Westmount Partners, LLC — 13F Holdings & Portfolio
CIK 2051491 · latest 13F-HR filed 2026-04-16
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.
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AUM
$406.3M
Long-equity book
Holdings
264
Distinct positions
Period
2026-03-31
Filed 2026-04-16
Q/Q Activity
+34 / −18 / ↑78 / ↓69
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD INDEX FDS$1.9M +108.4%
- ABBVIE INC$1.5M +131.7%
- EXXON MOBIL CORP$1.5M +86.8%
- MASIMO CORP$1.2M +36.8%
- ISHARES TR$1.1M +79.6%
Top Trims
- MICROSOFT CORP-$3.2M -18.7%
- APPLE INC-$2.4M -5.2%
- BROADCOM INC-$1.8M -10.6%
- ROBINHOOD MKTS INC-$1.3M -40.1%
- NVIDIA CORPORATION-$1.1M -6.7%
New Positions
- INVESCO EXCH TRADED FD TR II$2.2M
- MARVELL TECHNOLOGY INC$1.3M
- ISHARES TR$821.8K
- PALO ALTO NETWORKS INC$737.5K
- VANGUARD SCOTTSDALE FDS$696.8K
Exited Positions
- SPDR SERIES TRUST$2.8M
- INVESCO EXCH TRADED FD TR II$2.2M
- ISHARES SILVER TR$757.8K
- CYBERARK SOFTWARE LTD$669.1K
- ISHARES TR$460.0K
All Holdings
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 | $43.8M | 10.79% | 172,733 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $15.6M | 3.84% | 89,548 | SH |
| 3 | BROADCOM INC | AVGO | 11135F101 | $14.9M | 3.67% | 48,228 | SH |
| 4 | VANGUARD INDEX FDS | VOO | 922908363 | $14.4M | 3.54% | 24,098 | SH |
| 5 | MICROSOFT CORP | MSFT | 594918104 | $14.1M | 3.46% | 37,984 | SH |
| 6 | CACI INTL INC | CACI | 127190304 | $11.6M | 2.85% | 21,316 | SH |
| 7 | AMAZON COM INC | AMZN | 023135106 | $10.0M | 2.46% | 47,993 | SH |
| 8 | ALPHABET INC | GOOGL | 02079K305 | $9.4M | 2.32% | 32,765 | SH |
| 9 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $8.8M | 2.16% | 18,321 | SH |
| 10 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $8.7M | 2.14% | 13,375 | SH |
| 11 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $7.7M | 1.90% | 55,810 | SH |
| 12 | ISHARES TR | IVV | 464287200 | $7.6M | 1.88% | 11,662 | SH |
| 13 | WALMART INC | WMT | 931142103 | $7.1M | 1.75% | 57,101 | SH |
| 14 | VANGUARD INDEX FDS | VTI | 922908769 | $6.5M | 1.61% | 20,402 | SH |
| 15 | INVESCO QQQ TR | QQQ | 46090E103 | $5.4M | 1.34% | 9,411 | SH |
| 16 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $4.7M | 1.15% | 19,355 | SH |
| 17 | ALPHABET INC | GOOG | 02079K107 | $4.6M | 1.13% | 16,036 | SH |
| 18 | ILLUMINA INC | ILMN | 452327109 | $4.3M | 1.07% | 35,119 | SH |
| 19 | MASIMO CORP | MASI | 574795100 | $4.3M | 1.06% | 24,232 | SH |
| 20 | VANGUARD INDEX FDS | VUG | 922908736 | $3.6M | 0.90% | 8,353 | SH |
| 21 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $3.6M | 0.89% | 3,647 | SH |
| 22 | ISHARES TR | AOA | 464289859 | $3.3M | 0.81% | 37,232 | SH |
| 23 | ISHARES TR | IJR | 464287804 | $3.3M | 0.80% | 26,302 | SH |
| 24 | EXXON MOBIL CORP | XOM | 30231G102 | $3.1M | 0.77% | 18,399 | SH |
| 25 | META PLATFORMS INC | META | 30303M102 | $3.1M | 0.76% | 5,381 | SH |
| 26 | BANK OF MARIN BANCORP | BMRC | 063425102 | $3.0M | 0.73% | 115,484 | SH |
| 27 | NETFLIX INC. | NFLX | 64110L106 | $2.9M | 0.72% | 30,394 | SH |
| 28 | DIMENSIONAL ETF TRUST | DFUV | 25434V724 | $2.9M | 0.72% | 60,240 | SH |
| 29 | ORACLE CORP | ORCL | 68389X105 | $2.8M | 0.70% | 19,365 | SH |
| 30 | JOHNSON & JOHNSON | JNJ | 478160104 | $2.8M | 0.68% | 11,315 | SH |
| 31 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $2.7M | 0.66% | 105,342 | SH |
| 32 | JPMORGAN CHASE & CO | JPM | 46625H100 | $2.7M | 0.66% | 9,124 | SH |
| 33 | ABBVIE INC | ABBV | 00287Y109 | $2.6M | 0.65% | 12,184 | SH |
| 34 | TESLA INC | TSLA | 88160R101 | $2.6M | 0.65% | 7,110 | SH |
| 35 | KORN FERRY | KFY | 500643200 | $2.6M | 0.64% | 41,518 | SH |
| 36 | PROCTER & GAMBLE CO | PG | 742718109 | $2.5M | 0.62% | 17,399 | SH |
| 37 | ISHARES TR | IVE | 464287408 | $2.5M | 0.61% | 11,689 | SH |
| 38 | WELLS FARGO & CO | WFC | 949746101 | $2.4M | 0.60% | 30,699 | SH |
| 39 | ISHARES TR | EFA | 464287465 | $2.4M | 0.60% | 25,057 | SH |
| 40 | SCHWAB STRATEGIC TR | FNDX | 808524771 | $2.2M | 0.55% | 79,721 | SH |
| 41 | INVESCO EXCH TRADED FD TR II | XSHQ | 46138G300 | $2.2M | 0.54% | 40,000 | SH |
| 42 | HOME DEPOT INC | HD | 437076102 | $2.1M | 0.53% | 6,501 | SH |
| 43 | ELI LILLY & CO | LLY | 532457108 | $2.1M | 0.52% | 2,307 | SH |
| 44 | WISDOMTREE TR | USFR | 97717Y527 | $2.1M | 0.52% | 42,126 | SH |
| 45 | ISHARES TR | IWM | 464287655 | $2.0M | 0.50% | 8,182 | SH |
| 46 | ROBINHOOD MKTS INC | HOOD | 770700102 | $1.9M | 0.48% | 27,995 | SH |
| 47 | VISA INC | V | 92826C839 | $1.9M | 0.48% | 6,404 | SH |
| 48 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $1.9M | 0.47% | 65,555 | SH |
| 49 | ASTRANA HEALTH INC | ASTH | 03763A207 | $1.9M | 0.47% | 77,755 | SH |
| 50 | ISHARES TR | IVW | 464287309 | $1.9M | 0.46% | 16,634 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-16 | $406.3M | 264 | 0002051491-26-000003 |
| 2025-12-31 | 2026-01-15 | $401.1M | 246 | 0002051491-26-000001 |