Westmount Partners, LLC ETFs

Westmount Partners, LLC

$328 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
GBTC Grayscale Bitcoin Trust (Btc)	$58.5B	$528 Million 0.16% of portfolio	8,107	Q2 2024 Reduced 5.66%
MGK Vanguard Mega Cap Growth ETF	$0	$508 Million 0.16% of portfolio	1,646	Q1 2025 Reduced 0.12%
SCHG Schwab Strategic Tr Us Large C	$0	$504 Million 0.15% of portfolio	20,145	Q1 2025 Added 0.14%
TIP Ishares Tr Tips Bd ETF	$0	$486 Million 0.15% of portfolio	4,375	Q1 2025 Added 35.03%
IWR Ishares Russell Mid Cap ETF	$0	$485 Million 0.15% of portfolio	5,706	Q1 2025 Reduced 7.34%
TOTL Ssga Active ETF Tr Spdr Doblel	$0	$481 Million 0.15% of portfolio	11,930	Q1 2025 Reduced 21.32%
BOND Pimco Active Bond Exchange Tra	$0	$480 Million 0.15% of portfolio	5,190	Q1 2025 Added 0.99%
IWP Ishares Russell Mid Cap Growth	$0	$478 Million 0.15% of portfolio	4,072	Q1 2023 Reduced 0.37%
VEU Vanguard Ftse All World Ex Us	$0	$475 Million 0.14% of portfolio	7,823	Q1 2025 Reduced 4.6%
VO Vanguard Mid Cap ETF	$0	$475 Million 0.14% of portfolio	1,835	Q1 2025 Added 0.44%
DFAT Dimensional ETF Tr U S Target	$0	$457 Million 0.14% of portfolio	8,876	Q3 2024 New
VOOG Vanguard S&P 500 Growth ETF	$0	$443 Million 0.13% of portfolio	1,323	Q1 2025 New
PXH Invesco ETF Tr Ii Ftse Rafi Em	$0	$437 Million 0.13% of portfolio	20,107	Q1 2025 New
VGT Vanguard Information Technolog	$0	$437 Million 0.13% of portfolio	805	Q1 2024 Added 0.25%
IWS Ishares Russell Midcap Value E	$0	$410 Million 0.13% of portfolio	3,258	Q1 2025 Added 0.03%
GLD Spdr Gold Trust	$106B	$409 Million 0.12% of portfolio	1,421	Q1 2025 Added 3.65%
SLV I Shares Silver Trust	$17.5B	$403 Million 0.12% of portfolio	13,008	Q1 2025 Added 3.68%
IXUS Ishares Tr	$0	$392 Million 0.12% of portfolio	5,622	Q2 2024 Added 9.98%
PDN Invesco Fd Tr	$0	$378 Million 0.12% of portfolio	11,296	Q1 2025 New
VYM Vanguard Whitehall Fds (Vangua	$0	$363 Million 0.11% of portfolio	2,816	Q1 2025 Reduced 1.3%
QYLD Global X Fdsnasdaq 100 Covered	$0	$363 Million 0.11% of portfolio	21,798	Q1 2025 New
SCHV Schwab Strategic Tr Us Large C	$0	$353 Million 0.11% of portfolio	13,277	Q1 2023 Reduced 66.66%
IUSG Ishares Core S&P U.S Growth Et	$0	$341 Million 0.1% of portfolio	2,686	Q1 2025 Added 0.07%
AGG Ishares Core U.S. Aggregate Bo	$0	$341 Million 0.1% of portfolio	3,444	Q1 2025 New
SCHD Schwab Strategic Tr Us Dividen	$0	$327 Million 0.1% of portfolio	11,713	Q1 2025 Reduced 1.64%
VIGI Vanguard Whitehall Fds Intl Di	$0	$323 Million 0.1% of portfolio	3,896	Q1 2025 New
DVY Ishares Tr	$0	$317 Million 0.1% of portfolio	2,360	Q1 2025 Reduced 13.04%
XLE Energy Sector Spdr	$0	$303 Million 0.09% of portfolio	3,240	Q1 2025 Added 11.0%
VSS Vanguard Intl Eqty Ftse All Wo	$0	$292 Million 0.09% of portfolio	2,527	Q1 2025 New
DFUS Dimensional ETF Tr U S Equity	$0	$276 Million 0.08% of portfolio	4,561	Q3 2024 New
VBR Vanguard Small Cap Value ETF	$0	$266 Million 0.08% of portfolio	1,426	Q1 2025 Added 32.53%
QDF Flexshares Quality Dividend In	$0	$266 Million 0.08% of portfolio	3,885	Q3 2024 New
VNQ Vanguard Specialized Funds Van	$0	$256 Million 0.08% of portfolio	2,829	Q1 2025 Added 21.57%
JPST Jp Morgan ETF Tr Ultra Short I	$0	$245 Million 0.07% of portfolio	4,836	Q1 2025 New
IJK Ishares S&P Midcap 400 Growth	$0	$231 Million 0.07% of portfolio	2,776	Q3 2024 New
EMB Ishares Tr	$0	$229 Million 0.07% of portfolio	2,525	Q1 2025 New
IUSB Ishares Core Total Usd Bond Ma	$0	$226 Million 0.07% of portfolio	4,908	Q1 2025 New
CWB Spdr Bloomberg Convertible Sec	$0	$224 Million 0.07% of portfolio	2,923	Q1 2025 Added 0.21%
MDYG Spdr S&P 400 Mid Cap Growth Et	$0	$224 Million 0.07% of portfolio	2,817	Q1 2025 New
DFIV Dimensional ETF Tr	$0	$216 Million 0.07% of portfolio	5,481	Q1 2025 New
AOM Ishares Tr Core Moderate Alloc	$0	$210 Million 0.06% of portfolio	4,788	Q1 2025 New
ACWI Ishares Msci Acwi ETF	$0	$206 Million 0.06% of portfolio	1,768	Q2 2024 Added 0.81%

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Westmount Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Westmount Partners, LLC with notifications on news.