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Livermore
Livermore
ZHEN

Westmount Partners, LLC

SEC CIK
0002051491
Latest filing
Jul 7, 2026

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Jan 28, 2025. Long positions only; changes compare share counts with Q2 2023.

Institution overview
Positions
195
+7 vs. Q2 2023
Portfolio value
$227.0M
−$2.74M (−1.2%) vs. Q2 2023
Filed
Jan 28, 2025
SEC
Holdings of Westmount Partners, LLC in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock167,422$28.7M12.6%+2,182+1.3%AddedHistory
MSFTMicrosoft CorpStock33,909$10.7M4.7%−202−0.6%ReducedHistory
CACICACI International IncCL A31,331$9.84M4.3%00.0%UnchangedHistory
Vanguard S&P 500 ETF922908363ETF23,480$9.22M4.1%+3,000+14.6%Added–
ILMNIllumina, Inc.COM47,614$6.54M2.9%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF13,779$5.89M2.6%+1,801+15.0%AddedHistory
BRK.BBerkshire Hathaway IncStock14,408$5.05M2.2%+112+0.8%AddedHistory
iShares Core S&P 500 ETF464287200ETF10,903$4.68M2.1%+553+5.3%Added–
AMZNAmazon Com IncStock31,661$4.02M1.8%+17+0.1%AddedHistory
WisdomTree Tr97717Y527FLOATNG RAT TREA77,021$3.88M1.7%−9,866−11.4%Reduced–
AVGOBroadcom Inc.Stock4,439$3.69M1.6%+43+1.0%AddedHistory
Vanguard Total World Stock ETF922042742ETF34,743$3.24M1.4%+3,246+10.3%Added–
ASTHAstrana Health, Inc.COM NEW99,660$3.07M1.4%−1,920−1.9%ReducedHistory
WMTWalmart Inc.Stock18,500$2.96M1.3%+275+1.5%AddedHistory
Invesco QQQ Trust Series I46090E103ETF8,177$2.93M1.3%+442+5.7%Added–
IBMInternational Business Machines CorpStock20,388$2.86M1.3%−372−1.8%ReducedHistory
PGProcter & Gamble CoStock19,054$2.78M1.2%+1,269+7.1%AddedHistory
AMBPArdagh Metal Packaging S.A.SHS865,135$2.71M1.2%00.0%UnchangedHistory
HDHome Depot, Inc.Stock7,701$2.33M1.0%+133+1.8%AddedHistory
MASIMasimo CorpCOM26,424$2.32M1.0%00.0%UnchangedHistory
JNJJohnson & JohnsonStock14,276$2.22M1.0%+870+6.5%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF10,391$2.21M1.0%+4,045+63.7%Added–
NVDANVIDIA CorpStock5,053$2.20M1.0%+329+7.0%AddedHistory
KFYKorn FerryCOM NEW43,722$2.07M0.9%−151−0.3%ReducedHistory
Dimensional ETF Trust25434V724US MKTWIDE VALUE60,240$2.05M0.9%00.0%Unchanged–
ORCLOracle CorpStock19,172$2.03M0.9%+54+0.3%AddedHistory
XOMExxonMobil Holdings CorpCOM15,466$1.82M0.8%+1,792+13.1%AddedHistory
COSTCostco Wholesale CorpStock3,120$1.76M0.8%+3+0.1%AddedHistory
iShares Russell 2000 ETF464287655ETF9,746$1.72M0.8%+161+1.7%Added–
GOOGLAlphabet Inc.Stock12,863$1.68M0.7%−621−4.6%ReducedHistory
iShares MSCI Eafe ETF464287465ETF23,729$1.64M0.7%+1,063+4.7%Added–
JPMJPMorgan Chase & CoStock10,939$1.59M0.7%+124+1.1%AddedHistory
Dimensional U.S. Small Cap ETF25434V500ETF30,083$1.58M0.7%−325−1.1%Reduced–
DISWalt Disney CoStock18,947$1.54M0.7%−194−1.0%ReducedHistory
Trust for Professional Manag89834G778CROSSINGBRDG PRE70,523$1.53M0.7%+2,903+4.3%Added–
VVisa Inc.Stock6,038$1.39M0.6%+120+2.0%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF4,988$1.33M0.6%+1,572+46.0%Added–
NFLXNetflix IncStock3,431$1.30M0.6%+35+1.0%AddedHistory
CVXChevron CorpStock7,648$1.29M0.6%−198−2.5%ReducedHistory
GOOGAlphabet Inc.Stock9,352$1.23M0.5%−400−4.1%ReducedHistory
PEPPepsiCo IncStock6,792$1.15M0.5%+4+0.1%AddedHistory
iShares Tr46436E7180-3 MTH TREASURY11,425$1.15M0.5%+11,425New–
METAMeta Platforms, Inc.Stock3,693$1.11M0.5%−13−0.4%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW3,775$1.10M0.5%−14−0.4%ReducedHistory
iShares Tr464289859CORE 80 20 ETF16,191$1.03M0.5%+298+1.9%Added–
SPDR Series Trust78464A763ST STR SP DIV8,859$1.02M0.4%00.0%Unchanged–
iShares Core MSCI Total International Stock ETF46432F834ETF16,400$983.8K0.4%+16,400New–
iShares Tr464287150CORE S&P TTL STK10,435$982.8K0.4%+10,435New–
Vanguard Dividend Appreciation ETF921908844ETF6,220$966.5K0.4%+2,068+49.8%Added–
PSXPhillips 66Stock8,004$961.7K0.4%+110+1.4%AddedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD12,621$948.5K0.4%+517+4.3%Added–
QCOMQualcomm IncStock8,508$944.9K0.4%−227−2.6%ReducedHistory
TSLATesla, Inc.Stock3,759$940.6K0.4%−122−3.1%ReducedHistory
Vanguard Ftse Developed Markets ETF921943858ETF21,487$939.4K0.4%+11+0.1%Added–
WFCWells Fargo & CompanyStock22,872$934.6K0.4%+706+3.2%AddedHistory
Ssga Active ETF Tr78467V848ST STR TOTAL ETF23,875$922.8K0.4%+1,436+6.4%Added–
KOCoca Cola CoStock16,412$918.7K0.4%+1,025+6.7%AddedHistory
Vanguard Morningstar Growth ETF922908736ETF3,252$885.6K0.4%−44−1.3%Reduced–
iShares Tr464287622RUS 1000 ETF3,701$869.3K0.4%00.0%Unchanged–
ATVIActivision Blizzard, Inc.COM9,253$866.4K0.4%00.0%UnchangedHistory
SPGIS&P Global Inc.Stock2,362$863.1K0.4%00.0%UnchangedHistory
COPConocoPhillipsStock7,078$847.9K0.4%00.0%UnchangedHistory
RDNTRadNet, Inc.COM30,000$845.7K0.4%00.0%UnchangedHistory
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF37,553$845.7K0.4%−1,427−3.7%Reduced–
iShares Core S&P Small Cap ETF464287804ETF8,926$842.0K0.4%+1,336+17.6%Added–
MCDMcDonalds CorpStock3,193$841.1K0.4%+9+0.3%AddedHistory
AMGNAmgen IncStock2,958$794.9K0.4%+81+2.8%AddedHistory
PIMCO Active Bond Exchange-Traded Fund72201R775ETF8,921$784.2K0.3%+690+8.4%Added–
CMCSAComcast CorpStock17,423$772.5K0.3%−917−5.0%ReducedHistory
ABBVAbbVie Inc.Stock5,171$770.8K0.3%+458+9.7%AddedHistory
JPMorgan Ultra-Short Income ETF46641Q837ETF15,218$763.6K0.3%+15,218New–
HONHoneywell International IncCOM4,070$751.9K0.3%+3+0.1%AddedHistory
CATCaterpillar IncStock2,662$726.7K0.3%+30+1.1%AddedHistory
iShares Tr464288273EAFE SML CP ETF12,814$723.6K0.3%+635+5.2%Added–
iShares S&P 500 Growth ETF464287309ETF10,394$711.2K0.3%+400+4.0%Added–
iShares Tr464289867CORE 60 BALA ETF14,393$711.1K0.3%−617−4.1%Reduced–
iShares Tr46434V878ULTRA SHORT DUR13,933$701.9K0.3%+13,933New–
SRESempraStock10,129$689.0K0.3%00.0%UnchangedConverted for a 2-for-1 splitHistory
BMYBristol Myers Squibb CoStock11,786$684.0K0.3%+679+6.1%AddedHistory
iShares Tr464288851US OIL GS EX ETF6,929$675.8K0.3%00.0%Unchanged–
Vanguard World FD921910840MEGA CAP VAL ETF6,630$672.2K0.3%00.0%Unchanged–
BACBank of America CorpStock23,844$652.9K0.3%+698+3.0%AddedHistory
BABoeing CoStock3,259$624.7K0.3%+267+8.9%AddedHistory
PFEPfizer IncStock18,503$613.8K0.3%−799−4.1%ReducedHistory
IONSIonis Pharmaceuticals IncCOM13,462$610.6K0.3%00.0%UnchangedHistory
iShares Core MSCI Eafe ETF46432F842ETF9,411$605.6K0.3%+9,411New–
MRKMerck & Co., Inc.Stock5,842$601.5K0.3%−13−0.2%ReducedHistory
iShares Tr464287739U.S. REAL ES ETF7,585$592.7K0.3%−598−7.3%Reduced–
iShares S&P 500 Value ETF464287408ETF3,845$591.5K0.3%00.0%Unchanged–
SCHWSchwab Charles CorpStock10,710$588.0K0.3%+685+6.8%AddedHistory
EIXEdison InternationalStock9,137$578.3K0.3%00.0%UnchangedHistory
Vanguard World FD921910816MEGA GRWTH IND2,523$572.5K0.3%00.0%Unchanged–
Vanguard Health Care ETF92204A504ETF2,352$553.0K0.2%00.0%Unchanged–
Vanguard Ftse Emerging Markets ETF922042858ETF14,077$552.0K0.2%+52+0.4%Added–
INTCIntel CorpStock15,425$548.4K0.2%+1,983+14.8%AddedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF2,633$548.3K0.2%+11+0.4%Added–
iShares Russell 1000 Value ETF464287598ETF3,600$546.6K0.2%−9−0.2%Reduced–
HOODRobinhood Markets, Inc.Stock54,631$535.9K0.2%+465+0.9%AddedHistory
LOWLowes Companies IncStock2,525$524.8K0.2%+75+3.1%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF2,069$515.8K0.2%+464+28.9%Added–

Sold out since Q2 2023 (9)

Positions held at the end of Q2 2023 that are gone from this filing.

Positions of Westmount Partners, LLC sold out since Q2 2023
SecurityClassShares in Q2 2023Value in Q2 2023% of portfolio in Q2 2023History
NOCNorthrop Grumman CorpStock1,067$486.3K0.2%History
SDGRSchrodinger, Inc.COM6,300$314.5K0.1%History
VTRVentas, Inc.REIT5,993$283.3K0.1%History
iShares Tr464288281JPMORGAN USD EMG2,527$218.7K0.1%–
GISGeneral Mills IncStock2,753$211.2K0.1%History
DRIDarden Restaurants IncCOM1,246$208.2K0.1%History
MMM3M CoStock2,066$206.8K0.1%History
IDXXIDEXX Laboratories IncCOM400$200.9K0.1%History
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF2,860$200.0K0.1%–