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

Rank Stock Value
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

Rank Stock Value
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 Morningstar Mega Cap Value ETF
MGV
+$870K

Sector Composition

Rank Sector Weight
1 Miscellaneous 35.46%
2 Technology 31.23%
3 Financials 7.75%
4 Healthcare 6.85%
5 Communication Services 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DVY icon
201
iShares Select Dividend ETF
DVY
$23.9B
$276K 0.07%
1,941
-357
-16% -$49.4K
MFC icon
202
Manulife Financial
MFC
$73.5B
$271K 0.07%
8,608
– –
ED icon
203
Consolidated Edison
ED
$39.7B
$271K 0.07%
2,757
– –
CVS icon
204
CVS Health
CVS
$124B
$269K 0.07%
3,493
– –
CWB icon
205
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.64B
$268K 0.07%
2,940
+8
+0.3% +$688
IJK icon
206
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$267K 0.07%
2,776
– –
STWD icon
207
Starwood Property Trust
STWD
$5.95B
$264K 0.07%
13,579
+85
+0.6% +$1.71K
MS icon
208
Morgan Stanley
MS
$342B
$264K 0.07%
1,680
+19
+1% +$2.81K
VNQ icon
209
Vanguard Real Estate ETF
VNQ
$38.1B
$262K 0.07%
2,861
+19
+0.7% +$1.72K
AMD icon
210
Advanced Micro Devices
AMD
$780B
$261K 0.07%
1,591
-68
-4% -$11K
MMM icon
211
3M
MMM
$86.9B
$259K 0.07%
1,661
+3
+0.2% +$463
QDF icon
212
Northern Trust Quality Dividend ETF
QDF
$2.24B
$258K 0.07%
3,239
-646
-17% -$49.4K
SYK icon
213
Stryker
SYK
$116B
$255K 0.07%
700
+22
+3% +$8.5K
RL icon
214
Ralph Lauren
RL
$20.9B
$255K 0.07%
803
– –
XLE icon
215
State Street Energy Select Sector SPDR ETF
XLE
$41.7B
$255K 0.07%
5,700
– –
DFIV icon
216
Dimensional International Value ETF
DFIV
$22.4B
$254K 0.07%
5,481
– –
BSX icon
217
Boston Scientific
BSX
$69.3B
$253K 0.07%
2,639
– –
TJX icon
218
TJX Companies
TJX
$145B
$251K 0.06%
1,740
-35
-2% -$4.65K
IDXX icon
219
Idexx Laboratories
IDXX
$42.2B
$248K 0.06%
400
– –
ACWI icon
220
iShares MSCI ACWI ETF
ACWI
$33.5B
$246K 0.06%
1,770
– –
NYT icon
221
New York Times
NYT
$10.9B
$246K 0.06%
4,414
– –
PFE icon
222
Pfizer
PFE
$162B
$240K 0.06%
8,826
-5,165
-37% -$127K
ICE icon
223
Intercontinental Exchange
ICE
$90.5B
$238K 0.06%
1,463
– –
MAT icon
224
Mattel
MAT
$4.15B
$236K 0.06%
13,637
– –
EAOA
225
DELISTED
iShares ESG Aware Aggressive Allocation ETF
EAOA
$232K 0.06%
5,665
+6
+0.1% +$236
7 8
9
10 11

Similar funds

SA
Strategic Advisors New York $457M AUM 21.35% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return
WPW
Warther Private Wealth Akron, Ohio $456M AUM 16.08% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $458M AUM 29.73% 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 Miscellaneous at 35% of assets, down from 36% a quarter earlier, followed by Technology and Financials.

  • 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.