Westmount Partners, LLC Top Holdings and 13F Report (2025)

About Westmount Partners, LLC

Investment Activity

Westmount Partners, LLC has $327.86 million in total holdings as of March 31, 2025.
Westmount Partners, LLC owns shares of 239 different stocks, but just 80 companies or ETFs make up 80% of its holdings.
Approximately 9.21% of the portfolio was purchased this quarter.
About 3.70% of the portfolio was sold this quarter.
This quarter, Westmount Partners, LLC has purchased 218 new stocks and bought additional shares in 87 stocks.
Westmount Partners, LLC sold shares of 78 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Apple: $36,426,728
Vanguard S&P 500 ETF: $15,946,592
Microsoft: $13,213,667
Berkshire Hathaway: $9,087,945
NVIDIA: $9,038,693

Largest New Holdings this Quarter

78468R663 - SPDR Bloomberg Barclays 1-3 Month T-Bill ETF: $5,421,518 Holding
808524771 - Schwab Fundamental U.S. Large Company ETF: $1,884,715 Holding
084670108 - Berkshire Hathaway: $1,596,883 Holding
808524755 - Schwab Fundamental International Equity ETF: $1,353,326 Holding
46435G326 - iShares Core MSCI International Developed Markets ETF: $1,116,845 Holding

Largest Purchases this Quarter

SPDR Bloomberg Barclays 1-3 Month T-Bill ETF: 59,103 shares (about $5.42M)
Vanguard S&P 500 ETF: 4,173 shares (about $2.14M)
Schwab Fundamental U.S. Large Company ETF: 79,827 shares (about $1.88M)
Schwab US Large-Cap ETF: 73,919 shares (about $1.63M)
Berkshire Hathaway: 2 shares (about $1.60M)

Largest Sales this Quarter

CACI International: 6,903 shares (about $2.53M)
Chevron: 3,025 shares (about $506.10K)
Microsoft: 1,265 shares (about $474.87K)
Home Depot: 1,181 shares (about $432.83K)
Costco Wholesale: 427 shares (about $403.86K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$36,426,728	$89,963 ▼	-0.2%	163,988	11.1%	Computer and Technology
VOO Vanguard S&P 500 ETF	$15,946,592	$2,144,542 ▲	15.5%	31,030	4.9%	ETF
MSFT Microsoft	$13,213,667	$474,866 ▼	-3.5%	35,200	4.0%	Computer and Technology
BRK.B Berkshire Hathaway	$9,087,945	$166,698 ▼	-1.8%	17,064	2.8%	Finance
NVDA NVIDIA	$9,038,693	$21,026 ▲	0.2%	83,398	2.8%	Computer and Technology
CACI CACI International	$8,215,339	$2,532,849 ▼	-23.6%	22,390	2.5%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$8,201,025	$78,872 ▼	-1.0%	14,661	2.5%	Finance
AVGO Broadcom	$8,067,788	$39,011 ▼	-0.5%	48,186	2.5%	Computer and Technology
AMZN Amazon.com	$7,341,030	$73,631 ▲	1.0%	38,584	2.2%	Retail/Wholesale
IVV iShares Core S&P 500 ETF	$6,592,341	$128,678 ▲	2.0%	11,732	2.0%	ETF
VT Vanguard Total World Stock ETF	$5,663,743	$276,427 ▲	5.1%	48,846	1.7%	ETF
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$5,421,518	$5,421,518 ▲	New Holding	59,103	1.7%	ETF
WMT Walmart	$4,835,188	$66,106 ▼	-1.3%	55,077	1.5%	Retail/Wholesale
IBM International Business Machines	$4,754,880	$72,857 ▼	-1.5%	19,122	1.5%	Computer and Technology
MASI Masimo	$4,330,101		0.0%	25,991	1.3%	Medical
GOOGL Alphabet	$3,980,295	$179,692 ▲	4.7%	25,739	1.2%	Computer and Technology
QQQ Invesco QQQ	$3,894,674	$30,010 ▲	0.8%	8,306	1.2%	Finance
ILMN Illumina	$3,777,298		0.0%	47,609	1.2%	Medical
COST Costco Wholesale	$3,266,826	$403,861 ▼	-11.0%	3,454	1.0%	Retail/Wholesale
META Meta Platforms	$3,047,313	$209,802 ▼	-6.4%	5,287	0.9%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$2,989,994	$9,070 ▼	-0.3%	10,879	0.9%	ETF
NFLX Netflix	$2,969,229	$41,965 ▼	-1.4%	3,184	0.9%	Consumer Discretionary
PG Procter & Gamble	$2,867,536	$321,418 ▼	-10.1%	16,826	0.9%	Consumer Staples
KFY Korn Ferry	$2,825,526		0.0%	41,656	0.9%	Business Services
AMEH Apollo Medical	$2,725,438	$75,819 ▼	-2.7%	87,889	0.8%	Medical
ORCL Oracle	$2,636,563	$17,057 ▼	-0.6%	18,858	0.8%	Computer and Technology
HD Home Depot	$2,577,550	$432,829 ▼	-14.4%	7,033	0.8%	Retail/Wholesale
DFUV Dimensional US Marketwide Value ETF	$2,482,490		0.0%	60,240	0.8%	ETF
SCHX Schwab US Large-Cap ETF	$2,324,880	$1,632,139 ▲	235.6%	105,293	0.7%	ETF
V Visa	$2,305,892	$9,812 ▼	-0.4%	6,580	0.7%	Business Services
HOOD Robinhood Markets	$2,304,957	$31,215 ▲	1.4%	55,381	0.7%	Finance
WFC Wells Fargo & Company	$2,270,455	$19,671 ▲	0.9%	31,626	0.7%	Finance
JPM JPMorgan Chase & Co.	$2,180,991	$154,541 ▼	-6.6%	8,891	0.7%	Finance
JNJ Johnson & Johnson	$2,179,602	$134,992 ▼	-5.8%	13,143	0.7%	Medical
USFR WisdomTree Bloomberg Floating Rate Treasury Fund	$2,159,982	$46,304 ▼	-2.1%	42,916	0.7%	Finance
IWM iShares Russell 2000 ETF	$2,144,833	$77,399 ▲	3.7%	10,752	0.7%	Finance
GOOG Alphabet	$2,120,576	$117,332 ▲	5.9%	13,573	0.6%	Computer and Technology
EFA iShares MSCI EAFE ETF	$2,084,516	$15,202 ▲	0.7%	25,505	0.6%	Finance
DIS Walt Disney	$2,029,674	$11,351 ▼	-0.6%	20,564	0.6%	Consumer Discretionary
ISRG Intuitive Surgical	$1,902,332	$24,763 ▲	1.3%	3,841	0.6%	Medical
FNDX Schwab Fundamental U.S. Large Company ETF	$1,884,715	$1,884,715 ▲	New Holding	79,827	0.6%	ETF
AOA iShares Core 80/20 Aggressive Allocation ETF	$1,836,395	$135,559 ▲	8.0%	24,005	0.6%	ETF
LLY Eli Lilly and Company	$1,770,647	$61,940 ▲	3.6%	2,144	0.5%	Medical
XOM Exxon Mobil	$1,711,956	$92,763 ▼	-5.1%	14,395	0.5%	Energy
PM Philip Morris International	$1,675,706	$207,777 ▼	-11.0%	10,557	0.5%	Consumer Staples
SPC CrossingBridge Pre-Merger SPAC ETF	$1,661,859	$79,648 ▼	-4.6%	79,287	0.5%	ETF
DFAS Dimensional U.S. Small Cap ETF	$1,622,511	$82,933 ▼	-4.9%	27,155	0.5%	ETF
BRK.A Berkshire Hathaway	$1,596,883	$1,596,883 ▲	New Holding	2	0.5%	Finance
QCOM QUALCOMM	$1,549,426	$6,451 ▲	0.4%	10,087	0.5%	Computer and Technology
IVW iShares S&P 500 Growth ETF	$1,365,415	$2,785 ▼	-0.2%	14,709	0.4%	ETF
FNDF Schwab Fundamental International Equity ETF	$1,353,326	$1,353,326 ▲	New Holding	37,447	0.4%	ETF
TSLA Tesla	$1,345,781	$277,553 ▲	26.0%	5,193	0.4%	Auto/Tires/Trucks
VUG Vanguard Growth ETF	$1,326,960	$105,326 ▲	8.6%	3,578	0.4%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$1,300,013	$3,172 ▲	0.2%	10,655	0.4%	ETF
SPGI S&P Global	$1,250,942	$30,486 ▲	2.5%	2,462	0.4%	Business Services
IVE iShares S&P 500 Value ETF	$1,227,463	$2,668 ▲	0.2%	6,441	0.4%	ETF
SDY SPDR S&P Dividend ETF	$1,218,173	$3,392 ▲	0.3%	8,978	0.4%	ETF
AMGN Amgen	$1,211,903	$128,044 ▼	-9.6%	3,890	0.4%	Medical
SCHF Schwab International Equity ETF	$1,189,134	$867,709 ▲	270.0%	60,118	0.4%	ETF
VEA Vanguard FTSE Developed Markets ETF	$1,171,704	$4,778 ▼	-0.4%	23,051	0.4%	ETF
MO Altria Group	$1,147,758	$1,500 ▲	0.1%	19,123	0.4%	Consumer Staples
IWF iShares Russell 1000 Growth ETF	$1,129,904	$128,193 ▼	-10.2%	3,129	0.3%	ETF
IWB iShares Russell 1000 ETF	$1,126,879		0.0%	3,674	0.3%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$1,124,629	$796,437 ▲	242.7%	20,838	0.3%	ETF
IDEV iShares Core MSCI International Developed Markets ETF	$1,116,845	$1,116,845 ▲	New Holding	16,212	0.3%	ETF
FNDA Schwab Fundamental U.S. Small Company ETF	$1,111,459	$1,111,459 ▲	New Holding	40,579	0.3%	ETF
ABBV AbbVie	$1,072,497	$5,447 ▼	-0.5%	5,119	0.3%	Medical
SCHA Schwab US Small-Cap ETF	$1,042,001	$374,177 ▲	56.0%	44,473	0.3%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$1,015,651	$125,358 ▼	-11.0%	12,866	0.3%	ETF
FICO Fair Isaac	$1,005,067	$18,442 ▲	1.9%	545	0.3%	Computer and Technology
RDNT RadNet	$994,400		0.0%	20,000	0.3%	Medical
WSM Williams-Sonoma	$989,646	$2,846 ▲	0.3%	6,260	0.3%	Retail/Wholesale
PSX Phillips 66	$979,870	$247 ▲	0.0%	7,935	0.3%	Energy
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$945,951		0.0%	36,105	0.3%	ETF
IJR iShares Core S&P Small-Cap ETF	$942,316	$47,999 ▼	-4.8%	9,011	0.3%	ETF
BAC Bank of America	$933,234	$3,380 ▼	-0.4%	22,364	0.3%	Finance
XLK Technology Select Sector SPDR Fund	$932,051		0.0%	4,514	0.3%	ETF
KO Coca-Cola	$923,436	$104,920 ▼	-10.2%	12,894	0.3%	Consumer Staples
HON Honeywell International	$915,621	$87,878 ▼	-8.8%	4,324	0.3%	Multi-Sector Conglomerates
AXP American Express	$893,740	$126,447 ▲	16.5%	3,322	0.3%	Finance
IEFA iShares Core MSCI EAFE ETF	$892,114	$7,640 ▲	0.9%	11,793	0.3%	ETF
MGV Vanguard Mega Cap Value ETF	$854,150		0.0%	6,630	0.3%	ETF
SCZ iShares MSCI EAFE Small-Cap ETF	$837,540	$24,269 ▼	-2.8%	13,183	0.3%	ETF
VIG Vanguard Dividend Appreciation ETF	$813,828	$60,140 ▼	-6.9%	4,195	0.2%	ETF
FNDE Schwab Fundamental Emerging Markets Equity ETF	$799,476	$799,476 ▲	New Holding	25,957	0.2%	ETF
IYR iShares U.S. Real Estate ETF	$782,774	$34,854 ▲	4.7%	8,175	0.2%	ETF
IEO iShares U.S. Oil & Gas Exploration & Production ETF	$779,239	$58,828 ▲	8.2%	8,239	0.2%	ETF
BX Blackstone	$759,632	$9,366 ▼	-1.2%	5,434	0.2%	Finance
SCHE Schwab Emerging Markets Equity ETF	$758,396	$758,396 ▲	New Holding	27,508	0.2%	ETF
MSTR Strategy	$756,420	$132,028 ▲	21.1%	2,624	0.2%	Computer and Technology
PEP PepsiCo	$746,417	$292,089 ▼	-28.1%	4,978	0.2%	Consumer Staples
COP ConocoPhillips	$742,071	$6,091 ▼	-0.8%	7,066	0.2%	Energy
CRBN iShares MSCI ACWI Low Carbon Target ETF	$736,850	$7,265 ▲	1.0%	3,854	0.2%	ETF
SCHB Schwab US Broad Market ETF	$733,549	$2,067 ▲	0.3%	34,071	0.2%	ETF
IJH iShares Core S&P Mid-Cap ETF	$731,325	$7,586 ▲	1.0%	12,533	0.2%	ETF
CVX Chevron	$705,529	$506,100 ▼	-41.8%	4,217	0.2%	Energy
MCD McDonald's	$704,501	$280,551 ▼	-28.5%	2,255	0.2%	Retail/Wholesale
SRE Sempra	$702,313	$46,098 ▼	-6.2%	9,842	0.2%	Utilities
VXF Vanguard Extended Market ETF	$701,787	$447,531 ▲	176.0%	4,074	0.2%	ETF
AOR iShares Core 60/40 Balanced Allocation ETF	$698,183	$23,085 ▼	-3.2%	12,128	0.2%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Westmount Partners, LLC Top Holdings and 13F Report (2025)

About Westmount Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Westmount Partners, LLC Top Holdings and 13F Report (2025)

About Westmount Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWestmount Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools