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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
RSI icon
101
Rush Street Interactive
RSI
$3.35B
$704K 0.18%
35,100
– –
VWO icon
102
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$703K 0.18%
12,899
+17
+0.1% +$876
IWD icon
103
iShares Russell 1000 Value ETF
IWD
$81.9B
$691K 0.18%
3,388
– –
VTV icon
104
Vanguard Value ETF
VTV
$186B
$684K 0.18%
3,662
-125
-3% -$22.6K
AXP icon
105
American Express
AXP
$242B
$684K 0.18%
2,081
-996
-32% -$317K
COP icon
106
ConocoPhillips
COP
$140B
$668K 0.17%
6,997
-69
-1% -$6.52K
COIN icon
107
Coinbase
COIN
$41.4B
$656K 0.17%
1,896
+261
+16% +$88.5K
MSB
108
Mesabi Trust
MSB
$320M
$653K 0.17%
20,856
– –
ABT icon
109
Abbott
ABT
$175B
$652K 0.17%
4,883
+35
+0.7% +$4.59K
APO icon
110
Apollo Global Management
APO
$69.5B
$650K 0.17%
5,000
– –
MCD icon
111
McDonald's
MCD
$190B
$649K 0.17%
2,161
-12
-0.6% -$3.65K
VGT icon
112
Vanguard Information Technology ETF
VGT
$139B
$640K 0.17%
6,800
– –
VHT icon
113
Vanguard Health Care ETF
VHT
$18B
$627K 0.16%
2,352
– –
LMT icon
114
Lockheed Martin
LMT
$117B
$626K 0.16%
1,255
-16
-1% -$7.26K
BA icon
115
Boeing
BA
$169B
$619K 0.16%
2,876
-532
-16% -$120K
TSM icon
116
TSMC
TSM
$2.07T
$613K 0.16%
2,126
– –
LOW icon
117
Lowe's Companies
LOW
$117B
$593K 0.15%
2,391
-6
-0.3% -$1.47K
EEM icon
118
iShares MSCI Emerging Markets ETF
EEM
$28B
$586K 0.15%
10,894
+218
+2% +$10.9K
PM icon
119
Philip Morris
PM
$301B
$582K 0.15%
3,615
-18
-0.5% -$3.03K
PEP icon
120
PepsiCo
PEP
$187B
$572K 0.15%
3,997
-903
-18% -$129K
CVX icon
121
Chevron
CVX
$373B
$567K 0.15%
3,666
-144
-4% -$22.3K
CLS icon
122
Celestica
CLS
$34.6B
$554K 0.14%
2,200
+200
+10% +$40.3K
VEU icon
123
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$551K 0.14%
7,662
-161
-2% -$11.1K
IWR icon
124
iShares Russell Mid-Cap ETF
IWR
$56.6B
$551K 0.14%
5,706
– –
SLV icon
125
iShares Silver Trust
SLV
$27.1B
$539K 0.14%
12,560
+1
+0% +$36
3 4
5
6 7

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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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LC
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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.