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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
SGOV icon
151
iShares 0-3 Month Treasury Bond ETF
SGOV
$97.5B
$404K 0.11%
+4,008
New +$403K
BKNG icon
152
Booking.com
BKNG
$139B
$399K 0.11%
+1,725
New +$353K
ETN icon
153
Eaton
ETN
$154B
$399K 0.11%
1,118
+148
+15% +$45.6K
URI icon
154
United Rentals
URI
$67B
$394K 0.11%
523
-100
-16% -$66.9K
SBUX icon
155
Starbucks
SBUX
$122B
$383K 0.11%
4,176
+61
+1% +$5.29K
NUE icon
156
Nucor
NUE
$53.7B
$379K 0.1%
+2,929
New +$342K
PAYX icon
157
Paychex
PAYX
$40.4B
$379K 0.1%
2,604
+15
+0.6% +$2.26K
VYM icon
158
Vanguard High Dividend Yield ETF
VYM
$80.5B
$377K 0.1%
2,831
+15
+0.5% +$1.9K
GLNG icon
159
Golar LNG
GLNG
$5.01B
$373K 0.1%
9,066
-2,998
-25% -$118K
NOW icon
160
ServiceNow
NOW
$106B
$372K 0.1%
1,810
-225
-11% -$42.4K
CSX icon
161
CSX Corp
CSX
$94.8B
$372K 0.1%
11,390
-18
-0.2% -$542
SCHV
162
Schwab US Large-Cap Value ETF
SCHV
$15.6B
$367K 0.1%
13,277
– –
MRK icon
163
Merck
MRK
$325B
$367K 0.1%
4,638
-15
-0.3% -$1.19K
NKE icon
164
Nike
NKE
$65.5B
$367K 0.1%
5,165
+146
+3% +$8.76K
TIP icon
165
iShares TIPS Bond ETF
TIP
$14.5B
$357K 0.1%
3,240
-1,135
-26% -$124K
PLTR icon
166
Palantir
PLTR
$317B
$355K 0.1%
+2,602
New +$305K
CRWD icon
167
CrowdStrike
CRWD
$211B
$348K 0.1%
2,732
– –
GILD icon
168
Gilead Sciences
GILD
$172B
$345K 0.09%
3,110
+10
+0.3% +$1.06K
IEMG icon
169
iShares Core MSCI Emerging Markets ETF
IEMG
$148B
$342K 0.09%
5,705
-15,133
-73% -$844K
VSS icon
170
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.2B
$340K 0.09%
2,527
– –
PFE icon
171
Pfizer
PFE
$144B
$339K 0.09%
13,991
-907
-6% -$21.2K
CDNS icon
172
Cadence Design Systems
CDNS
$90.5B
$339K 0.09%
1,100
+100
+10% +$29.1K
TQQQ icon
173
ProShares UltraPro QQQ
TQQQ
$32.3B
$338K 0.09%
+8,134
New +$257K
WM icon
174
Waste Management
WM
$97.4B
$334K 0.09%
1,461
+4
+0.3% +$928
AGG icon
175
iShares Core US Aggregate Bond ETF
AGG
$139B
$334K 0.09%
3,364
-80
-2% -$7.84K
5 6
7
8 9

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MIC
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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.