Westmount Partners, LLC
- SEC CIK
- 0002051491
- Latest filing
- Jul 7, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 16, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 262
- +16 vs. Q4 2025
- Portfolio value
- $405.9M
- +$4.77M (+1.2%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 172,733 | $43.8M | 10.8% | +2,688+1.6% | Added | History |
| NVDANVIDIA Corp | Stock | 89,548 | $15.6M | 3.8% | −236−0.3% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 48,228 | $14.9M | 3.7% | +40.0% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 24,098 | $14.4M | 3.5% | +444+1.9% | Added | – |
| MSFTMicrosoft Corp | Stock | 37,984 | $14.1M | 3.5% | +2,211+6.2% | Added | History |
| CACICACI International Inc | CL A | 21,316 | $11.6M | 2.9% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 47,993 | $10.0M | 2.5% | +6,175+14.8% | Added | History |
| GOOGLAlphabet Inc. | Stock | 32,765 | $9.42M | 2.3% | +4,121+14.4% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 18,321 | $8.78M | 2.2% | +1,272+7.5% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 13,375 | $8.70M | 2.1% | −366−2.7% | Reduced | History |
| Vanguard Total World Stock ETF922042742 | ETF | 55,810 | $7.72M | 1.9% | +1,280+2.3% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 11,662 | $7.62M | 1.9% | +85+0.7% | Added | – |
| WMTWalmart Inc. | Stock | 57,101 | $7.10M | 1.7% | +2,133+3.9% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 20,402 | $6.55M | 1.6% | −703−3.3% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,411 | $5.43M | 1.3% | +1,492+18.8% | Added | – |
| IBMInternational Business Machines Corp | Stock | 19,355 | $4.69M | 1.2% | +67+0.3% | Added | History |
| GOOGAlphabet Inc. | Stock | 16,036 | $4.60M | 1.1% | +2,683+20.1% | Added | History |
| ILMNIllumina, Inc. | COM | 35,119 | $4.33M | 1.1% | −4,984−12.4% | Reduced | History |
| MASIMasimo Corp | COM | 24,232 | $4.31M | 1.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 8,353 | $3.65M | 0.9% | +4,764+132.7% | Added | – |
| COSTCostco Wholesale Corp | Stock | 3,647 | $3.63M | 0.9% | +180+5.2% | Added | History |
| iShares Tr464289859 | CORE 80 20 ETF | 37,232 | $3.29M | 0.8% | +872+2.4% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 26,302 | $3.27M | 0.8% | +250+1.0% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 18,399 | $3.12M | 0.8% | +4,516+32.5% | Added | History |
| METAMeta Platforms, Inc. | Stock | 5,381 | $3.08M | 0.8% | −128−2.3% | Reduced | History |
| BMRCBank of Marin Bancorp | COM | 115,484 | $2.96M | 0.7% | +925+0.8% | Added | History |
| NFLXNetflix Inc | Stock | 30,394 | $2.92M | 0.7% | +259+0.9% | Added | History |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 60,240 | $2.92M | 0.7% | 00.0% | Unchanged | – |
| ORCLOracle Corp | Stock | 19,365 | $2.85M | 0.7% | +456+2.4% | Added | History |
| JNJJohnson & Johnson | Stock | 11,315 | $2.77M | 0.7% | +1,272+12.7% | Added | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 105,342 | $2.70M | 0.7% | 00.0% | Unchanged | – |
| JPMJPMorgan Chase & Co | Stock | 9,124 | $2.68M | 0.7% | +399+4.6% | Added | History |
| ABBVAbbVie Inc. | Stock | 12,184 | $2.65M | 0.7% | +7,178+143.4% | Added | History |
| TSLATesla, Inc. | Stock | 7,110 | $2.64M | 0.7% | +2,719+61.9% | Added | History |
| KFYKorn Ferry | COM NEW | 41,518 | $2.61M | 0.6% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 17,399 | $2.51M | 0.6% | +2,497+16.8% | Added | History |
| iShares S&P 500 Value ETF464287408 | ETF | 11,689 | $2.47M | 0.6% | +5,207+80.3% | Added | – |
| WFCWells Fargo & Company | Stock | 30,699 | $2.44M | 0.6% | +104+0.3% | Added | History |
| iShares MSCI Eafe ETF464287465 | ETF | 25,057 | $2.43M | 0.6% | −60.0% | Reduced | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 79,721 | $2.22M | 0.5% | 00.0% | Unchanged | – |
| Invesco Exch Traded FD Tr II46138G300 | S&P SMLCAP QTY | 40,000 | $2.19M | 0.5% | +40,000 | New | – |
| HDHome Depot, Inc. | Stock | 6,501 | $2.14M | 0.5% | −34−0.5% | Reduced | History |
| LLYEli Lilly & Co | Stock | 2,307 | $2.12M | 0.5% | +249+12.1% | Added | History |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 42,126 | $2.12M | 0.5% | +50+0.1% | Added | – |
| iShares Russell 2000 ETF464287655 | ETF | 8,182 | $2.03M | 0.5% | +250+3.2% | Added | – |
| HOODRobinhood Markets, Inc. | Stock | 27,995 | $1.94M | 0.5% | −625−2.2% | Reduced | History |
| VVisa Inc. | Stock | 6,404 | $1.94M | 0.5% | −48−0.7% | Reduced | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 65,555 | $1.91M | 0.5% | −892−1.3% | Reduced | – |
| ASTHAstrana Health, Inc. | COM NEW | 77,755 | $1.91M | 0.5% | −1,668−2.1% | Reduced | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 16,634 | $1.88M | 0.5% | +1,914+13.0% | Added | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 37,577 | $1.84M | 0.5% | 00.0% | Unchanged | – |
| iShares Tr464287622 | RUS 1000 ETF | 4,819 | $1.72M | 0.4% | 00.0% | Unchanged | – |
| DISWalt Disney Co | Stock | 17,631 | $1.70M | 0.4% | +40.0% | Added | History |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 23,616 | $1.68M | 0.4% | −290−1.2% | Reduced | – |
| ISRGIntuitive Surgical Inc | COM NEW | 3,543 | $1.63M | 0.4% | −38−1.1% | Reduced | History |
| iShares Tr464287150 | CORE S&P TTL STK | 10,935 | $1.56M | 0.4% | +21+0.2% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 60,797 | $1.50M | 0.4% | +386+0.6% | Added | – |
| PSXPhillips 66 | Stock | 7,936 | $1.45M | 0.4% | +20.0% | Added | History |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $1.44M | 0.4% | 00.0% | Unchanged | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 15,037 | $1.36M | 0.3% | +392+2.7% | Added | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,180 | $1.36M | 0.3% | −21−0.7% | Reduced | – |
| BABoeing Co | Stock | 6,810 | $1.36M | 0.3% | +4,077+149.2% | Added | History |
| AMGNAmgen Inc | Stock | 3,796 | $1.34M | 0.3% | +112+3.0% | Added | History |
| QCOMQualcomm Inc | Stock | 10,363 | $1.33M | 0.3% | +195+1.9% | Added | History |
| MRVLMarvell Technology, Inc. | COM | 13,354 | $1.32M | 0.3% | +13,354 | New | History |
| GEGeneral Electric Co | Stock | 4,658 | $1.32M | 0.3% | +2,066+79.7% | Added | History |
| CATCaterpillar Inc | Stock | 1,855 | $1.31M | 0.3% | +15+0.8% | Added | History |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 40,438 | $1.31M | 0.3% | 00.0% | Unchanged | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 44,716 | $1.30M | 0.3% | 00.0% | Unchanged | – |
| INTCIntel Corp | Stock | 28,938 | $1.28M | 0.3% | +18,573+179.2% | Added | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 8,640 | $1.26M | 0.3% | +14+0.2% | Added | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 36,105 | $1.23M | 0.3% | 00.0% | Unchanged | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 9,200 | $1.22M | 0.3% | −38−0.4% | Reduced | – |
| WSMWilliams Sonoma Inc | COM | 6,598 | $1.20M | 0.3% | +269+4.3% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 18,478 | $1.18M | 0.3% | +310+1.7% | Added | – |
| RDNTRadNet, Inc. | COM | 20,000 | $1.12M | 0.3% | 00.0% | Unchanged | History |
| iShares Tr464289867 | CORE 60 BALA ETF | 17,285 | $1.11M | 0.3% | +1,466+9.3% | Added | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 19,505 | $1.11M | 0.3% | +8,866+83.3% | Added | – |
| AXPAmerican Express Co | Stock | 3,562 | $1.08M | 0.3% | +1,377+63.0% | Added | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 13,508 | $1.07M | 0.3% | +364+2.8% | Added | – |
| Vanguard Information Technology ETF92204A702 | ETF | 1,500 | $1.05M | 0.3% | +150+11.1% | Added | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 25,957 | $993.1K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464288273 | EAFE SML CP ETF | 12,566 | $985.3K | 0.2% | +492+4.1% | Added | – |
| IONSIonis Pharmaceuticals Inc | COM | 12,961 | $973.2K | 0.2% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 19,782 | $964.4K | 0.2% | −2,506−11.2% | Reduced | History |
| HONHoneywell International Inc | COM | 4,150 | $938.1K | 0.2% | +3+0.1% | Added | History |
| COPConocoPhillips | Stock | 7,078 | $934.3K | 0.2% | +10.0% | Added | History |
| KOCoca Cola Co | Stock | 12,283 | $934.1K | 0.2% | −203−1.6% | Reduced | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,313 | $927.6K | 0.2% | −113−2.6% | Reduced | – |
| iShares Tr46434V464 | LOW CA OP MS ETF | 4,127 | $919.5K | 0.2% | −81−1.9% | Reduced | – |
| SRESempra | Stock | 9,449 | $918.2K | 0.2% | −421−4.3% | Reduced | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 36,526 | $916.8K | 0.2% | +3,692+11.2% | Added | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 27,508 | $906.4K | 0.2% | 00.0% | Unchanged | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,481 | $838.4K | 0.2% | +305+14.0% | Added | History |
| ProShares Tr74347X864 | ULTRPRO S&P500 | 8,486 | $823.0K | 0.2% | +109+1.3% | Added | – |
| iShares Tr464287721 | U.S. TECH ETF | 4,530 | $821.8K | 0.2% | +4,530 | New | – |
| GSGoldman Sachs Group Inc | Stock | 922 | $779.9K | 0.2% | +460+99.6% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 11,505 | $777.0K | 0.2% | −658−5.4% | Reduced | – |
| LMTLockheed Martin Corp | Stock | 1,276 | $771.2K | 0.2% | +21+1.7% | Added | History |
| RSIRush Street Interactive, Inc. | COM | 35,100 | $763.4K | 0.2% | 00.0% | Unchanged | History |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| SNDKSandisk Corp | COM | – | $203.9K |
| iShares Russell 2000 ETF464287655 | ETF | $186.5K | – |
Sold out since Q4 2025 (18)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 30,984 | $2.83M | 0.7% | – |
| Invesco Exch Traded FD Tr II46138E107 | EQUAL WEGT 0-30 | 40,000 | $2.22M | 0.6% | – |
| SLViShares Silver Trust | ETF | 11,764 | $757.8K | 0.2% | History |
| Cyberark Software LtdM2682V108 | SHS | 1,500 | $669.1K | 0.2% | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 4,582 | $460.0K | 0.1% | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 24,562 | $434.0K | 0.1% | – |
| MELIMercadolibre Inc | COM | 214 | $431.1K | 0.1% | History |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 3,597 | $396.2K | 0.1% | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,440 | $343.6K | 0.1% | – |
| TMETencent Music Entertainment Group | SPON ADS | 15,000 | $262.9K | 0.1% | History |
| Direxion Shs ETF Tr25459W102 | DLY TECH BULL 3X | 2,199 | $258.4K | 0.1% | – |
| iShares Tr464288257 | MSCI ACWI ETF | 1,748 | $247.3K | 0.1% | – |
| DHRDanaher Corp | Stock | 1,076 | $246.3K | 0.1% | History |
| INTUIntuit Inc. | Stock | 343 | $227.2K | 0.1% | History |
| BSXBoston Scientific Corp | Stock | 2,223 | $212.0K | 0.1% | History |
| PSNParsons Corp | COM | 3,376 | $208.6K | 0.1% | History |
| UNHUnitedHealth Group Inc | Stock | 621 | $205.0K | 0.1% | History |
| iShares Global Clean Energy ETF464288224 | ETF | 11,827 | $194.3K | <0.1% | – |