Portfolio (Quarterly)
Guide ↗
Westmount Partners, LLC
· CIK 0002051491| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | IEMG | ISHARES INC | — | 7,625.0 | $532K | 0.13% | +153.0 | +2.0% | $69.75 | +19.8% |
| 62 | DE | DEERE & CO | Industrials | 923.0 | $520K | 0.13% | +10.0 | +1.1% | $563.53 | -4.4% |
| 63 | GRMN | GARMIN LTD | Technology | 2,205.0 | $512K | 0.13% | +42.0 | +1.9% | $232.01 | +1.9% |
| 64 | TOTL | SSGA ACTIVE ETF TR | — | 12,834.0 | $510K | 0.13% | +793.0 | +6.6% | $39.73 | -0.5% |
| 65 | BOND | PIMCO ETF TR | — | 5,290.0 | $488K | 0.12% | +194.0 | +3.8% | $92.29 | -0.2% |
| 66 | DFUS | DIMENSIONAL ETF TRUST | — | 6,536.0 | $464K | 0.11% | +2K | +43.3% | $70.92 | +16.0% |
| 67 | SCHW | SCHWAB CHARLES CORP | Financial Services | 4,725.0 | $444K | 0.11% | +73.0 | +1.6% | $93.99 | -9.2% |
| 68 | DFIV | DIMENSIONAL ETF TRUST | — | 8,272.0 | $437K | 0.11% | +3K | +50.9% | $52.78 | +5.4% |
| 69 | ASML | ASML HLDG NV | Technology | 318.0 | $420K | 0.10% | +4.0 | +1.3% | $1320.83 | +21.6% |
| 70 | ETN | EATON CORP PLC | Industrials | 1,157.0 | $414K | 0.10% | +39.0 | +3.5% | $357.67 | +12.4% |
| 71 | COIN | COINBASE GLOBAL INC | Financial Services | 2,157.0 | $377K | 0.09% | +561.0 | +35.1% | $174.61 | +4.4% |
| 72 | AOM | ISHARES TR | — | 7,941.0 | $376K | 0.09% | +861.0 | +12.2% | $47.37 | +5.2% |
| 73 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 7,432.0 | $373K | 0.09% | +252.0 | +3.5% | $50.20 | -3.9% |
| 74 | SBUX | STARBUCKS CORP | Consumer Cyclical | 3,953.0 | $354K | 0.09% | +223.0 | +6.0% | $89.58 | +12.5% |
| 75 | PFE | PFIZER INC | Healthcare | 12,598.0 | $354K | 0.09% | +2K | +21.1% | $28.08 | -6.9% |
| 76 | XLE | SELECT SECTOR SPDR TR | — | 5,752.0 | $352K | 0.09% | +52.0 | +0.9% | $61.26 | -7.1% |
| 77 | FENI | FIDELITY COVINGTON TRUST | — | 8,954.0 | $333K | 0.08% | +66.0 | +0.7% | $37.20 | +8.1% |
| 78 | NOW | SERVICENOW INC | Technology | 3,020.0 | $316K | 0.08% | +2K | +103.4% | $104.55 | +4.0% |
| 79 | BLK | BLACKROCK INC | Financial Services | 328.0 | $316K | 0.08% | +14.0 | +4.5% | $961.89 | +8.8% |
| 80 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 8,135.0 | $313K | 0.08% | +3K | +71.8% | $38.42 | +8.2% |
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
44.6%
Financial Services
13.8%
Healthcare
10.1%
Communication Services
8.7%
Consumer Cyclical
7.6%
Consumer Defensive
5.9%
Industrials
4.8%
Energy
2.6%
Utilities
1.3%
Basic Materials
0.4%