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Portfolio (Quarterly) Guide ↗

Westmount Partners, LLC

· CIK 0002051491
13F Portfolio $457M AUM 275 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 39 New 91 Added 55 Reduced 28 Exited
Page 4 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DFAS DIMENSIONAL ETF TRUST 20,516.0 $1.7M 0.37% -3K -13.1% $82.34 +0.9%
62 AOR ISHARES TR 24,291.0 $1.7M 0.37% +7K +40.5% $69.50 +0.2%
63 SCHA SCHWAB STRATEGIC TR 44,124.0 $1.6M 0.35% -592.0 -1.3% $36.13 -3.1%
64 IWF ISHARES TR 12,819.0 $1.6M 0.35% +10K +303.1% $124.17 -0.9%
65 WSM WILLIAMS SONOMA INC Consumer Cyclical 6,623.0 $1.5M 0.34% $233.09 +3.6%
66 FNDA SCHWAB STRATEGIC TR 40,438.0 $1.5M 0.34% $38.06 -0.7%
67 BERKSHIRE HATHAWAY INC DEL 2.0 $1.5M 0.33% $748850.00
68 ISRG INTUITIVE SURGICAL INC Healthcare 3,764.0 $1.5M 0.33% +221.0 +6.2% $397.68 -1.6%
69 IEFA ISHARES TR 15,063.0 $1.5M 0.32% $96.58 +3.4%
70 ABBV ABBVIE INC Healthcare 5,727.0 $1.4M 0.32% -6K -53.0% $251.64 +2.9%
71 AMD ADVANCED MICRO DEVICES INC Technology 2,473.0 $1.4M 0.31% +655.0 +36.0% $580.86 -16.6%
72 LRCX LAM RESEARCH CORP Technology 3,263.0 $1.4M 0.31% +133.0 +4.2% $433.37 -24.3%
73 GE GE AEROSPACE Industrials 3,778.0 $1.4M 0.31% -880.0 -18.9% $373.71 +0.4%
74 VO VANGUARD INDEX FDS 17,215.0 $1.4M 0.30% +15K +850.6% $80.57 +3.2%
75 AMGN AMGEN INC Healthcare 3,735.0 $1.4M 0.30% -61.0 -1.6% $362.15 +17.4%
76 PSX PHILLIPS 66 Energy 7,987.0 $1.4M 0.29% +51.0 +0.6% $169.05 +44.0%
77 UPRO PROSHARES TR 9,370.0 $1.3M 0.29% +884.0 +10.4% $141.79 +6.6%
78 DFAX DIMENSIONAL ETF TRUST 35,355.0 $1.3M 0.28% -750.0 -2.1% $36.84 +2.2%
79 SDY SPDR SERIES TRUST 8,526.0 $1.3M 0.28% -114.0 -1.3% $152.19 +3.6%
80 RDNT RADNET INC Healthcare 20,000.0 $1.2M 0.27% $61.67 +19.7%
Page 4 of 14  ·  275 positions

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 48.6%
Financial Services 14.0%
Communication Services 8.6%
Consumer Cyclical 8.2%
Healthcare 7.6%
Consumer Defensive 5.1%
Industrials 4.3%
Energy 1.9%
Utilities 1.3%
Basic Materials 0.3%