Portfolio (Quarterly)
Guide ↗
Westmount Partners, LLC
· CIK 0002051491| # | 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% |
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
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%