13F HOLDINGS REPORT
Westmount Partners, LLC
Quarter ended Q1 2025 · Filed May 1, 2025 · Accession 0002051491-25-000013
Total Value
$327.9M
Positions
239
Other Managers
0
Confidential Omitted
No
Holdings (239)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 163,988 | $36.4M | 11.11% |
| 2 | VANGUARD INDEX FDS | 922908363 | 31,030 | $15.9M | 4.86% |
| 3 | MICROSOFT CORP | MSFT | 35,200 | $13.2M | 4.03% |
| 4 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 17,064 | $9.1M | 2.77% |
| 5 | NVIDIA CORPORATION | NVDA | 83,398 | $9.0M | 2.76% |
| 6 | CACI INTL INC | 127190304 | 22,390 | $8.2M | 2.51% |
| 7 | SPDR S&P 500 ETF TR | SPY | 14,661 | $8.2M | 2.50% |
| 8 | BROADCOM INC | AVGO | 48,186 | $8.1M | 2.46% |
| 9 | AMAZON COM INC | AMZN | 38,584 | $7.3M | 2.24% |
| 10 | ISHARES TR | 464287200 | 11,732 | $6.6M | 2.01% |
| 11 | VANGUARD INTL EQUITY INDEX F | 922042742 | 48,846 | $5.7M | 1.73% |
| 12 | SPDR SER TR | 78468R663 | 59,103 | $5.4M | 1.65% |
| 13 | WALMART INC | WMT | 55,077 | $4.8M | 1.47% |
| 14 | INTERNATIONAL BUSINESS MACHS | INTR | 19,122 | $4.8M | 1.45% |
| 15 | MASIMO CORP | MASI | 25,991 | $4.3M | 1.32% |
| 16 | ALPHABET INC | GOOG | 25,739 | $4.0M | 1.21% |
| 17 | INVESCO QQQ TR | IVZ | 8,306 | $3.9M | 1.19% |
| 18 | ILLUMINA INC | ILMN | 47,609 | $3.8M | 1.15% |
| 19 | COSTCO WHSL CORP NEW | 22160K105 | 3,454 | $3.3M | 1.00% |
| 20 | META PLATFORMS INC | META | 5,287 | $3.0M | 0.93% |
| 21 | VANGUARD INDEX FDS | 922908769 | 10,879 | $3.0M | 0.91% |
| 22 | NETFLIX INC | NFLX | 3,184 | $3.0M | 0.91% |
| 23 | PROCTER AND GAMBLE CO | 742718109 | 16,826 | $2.9M | 0.87% |
| 24 | KORN FERRY | KFY | 41,656 | $2.8M | 0.86% |
| 25 | ASTRANA HEALTH INC | ASTH | 87,889 | $2.7M | 0.83% |
| 26 | ORACLE CORP | ORCL-PD | 18,858 | $2.6M | 0.80% |
| 27 | HOME DEPOT INC | HD | 7,033 | $2.6M | 0.79% |
| 28 | DIMENSIONAL ETF TRUST | 25434V724 | 60,240 | $2.5M | 0.76% |
| 29 | SCHWAB STRATEGIC TR | 808524201 | 105,293 | $2.3M | 0.71% |
| 30 | VISA INC | V | 6,580 | $2.3M | 0.70% |
| 31 | ROBINHOOD MKTS INC | 770700102 | 55,381 | $2.3M | 0.70% |
| 32 | WELLS FARGO CO NEW | 949746101 | 31,626 | $2.3M | 0.69% |
| 33 | JPMORGAN CHASE & CO. | VYLD | 8,891 | $2.2M | 0.67% |
| 34 | JOHNSON & JOHNSON | JNJ | 13,143 | $2.2M | 0.66% |
| 35 | WISDOMTREE TR | WT | 42,916 | $2.2M | 0.66% |
| 36 | ISHARES TR | 464287655 | 10,752 | $2.1M | 0.65% |
| 37 | ALPHABET INC | GOOG | 13,573 | $2.1M | 0.65% |
| 38 | ISHARES TR | 464287465 | 25,505 | $2.1M | 0.64% |
| 39 | DISNEY WALT CO | 254687106 | 20,564 | $2.0M | 0.62% |
| 40 | INTUITIVE SURGICAL INC | ISRG | 3,841 | $1.9M | 0.58% |
| 41 | SCHWAB STRATEGIC TR | 808524771 | 79,827 | $1.9M | 0.57% |
| 42 | ISHARES TR | 464289859 | 24,005 | $1.8M | 0.56% |
| 43 | ELI LILLY & CO | LLY | 2,144 | $1.8M | 0.54% |
| 44 | EXXON MOBIL CORP | XOM | 14,395 | $1.7M | 0.52% |
| 45 | PHILIP MORRIS INTL INC | 718172109 | 10,557 | $1.7M | 0.51% |
| 46 | TRUST FOR PROFESSIONAL MANAG | 89834G778 | 79,287 | $1.7M | 0.51% |
| 47 | DIMENSIONAL ETF TRUST | 25434V500 | 27,155 | $1.6M | 0.49% |
| 48 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2 | $1.6M | 0.49% |
| 49 | QUALCOMM INC | QCOM | 10,087 | $1.5M | 0.47% |
| 50 | ISHARES TR | 464287309 | 14,709 | $1.4M | 0.42% |
| 51 | SCHWAB STRATEGIC TR | 808524755 | 37,447 | $1.4M | 0.41% |
| 52 | TESLA INC | TSLA | 5,193 | $1.3M | 0.41% |
| 53 | VANGUARD INDEX FDS | 922908736 | 3,578 | $1.3M | 0.40% |
| 54 | ISHARES TR | 464287150 | 10,655 | $1.3M | 0.40% |
| 55 | S&P GLOBAL INC | SPGI | 2,462 | $1.3M | 0.38% |
| 56 | ISHARES TR | 464287408 | 6,441 | $1.2M | 0.37% |
| 57 | SPDR SER TR | 78464A763 | 8,978 | $1.2M | 0.37% |
| 58 | AMGEN INC | AMGN | 3,890 | $1.2M | 0.37% |
| 59 | SCHWAB STRATEGIC TR | 808524805 | 60,118 | $1.2M | 0.36% |
| 60 | VANGUARD TAX-MANAGED FDS | 921943858 | 23,051 | $1.2M | 0.36% |
| 61 | ALTRIA GROUP INC | MO | 19,123 | $1.1M | 0.35% |
| 62 | ISHARES TR | 464287614 | 3,129 | $1.1M | 0.34% |
| 63 | ISHARES TR | 464287622 | 3,674 | $1.1M | 0.34% |
| 64 | ISHARES INC | 46434G103 | 20,838 | $1.1M | 0.34% |
| 65 | ISHARES TR | 46435G326 | 16,212 | $1.1M | 0.34% |
| 66 | SCHWAB STRATEGIC TR | 808524763 | 40,579 | $1.1M | 0.34% |
| 67 | ABBVIE INC | ABBV | 5,119 | $1.1M | 0.33% |
| 68 | SCHWAB STRATEGIC TR | 808524607 | 44,473 | $1.0M | 0.32% |
| 69 | VANGUARD SCOTTSDALE FDS | 92206C409 | 12,866 | $1.0M | 0.31% |
| 70 | FAIR ISAAC CORP | FICO | 545 | $1.0M | 0.31% |
| 71 | RADNET INC | RDNT | 20,000 | $994,400 | 0.30% |
| 72 | WILLIAMS SONOMA INC | WSM | 6,260 | $989,646 | 0.30% |
| 73 | PHILLIPS 66 | PSX | 7,935 | $979,870 | 0.30% |
| 74 | DIMENSIONAL ETF TRUST | 25434V880 | 36,105 | $945,951 | 0.29% |
| 75 | ISHARES TR | 464287804 | 9,011 | $942,316 | 0.29% |
| 76 | BANK AMERICA CORP | 060505104 | 22,364 | $933,234 | 0.28% |
| 77 | SELECT SECTOR SPDR TR | 81369Y803 | 4,514 | $932,051 | 0.28% |
| 78 | COCA COLA CO | KO | 12,894 | $923,436 | 0.28% |
| 79 | HONEYWELL INTL INC | 438516106 | 4,324 | $915,621 | 0.28% |
| 80 | AMERICAN EXPRESS CO | AXP | 3,322 | $893,740 | 0.27% |
| 81 | ISHARES TR | 46432F842 | 11,793 | $892,114 | 0.27% |
| 82 | VANGUARD WORLD FD | 921910840 | 6,630 | $854,150 | 0.26% |
| 83 | ISHARES TR | 464288273 | 13,183 | $837,540 | 0.26% |
| 84 | VANGUARD SPECIALIZED FUNDS | 921908844 | 4,195 | $813,828 | 0.25% |
| 85 | SCHWAB STRATEGIC TR | 808524730 | 25,957 | $799,476 | 0.24% |
| 86 | ISHARES TR | 464287739 | 8,175 | $782,774 | 0.24% |
| 87 | ISHARES TR | 464288851 | 8,239 | $779,239 | 0.24% |
| 88 | BLACKSTONE INC | BX | 5,434 | $759,632 | 0.23% |
| 89 | SCHWAB STRATEGIC TR | 808524706 | 27,508 | $758,396 | 0.23% |
| 90 | MICROSTRATEGY INC | STRK | 2,624 | $756,420 | 0.23% |
| 91 | PEPSICO INC | PEP | 4,978 | $746,417 | 0.23% |
| 92 | CONOCOPHILLIPS | COP | 7,066 | $742,071 | 0.23% |
| 93 | ISHARES TR | 46434V464 | 3,854 | $736,850 | 0.22% |
| 94 | SCHWAB STRATEGIC TR | 808524102 | 34,071 | $733,549 | 0.22% |
| 95 | ISHARES TR | 464287507 | 12,533 | $731,325 | 0.22% |
| 96 | CHEVRON CORP NEW | CVX | 4,217 | $705,529 | 0.22% |
| 97 | MCDONALDS CORP | MCD | 2,255 | $704,501 | 0.21% |
| 98 | SEMPRA | SREA | 9,842 | $702,313 | 0.21% |
| 99 | VANGUARD INDEX FDS | 922908652 | 4,074 | $701,787 | 0.21% |
| 100 | ISHARES TR | 464289867 | 12,128 | $698,183 | 0.21% |
| 101 | APOLLO GLOBAL MGMT INC | 03769M106 | 5,000 | $684,700 | 0.21% |
| 102 | GE AEROSPACE | 369604301 | 3,393 | $679,034 | 0.21% |
| 103 | ABBOTT LABS | ABLZF | 5,056 | $670,678 | 0.20% |
| 104 | VANGUARD INDEX FDS | 922908744 | 3,787 | $654,216 | 0.20% |
| 105 | ISHARES TR | 464287598 | 3,443 | $647,756 | 0.20% |
| 106 | VANGUARD INDEX FDS | 922908751 | 2,892 | $641,262 | 0.20% |
| 107 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 10,384 | $633,324 | 0.19% |
| 108 | VANGUARD WORLD FD | 92204A504 | 2,352 | $622,645 | 0.19% |
| 109 | AT&T INC | T-PC | 21,604 | $610,961 | 0.19% |
| 110 | MASTERCARD INCORPORATED | MA | 1,111 | $608,836 | 0.19% |
| 111 | CATERPILLAR INC | CAT | 1,834 | $604,712 | 0.18% |
| 112 | LOWES COS INC | 548661107 | 2,557 | $596,390 | 0.18% |
| 113 | PROSHARES TR | 74347X864 | 7,958 | $588,117 | 0.18% |
| 114 | VANGUARD INTL EQUITY INDEX F | 922042858 | 12,872 | $582,580 | 0.18% |
| 115 | COMCAST CORP NEW | CCZ | 15,328 | $565,610 | 0.17% |
| 116 | LOCKHEED MARTIN CORP | LMT | 1,266 | $565,352 | 0.17% |
| 117 | MESABI TR | MSB | 20,856 | $562,693 | 0.17% |
| 118 | BOEING CO | BA-PA | 3,239 | $552,396 | 0.17% |
| 119 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 8,107 | $528,333 | 0.16% |
| 120 | GARMIN LTD | GRMN | 2,363 | $513,078 | 0.16% |
| 121 | VANGUARD WORLD FD | 921910816 | 1,646 | $508,416 | 0.16% |
| 122 | SCHWAB STRATEGIC TR | 808524300 | 20,145 | $504,442 | 0.15% |
| 123 | ISHARES TR | 464287176 | 4,375 | $486,019 | 0.15% |
| 124 | ISHARES TR | 464287499 | 5,706 | $485,409 | 0.15% |
| 125 | DUKE ENERGY CORP NEW | DUKB | 3,979 | $485,326 | 0.15% |
| 126 | SHOPIFY INC | SHOP | 5,072 | $484,275 | 0.15% |
| 127 | SSGA ACTIVE ETF TR | 78467V848 | 11,930 | $480,671 | 0.15% |
| 128 | PIMCO ETF TR | 72201R775 | 5,190 | $479,907 | 0.15% |
| 129 | ISHARES TR | 464287234 | 10,973 | $479,501 | 0.15% |
| 130 | ISHARES TR | 464287481 | 4,072 | $478,435 | 0.15% |
| 131 | VANGUARD INTL EQUITY INDEX F | 922042775 | 7,823 | $474,570 | 0.14% |
| 132 | VANGUARD INDEX FDS | 922908629 | 1,835 | $474,526 | 0.14% |
| 133 | NEXTERA ENERGY INC | NEE-PW | 6,526 | $462,619 | 0.14% |
| 134 | MONDELEZ INTL INC | 609207105 | 6,781 | $460,089 | 0.14% |
| 135 | GOLAR LNG LTD | GLNG | 12,064 | $458,324 | 0.14% |
| 136 | DIMENSIONAL ETF TRUST | 25434V609 | 8,876 | $457,025 | 0.14% |
| 137 | UNION PAC CORP | UNP | 1,884 | $445,020 | 0.14% |
| 138 | VANGUARD ADMIRAL FDS INC | 921932505 | 1,323 | $442,519 | 0.13% |
| 139 | DEERE & CO | DE | 943 | $442,373 | 0.13% |
| 140 | INVESCO EXCH TRADED FD TR II | IVZ | 20,107 | $437,126 | 0.13% |
| 141 | VANGUARD WORLD FD | 92204A702 | 805 | $436,550 | 0.13% |
| 142 | MERCK & CO INC | MRK | 4,653 | $417,646 | 0.13% |
| 143 | ISHARES TR | 464287473 | 3,258 | $410,366 | 0.13% |
| 144 | SPDR GOLD TR | GLD | 1,421 | $409,447 | 0.12% |
| 145 | STARBUCKS CORP | SBUX | 4,115 | $403,688 | 0.12% |
| 146 | ISHARES SILVER TR | SLV | 13,008 | $403,118 | 0.12% |
| 147 | PAYCHEX INC | PAYX | 2,589 | $399,431 | 0.12% |
| 148 | ISHARES TR | 46432F834 | 5,622 | $392,473 | 0.12% |
| 149 | IONIS PHARMACEUTICALS INC | IONS | 12,961 | $391,033 | 0.12% |
| 150 | UNITED RENTALS INC | URI | 623 | $390,589 | 0.12% |
| 151 | INVESCO EXCH TRADED FD TR II | IVZ | 11,296 | $378,153 | 0.12% |
| 152 | PFIZER INC | PFE | 14,898 | $377,525 | 0.12% |
| 153 | RUSH STREET INTERACTIVE INC | RSI | 35,100 | $376,272 | 0.11% |
| 154 | THERMO FISHER SCIENTIFIC INC | TMO | 747 | $371,787 | 0.11% |
| 155 | SCHWAB CHARLES CORP | SCHW-PJ | 4,651 | $364,072 | 0.11% |
| 156 | EDISON INTL | 281020107 | 6,178 | $364,007 | 0.11% |
| 157 | VANGUARD WHITEHALL FDS | 921946406 | 2,816 | $363,128 | 0.11% |
| 158 | GLOBAL X FDS | 37954Y483 | 21,798 | $362,501 | 0.11% |
| 159 | SALESFORCE INC | CRM | 1,317 | $353,411 | 0.11% |
| 160 | SCHWAB STRATEGIC TR | 808524409 | 13,277 | $352,893 | 0.11% |
| 161 | GILEAD SCIENCES INC | GILD | 3,100 | $347,316 | 0.11% |
| 162 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,081 | $345,397 | 0.11% |
| 163 | ACCENTURE PLC IRELAND | ACN | 1,095 | $341,684 | 0.10% |
| 164 | ISHARES TR | 464287671 | 2,686 | $341,297 | 0.10% |
| 165 | ISHARES TR | 464287226 | 3,444 | $340,722 | 0.10% |
| 166 | CYBERARK SOFTWARE LTD | M2682V108 | 1,000 | $338,000 | 0.10% |
| 167 | WASTE MGMT INC DEL | 94106L109 | 1,457 | $337,254 | 0.10% |
| 168 | CSX CORP | CSX | 11,408 | $335,728 | 0.10% |
| 169 | UNITEDHEALTH GROUP INC | UNH | 639 | $334,495 | 0.10% |
| 170 | SCHWAB STRATEGIC TR | 808524797 | 11,713 | $327,498 | 0.10% |
| 171 | REDDIT INC | RDDT | 3,112 | $326,449 | 0.10% |
| 172 | SERVICENOW INC | NOW | 407 | $324,029 | 0.10% |
| 173 | VANGUARD WHITEHALL FDS | 921946810 | 3,896 | $323,134 | 0.10% |
| 174 | NIKE INC | NKE | 5,019 | $318,582 | 0.10% |
| 175 | STRYKER CORPORATION | SYK | 853 | $317,465 | 0.10% |
| 176 | ISHARES TR | 464287168 | 2,360 | $316,924 | 0.10% |
| 177 | GENUINE PARTS CO | GPC | 2,660 | $316,912 | 0.10% |
| 178 | SHELL PLC | RYDAF | 4,317 | $316,364 | 0.10% |
| 179 | REXFORD INDL RLTY INC | 76169C100 | 7,990 | $312,809 | 0.10% |
| 180 | CONSOLIDATED EDISON INC | ED | 2,757 | $304,905 | 0.09% |
| 181 | SELECT SECTOR SPDR TR | 81369Y506 | 3,240 | $302,793 | 0.09% |
| 182 | GENERAL MLS INC | 370334104 | 4,933 | $294,934 | 0.09% |
| 183 | CISCO SYS INC | CSCO | 4,746 | $292,869 | 0.09% |
| 184 | PNC FINL SVCS GROUP INC | 693475105 | 1,663 | $292,306 | 0.09% |
| 185 | VANGUARD INTL EQUITY INDEX F | 922042718 | 2,527 | $292,121 | 0.09% |
| 186 | SIXTH STREET SPECIALTY LENDI | TSLX | 13,030 | $291,611 | 0.09% |
| 187 | VERIZON COMMUNICATIONS INC | VZ | 6,382 | $289,503 | 0.09% |
| 188 | GOLDMAN SACHS GROUP INC | GSCE | 529 | $288,759 | 0.09% |
| 189 | STARWOOD PPTY TR INC | STHO | 14,601 | $288,657 | 0.09% |
| 190 | TENCENT MUSIC ENTMT GROUP | XHLD | 20,000 | $288,200 | 0.09% |
| 191 | BLACKROCK INC | BLK | 303 | $286,843 | 0.09% |
| 192 | DARDEN RESTAURANTS INC | DRI | 1,373 | $285,254 | 0.09% |
| 193 | DIMENSIONAL ETF TRUST | 25434V401 | 4,561 | $275,849 | 0.08% |
| 194 | AMERIPRISE FINL INC | 03076C106 | 568 | $274,974 | 0.08% |
| 195 | INTEL CORP | INTC | 11,942 | $271,195 | 0.08% |
| 196 | ALNYLAM PHARMACEUTICALS INC | ALNY | 1,000 | $270,020 | 0.08% |
| 197 | KEMPER CORP | KMPB | 4,035 | $269,740 | 0.08% |
| 198 | MANULIFE FINL CORP | 56501R106 | 8,608 | $268,139 | 0.08% |
| 199 | GE VERNOVA INC | GEV | 873 | $266,510 | 0.08% |
| 200 | VANGUARD INDEX FDS | 922908611 | 1,426 | $265,590 | 0.08% |
| 201 | FLEXSHARES TR | FLEX | 3,885 | $265,579 | 0.08% |
| 202 | MATTEL INC | MAT | 13,637 | $264,967 | 0.08% |
| 203 | EATON CORP PLC | ETN | 970 | $263,675 | 0.08% |
| 204 | BOSTON SCIENTIFIC CORP | BSX | 2,606 | $262,893 | 0.08% |
| 205 | FIDELITY COVINGTON TRUST | 31609A404 | 8,666 | $257,901 | 0.08% |
| 206 | VANGUARD INDEX FDS | 922908553 | 2,829 | $256,161 | 0.08% |
| 207 | CADENCE DESIGN SYSTEM INC | CDNS | 1,000 | $254,330 | 0.08% |
| 208 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 1,463 | $252,368 | 0.08% |
| 209 | COINBASE GLOBAL INC | COIN | 1,447 | $249,217 | 0.08% |
| 210 | 3M CO | MMM | 1,674 | $245,874 | 0.07% |
| 211 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 4,836 | $244,847 | 0.07% |
| 212 | CROWDSTRIKE HLDGS INC | CRWD | 683 | $240,812 | 0.07% |
| 213 | CVS HEALTH CORP | CVS | 3,493 | $236,674 | 0.07% |
| 214 | BANK MONTREAL QUE | 063679534 | 650 | $234,000 | 0.07% |
| 215 | ISHARES TR | 464287606 | 2,776 | $231,185 | 0.07% |
| 216 | ISHARES TR | 464288281 | 2,525 | $228,737 | 0.07% |
| 217 | PRINCIPAL FINANCIAL GROUP IN | PFG | 2,687 | $226,702 | 0.07% |
| 218 | ISHARES TR | 46434V613 | 4,908 | $226,161 | 0.07% |
| 219 | NEONC TECHNOLOGIES HLDGS INC | NTHI | 16,888 | $225,624 | 0.07% |
| 220 | LAM RESEARCH CORP | LRCX | 3,095 | $225,012 | 0.07% |
| 221 | SPDR SER TR | 78464A359 | 2,923 | $223,966 | 0.07% |
| 222 | SPDR SER TR | 78464A821 | 2,817 | $223,839 | 0.07% |
| 223 | DANAHER CORPORATION | 235851102 | 1,080 | $221,400 | 0.07% |
| 224 | BANK HAWAII CORP | 062540109 | 3,201 | $220,773 | 0.07% |
| 225 | NEW YORK TIMES CO | NYT | 4,414 | $218,934 | 0.07% |
| 226 | ALLSTATE CORP | ALL-PJ | 1,051 | $217,630 | 0.07% |
| 227 | DIMENSIONAL ETF TRUST | 25434V807 | 5,481 | $215,732 | 0.07% |
| 228 | CARVANA CO | CVNA | 1,025 | $214,307 | 0.07% |
| 229 | TJX COS INC NEW | 872540109 | 1,740 | $211,879 | 0.06% |
| 230 | SPOTIFY TECHNOLOGY S A | SPOT | 384 | $211,212 | 0.06% |
| 231 | ISHARES TR | 464289875 | 4,788 | $210,106 | 0.06% |
| 232 | ISHARES TR | 464288257 | 1,768 | $205,772 | 0.06% |
| 233 | GRAIL INC | GRAL | 8,029 | $205,061 | 0.06% |
| 234 | ISHARES TR | 46436E668 | 5,656 | $200,144 | 0.06% |
| 235 | GOLDMAN SACHS BDC INC | GSBD | 14,790 | $172,008 | 0.05% |
| 236 | NANO X IMAGING LTD | NNOX | 29,200 | $145,854 | 0.04% |
| 237 | WESTERN ASSET GBL HIGH INC F | 95766B109 | 13,000 | $85,930 | 0.03% |
| 238 | OPKO HEALTH INC | OPK | 16,550 | $27,473 | 0.01% |
| 239 | CLEARSIDE BIOMEDICAL INC | CLSDQ | 23,400 | $21,479 | 0.01% |