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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
-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
COIN icon
176
Coinbase
COIN
$41.4B
$377K 0.09%
2,157
+561
+35% +$110K
AOM icon
177
iShares Core Moderate Allocation ETF
AOM
$1.77B
$376K 0.09%
7,941
+861
+12% +$41.5K
KLAC icon
178
KLA
KLAC
$279B
$374K 0.09%
+2,540
New +$372K
VZ icon
179
Verizon
VZ
$182B
$373K 0.09%
7,432
+252
+4% +$11.7K
AMD icon
180
Advanced Micro Devices
AMD
$811B
$370K 0.09%
1,818
-225
-11% -$48K
NYT icon
181
New York Times
NYT
$12.3B
$370K 0.09%
4,414
– –
VSS icon
182
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.3B
$368K 0.09%
2,527
– –
RTX icon
183
RTX Corp
RTX
$260B
$368K 0.09%
1,909
-56
-3% -$11.1K
TIP icon
184
iShares TIPS Bond ETF
TIP
$14.5B
$358K 0.09%
3,240
– –
SBUX icon
185
Starbucks
SBUX
$120B
$354K 0.09%
3,953
+223
+6% +$21.1K
PFE icon
186
Pfizer
PFE
$143B
$354K 0.09%
12,598
+2,196
+21% +$58.5K
XLE icon
187
State Street Energy Select Sector SPDR ETF
XLE
$38.2B
$352K 0.09%
5,752
+52
+0.9% +$2.79K
DIHP icon
188
Dimensional International High Profitability ETF
DIHP
$6.16B
$350K 0.09%
+10,850
New +$360K
JMUB icon
189
JPMorgan Municipal ETF
JMUB
$8.07B
$349K 0.09%
+6,985
New +$354K
CUSD
190
DELISTED
CrossingBridge Ultra-Short Duration ETF
CUSD
$349K 0.09%
17,831
-7,094
-28% -$137K
CVNA icon
191
Carvana
CVNA
$48.2B
$347K 0.09%
5,515
-70
-1% -$5.19K
WM icon
192
Waste Management
WM
$96B
$338K 0.08%
1,469
+5
+0.3% +$1.15K
FENI icon
193
Fidelity Enhanced International ETF
FENI
$10.3B
$333K 0.08%
8,954
+66
+0.7% +$2.54K
ALNY icon
194
Alnylam Pharmaceuticals
ALNY
$35.7B
$331K 0.08%
1,000
– –
PNC icon
195
PNC Financial Services
PNC
$101B
$328K 0.08%
1,578
-33
-2% -$7.18K
PYLD icon
196
PIMCO Multi Sector Bond Active ETF
PYLD
$14.8B
$324K 0.08%
+12,380
New +$330K
NU icon
197
Nu Holdings
NU
$65.7B
$321K 0.08%
22,351
– –
PLTR icon
198
Palantir
PLTR
$317B
$319K 0.08%
2,184
-254
-10% -$38.8K
NOW icon
199
ServiceNow
NOW
$106B
$316K 0.08%
3,020
+1,535
+103% +$181K
BLK icon
200
Blackrock
BLK
$166B
$316K 0.08%
328
+14
+4% +$14.7K
6 7
8
9 10

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MIC
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FC
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TCMP
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BRF
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EIA
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OCM
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LC
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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.