Westmount Partners, LLC ETFs

Westmount Partners, LLC

$364 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VHT Vanguard Health Care ETF	$0	$584 Million 0.16% of portfolio	2,352	Q3 2024 New
IWP Ishares Russell Mid Cap Growth	$0	$565 Million 0.16% of portfolio	4,072	Q1 2023 Reduced 0.37%
VGT Vanguard Information Technolog	$0	$564 Million 0.15% of portfolio	850	Q2 2025 Added 5.59%
VEU Vanguard Ftse All World Ex Us	$0	$526 Million 0.14% of portfolio	7,823	Q1 2025 Reduced 4.6%
IWR Ishares Russell Mid Cap ETF	$0	$525 Million 0.14% of portfolio	5,706	Q1 2025 Reduced 7.34%
VO Vanguard Mid Cap ETF	$0	$513 Million 0.14% of portfolio	1,835	Q1 2025 Added 0.44%
DFAT Dimensional ETF Tr U S Target	$0	$479 Million 0.13% of portfolio	8,876	Q3 2024 New
VOOG Vanguard S&P 500 Growth ETF	$0	$474 Million 0.13% of portfolio	1,195	Q2 2025 Reduced 9.67%
PXH Invesco ETF Tr Ii Ftse Rafi Em	$0	$470 Million 0.13% of portfolio	20,107	Q1 2025 New
TOTL Ssga Active ETF Tr Spdr Doblel	$0	$447 Million 0.12% of portfolio	11,145	Q2 2025 Reduced 6.58%
BOND Pimco Active Bond Exchange Tra	$0	$446 Million 0.12% of portfolio	4,841	Q2 2025 Reduced 6.72%
IXUS Ishares Tr	$0	$441 Million 0.12% of portfolio	5,709	Q2 2025 Added 1.55%
PDN Invesco Fd Tr	$0	$440 Million 0.12% of portfolio	11,296	Q1 2025 New
IWS Ishares Russell Midcap Value E	$0	$431 Million 0.12% of portfolio	3,258	Q1 2025 Added 0.03%
GLD Spdr Gold Trust	$106B	$418 Million 0.11% of portfolio	1,371	Q2 2025 Reduced 3.52%
SLV I Shares Silver Trust	$18B	$412 Million 0.11% of portfolio	12,559	Q2 2025 Reduced 3.45%
QYLD Global X Fdsnasdaq 100 Covered	$0	$409 Million 0.11% of portfolio	24,445	Q2 2025 Added 12.14%
IUSG Ishares Core S&P U.S Growth Et	$0	$404 Million 0.11% of portfolio	2,688	Q2 2025 Added 0.07%
SGOV Ishares Trishares 0 3 Mnth Tre	$0	$404 Million 0.11% of portfolio	4,008	Q2 2025 New
VYM Vanguard Whitehall Fds (Vangua	$0	$377 Million 0.1% of portfolio	2,831	Q2 2025 Added 0.53%
SCHV Schwab Strategic Tr Us Large C	$0	$367 Million 0.1% of portfolio	13,277	Q1 2023 Reduced 66.66%
TIP Ishares Tr Tips Bd ETF	$0	$357 Million 0.1% of portfolio	3,240	Q2 2025 Reduced 25.94%
IEMG Ishares Inc	$0	$342 Million 0.09% of portfolio	5,705	Q2 2025 Reduced 72.62%
VSS Vanguard Intl Eqty Ftse All Wo	$0	$340 Million 0.09% of portfolio	2,527	Q1 2025 New
TQQQ Proshares Ultrapro Qqq	$0	$338 Million 0.09% of portfolio	4,067	Q2 2025 New
AGG Ishares Core U.S. Aggregate Bo	$0	$334 Million 0.09% of portfolio	3,364	Q2 2025 Reduced 2.32%
DFUS Dimensional ETF Tr U S Equity	$0	$306 Million 0.08% of portfolio	4,561	Q3 2024 New
DVY Ishares Tr	$0	$305 Million 0.08% of portfolio	2,298	Q2 2025 Reduced 2.63%
VXF Vanguard Extended Market ETF	$0	$284 Million 0.08% of portfolio	1,476	Q2 2025 Reduced 63.77%
QDF Flexshares Quality Dividend In	$0	$284 Million 0.08% of portfolio	3,885	Q3 2024 New
VNQ Vanguard Specialized Funds Van	$0	$253 Million 0.07% of portfolio	2,842	Q2 2025 Added 0.46%
IJK Ishares S&P Midcap 400 Growth	$0	$253 Million 0.07% of portfolio	2,776	Q3 2024 New
XNTK Spdr Series Trust Spdr Nyse Te	$0	$245 Million 0.07% of portfolio	1,033	Q2 2025 New
CWB Spdr Bloomberg Convertible Sec	$0	$242 Million 0.07% of portfolio	2,932	Q2 2025 Added 0.31%
XLE Energy Sector Spdr	$0	$242 Million 0.07% of portfolio	2,850	Q2 2025 Reduced 12.04%
DFIV Dimensional ETF Tr	$0	$235 Million 0.06% of portfolio	5,481	Q1 2025 New
ACWI Ishares Msci Acwi ETF	$0	$228 Million 0.06% of portfolio	1,770	Q2 2025 Added 0.11%
EMB Ishares Tr	$0	$225 Million 0.06% of portfolio	2,427	Q2 2025 Reduced 3.88%
AOM Ishares Tr Core Moderate Alloc	$0	$201 Million 0.06% of portfolio	4,367	Q2 2025 Reduced 8.79%

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