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CIK: 0002051491
Total reported value
$457.1M
$457.1M
246 檔
19.7%
During the Q2 2025 filing period, Westmount Partners, LLC (CIK: 0002051491) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $457.1M across 246 reported positions.
Westmount Partners, LLC executed strategic sector rebalancing during Q2 2025, establishing 7 new positions while fully exiting 6 holdings and trimming 18 positions.
Showing top 200 holdings (of 246 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.23% | +0.92% | -0.09% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.85% | -0.30% | +0.96% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.82% | +0.46% | -21.09% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.64% | +0.34% | -0.22% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.23% | +0.30% | -10.72% | |
| 6 | CACI | Caci International Inc -cl A | Stock-Tech | 2.85% | -0.88% | -2.93% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.51% | +0.27% | +0.91% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.38% | +0.12% | +2.38% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.28% | -0.28% | +0.26% | |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.13% | — | +43.03% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.99% | +0.10% | -0.45% | |
| 12 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.84% | +0.13% | +6.46% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.65% | +0.08% | +81.64% | |
| 14 | IBM | Intl Business Machines CORP | Stock-Tech | 1.55% | +0.06% | +0.36% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.48% | -0.33% | +0.04% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.27% | -0.03% | +1.12% | |
| 17 | ILMN | Illumina Inc | Stock-Healthcare | 1.25% | -0.20% | — | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.24% | +0.08% | -0.58% | |
| 19 | MASI* | Masimo CORP | Stock-Other | 1.19% | -1.06% | EXIT | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 1.12% | -0.07% | -0.78% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.11% | -0.05% | +3.95% | |
| 22 | NFLX | Netflix Inc | Stock-Comm Services | 1.09% | -0.26% | -6.63% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.94% | -0.14% | +0.49% | |
| 24 | KFY | Korn Ferry | Stock-Industrials | 0.84% | -0.04% | — | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.78% | +0.08% | +188.10% | |
| 26 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.74% | +0.13% | -47.78% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.74% | -0.12% | +0.15% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | — | -0.09% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.71% | +0.02% | +0.05% | |
| 30 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.70% | — | — | |
| 31 | WFC | Wells Fargo & Co | Stock-Financials | 0.68% | -0.04% | -1.74% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.68% | -0.03% | -3.53% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.67% | +0.14% | +1.76% | |
| 34 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.65% | — | -7.80% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | +0.01% | +0.53% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.63% | -0.01% | -1.63% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.62% | -0.03% | -1.16% | |
| 38 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.59% | -0.06% | -0.64% | |
| 39 | ASTH | Astrana Health Inc | Stock-Other | 0.59% | +0.32% | -2.15% | |
| 40 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.57% | -0.07% | +0.08% | |
| 41 | GOVI | Invesco Equal Weight 0-30 Yr | ETF-Other | 0.56% | — | — | |
| 42 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.56% | — | +1.35% | |
| 43 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.54% | -0.01% | — | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.54% | -0.14% | -2.58% | |
| 45 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.52% | — | +220.94% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.50% | +0.11% | +9.84% | |
| 47 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.46% | -0.04% | -3.52% | |
| 48 | CUSD | Crossingbridge Ultra-short D | ETF-Other | 0.46% | -0.02% | -2.35% | |
| 49 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.45% | +0.01% | +31.16% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.44% | +0.04% | +0.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.2% | -0.22% | Trim |
| 2 | MSFT | Microsoft CORP | +0.8% | +0.96% | Add |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.7% | +81.64% | Add |
| 4 | GOVI | Invesco Equal Weight 0-30 Yr | +0.6% | NEW | New buy |
| 5 | IJR | Ishares Core S&p Small-cap E | +0.5% | +188.10% | Add |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.5% | +43.03% | Add |
| 7 | NVDA | Nvidia CORP | +0.5% | -10.72% | Trim |
| 8 | SCHG | Schwab US Large-cap Growth | +0.4% | +220.94% | Add |
| 9 | CACI | Caci International Inc -cl A | +0.3% | -2.93% | Trim |
| 10 | ORCL | Oracle CORP | +0.3% | -0.78% | Trim |
| 11 | NFLX | Netflix Inc | +0.2% | -6.63% | Trim |
| 12 | META | Meta Platforms Inc-class A | +0.2% | +3.95% | Add |
| 13 | AMZN | Amazon.com Inc | +0.1% | +2.38% | Add |
| 14 | VT | Vanguard Tot World Stk ETF | +0.1% | +6.46% | Add |
| 15 | IWB | Ishares Russell 1000 ETF | +0.1% | +31.16% | Add |
| 16 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | NEW | New buy |
| 17 | BKNG | Booking Holdings Inc | +0.1% | NEW | New buy |
| 18 | IBM | Intl Business Machines CORP | +0.1% | +0.36% | Add |
| 19 | ILMN | Illumina Inc | +0.1% | — | Unchanged |
| 20 | NUE | Nucor CORP | +0.1% | NEW | New buy |
| 21 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 22 | TQQQ | Proshares Ultrapro Qqq | +0.1% | NEW | New buy |
| 23 | CLS | Celestica Inc | +0.1% | NEW | New buy |
| 24 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +1.12% | Add |
| 25 | COIN | Coinbase Global Inc -class A | +0.1% | +12.99% | Add |
| 26 | ✓ | Cyberark Software LTD. Cmn | +0.1% | +50.00% | Add |
| 27 | FICO | Fair Isaac CORP | +0.1% | +34.86% | Add |
| 28 | HOOD | Robinhood Markets Inc - A | 0% | -47.78% | Trim |
| 29 | JPM | Jpmorgan Chase & Co | 0% | -0.09% | Trim |
| 30 | GOOGL | Alphabet Inc-cl A | 0% | -0.58% | Trim |
| 31 | DIS | Walt Disney Co/the | 0% | -7.80% | Trim |
| 32 | GOOG | Alphabet Inc-cl C | 0% | +1.76% | Add |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.91% | Add |
| 34 | WMT | Walmart Inc | 0% | +0.04% | Add |
| 35 | IVV | Ishares Core S&p 500 ETF | 0% | -0.45% | Trim |
| 36 | VBR | Vanguard Small-cap Value ETF | -0.1% | EXIT | Sold out |
| 37 | GIS | General Mills Inc | -0.1% | EXIT | Sold out |
| 38 | SCHD | Schwab US Dvd Equity ETF | -0.1% | EXIT | Sold out |
| 39 | VIGI | Vanguard Int Div App Indx Fd | -0.1% | EXIT | Sold out |
| 40 | VXF | Vanguard Extended Market ETF | -0.1% | -63.77% | Trim |
| 41 | MDLZ | Mondelez International Inc-a | -0.1% | EXIT | Sold out |
| 42 | MO | Altria Group Inc | -0.2% | -35.90% | Trim |
| 43 | MSTR | Strategy Inc | -0.2% | -77.93% | Trim |
| 44 | ASTH | Astrana Health Inc | -0.2% | -2.15% | Trim |
| 45 | IEMG | Ishares Core Msci Emerging | -0.3% | -72.62% | Trim |
| 46 | PM | Philip Morris International | -0.3% | -65.59% | Trim |
| 47 | IDEV | Ishares Core Msci Dev Mkts | -0.3% | EXIT | Sold out |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | +0.26% | Add |
| 49 | VOO | Vanguard S&p 500 ETF | -1% | -21.09% | Trim |
| 50 | AAPL | Apple Inc | -1.9% | -0.09% | Trim |
According to official SEC Form 13F filings, Westmount Partners, LLC reported a total U.S. public equity portfolio value of $457.1M across 246 disclosed positions in Q2 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, MSFT, VOO) accounted for 19.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
GOVI
市值: $2.0M
Top Position Liquidated / Trimmed
IDEV
前期市值: $1.1M
During Q2 2025, Westmount Partners, LLC's top holdings by market value included AAPL (9.2%)、MSFT (4.8%)、VOO (3.8%). The largest single position, AAPL, represented 9.2% of total portfolio value.
In Q2 2025, Westmount Partners, LLC made 49 total portfolio adjustments, initiating 7 new buys, adding to 18 positions, trimming 18 holdings, and fully liquidating 6 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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