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
T icon
126
AT&T
T
$152B
$535K 0.14%
19,412
-93
-0.5% -$2.64K
VO icon
127
Vanguard Mid-Cap ETF
VO
$106B
$528K 0.14%
7,200
-140
-2% -$10.1K
RDDT icon
128
Reddit
RDDT
$34.9B
$519K 0.13%
2,564
-348
-12% -$71K
DFAT icon
129
Dimensional US Targeted Value ETF
DFAT
$14.5B
$519K 0.13%
8,876
– –
NEE icon
130
NextEra Energy
NEE
$185B
$514K 0.13%
6,535
-51
-0.8% -$3.73K
PXH icon
131
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.88B
$514K 0.13%
20,107
– –
GRAL
132
GRAIL Inc
GRAL
$3.12B
$504K 0.13%
8,129
+100
+1% +$3.82K
URI icon
133
United Rentals
URI
$65.5B
$504K 0.13%
523
– –
MSTR icon
134
Strategy Inc
MSTR
$34.4B
$497K 0.13%
1,470
+891
+154% +$331K
TOTL icon
135
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.15B
$496K 0.13%
12,244
+1,099
+10% +$44.1K
DUK icon
136
Duke Energy
DUK
$97.5B
$494K 0.13%
4,034
-23
-0.6% -$2.79K
BMY icon
137
Bristol-Myers Squibb
BMY
$124B
$494K 0.13%
10,408
+13
+0.1% +$607
GLD icon
138
SPDR Gold Trust
GLD
$130B
$489K 0.13%
1,374
+3
+0.2% +$956
PLTR icon
139
Palantir
PLTR
$317B
$486K 0.13%
2,626
+24
+0.9% +$3.89K
BOND icon
140
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.29B
$485K 0.13%
5,208
+367
+8% +$33.9K
SGOV icon
141
iShares 0-3 Month Treasury Bond ETF
SGOV
$97.5B
$472K 0.12%
4,701
+693
+17% +$69.7K
PDN icon
142
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$348M
$466K 0.12%
11,296
– –
ALNY icon
143
Alnylam Pharmaceuticals
ALNY
$35.7B
$461K 0.12%
1,000
– –
NU icon
144
Nu Holdings
NU
$65.6B
$447K 0.12%
+29,415
New +$410K
UNP icon
145
Union Pacific
UNP
$179B
$445K 0.11%
1,896
+9
+0.5% +$2.03K
IXUS icon
146
iShares Core MSCI Total International Stock ETF
IXUS
$57.4B
$445K 0.11%
5,348
-361
-6% -$28.7K
IUSG icon
147
iShares Core S&P US Growth ETF
IUSG
$31.4B
$445K 0.11%
2,690
+2
+0.1% +$314
LRCX icon
148
Lam Research
LRCX
$392B
$442K 0.11%
3,096
+1
+0% +$106
DE icon
149
Deere & Co
DE
$161B
$428K 0.11%
948
+3
+0.3% +$1.48K
SCHW
150
Charles Schwab
SCHW
$177B
$428K 0.11%
4,642
+10
+0.2% +$949
4 5
6
7 8

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.