Portfolio (Quarterly)
Guide ↗
Westmount Partners, LLC
· CIK 0002051491| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | XSHQ | INVESCO EXCH TRADED FD TR II | — | 40,000.0 | $2.2M | 0.54% | NEW | — | $54.84 | -15.8% |
| 42 | HD | HOME DEPOT INC | Consumer Cyclical | 6,501.0 | $2.1M | 0.53% | -34.0 | -0.5% | $328.91 | -2.7% |
| 43 | LLY | ELI LILLY & CO | Healthcare | 2,307.0 | $2.1M | 0.52% | +249.0 | +12.1% | $919.93 | +22.7% |
| 44 | USFR | WISDOMTREE TR | — | 42,126.0 | $2.1M | 0.52% | — | — | $50.34 | -0.0% |
| 45 | IWM | ISHARES TR | — | 8,182.0 | $2.0M | 0.50% | +250.0 | +3.1% | $248.00 | +17.9% |
| 46 | HOOD | ROBINHOOD MKTS INC | Financial Services | 27,995.0 | $1.9M | 0.48% | -625.0 | -2.2% | $69.30 | +20.8% |
| 47 | V | VISA INC | Financial Services | 6,404.0 | $1.9M | 0.48% | -48.0 | -0.7% | $302.26 | +7.0% |
| 48 | SCHG | SCHWAB STRATEGIC TR | — | 65,555.0 | $1.9M | 0.47% | -892.0 | -1.3% | $29.13 | +20.0% |
| 49 | — | ASTRANA HEALTH INC | — | 77,755.0 | $1.9M | 0.47% | -2K | -2.1% | $24.52 | — |
| 50 | IVW | ISHARES TR | — | 16,634.0 | $1.9M | 0.46% | +2K | +13.0% | $113.11 | +23.4% |
| 51 | FNDF | SCHWAB STRATEGIC TR | — | 37,577.0 | $1.8M | 0.45% | — | — | $48.93 | +10.7% |
| 52 | IWB | ISHARES TR | — | 4,819.0 | $1.7M | 0.42% | — | — | $356.54 | +15.4% |
| 53 | DIS | DISNEY WALT CO | Communication Services | 17,631.0 | $1.7M | 0.42% | — | — | $96.38 | +7.5% |
| 54 | DFAS | DIMENSIONAL ETF TRUST | — | 23,616.0 | $1.7M | 0.41% | -290.0 | -1.2% | $71.13 | +11.1% |
| 55 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 3,543.0 | $1.6M | 0.40% | -38.0 | -1.1% | $460.99 | -8.2% |
| 56 | ITOT | ISHARES TR | — | 10,935.0 | $1.6M | 0.38% | — | — | $142.43 | +15.9% |
| 57 | SCHF | SCHWAB STRATEGIC TR | — | 60,797.0 | $1.5M | 0.37% | +386.0 | +0.6% | $24.75 | +11.9% |
| 58 | PSX | PHILLIPS 66 | Energy | 7,936.0 | $1.4M | 0.36% | — | — | $182.18 | -2.6% |
| 59 | — | BERKSHIRE HATHAWAY INC DEL | — | 2.0 | $1.4M | 0.35% | — | — | $718140.00 | — |
| 60 | IEFA | ISHARES TR | — | 15,037.0 | $1.4M | 0.34% | +392.0 | +2.7% | $90.53 | +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%