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Westmount Partners, LLC

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%.

Personality snowflake

Concentration
10.4
Portfolio Stability
24.64
Momentum/Contrarian
100
Sector conviction
95.13
Diversification
100
Sizing Uniformity
75.96

Recent moves

  • Sold 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 260 holdings (of 275 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AAPLApple INCStock-Tech11.71%+0.92%+7.11%
2NVDANvidia CORPStock-Tech4.14%+0.30%+5.51%
3AVGOBroadcom INCStock-Tech4.01%+0.34%+0.73%
4VOOVanguard S&p 500 ETFETF-Large Cap & Growth4.00%+0.46%+10.36%
5MSFTMicrosoft CORPStock-Tech3.16%—+1.96%
6AMZNAmazon.com INCStock-Consumer Disc2.58%+0.12%+2.92%
7SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth2.41%+0.27%+10.36%
8GOOGLAlphabet Inc-cl AStock-Comm Services2.40%+0.08%-6.31%
9VTVanguard Tot World Stk ETFETF-Other2.03%+0.13%+5.82%
10IVVIshares Core S&p 500 ETFETF-Large Cap & Growth1.98%+0.10%+3.83%
11CACICaci International INC -cl AStock-Tech1.97%-0.88%-8.66%
12BRK-BBerkshire Hathaway Inc-cl BStock-Other1.88%—-6.40%
13VTIVanguard Total Stock Mkt ETFETF-Other1.69%+0.08%+2.54%
14WMTWalmart INCStock-Consumer Staples1.42%-0.33%+0.36%
15QQQInvesco Qqq Trust Series 1ETF-Tech1.31%-0.03%-13.63%
16GOOGAlphabet Inc-cl CStock-Comm Services1.27%+0.14%+2.60%
17IBMIntl Business Machines CORPStock-Tech1.21%+0.06%+1.47%
18MRVLMarvell Technology INCStock-Tech0.90%+0.57%+3.39%
19IJRIshares Core S&p Small-cap EETF-Small Cap0.88%+0.08%+3.21%
20ILMNIllumina INCStock-Healthcare0.87%—-35.29%
21AOAIshares Core 80/20 AggressivETF-Other0.81%—+2.46%
22VUGVanguard Growth ETFETF-Other0.81%—+416.39%
23ASTHAstrana Health INCStock-Other0.79%+0.32%—
24COSTCostco Wholesale CORPStock-Consumer Staples0.75%—+0.69%
25DFUVDimensional US Marketwide VaETF-Other0.72%—-1.09%
26METAMeta Platforms Inc-class AStock-Comm Services0.71%—+7.68%
27TSLATesla INCStock-Consumer Disc0.71%+0.06%+8.73%
28BMRCBank Of Marin Bancorp/caStock-Other0.70%——
29SCHXSchwab US Large-cap ETFETF-Other0.68%——
30INTCIntel CORPStock-Tech0.67%+0.36%-24.44%
31JPMJpmorgan Chase & CoStock-Financials0.66%—+1.24%
32ORCLOracle CORPStock-Tech0.63%—+1.67%
33LLYEli Lilly & CoStock-Healthcare0.63%+0.11%+3.55%
34HOODRobinhood Markets INC - AStock-Financials0.61%+0.13%-0.18%
35KFYKorn FerryStock-Industrials0.60%——
36IVEIshares S&p 500 Value ETFETF-Large Cap & Growth0.58%—+0.13%
37EFAIshares Msci Eafe ETFETF-Other0.57%—+0.14%
38WFCWells Fargo & CoStock-Financials0.56%—+1.71%
39FNDXSchwab Fndmntl US Lrg Co ETFETF-Other0.54%——
40IWMIshares Russell 2000 ETFETF-Small Cap0.54%—-91.28%
41JNJJohnson & JohnsonStock-Healthcare0.54%—-13.97%
42IDMOInvesco S&p International DeETF-Other0.53%+0.53%NEW
43HDHome Depot INCStock-Consumer Disc0.50%—+0.54%
44IVWIshares S&p 500 Growth ETFETF-Large Cap & Growth0.50%—+0.02%
45PGProcter & Gamble Co/theStock-Consumer Staples0.50%—-10.82%
46VVisa Inc-class A SharesStock-Financials0.49%—+1.73%
47SCHGSchwab US Large-cap GrowthETF-Other0.47%—-2.20%
48USFRWisdomtree Floating Rate TreETF-Other0.46%—+0.19%
49XOMExxon Mobil CORPStock-Energy0.46%-0.31%-15.90%
50NFLXNetflix INCStock-Comm Services0.46%-0.26%-3.23%
1–50 of 260

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).

Position changes disclosed by Westmount Partners, LLC for the quarter ending 2026-06-30, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1AAPLApple INC+0.9%+7.11%Add
2MRVLMarvell Technology INC+0.6%+3.39%Add
3IDMOInvesco S&p International De+0.5%NEWNew buy
4VOOVanguard S&p 500 ETF+0.5%+10.36%Add
5INTCIntel CORP+0.4%-24.44%Trim
6AVGOBroadcom INC+0.3%+0.73%Add
7ASTHAstrana Health INC+0.3%—Unchanged
8NVDANvidia CORP+0.3%+5.51%Add
9SPYSs Spdr S&p 500 ETF Trust-us+0.3%+10.36%Add
10ABNBAirbnb Inc-class A+0.2%NEWNew buy
11AMDAdvanced Micro Devices+0.2%+36.03%Add
12PANWPalo Alto Networks INC+0.2%+10.87%Add
13LRCXLam Research CORP+0.2%+20.22%Add
14VOVanguard Mid-cap ETF+0.2%+850.58%Add
15MUMicron Technology INC+0.2%NEWNew buy
16GOOGAlphabet Inc-cl C+0.1%+2.60%Add
17VEAVanguard Ftse Developed ETF+0.1%+47.92%Add
18VTVanguard Tot World Stk ETF+0.1%+5.82%Add
19HOODRobinhood Markets INC - A+0.1%-0.18%Trim
20IDEVIshares Core Msci Dev Mkts+0.1%NEWNew buy
21NTHINeonc Technologies Holdings+0.1%+355.17%Add
22AMZNAmazon.com INC+0.1%+2.92%Add
23DGROIshares Core Dividend Growth+0.1%NEWNew buy
24LLYEli Lilly & Co+0.1%+3.55%Add
25CATCaterpillar INC+0.1%+0.22%Add
26IVVIshares Core S&p 500 ETF+0.1%+3.83%Add
27AORIshares Core 60/40 Balanced+0.1%+40.53%Add
28QCOMQualcomm INC+0.1%+0.98%Add
29GOOGLAlphabet Inc-cl A+0.1%-6.31%Trim
30VTIVanguard Total Stock Mkt ETF+0.1%+2.54%Add
31IJRIshares Core S&p Small-cap E+0.1%+3.21%Add
32XLKSs Technology Select Sector+0.1%—Unchanged
33IBMIntl Business Machines CORP+0.1%+1.47%Add
34TSLATesla INC+0.1%+8.73%Add
35QQQInvesco Qqq Trust Series 10%-13.63%Trim
36PSLVSprott Physical Silver Trust-0.1%EXITSold out
37DFICDimensional International Co-0.2%EXITSold out
38JBNDJpmorgan Active Bond ETF-0.2%EXITSold out
39BABoeing Co/the-0.2%-44.74%Trim
40CRWDCrowdstrike Holdings INC - A-0.2%EXITSold out
41VCITVanguard Int-term Corporate-0.2%EXITSold out
42VTESVanguard Sh Term Tax-ex Bond-0.2%EXITSold out
43HONHoneywell International INC-0.2%EXITSold out
44NFLXNetflix INC-0.3%-3.23%Trim
45XOMExxon Mobil CORP-0.3%-15.90%Trim
46ABBVAbbvie INC-0.3%-53.00%Trim
47WMTWalmart INC-0.3%+0.36%Add
48XSHQInvesco S&p Smallcap Quality-0.5%EXITSold out
49CACICaci International INC -cl A-0.9%-8.66%Trim
50MASI*Masimo CORP-1.1%EXITSold out

FAQ

What is Westmount Partners, LLC and what type of investor is it?
Westmount Partners, LLC is a 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 48 notable position adjustments: 5 new positions were initiated, 25 existing holdings were added to, 9 positions were partially reduced, and 9 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%