Portfolio (Quarterly)
Guide ↗
Westmount Partners, LLC
· CIK 0002051491| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | IVE | ISHARES TR | — | 6,482.0 | $1.4M | 0.34% | NEW | — | $212.06 | +7.5% |
| 62 | XLK | SELECT SECTOR SPDR TR | — | 9,238.0 | $1.3M | 0.33% | NEW | — | $143.97 | +29.8% |
| 63 | IEFA | ISHARES TR | — | 14,645.0 | $1.3M | 0.33% | NEW | — | $89.46 | +9.5% |
| 64 | FNDA | SCHWAB STRATEGIC TR | — | 40,438.0 | $1.3M | 0.32% | NEW | — | $31.51 | +15.4% |
| 65 | SCHA | SCHWAB STRATEGIC TR | — | 44,716.0 | $1.3M | 0.32% | NEW | — | $28.48 | +20.0% |
| 66 | BAC | BANK AMERICA CORP | Financial Services | 22,288.0 | $1.2M | 0.31% | NEW | — | $55.00 | -7.8% |
| 67 | AMGN | AMGEN INC | Healthcare | 3,684.0 | $1.2M | 0.30% | NEW | — | $327.31 | +2.7% |
| 68 | SDY | SPDR SERIES TRUST | — | 8,626.0 | $1.2M | 0.30% | NEW | — | $139.17 | +7.8% |
| 69 | DFAX | DIMENSIONAL ETF TRUST | — | 36,105.0 | $1.2M | 0.29% | NEW | — | $32.73 | +15.0% |
| 70 | ABBV | ABBVIE INC | Healthcare | 5,006.0 | $1.1M | 0.28% | NEW | — | $228.49 | -4.5% |
| 71 | VEA | VANGUARD TAX-MANAGED FDS | — | 18,168.0 | $1.1M | 0.28% | NEW | — | $62.47 | +14.6% |
| 72 | WSM | WILLIAMS SONOMA INC | Consumer Cyclical | 6,329.0 | $1.1M | 0.28% | NEW | — | $178.58 | +14.6% |
| 73 | CAT | CATERPILLAR INC | Industrials | 1,840.0 | $1.1M | 0.26% | NEW | — | $572.97 | +55.7% |
| 74 | VCSH | VANGUARD SCOTTSDALE FDS | — | 13,144.0 | $1.0M | 0.26% | NEW | — | $79.73 | -0.8% |
| 75 | AOR | ISHARES TR | — | 15,819.0 | $1.0M | 0.26% | NEW | — | $65.01 | +6.9% |
| 76 | IONS | IONIS PHARMACEUTICALS INC | Healthcare | 12,961.0 | $1.0M | 0.26% | NEW | — | $79.11 | -1.8% |
| 77 | PSX | PHILLIPS 66 | Energy | 7,934.0 | $1.0M | 0.26% | NEW | — | $129.03 | +37.5% |
| 78 | VGT | VANGUARD WORLD FD | — | 1,350.0 | $1.0M | 0.25% | NEW | — | $753.88 | -84.2% |
| 79 | VIG | VANGUARD SPECIALIZED FUNDS | — | 4,426.0 | $973K | 0.24% | NEW | — | $219.77 | +6.4% |
| 80 | CRBN | ISHARES TR | — | 4,208.0 | $970K | 0.24% | NEW | — | $230.53 | +9.9% |
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%