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
CVX icon
101
Chevron
CVX
$371B
$751K 0.19%
3,632
-80
-2% -$14.6K
VB icon
102
Vanguard Small-Cap ETF
VB
$80B
$743K 0.18%
2,836
-276
-9% -$74.7K
PANW icon
103
Palo Alto Networks
PANW
$296B
$737K 0.18%
+4,600
New +$773K
PEP icon
104
PepsiCo
PEP
$186B
$729K 0.18%
4,693
+681
+17% +$106K
DFAT icon
105
Dimensional US Targeted Value ETF
DFAT
$14.5B
$728K 0.18%
11,656
+2,780
+31% +$177K
IWD icon
106
iShares Russell 1000 Value ETF
IWD
$82B
$724K 0.18%
3,388
– –
VTV icon
107
Vanguard Value ETF
VTV
$187B
$719K 0.18%
3,663
+1
+0% +$200
VWO icon
108
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$711K 0.18%
13,160
+128
+1% +$7.17K
VCIT icon
109
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.7B
$697K 0.17%
+8,420
New +$705K
NEE icon
110
NextEra Energy
NEE
$186B
$688K 0.17%
7,402
+742
+11% +$66K
VTES icon
111
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.09B
$687K 0.17%
+6,797
New +$693K
MCD icon
112
McDonald's
MCD
$190B
$685K 0.17%
2,204
+31
+1% +$9.88K
MA icon
113
Mastercard
MA
$479B
$676K 0.17%
1,352
-11
-0.8% -$5.79K
LRCX icon
114
Lam Research
LRCX
$396B
$669K 0.16%
3,130
+34
+1% +$7.6K
MGK icon
115
Vanguard Mega Cap Growth ETF
MGK
$32.8B
$656K 0.16%
8,925
-40
-0.4% -$3.14K
GEV icon
116
GE Vernova
GEV
$287B
$655K 0.16%
750
+321
+75% +$250K
CRWD icon
117
CrowdStrike
CRWD
$212B
$650K 0.16%
6,660
+4,320
+185% +$458K
VHT icon
118
Vanguard Health Care ETF
VHT
$18.1B
$641K 0.16%
2,352
– –
BMY icon
119
Bristol-Myers Squibb
BMY
$124B
$629K 0.15%
10,367
+11
+0.1% +$641
SHOP icon
120
Shopify
SHOP
$161B
$629K 0.15%
5,300
-77
-1% -$10.1K
BX icon
121
Blackstone
BX
$156B
$628K 0.15%
5,459
+19
+0.3% +$2.47K
DFIC icon
122
Dimensional International Core Equity 2 ETF
DFIC
$14.4B
$595K 0.15%
+16,750
New +$609K
JBND icon
123
JPMorgan Active Bond ETF
JBND
$8.32B
$591K 0.15%
+11,000
New +$596K
MRK icon
124
Merck
MRK
$315B
$588K 0.14%
4,890
+319
+7% +$36.8K
PM icon
125
Philip Morris
PM
$297B
$581K 0.14%
3,511
+9
+0.3% +$1.56K
3 4
5
6 7

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.