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
GLD icon
126
SPDR Gold Trust
GLD
$129B
$576K 0.14%
1,338
+4
+0.3% +$1.79K
T icon
127
AT&T
T
$152B
$567K 0.14%
19,549
+10
+0.1% +$267
LOW icon
128
Lowe's Companies
LOW
$118B
$565K 0.14%
2,392
-34
-1% -$8.87K
UNP icon
129
Union Pacific
UNP
$178B
$561K 0.14%
2,313
+408
+21% +$99.9K
CSCO icon
130
Cisco
CSCO
$443B
$560K 0.14%
7,223
+2,138
+42% +$167K
PSLV icon
131
Sprott Physical Silver Trust
PSLV
$11.4B
$558K 0.14%
+22,866
New +$624K
APO icon
132
Apollo Global Management
APO
$69.3B
$557K 0.14%
5,000
– –
VEU icon
133
Vanguard FTSE All-World ex-US ETF
VEU
$65.5B
$553K 0.14%
7,360
– –
IWR icon
134
iShares Russell Mid-Cap ETF
IWR
$56.5B
$542K 0.13%
5,573
-133
-2% -$13.3K
PXH icon
135
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.88B
$541K 0.13%
20,107
– –
TMO icon
136
Thermo Fisher Scientific
TMO
$199B
$539K 0.13%
1,096
-151
-12% -$81.9K
IEMG icon
137
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$532K 0.13%
7,625
+153
+2% +$11K
MO icon
138
Altria Group
MO
$124B
$530K 0.13%
8,034
+24
+0.3% +$1.54K
IEO icon
139
iShares US Oil & Gas Exploration & Production ETF
IEO
$563M
$530K 0.13%
4,243
+19
+0.4% +$2.01K
MSB
140
Mesabi Trust
MSB
$321M
$530K 0.13%
16,856
-4,000
-19% -$136K
DUK icon
141
Duke Energy
DUK
$97.2B
$528K 0.13%
4,034
-66
-2% -$8.25K
DE icon
142
Deere & Co
DE
$161B
$520K 0.13%
923
+10
+1% +$5.64K
VO icon
143
Vanguard Mid-Cap ETF
VO
$105B
$520K 0.13%
7,244
+20
+0.3% +$1.49K
GRMN
144
Garmin
GRMN
$48.1B
$512K 0.13%
2,205
+42
+2% +$9.4K
TOTL icon
145
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.15B
$510K 0.13%
12,834
+793
+7% +$31.9K
JMST icon
146
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.02B
$505K 0.12%
+9,900
New +$505K
NUE icon
147
Nucor
NUE
$53.9B
$496K 0.12%
2,931
+2
+0.1% +$349
CAH icon
148
Cardinal Health
CAH
$53.6B
$494K 0.12%
+2,338
New +$503K
GLNG icon
149
Golar LNG
GLNG
$5.05B
$491K 0.12%
9,071
+1
+0% +$44
PDN icon
150
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$347M
$490K 0.12%
11,296
– –
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 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.