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CIK: 0002051491
Total reported value
$457.1M
$457.1M
246 檔
24.5%
In Q4 2025, Westmount Partners, LLC's U.S. equity holdings reached a combined market value of $457.1M, distributed across 246 disclosed stock positions.
Westmount Partners, LLC executed strategic sector rebalancing during Q4 2025, establishing 6 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 | 11.53% | +0.92% | +6.51% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.31% | -0.30% | +1.23% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.17% | +0.30% | +31.71% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 4.16% | +0.34% | +0.29% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.70% | +0.46% | -1.31% | |
| 6 | CACI | Caci International Inc -cl A | Stock-Tech | 2.83% | -0.88% | — | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.41% | +0.12% | +11.48% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.34% | +0.27% | -0.07% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.24% | +0.08% | +15.39% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.14% | -0.28% | +0.85% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.98% | +0.10% | -0.47% | |
| 12 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.92% | +0.13% | +1.45% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.76% | +0.08% | +7.79% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 1.53% | -0.33% | -0.27% | |
| 15 | IBM | Intl Business Machines CORP | Stock-Tech | 1.42% | +0.06% | +0.17% | |
| 16 | ILMN | Illumina Inc | Stock-Healthcare | 1.31% | -0.20% | -15.77% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.21% | -0.03% | -1.07% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.04% | +0.14% | +0.78% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 0.92% | -0.07% | -0.71% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.91% | -0.05% | +12.47% | |
| 21 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.81% | — | -5.25% | |
| 22 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.81% | +0.13% | — | |
| 23 | MASI* | Masimo CORP | Stock-Other | 0.79% | -1.06% | EXIT | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.78% | +0.08% | +0.30% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.75% | -0.14% | — | |
| 26 | BMRC | Bank Of Marin Bancorp/ca | Stock-Other | 0.74% | -0.03% | — | |
| 27 | WFC | Wells Fargo & Co | Stock-Financials | 0.71% | -0.04% | -0.03% | |
| 28 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.71% | +0.02% | +0.00% | |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.71% | — | -46.77% | |
| 30 | NFLX | Netflix Inc | Stock-Comm Services | 0.70% | -0.26% | +914.65% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.70% | — | -2.49% | |
| 32 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.70% | — | — | |
| 33 | KFY | Korn Ferry | Stock-Industrials | 0.68% | -0.04% | — | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.60% | -0.03% | -1.71% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | +0.01% | -2.02% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.56% | -0.03% | -0.17% | |
| 37 | GOVI | Invesco Equal Weight 0-30 Yr | ETF-Other | 0.55% | — | — | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.55% | +0.11% | +0.39% | |
| 39 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.54% | -0.01% | -0.13% | |
| 40 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.54% | — | +2.75% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.53% | -0.12% | -0.09% | |
| 42 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.53% | -0.06% | -1.79% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.52% | -0.14% | +1.30% | |
| 44 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.51% | -0.07% | -6.84% | |
| 45 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.50% | — | -5.17% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | +0.06% | +7.31% | |
| 47 | ASTH | Astrana Health Inc | Stock-Other | 0.49% | +0.32% | -5.10% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.49% | -0.01% | -24.34% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.45% | +0.04% | +0.03% | |
| 50 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.45% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1% | +6.51% | Add |
| 2 | NVDA | Nvidia CORP | +0.9% | +31.71% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.7% | +15.39% | Add |
| 4 | AMZN | Amazon.com Inc | +0.3% | +11.48% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.2% | +0.78% | Add |
| 6 | LLY | Eli Lilly & Co | +0.1% | +0.39% | Add |
| 7 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +7.79% | Add |
| 8 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +38.58% | Add |
| 9 | WMT | Walmart Inc | +0.1% | -0.27% | Trim |
| 10 | VGT | Vanguard Info Tech ETF | +0.1% | +58.82% | Add |
| 11 | ISRG | Intuitive Surgical Inc | +0.1% | -6.84% | Trim |
| 12 | TMO | Thermo Fisher Scientific Inc | +0.1% | +66.93% | Add |
| 13 | WFC | Wells Fargo & Co | +0.1% | -0.03% | Trim |
| 14 | ILMN | Illumina Inc | +0.1% | -15.77% | Trim |
| 15 | SLV | Ishares Silver Trust | +0.1% | -6.34% | Trim |
| 16 | MELI | Mercadolibre Inc | +0.1% | +105.77% | Add |
| 17 | GRAL | Grail Inc | +0.1% | +1.85% | Add |
| 18 | JNJ | Johnson & Johnson | 0% | +1.30% | Add |
| 19 | AVGO | Broadcom Inc | 0% | +0.29% | Add |
| 20 | VT | Vanguard Tot World Stk ETF | — | +1.45% | Add |
| 21 | IBM | Intl Business Machines CORP | — | +0.17% | Add |
| 22 | CACI | Caci International Inc -cl A | 0% | — | Unchanged |
| 23 | COIN | Coinbase Global Inc -class A | -0.1% | -15.82% | Trim |
| 24 | IYR | Ishares US Real Estate ETF | -0.1% | -35.48% | Trim |
| 25 | VEA | Vanguard Ftse Developed ETF | -0.1% | -20.24% | Trim |
| 26 | MO | Altria Group Inc | -0.1% | -34.40% | Trim |
| 27 | IEO | Ishares U.s. Oil & Gas Explo | -0.1% | -49.38% | Trim |
| 28 | HD | Home Depot Inc | -0.1% | -0.17% | Trim |
| 29 | FICO | Fair Isaac CORP | -0.1% | -43.18% | Trim |
| 30 | ASTH | Astrana Health Inc | -0.1% | -5.10% | Trim |
| 31 | MASI* | Masimo CORP | -0.2% | -6.32% | Trim |
| 32 | IWM | Ishares Russell 2000 ETF | -0.2% | -24.34% | Trim |
| 33 | NFLX | Netflix Inc | -0.2% | +914.65% | Add |
| 34 | HOOD | Robinhood Markets Inc - A | -0.2% | — | Unchanged |
| 35 | CUSD | Crossingbridge Ultra-short D | -0.3% | -67.53% | Trim |
| 36 | MSFT | Microsoft CORP | -0.4% | +1.23% | Add |
| 37 | ORCL | Oracle CORP | -0.5% | -0.71% | Trim |
| 38 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.7% | -46.77% | Trim |
| 39 | BMRC | Bank Of Marin Bancorp/ca | — | NEW | New buy |
| 40 | MSTR | Strategy Inc | — | EXIT | Sold out |
| 41 | SHV | Ishares 0-1 Year Treasury Bo | — | NEW | New buy |
| 42 | DVY | Ishares Select Dividend ETF | — | EXIT | Sold out |
| 43 | MFC | Manulife Financial CORP | — | EXIT | Sold out |
| 44 | TECL | Dire Dai Tec Bull 3x Etf-usd | — | NEW | New buy |
| 45 | TRV | Travelers Cos Inc/the | — | NEW | New buy |
| 46 | BBIO | Bridgebio Pharma Inc | — | NEW | New buy |
| 47 | LIN | Linde plc | — | NEW | New buy |
| 48 | DHI | Dr Horton Inc | — | EXIT | Sold out |
| 49 | KMPR | Kemper CORP | — | EXIT | Sold out |
| 50 | RBLX | Roblox CORP -class A | — | EXIT | Sold out |
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 Q4 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, NVDA) accounted for 24.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
BMRC
市值: $3.0M
Top Position Liquidated / Trimmed
MSTR
前期市值: $497.5K
During Q4 2025, Westmount Partners, LLC's top holdings by market value included AAPL (11.5%)、MSFT (4.3%)、NVDA (4.2%). The largest single position, AAPL, represented 11.5% of total portfolio value.
In Q4 2025, Westmount Partners, LLC made 48 total portfolio adjustments, initiating 6 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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