Westmount Partners, LLC — Q3 2025 13F Holdings

Name: Westmount Partners, LLC — 13F Holdings, Q3 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 244 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AAPL	Apple INC	Stock-Tech	10.53%	+0.92%	-2.56%
2	MSFT	Microsoft CORP	Stock-Tech	4.74%	—	-0.56%
3	AVGO	Broadcom INC	Stock-Tech	4.14%	+0.34%	+0.01%
4	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	3.80%	+0.46%	-2.12%
5	NVDA	Nvidia CORP	Stock-Tech	3.30%	+0.30%	-8.45%
6	CACI	Caci International INC -cl A	Stock-Tech	2.84%	-0.88%	-1.93%
7	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	2.37%	+0.27%	-7.05%
8	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	2.17%	—	-1.19%
9	AMZN	Amazon.com INC	Stock-Consumer Disc	2.14%	+0.12%	-5.04%
10	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	2.02%	+0.10%	-0.40%
11	VT	Vanguard Tot World Stk ETF	ETF-Other	1.92%	+0.13%	+3.37%
12	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	1.67%	+0.08%	-0.92%
13	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.57%	+0.08%	-2.99%
14	WMT	Walmart INC	Stock-Consumer Staples	1.45%	-0.33%	+0.03%
15	IBM	Intl Business Machines CORP	Stock-Tech	1.42%	+0.06%	+0.34%
16	ORCL	Oracle CORP	Stock-Tech	1.42%	—	+1.78%
17	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-Gov Bonds	1.37%	—	-31.14%
18	ILMN	Illumina INC	Stock-Healthcare	1.26%	—	—
19	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	1.25%	-0.03%	-4.69%
20	HOOD	Robinhood Markets INC - A	Stock-Financials	1.03%	+0.13%	-1.04%
21	MASI*	Masimo CORP	Stock-Other	0.95%	-1.06%	EXIT
22	META	Meta Platforms Inc-class A	Stock-Comm Services	0.91%	—	-10.88%
23	NFLX	Netflix INC	Stock-Comm Services	0.90%	-0.26%	-0.10%
24	AOA	Ishares Core 80/20 Aggressiv	ETF-Other	0.88%	—	+57.73%
25	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.84%	+0.14%	-4.07%
26	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.82%	—	-0.12%
27	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.80%	+0.08%	+0.05%
28	KFY	Korn Ferry	Stock-Industrials	0.75%	—	-0.33%
29	SCHX	Schwab US Large-cap ETF	ETF-Other	0.72%	—	—
30	JPM	Jpmorgan Chase & Co	Stock-Financials	0.72%	—	+0.73%
31	DFUV	Dimensional US Marketwide Va	ETF-Other	0.70%	—	—
32	HD	Home Depot INC	Stock-Consumer Disc	0.67%	—	-3.52%
33	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	0.66%	—	-0.88%
34	WFC	Wells Fargo & Co	Stock-Financials	0.64%	—	-1.52%
35	EFA	Ishares Msci Eafe ETF	ETF-Other	0.62%	—	+1.16%
36	ASTH	Astrana Health INC	Stock-Other	0.61%	+0.32%	-2.69%
37	V	Visa Inc-class A Shares	Stock-Financials	0.59%	—	-0.45%
38	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.59%	—	-11.49%
39	GOVI	Invesco Equal Weight 0-30 Yr	ETF-Other	0.56%	—	—
40	USFR	Wisdomtree Floating Rate Tre	ETF-Other	0.56%	—	+0.46%
41	FNDX	Schwab Fndmntl US Lrg Co ETF	ETF-Other	0.54%	—	—
42	DIS	Walt Disney Co/the	Stock-Comm Services	0.54%	—	-1.96%
43	SCHG	Schwab US Large-cap Growth	ETF-Other	0.54%	—	+0.02%
44	TSLA	Tesla INC	Stock-Consumer Disc	0.49%	+0.06%	-5.01%
45	JNJ	Johnson & Johnson	Stock-Healthcare	0.48%	—	-22.57%
46	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	0.46%	—	+0.03%
47	IWB	Ishares Russell 1000 ETF	ETF-Other	0.46%	—	—
48	VUG	Vanguard Growth ETF	ETF-Other	0.45%	—	+0.14%
49	DFAS	Dimensional US Small Cap ETF	ETF-Small Cap	0.44%	—	-4.71%
50	LLY	Eli Lilly & Co	Stock-Healthcare	0.44%	+0.11%	-12.95%

1–50 of 200

Holding changes this quarter

Position changes disclosed by Westmount Partners, LLC for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	AVGO	Broadcom INC	+1.7%	+0.01%	Trim
2	VTI	Vanguard Total Stock Mkt ETF	+0.8%	-0.92%	Add
3	MSFT	Microsoft CORP	+0.7%	-0.56%	Add
4	ORCL	Oracle CORP	+0.6%	+1.78%	Add
5	NVDA	Nvidia CORP	+0.5%	-8.45%	Trim
6	IJR	Ishares Core S&p Small-cap E	+0.5%	+0.05%	Add
7	SCHG	Schwab US Large-cap Growth	+0.4%	+0.02%	Add
8	GOOGL	Alphabet Inc-cl A	+0.4%	-2.99%	Trim
9	CACI	Caci International INC -cl A	+0.3%	-1.93%	Trim
10	HOOD	Robinhood Markets INC - A	+0.3%	-1.04%	Trim
11	AOA	Ishares Core 80/20 Aggressiv	+0.3%	+57.73%	Add
12	VT	Vanguard Tot World Stk ETF	+0.2%	+3.37%	Add
13	GOOG	Alphabet Inc-cl C	+0.2%	-4.07%	Trim
14	IWB	Ishares Russell 1000 ETF	+0.1%	—	Add
15	ILMN	Illumina INC	+0.1%	—	Unchanged
16	RDNT	Radnet INC	+0.1%	—	Unchanged
17	IONS	Ionis Pharmaceuticals INC	+0.1%	—	Unchanged
18	COIN	Coinbase Global INC -class A	+0.1%	+15.96%	Add
19	TSLA	Tesla INC	+0.1%	-5.01%	Trim
20	QQQ	Invesco Qqq Trust Series 1	+0.1%	-4.69%	Trim
21	JPM	Jpmorgan Chase & Co	+0.1%	+0.73%	Add
22	VUG	Vanguard Growth ETF	+0.1%	+0.14%	Add
23	IVW	Ishares S&p 500 Growth ETF	0%	+0.03%	Add
24	IVV	Ishares Core S&p 500 ETF	0%	-0.40%	Trim
25	SCHX	Schwab US Large-cap ETF	0%	—	Add
26	NFLX	Netflix INC	0%	-0.10%	Trim
27	WMT	Walmart INC	0%	+0.03%	Add
28	META	Meta Platforms Inc-class A	0%	-10.88%	Trim
29	IBM	Intl Business Machines CORP	0%	+0.34%	Add
30	AMZN	Amazon.com INC	-0.1%	-5.04%	Trim
31	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.1%	-7.05%	Trim
32	IEMG	Ishares Core Msci Emerging	-0.3%	-3.37%	Trim
33	PG	Procter & Gamble Co/the	-0.3%	-11.49%	Trim
34	PM	Philip Morris International	-0.4%	-0.50%	Trim
35	MASI*	Masimo CORP	-0.4%	—	Trim
36	AAPL	Apple INC	-0.6%	-2.56%	Trim
37	BRK-B	Berkshire Hathaway Inc-cl B	-0.6%	-1.19%	Trim
38	VOO	Vanguard S&p 500 ETF	-1.1%	-2.12%	Trim
39	GOVI	Invesco Equal Weight 0-30 Yr	—	NEW	New buy
40	SPGI	S&p Global INC	—	EXIT	Sold out
41	IDEV	Ishares Core Msci Dev Mkts	—	EXIT	Sold out
42	MGV	Vanguard Mega Cap Value ETF	—	EXIT	Sold out
43	CLS	Celestica INC	—	NEW	New buy
44	PLTR	Palantir Technologies Inc-a	—	NEW	New buy
45	IWP	Ishares Russell Mid-cap Grow	—	EXIT	Sold out
46	SGOV	Ishares 0-3 Month Treasury B	—	NEW	New buy
47	MDLZ	Mondelez International Inc-a	—	EXIT	Sold out
48	NU	Nu Holdings Ltd.	—	NEW	New buy
49	VOOG	Vanguard S&p 500 Growth ETF	—	EXIT	Sold out
50	IWS	Ishares Russell Mid-cap Valu	—	EXIT	Sold out