Westmount Partners, LLC — Q1 2025 13F Holdings

Name: Westmount Partners, LLC — 13F Holdings, Q1 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002051491

Total reported value

$457.1M

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Full holdings list this quarter

Showing top 200 holdings (of 239 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AAPL	Apple INC	Stock-Tech	11.11%	+0.92%	-0.25%
2	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	4.86%	+0.46%	+15.54%
3	MSFT	Microsoft CORP	Stock-Tech	4.03%	—	-3.47%
4	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	2.77%	—	-1.80%
5	NVDA	Nvidia CORP	Stock-Tech	2.76%	+0.30%	+0.23%
6	CACI	Caci International INC -cl A	Stock-Tech	2.51%	-0.88%	-23.57%
7	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	2.50%	+0.27%	-0.95%
8	AVGO	Broadcom INC	Stock-Tech	2.46%	+0.34%	-0.48%
9	AMZN	Amazon.com INC	Stock-Consumer Disc	2.24%	+0.12%	+1.01%
10	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	2.01%	+0.10%	+1.99%
11	VT	Vanguard Tot World Stk ETF	ETF-Other	1.73%	+0.13%	+5.13%
12	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-Gov Bonds	1.65%	—	—
13	WMT	Walmart INC	Stock-Consumer Staples	1.47%	-0.33%	-1.35%
14	IBM	Intl Business Machines CORP	Stock-Tech	1.45%	+0.06%	-1.51%
15	MASI*	Masimo CORP	Stock-Other	1.32%	-1.06%	EXIT
16	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.21%	+0.08%	+4.73%
17	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	1.19%	-0.03%	+0.78%
18	ILMN	Illumina INC	Stock-Healthcare	1.15%	—	—
19	COST	Costco Wholesale CORP	Stock-Consumer Staples	1.00%	—	-11.00%
20	META	Meta Platforms Inc-class A	Stock-Comm Services	0.93%	—	-6.44%
21	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.91%	+0.08%	-0.30%
22	NFLX	Netflix INC	Stock-Comm Services	0.91%	-0.26%	-1.39%
23	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.87%	—	-10.08%
24	KFY	Korn Ferry	Stock-Industrials	0.86%	—	—
25	ASTH	Astrana Health INC	Stock-Other	0.83%	+0.32%	-2.71%
26	ORCL	Oracle CORP	Stock-Tech	0.80%	—	-0.64%
27	HD	Home Depot INC	Stock-Consumer Disc	0.79%	—	-14.38%
28	DFUV	Dimensional US Marketwide Va	ETF-Other	0.76%	—	—
29	SCHX	Schwab US Large-cap ETF	ETF-Other	0.71%	—	+235.61%
30	V	Visa Inc-class A Shares	Stock-Financials	0.70%	—	-0.42%
31	HOOD	Robinhood Markets INC - A	Stock-Financials	0.70%	+0.13%	+1.37%
32	WFC	Wells Fargo & Co	Stock-Financials	0.69%	—	+0.87%
33	JPM	Jpmorgan Chase & Co	Stock-Financials	0.67%	—	-6.62%
34	JNJ	Johnson & Johnson	Stock-Healthcare	0.66%	—	-5.83%
35	USFR	Wisdomtree Floating Rate Tre	ETF-Other	0.66%	—	-2.10%
36	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	0.65%	—	+3.74%
37	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.65%	+0.14%	+5.86%
38	EFA	Ishares Msci Eafe ETF	ETF-Other	0.64%	—	+0.73%
39	DIS	Walt Disney Co/the	Stock-Comm Services	0.62%	—	-0.56%
40	ISRG	Intuitive Surgical INC	Stock-Healthcare	0.58%	—	+1.32%
41	FNDX	Schwab Fndmntl US Lrg Co ETF	ETF-Other	0.57%	—	—
42	AOA	Ishares Core 80/20 Aggressiv	ETF-Other	0.56%	—	+7.97%
43	LLY	Eli Lilly & Co	Stock-Healthcare	0.54%	+0.11%	+3.62%
44	XOM	Exxon Mobil CORP	Stock-Energy	0.52%	-0.31%	-5.14%
45	PM	Philip Morris International	Stock-Consumer Staples	0.51%	—	-11.03%
46	CUSD	Crossingbridge Ultra-short D	ETF-Other	0.51%	—	-4.57%
47	DFAS	Dimensional US Small Cap ETF	ETF-Small Cap	0.49%	—	-4.86%
48	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	0.49%	—	—
49	QCOM	Qualcomm INC	Stock-Tech	0.47%	+0.09%	+0.42%
50	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	0.42%	—	-0.20%

1–50 of 200

Holding changes this quarter

Position changes disclosed by Westmount Partners, LLC for the quarter ending Q1 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	BIL	Ss Spdr Bb 1-3m T-bill ETF	+1.7%	NEW	New buy
2	FNDX	Schwab Fndmntl US Lrg Co ETF	+0.6%	NEW	New buy
3	SCHX	Schwab US Large-cap ETF	+0.5%	+235.61%	Add
4	BRK-A	Berkshire Hathaway Inc-cl A	+0.5%	NEW	New buy
5	VOO	Vanguard S&p 500 ETF	+0.5%	+15.54%	Add
6	FNDF	Schwab Fndmn Intl Lrg Co ETF	+0.4%	NEW	New buy
7	BRK-B	Berkshire Hathaway Inc-cl B	+0.4%	-1.80%	Trim
8	IDEV	Ishares Core Msci Dev Mkts	+0.3%	NEW	New buy
9	FNDA	Schwab Fndmntl US Sm Co ETF	+0.3%	NEW	New buy
10	SCHF	Schwab Intl Equity ETF	+0.3%	+269.96%	Add
11	IEMG	Ishares Core Msci Emerging	+0.2%	+242.67%	Add
12	FNDE	Schwab Fndmntl Em Mrk Eq ETF	+0.2%	NEW	New buy
13	SCHE	Schwab Emrg Mrkts Eqty ETF	+0.2%	NEW	New buy
14	IBM	Intl Business Machines CORP	+0.2%	-1.51%	Trim
15	VOOG	Vanguard S&p 500 Growth ETF	+0.1%	NEW	New buy
16	PXH	Inves Rafi Emer Mrkt-usd INC	+0.1%	NEW	New buy
17	VXF	Vanguard Extended Market ETF	+0.1%	+176.02%	Add
18	PDN	Inv Rafi Dev Mkt US Sm-usdin	+0.1%	NEW	New buy
19	QYLD	Global X Nasd 100 Cov Call	+0.1%	NEW	New buy
20	AGG	Ishares Core U.s. Aggregate	+0.1%	NEW	New buy
21	VIGI	Vanguard Int Div App Indx Fd	+0.1%	NEW	New buy
22	SCHA	Schwab US Small-cap ETF	+0.1%	+56.03%	Add
23	VSS	Vanguard Ftse All Wo X-us Sc	+0.1%	NEW	New buy
24	BLK	Blackrock INC	+0.1%	NEW	New buy
25	VB	Vanguard Small-cap ETF	+0.1%	+95.94%	Add
26	COST	Costco Wholesale CORP	-0.1%	-11.00%	Trim
27	AMD	Advanced Micro Devices	-0.1%	EXIT	Sold out
28	DIS	Walt Disney Co/the	-0.1%	-0.56%	Trim
29	PG	Procter & Gamble Co/the	-0.1%	-10.08%	Trim
30	GOOG	Alphabet Inc-cl C	-0.1%	+5.86%	Add
31	QQQ	Invesco Qqq Trust Series 1	-0.1%	+0.78%	Add
32	PSN	Parsons CORP	-0.1%	EXIT	Sold out
33	PEP	Pepsico INC	-0.1%	-28.13%	Trim
34	CVX	Chevron CORP	-0.1%	-41.77%	Trim
35	CAT	Caterpillar INC	-0.1%	-29.05%	Trim
36	TSLA	Tesla INC	-0.1%	+25.98%	Add
37	SCHW	Schwab (charles) CORP	-0.1%	-51.99%	Trim
38	EIX	Edison International	-0.1%	-36.18%	Trim
39	RDNT	Radnet INC	-0.1%	—	Unchanged
40	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.1%	-0.95%	Trim
41	ORCL	Oracle CORP	-0.2%	-0.64%	Trim
42	HD	Home Depot INC	-0.2%	-14.38%	Trim
43	GOOGL	Alphabet Inc-cl A	-0.2%	+4.73%	Add
44	AMZN	Amazon.com INC	-0.3%	+1.01%	Add
45	NVDA	Nvidia CORP	-0.6%	+0.23%	Add
46	MSFT	Microsoft CORP	-0.6%	-3.47%	Trim
47	ILMN	Illumina INC	-0.8%	—	Unchanged
48	AVGO	Broadcom INC	-1%	-0.48%	Trim
49	CACI	Caci International INC -cl A	-1.1%	-23.57%	Trim
50	AAPL	Apple INC	-1.4%	-0.25%	Trim