Westmount Partners, LLC Top Holdings and 13F Report (2026) About Westmount Partners, LLCInvestment ActivityWestmount Partners, LLC has $406.26 million in total holdings as of March 31, 2026.Westmount Partners, LLC owns shares of 263 different stocks, but just 81 companies or ETFs make up 80% of its holdings.Approximately 9.74% of the portfolio was purchased this quarter.About 3.31% of the portfolio was sold this quarter.This quarter, Westmount Partners, LLC has purchased 246 new stocks and bought additional shares in 121 stocks.Westmount Partners, LLC sold shares of 51 stocks and completely divested from 18 stocks this quarter.Largest Holdings Apple $43,838,017NVIDIA $15,617,111Broadcom $14,927,090Vanguard S&P 500 ETF $14,399,924Microsoft $14,060,356 Largest New Holdings this Quarter 46138G300 - Invesco S&P SmallCap Quality ETF $2,193,600 Holding573874104 - Marvell Technology $1,322,680 Holding464287721 - iShares U.S. Technology ETF $821,833 Holding697435105 - Palo Alto Networks $737,472 Holding92206C870 - Vanguard Intermediate-Term Corporate Bond ETF $696,755 Holding Largest Purchases this Quarter Invesco S&P SmallCap Quality ETF 40,000 shares (about $2.19M)Vanguard Growth ETF 4,764 shares (about $2.08M)iShares Russell 2000 ETF 86,450 shares (about $2.03M)AbbVie 7,178 shares (about $1.56M)Marvell Technology 13,354 shares (about $1.32M) Largest Sales this Quarter Illumina 4,984 shares (about $614.33K)CELESTICA INC 998 shares (about $281.12K)SPDR S&P 500 ETF Trust 366 shares (about $238.03K)Vanguard Total Stock Market ETF 703 shares (about $225.53K)CrossingBridge Pre-Merger SPAC ETF 7,094 shares (about $138.76K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWestmount Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$43,838,017$682,189 ▲1.6%172,73310.8%Computer and TechnologyNVDANVIDIA$15,617,111$41,158 ▼-0.3%89,5483.8%Computer and TechnologyAVGOBroadcom$14,927,090$1,238 ▲0.0%48,2283.7%Computer and TechnologyVOOVanguard S&P 500 ETF$14,399,924$265,315 ▲1.9%24,0983.5%ETFMSFTMicrosoft$14,060,356$818,435 ▲6.2%37,9843.5%Computer and TechnologyCACICACI International$11,593,1330.0%21,3162.9%Computer and TechnologyAMZNAmazon.com$9,995,496$1,286,066 ▲14.8%47,9932.5%Retail/WholesaleGOOGLAlphabet$9,421,835$1,185,026 ▲14.4%32,7652.3%Computer and TechnologyBRK.BBerkshire Hathaway$8,779,423$609,542 ▲7.5%18,3212.2%FinanceSPYSPDR S&P 500 ETF Trust$8,698,589$238,032 ▼-2.7%13,3752.1%FinanceVTVanguard Total World Stock ETF$7,719,690$177,051 ▲2.3%55,8101.9%ETFIVViShares Core S&P 500 ETF$7,617,584$55,522 ▲0.7%11,6621.9%ETFWALMART INC$7,096,492$265,088 ▲3.9%57,1011.7%COMVTIVanguard Total Stock Market ETF$6,545,286$225,534 ▼-3.3%20,4021.6%ETFQQQInvesco QQQ$5,431,882$861,159 ▲18.8%9,4111.3%FinanceIBMInternational Business Machines$4,691,576$16,241 ▲0.3%19,3551.2%Computer and TechnologyGOOGAlphabet$4,599,994$769,630 ▲20.1%16,0361.1%Computer and TechnologyILMNIllumina$4,328,768$614,328 ▼-12.4%35,1191.1%MedicalMASIMasimo$4,310,1460.0%24,2321.1%MedicalVUGVanguard Growth ETF$3,648,504$2,080,866 ▲132.7%8,3530.9%ETFCOSTCostco Wholesale$3,633,513$179,334 ▲5.2%3,6470.9%Retail/WholesaleAOAiShares Core 80/20 Aggressive Allocation ETF$3,294,629$77,163 ▲2.4%37,2320.8%ETFIJRiShares Core S&P Small-Cap ETF$3,269,664$31,078 ▲1.0%26,3020.8%ETFXOMExxonMobil$3,121,589$766,188 ▲32.5%18,3990.8%EnergyMETAMeta Platforms$3,078,864$73,238 ▼-2.3%5,3810.8%Computer and TechnologyBMRCBank of Marin Bancorp$2,959,855$23,708 ▲0.8%115,4840.7%FinanceNFLXNetflix$2,922,391$24,903 ▲0.9%30,3940.7%Consumer DiscretionaryDFUVDimensional US Marketwide Value ETF$2,919,2300.0%60,2400.7%ETFORCLOracle$2,848,841$67,083 ▲2.4%19,3650.7%Computer and TechnologyJNJJohnson & Johnson$2,765,858$310,930 ▲12.7%11,3150.7%MedicalSCHXSchwab US Large-Cap ETF$2,700,9680.0%105,3420.7%ETFJPMJPMorgan Chase & Co.$2,683,978$117,373 ▲4.6%9,1240.7%FinanceABBVAbbVie$2,649,888$1,561,137 ▲143.4%12,1840.7%MedicalTSLATesla$2,643,090$1,010,768 ▲61.9%7,1100.7%Auto/Tires/TrucksKFYKorn/Ferry International$2,613,5580.0%41,5180.6%Business ServicesPGProcter & Gamble$2,513,158$360,673 ▲16.8%17,3990.6%Consumer StaplesIVEiShares S&P 500 Value ETF$2,468,231$1,099,502 ▲80.3%11,6890.6%ETFWFCWells Fargo & Company$2,443,930$8,279 ▲0.3%30,6990.6%FinanceEFAiShares MSCI EAFE ETF$2,433,798$583 ▼0.0%25,0570.6%FinanceFNDXSchwab Fundamental U.S. Large Company ETF$2,220,2300.0%79,7210.5%ETFIWMiShares Russell 2000 ETF$2,215,572$2,029,372 ▲1,089.9%94,3820.5%FinanceXSHQInvesco S&P SmallCap Quality ETF$2,193,600$2,193,600 ▲New Holding40,0000.5%ETFHDHome Depot$2,138,267$11,183 ▼-0.5%6,5010.5%Retail/WholesaleLLYEli Lilly and Company$2,122,267$229,061 ▲12.1%2,3070.5%MedicalUSFRWisdomTree Floating Rate Treasury Fund$2,120,610$2,517 ▲0.1%42,1260.5%FinanceHOODRobinhood Markets$1,940,054$43,313 ▼-2.2%27,9950.5%FinanceVVisa$1,935,677$14,509 ▼-0.7%6,4040.5%Business ServicesSCHGSchwab U.S. Large-Cap Growth ETF$1,909,621$25,984 ▼-1.3%65,5550.5%ETFASTRANA HEALTH INC$1,906,553$40,899 ▼-2.1%77,7550.5%COM NEWIVWiShares S&P 500 Growth ETF$1,881,431$216,488 ▲13.0%16,6340.5%ETFFNDFSchwab Fundamental International Equity ETF$1,838,6220.0%37,5770.5%ETFIWBiShares Russell 1000 ETF$1,718,1650.0%4,8190.4%ETFDISWalt Disney$1,699,254$386 ▲0.0%17,6310.4%Consumer DiscretionaryDFASDimensional U.S. Small Cap ETF$1,679,788$20,627 ▼-1.2%23,6160.4%ETFISRGIntuitive Surgical$1,633,288$17,518 ▼-1.1%3,5430.4%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$1,557,426$2,991 ▲0.2%10,9350.4%ETFSCHFSchwab International Equity ETF$1,504,726$9,554 ▲0.6%60,7970.4%ETFPSXPhillips 66$1,445,753$364 ▲0.0%7,9360.4%EnergyBRK.ABerkshire Hathaway$1,436,2800.0%20.4%FinanceIEFAiShares Core MSCI EAFE ETF$1,361,282$35,487 ▲2.7%15,0370.3%ETFIWFiShares Russell 1000 Growth ETF$1,355,869$8,954 ▼-0.7%3,1800.3%ETFBABoeing$1,355,377$811,435 ▲149.2%6,8100.3%AerospaceAMGNAmgen$1,335,516$39,404 ▲3.0%3,7960.3%MedicalQCOMQualcomm$1,334,560$25,112 ▲1.9%10,3630.3%Computer and TechnologyMRVLMarvell Technology$1,322,680$1,322,680 ▲New Holding13,3540.3%Computer and TechnologyGEGE Aerospace$1,321,772$586,256 ▲79.7%4,6580.3%AerospaceCATCaterpillar$1,314,523$10,630 ▲0.8%1,8550.3%IndustrialsFNDASchwab Fundamental U.S. Small Company ETF$1,311,4040.0%40,4380.3%ETFSCHASchwab US Small-Cap ETF$1,300,3430.0%44,7160.3%ETFINTCIntel$1,277,018$819,616 ▲179.2%28,9380.3%Computer and TechnologySDYSPDR S&P Dividend ETF$1,260,905$2,043 ▲0.2%8,6400.3%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,226,4870.0%36,1050.3%ETFXLKTechnology Select Sector SPDR Fund$1,222,680$5,050 ▼-0.4%9,2000.3%ETFWSMWilliams-Sonoma$1,202,996$49,046 ▲4.3%6,5980.3%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$1,184,046$19,864 ▲1.7%18,4780.3%ETFRDNTRadNet$1,117,8000.0%20,0000.3%MedicalAORiShares Core 60/40 Balanced Allocation ETF$1,112,270$94,335 ▲9.3%17,2850.3%ETFEEMiShares MSCI Emerging Markets ETF$1,107,674$503,493 ▲83.3%19,5050.3%FinanceAXPAmerican Express$1,077,455$416,523 ▲63.0%3,5620.3%FinanceVCSHVanguard Short-Term Corporate Bond ETF$1,070,797$28,855 ▲2.8%13,5080.3%ETFVGTVanguard Information Technology ETF$1,046,777$104,678 ▲11.1%1,5000.3%ETFFNDESchwab Fundamental Emerging Markets Equity ETF$993,1150.0%25,9570.2%ETFSCZiShares MSCI EAFE Small-Cap ETF$985,284$38,577 ▲4.1%12,5660.2%ETFIONSIonis Pharmaceuticals$973,2410.0%12,9610.2%MedicalBACBank of America$964,371$122,167 ▼-11.2%19,7820.2%FinanceHONHoneywell International$938,084$678 ▲0.1%4,1500.2%Multi-Sector ConglomeratesCOPConocoPhillips$934,277$132 ▲0.0%7,0780.2%EnergyKOCocaCola$934,108$15,438 ▼-1.6%12,2830.2%Consumer StaplesVIGVanguard Dividend Appreciation ETF$927,612$24,303 ▼-2.6%4,3130.2%ETFCRBNiShares MSCI ACWI Low Carbon Target ETF$919,531$18,047 ▼-1.9%4,1270.2%ETFSRESempra Energy$918,159$40,909 ▼-4.3%9,4490.2%UtilitiesSCHBSchwab US Broad Market ETF$916,791$92,668 ▲11.2%36,5260.2%ETFSCHESchwab Emerging Markets Equity ETF$906,3890.0%27,5080.2%ETFTSMTaiwan Semiconductor Manufacturing$838,355$103,063 ▲14.0%2,4810.2%Computer and TechnologyUPROProShares UltraPro S&P 500$822,965$10,571 ▲1.3%8,4860.2%ETFIYWiShares U.S. Technology ETF$821,833$821,833 ▲New Holding4,5300.2%ManufacturingGSThe Goldman Sachs Group$779,862$389,085 ▲99.6%9220.2%FinanceIJHiShares Core S&P Mid-Cap ETF$776,961$44,436 ▼-5.4%11,5050.2%ETFLMTLockheed Martin$771,244$12,693 ▲1.7%1,2760.2%AerospaceRSIRush Street Interactive$763,4250.0%35,1000.2%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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