Westmount Partners, LLC — 13F Holdings & Portfolio
CIK 2051491 · latest 13F-HR filed 2026-07-07
Westmount Partners, LLC manages $457.1M in 13F-reported U.S. long-equity assets across 275 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (11.68%), NVDA (4.12%), AVGO (4.01%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 25 new positions, exited 27, added to 147, and trimmed 49.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 2500
LOS ANGELES, CA 90067
$457.1M
Long-equity book
275
Distinct positions
2026-06-30
Filed 2026-07-07
+25 / −27 / ↑147 / ↓49
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- APPLE INC$9.6M +21.8%
- VANGUARD INDEX FDS$3.9M +26.8%
- BROADCOM INC$3.4M +22.7%
- NVIDIA CORPORATION$3.2M +20.7%
- MARVELL TECHNOLOGY INC$2.8M +211.0%
Top Trims
- CACI INTL INC-$2.6M -22.2%
- ABBVIE INC-$1.2M -45.6%
- EXXON MOBIL CORP-$1.0M -32.2%
- NETFLIX INC.-$822.4K -28.1%
- WALMART INC-$605.9K -8.5%
New Positions
- INVESCO EXCH TRADED FD TR II$2.4M
- AIRBNB INC$1.1M
- ISHARES TR$607.7K
- ISHARES TR$538.1K
- DIREXION SHARES ETF TRUST$508.1K
Exited Positions
- MASIMO CORP$4.3M
- INVESCO EXCH TRADED FD TR II$2.2M
- HONEYWELL INTL INC$938.1K
- VANGUARD SCOTTSDALE FDS$696.8K
- VANGUARD WELLINGTON FD$687.4K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 037833100 | $53.4M | 11.68% | 184,506 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $18.8M | 4.12% | 94,179 | SH |
| 3 | BROADCOM INC | AVGO | 11135F101 | $18.3M | 4.01% | 48,478 | SH |
| 4 | VANGUARD INDEX FDS | VOO | 922908363 | $18.3M | 4.00% | 26,595 | SH |
| 5 | MICROSOFT CORP | MSFT | 594918104 | $14.4M | 3.16% | 38,728 | SH |
| 6 | AMAZON COM INC | AMZN | 023135106 | $11.8M | 2.58% | 49,396 | SH |
| 7 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $11.0M | 2.41% | 14,760 | SH |
| 8 | ALPHABET INC | GOOGL | 02079K305 | $11.0M | 2.40% | 30,699 | SH |
| 9 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $9.3M | 2.03% | 59,056 | SH |
| 10 | ISHARES TR | IVV | 464287200 | $9.1M | 1.98% | 12,109 | SH |
| 11 | CACI INTL INC | CACI | 127190304 | $9.0M | 1.97% | 19,469 | SH |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $8.6M | 1.88% | 17,149 | SH |
| 13 | VANGUARD INDEX FDS | VTI | 922908769 | $7.7M | 1.69% | 20,921 | SH |
| 14 | WALMART INC | WMT | 931142103 | $6.5M | 1.42% | 57,307 | SH |
| 15 | INVESCO QQQ TR | QQQ | 46090E103 | $6.0M | 1.31% | 8,128 | SH |
| 16 | ALPHABET INC | GOOG | 02079K107 | $5.8M | 1.27% | 16,453 | SH |
| 17 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $5.5M | 1.21% | 19,639 | SH |
| 18 | MARVELL TECHNOLOGY INC | MRVL | 573874104 | $4.1M | 0.90% | 13,807 | SH |
| 19 | ISHARES TR | IJR | 464287804 | $4.0M | 0.88% | 27,146 | SH |
| 20 | ILLUMINA INC | ILMN | 452327109 | $4.0M | 0.87% | 22,726 | SH |
| 21 | ISHARES TR | AOA | 464289859 | $3.7M | 0.81% | 38,147 | SH |
| 22 | VANGUARD INDEX FDS | VUG | 922908736 | $3.7M | 0.81% | 43,134 | SH |
| 23 | ASTRANA HEALTH INC | ASTH | 03763A207 | $3.6M | 0.79% | 77,755 | SH |
| 24 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $3.4M | 0.75% | 3,672 | SH |
| 25 | DIMENSIONAL ETF TRUST | DFUV | 25434V724 | $3.3M | 0.72% | 59,582 | SH |
| 26 | META PLATFORMS INC | META | 30303M102 | $3.3M | 0.71% | 5,794 | SH |
| 27 | BANK OF MARIN BANCORP | BMRC | 063425102 | $3.2M | 0.70% | 115,484 | SH |
| 28 | TESLA INC | TSLA | 88160R101 | $3.2M | 0.69% | 7,531 | SH |
| 29 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $3.1M | 0.68% | 105,342 | SH |
| 30 | INTEL CORP | INTC | 458140100 | $3.1M | 0.67% | 21,865 | SH |
| 31 | JPMORGAN CHASE & CO | JPM | 46625H100 | $3.0M | 0.66% | 9,237 | SH |
| 32 | ORACLE CORP | ORCL | 68389X105 | $2.9M | 0.63% | 19,689 | SH |
| 33 | ROBINHOOD MKTS INC | HOOD | 770700102 | $2.8M | 0.61% | 27,945 | SH |
| 34 | KORN FERRY | KFY | 500643200 | $2.8M | 0.60% | 41,518 | SH |
| 35 | ELI LILLY & CO | LLY | 532457108 | $2.7M | 0.60% | 2,289 | SH |
| 36 | ISHARES TR | IVE | 464287408 | $2.7M | 0.58% | 11,704 | SH |
| 37 | ISHARES TR | EFA | 464287465 | $2.6M | 0.57% | 25,091 | SH |
| 38 | WELLS FARGO & CO | WFC | 949746101 | $2.6M | 0.56% | 31,225 | SH |
| 39 | SCHWAB STRATEGIC TR | FNDX | 808524771 | $2.5M | 0.54% | 79,721 | SH |
| 40 | ISHARES TR | IWM | 464287655 | $2.5M | 0.54% | 8,232 | SH |
| 41 | JOHNSON & JOHNSON | JNJ | 478160104 | $2.5M | 0.54% | 9,734 | SH |
| 42 | INVESCO EXCH TRADED FD TR II | IDMO | 46138E222 | $2.4M | 0.53% | 40,000 | SH |
| 43 | HOME DEPOT INC | HD | 437076102 | $2.3M | 0.50% | 6,536 | SH |
| 44 | ISHARES TR | IVW | 464287309 | $2.3M | 0.50% | 16,637 | SH |
| 45 | PROCTER & GAMBLE CO | PG | 742718109 | $2.3M | 0.50% | 15,517 | SH |
| 46 | VISA INC | V | 92826C839 | $2.2M | 0.49% | 6,515 | SH |
| 47 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $2.2M | 0.47% | 64,114 | SH |
| 48 | WISDOMTREE TR | USFR | 97717Y527 | $2.1M | 0.46% | 42,208 | SH |
| 49 | EXXON MOBIL CORP | XOM | 30231G102 | $2.1M | 0.46% | 15,474 | SH |
| 50 | NETFLIX INC. | NFLX | 64110L106 | $2.1M | 0.46% | 29,412 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-07 | $457.1M | 275 | 0002051491-26-000004 |
| 2026-03-31 | 2026-04-16 | $406.3M | 264 | 0002051491-26-000003 |
| 2025-12-31 | 2026-01-15 | $401.1M | 246 | 0002051491-26-000001 |