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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
+$24.7M
Cap. Flow %
6.09%
Top 10 Hldgs %
37.25%
Holding
282
New
36
Increased
121
Reduced
51
Closed
18

Top Buys

Rank Stock Value
1
VUG icon
Vanguard Morningstar 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

Rank Stock Value
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

Rank Sector Weight
1 Miscellaneous 34.19%
2 Technology 29.83%
3 Financials 7.62%
4 Healthcare 7.2%
5 Communication Services 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.67T
$43.8M 10.79%
172,733
+2,688
+2% +$700K
NVDA icon
2
NVIDIA
NVDA
$5.56T
$15.6M 3.84%
89,548
-236
-0.3% -$43.3K
AVGO icon
3
Broadcom
AVGO
$1.7T
$14.9M 3.67%
48,228
+4
+0% +$1.32K
VOO icon
4
Vanguard S&P 500 ETF
VOO
$1.03T
$14.4M 3.54%
24,098
+444
+2% +$278K
MSFT icon
5
Microsoft
MSFT
$3.71T
$14.1M 3.46%
37,984
+2,211
+6% +$925K
CACI icon
6
CACI
CACI
$13.8B
$11.6M 2.85%
21,316
– –
AMZN icon
7
Amazon
AMZN
$2.79T
$10M 2.46%
47,993
+6,175
+15% +$1.36M
GOOGL icon
8
Alphabet (Google) Class A
GOOGL
$4.14T
$9.42M 2.32%
32,765
+4,121
+14% +$1.29M
BRK.B icon
9
Berkshire Hathaway Class B
BRK.B
$1.08T
$8.78M 2.16%
18,321
+1,272
+7% +$624K
SPY icon
10
State Street SPDR S&P 500 ETF Trust
SPY
$815B
$8.7M 2.14%
13,375
-366
-3% -$249K
VT icon
11
Vanguard Total World Stock ETF
VT
$81.5B
$7.72M 1.9%
55,810
+1,280
+2% +$184K
IVV icon
12
iShares Core S&P 500 ETF
IVV
$889B
$7.62M 1.88%
11,662
+85
+0.7% +$58K
WMT icon
13
Walmart Inc
WMT
$850B
$7.1M 1.75%
57,101
+2,133
+4% +$262K
VTI icon
14
Vanguard Morningstar Total Stock Market ETF
VTI
$688B
$6.55M 1.61%
20,402
-703
-3% -$236K
QQQ icon
15
Invesco QQQ Trust
QQQ
$489B
$5.43M 1.34%
9,411
+1,492
+19% +$906K
IBM icon
16
IBM
IBM
$221B
$4.69M 1.15%
19,355
+67
+0.3% +$18.1K
GOOG icon
17
Alphabet (Google) Class C
GOOG
$4.1T
$4.6M 1.13%
16,036
+2,683
+20% +$843K
ILMN icon
18
Illumina
ILMN
$33B
$4.33M 1.07%
35,119
-4,984
-12% -$654K
MASI
19
DELISTED
Masimo
MASI
$4.31M 1.06%
24,232
– –
VUG icon
20
Vanguard Morningstar Growth ETF
VUG
$228B
$3.65M 0.9%
50,118
+28,584
+133% +$2.22M
COST icon
21
Costco
COST
$406B
$3.63M 0.89%
3,647
+180
+5% +$175K
AOA icon
22
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.31B
$3.29M 0.81%
37,232
+872
+2% +$79.4K
IJR icon
23
iShares Core S&P Small-Cap ETF
IJR
$110B
$3.27M 0.8%
26,302
+250
+1% +$31.8K
XOM icon
24
ExxonMobil
XOM
$656B
$3.12M 0.77%
18,399
+4,516
+33% +$659K
META icon
25
Meta Platforms (Facebook)
META
$1.57T
$3.08M 0.76%
5,381
-128
-2% -$82K
1
2 3 4 5

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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 $24.7M 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 Miscellaneous at 34% of assets, up from 34% a quarter earlier, followed by Technology and Financials.

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 Morningstar 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.