Portfolio (Quarterly)
Guide ↗
Westmount Partners, LLC
· CIK 0002051491| # | 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 | -2.0% |
| 82 | BAC | BANK OF AMER CORP | Financial Services | 20,783.0 | $1.2M | 0.26% | +1K | +5.1% | $56.98 | +9.7% |
| 83 | IYW | ISHARES TR | — | 4,530.0 | $1.1M | 0.25% | — | — | $252.23 | -2.8% |
| 84 | ABNB | AIRBNB INC | Consumer Cyclical | 7,661.0 | $1.1M | 0.24% | NEW | — | $143.09 | +32.8% |
| 85 | KO | COCA COLA CO | Consumer Defensive | 13,166.0 | $1.1M | 0.23% | +883.0 | +7.2% | $81.27 | +12.9% |
| 86 | VCSH | VANGUARD SCOTTSDALE FDS | — | 13,485.0 | $1.1M | 0.23% | — | — | $79.03 | -0.4% |
| 87 | SCZ | ISHARES TR | — | 12,829.0 | $1.1M | 0.23% | +263.0 | +2.1% | $82.27 | +6.1% |
| 88 | VWO | VANGUARD INTL EQUITY INDEX F | — | 17,655.0 | $1.1M | 0.23% | +4K | +34.2% | $59.69 | +1.5% |
| 89 | RSI | RUSH STREET INTERACTIVE INC | Consumer Cyclical | 35,100.0 | $1.0M | 0.23% | — | — | $29.74 | -11.9% |
| 90 | SCHB | SCHWAB STRATEGIC TR | — | 35,593.0 | $1.0M | 0.23% | -933.0 | -2.5% | $28.96 | +2.1% |
| 91 | FNDE | SCHWAB STRATEGIC TR | — | 25,957.0 | $1.0M | 0.23% | — | — | $39.68 | +5.7% |
| 92 | CRBN | ISHARES TR | — | 4,067.0 | $1.0M | 0.23% | -60.0 | -1.4% | $252.96 | +2.4% |
| 93 | IONS | IONIS PHARMACEUTICALS INC | Healthcare | 12,961.0 | $1.0M | 0.23% | — | — | $79.29 | -19.8% |
| 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 | -12.8% |
| 96 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 992.0 | $1.0M | 0.22% | +70.0 | +7.6% | $1011.43 | +4.9% |
| 97 | GEV | GE VERNOVA INC | Utilities | 851.0 | $1.0M | 0.22% | +101.0 | +13.5% | $1175.32 | -21.2% |
| 98 | SCHE | SCHWAB STRATEGIC TR | — | 27,508.0 | $997K | 0.22% | — | — | $36.26 | +2.2% |
| 99 | IEMG | ISHARES INC | — | 11,308.0 | $937K | 0.20% | +4K | +48.3% | $82.84 | -1.3% |
| 100 | IJH | ISHARES TR | — | 11,964.0 | $923K | 0.20% | +459.0 | +4.0% | $77.11 | -1.4% |
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
49.6%
Financial Services
14.1%
Consumer Cyclical
8.4%
Healthcare
7.7%
Communication Services
6.8%
Consumer Defensive
5.2%
Industrials
4.4%
Energy
1.9%
Utilities
1.3%
Basic Materials
0.3%