Westmount Partners, LLC 13F holdings
Westmount Partners, LLC reported 187 positions with a total reported value of $454.5M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-07. Top holdings by reported value: AAPL APPLE INC (11.7%), ISHARES TR (10.4%), VANGUARD INDEX FDS (7.4%), NVDA NVIDIA CORPORATION (4.1%), SCHWAB STRATEGIC TR (4.0%). Against 2026-03-31 it opened 16 new positions and exited 21. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 187 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| AAPL APPLE INC | 184,506 | $53.4M | 11.7% |
| ISHARES TR | 327,101 | $47.3M | 10.4% |
| VANGUARD INDEX FDS | 119,717 | $33.7M | 7.4% |
| NVDA NVIDIA CORPORATION | 94,179 | $18.8M | 4.1% |
| SCHWAB STRATEGIC TR | 542,790 | $18.3M | 4.0% |
| AVGO BROADCOM INC | 48,478 | $18.3M | 4.0% |
| GOOGL ALPHABET INC | 47,152 | $16.8M | 3.7% |
| MSFT MICROSOFT CORP | 38,728 | $14.4M | 3.2% |
| AMZN AMAZON COM INC | 49,396 | $11.8M | 2.6% |
| VANGUARD INTL EQUITY INDEX F | 86,598 | $11.3M | 2.5% |
| SPY STATE STR SPDR S&P 500 ETF T | 14,760 | $11.0M | 2.4% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 17,151 | $10.1M | 2.2% |
| CACI INTL INC | 19,469 | $9.0M | 2.0% |
| DIMENSIONAL ETF TRUST | 141,917 | $8.1M | 1.8% |
| WMT WALMART INC | 57,307 | $6.5M | 1.4% |
| QQQ INVESCO QQQ TR | 8,128 | $6.0M | 1.3% |
| IBM INTERNATIONAL BUSINESS MACHS | 19,639 | $5.5M | 1.2% |
| MRVL MARVELL TECHNOLOGY INC | 13,807 | $4.1M | 0.9% |
| ILMN ILLUMINA INC | 22,726 | $4.0M | 0.9% |
| ASTH ASTRANA HEALTH INC | 77,755 | $3.6M | 0.8% |
| COST COSTCO WHOLESALE CORPORATION | 3,672 | $3.4M | 0.8% |
| META META PLATFORMS INC | 5,794 | $3.3M | 0.7% |
| BMRC BANK OF MARIN BANCORP | 115,484 | $3.2M | 0.7% |
| TSLA TESLA INC | 7,531 | $3.2M | 0.7% |
| INTC INTEL CORP | 21,865 | $3.1M | 0.7% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 16 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ABNB AIRBNB INC | 7,661 | $1.1M | 0.2% |
| DIREXION SHARES ETF TRUST | 2,352 | $548.1K | 0.1% |
| VANECK ETF TRUST | 674 | $442.3K | <0.1% |
| FTNT FORTINET INC | 2,321 | $356.6K | <0.1% |
| NBIS NEBIUS GROUP N.V. | 1,249 | $344.9K | <0.1% |
| UNH UNITEDHEALTH GROUP INC | 718 | $298.5K | <0.1% |
| MU MICRON TECHNOLOGY INC | 247 | $285.2K | <0.1% |
| STX SEAGATE TECHNOLOGY HLDNGS PL | 269 | $259.9K | <0.1% |
| AMG AFFILIATED MANAGERS GROUP | 661 | $223.7K | <0.1% |
| MANULIFE FINL CORP | 5,393 | $218.5K | <0.1% |
| VANGUARD ADMIRAL FDS INC | 2,612 | $215.8K | <0.1% |
| ANET ARISTA NETWORKS INC | 1,182 | $200.8K | <0.1% |
| SNDK SANDISK CORP | 61 | $138.8K | <0.1% |
| WDC WESTERN DIGITAL CORP | 215 | $137.3K | <0.1% |
| BLND BLEND LABS INC | 45,000 | $77.0K | <0.1% |
| ALLO ALLOGENE THERAPEUTICS INC | 36,000 | $74.9K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 21 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| MASIMO CORP | 24,232 | $4.3M | 1.1% |
| J P MORGAN EXCHANGE TRADED F | 27,885 | $1.4M | 0.4% |
| HONEYWELL INTL INC | 4,150 | $938.1K | 0.2% |
| VANGUARD WELLINGTON FD | 6,797 | $687.4K | 0.2% |
| CRWD CROWDSTRIKE HLDGS INC | 1,665 | $650.0K | 0.2% |
| SPROTT ASSET MANAGEMENT LP | 22,866 | $557.7K | 0.1% |
| CAH CARDINAL HEALTH INC | 2,338 | $494.0K | 0.1% |
| MUELLER INDS INC | 3,490 | $386.7K | <0.1% |
| NOW SERVICENOW INC | 3,020 | $315.7K | <0.1% |
| IBIT ISHARES BITCOIN TRUST ETF | 8,135 | $312.5K | <0.1% |
| RCL ROYAL CARIBBEAN GROUP | 1,040 | $286.1K | <0.1% |
| ADBE ADOBE INC | 1,137 | $276.4K | <0.1% |
| UBER UBER TECHNOLOGIES INC | 3,760 | $270.5K | <0.1% |
| NKE NIKE INC | 4,927 | $260.2K | <0.1% |
| CMI CUMMINS INC | 459 | $246.8K | <0.1% |
| SNOW SNOWFLAKE INC | 1,511 | $227.9K | <0.1% |
| ICE INTERCONTINENTAL EXCHANGE IN | 1,410 | $221.8K | <0.1% |
| CRM SALESFORCE INC | 1,134 | $211.7K | <0.1% |
| ACN ACCENTURE PLC IRELAND | 1,030 | $204.2K | <0.1% |
| EHI WESTERN ASSET GBL HIGH INC F | 10,000 | $59.0K | <0.1% |
| CRBU CARIBOU BIOSCIENCES INC | 19,609 | $37.3K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| VANGUARD INDEX FDS | 66,510 | 119,717 | +80.0% | $33.7M |
| ISHARES TR | 294,885 | 327,101 | +10.9% | $47.3M |
| AAPL APPLE INC | 172,733 | 184,506 | +6.8% | $53.4M |
| VANGUARD WORLD FD | 5,637 | 21,455 | +280.6% | $2.7M |
| SPY STATE STR SPDR S&P 500 ETF T | 13,375 | 14,760 | +10.4% | $11.0M |
| VANGUARD INTL EQUITY INDEX F | 78,857 | 86,598 | +9.8% | $11.3M |
| NVDA NVIDIA CORPORATION | 89,548 | 94,179 | +5.2% | $18.8M |
| NTHI NEONC TECHNOLOGIES HLDGS INC | 43,320 | 197,178 | +355.2% | $893.2K |
| VANGUARD TAX-MANAGED FDS | 18,478 | 27,333 | +47.9% | $1.9M |
| AMD ADVANCED MICRO DEVICES INC | 1,818 | 2,473 | +36.0% | $1.4M |
| AMZN AMAZON COM INC | 47,993 | 49,396 | +2.9% | $11.8M |
| SPDR SERIES TRUST | 12,628 | 14,822 | +17.4% | $2.2M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ILMN ILLUMINA INC | 35,119 | 22,726 | -35.3% | $4.0M |
| DIMENSIONAL ETF TRUST | 174,025 | 141,917 | -18.5% | $8.1M |
| ABBV ABBVIE INC | 12,184 | 5,727 | -53.0% | $1.4M |
| INTC INTEL CORP | 28,938 | 21,865 | -24.4% | $3.1M |
| QQQ INVESCO QQQ TR | 9,411 | 8,128 | -13.6% | $6.0M |
| CACI INTL INC | 21,316 | 19,469 | -8.7% | $9.0M |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 18,323 | 17,151 | -6.4% | $10.1M |
| VANGUARD SCOTTSDALE FDS | 21,928 | 13,485 | -38.5% | $1.1M |
| BA BOEING CO | 6,810 | 3,763 | -44.7% | $814.6K |
| GOOGL ALPHABET INC | 48,801 | 47,152 | -3.4% | $16.8M |
| AXP AMERICAN EXPRESS CO | 3,562 | 2,163 | -39.3% | $731.8K |
| JNJ JOHNSON & JOHNSON | 11,315 | 9,734 | -14.0% | $2.5M |
CIK 2051491 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
