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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 5 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VGT VANGUARD WORLD FD 10,197.0 $1.2M 0.27% +9K +579.8% $119.52 +0.2%
82 BAC BANK OF AMER CORP Financial Services 20,783.0 $1.2M 0.26% +1K +5.1% $56.98 +12.7%
83 IYW ISHARES TR 4,530.0 $1.1M 0.25% $252.23 -1.1%
84 ABNB AIRBNB INC Consumer Cyclical 7,661.0 $1.1M 0.24% NEW $143.09 +28.1%
85 KO COCA COLA CO Consumer Defensive 13,166.0 $1.1M 0.23% +883.0 +7.2% $81.27 +9.3%
86 VCSH VANGUARD SCOTTSDALE FDS 13,485.0 $1.1M 0.23% $79.03 -0.5%
87 SCZ ISHARES TR 12,829.0 $1.1M 0.23% +263.0 +2.1% $82.27 +4.1%
88 VWO VANGUARD INTL EQUITY INDEX F 17,655.0 $1.1M 0.23% +4K +34.2% $59.69 -0.1%
89 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 35,100.0 $1.0M 0.23% $29.74 -17.5%
90 SCHB SCHWAB STRATEGIC TR 35,593.0 $1.0M 0.23% -933.0 -2.5% $28.96 +2.5%
91 FNDE SCHWAB STRATEGIC TR 25,957.0 $1.0M 0.23% $39.68 +3.3%
92 CRBN ISHARES TR 4,067.0 $1.0M 0.23% -60.0 -1.4% $252.96 +1.9%
93 IONS IONIS PHARMACEUTICALS INC Healthcare 12,961.0 $1.0M 0.23% $79.29 -24.8%
94 VIG VANGUARD SPECIALIZED FUNDS 4,314.0 $1.0M 0.22% $236.61 +3.3%
95 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,104.0 $1.0M 0.22% -377.0 -15.2% $477.50 -13.4%
96 GS GOLDMAN SACHS GROUP INC Financial Services 992.0 $1.0M 0.22% +70.0 +7.6% $1011.43 +2.9%
97 GEV GE VERNOVA INC Utilities 851.0 $1.0M 0.22% +101.0 +13.5% $1175.32 -14.5%
98 SCHE SCHWAB STRATEGIC TR 27,508.0 $997K 0.22% $36.26 +0.5%
99 IEMG ISHARES INC 11,308.0 $937K 0.20% +4K +48.3% $82.84 -3.9%
100 IJH ISHARES TR 11,964.0 $923K 0.20% +459.0 +4.0% $77.11 +0.2%
Page 5 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%