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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 Q4 2025 · Filed January 15, 2026 · Accession 0002051491-26-000001

Total Value
$401.1M
Positions
246
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (246)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL170,045$46.2M11.53%
2MICROSOFT CORPMSFT35,773$17.3M4.31%
3NVIDIA CORPORATIONNVDA89,784$16.7M4.17%
4BROADCOM INCAVGO48,224$16.7M4.16%
5VANGUARD INDEX FDS92290836323,654$14.8M3.70%
6CACI INTL INC12719030421,316$11.4M2.83%
7AMAZON COM INCAMZN41,818$9.7M2.41%
8SPDR S&P 500 ETF TRSPY13,741$9.4M2.34%
9ALPHABET INCGOOG28,644$9.0M2.24%
10BERKSHIRE HATHAWAY INC DELBRK-A17,049$8.6M2.14%
11ISHARES TR46428720011,577$7.9M1.98%
12VANGUARD INTL EQUITY INDEX F92204274254,530$7.7M1.92%
13VANGUARD INDEX FDS92290876921,105$7.1M1.76%
14WALMART INCWMT54,968$6.1M1.53%
15INTERNATIONAL BUSINESS MACHSINTR19,288$5.7M1.42%
16ILLUMINA INCILMN40,103$5.3M1.31%
17INVESCO QQQ TRIVZ7,919$4.9M1.21%
18ALPHABET INCGOOG13,353$4.2M1.04%
19ORACLE CORPORCL-PD18,909$3.7M0.92%
20META PLATFORMS INCMETA5,509$3.6M0.91%
21ISHARES TR46428985936,360$3.3M0.81%
22ROBINHOOD MKTS INC77070010228,620$3.2M0.81%
23MASIMO CORPMASI24,232$3.2M0.79%
24ISHARES TR46428780426,052$3.1M0.78%
25COSTCO WHSL CORP NEW22160K1053,467$3.0M0.75%
26BANK MARIN BANCORP063425102114,559$3.0M0.74%
27WELLS FARGO CO NEW94974610130,595$2.9M0.71%
28SCHWAB STRATEGIC TR808524201105,342$2.8M0.71%
29SPDR SERIES TRUST78468R66330,984$2.8M0.71%
30NETFLIX INCNFLX30,135$2.8M0.70%
31JPMORGAN CHASE & CO.VYLD8,725$2.8M0.70%
32DIMENSIONAL ETF TRUST25434V72460,240$2.8M0.70%
33KORN FERRYKFY41,518$2.7M0.68%
34ISHARES TR46428746525,063$2.4M0.60%
35VISA INCV6,452$2.3M0.56%
36HOME DEPOT INCHD6,535$2.2M0.56%
37INVESCO EXCH TRADED FD TR IIIVZ40,000$2.2M0.55%
38ELI LILLY & COLLY2,058$2.2M0.55%
39SCHWAB STRATEGIC TR80852477179,721$2.2M0.54%
40SCHWAB STRATEGIC TR80852430066,447$2.2M0.54%
41PROCTER AND GAMBLE CO74271810914,902$2.1M0.53%
42WISDOMTREE TRWT42,076$2.1M0.53%
43JOHNSON & JOHNSONJNJ10,043$2.1M0.52%
44INTUITIVE SURGICAL INCISRG3,581$2.0M0.51%
45DISNEY WALT CO25468710617,627$2.0M0.50%
46TESLA INCTSLA4,391$2.0M0.49%
47ASTRANA HEALTH INCASTH79,423$2.0M0.49%
48ISHARES TR4642876557,932$2.0M0.49%
49ISHARES TR46428730914,720$1.8M0.45%
50ISHARES TR4642876224,819$1.8M0.45%
51VANGUARD INDEX FDS9229087363,589$1.8M0.44%
52QUALCOMM INCQCOM10,168$1.7M0.43%
53SCHWAB STRATEGIC TR80852475537,577$1.7M0.42%
54EXXON MOBIL CORPXOM13,883$1.7M0.42%
55DIMENSIONAL ETF TRUST25434V50023,906$1.7M0.42%
56ISHARES TR46428715010,914$1.6M0.40%
57ISHARES TR4642876143,201$1.5M0.38%
58BERKSHIRE HATHAWAY INC DELBRK-A2$1.5M0.38%
59SCHWAB STRATEGIC TR80852480560,411$1.5M0.36%
60RADNET INCRDNT20,000$1.4M0.36%
61ISHARES TR4642874086,482$1.4M0.34%
62SELECT SECTOR SPDR TR81369Y8039,238$1.3M0.33%
63ISHARES TR46432F84214,645$1.3M0.33%
64SCHWAB STRATEGIC TR80852476340,438$1.3M0.32%
65SCHWAB STRATEGIC TR80852460744,716$1.3M0.32%
66BANK AMERICA CORP06050510422,288$1.2M0.31%
67AMGEN INCAMGN3,684$1.2M0.30%
68SPDR SERIES TRUST78464A7638,626$1.2M0.30%
69DIMENSIONAL ETF TRUST25434V88036,105$1.2M0.29%
70ABBVIE INCABBV5,006$1.1M0.29%
71VANGUARD TAX-MANAGED FDS92194385818,168$1.1M0.28%
72WILLIAMS SONOMA INCWSM6,329$1.1M0.28%
73CATERPILLAR INCCAT1,840$1.1M0.26%
74VANGUARD SCOTTSDALE FDS92206C40913,144$1.0M0.26%
75ISHARES TR46428986715,819$1.0M0.26%
76IONIS PHARMACEUTICALS INCIONS12,961$1.0M0.26%
77PHILLIPS 66PSX7,934$1.0M0.26%
78VANGUARD WORLD FD92204A7021,350$1.0M0.25%
79VANGUARD SPECIALIZED FUNDS9219088444,426$972,6950.24%
80ISHARES TR46434V4644,208$970,0720.24%
81PROSHARES TR74347X8648,377$969,6930.24%
82ISHARES TR46428827312,074$936,0820.23%
83SCHWAB STRATEGIC TR80852473025,957$936,0090.23%
84SCHWAB STRATEGIC TR80852470627,508$900,8870.22%
85COCA COLA COKO12,486$872,9250.22%
86SEMPRASREA9,870$871,4070.22%
87SHOPIFY INCSHOP5,377$865,5360.22%
88SCHWAB STRATEGIC TR80852410232,834$861,2480.21%
89BLACKSTONE INCBX5,440$838,4490.21%
90HONEYWELL INTL INC4385161064,147$809,1350.20%
91AMERICAN EXPRESS COAXP2,185$808,3570.20%
92MESABI TRMSB20,856$803,1620.20%
93VANGUARD INDEX FDS9229087513,112$802,8640.20%
94ISHARES TR46428750712,163$802,7270.20%
95GE AEROSPACE3696043012,592$798,5340.20%
96MASTERCARD INCORPORATEDMA1,363$778,3530.19%
97ISHARES SILVER TRSLV11,764$757,8370.19%
98FAIR ISAAC CORPFICO446$754,0170.19%
99VANGUARD WORLD FD9219108161,793$740,0970.18%
100CELESTICA INCCLS2,500$739,0250.18%
101APOLLO GLOBAL MGMT INC03769M1065,000$723,8000.18%
102THERMO FISHER SCIENTIFIC INCTMO1,247$722,6670.18%
103ISHARES TR4642875983,388$712,6560.18%
104GRAIL INCGRAL8,279$708,6000.18%
105VANGUARD INTL EQUITY INDEX F92204285813,032$700,6030.17%
106VANGUARD INDEX FDS9229087443,662$699,4570.17%
107RUSH STREET INTERACTIVE INCRSI35,100$681,9930.17%
108VANGUARD WORLD FD92204A5042,352$677,0230.17%
109CYBERARK SOFTWARE LTDM2682V1081,500$669,0900.17%
110MCDONALDS CORPMCD2,173$664,2840.17%
111CONOCOPHILLIPSCOP7,077$662,5020.17%
112GRAYSCALE BITCOIN TRUST ETFGBTC9,686$662,1350.17%
113TAIWAN SEMICONDUCTOR MFG LTD8740391002,176$661,1760.16%
114LOCKHEED MARTIN CORPLMT1,255$606,9920.15%
115BOEING COBA-PA2,733$593,3700.15%
116LOWES COS INC5486611072,426$584,9760.15%
117ISHARES TR46428723410,639$582,0450.15%
118REDDIT INCRDDT2,514$577,8930.14%
119PEPSICO INCPEP4,012$575,8410.14%
120CHEVRON CORP NEWCVX3,712$565,7430.14%
121PHILIP MORRIS INTL INC7181721093,502$561,7130.14%
122BRISTOL-MYERS SQUIBB COCELG-RI10,356$558,6010.14%
123ABBOTT LABSABLZF4,445$556,9140.14%
124ISHARES TR4642874995,706$549,3170.14%
125VANGUARD INTL EQUITY INDEX F9220427757,360$541,4340.13%
126NEXTERA ENERGY INCNEE-PW6,660$534,6840.13%
127LAM RESEARCH CORPLRCX3,096$529,9430.13%
128SPDR GOLD TRGLD1,334$528,6780.13%
129DIMENSIONAL ETF TRUST25434V6098,876$528,4770.13%
130VANGUARD INDEX FDS9229086291,806$524,0920.13%
131INVESCO EXCH TRADED FD TR IIIVZ20,107$518,9620.13%
132ISHARES INC46434G1037,472$502,2570.13%
133AT&T INCT-PC19,539$485,3480.12%
134SSGA ACTIVE ETF TR78467V84812,041$484,6310.12%
135MERCK & CO INCMRK4,571$481,1600.12%
136DUKE ENERGY CORP NEWDUKB4,100$480,5890.12%
137NUCOR CORPNUE2,929$477,7490.12%
138INVESCO EXCH TRADED FD TR IIIVZ11,296$476,5310.12%
139PIMCO ETF TR72201R7755,096$474,3540.12%
140TRUST FOR PROFESSIONAL MANAG89834G77824,925$473,7060.12%
141ISHARES TR4642877395,038$472,9950.12%
142CARVANA COCVNA1,117$471,3960.12%
143SCHWAB CHARLES CORPSCHW-PJ4,652$464,7950.12%
144ALTRIA GROUP INCMO8,010$461,8480.12%
145ISHARES TR46432F8345,449$461,2140.11%
146ISHARES TR46436E7184,582$459,9680.11%
147ISHARES TR4642876712,692$452,1510.11%
148UNION PAC CORPUNP1,905$440,6040.11%
149GARMIN LTDGRMN2,163$438,7650.11%
150ADVANCED MICRO DEVICES INCAMD2,043$437,4510.11%
151GLOBAL X FDS37954Y48324,562$434,0110.11%
152PALANTIR TECHNOLOGIES INCPLTR2,438$433,3550.11%
153MERCADOLIBRE INCMELI214$431,0520.11%
154DEERE & CODE913$425,0650.11%
155UNITED RENTALS INCURI523$423,3950.11%
156CSX CORPCSX11,379$412,5070.10%
157VANGUARD WHITEHALL FDS9219464062,860$410,4110.10%
158GOLDMAN SACHS GROUP INCGSCE462$406,1120.10%
159ALNYLAM PHARMACEUTICALS INCALNY1,000$397,6500.10%
160COMCAST CORP NEWCCZ13,271$396,6590.10%
161ISHARES TR4642886793,597$396,2100.10%
162SCHWAB STRATEGIC TR80852440913,277$393,1210.10%
163CISCO SYS INCCSCO5,085$391,7280.10%
164INTEL CORPINTC10,365$382,4550.10%
165PROSHARES TR74347X8317,221$380,7050.09%
166ISHARES TR4642888514,224$377,0190.09%
167BOOKING HOLDINGS INCBKNG70$374,9220.09%
168NU HLDGS LTDNU22,351$374,1560.09%
169EDISON INTL2810201076,183$371,1290.09%
170VANGUARD INTL EQUITY INDEX F9220427182,527$362,1950.09%
171COINBASE GLOBAL INCCOIN1,596$360,9190.09%
172RTX CORPORATIONRTX1,965$360,2970.09%
173NEONC TECHNOLOGIES HLDGS INCNTHI43,320$358,2560.09%
174ISHARES TR4642871763,240$356,1080.09%
175EATON CORP PLCETN1,118$356,0940.09%
176GILEAD SCIENCES INCGILD2,834$347,8940.09%
177ISHARES TR4642872263,440$343,5800.09%
178DIMENSIONAL ETF TRUST25434V4014,561$338,2890.08%
179ISHARES TR4642898757,080$337,9260.08%
180GOLAR LNG LTDGLNG9,070$337,4870.08%
181PNC FINL SVCS GROUP INC6934751051,611$336,2930.08%
182BLACKROCK INCBLK314$336,1540.08%
183ASML HOLDING N VASMLF314$335,9360.08%
184SALESFORCE INCCRM1,237$327,7740.08%
185FIDELITY COVINGTON TRUST31609A4048,888$325,1360.08%
186WASTE MGMT INC DEL94106L1091,464$321,7410.08%
187MORGAN STANLEYMS-PQ1,782$316,3750.08%
188STARBUCKS CORPSBUX3,730$314,1110.08%
189CADENCE DESIGN SYSTEM INCCDNS1,000$312,5800.08%
190REXFORD INDL RLTY INC76169C1007,990$309,3730.08%
191SHELL PLCRYDAF4,210$309,3650.08%
192VANGUARD INDEX FDS9229086521,476$308,6610.08%
193NEW YORK TIMES CONYT4,414$306,4200.08%
194ACCENTURE PLC IRELANDACN1,135$304,5210.08%
195VERIZON COMMUNICATIONS INCVZ7,180$292,4230.07%
196NIKE INCNKE4,577$291,5900.07%
197PAYCHEX INCPAYX2,589$290,4340.07%
198SPDR SERIES TRUST78464A1021,033$287,0500.07%
199RALPH LAUREN CORPRL803$283,9490.07%
200SIXTH STREET SPECIALTY LENDITSLX13,030$283,0120.07%
201GE VERNOVA INCGEV429$280,5170.07%
202CVS HEALTH CORPCVS3,493$277,2320.07%
203BARRICK MNG CORP06849F1086,338$276,0200.07%
204CROWDSTRIKE HLDGS INCCRWD585$274,2310.07%
205CONSOLIDATED EDISON INCED2,757$273,8320.07%
206DIMENSIONAL ETF TRUST25434V8075,481$273,5020.07%
207IDEXX LABS INC45168D104400$270,6120.07%
208MATTEL INCMAT13,637$270,5580.07%
2093M COMMM1,687$270,1390.07%
210ISHARES TR4642876062,776$268,9390.07%
211TJX COS INC NEW8725401091,740$267,2150.07%
212SPDR SERIES TRUST78464A3592,950$263,1530.07%
213TENCENT MUSIC ENTMT GROUPXHLD15,000$262,9500.07%
214FLEXSHARES TRFLEX3,213$259,6430.06%
215PFIZER INCPFE10,402$259,0020.06%
216DIREXION SHS ETF TR25459W1022,199$258,4080.06%
217SELECT SECTOR SPDR TR81369Y5065,700$254,8470.06%
218TRAVELERS COMPANIES INCTRV868$251,6920.06%
219VANGUARD INDEX FDS9229085532,837$251,0170.06%
220ISHARES TR4642882571,748$247,2990.06%
221DANAHER CORPORATION2358511021,076$246,3180.06%
222STARWOOD PPTY TR INCSTHO13,675$246,2910.06%
223INTERCONTINENTAL EXCHANGE IN45866F1041,511$244,7220.06%
224BRIDGEBIO PHARMA INCBBIO3,156$241,4020.06%
225ISHARES TR46436E6685,735$237,3320.06%
226STRYKER CORPORATIONSYK675$237,2420.06%
227ISHARES BITCOIN TRUST ETFIBIT4,736$235,1420.06%
228PRINCIPAL FINANCIAL GROUP INPFG2,648$233,5800.06%
229ISHARES TR4642882812,402$231,2660.06%
230SERVICENOW INCNOW1,485$227,4870.06%
231INTUITINTU343$227,2100.06%
232ALLSTATE CORPALL-PJ1,055$219,5020.05%
233VANGUARD INDEX FDS9229086111,024$216,9240.05%
234LINDE PLCLIN500$213,2820.05%
235ISHARES TR46436E6766,017$212,6450.05%
236BOSTON SCIENTIFIC CORPBSX2,223$211,9630.05%
237PARSONS CORP DELPSN3,376$208,6370.05%
238UNITEDHEALTH GROUP INCUNH621$205,0470.05%
239ISHARES TR46428822411,827$194,3180.05%
240GOLDMAN SACHS BDC INCGSBD14,790$137,2510.03%
241STARZ ENTERTAINMENT CORP.85591910610,000$117,0000.03%
242NANO X IMAGING LTDNNOX24,200$67,7600.02%
243WESTERN ASSET GBL HIGH INC F95766B10910,000$64,1000.02%
244PATRIOT NATL BANCORP INC70336F20320,000$36,4000.01%
245OPKO HEALTH INCOPK18,550$23,3730.01%
246FATE THERAPEUTICS INCFATE10,098$9,9220.00%