CIK 2051491
Westmount Partners, LLC
Institutional 13F holdings & portfolio
Holdings
246
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
13
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 246
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| QCOM | QUALCOMM INC | 10K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 38K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 14K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 24K | $1M+ | SH |
| ITOT | ISHARES TR | 11K | $1M+ | SH |
| IWF | ISHARES TR | 3K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2 | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 60K | $1M+ | SH |
| RDNT | RADNET INC | 20K | $1M+ | SH |
| IVE | ISHARES TR | 6K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 9K | $1M+ | SH |
| IEFA | ISHARES TR | 15K | $1M+ | SH |
| FNDA | SCHWAB STRATEGIC TR | 40K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 45K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 22K | $1M+ | SH |
| AMGN | AMGEN INC | 4K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 9K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 36K | $1M+ | SH |
| ABBV | ABBVIE INC | 5K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 18K | $1M+ | SH |
| WSM | WILLIAMS SONOMA INC | 6K | $1M+ | SH |
| CAT | CATERPILLAR INC | 2K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 13K | $1M+ | SH |
| AOR | ISHARES TR | 16K | $1M+ | SH |
| IONS | IONIS PHARMACEUTICALS INC | 13K | $1M+ | SH |
| PSX | PHILLIPS 66 | 8K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 1K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 4K | $500K+ | SH |
| CRBN | ISHARES TR | 4K | $500K+ | SH |
| UPRO | PROSHARES TR | 8K | $500K+ | SH |
| SCZ | ISHARES TR | 12K | $500K+ | SH |
| FNDE | SCHWAB STRATEGIC TR | 26K | $500K+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 28K | $500K+ | SH |
| KO | COCA COLA CO | 12K | $500K+ | SH |
| SRE | SEMPRA | 10K | $500K+ | SH |
| SHOP | SHOPIFY INC | 5K | $500K+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 33K | $500K+ | SH |
| BX | BLACKSTONE INC | 5K | $500K+ | SH |
| HON | HONEYWELL INTL INC | 4K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 2K | $500K+ | SH |
| MSB | MESABI TR | 21K | $500K+ | SH |
| VB | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| IJH | ISHARES TR | 12K | $500K+ | SH |
| GE | GE AEROSPACE | 3K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 1K | $500K+ | SH |
| SLV | ISHARES SILVER TR | 12K | $500K+ | SH |
| FICO | FAIR ISAAC CORP | 446 | $500K+ | SH |
| MGK | VANGUARD WORLD FD | 2K | $500K+ | SH |
| CLS | CELESTICA INC | 3K | $500K+ | SH |