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Livermore
Livermore
ZHEN

Westmount Partners, LLC

SEC CIK
0002051491
Latest filing
Jul 7, 2026

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed Jan 28, 2025. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
213
+11 vs. Q4 2023
Portfolio value
$278.0M
+$33.1M (+13.5%) vs. Q4 2023
Filed
Jan 28, 2025
SEC
Holdings of Westmount Partners, LLC in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock167,362$28.7M10.3%−747−0.4%ReducedHistory
MSFTMicrosoft CorpStock32,350$13.6M4.9%−1,266−3.8%ReducedHistory
Vanguard S&P 500 ETF922908363ETF25,074$12.1M4.3%+1,293+5.4%Added–
CACICACI International IncCL A31,109$11.8M4.2%−222−0.7%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF15,467$8.09M2.9%+1,972+14.6%AddedHistory
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF59,207$6.54M2.4%+59,207New–
ILMNIllumina, Inc.COM47,609$6.54M2.4%−50.0%ReducedHistory
AMZNAmazon Com IncStock34,452$6.21M2.2%+1,351+4.1%AddedHistory
BRK.BBerkshire Hathaway IncStock14,502$6.10M2.2%−138−0.9%ReducedHistory
iShares Core S&P 500 ETF464287200ETF11,408$6.00M2.2%+983+9.4%Added–
AVGOBroadcom Inc.Stock4,438$5.88M2.1%−10.0%ReducedHistory
NVDANVIDIA CorpStock6,153$5.56M2.0%+500+8.8%AddedHistory
Vanguard Total World Stock ETF922042742ETF39,110$4.32M1.6%+2,158+5.8%Added–
ASTHAstrana Health, Inc.COM NEW95,695$4.02M1.4%−1,830−1.9%ReducedHistory
MASIMasimo CorpCOM26,424$3.88M1.4%00.0%UnchangedHistory
IBMInternational Business Machines CorpStock19,758$3.77M1.4%+72+0.4%AddedHistory
Invesco QQQ Trust Series I46090E103ETF8,385$3.72M1.3%+269+3.3%Added–
WMTWalmart Inc.Stock55,008$3.31M1.2%00.0%UnchangedConverted for a 3-for-1 splitHistory
PGProcter & Gamble CoStock18,964$3.08M1.1%−113−0.6%ReducedHistory
HDHome Depot, Inc.Stock7,609$2.92M1.0%−51−0.7%ReducedHistory
KFYKorn FerryCOM NEW43,722$2.88M1.0%00.0%UnchangedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF10,632$2.76M1.0%+2,250+26.8%Added–
ORCLOracle CorpStock19,731$2.48M0.9%+352+1.8%AddedHistory
Dimensional ETF Trust25434V724US MKTWIDE VALUE60,240$2.46M0.9%00.0%Unchanged–
DISWalt Disney CoStock18,952$2.32M0.8%+30.0%AddedHistory
WisdomTree Tr97717Y527FLOATNG RAT TREA44,034$2.21M0.8%−6,938−13.6%Reduced–
JNJJohnson & JohnsonStock13,991$2.21M0.8%−365−2.5%ReducedHistory
COSTCostco Wholesale CorpStock3,000$2.20M0.8%+3+0.1%AddedHistory
JPMJPMorgan Chase & CoStock10,912$2.19M0.8%−138−1.2%ReducedHistory
iShares Russell 2000 ETF464287655ETF10,082$2.12M0.8%+10+0.1%Added–
METAMeta Platforms, Inc.Stock4,360$2.12M0.8%+282+6.9%AddedHistory
GOOGLAlphabet Inc.Stock13,336$2.01M0.7%+68+0.5%AddedHistory
iShares MSCI Eafe ETF464287465ETF24,508$1.96M0.7%−111−0.5%Reduced–
Dimensional U.S. Small Cap ETF25434V500ETF30,083$1.88M0.7%00.0%Unchanged–
NFLXNetflix IncStock2,972$1.80M0.6%−25−0.8%ReducedHistory
XOMExxonMobil Holdings CorpCOM15,104$1.76M0.6%−84−0.6%ReducedHistory
VVisa Inc.Stock5,794$1.62M0.6%−109−1.8%ReducedHistory
Trust for Professional Manag89834G778CROSSINGBRDG PRE75,005$1.61M0.6%−745−1.0%Reduced–
iShares Tr464289859CORE 80 20 ETF20,547$1.51M0.5%+1,697+9.0%Added–
ISRGIntuitive Surgical IncCOM NEW3,766$1.50M0.5%00.0%UnchangedHistory
QCOMQualcomm IncStock8,548$1.45M0.5%−101−1.2%ReducedHistory
GOOGAlphabet Inc.Stock9,357$1.42M0.5%+163+1.8%AddedHistory
WFCWells Fargo & CompanyStock22,475$1.30M0.5%+112+0.5%AddedHistory
PSXPhillips 66Stock7,938$1.30M0.5%−58−0.7%ReducedHistory
iShares S&P 500 Growth ETF464287309ETF14,867$1.26M0.5%+81+0.5%Added–
iShares Tr464287150CORE S&P TTL STK10,538$1.22M0.4%+24+0.2%Added–
iShares S&P 500 Value ETF464287408ETF6,369$1.19M0.4%+428+7.2%Added–
iShares Russell 1000 Growth ETF464287614ETF3,494$1.18M0.4%+34+1.0%Added–
CVXChevron CorpStock7,414$1.17M0.4%−41−0.5%ReducedHistory
SPDR Series Trust78464A763ST STR SP DIV8,870$1.16M0.4%+23+0.3%Added–
PEPPepsiCo IncStock6,618$1.16M0.4%−54−0.8%ReducedHistory
Vanguard Morningstar Growth ETF922908736ETF3,292$1.13M0.4%−28−0.8%Reduced–
Vanguard Ftse Developed Markets ETF921943858ETF22,388$1.12M0.4%−1,771−7.3%Reduced–
HOODRobinhood Markets, Inc.Stock54,631$1.10M0.4%00.0%UnchangedHistory
AMGNAmgen IncStock3,812$1.08M0.4%+885+30.2%AddedHistory
iShares Tr464287622RUS 1000 ETF3,734$1.08M0.4%+13+0.3%Added–
iShares Core S&P Small Cap ETF464287804ETF9,638$1.07M0.4%+804+9.1%Added–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD13,215$1.02M0.4%−368−2.7%Reduced–
Ssga Active ETF Tr78467V848ST STR TOTAL ETF25,362$1.02M0.4%−512−2.0%Reduced–
SPGIS&P Global Inc.Stock2,362$1.00M0.4%00.0%UnchangedHistory
WSMWilliams Sonoma IncCOM3,092$981.7K0.4%+4+0.1%AddedHistory
RDNTRadNet, Inc.COM20,000$973.2K0.4%00.0%UnchangedHistory
CATCaterpillar IncStock2,573$943.0K0.3%−50−1.9%ReducedHistory
BACBank of America CorpStock24,638$934.3K0.3%+1,151+4.9%AddedHistory
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF36,105$918.5K0.3%00.0%Unchanged–
ABBVAbbVie Inc.Stock5,020$914.1K0.3%+20.0%AddedHistory
TSLATesla, Inc.Stock5,173$909.4K0.3%−249−4.6%ReducedHistory
COPConocoPhillipsStock7,078$900.9K0.3%00.0%UnchangedHistory
KOCoca Cola CoStock14,631$895.1K0.3%−2,355−13.9%ReducedHistory
iShares Core MSCI Eafe ETF46432F842ETF11,934$885.7K0.3%+2,306+24.0%Added–
MCDMcDonalds CorpStock3,060$862.7K0.3%+6+0.2%AddedHistory
iShares Tr464288273EAFE SML CP ETF13,330$844.2K0.3%−166−1.2%Reduced–
HONHoneywell International IncCOM4,064$834.2K0.3%−9−0.2%ReducedHistory
LLYEli Lilly & CoStock1,067$829.7K0.3%+45+4.4%AddedHistory
Vanguard World FD921910840MEGA CAP VAL ETF6,630$792.3K0.3%00.0%Unchanged–
Vanguard Dividend Appreciation ETF921908844ETF4,194$765.9K0.3%+10+0.2%Added–
iShares Core S&P Mid-Cap ETF464287507ETF12,335$749.3K0.3%+1,915+18.4%AddedConverted for a 5-for-1 split–
iShares Tr464288851US OIL GS EX ETF6,999$748.7K0.3%+39+0.6%Added–
CMCSAComcast CorpStock17,198$745.6K0.3%−778−4.3%ReducedHistory
GBTCGrayscale Bitcoin Trust ETFETF11,781$744.2K0.3%+11,781NewHistory
MRKMerck & Co., Inc.Stock5,567$734.6K0.3%−454−7.5%ReducedHistory
Vanguard World FD921910816MEGA GRWTH IND2,523$723.1K0.3%00.0%Unchanged–
SRESempraStock9,990$717.5K0.3%−549−5.2%ReducedHistory
SCHWSchwab Charles CorpStock9,918$717.5K0.3%−372−3.6%ReducedHistory
AXPAmerican Express CoStock3,132$713.1K0.3%+24+0.8%AddedHistory
LMTLockheed Martin CorpStock1,547$703.5K0.3%+1,002+183.9%AddedHistory
EIXEdison InternationalStock9,681$684.7K0.2%+94+1.0%AddedHistory
iShares Tr464287739U.S. REAL ES ETF7,578$681.2K0.2%−611−7.5%Reduced–
Schwab U.S. Broad Market ETF808524102ETF11,135$679.8K0.2%+512+4.8%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF16,192$676.3K0.2%+372+2.4%Added–
FICOFair Isaac CorpCOM534$667.3K0.2%+50+10.3%AddedHistory
iShares Tr464289867CORE 60 BALA ETF11,901$662.5K0.2%−426−3.5%Reduced–
iShares Russell 1000 Value ETF464287598ETF3,660$655.5K0.2%+59+1.6%Added–
INTCIntel CorpStock14,728$650.5K0.2%−1,051−6.7%ReducedHistory
Vanguard Morningstar Value ETF922908744ETF3,930$640.0K0.2%+1,803+84.8%Added–
Vanguard Health Care ETF92204A504ETF2,352$636.3K0.2%00.0%Unchanged–
GEGeneral Electric CoStock3,542$621.7K0.2%+63+1.8%AddedHistory
IONSIonis Pharmaceuticals IncCOM13,872$601.4K0.2%00.0%UnchangedHistory
LOWLowes Companies IncStock2,354$599.6K0.2%00.0%UnchangedHistory
ProShares Tr74347X864ULTRPRO S&P5008,246$581.7K0.2%+188+2.3%Added–

Sold out since Q4 2023 (6)

Positions held at the end of Q4 2023 that are gone from this filing.

Positions of Westmount Partners, LLC sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
iShares Global Clean Energy ETF464288224ETF14,991$233.4K0.1%–
SDGRSchrodinger, Inc.COM6,300$225.5K0.1%History
NYTNew York Times CoCL A4,414$216.2K0.1%History
iShares Tr464288281JPMORGAN USD EMG2,364$210.5K0.1%–
TXNTexas Instruments IncStock1,179$201.0K0.1%History
NKLANikola CorpCOM12,500$10.9K<0.1%History