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
101iShares Trust 3,388724K $
102Vanguard Value ETF 3,663718.6K $
103Vanguard International Equity Index Funds 13,160711.3K $
104Vanguard Intermediate-Term Corporate Bond ETF 8,420696.8K $
105NextEra Energy Inc 7,402687.5K $
106Vanguard Short-Term Tax-Exempt Bond ETF 6,797687.4K $
107McDonald's Corp. 2,204685K $
108Mastercard Inc 1,352675.8K $
109Lam Research Corp 3,130668.7K $
110Vanguard Mega Cap Growth ETF 1,785655.9K $
111GE Vernova Inc 750654.9K $
112Crowdstrike Holdings Inc 1,665650K $
113Vanguard World Fund 2,352640.5K $
114Bristol-Myers Squibb Co 10,367628.7K $
115Blackstone Inc 5,459627.7K $
116Dimensional International Core 16,750595.1K $
117J P Morgan Exchange Traded Fund Trust 11,000591.5K $
118Merck & Co Inc 4,890588.2K $
119Philip Morris International Inc. 3,511580.5K $
120SPDR Gold Shares 1,338575.7K $
121AT&T Inc 19,549566.7K $
122Lowe's Cos Inc 2,392565.1K $
123Union Pacific Corp 2,313561.3K $
124Cisco Systems, Inc. 7,223560.5K $
125Apollo Global Management Inc 5,000557.1K $
126Vanguard FTSE All-World ex-US ETF 7,360552.8K $
127iShares Trust 5,573541.9K $
128Invesco RAFI Emerging Markets 20,107541.1K $
129Thermo Fisher Scientific Inc 1,096538.8K $
130iShares Core MSCI Emerging Markets ETF 7,625531.8K $
131Altria Group, Inc. 8,034530.2K $
132Mesabi Trust 16,856529.8K $
133Duke Energy Corp 4,034528.2K $
134Deere & Co 923520.1K $
135Vanguard Mid-Cap ETF 1,811520.1K $
136Ssga Active Trust 12,834509.9K $
137JPMorgan Ultra-Short Municipal Income ETF 9,900504.7K $
138Nucor Corp 2,931495.6K $
139Cardinal Health, Inc. 2,338494K $
140PIMCO ETF Trust 5,290488.2K $
141Fair Isaac Corp 446476.1K $
142iShares U.S. Real Estate ETF 5,002473K $
143iShares Core MSCI Total International Stock ETF 5,449472.1K $
144CSX Corp 11,420468.8K $
145Dimensional ETF Trust 6,536463.5K $
146Abbott Laboratories 4,440455.9K $
147Edison International 6,191453.1K $
148Charles Schwab Corp/The 4,725444.1K $
149Dimensional International Value ETF 8,272436.6K $
150GRAIL Inc 8,279427.9K $
151Vanguard High Dividend Yield E 2,873425.5K $
152ASML Holding NV 318420K $
153iShares Core S&P U.S. Growth ETF 2,694417.9K $
154Grayscale Bitcoin Trust ETF 7,820412.6K $
155Goldman Sachs Nasdaq-100 Premium Income ETF 8,188405.2K $
156Schwab Strategic Trust 13,277404.9K $
157Gilead Sciences Inc 2,843396.2K $
158Shell PLC 4,210391.5K $
159Mueller Industries Inc 3,490386.7K $
160VF Corp 22,461381.6K $
161United Rentals Inc 523381.2K $
162Comcast Corp 13,193378.8K $
163Coinbase Global Inc 2,157376.6K $
164KLA Corp 254374.2K $
165Verizon Communications Inc 7,432373.1K $
166Advanced Micro Devices Inc 1,818369.8K $
167New York Times Co/The 4,414369.6K $
168Vanguard FTSE All World ex-US 2,527368.4K $
169RTX Corp 1,909368.2K $
170iShares TIPS Bond ETF 3,240357.6K $
171Starbucks Corp 3,953354.1K $
172Pfizer Inc 12,598353.8K $
173Select Sector Spdr Trust 5,752352.4K $
174Carvana Co 1,103346.8K $
175Waste Management Inc 1,469337.6K $
176Fidelity Covington Trust 8,954333.1K $
177Alnylam Pharmaceuticals Inc 1,000330.9K $
178PNC Financial Services Group Inc/The 1,578328.4K $
179PIMCO Multisector Bond Active 12,380324.4K $
180Palantir Technologies Inc 2,184319.5K $
181ServiceNow Inc 3,020315.7K $
182Blackrock Inc 328315.5K $
183iShares Bitcoin Trust ETF 8,135312.5K $
184Citigroup Inc 2,753312.2K $
185Consolidated Edison Inc 2,757312K $
186Vanguard Extended Market ETF 1,476303.8K $
187NEONC TECHNOLOGIES HOLDINGS INC 43,320303.7K $
188SoFi Technologies Inc 18,574294.9K $
189Booking Holdings Inc 69290.6K $
190Morgan Stanley 1,744287.1K $
191ProShares Trust 6,867286.2K $
192iShares S&P Mid-Cap 400 Growth ETF 2,776279.3K $
193Cadence Design Systems Inc 1,000277.9K $
194TJX Cos Inc/The 1,740277.8K $
195Ralph Lauren Corp 804276.6K $
196Adobe Inc 1,137276.4K $
197Comfort Systems USA Inc 200276.3K $
198Uber Technologies Inc 3,760270.5K $
199SPDR Series Trust 2,955270.4K $
200Stryker Corp 803263.9K $