Westmount Partners, LLC ETF holdings
Los Angeles, CA
Reported $160.1M in 97 ETFs in its Form 13F for June 30, 2026.
ETF value
$160.1M
ETFs held
97
Change from prior quarter
+16.7%
With price moves
ETFs as a share of its 13F
35.2%
of $454.5M
Top 10 of 97 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $18.3M | 26,595 | +2,497 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $11.0M | 14,760 | +1,385 shares |
| VT | Vanguard Total World Stock ETF | $9.3M | 59,056 | +3,246 shares |
| IVV | iShares Core S&P 500 ETF | $9.1M | 12,109 | +447 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $7.7M | 20,921 | +519 shares |
| QQQ | Invesco QQQ Trust | $6.0M | 8,128 | −1,283 shares |
| IJR | iShares Core S&P Small-Cap ETF | $4.0M | 27,146 | +844 shares |
| AOA | iShares Core 80/20 Aggressive Allocation ETF | $3.7M | 38,147 | +915 shares |
| VUG | Vanguard Morningstar Growth ETF | $3.7M | 43,134 | +34,781 shares |
| DFUV | Dimensional US Marketwide Value ETF | $3.3M | 59,582 | −658 shares |
87 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002051491. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Westmount Partners, LLC own?
Westmount Partners, LLC reported 97 ETF positions worth $160.1M in its Form 13F for June 30, 2026. The largest was VOO, at $18.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.