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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Westmount Partners, LLC

Quarter ended Q2 2025 · Filed July 9, 2025 · Accession 0002051491-25-000015

Total Value
$364.1M
Positions
246
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (246)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL163,843$33.6M9.23%
2MICROSOFT CORPMSFT35,539$17.7M4.85%
3VANGUARD INDEX FDS92290836324,486$13.9M3.82%
4BROADCOM INCAVGO48,082$13.3M3.64%
5NVIDIA CORPORATIONNVDA74,460$11.8M3.23%
6CACI INTL INC12719030421,735$10.4M2.85%
7SPDR S&P 500 ETF TRSPY14,794$9.1M2.51%
8AMAZON COM INCAMZN39,503$8.7M2.38%
9BERKSHIRE HATHAWAY INC DELBRK-A17,108$8.3M2.28%
10SPDR SERIES TRUST78468R66384,535$7.8M2.13%
11ISHARES TR46428720011,679$7.3M1.99%
12VANGUARD INTL EQUITY INDEX F92204274251,999$6.7M1.84%
13VANGUARD INDEX FDS92290876919,761$6.0M1.65%
14INTERNATIONAL BUSINESS MACHSINTR19,190$5.7M1.55%
15WALMART INCWMT55,097$5.4M1.48%
16INVESCO QQQ TRIVZ8,399$4.6M1.27%
17ILLUMINA INCILMN47,609$4.5M1.25%
18ALPHABET INCGOOG25,589$4.5M1.24%
19MASIMO CORPMASI25,866$4.4M1.19%
20ORACLE CORPORCL-PD18,711$4.1M1.12%
21META PLATFORMS INCMETA5,496$4.1M1.11%
22NETFLIX INCNFLX2,973$4.0M1.09%
23COSTCO WHSL CORP NEW22160K1053,471$3.4M0.94%
24KORN FERRYKFY41,656$3.1M0.84%
25ISHARES TR46428780425,961$2.8M0.78%
26ROBINHOOD MKTS INC77070010228,920$2.7M0.74%
27PROCTER AND GAMBLE CO74271810916,852$2.7M0.74%
28JPMORGAN CHASE & CO.VYLD8,883$2.6M0.71%
29SCHWAB STRATEGIC TR808524201105,341$2.6M0.71%
30DIMENSIONAL ETF TRUST25434V72460,240$2.5M0.70%
31WELLS FARGO CO NEW94974610131,075$2.5M0.68%
32HOME DEPOT INCHD6,785$2.5M0.68%
33ALPHABET INCGOOG13,812$2.5M0.67%
34DISNEY WALT CO25468710618,959$2.4M0.65%
35VISA INCV6,615$2.3M0.65%
36ISHARES TR46428765510,577$2.3M0.63%
37ISHARES TR46428746525,208$2.3M0.62%
38WISDOMTREE TRWT42,643$2.1M0.59%
39ASTRANA HEALTH INCASTH85,999$2.1M0.59%
40INTUITIVE SURGICAL INCISRG3,844$2.1M0.57%
41INVESCO EXCH TRADED FD TR IIIVZ40,000$2.0M0.56%
42ISHARES TR46428985924,330$2.0M0.56%
43SCHWAB STRATEGIC TR80852477179,827$2.0M0.54%
44JOHNSON & JOHNSONJNJ12,804$2.0M0.54%
45SCHWAB STRATEGIC TR80852430064,653$1.9M0.52%
46ELI LILLY & COLLY2,355$1.8M0.50%
47DIMENSIONAL ETF TRUST25434V50026,198$1.7M0.46%
48TRUST FOR PROFESSIONAL MANAG89834G77877,420$1.7M0.46%
49ISHARES TR4642876224,819$1.6M0.45%
50ISHARES TR46428730914,712$1.6M0.44%
51QUALCOMM INCQCOM10,066$1.6M0.44%
52VANGUARD INDEX FDS9229087363,581$1.6M0.43%
53EXXON MOBIL CORPXOM13,957$1.5M0.41%
54SCHWAB STRATEGIC TR80852475537,466$1.5M0.41%
55BERKSHIRE HATHAWAY INC DELBRK-A2$1.5M0.40%
56ISHARES TR46428715010,682$1.4M0.40%
57TESLA INCTSLA4,308$1.4M0.38%
58FAIR ISAAC CORPFICO735$1.3M0.37%
59SCHWAB STRATEGIC TR80852480560,118$1.3M0.36%
60ISHARES TR4642876143,129$1.3M0.36%
61S&P GLOBAL INCSPGI2,467$1.3M0.36%
62VANGUARD TAX-MANAGED FDS92194385822,728$1.3M0.36%
63ISHARES TR4642874086,456$1.3M0.35%
64SPDR SERIES TRUST78464A7639,008$1.2M0.34%
65SCHWAB STRATEGIC TR80852476340,579$1.2M0.32%
66SELECT SECTOR SPDR TR81369Y8034,496$1.1M0.31%
67RADNET INCRDNT20,000$1.1M0.31%
68SCHWAB STRATEGIC TR80852460744,570$1.1M0.31%
69AMGEN INCAMGN3,920$1.1M0.30%
70DIMENSIONAL ETF TRUST25434V88036,105$1.1M0.29%
71BANK AMERICA CORP06050510422,380$1.1M0.29%
72WILLIAMS SONOMA INCWSM6,285$1.0M0.28%
73VANGUARD SCOTTSDALE FDS92206C40912,626$1.0M0.28%
74HONEYWELL INTL INC4385161064,265$993,2990.27%
75AMERICAN EXPRESS COAXP3,077$981,4820.27%
76ISHARES TR46428827313,163$956,6900.26%
77PHILLIPS 66PSX7,938$947,0590.26%
78ABBVIE INCABBV5,003$928,7030.26%
79ISHARES TR46432F84211,104$926,9800.25%
80COCA COLA COKO12,481$883,0080.24%
81VANGUARD WORLD FD9219108406,630$869,7960.24%
82GE AEROSPACE3696043013,344$860,8080.24%
83SCHWAB STRATEGIC TR80852473025,957$856,8410.24%
84VANGUARD SPECIALIZED FUNDS9219088444,173$854,1300.23%
85SCHWAB STRATEGIC TR80852470627,508$829,0910.23%
86ISHARES TR46434V4643,891$824,2210.23%
87BLACKSTONE INCBX5,446$814,5960.22%
88SCHWAB STRATEGIC TR80852410233,315$793,9080.22%
89MASTERCARD INCORPORATEDMA1,379$774,6740.21%
90ISHARES TR46428986712,499$769,5710.21%
91ISHARES TR46428750712,261$760,4290.21%
92ISHARES TR4642877397,973$755,5970.21%
93PROSHARES TR74347X8648,226$752,1660.21%
94SEMPRASREA9,874$748,1400.21%
95ISHARES TR4642888518,285$734,0880.20%
96ALTRIA GROUP INCMO12,258$718,6650.20%
97BOEING COBA-PA3,408$714,0600.20%
98CATERPILLAR INCCAT1,838$713,3780.20%
99APOLLO GLOBAL MGMT INC03769M1065,000$709,3500.19%
100VANGUARD INDEX FDS9229087512,949$698,8130.19%
101GRAYSCALE BITCOIN TRUST ETFGBTC7,983$677,1980.19%
102VANGUARD INDEX FDS9229087443,787$669,3650.18%
103PHILIP MORRIS INTL INC7181721093,633$661,7080.18%
104ABBOTT LABSABLZF4,848$659,3760.18%
105ISHARES TR4642875983,388$658,0030.18%
106PEPSICO INCPEP4,900$647,0610.18%
107VANGUARD INTL EQUITY INDEX F92204285812,882$637,1390.17%
108MCDONALDS CORPMCD2,173$634,9400.17%
109CONOCOPHILLIPSCOP7,066$634,1030.17%
110CYBERARK SOFTWARE LTDM2682V1081,500$610,3200.17%
111VANGUARD WORLD FD9219108161,646$602,7160.17%
112SHOPIFY INCSHOP5,107$589,0920.16%
113LOCKHEED MARTIN CORPLMT1,271$588,5190.16%
114VANGUARD WORLD FD92204A5042,352$584,0960.16%
115COINBASE GLOBAL INCCOIN1,635$573,0510.16%
116ISHARES TR4642874814,072$564,7420.16%
117AT&T INCT-PC19,505$564,4870.16%
118VANGUARD WORLD FD92204A702850$563,7730.15%
119CHEVRON CORP NEWCVX3,810$545,5010.15%
120LOWES COS INC5486611072,397$531,8460.15%
121VANGUARD INTL EQUITY INDEX F9220427757,823$525,8910.14%
122ISHARES TR4642874995,706$524,7810.14%
123RUSH STREET INTERACTIVE INCRSI35,100$522,9900.14%
124ISHARES TR46428723410,676$515,0090.14%
125VANGUARD INDEX FDS9229086291,835$513,4430.14%
126IONIS PHARMACEUTICALS INCIONS12,961$512,0890.14%
127MESABI TRMSB20,856$499,7080.14%
128COMCAST CORP NEWCCZ13,755$490,9290.13%
129TAIWAN SEMICONDUCTOR MFG LTD8740391002,126$481,4510.13%
130BRISTOL-MYERS SQUIBB COCELG-RI10,395$481,1990.13%
131DEERE & CODE945$480,7150.13%
132DIMENSIONAL ETF TRUST25434V6098,876$478,9490.13%
133DUKE ENERGY CORP NEWDUKB4,057$478,7540.13%
134VANGUARD ADMIRAL FDS INC9219325051,195$473,8690.13%
135INVESCO EXCH TRADED FD TR IIIVZ20,107$470,3030.13%
136NEXTERA ENERGY INCNEE-PW6,586$457,1920.13%
137SSGA ACTIVE ETF TR78467V84811,145$447,0320.12%
138PIMCO ETF TR72201R7754,841$446,2370.12%
139ISHARES TR46432F8345,709$441,4010.12%
140INVESCO EXCH TRADED FD TR IIIVZ11,296$439,6080.12%
141REDDIT INCRDDT2,912$438,4600.12%
142UNION PAC CORPUNP1,887$434,2020.12%
143ISHARES TR4642874733,258$430,5420.12%
144SCHWAB CHARLES CORPSCHW-PJ4,632$422,6030.12%
145SPDR GOLD TRGLD1,371$417,9220.11%
146GRAIL INCGRAL8,029$412,8510.11%
147ISHARES SILVER TRSLV12,559$412,0610.11%
148GLOBAL X FDS37954Y48324,445$408,7200.11%
149GE VERNOVA INCGEV769$406,9800.11%
150ISHARES TR4642876712,688$404,2480.11%
151ISHARES TR46436E7184,008$403,5440.11%
152BOOKING HOLDINGS INCBKNG69$399,4890.11%
153EATON CORP PLCETN1,118$399,1150.11%
154UNITED RENTALS INCURI523$394,1220.11%
155STARBUCKS CORPSBUX4,176$382,6850.11%
156NUCOR CORPNUE2,929$379,4230.10%
157PAYCHEX INCPAYX2,604$378,7780.10%
158VANGUARD WHITEHALL FDS9219464062,831$377,3690.10%
159GOLAR LNG LTDGLNG9,066$373,4310.10%
160SERVICENOW INCNOW362$372,1650.10%
161CSX CORPCSX11,390$371,6530.10%
162SCHWAB STRATEGIC TR80852440913,277$367,3640.10%
163MERCK & CO INCMRK4,638$367,1080.10%
164NIKE INCNKE5,165$366,9190.10%
165ISHARES TR4642871763,240$356,5300.10%
166PALANTIR TECHNOLOGIES INCPLTR2,602$354,7050.10%
167CROWDSTRIKE HLDGS INCCRWD683$347,8590.10%
168GILEAD SCIENCES INCGILD3,110$344,7770.09%
169ISHARES INC46434G1035,705$342,4490.09%
170VANGUARD INTL EQUITY INDEX F9220427182,527$339,6040.09%
171PFIZER INCPFE13,991$339,1420.09%
172CADENCE DESIGN SYSTEM INCCDNS1,100$338,9650.09%
173PROSHARES TR74347X8314,067$337,5540.09%
174WASTE MGMT INC DEL94106L1091,461$334,2590.09%
175ISHARES TR4642872263,364$333,6660.09%
176SALESFORCE INCCRM1,216$331,6330.09%
177UNITEDHEALTH GROUP INCUNH1,057$329,8480.09%
178CISCO SYS INCCSCO4,751$329,6230.09%
179ACCENTURE PLC IRELANDACN1,095$327,2850.09%
180ALNYLAM PHARMACEUTICALS INCALNY1,000$326,0900.09%
181GENUINE PARTS COGPC2,677$324,7470.09%
182GOLDMAN SACHS GROUP INCGSCE458$324,3940.09%
183GARMIN LTDGRMN1,554$324,3510.09%
184EDISON INTL2810201076,177$318,7330.09%
185BLACKROCK INCBLK303$317,9880.09%
186CARVANA COCVNA935$315,0580.09%
187CELESTICA INCCLS2,000$312,2200.09%
188SIXTH STREET SPECIALTY LENDITSLX13,030$310,2440.09%
189PNC FINL SVCS GROUP INC6934751051,663$310,0160.09%
190THERMO FISHER SCIENTIFIC INCTMO757$306,9980.08%
191DIMENSIONAL ETF TRUST25434V4014,561$305,6780.08%
192ISHARES TR4642871682,298$305,1970.08%
193SHELL PLCRYDAF4,317$303,9740.08%
194AMERIPRISE FINL INC03076C106568$303,1590.08%
195LAM RESEARCH CORPLRCX3,095$301,3090.08%
196TENCENT MUSIC ENTMT GROUPXHLD15,000$292,3500.08%
197FIDELITY COVINGTON TRUST31609A4048,759$291,3220.08%
198VANGUARD INDEX FDS9229086521,476$284,4400.08%
199FLEXSHARES TRFLEX3,885$284,3040.08%
200REXFORD INDL RLTY INC76169C1007,990$284,2040.08%
201BOSTON SCIENTIFIC CORPBSX2,639$283,4550.08%
202VERIZON COMMUNICATIONS INCVZ6,500$281,2540.08%
203CONSOLIDATED EDISON INCED2,757$276,6720.08%
204MANULIFE FINL CORP56501R1068,608$275,1120.08%
205INTEL CORPINTC12,144$272,0180.07%
206STARWOOD PPTY TR INCSTHO13,494$270,8270.07%
207MATTEL INCMAT13,637$268,9220.07%
208INTERCONTINENTAL EXCHANGE IN45866F1041,463$268,4170.07%
209STRYKER CORPORATIONSYK678$268,2370.07%
210NEONC TECHNOLOGIES HLDGS INCNTHI73,246$261,4880.07%
211KEMPER CORPKMPB4,035$260,4190.07%
212AUTOZONE INCAZO69$256,1440.07%
213VANGUARD INDEX FDS9229085532,842$253,1110.07%
214ISHARES TR4642876062,776$252,5600.07%
2153M COMMM1,658$252,4870.07%
216INTUITINTU317$249,6790.07%
217NEW YORK TIMES CONYT4,414$247,0960.07%
218FORTINET INCFTNT2,321$245,3760.07%
219SPDR SERIES TRUST78464A1021,033$245,1100.07%
220SPDR SERIES TRUST78464A3592,932$242,3840.07%
221PARSONS CORP DELPSN3,376$242,2960.07%
222SELECT SECTOR SPDR TR81369Y5062,850$241,7090.07%
223CVS HEALTH CORPCVS3,493$240,9710.07%
224TEXAS INSTRS INC8825081041,136$235,7740.06%
225ADVANCED MICRO DEVICES INCAMD1,659$235,3420.06%
226DIMENSIONAL ETF TRUST25434V8075,481$234,7510.06%
227MICROSTRATEGY INCSTRK579$234,0490.06%
228MORGAN STANLEYMS-PQ1,661$234,0170.06%
229ISHARES TR4642882571,770$227,6300.06%
230ISHARES TR4642882812,427$224,7580.06%
231RALPH LAUREN CORPRL803$220,2470.06%
232TJX COS INC NEW8725401091,775$219,1410.06%
233ISHARES TR46436E6685,659$218,0920.06%
234BANK HAWAII CORP0625401093,201$216,1640.06%
235IDEXX LABS INC45168D104400$214,5360.06%
236PRINCIPAL FINANCIAL GROUP INPFG2,673$212,3160.06%
237ALLSTATE CORPALL-PJ1,052$211,8130.06%
238DANAHER CORPORATION2358511021,071$211,5650.06%
239DARDEN RESTAURANTS INCDRI935$203,8020.06%
240ISHARES TR4642898754,367$201,0400.06%
241LINDE PLCLIN427$200,4680.06%
242GOLDMAN SACHS BDC INCGSBD14,790$166,3880.05%
243NANO X IMAGING LTDNNOX24,200$125,1140.03%
244WESTERN ASSET GBL HIGH INC F95766B10913,000$85,0200.02%
245OPKO HEALTH INCOPK16,550$21,8460.01%
246CLEARSIDE BIOMEDICAL INCCLSDQ23,400$18,7200.01%