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Livermore
Livermore
ZHEN

Westmount Partners, LLC

SEC CIK
0002051491
Latest filing
Jul 7, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Jan 15, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
246
+2 vs. Q3 2025
Portfolio value
$401.1M
+$13.9M (+3.6%) vs. Q3 2025
Filed
Jan 15, 2026
SEC
Holdings of Westmount Partners, LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock170,045$46.2M11.5%+10,392+6.5%AddedHistory
MSFTMicrosoft CorpStock35,773$17.3M4.3%+434+1.2%AddedHistory
NVDANVIDIA CorpStock89,784$16.7M4.2%+21,618+31.7%AddedHistory
AVGOBroadcom Inc.Stock48,224$16.7M4.2%+139+0.3%AddedHistory
Vanguard S&P 500 ETF922908363ETF23,654$14.8M3.7%−313−1.3%Reduced–
CACICACI International IncCL A21,316$11.4M2.8%00.0%UnchangedHistory
AMZNAmazon Com IncStock41,818$9.65M2.4%+4,307+11.5%AddedHistory
SPYSPDR S&P 500 ETF TrustETF13,741$9.37M2.3%−10−0.1%ReducedHistory
GOOGLAlphabet Inc.Stock28,644$8.97M2.2%+3,821+15.4%AddedHistory
BRK.BBerkshire Hathaway IncStock17,049$8.57M2.1%+144+0.9%AddedHistory
iShares Core S&P 500 ETF464287200ETF11,577$7.93M2.0%−55−0.5%Reduced–
Vanguard Total World Stock ETF922042742ETF54,530$7.69M1.9%+779+1.4%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF21,105$7.08M1.8%+1,525+7.8%Added–
WMTWalmart Inc.Stock54,968$6.12M1.5%−147−0.3%ReducedHistory
IBMInternational Business Machines CorpStock19,288$5.71M1.4%+32+0.2%AddedHistory
ILMNIllumina, Inc.COM40,103$5.26M1.3%−7,506−15.8%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF7,919$4.86M1.2%−86−1.1%Reduced–
GOOGAlphabet Inc.Stock13,353$4.19M1.0%+103+0.8%AddedHistory
ORCLOracle CorpStock18,909$3.69M0.9%−136−0.7%ReducedHistory
METAMeta Platforms, Inc.Stock5,509$3.64M0.9%+611+12.5%AddedHistory
iShares Tr464289859CORE 80 20 ETF36,360$3.26M0.8%−2,015−5.3%Reduced–
HOODRobinhood Markets, Inc.Stock28,620$3.24M0.8%00.0%UnchangedHistory
MASIMasimo CorpCOM24,232$3.15M0.8%−1,634−6.3%ReducedHistory
iShares Core S&P Small Cap ETF464287804ETF26,052$3.13M0.8%+79+0.3%Added–
COSTCostco Wholesale CorpStock3,467$2.99M0.7%00.0%UnchangedHistory
BMRCBank of Marin BancorpCOM114,559$2.98M0.7%+114,559NewHistory
WFCWells Fargo & CompanyStock30,595$2.85M0.7%−80.0%ReducedHistory
Schwab U.S. Large-Cap ETF808524201ETF105,342$2.83M0.7%+10.0%Added–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF30,984$2.83M0.7%−27,224−46.8%Reduced–
NFLXNetflix IncStock30,135$2.83M0.7%+435+1.5%AddedConverted for a 10-for-1 splitHistory
JPMJPMorgan Chase & CoStock8,725$2.81M0.7%−223−2.5%ReducedHistory
Dimensional ETF Trust25434V724US MKTWIDE VALUE60,240$2.81M0.7%00.0%Unchanged–
KFYKorn FerryCOM NEW41,518$2.74M0.7%00.0%UnchangedHistory
iShares MSCI Eafe ETF464287465ETF25,063$2.41M0.6%−437−1.7%Reduced–
VVisa Inc.Stock6,452$2.26M0.6%−133−2.0%ReducedHistory
HDHome Depot, Inc.Stock6,535$2.25M0.6%−11−0.2%ReducedHistory
Invesco Exch Traded FD Tr II46138E107EQUAL WEGT 0-3040,000$2.22M0.6%00.0%Unchanged–
LLYEli Lilly & CoStock2,058$2.21M0.6%+8+0.4%AddedHistory
Schwab Fundamental U.S. Large Company ETF808524771ETF79,721$2.17M0.5%−106−0.1%Reduced–
Schwab U.S. Large-Cap Growth ETF808524300ETF66,447$2.17M0.5%+1,781+2.8%Added–
PGProcter & Gamble CoStock14,902$2.14M0.5%−13−0.1%ReducedHistory
WisdomTree Tr97717Y527FLOATNG RAT TREA42,076$2.12M0.5%−765−1.8%Reduced–
JNJJohnson & JohnsonStock10,043$2.08M0.5%+129+1.3%AddedHistory
ISRGIntuitive Surgical IncCOM NEW3,581$2.03M0.5%−263−6.8%ReducedHistory
DISWalt Disney CoStock17,627$2.01M0.5%−961−5.2%ReducedHistory
TSLATesla, Inc.Stock4,391$1.97M0.5%+299+7.3%AddedHistory
ASTHAstrana Health, Inc.COM NEW79,423$1.97M0.5%−4,266−5.1%ReducedHistory
iShares Russell 2000 ETF464287655ETF7,932$1.95M0.5%−2,552−24.3%Reduced–
iShares S&P 500 Growth ETF464287309ETF14,720$1.81M0.5%+40.0%Added–
iShares Tr464287622RUS 1000 ETF4,819$1.80M0.4%00.0%Unchanged–
Vanguard Morningstar Growth ETF922908736ETF3,589$1.75M0.4%+3+0.1%Added–
QCOMQualcomm IncStock10,168$1.74M0.4%+61+0.6%AddedHistory
Schwab Fundamental International Equity ETF808524755ETF37,577$1.70M0.4%+111+0.3%Added–
XOMExxonMobil Holdings CorpCOM13,883$1.67M0.4%−10−0.1%ReducedHistory
Dimensional U.S. Small Cap ETF25434V500ETF23,906$1.67M0.4%−1,059−4.2%Reduced–
iShares Tr464287150CORE S&P TTL STK10,914$1.62M0.4%+130+1.2%Added–
iShares Russell 1000 Growth ETF464287614ETF3,201$1.51M0.4%+77+2.5%Added–
BRK.ABerkshire Hathaway IncCL A2$1.51M0.4%00.0%UnchangedHistory
Schwab International Equity ETF808524805ETF60,411$1.45M0.4%+171+0.3%Added–
RDNTRadNet, Inc.COM20,000$1.43M0.4%00.0%UnchangedHistory
iShares S&P 500 Value ETF464287408ETF6,482$1.37M0.3%+73+1.1%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF9,238$1.33M0.3%00.0%UnchangedConverted for a 2-for-1 split–
iShares Core MSCI Eafe ETF46432F842ETF14,645$1.31M0.3%+4,077+38.6%Added–
Schwab Fundamental U.S. Small Company ETF808524763ETF40,438$1.27M0.3%−141−0.3%Reduced–
Schwab U.S. Small-Cap ETF808524607ETF44,716$1.27M0.3%00.0%Unchanged–
BACBank of America CorpStock22,288$1.23M0.3%−108−0.5%ReducedHistory
AMGNAmgen IncStock3,684$1.21M0.3%+14+0.4%AddedHistory
SPDR Series Trust78464A763ST STR SP DIV8,626$1.20M0.3%−194−2.2%Reduced–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF36,105$1.18M0.3%00.0%Unchanged–
ABBVAbbVie Inc.Stock5,006$1.14M0.3%−21−0.4%ReducedHistory
Vanguard Ftse Developed Markets ETF921943858ETF18,168$1.13M0.3%−4,609−20.2%Reduced–
WSMWilliams Sonoma IncCOM6,329$1.13M0.3%+23+0.4%AddedHistory
CATCaterpillar IncStock1,840$1.05M0.3%+3+0.2%AddedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD13,144$1.05M0.3%+40.0%Added–
iShares Tr464289867CORE 60 BALA ETF15,819$1.03M0.3%+948+6.4%Added–
IONSIonis Pharmaceuticals IncCOM12,961$1.03M0.3%00.0%UnchangedHistory
PSXPhillips 66Stock7,934$1.02M0.3%−7−0.1%ReducedHistory
Vanguard Information Technology ETF92204A702ETF1,350$1.02M0.3%+500+58.8%Added–
Vanguard Dividend Appreciation ETF921908844ETF4,426$972.7K0.2%+10.0%Added–
iShares Tr46434V464LOW CA OP MS ETF4,208$970.1K0.2%+142+3.5%Added–
ProShares Tr74347X864ULTRPRO S&P5008,377$969.7K0.2%+56+0.7%Added–
iShares Tr464288273EAFE SML CP ETF12,074$936.1K0.2%−914−7.0%Reduced–
Schwab Fundamental Emerging Markets Equity ETF808524730ETF25,957$936.0K0.2%00.0%Unchanged–
Schwab Emerging Markets Equity ETF808524706ETF27,508$900.9K0.2%00.0%Unchanged–
KOCoca Cola CoStock12,486$872.9K0.2%+19+0.2%AddedHistory
SRESempraStock9,870$871.4K0.2%00.0%UnchangedHistory
SHOPShopify Inc.Stock5,377$865.5K0.2%+270+5.3%AddedHistory
Schwab U.S. Broad Market ETF808524102ETF32,834$861.2K0.2%+32+0.1%Added–
BXBlackstone Inc.COM5,440$838.4K0.2%−64−1.2%ReducedHistory
HONHoneywell International IncCOM4,147$809.1K0.2%−122−2.9%ReducedHistory
AXPAmerican Express CoStock2,185$808.4K0.2%+104+5.0%AddedHistory
MSBMesabi TrustCTF BEN INT20,856$803.2K0.2%00.0%UnchangedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF3,112$802.9K0.2%00.0%Unchanged–
iShares Core S&P Mid-Cap ETF464287507ETF12,163$802.7K0.2%+32+0.3%Added–
GEGeneral Electric CoStock2,592$798.5K0.2%+22+0.9%AddedHistory
MAMastercard IncStock1,363$778.4K0.2%−1−0.1%ReducedHistory
SLViShares Silver TrustETF11,764$757.8K0.2%−796−6.3%ReducedHistory
FICOFair Isaac CorpCOM446$754.0K0.2%−339−43.2%ReducedHistory
Vanguard World FD921910816MEGA GRWTH IND1,793$740.1K0.2%−4−0.2%Reduced–
CLSCelestica IncStock2,500$739.0K0.2%+300+13.6%AddedHistory

Sold out since Q3 2025 (6)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Westmount Partners, LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
MSTRStrategy IncStock1,470$497.5K0.1%History
iShares Select Dividend ETF464287168ETF1,941$276.3K0.1%–
MFCManulife Financial CorpCOM8,608$270.7K0.1%History
DHIHorton D R IncCOM1,194$206.0K0.1%History
KMPRKEMPER CorpCOM4,035$204.8K0.1%History
RBLXRoblox CorpStock1,498$200.8K0.1%History