-2% -$9.64K
VTV icon
102
Vanguard Value ETF
VTV
$187B
$669K 0.18%
3,787
– –
PM icon
103
Philip Morris
PM
$296B
$662K 0.18%
3,633
-6,924
-66% -$1.19M
ABT icon
104
Abbott
ABT
$172B
$659K 0.18%
4,848
-208
-4% -$27.4K
IWD icon
105
iShares Russell 1000 Value ETF
IWD
$82.4B
$658K 0.18%
3,388
-55
-2% -$10.2K
PEP icon
106
PepsiCo
PEP
$190B
$647K 0.18%
4,900
-78
-2% -$10.5K
VWO icon
107
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$637K 0.18%
12,882
+10
+0.1% +$464
MCD icon
108
McDonald's
MCD
$194B
$635K 0.17%
2,173
-82
-4% -$25.3K
COP icon
109
ConocoPhillips
COP
$137B
$634K 0.17%
7,066
– –
CYBR
110
DELISTED
CyberArk
CYBR
$610K 0.17%
1,500
+500
+50% +$182K
MGK icon
111
Vanguard Mega Cap Growth ETF
MGK
$33.2B
$603K 0.17%
8,230
– –
SHOP icon
112
Shopify
SHOP
$162B
$589K 0.16%
5,107
+35
+0.7% +$3.5K
LMT icon
113
Lockheed Martin
LMT
$118B
$589K 0.16%
1,271
+5
+0.4% +$2.34K
VHT icon
114
Vanguard Health Care ETF
VHT
$18.1B
$584K 0.16%
2,352
– –
COIN icon
115
Coinbase
COIN
$42.3B
$573K 0.16%
1,635
+188
+13% +$44K
IWP icon
116
iShares Russell Mid-Cap Growth ETF
IWP
$20.3B
$565K 0.16%
4,072
– –
T icon
117
AT&T
T
$153B
$564K 0.16%
19,505
-2,099
-10% -$57.8K
VGT icon
118
Vanguard Information Technology ETF
VGT
$140B
$564K 0.15%
6,800
+360
+6% +$26.2K
CVX icon
119
Chevron
CVX
$366B
$546K 0.15%
3,810
-407
-10% -$57.4K
LOW icon
120
Lowe's Companies
LOW
$121B
$532K 0.15%
2,397
-160
-6% -$35.7K
VEU icon
121
Vanguard FTSE All-World ex-US ETF
VEU
$66.1B
$526K 0.14%
7,823
– –
IWR icon
122
iShares Russell Mid-Cap ETF
IWR
$57B
$525K 0.14%
5,706
– –
RSI icon
123
Rush Street Interactive
RSI
$3.38B
$523K 0.14%
35,100
– –
EEM icon
124
iShares MSCI Emerging Markets ETF
EEM
$28.4B
$515K 0.14%
10,676
-297
-3% -$13.4K
VO icon
125
Vanguard Mid-Cap ETF
VO
$106B
$513K 0.14%
7,340
– –
3 4
5
6 7

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MFS
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MIC
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FC
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TCMP
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BRF
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EIA
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OCM
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Westmount Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Westmount Partners held 257 positions worth $364M, up 11% from $328M the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Westmount Partners's Q2 2025 filing shows 18 new, 83 increased, 87 reduced and 11 closed positions. Its largest new stake was Invesco Equal Weight 0-30 Year Treasury ETF: 40,000 shares worth $2.05M. The largest sale was Vanguard S&P 500 ETF, an estimated $3.44M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 27% a quarter earlier, followed by Financials and Healthcare.

  • Westmount Partners's largest Q2 2025 buy was Invesco Equal Weight 0-30 Year Treasury ETF: 40,000 shares worth $2.05M.
  • Westmount Partners added most to Vanguard Total Stock Market ETF in Q2 2025, an estimated $2.5M increase.
  • Westmount Partners's biggest Q2 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $3.44M.
  • Westmount Partners fully exited iShares Core MSCI International Developed Markets ETF in Q2 2025, selling an estimated $1.12M.
  • Westmount Partners's ten largest holdings make up 37% of its $364M portfolio in Q2 2025.
  • Westmount Partners opened 18 new positions and closed 11 in Q2 2025.
  • Westmount Partners's portfolio value rose 11% quarter-over-quarter to $364M.

Based on Westmount Partners's 13F filing for Q2 2025, filed 9 Jul 2025.