Titelia

Holdings of Westmount Partners, LLC

233 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 38.7 % of the equity sleeve

Sector breakdown

  • Technology 27.3 %
  • Funds 8.5 %
  • Financials 6.8 %
  • Communication 5.9 %
  • Health care 5.0 %
  • Consumer discretionary 4.8 %
  • Consumer staples 4.1 %
  • Industrials 3.0 %
  • Energy 1.5 %
  • Utilities 0.7 %
  • Materials 0.1 %
  • Unattributed 32.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.6 %
  • TW 0.2 %
  • NL 0.1 %
  • GB 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US230389.6M $99.58 %
2TW1838.4K $0.21 %
3NL1420K $0.11 %
4GB1391.5K $0.10 %

Positions

RankCompanySharesValueWeight
1Apple Inc 172,73343.8M $
2NVIDIA Corp 89,54815.6M $
3Broadcom Inc 48,22814.9M $
4Vanguard S&P 500 ETF 24,09814.4M $
5Microsoft Corp 37,98414.1M $
6CACI International Inc 21,31611.6M $
7Amazon.com Inc 47,99310M $
8Alphabet Inc 32,7659.4M $
9Berkshire Hathaway Inc 18,3218.8M $
10State Street SPDR S&P 500 ETF Trust 13,3758.7M $
11Vanguard Total World Stock ETF 55,8107.7M $
12iShares Core S&P 500 ETF 11,6627.6M $
13Walmart Inc 57,1017.1M $
14Vanguard Total Stock Market ETF 20,4026.5M $
15Invesco QQQ Trust Series 1 9,4115.4M $
16International Business Machines Corp. 19,3554.7M $
17Alphabet Inc 16,0364.6M $
18Illumina Inc 35,1194.3M $
19Masimo Corp 24,2324.3M $
20Vanguard Growth ETF 8,3533.6M $
21Costco Wholesale Corp 3,6473.6M $
22iShares Core 80/20 Aggressive 37,2323.3M $
23iShares Core S&P Small-Cap ETF 26,3023.3M $
24Exxon Mobil Corp 18,3993.1M $
25Meta Platforms Inc 5,3813.1M $
26Bank of Marin Bancorp 115,4843M $
27Netflix Inc 30,3942.9M $
28DFA Dimensional US Marketwide Value ETF 60,2402.9M $
29Oracle Corp 19,3652.8M $
30Johnson & Johnson 11,3152.8M $
31Schwab U.S. Large-Cap ETF 105,3422.7M $
32JPMorgan Chase & Co 9,1242.7M $
33AbbVie Inc 12,1842.6M $
34Tesla Inc 7,1102.6M $
35Korn Ferry 41,5182.6M $
36Procter & Gamble Co/The 17,3992.5M $
37iShares Trust 11,6892.5M $
38Wells Fargo & Co 30,6992.4M $
39iShares MSCI EAFE ETF 25,0572.4M $
40Schwab Fundamental U.S. Large Company ETF 79,7212.2M $
41Home Depot Inc/The 6,5012.1M $
42Eli Lilly & Co 2,3072.1M $
43WisdomTree Trust 42,1262.1M $
44iShares Russell 2000 ETF 8,1822M $
45Robinhood Markets Inc 27,9951.9M $
46Visa Inc 6,4041.9M $
47Schwab Strategic Trust 65,5551.9M $
48Astrana Health Inc 77,7551.9M $
49iShares Trust 16,6341.9M $
50Schwab Fundamental International Equity Etf 37,5771.8M $
51iShares Trust 4,8191.7M $
52Walt Disney Co/The 17,6311.7M $
53Dimensional U S Small Cap ETF 23,6161.7M $
54Intuitive Surgical Inc 3,5431.6M $
55iShares Core S&P Total U.S. Stock Market ETF 10,9351.6M $
56Schwab International Equity ETF 60,7971.5M $
57Phillips 66 7,9361.4M $
58Berkshire Hathaway Inc 21.4M $
59iShares Core MSCI EAFE ETF 15,0371.4M $
60iShares Russell 1000 Growth ETF 3,1801.4M $
61Boeing Co/The 6,8101.4M $
62Amgen Inc 3,7961.3M $
63QUALCOMM Inc 10,3631.3M $
64Marvell Technology Inc 13,3541.3M $
65General Electric Co 4,6581.3M $
66Caterpillar Inc 1,8551.3M $
67Schwab U.S. Small-Cap ETF 44,7161.3M $
68Intel Corp 28,9381.3M $
69State Street SPDR S&P Dividend ETF 8,6401.3M $
70SELECT SECTOR SPDR TRUST (THE) 9,2001.2M $
71Williams-Sonoma Inc 6,5981.2M $
72Vanguard FTSE Developed Markets ETF 18,4781.2M $
73RadNet Inc 20,0001.1M $
74iShares Core 60/40 Balanced Al 17,2851.1M $
75iShares MSCI Emerging Markets ETF 19,5051.1M $
76American Express Co 3,5621.1M $
77VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 13,5081.1M $
78Vanguard Information Technology ETF 1,5001M $
79SCHWAB STRATEGIC TRUST 25,957993.1K $
80iShares MSCI EAFE Small-Cap ETF 12,566985.3K $
81Ionis Pharmaceuticals Inc 12,961973.2K $
82Bank of America Corp 19,782964.4K $
83Honeywell International Inc 4,150938.1K $
84ConocoPhillips 7,078934.3K $
85Coca-Cola Co/The 12,283934.1K $
86VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 4,313927.6K $
87Sempra 9,449918.2K $
88Schwab US Broad Market ETF 36,526916.8K $
89Schwab Emerging Markets Equity ETF 27,508906.4K $
90Taiwan Semiconductor Manufacturing Co Ltd 2,481838.4K $
91iShares U.S. Technology ETF 4,530821.8K $
92Goldman Sachs Group Inc/The 922779.9K $
93iShares Core S&P Mid-Cap ETF 11,505777K $
94Lockheed Martin Corp 1,276771.2K $
95Rush Street Interactive Inc 35,100763.4K $
96Chevron Corp 3,632751.5K $
97Vanguard Small-Cap ETF 2,836742.7K $
98Palo Alto Networks Inc 4,600737.5K $
99PepsiCo Inc 4,693728.8K $
100Dimensional U S Targeted Value ETF 11,656727.9K $