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CIK: 0002051491
Total reported value
$457.1M
$457.1M
239 檔
18.3%
In Q1 2025, Westmount Partners, LLC's U.S. equity holdings reached a combined market value of $457.1M, distributed across 239 disclosed stock positions.
In Q1 2025, Westmount Partners, LLC displayed an active expansion posture, initiating 16 new positions and adding to 13 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 239 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 11.11% | +0.92% | -0.25% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.86% | +0.46% | +15.54% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.03% | -0.30% | -3.47% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.77% | -0.28% | -1.80% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.76% | +0.30% | +0.23% | |
| 6 | CACI | Caci International Inc -cl A | Stock-Tech | 2.51% | -0.88% | -23.57% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.50% | +0.27% | -0.95% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.46% | +0.34% | -0.48% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.24% | +0.12% | +1.01% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.01% | +0.10% | +1.99% | |
| 11 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.73% | +0.13% | +5.13% | |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.65% | — | — | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.47% | -0.33% | -1.35% | |
| 14 | IBM | Intl Business Machines CORP | Stock-Tech | 1.45% | +0.06% | -1.51% | |
| 15 | MASI* | Masimo CORP | Stock-Other | 1.32% | -1.06% | EXIT | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.21% | +0.08% | +4.73% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.19% | -0.03% | +0.78% | |
| 18 | ILMN | Illumina Inc | Stock-Healthcare | 1.15% | -0.20% | — | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.00% | -0.14% | -11.00% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.93% | -0.05% | -6.44% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.91% | +0.08% | -0.30% | |
| 22 | NFLX | Netflix Inc | Stock-Comm Services | 0.91% | -0.26% | -1.39% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.87% | -0.12% | -10.08% | |
| 24 | KFY | Korn Ferry | Stock-Industrials | 0.86% | -0.04% | — | |
| 25 | ASTH | Astrana Health Inc | Stock-Other | 0.83% | +0.32% | -2.71% | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 0.80% | -0.07% | -0.64% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.79% | -0.03% | -14.38% | |
| 28 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.76% | — | — | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.71% | +0.02% | +235.61% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | +0.01% | -0.42% | |
| 31 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.70% | +0.13% | +1.37% | |
| 32 | WFC | Wells Fargo & Co | Stock-Financials | 0.69% | -0.04% | +0.87% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.67% | — | -6.62% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.66% | -0.14% | -5.83% | |
| 35 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.66% | -0.06% | -2.10% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.65% | -0.01% | +3.74% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | +0.14% | +5.86% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.64% | -0.03% | +0.73% | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.62% | — | -0.56% | |
| 40 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.58% | -0.07% | +1.32% | |
| 41 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.57% | -0.01% | — | |
| 42 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.56% | — | +7.97% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.54% | +0.11% | +3.62% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.52% | -0.31% | -5.14% | |
| 45 | PM | Philip Morris International | Stock-Consumer Staples | 0.51% | — | -11.03% | |
| 46 | CUSD | Crossingbridge Ultra-short D | ETF-Other | 0.51% | -0.02% | -4.57% | |
| 47 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.49% | -0.04% | -4.86% | |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.49% | -0.02% | — | |
| 49 | QCOM | Qualcomm Inc | Stock-Tech | 0.47% | +0.09% | +0.42% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.42% | +0.04% | -0.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +1.7% | NEW | New buy |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.6% | NEW | New buy |
| 3 | SCHX | Schwab US Large-cap ETF | +0.5% | +235.61% | Add |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | +0.5% | NEW | New buy |
| 5 | VOO | Vanguard S&p 500 ETF | +0.5% | +15.54% | Add |
| 6 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.4% | NEW | New buy |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | -1.80% | Trim |
| 8 | IDEV | Ishares Core Msci Dev Mkts | +0.3% | NEW | New buy |
| 9 | FNDA | Schwab Fndmntl US Sm Co ETF | +0.3% | NEW | New buy |
| 10 | SCHF | Schwab Intl Equity ETF | +0.3% | +269.96% | Add |
| 11 | IEMG | Ishares Core Msci Emerging | +0.2% | +242.67% | Add |
| 12 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | +0.2% | NEW | New buy |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.2% | NEW | New buy |
| 14 | IBM | Intl Business Machines CORP | +0.2% | -1.51% | Trim |
| 15 | VOOG | Vanguard S&p 500 Growth ETF | +0.1% | NEW | New buy |
| 16 | PXH | Inves Rafi Emer Mrkt-usd Inc | +0.1% | NEW | New buy |
| 17 | VXF | Vanguard Extended Market ETF | +0.1% | +176.02% | Add |
| 18 | PDN | Inv Rafi Dev Mkt US Sm-usdin | +0.1% | NEW | New buy |
| 19 | QYLD | Global X Nasd 100 Cov Call | +0.1% | NEW | New buy |
| 20 | AGG | Ishares Core U.s. Aggregate | +0.1% | NEW | New buy |
| 21 | VIGI | Vanguard Int Div App Indx Fd | +0.1% | NEW | New buy |
| 22 | SCHA | Schwab US Small-cap ETF | +0.1% | +56.03% | Add |
| 23 | VSS | Vanguard Ftse All Wo X-us Sc | +0.1% | NEW | New buy |
| 24 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 25 | VB | Vanguard Small-cap ETF | +0.1% | +95.94% | Add |
| 26 | COST | Costco Wholesale CORP | -0.1% | -11.00% | Trim |
| 27 | AMD | Advanced Micro Devices | -0.1% | EXIT | Sold out |
| 28 | DIS | Walt Disney Co/the | -0.1% | -0.56% | Trim |
| 29 | PG | Procter & Gamble Co/the | -0.1% | -10.08% | Trim |
| 30 | GOOG | Alphabet Inc-cl C | -0.1% | +5.86% | Add |
| 31 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | +0.78% | Add |
| 32 | PSN | Parsons CORP | -0.1% | EXIT | Sold out |
| 33 | PEP | Pepsico Inc | -0.1% | -28.13% | Trim |
| 34 | CVX | Chevron CORP | -0.1% | -41.77% | Trim |
| 35 | CAT | Caterpillar Inc | -0.1% | -29.05% | Trim |
| 36 | TSLA | Tesla Inc | -0.1% | +25.98% | Add |
| 37 | SCHW | Schwab (charles) CORP | -0.1% | -51.99% | Trim |
| 38 | EIX | Edison International | -0.1% | -36.18% | Trim |
| 39 | RDNT | Radnet Inc | -0.1% | — | Unchanged |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -0.95% | Trim |
| 41 | ORCL | Oracle CORP | -0.2% | -0.64% | Trim |
| 42 | HD | Home Depot Inc | -0.2% | -14.38% | Trim |
| 43 | GOOGL | Alphabet Inc-cl A | -0.2% | +4.73% | Add |
| 44 | AMZN | Amazon.com Inc | -0.3% | +1.01% | Add |
| 45 | NVDA | Nvidia CORP | -0.6% | +0.23% | Add |
| 46 | MSFT | Microsoft CORP | -0.6% | -3.47% | Trim |
| 47 | ILMN | Illumina Inc | -0.8% | — | Unchanged |
| 48 | AVGO | Broadcom Inc | -1% | -0.48% | Trim |
| 49 | CACI | Caci International Inc -cl A | -1.1% | -23.57% | Trim |
| 50 | AAPL | Apple Inc | -1.4% | -0.25% | Trim |
According to official SEC Form 13F filings, Westmount Partners, LLC reported a total U.S. public equity portfolio value of $457.1M across 239 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, VOO, MSFT) accounted for 18.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
BIL
市值: $5.4M
Top Position Liquidated / Trimmed
PSN
前期市值: $311.4K
During Q1 2025, Westmount Partners, LLC's top holdings by market value included AAPL (11.1%)、VOO (4.9%)、MSFT (4.0%). The largest single position, AAPL, represented 11.1% of total portfolio value.
In Q1 2025, Westmount Partners, LLC made 48 total portfolio adjustments, initiating 16 new buys, adding to 13 positions, trimming 17 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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