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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 Q3 2025 · Filed October 14, 2025 · Accession 0002051491-25-000017

Total Value
$387.2M
Positions
244
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (244)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL159,653$40.8M10.53%
2MICROSOFT CORPMSFT35,339$18.4M4.74%
3BROADCOM INCAVGO48,085$16.0M4.14%
4VANGUARD INDEX FDS92290836323,967$14.7M3.80%
5NVIDIA CORPORATIONNVDA68,166$12.8M3.30%
6CACI INTL INC12719030421,316$11.0M2.84%
7SPDR S&P 500 ETF TRSPY13,751$9.2M2.37%
8BERKSHIRE HATHAWAY INC DELBRK-A16,905$8.4M2.17%
9AMAZON COM INCAMZN37,511$8.3M2.14%
10ISHARES TR46428720011,632$7.8M2.02%
11VANGUARD INTL EQUITY INDEX F92204274253,751$7.4M1.92%
12VANGUARD INDEX FDS92290876919,580$6.4M1.67%
13ALPHABET INCGOOG24,823$6.1M1.57%
14WALMART INCWMT55,115$5.6M1.45%
15INTERNATIONAL BUSINESS MACHSINTR19,256$5.5M1.42%
16ORACLE CORPORCL-PD19,045$5.5M1.42%
17SPDR SERIES TRUST78468R66358,208$5.3M1.37%
18ILLUMINA INCILMN47,609$4.9M1.26%
19INVESCO QQQ TRIVZ8,005$4.8M1.25%
20ROBINHOOD MKTS INC77070010228,620$4.0M1.03%
21MASIMO CORPMASI25,866$3.7M0.95%
22META PLATFORMS INCMETA4,898$3.5M0.91%
23NETFLIX INCNFLX2,970$3.5M0.90%
24ISHARES TR46428985938,375$3.4M0.88%
25ALPHABET INCGOOG13,250$3.3M0.84%
26COSTCO WHSL CORP NEW22160K1053,467$3.2M0.82%
27ISHARES TR46428780425,973$3.1M0.80%
28KORN FERRYKFY41,518$2.9M0.75%
29SCHWAB STRATEGIC TR808524201105,341$2.8M0.72%
30JPMORGAN CHASE & CO.VYLD8,948$2.8M0.72%
31DIMENSIONAL ETF TRUST25434V72460,240$2.7M0.70%
32HOME DEPOT INCHD6,546$2.6M0.67%
33ISHARES TR46428765510,484$2.5M0.66%
34WELLS FARGO CO NEW94974610130,603$2.5M0.64%
35ISHARES TR46428746525,500$2.4M0.62%
36ASTRANA HEALTH INCASTH83,689$2.4M0.61%
37VISA INCV6,585$2.3M0.59%
38PROCTER AND GAMBLE CO74271810914,915$2.3M0.59%
39INVESCO EXCH TRADED FD TR IIIVZ40,000$2.2M0.56%
40WISDOMTREE TRWT42,841$2.2M0.56%
41SCHWAB STRATEGIC TR80852477179,827$2.1M0.54%
42DISNEY WALT CO25468710618,588$2.1M0.54%
43SCHWAB STRATEGIC TR80852430064,666$2.1M0.54%
44TESLA INCTSLA4,092$1.9M0.49%
45JOHNSON & JOHNSONJNJ9,914$1.8M0.48%
46ISHARES TR46428730914,716$1.8M0.46%
47ISHARES TR4642876224,819$1.8M0.46%
48VANGUARD INDEX FDS9229087363,586$1.7M0.45%
49DIMENSIONAL ETF TRUST25434V50024,965$1.7M0.44%
50ELI LILLY & COLLY2,050$1.7M0.44%
51INTUITIVE SURGICAL INCISRG3,844$1.7M0.43%
52QUALCOMM INCQCOM10,107$1.7M0.43%
53TRUST FOR PROFESSIONAL MANAG89834G77876,775$1.7M0.43%
54SCHWAB STRATEGIC TR80852475537,466$1.6M0.42%
55ISHARES TR46428715010,784$1.6M0.41%
56RADNET INCRDNT20,000$1.6M0.40%
57EXXON MOBIL CORPXOM13,893$1.6M0.40%
58BERKSHIRE HATHAWAY INC DELBRK-A2$1.5M0.39%
59ISHARES TR4642876143,124$1.5M0.38%
60SCHWAB STRATEGIC TR80852480560,240$1.4M0.37%
61VANGUARD TAX-MANAGED FDS92194385822,777$1.4M0.36%
62ISHARES TR4642874086,409$1.3M0.34%
63SELECT SECTOR SPDR TR81369Y8034,641$1.3M0.34%
64SCHWAB STRATEGIC TR80852476340,579$1.3M0.33%
65SCHWAB STRATEGIC TR80852460744,716$1.2M0.32%
66SPDR SERIES TRUST78464A7638,820$1.2M0.32%
67WILLIAMS SONOMA INCWSM6,306$1.2M0.32%
68ABBVIE INCABBV5,027$1.2M0.32%
69FAIR ISAAC CORPFICO785$1.2M0.31%
70DIMENSIONAL ETF TRUST25434V88036,105$1.1M0.29%
71BANK AMERICA CORP06050510422,396$1.1M0.29%
72AMGEN INCAMGN3,670$1.1M0.28%
73PHILLIPS 66PSX7,941$1.1M0.28%
74VANGUARD SCOTTSDALE FDS92206C40913,140$1.0M0.27%
75ISHARES TR46428827312,988$998,7800.26%
76ISHARES TR46428986714,871$960,9520.25%
77VANGUARD SPECIALIZED FUNDS9219088444,425$959,8820.25%
78SCHWAB STRATEGIC TR80852473025,957$942,4990.24%
79PROSHARES TR74347X8648,321$937,7220.24%
80ISHARES TR46432F84210,568$928,9460.24%
81ISHARES TR46434V4644,066$926,5510.24%
82BLACKSTONE INCBX5,504$925,2600.24%
83SCHWAB STRATEGIC TR80852470627,508$923,7190.24%
84HONEYWELL INTL INC4385161064,269$897,2870.23%
85CATERPILLAR INCCAT1,837$883,4990.23%
86SEMPRASREA9,870$880,9810.23%
87IONIS PHARMACEUTICALS INCIONS12,961$852,8340.22%
88SCHWAB STRATEGIC TR80852410232,802$846,2980.22%
89COCA COLA COKO12,467$832,5710.21%
90ALTRIA GROUP INCMO12,210$809,4070.21%
91ISHARES TR46428750712,131$794,4770.21%
92VANGUARD INDEX FDS9229087513,112$793,4990.20%
93MASTERCARD INCORPORATEDMA1,364$782,3940.20%
94ISHARES TR4642888518,344$780,1490.20%
95GE AEROSPACE3696043012,570$773,2360.20%
96SHOPIFY INCSHOP5,107$763,8540.20%
97ISHARES TR4642877397,808$758,3530.20%
98GRAYSCALE BITCOIN TRUST ETFGBTC7,983$736,0330.19%
99CYBERARK SOFTWARE LTDM2682V1081,500$735,2550.19%
100VANGUARD WORLD FD9219108161,797$726,9400.19%
101RUSH STREET INTERACTIVE INCRSI35,100$703,7550.18%
102VANGUARD INTL EQUITY INDEX F92204285812,899$703,2340.18%
103ISHARES TR4642875983,388$690,6960.18%
104VANGUARD INDEX FDS9229087443,662$684,3080.18%
105AMERICAN EXPRESS COAXP2,081$683,7950.18%
106CONOCOPHILLIPSCOP6,997$667,9340.17%
107COINBASE GLOBAL INCCOIN1,896$656,3380.17%
108MESABI TRMSB20,856$652,9990.17%
109ABBOTT LABSABLZF4,883$651,7340.17%
110APOLLO GLOBAL MGMT INC03769M1065,000$649,7500.17%
111MCDONALDS CORPMCD2,161$649,3650.17%
112VANGUARD WORLD FD92204A702850$639,7080.17%
113VANGUARD WORLD FD92204A5042,352$627,2550.16%
114LOCKHEED MARTIN CORPLMT1,255$626,1680.16%
115BOEING COBA-PA2,876$618,8960.16%
116TAIWAN SEMICONDUCTOR MFG LTD8740391002,126$613,2030.16%
117LOWES COS INC5486611072,391$592,9440.15%
118ISHARES TR46428723410,894$586,3140.15%
119PHILIP MORRIS INTL INC7181721093,615$581,5360.15%
120PEPSICO INCPEP3,997$572,1640.15%
121CHEVRON CORP NEWCVX3,666$566,7170.15%
122CELESTICA INCCLS2,200$553,7180.14%
123VANGUARD INTL EQUITY INDEX F9220427757,662$551,3120.14%
124ISHARES TR4642874995,706$550,7430.14%
125ISHARES SILVER TRSLV12,560$538,9500.14%
126AT&T INCT-PC19,412$534,8000.14%
127VANGUARD INDEX FDS9229086291,800$528,3560.14%
128REDDIT INCRDDT2,564$519,4660.13%
129DIMENSIONAL ETF TRUST25434V6098,876$518,6250.13%
130NEXTERA ENERGY INCNEE-PW6,535$514,0990.13%
131INVESCO EXCH TRADED FD TR IIIVZ20,107$513,5330.13%
132GRAIL INCGRAL8,129$504,4860.13%
133UNITED RENTALS INCURI523$503,7380.13%
134STRATEGY INCSTRK1,470$497,4630.13%
135SSGA ACTIVE ETF TR78467V84812,244$496,1290.13%
136DUKE ENERGY CORP NEWDUKB4,034$493,7100.13%
137BRISTOL-MYERS SQUIBB COCELG-RI10,408$493,6620.13%
138SPDR GOLD TRGLD1,374$489,1850.13%
139PALANTIR TECHNOLOGIES INCPLTR2,626$485,6790.13%
140PIMCO ETF TR72201R7755,208$485,2630.13%
141ISHARES TR46436E7184,701$471,8750.12%
142INVESCO EXCH TRADED FD TR IIIVZ11,296$465,9250.12%
143ALNYLAM PHARMACEUTICALS INCALNY1,000$460,6500.12%
144NU HLDGS LTDNU29,415$446,8140.12%
145UNION PAC CORPUNP1,896$445,0440.11%
146ISHARES TR46432F8345,348$444,7810.11%
147ISHARES TR4642876712,690$444,6090.11%
148LAM RESEARCH CORPLRCX3,096$442,0280.11%
149DEERE & CODE948$428,2610.11%
150SCHWAB CHARLES CORPSCHW-PJ4,642$428,2550.11%
151GLOBAL X FDS37954Y48324,562$418,7820.11%
152MERCK & CO INCMRK4,640$418,1750.11%
153EATON CORP PLCETN1,118$417,9530.11%
154COMCAST CORP NEWCCZ13,246$409,8460.11%
155VANGUARD WHITEHALL FDS9219464062,844$401,2940.10%
156CSX CORPCSX11,340$396,8950.10%
157NEONC TECHNOLOGIES HLDGS INCNTHI40,208$396,8530.10%
158NUCOR CORPNUE2,929$396,5570.10%
159GARMIN LTDGRMN1,554$396,5500.10%
160THERMO FISHER SCIENTIFIC INCTMO747$396,5400.10%
161SCHWAB STRATEGIC TR80852440913,277$387,2790.10%
162CADENCE DESIGN SYSTEM INCCDNS1,100$387,1670.10%
163NIKE INCNKE5,064$375,7360.10%
164BOOKING HOLDINGS INCBKNG70$374,5780.10%
165PROSHARES TR74347X8313,519$368,9960.10%
166ISHARES INC46434G1035,513$366,2590.09%
167GOLAR LNG LTDGLNG9,068$363,7980.09%
168VANGUARD INTL EQUITY INDEX F9220427182,527$361,4120.09%
169GOLDMAN SACHS GROUP INCGSCE459$360,7220.09%
170ISHARES TR4642871763,240$360,3530.09%
171UNITEDHEALTH GROUP INCUNH1,033$359,6620.09%
172INTEL CORPINTC9,991$359,0640.09%
173ISHARES BITCOIN TRUST ETFIBIT5,353$357,2590.09%
174GE VERNOVA INCGEV585$354,6960.09%
175TENCENT MUSIC ENTMT GROUPXHLD15,000$346,8000.09%
176GILEAD SCIENCES INCGILD3,114$346,0920.09%
177BLACKROCK INCBLK303$345,8160.09%
178ISHARES TR4642872263,440$344,5910.09%
179STARBUCKS CORPSBUX3,993$336,9720.09%
180CARVANA COCVNA850$336,0990.09%
181CISCO SYS INCCSCO4,870$334,8280.09%
182REXFORD INDL RLTY INC76169C1007,990$334,3020.09%
183DIMENSIONAL ETF TRUST25434V4014,561$331,5390.09%
184ISHARES TR4642898756,930$330,8620.09%
185EDISON INTL2810201075,847$329,0690.08%
186PAYCHEX INCPAYX2,589$321,0620.08%
187WASTE MGMT INC DEL94106L1091,460$321,0190.08%
188PNC FINL SVCS GROUP INC6934751051,611$319,6870.08%
189ASML HOLDING N VASMLF314$315,0270.08%
190FIDELITY COVINGTON TRUST31609A4048,801$312,2640.08%
191VANGUARD INDEX FDS9229086521,476$309,9750.08%
192SHELL PLCRYDAF4,210$304,9450.08%
193SERVICENOW INCNOW322$293,8020.08%
194CROWDSTRIKE HLDGS INCCRWD585$292,4830.08%
195SIXTH STREET SPECIALTY LENDITSLX13,030$288,6150.07%
196PARSONS CORP DELPSN3,376$287,7700.07%
197SPDR SERIES TRUST78464A1021,033$286,2750.07%
198SALESFORCE INCCRM1,200$282,8670.07%
199ACCENTURE PLC IRELANDACN1,149$280,0230.07%
200VERIZON COMMUNICATIONS INCVZ6,384$279,8040.07%
201ISHARES TR4642871681,941$276,2820.07%
202MANULIFE FINL CORP56501R1068,608$270,7220.07%
203CONSOLIDATED EDISON INCED2,757$270,6620.07%
204CVS HEALTH CORPCVS3,493$268,5340.07%
205SPDR SERIES TRUST78464A3592,940$268,4810.07%
206ISHARES TR4642876062,776$266,7180.07%
207STARWOOD PPTY TR INCSTHO13,579$264,3920.07%
208MORGAN STANLEYMS-PQ1,680$263,6170.07%
209VANGUARD INDEX FDS9229085532,861$261,9970.07%
210ADVANCED MICRO DEVICES INCAMD1,591$260,8800.07%
2113M COMMM1,661$259,1900.07%
212FLEXSHARES TRFLEX3,239$258,3520.07%
213STRYKER CORPORATIONSYK700$254,9050.07%
214RALPH LAUREN CORPRL803$254,8880.07%
215SELECT SECTOR SPDR TR81369Y5062,850$254,6190.07%
216DIMENSIONAL ETF TRUST25434V8075,481$253,6610.07%
217BOSTON SCIENTIFIC CORPBSX2,639$252,9480.07%
218TJX COS INC NEW8725401091,740$251,0540.06%
219IDEXX LABS INC45168D104400$248,0440.06%
220ISHARES TR4642882571,770$245,9320.06%
221NEW YORK TIMES CONYT4,414$245,7720.06%
222PFIZER INCPFE8,826$240,1550.06%
223INTERCONTINENTAL EXCHANGE IN45866F1041,463$237,9420.06%
224MATTEL INCMAT13,637$235,6470.06%
225ISHARES TR46436E6685,665$231,9140.06%
226ISHARES TR4642882812,432$231,3400.06%
227INTUITINTU340$231,0300.06%
228DANAHER CORPORATION2358511021,076$229,0590.06%
229MERCADOLIBRE INCMELI104$226,3990.06%
230ALLSTATE CORPALL-PJ1,055$222,1700.06%
231PRINCIPAL FINANCIAL GROUP INPFG2,648$219,8900.06%
232VANGUARD INDEX FDS9229086111,024$214,5150.06%
233BARRICK MNG CORP06849F1086,338$213,6540.06%
234D R HORTON INC23331A1091,194$205,9670.05%
235RTX CORPORATIONRTX1,225$204,8590.05%
236KEMPER CORPKMPB4,035$204,7760.05%
237ISHARES TR46436E6765,808$204,1280.05%
238ROBLOX CORPRBLX1,498$200,8370.05%
239GOLDMAN SACHS BDC INCGSBD14,790$147,7520.04%
240STARZ ENTERTAINMENT CORP.85591910610,002$145,8290.04%
241NANO X IMAGING LTDNNOX24,200$89,2980.02%
242WESTERN ASSET GBL HIGH INC F95766B10913,000$85,4100.02%
243OPKO HEALTH INCOPK16,550$25,6530.01%
244FATE THERAPEUTICS INCFATE10,098$12,6230.00%