Westmount Partners, LLC Top Holdings and 13F Report (2026)

About Westmount Partners, LLC

Investment Activity

Westmount Partners, LLC has $457.09 million in total holdings as of June 30, 2026.
Westmount Partners, LLC owns shares of 260 different stocks, but just 79 companies or ETFs make up 80% of its holdings.
Approximately 7.66% of the portfolio was purchased this quarter.
About 12.15% of the portfolio was sold this quarter.
This quarter, Westmount Partners, LLC has purchased 263 new stocks and bought additional shares in 113 stocks.
Westmount Partners, LLC sold shares of 60 stocks and completely divested from 27 stocks this quarter.

Largest Holdings

Apple: $53,533,203
NVIDIA: $18,904,225
Broadcom: $18,350,400
Vanguard S&P 500 ETF: $18,265,920
Microsoft: $14,446,351

Largest New Holdings this Quarter

46138E222 - Invesco S&P International Developed Momentum ETF: $2,411,600 Holding
009066101 - Airbnb: $1,096,237 Holding
595112103 - Micron Technology: $746,957 Holding
46435G326 - iShares Core MSCI International Developed Markets ETF: $607,671 Holding
46434V621 - iShares Core Dividend Growth ETF: $538,109 Holding

Largest Purchases this Quarter

Apple: 12,273 shares (about $3.55M)
Vanguard Growth ETF: 34,781 shares (about $3.00M)
Invesco S&P International Developed Momentum ETF: 40,000 shares (about $2.41M)
Vanguard S&P 500 ETF: 2,497 shares (about $1.71M)
Vanguard Mid-Cap ETF: 15,404 shares (about $1.24M)

Largest Sales this Quarter

iShares Russell 2000 ETF: 86,150 shares (about $25.88M)
Illumina: 12,393 shares (about $2.18M)
AbbVie: 6,457 shares (about $1.62M)
Intel: 7,073 shares (about $987.58K)
Invesco QQQ: 1,283 shares (about $944.83K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$53,533,203	$3,551,306 â–²	7.1%	185,006	11.7%	Computer and Technology
NVDA NVIDIA	$18,904,225	$986,640 â–²	5.5%	94,479	4.1%	Computer and Technology
AVGO Broadcom	$18,350,400	$132,213 â–²	0.7%	48,578	4.0%	Computer and Technology
VOO Vanguard S&P 500 ETF	$18,265,920	$1,714,984 â–²	10.4%	26,595	4.0%	ETF
MSFT Microsoft	$14,446,351	$277,528 â–²	2.0%	38,728	3.2%	Computer and Technology
AMZN Amazon.com	$11,773,018	$334,390 â–²	2.9%	49,396	2.6%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$11,022,340	$1,034,278 â–²	10.4%	14,760	2.4%	Finance
GOOGL Alphabet	$10,970,921	$738,328 â–¼	-6.3%	30,699	2.4%	Computer and Technology
VT Vanguard Total World Stock ETF	$9,268,819	$509,459 â–²	5.8%	59,056	2.0%	ETF
IVV iShares Core S&P 500 ETF	$9,068,560	$334,763 â–²	3.8%	12,109	2.0%	ETF
CACI CACI International	$9,019,209	$855,641 â–¼	-8.7%	19,469	2.0%	Computer and Technology
BRK.B Berkshire Hathaway	$8,581,188	$586,457 â–¼	-6.4%	17,149	1.9%	Finance
VTI Vanguard Total Stock Market ETF	$7,741,766	$192,055 â–²	2.5%	20,921	1.7%	ETF
WALMART INC	$6,490,550	$23,331 â–²	0.4%	57,307	1.4%	COM
QQQ Invesco QQQ	$5,985,636	$944,829 â–¼	-13.6%	8,128	1.3%	Finance
GOOG Alphabet	$5,813,235	$147,336 â–²	2.6%	16,453	1.3%	Computer and Technology
IBM International Business Machines	$5,522,731	$79,864 â–²	1.5%	19,639	1.2%	Computer and Technology
MRVL Marvell Technology	$4,112,884	$134,941 â–²	3.4%	13,807	0.9%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$4,025,992	$125,173 â–²	3.2%	27,146	0.9%	ETF
ILMN Illumina	$3,995,913	$2,179,061 â–¼	-35.3%	22,726	0.9%	Medical
AOA iShares Core 80/20 Aggressive Allocation ETF	$3,723,111	$89,303 â–²	2.5%	38,147	0.8%	ETF
VUG Vanguard Growth ETF	$3,715,589	$2,996,056 â–²	416.4%	43,134	0.8%	ETF
ASTRANA HEALTH INC	$3,608,610		0.0%	77,755	0.8%	COM NEW
COST Costco Wholesale	$3,435,045	$23,387 â–²	0.7%	3,672	0.8%	Retail/Wholesale
DFUV Dimensional US Marketwide Value ETF	$3,277,606	$36,197 â–¼	-1.1%	59,582	0.7%	ETF
META Meta Platforms	$3,263,617	$232,633 â–²	7.7%	5,794	0.7%	Computer and Technology
TSLA Tesla	$3,251,599	$261,188 â–²	8.7%	7,731	0.7%	Auto/Tires/Trucks
BMRC Bank of Marin Bancorp	$3,198,907		0.0%	115,484	0.7%	Finance
SCHX Schwab US Large-Cap ETF	$3,100,221		0.0%	105,342	0.7%	ETF
INTC Intel	$3,052,941	$987,581 â–¼	-24.4%	21,865	0.7%	Computer and Technology
JPM JPMorgan Chase & Co.	$3,023,630	$36,989 â–²	1.2%	9,237	0.7%	Finance
ORCL Oracle	$2,885,458	$47,483 â–²	1.7%	19,689	0.6%	Computer and Technology
LLY Eli Lilly and Company	$2,865,697	$98,362 â–²	3.6%	2,389	0.6%	Medical
HOOD Robinhood Markets	$2,802,325	$5,014 â–¼	-0.2%	27,945	0.6%	Finance
KFY Korn/Ferry International	$2,764,268		0.0%	41,518	0.6%	Business Services
IVE iShares S&P 500 Value ETF	$2,657,565	$3,406 â–²	0.1%	11,704	0.6%	ETF
EFA iShares MSCI EAFE ETF	$2,606,402	$3,532 â–²	0.1%	25,091	0.6%	Finance
WFC Wells Fargo & Company	$2,580,470	$43,469 â–²	1.7%	31,225	0.6%	Finance
FNDX Schwab Fundamental U.S. Large Company ETF	$2,479,323		0.0%	79,721	0.5%	ETF
IWM iShares Russell 2000 ETF	$2,473,161	$25,882,267 â–¼	-91.3%	8,232	0.5%	Finance
JNJ Johnson & Johnson	$2,472,026	$401,507 â–¼	-14.0%	9,734	0.5%	Medical
IDMO Invesco S&P International Developed Momentum ETF	$2,411,600	$2,411,600 â–²	New Holding	40,000	0.5%	ETF
HD Home Depot	$2,305,142	$12,344 â–²	0.5%	6,536	0.5%	Retail/Wholesale
IVW iShares S&P 500 Growth ETF	$2,288,043	$413 â–²	0.0%	16,637	0.5%	ETF
PG Procter & Gamble	$2,275,344	$275,968 â–¼	-10.8%	15,517	0.5%	Consumer Staples
V Visa	$2,235,211	$38,083 â–²	1.7%	6,515	0.5%	Business Services
SCHG Schwab U.S. Large-Cap Growth ETF	$2,169,629	$48,764 â–¼	-2.2%	64,114	0.5%	ETF
USFR WisdomTree Floating Rate Treasury Fund	$2,125,154	$4,129 â–²	0.2%	42,208	0.5%	Finance
XOM ExxonMobil	$2,115,624	$399,910 â–¼	-15.9%	15,474	0.5%	Energy
NFLX Netflix	$2,099,992	$70,114 â–¼	-3.2%	29,412	0.5%	Consumer Discretionary
FNDF Schwab Fundamental International Equity ETF	$1,983,669	$1,108 â–²	0.1%	37,598	0.4%	ETF
CAT Caterpillar	$1,980,036	$4,260 â–²	0.2%	1,859	0.4%	Industrials
IWB iShares Russell 1000 ETF	$1,955,660	$17,607 â–¼	-0.9%	4,776	0.4%	ETF
VEA Vanguard FTSE Developed Markets ETF	$1,947,499	$630,926 â–²	47.9%	27,333	0.4%	ETF
QCOM Qualcomm	$1,933,840	$18,849 â–²	1.0%	10,465	0.4%	Computer and Technology
DIS Walt Disney	$1,928,115	$231,100 â–²	13.6%	20,032	0.4%	Consumer Discretionary
ITOT iShares Core S&P Total U.S. Stock Market ETF	$1,864,490	$68,173 â–²	3.8%	11,350	0.4%	ETF
XLK Technology Select Sector SPDR Fund	$1,752,784		0.0%	9,200	0.4%	ETF
PANW Palo Alto Networks	$1,739,202	$170,510 â–²	10.9%	5,100	0.4%	Computer and Technology
SCHF Schwab International Equity ETF	$1,690,632	$6,565 â–²	0.4%	61,034	0.4%	ETF
DFAS Dimensional U.S. Small Cap ETF	$1,689,266	$255,251 â–¼	-13.1%	20,516	0.4%	ETF
AOR iShares Core 60/40 Balanced Allocation ETF	$1,688,258	$486,927 â–²	40.5%	24,291	0.4%	ETF
LAM RESEARCH CORP	$1,630,742	$274,318 â–²	20.2%	3,763	0.4%	COM NEW
SCHA Schwab US Small-Cap ETF	$1,594,211	$21,389 â–¼	-1.3%	44,124	0.3%	ETF
IWF iShares Russell 1000 Growth ETF	$1,591,699	$1,196,847 â–²	303.1%	12,819	0.3%	ETF
WSM Williams-Sonoma	$1,543,747	$5,827 â–²	0.4%	6,623	0.3%	Retail/Wholesale
FNDA Schwab Fundamental U.S. Small Company ETF	$1,539,070		0.0%	40,438	0.3%	ETF
BRK.A Berkshire Hathaway	$1,497,700		0.0%	2	0.3%	Finance
ISRG Intuitive Surgical	$1,496,868	$87,887 â–²	6.2%	3,764	0.3%	Medical
IEFA iShares Core MSCI EAFE ETF	$1,454,785	$2,511 â–²	0.2%	15,063	0.3%	ETF
ABBV AbbVie	$1,441,133	$1,624,829 â–¼	-53.0%	5,727	0.3%	Medical
AMD Advanced Micro Devices	$1,436,465	$380,463 â–²	36.0%	2,473	0.3%	Computer and Technology
GE GE Aerospace	$1,411,860	$328,861 â–¼	-18.9%	3,778	0.3%	Aerospace
VO Vanguard Mid-Cap ETF	$1,386,991	$1,241,081 â–²	850.6%	17,215	0.3%	ETF
AMGN Amgen	$1,352,614	$22,091 â–¼	-1.6%	3,735	0.3%	Medical
PSX Phillips 66	$1,350,169	$8,621 â–²	0.6%	7,987	0.3%	Energy
UPRO ProShares UltraPro S&P 500	$1,328,558	$125,341 â–²	10.4%	9,370	0.3%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$1,302,478	$27,630 â–¼	-2.1%	35,355	0.3%	ETF
SDY SPDR S&P Dividend ETF	$1,297,552	$17,349 â–¼	-1.3%	8,526	0.3%	ETF
RDNT RadNet	$1,233,400		0.0%	20,000	0.3%	Medical
VGT Vanguard Information Technology ETF	$1,218,768	$1,039,485 â–²	579.8%	10,197	0.3%	ETF
BAC Bank of America	$1,184,243	$57,038 â–²	5.1%	20,783	0.3%	Finance
IYW iShares U.S. Technology ETF	$1,142,602		0.0%	4,530	0.2%	Manufacturing
GE VERNOVA INC	$1,117,683	$236,230 â–²	26.8%	951	0.2%	COM
ABNB Airbnb	$1,096,237	$1,096,237 â–²	New Holding	7,661	0.2%	Consumer Discretionary
KO CocaCola	$1,070,005	$71,762 â–²	7.2%	13,166	0.2%	Consumer Staples
VCSH Vanguard Short-Term Corporate Bond ETF	$1,065,700	$1,818 â–¼	-0.2%	13,485	0.2%	ETF
SCZ iShares MSCI EAFE Small-Cap ETF	$1,055,416	$21,636 â–²	2.1%	12,829	0.2%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$1,053,799	$268,299 â–²	34.2%	17,655	0.2%	ETF
TSM Taiwan Semiconductor Manufacturing	$1,052,424	$132,269 â–¼	-11.2%	2,204	0.2%	Computer and Technology
RSI Rush Street Interactive	$1,043,874		0.0%	35,100	0.2%	Consumer Discretionary
SCHB Schwab US Broad Market ETF	$1,030,767	$27,020 â–¼	-2.6%	35,593	0.2%	ETF
FNDE Schwab Fundamental Emerging Markets Equity ETF	$1,029,974		0.0%	25,957	0.2%	ETF
CRBN iShares MSCI ACWI Low Carbon Target ETF	$1,028,770	$15,177 â–¼	-1.5%	4,067	0.2%	ETF
IONS Ionis Pharmaceuticals	$1,027,678		0.0%	12,961	0.2%	Medical
VIG Vanguard Dividend Appreciation ETF	$1,020,735	$237 â–²	0.0%	4,314	0.2%	ETF
GS The Goldman Sachs Group	$1,003,340	$70,800 â–²	7.6%	992	0.2%	Finance
SCHE Schwab Emerging Markets Equity ETF	$997,440		0.0%	27,508	0.2%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$936,780	$305,108 â–²	48.3%	11,308	0.2%	ETF
IJH iShares Core S&P Mid-Cap ETF	$922,568	$35,394 â–²	4.0%	11,964	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Westmount Partners, LLC Top Holdings and 13F Report (2026)

About Westmount Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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About MarketBeat

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Westmount Partners, LLC Top Holdings and 13F Report (2026)

About Westmount Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWestmount Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools