WP
Westmount Partners, LLC 13F Portfolio Snapshot & Holdings (Q2 2026)
Westmount Partners, LLCCIK: 0002051491
Diversified strategyMomentum followerSector-focused
Total reported value
$457.1M
Reporting period: 2026-06-30 · Number of holdings: 275
Westmount Partners, LLC disclosed 275 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $457.1M and a quarterly turnover rate of 24.6%.
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Personality snowflake
- Concentration
- 10.4
- Portfolio Stability
- 24.64
- Momentum
- 100
- Sector conviction
- 95.13
- Diversification
- 100
- Sizing Uniformity
- 75.96
Westmount Partners, LLC's disclosed holdings carry a Herfindahl concentration index of 0.026 — mathematically equivalent to about 38 equally-sized positions, well below its 275 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.40), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 60% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govSold out MASI*
Add AAPL
+7.1% $9.7M
Trim CACI
-8.7% -$2.6M
Add MRVL
+3.4% $2.8M
Sold out XSHQ
New buy IDMO
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 275 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 11.71% | +0.92% | +7.11% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.14% | +0.30% | +5.51% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 4.01% | +0.34% | +0.73% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.00% | +0.46% | +10.36% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.16% | -0.30% | +1.96% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.58% | +0.12% | +2.92% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.41% | +0.27% | +10.36% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.40% | +0.08% | -6.31% | |
| 9 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.03% | +0.13% | +5.82% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.98% | +0.10% | +3.83% | |
| 11 | CACI | Caci International Inc -cl A | Stock-Tech | 1.97% | -0.88% | -8.66% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.88% | -0.28% | -6.40% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.69% | +0.08% | +2.54% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 1.42% | -0.33% | +0.36% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.31% | -0.03% | -13.63% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.27% | +0.14% | +2.60% | |
| 17 | IBM | Intl Business Machines CORP | Stock-Tech | 1.21% | +0.06% | +1.47% | |
| 18 | MRVL | Marvell Technology Inc | Stock-Tech | 0.90% | +0.57% | +3.39% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.88% | +0.08% | +3.21% | |
| 20 | ILMN | Illumina Inc | Stock-Healthcare | 0.87% | -0.20% | -35.29% | |
| 21 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.81% | — | +2.46% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 0.81% | -0.09% | +416.39% | |
| 23 | ASTH | Astrana Health Inc | Stock-Other | 0.79% | +0.32% | — | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.75% | -0.14% | +0.69% | |
| 25 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.72% | — | -1.09% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | -0.05% | +7.68% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.71% | +0.06% | +8.73% | |
| 28 | BMRC | Bank Of Marin Bancorp/ca | Stock-Other | 0.70% | -0.03% | — | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.68% | +0.02% | — | |
| 30 | INTC | Intel CORP | Stock-Tech | 0.67% | +0.36% | -24.44% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | — | +1.24% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.63% | -0.07% | +1.67% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.63% | +0.11% | +3.55% | |
| 34 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.61% | +0.13% | -0.18% | |
| 35 | KFY | Korn Ferry | Stock-Industrials | 0.60% | -0.04% | — | |
| 36 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.58% | -0.03% | +0.13% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.57% | -0.03% | +0.14% | |
| 38 | WFC | Wells Fargo & Co | Stock-Financials | 0.56% | -0.04% | +1.71% | |
| 39 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.54% | -0.01% | — | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.54% | -0.01% | -91.28% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.54% | -0.14% | -13.97% | |
| 42 | IDMO | Invesco S&p International De | ETF-Other | 0.53% | +0.53% | NEW | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.50% | -0.03% | +0.54% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.50% | +0.04% | +0.02% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.50% | -0.12% | -10.82% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | +0.01% | +1.73% | |
| 47 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.47% | — | -2.20% | |
| 48 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.46% | -0.06% | +0.19% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.31% | -15.90% | |
| 50 | NFLX | Netflix Inc | Stock-Comm Services | 0.46% | -0.26% | -3.23% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+1.8%
Performance Last 4 Quarters
+21%
- Stdev
- +12.8%
- Beta
- +0.96
- Alpha
- -0.3%
- Max Drawdown
- -8.2%
- Annualized Perf
- +19.6%
- Batting Avg vs S&P
- +50%
- Sortino
- +2.93
- Stutzer
- +0.43
- Treynor
- +0.2
- Sterling
- +1.22
- Calmar
- +2.4
- Information Ratio
- -0.36
- Tracking Error
- +3.2%
- Stdev Down
- +6.4%
- Winning Months %
- +69.4%
- Losing Months %
- +30.6%
- Best 12 Months
- +35%
- Worst 12 Months
- +7.4%
- Efficiency Ratio
- +0.59
- Sharpe
- +1.47
- Stdev Sectors
- +14.3%
- Skewness
- -0.14
- Kurtosis
- -0.42
- Upside Potential
- +4.59
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 275 | $457.1M | 25 | ||
| 2026 Q1 | 264 | $406.3M | 18 | ||
| 2025 Q4 | 246 | $401.1M | 12 | ||
| 2025 Q3 | 244 | $387.2M | 26 | ||
| 2025 Q2 | 246 | $364.1M | 0 | ||
| 2025 Q1 | 239 | $327.9M | 0 | ||
| 2024 Q4 | 218 | $329.2M | 0 | ||
| 2024 Q3 | 230 | $332.5M | 0 | ||
| 2024 Q2 | 219 | $303.0M | 0 | ||
| 2024 Q1 | 213 | $278.0M | 0 | ||
| 2023 Q4 | 202 | $244.9M | 0 | ||
| 2023 Q3 | 195 | $227.0M | 0 | ||
| 2023 Q2 | 188 | $229.7M | — | ||
| 2023 Q1 | 184 | $216.3M | — | ||
| 2022 Q4 | 172 | $192.5M | — |
Holding changes this quarter
Westmount Partners, LLC's most significant position changes for 2026-06-30: Sold out: Masimo CORP (MASI*); New buy: Invesco S&p International De (IDMO); Sold out: Invesco S&p Smallcap Quality (XSHQ); New buy: Airbnb Inc-class A (ABNB); Sold out: Honeywell International Inc (HON).
Showing top 200 changes by size (of 287 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.9% | +7.11% | Add |
| 2 | MRVL | Marvell Technology Inc | +0.6% | +3.39% | Add |
| 3 | IDMO | Invesco S&p International De | +0.5% | NEW | New buy |
| 4 | VOO | Vanguard S&p 500 ETF | +0.5% | +10.36% | Add |
| 5 | INTC | Intel CORP | +0.4% | -24.44% | Trim |
| 6 | AVGO | Broadcom Inc | +0.3% | +0.73% | Add |
| 7 | ASTH | Astrana Health Inc | +0.3% | — | Unchanged |
| 8 | NVDA | Nvidia CORP | +0.3% | +5.51% | Add |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +10.36% | Add |
| 10 | ABNB | Airbnb Inc-class A | +0.2% | NEW | New buy |
| 11 | AMD | Advanced Micro Devices | +0.2% | +36.03% | Add |
| 12 | PANW | Palo Alto Networks Inc | +0.2% | +10.87% | Add |
| 13 | LRCX | Lam Research CORP | +0.2% | +20.22% | Add |
| 14 | VO | Vanguard Mid-cap ETF | +0.2% | +850.58% | Add |
| 15 | MU | Micron Technology Inc | +0.2% | NEW | New buy |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | +2.60% | Add |
| 17 | VEA | Vanguard Ftse Developed ETF | +0.1% | +47.92% | Add |
| 18 | VT | Vanguard Tot World Stk ETF | +0.1% | +5.82% | Add |
| 19 | HOOD | Robinhood Markets Inc - A | +0.1% | -0.18% | Trim |
| 20 | IDEV | Ishares Core Msci Dev Mkts | +0.1% | NEW | New buy |
| 21 | NTHI | Neonc Technologies Holdings | +0.1% | +355.17% | Add |
| 22 | AMZN | Amazon.com Inc | +0.1% | +2.92% | Add |
| 23 | DGRO | Ishares Core Dividend Growth | +0.1% | NEW | New buy |
| 24 | LLY | Eli Lilly & Co | +0.1% | +3.55% | Add |
| 25 | CAT | Caterpillar Inc | +0.1% | +0.22% | Add |
| 26 | TECL | Dire Dai Tec Bull 3x Etf-usd | +0.1% | NEW | New buy |
| 27 | IVV | Ishares Core S&p 500 ETF | +0.1% | +3.83% | Add |
| 28 | AOR | Ishares Core 60/40 Balanced | +0.1% | +40.53% | Add |
| 29 | RSP | Invesco S&p 500 Equal Weight | +0.1% | NEW | New buy |
| 30 | SMH | Vaneck Semiconductor ETF | +0.1% | NEW | New buy |
| 31 | QCOM | Qualcomm Inc | +0.1% | +0.98% | Add |
| 32 | UPRO | Proshares Ultrapro S&p 500 | +0.1% | +10.42% | Add |
| 33 | SOXL | Direx Dail Semi Bu 3x Et-usd | +0.1% | NEW | New buy |
| 34 | GOOGL | Alphabet Inc-cl A | +0.1% | -6.31% | Trim |
| 35 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +2.54% | Add |
| 36 | IJR | Ishares Core S&p Small-cap E | +0.1% | +3.21% | Add |
| 37 | XLK | Ss Technology Select Sector | +0.1% | — | Unchanged |
| 38 | GEV | GE Vernova Inc | +0.1% | +26.80% | Add |
| 39 | SNDK | Sandisk CORP | +0.1% | -56.50% | Trim |
| 40 | ARTY | Ishares Future Ai & Tech ETF | +0.1% | NEW | New buy |
| 41 | FTNT | Fortinet Inc | +0.1% | NEW | New buy |
| 42 | STX | Seagate Technology Holdings plc | +0.1% | NEW | New buy |
| 43 | NBIS | Nebius Group N.V. | +0.1% | NEW | New buy |
| 44 | IEMG | Ishares Core Msci Emerging | +0.1% | +48.30% | Add |
| 45 | AMAT | Applied Materials Inc | +0.1% | +21.57% | Add |
| 46 | TQQQ | Proshares Ultrapro Qqq | +0.1% | +11.77% | Add |
| 47 | WDC | Western Digital CORP | +0.1% | NEW | New buy |
| 48 | UNH | Unitedhealth Group Inc | +0.1% | NEW | New buy |
| 49 | IBM | Intl Business Machines CORP | +0.1% | +1.47% | Add |
| 50 | TSLA | Tesla Inc | +0.1% | +8.73% | Add |
1–50 of 200
Filing History
FAQ
What is Westmount Partners, LLC and what type of investor is it?
Westmount Partners, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $457.1M, spread across 275 disclosed positions.
What are Westmount Partners, LLC's largest equity positions?
Based on the latest 13F filing, Westmount Partners, LLC's top holdings by market value are:
1. Apple Inc (AAPL) — $53.5M (11.7%)
2. Nvidia CORP (NVDA) — $18.9M (4.1%)
3. Broadcom Inc (AVGO) — $18.4M (4.0%)
4. Vanguard S&p 500 ETF (VOO) — $18.3M (4.0%)
5. Microsoft CORP (MSFT) — $14.4M (3.2%)
What changes did Westmount Partners, LLC make in its most recent portfolio filing?
In the latest reported quarter, Westmount Partners, LLC made 172 notable position adjustments: 24 new positions were initiated, 82 existing holdings were added to, 40 positions were partially reduced, and 26 were completely exited. The largest of these moves: Sold out: Masimo CORP (MASI*); New buy: Invesco S&p International De (IDMO); Sold out: Invesco S&p Smallcap Quality (XSHQ); New buy: Airbnb Inc-class A (ABNB); Sold out: Honeywell International Inc (HON)
What sectors does Westmount Partners, LLC focus on?
Westmount Partners, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 53.3%
• Communication Services: 9.3%
• Consumer Discretionary: 8.5%
• Health Care: 7.7%
• Financials: 7.1%
• Consumer Staples: 5.5%
Investment Profile
Westmount Partners, LLC returned an annualized 19.6% over the trailing 36 months — underperforming the S&P 500 by 0.3 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.96 (roughly in line with the market) and a 50% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 53.3% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 25 over the past 4 quarters — a shift toward more active trading.
It has added to its INTC position over the past two quarters (+$2.7M, now $3.1M), while trimming ILMN over the same stretch (-$1.3M, still holding $4.0M).
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