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
+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
CRM icon
176
Salesforce
CRM
$140B
$332K 0.09%
1,216
-101
-8% -$27K
UNH icon
177
UnitedHealth
UNH
$393B
$330K 0.09%
1,057
+418
+65% +$160K
CSCO icon
178
Cisco
CSCO
$442B
$330K 0.09%
4,751
+5
+0.1% +$307
ACN icon
179
Accenture
ACN
$86.8B
$327K 0.09%
1,095
– –
ALNY icon
180
Alnylam Pharmaceuticals
ALNY
$36.5B
$326K 0.09%
1,000
– –
GPC icon
181
Genuine Parts
GPC
$17.3B
$325K 0.09%
2,677
+17
+0.6% +$2.04K
GS icon
182
Goldman Sachs
GS
$319B
$324K 0.09%
458
-71
-13% -$41.1K
GRMN
183
Garmin
GRMN
$48.5B
$324K 0.09%
1,554
-809
-34% -$161K
EIX icon
184
Edison International
EIX
$30B
$319K 0.09%
6,177
-1
-0% -$55
BLK icon
185
Blackrock
BLK
$167B
$318K 0.09%
303
– –
CVNA icon
186
Carvana
CVNA
$50.3B
$315K 0.09%
4,675
-450
-9% -$24.7K
CLS icon
187
Celestica
CLS
$34.3B
$312K 0.09%
+2,000
New +$213K
TSLX icon
188
Sixth Street Specialty
TSLX
$1.67B
$310K 0.09%
13,030
– –
PNC icon
189
PNC Financial Services
PNC
$101B
$310K 0.09%
1,663
– –
TMO icon
190
Thermo Fisher Scientific
TMO
$199B
$307K 0.08%
757
+10
+1% +$4.18K
DFUS
191
Dimensional US Equity ETF
DFUS
$20.9B
$306K 0.08%
4,561
– –
DVY icon
192
iShares Select Dividend ETF
DVY
$23.9B
$305K 0.08%
2,298
-62
-3% -$8.03K
SHEL icon
193
Shell
SHEL
$241B
$304K 0.08%
4,317
– –
AMP icon
194
Ameriprise Financial
AMP
$47.8B
$303K 0.08%
568
– –
LRCX icon
195
Lam Research
LRCX
$397B
$301K 0.08%
3,095
– –
TME icon
196
Tencent Music
TME
$15B
$292K 0.08%
15,000
-5,000
-25% -$78.6K
FENI icon
197
Fidelity Enhanced International ETF
FENI
$10.3B
$291K 0.08%
8,759
+93
+1% +$2.91K
VXF icon
198
Vanguard Extended Market ETF
VXF
$30.5B
$284K 0.08%
1,476
-2,598
-64% -$461K
QDF icon
199
FlexShares Quality Dividend Index Fund
QDF
$2.22B
$284K 0.08%
3,885
– –
REXR icon
200
Rexford Industrial Realty
REXR
$8.46B
$284K 0.08%
7,990
– –
6 7
8
9 10

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 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.