Portfolio (Quarterly)
Guide ↗
Westmount Partners, LLC
· CIK 0002051491| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 14,902.0 | $2.1M | 0.53% | NEW | — | $143.31 | +2.0% |
| 42 | USFR | WISDOMTREE TR | — | 42,076.0 | $2.1M | 0.53% | NEW | — | $50.32 | +0.0% |
| 43 | JNJ | JOHNSON & JOHNSON | Healthcare | 10,043.0 | $2.1M | 0.52% | NEW | — | $206.95 | +11.7% |
| 44 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 3,581.0 | $2.0M | 0.51% | NEW | — | $566.36 | -25.2% |
| 45 | DIS | DISNEY WALT CO | Communication Services | 17,627.0 | $2.0M | 0.50% | NEW | — | $113.77 | -8.5% |
| 46 | TSLA | TESLA INC | Consumer Cyclical | 4,391.0 | $2.0M | 0.49% | NEW | — | $449.71 | -1.8% |
| 47 | — | ASTRANA HEALTH INC | — | 79,423.0 | $2.0M | 0.49% | NEW | — | $24.81 | — |
| 48 | IWM | ISHARES TR | — | 7,932.0 | $2.0M | 0.49% | NEW | — | $246.16 | +17.9% |
| 49 | IVW | ISHARES TR | — | 14,720.0 | $1.8M | 0.45% | NEW | — | $123.26 | +12.9% |
| 50 | IWB | ISHARES TR | — | 4,819.0 | $1.8M | 0.45% | NEW | — | $373.42 | +10.1% |
| 51 | VUG | VANGUARD INDEX FDS | — | 3,589.0 | $1.8M | 0.44% | NEW | — | $487.80 | -81.8% |
| 52 | QCOM | QUALCOMM INC | Technology | 10,168.0 | $1.7M | 0.43% | NEW | — | $171.05 | +39.1% |
| 53 | FNDF | SCHWAB STRATEGIC TR | — | 37,577.0 | $1.7M | 0.42% | NEW | — | $45.21 | +19.8% |
| 54 | XOM | EXXON MOBIL CORP | Energy | 13,883.0 | $1.7M | 0.42% | NEW | — | $120.34 | +22.8% |
| 55 | DFAS | DIMENSIONAL ETF TRUST | — | 23,906.0 | $1.7M | 0.41% | NEW | — | $69.67 | +13.0% |
| 56 | ITOT | ISHARES TR | — | 10,914.0 | $1.6M | 0.41% | NEW | — | $148.68 | +10.7% |
| 57 | IWF | ISHARES TR | — | 3,201.0 | $1.5M | 0.38% | NEW | — | $473.26 | -73.2% |
| 58 | — | BERKSHIRE HATHAWAY INC DEL | — | 2.0 | $1.5M | 0.38% | NEW | — | $754800.00 | — |
| 59 | SCHF | SCHWAB STRATEGIC TR | — | 60,411.0 | $1.5M | 0.36% | NEW | — | $24.04 | +15.1% |
| 60 | RDNT | RADNET INC | Healthcare | 20,000.0 | $1.4M | 0.36% | NEW | — | $71.35 | -24.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
47.3%
Financial Services
14.8%
Healthcare
9.6%
Communication Services
8.9%
Consumer Cyclical
7.3%
Consumer Defensive
5.1%
Industrials
3.8%
Energy
1.7%
Utilities
1.0%
Basic Materials
0.4%