Westmount Partners, LLC Top Holdings and 13F Report (2025) About Westmount Partners, LLCInvestment ActivityWestmount Partners, LLC has $387.25 million in total holdings as of September 30, 2025.Westmount Partners, LLC owns shares of 244 different stocks, but just 74 companies or ETFs make up 80% of its holdings.Approximately 1.50% of the portfolio was purchased this quarter.About 4.44% of the portfolio was sold this quarter.This quarter, Westmount Partners, LLC has purchased 246 new stocks and bought additional shares in 76 stocks.Westmount Partners, LLC sold shares of 91 stocks and completely divested from 14 stocks this quarter.Largest Holdings Apple $40,783,267Microsoft $18,366,078Broadcom $16,031,216Vanguard S&P 500 ETF $14,729,400NVIDIA $12,763,479 Largest New Holdings this Quarter G6683N103 - NU $446,814 Holding46438F101 - ISHARES BITCOIN TRUST ETF $357,259 HoldingN07059210 - ASML $315,027 Holding58733R102 - MercadoLibre $226,399 Holding922908611 - Vanguard Small-Cap Value ETF $214,515 Holding Largest Purchases this Quarter iShares Core 80/20 Aggressive Allocation ETF 14,045 shares (about $1.24M)NU 29,415 shares (about $446.81K)ISHARES BITCOIN TRUST ETF 5,353 shares (about $357.26K)ASML 314 shares (about $315.03K)Strategy 891 shares (about $301.52K) Largest Sales this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 26,327 shares (about $2.41M)NVIDIA 6,294 shares (about $1.18M)Apple 4,190 shares (about $1.07M)SPDR S&P 500 ETF Trust 1,043 shares (about $697.21K)Johnson & Johnson 2,890 shares (about $537.67K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWestmount Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$40,783,267$1,070,333 ▼-2.6%159,65310.5%Computer and TechnologyMSFTMicrosoft$18,366,078$103,942 ▼-0.6%35,3394.7%Computer and TechnologyAVGOBroadcom$16,031,216$1,000 ▲0.0%48,0854.1%Computer and TechnologyVOOVanguard S&P 500 ETF$14,729,400$318,962 ▼-2.1%23,9673.8%ETFNVDANVIDIA$12,763,479$1,178,496 ▼-8.5%68,1663.3%Computer and TechnologyCACICACI International$10,981,151$215,852 ▼-1.9%21,3162.8%Computer and TechnologySPYSPDR S&P 500 ETF Trust$9,192,102$697,212 ▼-7.1%13,7512.4%FinanceBRK.BBerkshire Hathaway$8,422,071$101,135 ▼-1.2%16,9052.2%FinanceAMZNAmazon.com$8,276,126$439,499 ▼-5.0%37,5112.1%Retail/WholesaleIVViShares Core S&P 500 ETF$7,814,623$31,576 ▼-0.4%11,6322.0%ETFVTVanguard Total World Stock ETF$7,445,007$242,668 ▲3.4%53,7511.9%ETFVTIVanguard Total Stock Market ETF$6,447,897$59,605 ▼-0.9%19,5801.7%ETFGOOGLAlphabet$6,079,142$187,593 ▼-3.0%24,8231.6%Computer and TechnologyWMTWalmart$5,619,528$1,835 ▲0.0%55,1151.5%Retail/WholesaleIBMInternational Business Machines$5,516,688$18,908 ▲0.3%19,2561.4%Computer and TechnologyORCLOracle$5,504,304$96,531 ▲1.8%19,0451.4%Computer and TechnologyBILSPDR Bloomberg 1-3 Month T-Bill ETF$5,323,707$2,407,869 ▼-31.1%58,2081.4%ETFILMNIllumina$4,868,4960.0%47,6091.3%MedicalQQQInvesco QQQ$4,829,030$237,681 ▼-4.7%8,0051.2%FinanceHOODRobinhood Markets$3,982,187$41,742 ▼-1.0%28,6201.0%FinanceMASIMasimo$3,686,9400.0%25,8661.0%MedicalMETAMeta Platforms$3,513,837$429,007 ▼-10.9%4,8980.9%Computer and TechnologyNFLXNetflix$3,477,700$3,513 ▼-0.1%2,9700.9%Consumer DiscretionaryAOAiShares Core 80/20 Aggressive Allocation ETF$3,393,866$1,242,133 ▲57.7%38,3750.9%ETFGOOGAlphabet$3,253,405$137,993 ▼-4.1%13,2500.8%Computer and TechnologyCOSTCostco Wholesale$3,180,213$3,669 ▼-0.1%3,4670.8%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$3,095,444$1,430 ▲0.0%25,9730.8%ETFKFYKorn/Ferry International$2,885,501$9,591 ▼-0.3%41,5180.7%Business ServicesSCHXSchwab US Large-Cap ETF$2,785,2280.0%105,3410.7%ETFJPMJPMorgan Chase & Co.$2,780,203$20,196 ▲0.7%8,9480.7%FinanceDFUVDimensional US Marketwide Value ETF$2,694,5350.0%60,2400.7%ETFHDHome Depot$2,598,742$94,882 ▼-3.5%6,5460.7%Retail/WholesaleIWMiShares Russell 2000 ETF$2,542,233$22,551 ▼-0.9%10,4840.7%FinanceWFCWells Fargo & Company$2,474,898$38,171 ▼-1.5%30,6030.6%FinanceEFAiShares MSCI EAFE ETF$2,400,563$27,489 ▲1.2%25,5000.6%FinanceAMEHApollo Medical$2,356,682$65,050 ▼-2.7%83,6890.6%MedicalVVisa$2,290,572$10,435 ▼-0.5%6,5850.6%Business ServicesPGProcter & Gamble$2,284,704$296,713 ▼-11.5%14,9150.6%Consumer StaplesINVESCO EXCH TRADED FD TR II$2,164,8000.0%40,0000.6%EQUAL WEGT 0-30USFRWisdomTree Floating Rate Treasury Fund$2,154,026$9,955 ▲0.5%42,8410.6%FinanceFNDXSchwab Fundamental U.S. Large Company ETF$2,109,0290.0%79,8270.5%ETFDISWalt Disney$2,099,480$41,904 ▼-2.0%18,5880.5%Consumer DiscretionarySCHGSchwab U.S. Large-Cap Growth ETF$2,075,120$417 ▲0.0%64,6660.5%ETFTSLATesla$1,880,045$99,240 ▼-5.0%4,0920.5%Auto/Tires/TrucksJNJJohnson & Johnson$1,844,455$537,671 ▼-22.6%9,9140.5%MedicalIVWiShares S&P 500 Growth ETF$1,784,050$485 ▲0.0%14,7160.5%ETFIWBiShares Russell 1000 ETF$1,767,8460.0%4,8190.5%ETFVUGVanguard Growth ETF$1,728,087$2,409 ▲0.1%3,5860.4%ETFDFASDimensional U.S. Small Cap ETF$1,714,097$84,658 ▼-4.7%24,9650.4%ETFLLYEli Lilly and Company$1,692,419$251,799 ▼-13.0%2,0500.4%MedicalISRGIntuitive Surgical$1,683,8260.0%3,8440.4%MedicalQCOMQUALCOMM$1,682,744$6,826 ▲0.4%10,1070.4%Computer and TechnologySPCCrossingBridge Pre-Merger SPAC ETF$1,663,718$13,977 ▼-0.8%76,7750.4%ETFFNDFSchwab Fundamental International Equity ETF$1,621,9150.0%37,4660.4%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$1,576,351$14,910 ▲1.0%10,7840.4%ETFRDNTRadNet$1,559,8000.0%20,0000.4%MedicalXOMExxon Mobil$1,555,932$7,168 ▼-0.5%13,8930.4%EnergyBRK.ABerkshire Hathaway$1,491,8120.0%20.4%FinanceIWFiShares Russell 1000 Growth ETF$1,472,066$2,356 ▼-0.2%3,1240.4%ETFSCHFSchwab International Equity ETF$1,413,833$2,863 ▲0.2%60,2400.4%ETFVEAVanguard FTSE Developed Markets ETF$1,375,056$2,958 ▲0.2%22,7770.4%ETFIVEiShares S&P 500 Value ETF$1,326,926$9,731 ▼-0.7%6,4090.3%ETFXLKTechnology Select Sector SPDR Fund$1,320,946$41,271 ▲3.2%4,6410.3%ETFFNDASchwab Fundamental U.S. Small Company ETF$1,268,5000.0%40,5790.3%ETFSCHASchwab US Small-Cap ETF$1,249,363$4,079 ▲0.3%44,7160.3%ETFSDYSPDR S&P Dividend ETF$1,234,662$26,317 ▼-2.1%8,8200.3%ETFWSMWilliams-Sonoma$1,231,499$4,101 ▲0.3%6,3060.3%Retail/WholesaleABBVAbbVie$1,228,551$5,865 ▲0.5%5,0270.3%MedicalFICOFair Isaac$1,187,477$75,635 ▲6.8%7850.3%Computer and TechnologyDFAXDimensional World ex U.S. Core Equity 2 ETF$1,139,1130.0%36,1050.3%ETFBACBank of America$1,135,047$811 ▲0.1%22,3960.3%FinanceAMGNAmgen$1,095,564$74,630 ▼-6.4%3,6700.3%MedicalPSXPhillips 66$1,068,788$404 ▲0.0%7,9410.3%EnergyVCSHVanguard Short-Term Corporate Bond ETF$1,048,543$41,016 ▲4.1%13,1400.3%ETFSCZiShares MSCI EAFE Small-Cap ETF$998,780$13,458 ▼-1.3%12,9880.3%ETFAORiShares Core 60/40 Balanced Allocation ETF$960,952$153,277 ▲19.0%14,8710.2%ETFVIGVanguard Dividend Appreciation ETF$959,882$54,664 ▲6.0%4,4250.2%ETFFNDESchwab Fundamental Emerging Markets Equity ETF$942,4990.0%25,9570.2%ETFUPROProShares UltraPro S&P 500$937,722$10,706 ▲1.2%8,3210.2%ETFIEFAiShares Core MSCI EAFE ETF$928,946$47,115 ▼-4.8%10,5680.2%ETFCRBNiShares MSCI ACWI Low Carbon Target ETF$926,551$39,879 ▲4.5%4,0660.2%ETFBXBlackstone$925,260$9,750 ▲1.1%5,5040.2%FinanceSCHESchwab Emerging Markets Equity ETF$923,7190.0%27,5080.2%ETFHONHoneywell International$897,287$841 ▲0.1%4,2690.2%Multi-Sector ConglomeratesCATCaterpillar$883,499$481 ▼-0.1%1,8370.2%IndustrialsSRESempra Energy$880,981$357 ▼0.0%9,8700.2%UtilitiesIONSIonis Pharmaceuticals$852,8340.0%12,9610.2%MedicalSCHBSchwab US Broad Market ETF$846,298$13,236 ▼-1.5%32,8020.2%ETFKOCocaCola$832,571$935 ▼-0.1%12,4670.2%Consumer StaplesMOAltria Group$809,407$3,182 ▼-0.4%12,2100.2%Consumer StaplesIJHiShares Core S&P Mid-Cap ETF$794,477$8,514 ▼-1.1%12,1310.2%ETFVBVanguard Small-Cap ETF$793,499$41,562 ▲5.5%3,1120.2%ETFMAMastercard$782,394$8,604 ▼-1.1%1,3640.2%Business ServicesIEOiShares U.S. Oil & Gas Exploration & Production ETF$780,149$5,516 ▲0.7%8,3440.2%ETFGEGE Aerospace$773,236$232,873 ▼-23.1%2,5700.2%AerospaceSHOPIFY INC$763,8540.0%5,1070.2%CL A SUB VTG SHSIYRiShares U.S. Real Estate ETF$758,353$16,026 ▼-2.1%7,8080.2%ETFGRAYSCALE BITCOIN TRUST ETF$736,0330.0%7,9830.2%SHS REP COM UTCYBRCyberArk Software$735,2550.0%1,5000.2%Computer and TechnologyMGKVanguard Mega Cap Growth ETF$726,940$61,084 ▲9.2%1,7970.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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