Westmount Partners, LLC ETFs

Westmount Partners, LLC

$387 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VHT Vanguard Health Care ETF	$0	$627 Million 0.16% of portfolio	2,352	Q3 2024 New
VEU Vanguard Ftse All World Ex Us	$0	$551 Million 0.14% of portfolio	7,662	Q3 2025 Reduced 2.06%
IWR Ishares Russell Mid Cap ETF	$0	$551 Million 0.14% of portfolio	5,706	Q1 2025 Reduced 7.34%
SLV I Shares Silver Trust	$24.1B	$539 Million 0.14% of portfolio	12,560	Q3 2025 Added 0.01%
VO Vanguard Mid Cap ETF	$0	$528 Million 0.14% of portfolio	1,800	Q3 2025 Reduced 1.91%
DFAT Dimensional ETF Tr U S Target	$0	$519 Million 0.13% of portfolio	8,876	Q3 2024 New
PXH Invesco ETF Tr Ii Ftse Rafi Em	$0	$514 Million 0.13% of portfolio	20,107	Q1 2025 New
TOTL Ssga Active ETF Tr Spdr Doblel	$0	$496 Million 0.13% of portfolio	12,244	Q3 2025 Added 9.86%
GLD Spdr Gold Trust	$130B	$489 Million 0.13% of portfolio	1,374	Q3 2025 Added 0.22%

BOND Pimco Active Bond Exchange Tra	$0	$485 Million 0.13% of portfolio	5,208	Q3 2025 Added 7.58%
SGOV Ishares Trishares 0 3 Mnth Tre	$0	$472 Million 0.12% of portfolio	4,701	Q3 2025 Added 17.29%
PDN Invesco Fd Tr	$0	$466 Million 0.12% of portfolio	11,296	Q1 2025 New
IXUS Ishares Tr	$0	$445 Million 0.11% of portfolio	5,348	Q3 2025 Reduced 6.32%
IUSG Ishares Core S&P U.S Growth Et	$0	$445 Million 0.11% of portfolio	2,690	Q3 2025 Added 0.07%
QYLD Global X Fdsnasdaq 100 Covered	$0	$419 Million 0.11% of portfolio	24,562	Q3 2025 Added 0.48%
VYM Vanguard Whitehall Fds (Vangua	$0	$401 Million 0.1% of portfolio	2,844	Q3 2025 Added 0.46%
SCHV Schwab Strategic Tr Us Large C	$0	$387 Million 0.1% of portfolio	13,277	Q1 2023 Reduced 66.66%
TQQQ Proshares Ultrapro Qqq	$0	$369 Million 0.1% of portfolio	3,519	Q3 2025 Reduced 13.47%

IEMG Ishares Inc	$0	$366 Million 0.09% of portfolio	5,513	Q3 2025 Reduced 3.37%
VSS Vanguard Intl Eqty Ftse All Wo	$0	$361 Million 0.09% of portfolio	2,527	Q1 2025 New
TIP Ishares Tr Tips Bd ETF	$0	$360 Million 0.09% of portfolio	3,240	Q2 2025 Reduced 25.94%
AGG Ishares Core U.S. Aggregate Bo	$0	$345 Million 0.09% of portfolio	3,440	Q3 2025 Added 2.26%
DFUS Dimensional ETF Tr U S Equity	$0	$332 Million 0.09% of portfolio	4,561	Q3 2024 New
AOM Ishares Tr Core Moderate Alloc	$0	$331 Million 0.09% of portfolio	6,930	Q3 2025 Added 58.69%
VXF Vanguard Extended Market ETF	$0	$310 Million 0.08% of portfolio	1,476	Q2 2025 Reduced 63.77%
XNTK Spdr Series Trust Spdr Nyse Te	$0	$286 Million 0.07% of portfolio	1,033	Q2 2025 New
DVY Ishares Tr	$0	$276 Million 0.07% of portfolio	1,941	Q3 2025 Reduced 15.54%
CWB Spdr Bloomberg Convertible Sec	$0	$268 Million 0.07% of portfolio	2,940	Q3 2025 Added 0.27%
IJK Ishares S&P Midcap 400 Growth	$0	$267 Million 0.07% of portfolio	2,776	Q3 2024 New
VNQ Vanguard Specialized Funds Van	$0	$262 Million 0.07% of portfolio	2,861	Q3 2025 Added 0.67%
QDF Flexshares Quality Dividend In	$0	$258 Million 0.07% of portfolio	3,239	Q3 2025 Reduced 16.63%
XLE Energy Sector Spdr	$0	$255 Million 0.07% of portfolio	2,850	Q2 2025 Reduced 12.04%
DFIV Dimensional ETF Tr	$0	$254 Million 0.07% of portfolio	5,481	Q1 2025 New
ACWI Ishares Msci Acwi ETF	$0	$246 Million 0.06% of portfolio	1,770	Q2 2025 Added 0.11%
EMB Ishares Tr	$0	$231 Million 0.06% of portfolio	2,432	Q3 2025 Added 0.21%
VBR Vanguard Small Cap Value ETF	$0	$215 Million 0.06% of portfolio	1,024	Q3 2025 New

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