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Livermore
Livermore
ZHEN

Westmount Partners, LLC

SEC CIK
0002051491
Latest filing
Jul 7, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Jul 7, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
260
−2 vs. Q1 2026
Portfolio value
$454.5M
+$48.6M (+12.0%) vs. Q1 2026
Filed
Jul 7, 2026
SEC
Holdings of Westmount Partners, LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock184,506$53.4M11.7%+11,773+6.8%AddedHistory
NVDANVIDIA CorpStock94,179$18.8M4.1%+4,631+5.2%AddedHistory
AVGOBroadcom Inc.Stock48,478$18.3M4.0%+250+0.5%AddedHistory
Vanguard S&P 500 ETF922908363ETF26,595$18.3M4.0%+2,497+10.4%Added–
MSFTMicrosoft CorpStock38,728$14.4M3.2%+744+2.0%AddedHistory
AMZNAmazon Com IncStock49,396$11.8M2.6%+1,403+2.9%AddedHistory
SPYSPDR S&P 500 ETF TrustETF14,760$11.0M2.4%+1,385+10.4%AddedHistory
GOOGLAlphabet Inc.Stock30,699$11.0M2.4%−2,066−6.3%ReducedHistory
Vanguard Total World Stock ETF922042742ETF59,056$9.27M2.0%+3,246+5.8%Added–
iShares Core S&P 500 ETF464287200ETF12,109$9.07M2.0%+447+3.8%Added–
CACICACI International IncCL A19,469$9.02M2.0%−1,847−8.7%ReducedHistory
BRK.BBerkshire Hathaway IncStock17,149$8.58M1.9%−1,172−6.4%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF20,921$7.74M1.7%+519+2.5%Added–
WMTWalmart Inc.Stock57,307$6.49M1.4%+206+0.4%AddedHistory
Invesco QQQ Trust Series I46090E103ETF8,128$5.99M1.3%−1,283−13.6%Reduced–
GOOGAlphabet Inc.Stock16,453$5.81M1.3%+417+2.6%AddedHistory
IBMInternational Business Machines CorpStock19,639$5.52M1.2%+284+1.5%AddedHistory
MRVLMarvell Technology, Inc.COM13,807$4.11M0.9%+453+3.4%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF27,146$4.03M0.9%+844+3.2%Added–
ILMNIllumina, Inc.COM22,726$4.00M0.9%−12,393−35.3%ReducedHistory
iShares Tr464289859CORE 80 20 ETF38,147$3.72M0.8%+915+2.5%Added–
Vanguard Morningstar Growth ETF922908736ETF43,134$3.72M0.8%−6,984−13.9%ReducedConverted for a 6-for-1 split–
ASTHAstrana Health, Inc.COM NEW77,755$3.61M0.8%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock3,672$3.44M0.8%+25+0.7%AddedHistory
Dimensional ETF Trust25434V724US MKTWIDE VALUE59,582$3.28M0.7%−658−1.1%Reduced–
METAMeta Platforms, Inc.Stock5,794$3.26M0.7%+413+7.7%AddedHistory
BMRCBank of Marin BancorpCOM115,484$3.20M0.7%00.0%UnchangedHistory
TSLATesla, Inc.Stock7,531$3.17M0.7%+421+5.9%AddedHistory
Schwab U.S. Large-Cap ETF808524201ETF105,342$3.10M0.7%00.0%Unchanged–
INTCIntel CorpStock21,865$3.05M0.7%−7,073−24.4%ReducedHistory
JPMJPMorgan Chase & CoStock9,237$3.02M0.7%+113+1.2%AddedHistory
ORCLOracle CorpStock19,689$2.89M0.6%+324+1.7%AddedHistory
HOODRobinhood Markets, Inc.Stock27,945$2.80M0.6%−50−0.2%ReducedHistory
KFYKorn FerryCOM NEW41,518$2.76M0.6%00.0%UnchangedHistory
LLYEli Lilly & CoStock2,289$2.75M0.6%−18−0.8%ReducedHistory
iShares S&P 500 Value ETF464287408ETF11,704$2.66M0.6%+15+0.1%Added–
iShares MSCI Eafe ETF464287465ETF25,091$2.61M0.6%+34+0.1%Added–
WFCWells Fargo & CompanyStock31,225$2.58M0.6%+526+1.7%AddedHistory
Schwab Fundamental U.S. Large Company ETF808524771ETF79,721$2.48M0.5%00.0%Unchanged–
iShares Russell 2000 ETF464287655ETF8,232$2.47M0.5%+50+0.6%Added–
JNJJohnson & JohnsonStock9,734$2.47M0.5%−1,581−14.0%ReducedHistory
Invesco Exch Traded FD Tr II46138E222S&P INTL MOMNT40,000$2.41M0.5%+40,000New–
HDHome Depot, Inc.Stock6,536$2.31M0.5%+35+0.5%AddedHistory
iShares S&P 500 Growth ETF464287309ETF16,637$2.29M0.5%+30.0%Added–
PGProcter & Gamble CoStock15,517$2.28M0.5%−1,882−10.8%ReducedHistory
VVisa Inc.Stock6,515$2.24M0.5%+111+1.7%AddedHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF64,114$2.17M0.5%−1,441−2.2%Reduced–
WisdomTree Tr97717Y527FLOATNG RAT TREA42,208$2.13M0.5%+82+0.2%Added–
XOMExxonMobil Holdings CorpCOM15,474$2.12M0.5%−2,925−15.9%ReducedHistory
NFLXNetflix IncStock29,412$2.10M0.5%−982−3.2%ReducedHistory
Schwab Fundamental International Equity ETF808524755ETF37,598$1.98M0.4%+21+0.1%Added–
CATCaterpillar IncStock1,859$1.98M0.4%+4+0.2%AddedHistory
iShares Tr464287622RUS 1000 ETF4,776$1.96M0.4%−43−0.9%Reduced–
Vanguard Ftse Developed Markets ETF921943858ETF27,333$1.95M0.4%+8,855+47.9%Added–
QCOMQualcomm IncStock10,465$1.93M0.4%+102+1.0%AddedHistory
DISWalt Disney CoStock20,032$1.93M0.4%+2,401+13.6%AddedHistory
iShares Tr464287150CORE S&P TTL STK11,350$1.86M0.4%+415+3.8%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF9,200$1.75M0.4%00.0%Unchanged–
PANWPalo Alto Networks IncStock5,100$1.74M0.4%+500+10.9%AddedHistory
Schwab International Equity ETF808524805ETF61,034$1.69M0.4%+237+0.4%Added–
Dimensional U.S. Small Cap ETF25434V500ETF20,516$1.69M0.4%−3,100−13.1%Reduced–
iShares Tr464289867CORE 60 BALA ETF24,291$1.69M0.4%+7,006+40.5%Added–
Schwab U.S. Small-Cap ETF808524607ETF44,124$1.59M0.4%−592−1.3%Reduced–
iShares Russell 1000 Growth ETF464287614ETF12,819$1.59M0.4%+99+0.8%AddedConverted for a 4-for-1 split–
WSMWilliams Sonoma IncCOM6,623$1.54M0.3%+25+0.4%AddedHistory
Schwab Fundamental U.S. Small Company ETF808524763ETF40,438$1.54M0.3%00.0%Unchanged–
BRK.ABerkshire Hathaway IncCL A2$1.50M0.3%00.0%UnchangedHistory
ISRGIntuitive Surgical IncCOM NEW3,764$1.50M0.3%+221+6.2%AddedHistory
iShares Core MSCI Eafe ETF46432F842ETF15,063$1.45M0.3%+26+0.2%Added–
ABBVAbbVie Inc.Stock5,727$1.44M0.3%−6,457−53.0%ReducedHistory
AMDAdvanced Micro Devices IncStock2,473$1.44M0.3%+655+36.0%AddedHistory
LRCXLam Research CorpStock3,263$1.41M0.3%+133+4.2%AddedHistory
GEGeneral Electric CoStock3,778$1.41M0.3%−880−18.9%ReducedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF17,215$1.39M0.3%+9,971+137.6%AddedConverted for a 4-for-1 split–
AMGNAmgen IncStock3,735$1.35M0.3%−61−1.6%ReducedHistory
PSXPhillips 66Stock7,987$1.35M0.3%+51+0.6%AddedHistory
ProShares Tr74347X864ULTRPRO S&P5009,370$1.33M0.3%+884+10.4%Added–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF35,355$1.30M0.3%−750−2.1%Reduced–
SPDR Series Trust78464A763ST STR SP DIV8,526$1.30M0.3%−114−1.3%Reduced–
RDNTRadNet, Inc.COM20,000$1.23M0.3%00.0%UnchangedHistory
Vanguard Information Technology ETF92204A702ETF10,197$1.22M0.3%−1,803−15.0%ReducedConverted for a 8-for-1 split–
BACBank of America CorpStock20,783$1.18M0.3%+1,001+5.1%AddedHistory
iShares Tr464287721U.S. TECH ETF4,530$1.14M0.3%00.0%Unchanged–
ABNBAirbnb, Inc.Stock7,661$1.10M0.2%+7,661NewHistory
KOCoca Cola CoStock13,166$1.07M0.2%+883+7.2%AddedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD13,485$1.07M0.2%−23−0.2%Reduced–
iShares Tr464288273EAFE SML CP ETF12,829$1.06M0.2%+263+2.1%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF17,655$1.05M0.2%+4,495+34.2%Added–
RSIRush Street Interactive, Inc.COM35,100$1.04M0.2%00.0%UnchangedHistory
Schwab U.S. Broad Market ETF808524102ETF35,593$1.03M0.2%−933−2.6%Reduced–
Schwab Fundamental Emerging Markets Equity ETF808524730ETF25,957$1.03M0.2%00.0%Unchanged–
iShares Tr46434V464LOW CA OP MS ETF4,067$1.03M0.2%−60−1.5%Reduced–
IONSIonis Pharmaceuticals IncCOM12,961$1.03M0.2%00.0%UnchangedHistory
Vanguard Dividend Appreciation ETF921908844ETF4,314$1.02M0.2%+10.0%Added–
TSMTaiwan Semiconductor Manufacturing Co LtdADR2,104$1.00M0.2%−377−15.2%ReducedHistory
GSGoldman Sachs Group IncStock992$1.00M0.2%+70+7.6%AddedHistory
GEVGE Vernova Inc.Stock851$1.00M0.2%+101+13.5%AddedHistory
Schwab Emerging Markets Equity ETF808524706ETF27,508$997.4K0.2%00.0%Unchanged–
iShares Core MSCI Emerging Markets ETF46434G103ETF11,308$936.8K0.2%+3,683+48.3%Added–
iShares Core S&P Mid-Cap ETF464287507ETF11,964$922.6K0.2%+459+4.0%Added–

Options (15)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Westmount Partners, LLC in Q2 2026
SecurityClassPutsCalls
MUMicron Technology IncStock–$461.7K
SNDKSandisk CorpCOM–$454.7K
Direxion Shs ETF Tr25459W458DLY SCOND 3XBU–$373.4K
LRCXLam Research CorpStock–$216.7K
WDCWestern Digital CorpCOM–$191.6K
CLSCelestica IncStock–$145.9K
AAPLApple Inc.Stock–$144.7K
LLYEli Lilly & CoStock–$119.9K
GEVGE Vernova Inc.Stock–$117.5K
STXSeagate Technology Holdings plcORD SHS–$96.5K
TSLATesla, Inc.Stock–$84.1K
AMATApplied Materials IncStock–$72.3K
NVDANVIDIA CorpStock–$60.0K
TSMTaiwan Semiconductor Manufacturing Co LtdADR–$47.8K
AVGOBroadcom Inc.Stock–$37.8K

Sold out since Q1 2026 (27)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Westmount Partners, LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
MASIMasimo CorpCOM24,232$4.31M1.1%History
Invesco Exch Traded FD Tr II46138G300S&P SMLCAP QTY40,000$2.19M0.5%–
HONHoneywell International IncCOM4,150$938.1K0.2%History
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF8,420$696.8K0.2%–
Vanguard Wellington FD921935870SHORT TRM TAX EX6,797$687.4K0.2%–
CRWDCrowdStrike Holdings, Inc.Stock1,665$650.0K0.2%History
Dimensional ETF Trust25434V799INTL CORE EQUITY16,750$595.1K0.1%–
J P Morgan Exchange Traded F46654Q716ACTIVE BOND ETF11,000$591.5K0.1%–
PSLVSprott Physical Silver TrustPHYSICAL SILVER22,866$557.7K0.1%History
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL9,900$504.7K0.1%–
CAHCardinal Health IncStock2,338$494.0K0.1%History
MLIMueller Industries IncCOM3,490$386.7K0.1%History
Dimensional ETF Trust25434V765INTL HIGH PROFIT10,850$349.6K0.1%–
J P Morgan Exchange Traded F46641Q647MUNICIPAL ETF6,985$349.2K0.1%–
NOWServiceNow, Inc.Stock3,020$315.7K0.1%History
IBITiShares Bitcoin Trust ETFETF8,135$312.5K0.1%History
RCLRoyal Caribbean Cruises LtdCOM1,040$286.1K0.1%History
ADBEAdobe Inc.Stock1,137$276.4K0.1%History
UBERUber Technologies, IncStock3,760$270.5K0.1%History
NKENIKE, Inc.Stock4,927$260.2K0.1%History
CMICummins IncStock459$246.8K0.1%History
SNOWSnowflake Inc.Stock1,511$227.9K0.1%History
ICEIntercontinental Exchange, Inc.Stock1,410$221.8K0.1%History
CRMSalesforce, Inc.Stock1,134$211.7K0.1%History
ACNAccenture plcStock1,030$204.2K0.1%History
EHIWestern Asset Global High Income Fund Inc.COM10,000$59.0K<0.1%History
CRBUCaribou Biosciences, Inc.COM19,609$37.3K<0.1%History